Top P/E

Asset Allocation

Position	Category/Sector	Target Weight
ALC Alcon Inc.	Healthcare	4%
APP AppLovin Corporation	Technology	4%
APPF AppFolio, Inc.	Technology	4%
AXON Axon Enterprise, Inc.	Industrials	4%
BSY Bentley Systems, Incorporated	Technology	4%
CDNS Cadence Design Systems, Inc.	Technology	4%
CELH Celsius Holdings, Inc.	Consumer Defensive	4%
DT Dynatrace, Inc.	Technology	4%
ENTG Entegris, Inc.	Technology	4%
EQIX Equinix, Inc.	Real Estate	4%
LLY Eli Lilly and Company	Healthcare	4%
MELI MercadoLibre, Inc.	Consumer Cyclical	4%
MORN Morningstar, Inc.	Financial Services	4%
NOW ServiceNow, Inc	Technology	4%
NVDA NVIDIA Corporation	Technology	4%
ONON On Holding AG	Consumer Cyclical	4%
OTEX Open Text Corp	Technology	4%
PEN Penumbra, Inc.	Healthcare	4%
PODD Insulet Corporation	Healthcare	4%
PTC PTC Inc.	Technology	4%
SPLK		4%
TTD The Trade Desk, Inc.	Technology	4%
TYL Tyler Technologies, Inc.	Technology	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.