 MONGODB INC CL AMDB |
| 5.74% | 4.3% | $6.7M | 20,000 | $3.9M | 15,996 | +4,004+25.03% | Add |
 APPLIED MATLS INCAMAT |
| 4.68% | 2.82% | $5.5M | 7,580 | $2.6M | 7,500 | +80+1.07% | Add |
| MMKS INC.MKSI |
| 4.41% | — | $5.2M | 11,600 | $0 | 0 | +11,600 | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 3.79% | 3.48% | $4.4M | 11,661 | $3.2M | 14,261 | -2,600-18.23% | Reduce |
 CORNING INCGLW |
| 3.72% | 2.27% | $4.4M | 17,052 | $2.1M | 15,171 | +1,881+12.40% | Add |
| DDOORDASH INCDASH |
| 3.61% | 2.59% | $4.2M | 22,900 | $2.4M | 15,700 | +7,200+45.86% | Add |
| BBILL HOLDINGS INCBILL |
| 3.45% | 4.56% | $4.0M | 4.7M | $4.2M | 4.7M | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 3.11% | 3.24% | $3.6M | 8,150 | $2.9M | 7,430 | +720+9.69% | Add |
 ASML HLDG NVASML |
| 2.89% | — | $3.4M | 1,700 | $0 | 0 | +1,700 | New Buy |
 CLOUDFLARE INCNET |
| 2.89% | — | $3.4M | 13,800 | $0 | 0 | +13,800 | New Buy |
 TWILIO INCTWLO |
| 2.64% | — | $3.1M | 15,000 | $0 | 0 | +15,000 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 2.61% | 1.19% | $3.1M | 12,000 | $1.1M | 7,200 | +4,800+66.67% | Add |
 ORACLE CORPORCL |
| 2.51% | — | $2.9M | 20,000 | $0 | 0 | +20,000 | New Buy |
 META PLATFORMS INCMETA |
| 2.41% | — | $2.8M | 5,000 | $0 | 0 | +5,000 | New Buy |
 GLOBALSTAR INCGSAT |
| 2.33% | — | $2.7M | 33,500 | $0 | 0 | +33,500 | New Buy |
 TELEPHONE & DATA SYS INCTDS |
| 2.23% | 3.26% | $2.6M | 70,604 | $3.0M | 70,604 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 2.2% | — | $2.6M | 5,000 | $0 | 0 | +5,000 | New Buy |
 AMPHENOL CORPAPH |
| 2.18% | 2.01% | $2.6M | 14,500 | $1.8M | 14,500 | 00.00% | Unchanged |
 SNOWFLAKE INCSNOW |
| 2.16% | — | $2.5M | 10,000 | $0 | 0 | +10,000 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 2.15% | 1.24% | $2.5M | 26,214 | $1.1M | 13,614 | +12,600+92.55% | Add |
 VISA INCV |
| 2.14% | 2.42% | $2.5M | 7,300 | $2.2M | 7,300 | 00.00% | Unchanged |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 2.1% | — | $2.5M | 20,000 | $0 | 0 | +20,000 | New Buy |
 AMAZON COM INCAMZN |
| 2.1% | — | $2.5M | 10,300 | $0 | 0 | +10,300 | New Buy |
 ANALOG DEVICES INC COMADI |
| 2.04% | 0.84% | $2.4M | 6,000 | $763,536 | 2,400 | +3,600+150.00% | Add |
 ROBLOX CORPRBLX |
| 1.85% | — | $2.2M | 40,000 | $0 | 0 | +40,000 | New Buy |
| UUnity Software IncU |
| 1.68% | 2.14% | $2.0M | 2.0M | $1.9M | 2.0M | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 1.51% | — | $1.8M | 10,400 | $0 | 0 | +10,400 | New Buy |
 EQUINIX INCEQIX |
| 1.47% | 2.24% | $1.7M | 1,645 | $2.0M | 2,085 | -440-21.10% | Reduce |
| NNUTANIX INCNTNX |
| 1.43% | 1.37% | $1.7M | 32,890 | $1.3M | 32,890 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 1.39% | 1.88% | $1.6M | 9,914 | $1.7M | 9,914 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.32% | 0.89% | $1.5M | 10,500 | $809,215 | 5,500 | +5,000+90.91% | Add |
 CIENA CORPCIEN |
| 1.27% | — | $1.5M | 3,040 | $0 | 0 | +3,040 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.22% | — | $1.4M | 1,480 | $0 | 0 | +1,480 | New Buy |
 Super Micro Computer, Inc.SMCI |
| 1.19% | 0.88% | $1.4M | 1.5M | $799,900 | 1.0M | +500,000+50.00% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.13% | 2.5% | $1.3M | 7,932 | $2.3M | 13,132 | -5,200-39.60% | Reduce |
 JOYY INCJOYY |
| 1.05% | 1.2% | $1.2M | 18,705 | $1.1M | 18,705 | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 0.96% | — | $1.1M | 2,320 | $0 | 0 | +2,320 | New Buy |
 SERVICENOW INCNOW |
| 0.95% | 0.92% | $1.1M | 11,230 | $839,456 | 8,030 | +3,200+39.85% | Add |
 KLA CORPKLAC |
| 0.91% | 1.55% | $1.1M | 3,540 | $1.4M | 960 | +2,580+268.75% | Add |
 TWILIO INCTWLO |
| 0.91% | 1.6% | $1.1M | 5,166 | $1.5M | 11,566 | -6,400-55.33% | Reduce |
 TRIP COM GROUP LTDTCOM |
| 0.9% | 0.53% | $1.0M | 26,300 | $482,963 | 9,700 | +16,600+171.13% | Add |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.85% | 1.13% | $995,498 | 49,626 | $1.0M | 49,626 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 0.85% | — | $993,536 | 4,046 | $0 | 0 | +4,046 | New Buy |
 COHERENT CORPCOHR |
| 0.81% | — | $946,728 | 2,400 | $0 | 0 | +2,400 | New Buy |
| SSPDR GOLD TRGLD |
| 0.81% | 1.21% | $943,053 | 2,560 | $1.1M | 2,560 | 00.00% | Unchanged |
 ETSY INCETSY |
| 0.8% | 0.66% | $937,500 | 12,500 | $600,000 | 12,500 | 00.00% | Unchanged |
 SHOPIFY INCSHOP |
| 0.7% | 0.94% | $820,954 | 7,190 | $852,878 | 7,190 | 00.00% | Unchanged |
 UNIVERSAL DISPLAY CORPOLED |
| 0.68% | 0.93% | $798,100 | 9,217 | $844,830 | 9,217 | 00.00% | Unchanged |
 AIRBNB INC COM CL AABNB |
| 0.61% | 2.32% | $715,500 | 5,000 | $2.1M | 16,700 | -11,700-70.06% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 0.6% | — | $705,840 | 4,000 | $0 | 0 | +4,000 | New Buy |
