 MICRON TECHNOLOGY INCMU |
| 9.56% | 2.37% | $15.4M | 13,380 | $3.0M | 8,995 | +4,385+48.75% | Add |
 BLOOM ENERGY CORPBE |
| 6.28% | 3.07% | $10.1M | 33,527 | $3.9M | 29,079 | +4,448+15.30% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.26% | 8% | $10.1M | 50,517 | $10.3M | 58,897 | -8,380-14.23% | Reduce |
 APPLE INCAAPL |
| 4.07% | 4.72% | $6.6M | 22,711 | $6.1M | 23,865 | -1,154-4.84% | Reduce |
 AMAZON COM INCAMZN |
| 4.06% | 4.42% | $6.6M | 27,505 | $5.7M | 27,255 | +250+0.92% | Add |
 META PLATFORMS INCMETA |
| 4.02% | 5.9% | $6.5M | 11,520 | $7.6M | 13,250 | -1,730-13.06% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 3.56% | 1.48% | $5.8M | 6,710 | $1.9M | 2,710 | +4,000+147.60% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.56% | 2.31% | $5.7M | 7,525 | $3.0M | 7,600 | -75-0.99% | Reduce |
| AAPPLOVIN CORPAPP |
| 3.48% | 3.96% | $5.6M | 10,910 | $5.1M | 12,785 | -1,875-14.67% | Reduce |
 TESLA INCTSLA |
| 3.42% | 4.43% | $5.5M | 13,125 | $5.7M | 15,300 | -2,175-14.22% | Reduce |
 BROADCOM INCAVGO |
| 3.08% | 3.36% | $5.0M | 13,150 | $4.3M | 13,950 | -800-5.73% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 3.07% | 2.04% | $5.0M | 2,500 | $2.6M | 1,900 | +600+31.58% | Add |
 WESTERN DIGITAL CORPWDC |
| 2.74% | — | $4.4M | 6,920 | $0 | 0 | +6,920 | New Buy |
 VERTIV HOLDINGS COVRT |
| 2.51% | 2.24% | $4.1M | 12,105 | $2.9M | 11,460 | +645+5.63% | Add |
 NETFLIX INCNFLX |
| 2.43% | 5.18% | $3.9M | 55,009 | $6.7M | 69,239 | -14,230-20.55% | Reduce |
 AXON ENTERPRISEAXON |
| 2.27% | 2.13% | $3.7M | 6,550 | $2.7M | 6,450 | +100+1.55% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.13% | 3.03% | $3.4M | 7,500 | $3.9M | 8,020 | -520-6.48% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.03% | 1.84% | $3.3M | 9,272 | $2.4M | 8,230 | +1,042+12.66% | Add |
 NEBIUS GROUP N VNBIS |
| 1.89% | 0.57% | $3.1M | 11,060 | $733,064 | 7,065 | +3,995+56.55% | Add |
 ALPHABET INCGOOGL |
| 1.7% | 1.86% | $2.7M | 7,670 | $2.4M | 8,310 | -640-7.70% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.59% | 0.69% | $2.6M | 4,422 | $889,396 | 4,372 | +50+1.14% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.55% | 0.82% | $2.5M | 2,980 | $1.1M | 2,600 | +380+14.62% | Add |
 CELESTICA INCCLS |
| 1.51% | 0.94% | $2.4M | 6,700 | $1.2M | 4,300 | +2,400+55.81% | Add |
 CORNING INCGLW |
| 1.28% | — | $2.1M | 8,100 | $0 | 0 | +8,100 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.25% | 3.21% | $2.0M | 17,255 | $4.1M | 28,173 | -10,918-38.75% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 1.14% | 1.18% | $1.8M | 18,313 | $1.5M | 21,803 | -3,490-16.01% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.08% | 0.65% | $1.8M | 4,040 | $833,274 | 3,900 | +140+3.59% | Add |
| AARGAN INCAGX |
| 0.98% | 0.83% | $1.6M | 1,990 | $1.1M | 1,950 | +40+2.05% | Add |
 MICROSOFT CORPMSFT |
| 0.97% | 1.89% | $1.6M | 4,213 | $2.4M | 6,543 | -2,330-35.61% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.97% | 0.58% | $1.6M | 19,450 | $744,051 | 242 | +19,208+7,937.19% | Add |
 APPLIED MATLS INCAMAT |
| 0.89% | 0.5% | $1.4M | 1,990 | $639,147 | 1,870 | +120+6.42% | Add |
 SERVICENOW INCNOW |
| 0.82% | 2.21% | $1.3M | 13,310 | $2.8M | 27,210 | -13,900-51.08% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.81% | 1.03% | $1.3M | 2,560 | $1.3M | 2,660 | -100-3.76% | Reduce |
| CCARVANA CO CL ACVNA |
| 0.8% | 1.35% | $1.3M | 19,650 | $1.7M | 5,530 | +14,120+255.33% | Add |
 KLA CORPKLAC |
| 0.76% | 0.46% | $1.2M | 4,050 | $588,964 | 400 | +3,650+912.50% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.74% | 0.77% | $1.2M | 2,500 | $985,124 | 2,915 | -415-14.24% | Reduce |
 UNITED RENTALS INCURI |
| 0.69% | 0.62% | $1.1M | 980 | $801,416 | 1,100 | -120-10.91% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 0.67% | 0.66% | $1.1M | 22,075 | $844,108 | 22,325 | -250-1.12% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.55% | 1% | $894,132 | 3,600 | $1.3M | 4,620 | -1,020-22.08% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.49% | 0.72% | $795,360 | 2,000 | $921,980 | 2,000 | 00.00% | Unchanged |
| SSTRATEGY INCMSTR |
| 0.46% | 1.44% | $738,905 | 8,500 | $1.8M | 14,800 | -6,300-42.57% | Reduce |
 IREN LTDIREN |
| 0.46% | 0.48% | $736,482 | 16,105 | $615,806 | 17,964 | -1,859-10.35% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.42% | — | $682,119 | 300 | $0 | 0 | +300 | New Buy |
 ELI LILLY & COLLY |
| 0.41% | 0.47% | $663,285 | 553 | $600,610 | 653 | -100-15.31% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.39% | — | $625,485 | 2,300 | $0 | 0 | +2,300 | New Buy |
 BOOKING HOLDINGS INC COMBKNG |
| 0.37% | 0.66% | $592,648 | 3,325 | $846,274 | 201 | +3,124+1,554.23% | Add |
 VISTRA CORPVST |
| 0.34% | 1.28% | $548,860 | 3,460 | $1.6M | 10,960 | -7,500-68.43% | Reduce |
| RROBINHOOD VENTURES FD IRVI |
| 0.34% | — | $548,606 | 16,736 | $0 | 0 | +16,736 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.34% | — | $548,192 | 3,700 | $0 | 0 | +3,700 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 0.32% | 0.19% | $519,599 | 5,220 | $243,256 | 3,140 | +2,080+66.24% | Add |
