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MSFT,

Microsoft Corp.

MSFT,

Microsoft Corp.

NFLX,

Netflix, Inc.
Return: 10.11%

NFLX,

Netflix, Inc.
Return: 10.11%

NONOF,

Novo Nordisk A/S

NONOF,

Novo Nordisk A/S

TSM,

Taiwan Semicondu...

TSM,

Taiwan Semiconductor Manufacturing Co. Ltd...

NVDA,

NVIDIA Corporation

NVDA,

NVIDIA Corporation

UBER,

Uber Technologie...
Return: -7.10%

UBER,

Uber Technologies, Inc.
Return: -7.10%

V,

Visa Inc.
Return: -2.45%

V,

Visa Inc.
Return: -2.45%

AAPL,

Apple Inc.
Return: 4.07%

AAPL,

Apple Inc.
Return: 4.07%

AMZN,

Amazon.com Inc
Return: -15.81%

AMZN,

Amazon.com Inc
Return: -15.81%

CRM,

Salesforce Inc
Return: -15.07%

CRM,

Salesforce Inc
Return: -15.07%

ADB,

Adobe Inc.
Return: -12.88%

ADB,

Adobe Inc.
Return: -12.88%

ADBE,

Adobe Inc.
Return: -12.89%

ADBE,

Adobe Inc.
Return: -12.89%

AVGO,

Broadcom Inc.

AVGO,

Broadcom Inc.

BRKA,

Berkshire Hathaw...
Return: 6.02%

BRKA,

Berkshire Hathaway Inc.
Return: 6.02%

BRK.B,

Berkshire Hathaw...
Return: 6.08%

BRK.B,

Berkshire Hathaway Inc. Class B
Return: 6.08%

BROS,

Dutch Bros Inc.
Return: -7.48%

BROS,

Dutch Bros Inc.
Return: -7.48%

CAT,

Caterpillar Inc.
Return: 15.96%

CAT,

Caterpillar Inc.
Return: 15.96%

CCDBF,

CCL Industries I...
Return: 4.16%

CCDBF,

CCL Industries Inc. Class B
Return: 4.16%

CMG,

Chipotle Mexican...

CMG,

Chipotle Mexican Grill, Inc.

CRWD,

CrowdStrike Hold...

CRWD,

CrowdStrike Holdings Inc.

DOM,

Domino's Pizza G...
Return: 7.26%

DOM,

Domino's Pizza Group plc
Return: 7.26%

EC,

Ecopetrol S.A. S...
Return: -8.72%

EC,

Ecopetrol S.A. Sponsored ADR
Return: -8.72%

GNRC,

Generac Holdings...
Return: 33.85%

GNRC,

Generac Holdings Inc.
Return: 33.85%

GPN,

Global Payments ...
Return: 4.79%

GPN,

Global Payments Inc.
Return: 4.79%

HIMS,

Hims & Hers Heal...

HIMS,

Hims & Hers Health, Inc.