The largest contributors to Q1 performance were NVIDIA, Amazon, and Netflix; the largest detractors from returns were UnitedHealth, Starbucks, and S&P Global.
We initiated a new position in Waste Management. We trimmed positions in Corpay, Sherwin Williams, NVIDIA, Netflix, ServiceNow, Ecolab, Equinix, and Autodesk among others on strength and added to positions in UnitedHealth and Starbucks among others on weakness.