| SSANDISK CORP COMSNDK |
| 8.88% | 3.49% | $740.5M | 325,682 | $208.9M | 328,862 | -3,180-0.97% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 6.2% | 2.54% | $517.2M | 448,075 | $151.8M | 449,260 | -1,185-0.26% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.61% | 6.88% | $467.6M | 2.3M | $411.7M | 2.4M | -23,759-1.01% | Reduce |
 APPLE INCAAPL |
| 4.94% | 6.18% | $412.0M | 1.4M | $369.6M | 1.5M | -32,437-2.23% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 4.31% | 1.12% | $359.7M | 619,172 | $67.2M | 330,131 | +289,041+87.55% | Add |
 LAM RESEARCH CORPLRCX |
| 3.58% | 2.36% | $298.3M | 688,419 | $141.0M | 660,133 | +28,286+4.28% | Add |
 AMAZON COM INCAMZN |
| 3.55% | 4.29% | $295.8M | 1.2M | $256.9M | 1.2M | +7,963+0.65% | Add |
| AAlphabet Inc Class CGOOG |
| 3.41% | 3.86% | $283.9M | 803,600 | $231.0M | 805,348 | -1,748-0.22% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.25% | 1.35% | $270.6M | 374,268 | $80.9M | 236,560 | +137,708+58.21% | Add |
 BROADCOM INCAVGO |
| 2.84% | 2.99% | $236.4M | 625,760 | $178.7M | 577,209 | +48,551+8.41% | Add |
 ASML HLDG NVASML |
| 2.55% | 2.29% | $212.9M | 107,010 | $137.0M | 103,708 | +3,302+3.18% | Add |
 MICROSOFT CORPMSFT |
| 2.43% | 4.02% | $202.8M | 543,732 | $240.3M | 649,109 | -105,377-16.23% | Reduce |
| IINNIO NVINIO |
| 2.36% | — | $196.6M | 5.0M | $0 | 0 | +5.0M | New Buy |
| TTERADYNE INCTER |
| 2.11% | 1.5% | $175.6M | 362,931 | $89.5M | 301,875 | +61,056+20.23% | Add |
 TESLA INCTSLA |
| 1.89% | 3.11% | $157.7M | 374,911 | $186.2M | 500,906 | -125,995-25.15% | Reduce |
 ALPHABET INCGOOGL |
| 1.85% | 2.06% | $153.8M | 430,477 | $123.4M | 429,134 | +1,343+0.31% | Add |
 INTEL CORPINTC |
| 1.8% | 0.89% | $149.9M | 1.1M | $53.4M | 1.2M | -135,937-11.24% | Reduce |
 META PLATFORMS INCMETA |
| 1.56% | 2.49% | $129.9M | 230,625 | $149.1M | 260,678 | -30,053-11.53% | Reduce |
| FFORMFACTOR INCFORM |
| 1.49% | 0.02% | $124.1M | 776,000 | $1.2M | 12,000 | +764,000+6,366.67% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.41% | 0.29% | $117.3M | 121,597 | $17.1M | 43,764 | +77,833+177.85% | Add |
 WALMART INCWMT |
| 1.34% | 2.43% | $112.0M | 989,168 | $145.3M | 1.2M | -180,223-15.41% | Reduce |
 CISCO SYS INCCSCO |
| 1.12% | 1.05% | $93.5M | 795,971 | $62.8M | 809,688 | -13,717-1.69% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.04% | — | $86.3M | 228,000 | $0 | 0 | +228,000 | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.01% | 1.52% | $83.8M | 89,596 | $91.0M | 91,357 | -1,761-1.93% | Reduce |
 KLA CORPKLAC |
| 0.98% | 0.66% | $81.3M | 269,481 | $39.6M | 26,926 | +242,555+900.82% | Add |
 Pdd Holdings Inc ADRPDD |
| 0.83% | 1.42% | $69.3M | 907,898 | $84.9M | 830,784 | +77,114+9.28% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.79% | — | $65.8M | 297,940 | $0 | 0 | +297,940 | New Buy |
 PALO ALTOPANW |
| 0.74% | 0.43% | $61.9M | 181,601 | $25.6M | 159,645 | +21,956+13.75% | Add |
 NETFLIX INCNFLX |
| 0.73% | 1.37% | $60.7M | 850,369 | $82.2M | 854,845 | -4,476-0.52% | Reduce |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.71% | 3.36% | $58.9M | 225,856 | $200.8M | 1.1M | -918,539-80.26% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.67% | 0.29% | $56.0M | 187,949 | $17.5M | 176,668 | +11,281+6.39% | Add |
 TEXAS INSTRS INCTXN |
| 0.66% | 0.61% | $54.8M | 183,793 | $36.2M | 186,560 | -2,767-1.48% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.65% | 1.14% | $54.1M | 464,085 | $68.2M | 465,900 | -1,815-0.39% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.64% | 0.32% | $53.7M | 84,107 | $19.0M | 70,065 | +14,042+20.04% | Add |
 LINDE PLCLIN |
| 0.59% | 0.78% | $48.8M | 94,006 | $46.9M | 94,598 | -592-0.63% | Reduce |
| QQUALCOMM INCQCOM |
| 0.56% | 0.47% | $47.0M | 254,344 | $28.3M | 219,478 | +34,866+15.89% | Add |
 AMGEN INC COMAMGN |
| 0.56% | 0.78% | $46.9M | 129,406 | $46.5M | 132,065 | -2,659-2.01% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.52% | 0.37% | $43.4M | 56,932 | $22.2M | 56,948 | -16-0.03% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.51% | 0.07% | $42.5M | 119,924 | $4.3M | 28,352 | +91,572+322.98% | Add |
 ANALOG DEVICES INC COMADI |
| 0.47% | 0.53% | $39.1M | 98,367 | $31.9M | 100,344 | -1,977-1.97% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.45% | 0.72% | $37.9M | 300,113 | $42.9M | 308,052 | -7,939-2.58% | Reduce |
 PEPSICO INCPEP |
| 0.45% | 0.73% | $37.4M | 276,018 | $43.5M | 280,206 | -4,188-1.49% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.45% | 0.6% | $37.3M | 209,337 | $35.9M | 8,531 | +200,806+2,353.84% | Add |
 T-MOBILE US INC COMTMUS |
| 0.44% | 0.78% | $36.7M | 218,551 | $46.9M | 223,222 | -4,671-2.09% | Reduce |
 NEBIUS GROUP N VNBIS |
| 0.44% | 0.12% | $36.3M | 131,578 | $7.2M | 69,125 | +62,453+90.35% | Add |
 ROSS STORES INC COMROST |
| 0.42% | 0.59% | $34.9M | 163,873 | $35.4M | 163,279 | +594+0.36% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.39% | 3.33% | $32.6M | 37,935 | $199.4M | 283,699 | -245,764-86.63% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.39% | 0.64% | $32.4M | 81,429 | $38.0M | 82,448 | -1,019-1.24% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.38% | 0.54% | $31.8M | 61,743 | $32.5M | 81,568 | -19,825-24.30% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.37% | 0.48% | $31.1M | 62,678 | $28.8M | 64,591 | -1,913-2.96% | Reduce |
