#	Holding	Value	% Port.	Δ Shares	Change (QoQ)
1	Sanmina Corporation	$172738374	89.65%	—	NEW BUY
2	Absci Corporation	$19942855	10.35%	—	NEW BUY

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.