Alpha Half Year

Asset Allocation

Position	Category/Sector	Target Weight
AKAM Akamai Technologies, Inc.	Technology	4%
AMGN Amgen Inc.	Healthcare	4%
ANET Arista Networks, Inc.	Technology	4%
APP AppLovin Corporation	Technology	4%
AXON Axon Enterprise, Inc.	Industrials	4%
DECK Deckers Outdoor Corporation	Consumer Cyclical	4%
EDU New Oriental Education & Technology Group Inc.	Consumer Defensive	4%
FICO Fair Isaac Corporation	Technology	4%
FN Fabrinet	Technology	4%
GWW W.W. Grainger, Inc.	Industrials	4%
IT Gartner, Inc.	Technology	4%
LLY Eli Lilly and Company	Healthcare	4%
MELI MercadoLibre, Inc.	Consumer Cyclical	4%
NBIX Neurocrine Biosciences, Inc.	Healthcare	4%
NOW ServiceNow, Inc	Technology	4%
NVDA NVIDIA Corporation	Technology	4%
NVO Novo Nordisk A/S	Healthcare	4%
ONTO Onto Innovation Inc.	Technology	4%
PGR The Progressive Corporation	Financial Services	4%
QLYS Qualys, Inc.	Technology	4%
RYAAY Ryanair Holdings plc	Industrials	4%
SMCI Super Micro Computer, Inc.	Technology	4%
SPLK		4%
WING Wingstop Inc.	Consumer Cyclical	4%
XPO XPO Logistics, Inc.	Industrials	4%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: SPLK.