 MICRON TECHNOLOGY INCMU |
| 7.38% | — | $17.3M | 15,000 | $0 | 0 | +15,000 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 5.94% | — | $13.9M | 24,000 | $0 | 0 | +24,000 | New Buy |
 XOMETRY INCXMTR |
| 5.59% | 6.91% | $13.1M | 136,000 | $8.8M | 215,100 | -79,100-36.77% | Reduce |
| LLIGHTPATH TECHNOLOGIES INCLPTH |
| 4.6% | 3.15% | $10.8M | 660,000 | $4.0M | 400,000 | +260,000+65.00% | Add |
 SITIME CORPSITM |
| 4.58% | 5.54% | $10.8M | 14,420 | $7.1M | 20,420 | -6,000-29.38% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 4.54% | 5.08% | $10.7M | 69,720 | $6.5M | 69,720 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 4.53% | — | $10.6M | 30,000 | $0 | 0 | +30,000 | New Buy |
 AMAZON COM INCAMZN |
| 4.34% | 7% | $10.2M | 42,740 | $8.9M | 42,740 | 00.00% | Unchanged |
 TIMKEN COTKR |
| 4.33% | 5.53% | $10.2M | 70,000 | $7.0M | 70,000 | 00.00% | Unchanged |
| IIMPINJ INCPI |
| 4.33% | 5.69% | $10.2M | 71,010 | $7.2M | 70,492 | +518+0.73% | Add |
| SSEA LTD SPONSORD ADSSE |
| 4.08% | — | $9.6M | 100,000 | $0 | 0 | +100,000 | New Buy |
 TEXAS INSTRS INCTXN |
| 4.06% | — | $9.5M | 32,000 | $0 | 0 | +32,000 | New Buy |
 BROADCOM INCAVGO |
| 4.02% | 6.07% | $9.4M | 24,960 | $7.7M | 24,960 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 4.01% | 5.58% | $9.4M | 25,180 | $7.1M | 25,000 | +180+0.72% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 3.93% | — | $9.2M | 125,000 | $0 | 0 | +125,000 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 3.86% | — | $9.1M | 575,000 | $0 | 0 | +575,000 | New Buy |
 ARISTA NETWORKS INCANET |
| 3.62% | — | $8.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.49% | 4.24% | $8.2M | 40,890 | $5.4M | 30,890 | +10,000+32.37% | Add |
 META PLATFORMS INCMETA |
| 3.3% | 6.19% | $7.8M | 13,770 | $7.9M | 13,770 | 00.00% | Unchanged |
 JFROG LTDFROG |
| 3.1% | — | $7.3M | 80,000 | $0 | 0 | +80,000 | New Buy |
 MONGODB INC CL AMDB |
| 2.92% | 2% | $6.9M | 20,400 | $2.5M | 10,400 | +10,000+96.15% | Add |
 ALPHABET INCGOOGL |
| 2.54% | 3.77% | $6.0M | 16,680 | $4.8M | 16,680 | 00.00% | Unchanged |
| EEVERCORE INCEVR |
| 2.5% | 4.98% | $5.9M | 17,210 | $6.3M | 21,210 | -4,000-18.86% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 2.21% | — | $5.2M | 30,000 | $0 | 0 | +30,000 | New Buy |
 VAIL RESORTS INCMTN |
| 1.16% | — | $2.7M | 20,000 | $0 | 0 | +20,000 | New Buy |
| BBEAM THERAPEUTICS INCBEAM |
| 1.02% | 4.87% | $2.4M | 70,000 | $6.2M | 260,050 | -190,050-73.08% | Reduce |
