 MARVELL TECHNOLOGY INCMRVL |
| 17.78% | — | $19.5M | 65,400 | $0 | 0 | +65,400 | New Buy |
 INTEL CORPINTC |
| 14.89% | 2.65% | $16.3M | 116,840 | $1.1M | 25,000 | +91,840+367.36% | Add |
| SSANDISK CORP COMSNDK |
| 13.7% | 15.69% | $15.0M | 6,600 | $6.5M | 10,300 | -3,700-35.92% | Reduce |
| AASTERA LABS INCALAB |
| 12.57% | — | $13.8M | 28,500 | $0 | 0 | +28,500 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 11.17% | — | $12.2M | 10,600 | $0 | 0 | +10,600 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 10.13% | — | $11.1M | 19,100 | $0 | 0 | +19,100 | New Buy |
 BLOOM ENERGY CORPBE |
| 7.54% | 1.4% | $8.3M | 27,300 | $582,607 | 4,300 | +23,000+534.88% | Add |
 APPLIED MATLS INCAMAT |
| 5.54% | — | $6.1M | 8,400 | $0 | 0 | +8,400 | New Buy |
| IISHARES 7-10YRIEF |
| 2.16% | 5.72% | $2.4M | 25,000 | $2.4M | 25,000 | 00.00% | Unchanged |
| MM-TRON INDS INC COMMPTI |
| 0.91% | — | $991,500 | 10,000 | $0 | 0 | +10,000 | New Buy |
 TWILIO INCTWLO |
| 0.78% | — | $858,333 | 4,160 | $0 | 0 | +4,160 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.74% | 30% | $806,576 | 940 | $12.5M | 17,800 | -16,860-94.72% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.65% | — | $706,660 | 2,000 | $0 | 0 | +2,000 | New Buy |
 Pdd Holdings Inc ADRPDD |
| 0.31% | 0.98% | $343,260 | 4,500 | $408,720 | 4,000 | +500+12.50% | Add |
 OCCIDENTAL PETE CORPOXY |
| 0.27% | 0.94% | $291,420 | 6,000 | $390,000 | 6,000 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.26% | 0.69% | $288,640 | 4,000 | $287,720 | 4,000 | 00.00% | Unchanged |
 NIKE INCNKE |
| 0.11% | 0.38% | $123,150 | 3,000 | $158,460 | 3,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.11% | 0.5% | $119,170 | 500 | $208,270 | 1,000 | -500-50.00% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.08% | 0.07% | $91,344 | 800 | $30,620 | 200 | +600+300.00% | Add |
| IISHARES TRTLT |
| 0.08% | 0.21% | $86,420 | 1,000 | $86,690 | 1,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.07% | 1.72% | $71,474 | 200 | $718,900 | 2,500 | -2,300-92.00% | Reduce |
 ADOBE INC COMADBE |
| 0.04% | — | $41,004 | 200 | $0 | 0 | +200 | New Buy |
 DIAGEO PLC SPON ADR NEWDEO |
| 0.04% | 0.09% | $40,190 | 500 | $37,225 | 500 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.03% | 0.09% | $37,302 | 100 | $37,017 | 100 | 00.00% | Unchanged |
 DOMINOS PIZZA INCDPZ |
| 0.03% | — | $29,604 | 100 | $0 | 0 | +100 | New Buy |
| SSELECT SECTOR SPDR TRXLE |
| 0.02% | — | $21,244 | 400 | $0 | 0 | +400 | New Buy |
