| 1 | NVIDIA CORP COMMON STOCK USD.001NVDA | 17,36% |
| 2 | ALPHABET INC CL A COMMON STOCK USD.001GOOGL | 9,82% |
| 3 | MICROSOFT CORP COMMON STOCK USD.00000625MSFT | 5,34% |
| 4 | BROADCOM INC COMMON STOCKAVGO | 5,32% |
| 5 | APPLE INC COMMON STOCK USD.00001AAPL | 4,6% |
| 6 | AMAZON.COM INC COMMON STOCK USD.01AMZN | 4,5% |
| 7 | META PLATFORMS INC CLASS A COMMON STOCK USD.000006META | 4,29% |
| 8 | ELI LILLY + CO COMMON STOCKLLY | 3,91% |
| 9 | SANDISK CORP COMMON STOCKSNDK | 3,69% |
| 10 | ARISTA NETWORKS INC COMMON STOCK USD.0001ANET | 2,75% |
| 11 | CORNING INC COMMON STOCK USD.5GLW | 2,29% |
| 12 | PALANTIR TECHNOLOGIES INC A COMMON STOCK USD.001PLTR | 2,14% |
| 13 | SPOTIFY TECHNOLOGY SA COMMON STOCK EUR.000625639.DE | 1,91% |
| 14 | ASML HOLDING NV NY REG SHS NY REG SHRS EUR.09ASML | 1,9% |
| 15 | SEAGATE TECHNOLOGY HOLDINGS COMMON STOCK USD.00001STX | 1,76% |
| 16 | FLEX LTD COMMON STOCKFLEX | 1,69% |
| 17 | NATERA INC COMMON STOCKNTRA | 1,59% |
| 18 | SHOPIFY INC CLASS A COMMON STOCKSHOP.TO | 1,49% |
| 19 | TESLA INC COMMON STOCK USD.001TSLA | 1,49% |
| 20 | ECHOSTAR CORP A COMMON STOCKSATS | 1,43% |
| 21 | VERTIV HOLDINGS CO A COMMON STOCK USD.0001VRT | 1,41% |
| 22 | CLOUDFLARE INC CLASS A COMMON STOCK USD.001NET | 1,26% |
| 23 | AIRBNB INC CLASS A COMMON STOCK USD.0001ABNB | 1,19% |
| 24 | ARM HOLDINGS PLC ADR ADR USD.001ARM | 1,17% |
| 25 | SPACE EXPLORATION TECHN CL A COMMON STOCK USD.001SPCX | 1,16% |
| 26 | CELESTICA INC COMMON STOCKCLS.TO | 1,13% |
| 27 | COHERENT CORP COMMON STOCKCOHR | 1,03% |
| 28 | BLOOM ENERGY CORP A COMMON STOCK USD.0001BE | 1,01% |
| 29 | MARVELL TECHNOLOGY INC COMMON STOCK USD.002MRVL | 1% |
| 30 | ALPHABET INC CL C COMMON STOCK USD.001GOOG | 1% |
| 31 | KKR + CO INC COMMON STOCK USD.01KKR | 0,97% |
| 32 | ADVANCED MICRO DEVICES COMMON STOCK USD.01AMD | 0,87% |
| 33 | AXON ENTERPRISE INC COMMON STOCK USD.00001AXON | 0,78% |
| 34 | US DOLLAR | 0,75% |
| 35 | CARPENTER TECHNOLOGY COMMON STOCK USD5.0CRS | 0,74% |
| 36 | NETFLIX INC COMMON STOCK USD.001NFLX | 0,66% |
| 37 | REDDIT INC CL A COMMON STOCK USD.0001RDDT | 0,65% |
| 38 | KRATOS DEFENSE + SECURITY COMMON STOCK USD.001KTOS | 0,61% |
| 39 | CAMECO CORP COMMON STOCKCCO.TO | 0,49% |
| 40 | EVERCORE INC A COMMON STOCK USD.01EVR | 0,46% |
| 41 | LIBERTY MEDIA CORP FORMULA C TRACKING STKFWONK | 0,42% |
| 42 | ON HOLDING AG CLASS A COMMON STOCK CHF.1ONON | 0,35% |
| 43 | FTAI AVIATION LTD COMMON STOCK USD1.0FTAI | 0,35% |
| 44 | SNOWFLAKE INC COMMON STOCK USD1.0SNOW | 0,34% |
| 45 | HOWMET AEROSPACE INC COMMON STOCKHWM | 0,29% |
| 46 | NET OTHER ASSETS | 0,22% |
| 47 | CEREBRAS SYSTEMS INC A COMMON STOCK USD.00001CBRS | 0,22% |
| 48 | WOODWARD INC COMMON STOCK USD.001455WWD | 0,19% |
