ADOBE INC ADBE 00724F101 966972 3978 SH SOLE 3978 0 0 AFFIRM HOLDINGS INC AFRM 00827B106 386812 8442 SH SOLE 8442 0 0 Agnc Investment Corp AGNC 00123Q104 2248325 224160 SH SOLE 224160 0 0 Alliance Resource Partners, L.P. ARLP 01877R108 2875462 103995 SH SOLE 103995 0 0 ALNYLAM PHARMACEUTICALS INC ALNY 02043Q107 580677 1755 SH SOLE 1755 0 0 ALPHABET INC-CL A GOOGL 02079K305 3564594 12396 SH SOLE 12396 0 0 Annaly Capital Management, Inc. NLY 035710839 2227518 105320 SH SOLE 105320 0 0 Arbor Realty Trust Inc. ABR 038923108 2406677 312150 SH SOLE 312150 0 0 ARMOUR Residential REIT Inc. ARR 042315705 2306427 138275 SH SOLE 138275 0 0 AUTODESK INC ADSK 052769106 735676 3073 SH SOLE 3073 0 0 AXON ENTERPRISE, INC AXON 05464C101 537233 1265 SH SOLE 1265 0 0 Barings BDC Inc. 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ORC 68571X301 2342052 333151 SH SOLE 333151 0 0 PALANTIR TECHNOLOGIE PLTR 69608A108 1816798 12420 SH SOLE 12420 0 0 PALO ALTO NETWORKS INC PANW 697435105 1239755 7733 SH SOLE 7733 0 0 Pennantpark Floating Rate Capital Ltd. PFLT 70806A106 2112647 262767 SH SOLE 262767 0 0 PennyMac Mortgage Investment Trust PMT 70931T103 2249844 192954 SH SOLE 192954 0 0 Pimco High Income Fund PHK 722014107 2337275 504811 SH SOLE 504811 0 0 PIMCO Income Strategy Fund PFL 72201H108 2331904 291488 SH SOLE 291488 0 0 PINTEREST INC PINS 72352L106 379290 20681 SH SOLE 20681 0 0 Plains All American Pipeline LP PAA 726503105 2828541 126670 SH SOLE 126670 0 0 Prospect Capital Corp. PSEC 74348T102 2482397 951110 SH SOLE 951110 0 0 PTC INC PTC 69370C100 388428 2726 SH SOLE 2726 0 0 PURE STORAGE, INC. PSTG 74624M102 415937 7045 SH SOLE 7045 0 0 REDDIT INC-CL A RDDT 75734B100 457271 3396 SH SOLE 3396 0 0 RESMED INC RMD 761152107 560302 2496 SH SOLE 2496 0 0 SALESFORCE.COM INC CRM 79466L302 1278690 6850 SH SOLE 6850 0 0 SERVICENOW INC NOW 81762P102 1041004 9957 SH SOLE 9957 0 0 SNOWFLAKE INC-CLASS A SNOW 833445109 733739 4865 SH SOLE 4865 0 0 Starwood Property Trust Inc. STWD 85571B105 2245264 130387 SH SOLE 130387 0 0 STRYKER CORP SYK 863667101 1036044 3153 SH SOLE 3153 0 0 SYNOPSYS INC SNPS 871607107 878600 2216 SH SOLE 2216 0 0 TRADE DESK INC/THE -CLASS A TTD 88339J105 332045 14634 SH SOLE 14634 0 0 TWILIO INC - A TWLO 90138F102 466792 3710 SH SOLE 3710 0 0 Two Harbors Investment Corp. TWO 90187B804 2622774 229665 SH SOLE 229665 0 0 VEEVA SYSTEMS INC VEEV 922475108 565098 3217 SH SOLE 3217 0 0 VERISIGN INC VRSN 92343E102 509386 2051 SH SOLE 2051 0 0 VERTEX PHARMACEUTICALS INC VRTX 92532F100 918979 2058 SH SOLE 2058 0 0 Western Asset Global High Income Fund Inc. EHI 95766B109 2257181 382573 SH SOLE 382573 0 0 Western Asset High Income Fund II Inc. HIX 95766J102 2371045 595740 SH SOLE 595740 0 0 Western Midstream Partners LP WES 958669103 2520057 61211 SH SOLE 61211 0 0 WORKDAY INC WDAY 98138H101 556317 4282 SH SOLE 4282 0 0 ZSCALER INC ZS 98980G102 434338 3096 SH SOLE 3096 0 0