| IISHARES TRTLT |
| 36.91% | — | $54.2M | 627,200 | $0 | 0 | +627,200 | New Buy |
 VANECK ETF TRUSTSMH |
| 28.58% | — | $42.0M | 64,000 | $0 | 0 | +64,000 | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 6.52% | 7.19% | $9.6M | 47,400 | $4.7M | 38,000 | +9,400+24.74% | Add |
 BROADCOM INCAVGO |
| 5.84% | 0.42% | $8.6M | 22,710 | $274,226 | 886 | +21,824+2,463.21% | Add |
| IISHARES INCEWZ |
| 2.42% | 22.37% | $3.6M | 103,000 | $14.5M | 378,600 | -275,600-72.79% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.31% | 1.16% | $1.9M | 844 | $753,513 | 1,186 | -342-28.84% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.13% | 0.81% | $1.7M | 1,434 | $524,328 | 1,552 | -118-7.60% | Reduce |
 ALPHABET INCGOOGL |
| 0.92% | 0.34% | $1.4M | 3,801 | $223,147 | 776 | +3,025+389.82% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.77% | 0.88% | $1.1M | 1,775 | $572,898 | 2,118 | -343-16.19% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.61% | 0.39% | $902,011 | 3,028 | $256,143 | 2,586 | +442+17.09% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.6% | 1.01% | $877,795 | 1,023 | $653,567 | 930 | +93+10.00% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.56% | 0.4% | $827,216 | 1,424 | $258,763 | 1,272 | +152+11.95% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.56% | 0.38% | $819,113 | 3,012 | $249,600 | 2,659 | +353+13.28% | Add |
 LAM RESEARCH CORPLRCX |
| 0.47% | 0.62% | $684,661 | 1,580 | $401,253 | 1,878 | -298-15.87% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.47% | 0.34% | $683,256 | 1,927 | $219,961 | 1,454 | +473+32.53% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.45% | 1.51% | $664,899 | 3,323 | $980,651 | 5,623 | -2,300-40.90% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | — | $664,880 | 1,541 | $0 | 0 | +1,541 | New Buy |
 KLA CORPKLAC |
| 0.43% | 0.48% | $624,540 | 2,070 | $310,679 | 211 | +1,859+881.04% | Add |
 VERTIV HOLDINGS COVRT |
| 0.41% | 1.08% | $607,363 | 1,814 | $702,877 | 2,805 | -991-35.33% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.41% | 0.59% | $606,597 | 839 | $381,096 | 1,115 | -276-24.75% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.41% | 0.34% | $595,405 | 617 | $219,777 | 561 | +56+9.98% | Add |
 COHERENT CORPCOHR |
| 0.37% | 0.67% | $548,313 | 1,390 | $436,877 | 1,834 | -444-24.21% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.37% | — | $538,027 | 11,927 | $0 | 0 | +11,927 | New Buy |
 CORNING INCGLW |
| 0.34% | — | $496,300 | 1,943 | $0 | 0 | +1,943 | New Buy |
 CISCO SYS INCCSCO |
| 0.32% | 0.37% | $476,300 | 4,055 | $237,503 | 3,061 | +994+32.47% | Add |
| VVIAVI SOLUTIONS INCVIAV |
| 0.32% | 0.39% | $468,237 | 9,806 | $254,492 | 7,647 | +2,159+28.23% | Add |
 AMPHENOL CORPAPH |
| 0.32% | 0.39% | $464,251 | 2,633 | $252,195 | 1,996 | +637+31.91% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.31% | 0.46% | $453,214 | 949 | $296,382 | 877 | +72+8.21% | Add |
 MICROSOFT CORPMSFT |
| 0.3% | — | $434,195 | 1,164 | $0 | 0 | +1,164 | New Buy |
| FFLEX LTDFLEX |
| 0.29% | — | $430,134 | 2,654 | $0 | 0 | +2,654 | New Buy |
 JABIL INCJBL |
| 0.29% | 0.44% | $425,955 | 1,105 | $285,818 | 1,076 | +29+2.70% | Add |
 ARISTA NETWORKS INCANET |
| 0.28% | — | $415,526 | 2,446 | $0 | 0 | +2,446 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.28% | 0.51% | $409,045 | 3,506 | $331,470 | 2,266 | +1,240+54.72% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.28% | 0.33% | $408,590 | 2,409 | $216,216 | 1,828 | +581+31.78% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.26% | — | $382,333 | 501 | $0 | 0 | +501 | New Buy |
| SSANMINA CORPSANM |
| 0.26% | — | $377,089 | 1,490 | $0 | 0 | +1,490 | New Buy |
 INTEL CORPINTC |
| 0.25% | — | $369,601 | 2,647 | $0 | 0 | +2,647 | New Buy |
 PALO ALTOPANW |
| 0.24% | — | $358,753 | 1,052 | $0 | 0 | +1,052 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 0.23% | 0.37% | $330,986 | 167 | $237,186 | 172 | -5-2.91% | Reduce |
 EQUINIX INCEQIX |
| 0.22% | 0.36% | $327,310 | 314 | $235,258 | 240 | +74+30.83% | Add |
 QUANTA SVCS INCPWR |
| 0.21% | — | $312,497 | 434 | $0 | 0 | +434 | New Buy |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.21% | — | $305,824 | 3,711 | $0 | 0 | +3,711 | New Buy |
 GE VERNOVA INCGEV |
| 0.21% | 0.34% | $305,464 | 260 | $219,098 | 251 | +9+3.59% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.21% | — | $301,308 | 3,027 | $0 | 0 | +3,027 | New Buy |
 EATON CORP PLCETN |
| 0.2% | — | $299,562 | 703 | $0 | 0 | +703 | New Buy |
 AMAZON COM INCAMZN |
| 0.2% | — | $289,345 | 1,214 | $0 | 0 | +1,214 | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 0.2% | — | $289,293 | 589 | $0 | 0 | +589 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.18% | — | $271,180 | 1,856 | $0 | 0 | +1,856 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.18% | 0.33% | $268,293 | 1,494 | $212,287 | 1,178 | +316+26.83% | Add |
 ASML HLDG NVASML |
| 0.18% | 0.48% | $264,596 | 133 | $309,074 | 234 | -101-43.16% | Reduce |
