The largest contributors to Q1 performance were NVIDIA, Amazon, and Novo Nordisk; the largest detractors from returns were HDFC Bank, AIA Group, and Atlassian.
We initiated a new position in LVMH. We trimmed positions in Infosys, NVIDIA, Novo Nordisk, Equinix, ICON, and Linde among others on strength and added to positions in HDFC Bank, MercadoLibre, and STERIS among others on weakness.