TICKER,PORTFOLIO_MWEIGHT,POSITION,SECURITY_NAME,GICS_SECTOR_NAME,GICS_SECTOR_NAME_FR,COUNTRY,COUNTRY_FR,LAST_PRICE,VALUE,BTC Per Share,Shares Per BTC CYBR US EQUITY,0.00693409,152,CyberArk Software Ltd,Technology,Technologie,ISRAEL,Israël,443.1100,92842.36,, FTNT US EQUITY,0.018976129,2322,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,79.3800,254076.4,, AKAM US EQUITY,0.003956899,439,Akamai Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,87.5500,52979.97,, CHKP US EQUITY,0.006326138,328,Check Point Software Technologies Ltd,Technology,Technologie,ISRAEL,Israël,187.3400,84702.33,, MSFT US EQUITY,0.072790917,1485,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,476.1200,974616.81,, FFIV US EQUITY,4.64E-03,176,F5 Inc,Communications,Communications,UNITED STATES,États-Unis,256.0700,62124.43,, PANW US EQUITY,3.85E-02,2039,Palo Alto Networks Inc,Communications,Communications,UNITED STATES,États-Unis,183.4400,515587.39,, ZS US EQUITY,1.13E-02,483,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,226.4300,150755.14,, OTEX CN EQUITY,0.002676323,779,Open Text Corp,Technology,Technologie,CANADA,Canada,46.0000,35834,, PAYC US EQUITY,3.03E-03,176,Paycom Software Inc,Technology,Technologie,UNITED STATES,États-Unis,166.9700,40508.12,, NOW US EQUITY,5.11E-02,3170,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,156.4780,683759.8,, 4684 JP EQUITY,0.005097264,1575,Obic Co Ltd,Technology,Technologie,JAPAN,Japon,"4,895.0000",68248.61,, DOCU US EQUITY,0.004264235,611,Docusign Inc,Technology,Technologie,UNITED STATES,États-Unis,67.7900,57094.97,, IOT US EQUITY,0.004183809,1063,Samsara Inc,Technology,Technologie,UNITED STATES,États-Unis,38.2300,56018.13,, WDAY US EQUITY,0.014476683,651,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,216.0000,193832.13,, ZM US EQUITY,0.00738268,808,Zoom Communications Inc,Technology,Technologie,UNITED STATES,États-Unis,88.7500,98848.65,, PAYX US EQUITY,0.013191905,1098,Paychex Inc,Technology,Technologie,UNITED STATES,États-Unis,116.7000,176629.9,, SNDK US EQUITY,0.009709853,456,Sandisk Corp/DE,Technology,Technologie,UNITED STATES,États-Unis,206.8300,130007.79,, CRWV US EQUITY,0.008021172,1207,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,64.5500,107397.59,, NBIS US EQUITY,5.55E-03,714,Nebius Group NV,Technology,Technologie,NETHERLANDS,Pays-Bas,75.4500,74258.89,, 285A JP EQUITY,0.009991718,1625,Kioxia Holdings Corp,Technology,Technologie,JAPAN,Japon,"9,300.0000",133781.75,, RBRK US EQUITY,3.36E-03,446,Rubrik Inc,Technology,Technologie,UNITED STATES,États-Unis,73.1900,44996.38,, AMZN US EQUITY,8.09E-02,3550,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,221.2700,1082784.19,, GOOGL US EQUITY,9.80E-02,3207,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,296.7200,1311706.88,, CRM US EQUITY,7.78E-02,2927,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,258.1400,1041523.43,, INTU US EQUITY,5.65E-02,830,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,660.7800,756007.32,, OKTA US EQUITY,0.00472446,519,Okta Inc,Technology,Technologie,UNITED STATES,États-Unis,88.4200,63257.04,, CRWD US EQUITY,0.036679199,758,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,470.0200,491107.49,, APP US EQUITY,6.40E-02,946,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,657.1300,856906.52,, WTC AU EQUITY,0.005079535,1115,WiseTech Global Ltd,Technology,Technologie,AUSTRALIA,Australie,67.0000,68011.24,, MNDY US EQUITY,2.28E-03,153,Monday.com Ltd,Technology,Technologie,ISRAEL,Israël,144.6700,30511.32,, MANH US EQUITY,3.28E-03,181,Manhattan Associates Inc,Technology,Technologie,UNITED STATES,États-Unis,176.0900,43934.36,, PSTG US EQUITY,0.006814114,998,Pure Storage Inc,Technology,Technologie,UNITED STATES,États-Unis,66.3200,91235.97,, NTNX US EQUITY,0.004237912,820,Nutanix Inc,Technology,Technologie,UNITED STATES,États-Unis,50.2000,56742.52,, NTAP US EQUITY,6.97E-03,610,NetApp Inc,Technology,Technologie,UNITED STATES,États-Unis,110.9600,93301.22,, WDC US EQUITY,1.78E-02,1039,Western Digital Corp,Technology,Technologie,UNITED STATES,États-Unis,166.2600,238119.16,, ORCL US EQUITY,0.051333585,2794,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,178.4600,687318.93,, SAIL US EQUITY,3.58E-03,1705,SailPoint Inc,Technology,Technologie,UNITED STATES,États-Unis,20.3800,47898.24,, SAP US EQUITY,7.13E-02,2868,SAP SE,Technology,Technologie,GERMANY,Allemagne,241.4200,954428.52,, SGPYY US EQUITY,4.50E-03,755,Sage Group PLC/The,Technology,Technologie,BRITAIN,Grande-Bretagne,57.8800,60237.44,, STX US EQUITY,0.018665738,653,Seagate Technology Holdings PLC,Technology,Technologie,UNITED STATES,États-Unis,277.6500,249920.5,, HUBS US EQUITY,0.006384334,160,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,387.5800,85481.54,, MDB US EQUITY,0.010485696,247,MongoDB Inc,Technology,Technologie,UNITED STATES,États-Unis,412.3500,140395.75,, XRO AU EQUITY,4.42E-03,590,Xero Ltd,Technology,Technologie,NEW ZEALAND,Nouvelle-Zélande,110.2600,59224.45,, DDOG US EQUITY,1.36E-02,964,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,136.7100,181663.78,, DT US EQUITY,0.004109242,909,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,43.9100,55019.72,, SNOW US EQUITY,2.30E-02,1032,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,216.2900,307685.59,, MSTR US EQUITY,1.28E-02,775,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,160.3800,171333.75,, APLD US EQUITY,2.11E-03,931,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,22.0000,28233.41,, DAY US EQUITY,3.46E-03,486,Dayforce Inc,Technology,Technologie,UNITED STATES,États-Unis,69.2200,46372.33,,