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.