| SSANDISK CORP COMSNDK |
| 8.42% | 1.73% | $26.9M | 11,850 | $2.8M | 4,470 | +7,380+165.10% | Add |
 WESTERN DIGITAL CORPWDC |
| 5.99% | — | $19.2M | 30,013 | $0 | 0 | +30,013 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 5.79% | — | $18.5M | 16,046 | $0 | 0 | +16,046 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 5.49% | — | $17.6M | 38,965 | $0 | 0 | +38,965 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.39% | — | $17.2M | 17,871 | $0 | 0 | +17,871 | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 4.85% | — | $15.5M | 76,878 | $0 | 0 | +76,878 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.79% | 6.74% | $15.3M | 32,105 | $11.0M | 32,682 | -577-1.77% | Reduce |
 VERTIV HOLDINGS COVRT |
| 3.64% | 3.59% | $11.6M | 34,779 | $5.9M | 23,469 | +11,310+48.19% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 3.58% | — | $11.5M | 38,515 | $0 | 0 | +38,515 | New Buy |
 SITIME CORPSITM |
| 3.35% | — | $10.7M | 14,375 | $0 | 0 | +14,375 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 3.13% | — | $10.0M | 9,890 | $0 | 0 | +9,890 | New Buy |
 CORNING INCGLW |
| 3.01% | 7.72% | $9.6M | 37,762 | $12.6M | 93,034 | -55,272-59.41% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 2.79% | — | $8.9M | 47,730 | $0 | 0 | +47,730 | New Buy |
 VANECK ETF TRUSTSMH |
| 2.69% | — | $8.6M | 13,133 | $0 | 0 | +13,133 | New Buy |
 PALO ALTOPANW |
| 2.56% | — | $8.2M | 24,050 | $0 | 0 | +24,050 | New Buy |
 BLOOM ENERGY CORPBE |
| 2.55% | — | $8.2M | 27,010 | $0 | 0 | +27,010 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 2.54% | — | $8.1M | 108,672 | $0 | 0 | +108,672 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 2.47% | 3.4% | $7.9M | 39,529 | $5.6M | 31,909 | +7,620+23.88% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.39% | — | $7.7M | 28,185 | $0 | 0 | +28,185 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.32% | — | $7.4M | 9,720 | $0 | 0 | +9,720 | New Buy |
 DATADOG INCDDOG |
| 2.27% | — | $7.3M | 27,920 | $0 | 0 | +27,920 | New Buy |
 ARM HOLDINGS PLCARM |
| 2.24% | — | $7.2M | 20,200 | $0 | 0 | +20,200 | New Buy |
| IISHARES TRIGM |
| 2.13% | 5.14% | $6.8M | 41,725 | $8.4M | 71,020 | -29,295-41.25% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.05% | — | $6.6M | 75,375 | $0 | 0 | +75,375 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 2.04% | — | $6.5M | 11,257 | $0 | 0 | +11,257 | New Buy |
 COHERENT CORPCOHR |
| 1.98% | 7.39% | $6.3M | 16,029 | $12.1M | 50,801 | -34,772-68.45% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.72% | 4.41% | $5.5M | 33,790 | $7.2M | 62,590 | -28,800-46.01% | Reduce |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 1.58% | — | $5.1M | 7,890 | $0 | 0 | +7,890 | New Buy |
| TTERADYNE INCTER |
| 1.5% | 3.16% | $4.8M | 9,951 | $5.2M | 17,471 | -7,520-43.04% | Reduce |
| AAMKOR TECHNOLOGY INCAMKR |
| 1.43% | — | $4.6M | 53,049 | $0 | 0 | +53,049 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 1.43% | 4.72% | $4.6M | 2,306 | $7.7M | 5,603 | -3,297-58.84% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | — | $3.9M | 9,086 | $0 | 0 | +9,086 | New Buy |
| AARGAN INCAGX |
| 0.66% | — | $2.1M | 2,632 | $0 | 0 | +2,632 | New Buy |
