| Amount | Holding |
|---|---|
| 6.29% | iShares MBS ETF |
| 2.79% | SiteOne Landscape Supply Inc |
| 2.62% | ServiceNow Inc |
| 2.62% | Huazhu Group Ltd ADR |
| 2.46% | PayPal Holdings Inc |
| 2.41% | Mastercard Inc A |
| 2.41% | Infineon Technologies AG |
| 2.39% | HDFC Bank Ltd ADR |
| 2.39% | Alphabet Inc A |
| 2.39% | Casella Waste Systems Inc Class A |