Top 10 Positions:
Top tier (~8% each): • Adobe $ADBE [Long] • MercadoLibre $MELI [Long] • Zoetis $ZTS [Long] • JD $JD [Long]
Second tier (~7% each): • Lululemon $LULU [Long] • PayPal $PYPL [Long] • Veeva $VEEV [Long] • Flutter $FLUT [Long] • Molina Healthcare $MOH [Long] • HCA Healthcare $HCA [Long]
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