| IISHARES TRMTUM |
| 6.05% | — | $14.6M | 42,500 | $0 | 0 | +42,500 | New Buy |
 REDDIT INC CL ARDDT |
| 5.57% | 1.6% | $13.4M | 77,389 | $7.3M | 54,033 | +23,356+43.23% | Add |
| AAPPLOVIN CORPAPP |
| 5.44% | 1.74% | $13.1M | 25,426 | $7.9M | 19,873 | +5,553+27.94% | Add |
| TTRANSMEDICS GROUP INCTMDX |
| 5.27% | 2.71% | $12.7M | 191,240 | $12.4M | 124,268 | +66,972+53.89% | Add |
 NEBIUS GROUP N VNBIS |
| 5.12% | 2.04% | $12.3M | 44,645 | $9.3M | 89,399 | -44,754-50.06% | Reduce |
| HHIMS & HERS HEALTH INCHIMS |
| 4.89% | 1.19% | $11.8M | 339,978 | $5.4M | 260,247 | +79,731+30.64% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 4.61% | 1% | $11.1M | 40,819 | $4.6M | 48,662 | -7,843-16.12% | Reduce |
 HARROW INCHROW |
| 3.74% | 1.11% | $9.0M | 211,981 | $5.1M | 143,923 | +68,058+47.29% | Add |
 APPLIED OPTOELECTRONICS INCAAOI |
| 3.58% | 0.36% | $8.6M | 58,277 | $1.6M | 19,454 | +38,823+199.56% | Add |
 MERCADOLIBRE INC COMMELI |
| 3.13% | 1% | $7.5M | 4,448 | $4.5M | 2,627 | +1,821+69.32% | Add |
 NU HLDGS LTDNU |
| 2.87% | 0.91% | $6.9M | 518,327 | $4.2M | 289,752 | +228,575+78.89% | Add |
 IREN LTDIREN |
| 2.34% | 0.89% | $5.6M | 123,456 | $4.1M | 118,614 | +4,842+4.08% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.21% | 0.23% | $5.3M | 4,612 | $1.0M | 3,103 | +1,509+48.63% | Add |
| AASTERA LABS INCALAB |
| 2.2% | 0.66% | $5.3M | 10,953 | $3.0M | 27,290 | -16,337-59.86% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.8% | — | $4.3M | 77,617 | $0 | 0 | +77,617 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 1.79% | 0.69% | $4.3M | 45,120 | $3.1M | 37,751 | +7,369+19.52% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 1.53% | — | $3.7M | 49,852 | $0 | 0 | +49,852 | New Buy |
| SSHARONAI HOLDINGS INCSHAZ |
| 1.46% | — | $3.5M | 41,694 | $0 | 0 | +41,694 | New Buy |
 MP MATERIALS CORPMP |
| 1.43% | 0.53% | $3.4M | 61,473 | $2.4M | 49,653 | +11,820+23.81% | Add |
| BBOOST RUN INCBRUN |
| 1.43% | — | $3.4M | 88,631 | $0 | 0 | +88,631 | New Buy |
| ZZETA GLOBAL HOLDINGS CORPZETA |
| 1.38% | — | $3.3M | 168,692 | $0 | 0 | +168,692 | New Buy |
 PROCEPT BIOROBOTICS CORPPRCT |
| 1.35% | 0.44% | $3.3M | 144,408 | $2.0M | 80,339 | +64,069+79.75% | Add |
| OOUSTER INCOUST |
| 1.19% | — | $2.9M | 46,043 | $0 | 0 | +46,043 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.16% | — | $2.8M | 13,965 | $0 | 0 | +13,965 | New Buy |
 ONDAS INCONDS |
| 1.13% | 0.32% | $2.7M | 330,115 | $1.4M | 159,094 | +171,021+107.50% | Add |
| RRUBRIK INC CLASS ARBRK |
| 1.13% | — | $2.7M | 33,807 | $0 | 0 | +33,807 | New Buy |
 AXON ENTERPRISEAXON |
| 1.05% | — | $2.5M | 4,528 | $0 | 0 | +4,528 | New Buy |
 BLOOM ENERGY CORPBE |
| 1.05% | — | $2.5M | 8,340 | $0 | 0 | +8,340 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 1% | — | $2.4M | 98,381 | $0 | 0 | +98,381 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.97% | 0.22% | $2.3M | 2,737 | $991,594 | 1,411 | +1,326+93.98% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.97% | — | $2.3M | 23,373 | $0 | 0 | +23,373 | New Buy |
| PPLANET LABS PBC CLASS APL |
| 0.91% | — | $2.2M | 65,849 | $0 | 0 | +65,849 | New Buy |
 MONGODB INC CL AMDB |
| 0.88% | — | $2.1M | 6,347 | $0 | 0 | +6,347 | New Buy |
 COHERENT CORPCOHR |
| 0.87% | 0.19% | $2.1M | 5,304 | $885,665 | 3,718 | +1,586+42.66% | Add |
 DATADOG INCDDOG |
| 0.86% | — | $2.1M | 7,985 | $0 | 0 | +7,985 | New Buy |
| CCLEARPOINT NEURO INCCLPT |
| 0.86% | 0.19% | $2.1M | 115,600 | $872,144 | 95,840 | +19,760+20.62% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.84% | — | $2.0M | 3,481 | $0 | 0 | +3,481 | New Buy |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.81% | — | $1.9M | 21,895 | $0 | 0 | +21,895 | New Buy |
 ZSCALER INCZS |
| 0.78% | — | $1.9M | 13,351 | $0 | 0 | +13,351 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 0.78% | — | $1.9M | 18,492 | $0 | 0 | +18,492 | New Buy |
 CORNING INCGLW |
| 0.76% | — | $1.8M | 7,133 | $0 | 0 | +7,133 | New Buy |
 MGM RESORTS INTERNATIONALMGM |
| 0.75% | — | $1.8M | 38,002 | $0 | 0 | +38,002 | New Buy |
 INTEL CORPINTC |
| 0.75% | — | $1.8M | 12,950 | $0 | 0 | +12,950 | New Buy |
| FFLUENCE ENERGY INCFLNC |
| 0.73% | — | $1.8M | 88,375 | $0 | 0 | +88,375 | New Buy |
| DDESTINY TECH100 INC COM SHSDXYZ |
| 0.72% | — | $1.7M | 67,104 | $0 | 0 | +67,104 | New Buy |
| LLIGHTPATH TECHNOLOGIES INCLPTH |
| 0.71% | — | $1.7M | 103,995 | $0 | 0 | +103,995 | New Buy |
| NNEW ERA ENERGY AND DIGITAL ORDNUAIW |
| 0.67% | — | $1.6M | 252,068 | $0 | 0 | +252,068 | New Buy |
 LENNAR CORPLEN |
| 0.61% | — | $1.5M | 16,368 | $0 | 0 | +16,368 | New Buy |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.61% | — | $1.5M | 257,503 | $0 | 0 | +257,503 | New Buy |
| QQUALCOMM INCQCOM |
| 0.61% | — | $1.5M | 7,900 | $0 | 0 | +7,900 | New Buy |
