| GGENERAL DYNAMICS CORPVTI |
| 14.02% | 13.74% | $20.7M | 56,035 | $16.4M | 51,216 | +4,819+9.41% | Add |
| AAlphabet Inc Class CGOOG |
| 8.43% | 8.95% | $12.5M | 35,294 | $10.7M | 37,310 | -2,016-5.40% | Reduce |
 ALPHABET INCGOOGL |
| 6.43% | 7.39% | $9.5M | 26,614 | $8.8M | 30,720 | -4,106-13.37% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 6.37% | 5.77% | $9.4M | 130,627 | $6.9M | 95,895 | +34,732+36.22% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.88% | 4.74% | $8.7M | 43,464 | $5.7M | 32,486 | +10,978+33.79% | Add |
 AIRBNB INC COM CL AABNB |
| 5.34% | 5.32% | $7.9M | 55,191 | $6.4M | 50,427 | +4,764+9.45% | Add |
 AMAZON COM INCAMZN |
| 3.48% | 4.01% | $5.2M | 21,611 | $4.8M | 23,028 | -1,417-6.15% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.48% | 1.28% | $5.1M | 8,849 | $1.5M | 7,533 | +1,316+17.47% | Add |
 APPLE INCAAPL |
| 3.39% | 3.82% | $5.0M | 17,347 | $4.6M | 17,999 | -652-3.62% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.09% | 4.74% | $4.6M | 9,127 | $5.7M | 11,827 | -2,700-22.83% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 2.91% | 2.98% | $4.3M | 16,794 | $3.6M | 15,425 | +1,369+8.88% | Add |
 MICROSOFT CORPMSFT |
| 2.88% | 3.77% | $4.3M | 11,436 | $4.5M | 12,183 | -747-6.13% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 2.81% | 2.74% | $4.2M | 41,768 | $3.3M | 42,264 | -496-1.17% | Reduce |
 ROBLOX CORP CL ARBLX |
| 2.26% | 2.91% | $3.3M | 61,555 | $3.5M | 61,555 | 00.00% | Unchanged |
| RRINGCENTRAL INCRNG |
| 2.18% | 2.62% | $3.2M | 82,635 | $3.1M | 84,169 | -1,534-1.82% | Reduce |
| SSTUBHUB HLDGS INCSTUB |
| 2.04% | 0.78% | $3.0M | 234,638 | $934,608 | 149,777 | +84,861+56.66% | Add |
| MMARQETA INCMQ |
| 1.93% | 1.88% | $2.9M | 703,068 | $2.2M | 550,264 | +152,804+27.77% | Add |
 DISNEY WALT CODIS |
| 1.82% | 1.82% | $2.7M | 28,021 | $2.2M | 22,549 | +5,472+24.27% | Add |
 REDDIT INC CL ARDDT |
| 1.63% | 0.85% | $2.4M | 13,869 | $1.0M | 7,535 | +6,334+84.06% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.36% | 1.76% | $2.0M | 2,694 | $2.1M | 3,229 | -535-16.57% | Reduce |
 OKTA INC CLASS AOKTA |
| 1.21% | 0.85% | $1.8M | 13,166 | $1.0M | 12,912 | +254+1.97% | Add |
 FIRST SOLAR INC COMFSLR |
| 1.2% | 1.34% | $1.8M | 7,550 | $1.6M | 8,104 | -554-6.84% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.14% | 1.06% | $1.7M | 3,532 | $1.3M | 3,760 | -228-6.06% | Reduce |
 SALESFORCE INCCRM |
| 1.08% | 1.21% | $1.6M | 10,228 | $1.4M | 7,762 | +2,466+31.77% | Add |
 INTUITINTU |
| 1.03% | 0.68% | $1.5M | 5,849 | $814,604 | 1,884 | +3,965+210.46% | Add |
 TESLA INCTSLA |
| 1.02% | 1.15% | $1.5M | 3,580 | $1.4M | 3,690 | -110-2.98% | Reduce |
 ETSY INC COMETSY |
| 1% | 0.96% | $1.5M | 19,579 | $1.1M | 22,910 | -3,331-14.54% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.78% | 0.76% | $1.2M | 6,479 | $913,639 | 217 | +6,262+2,885.71% | Add |
| DDUOLINGO INCDUOL |
| 0.72% | 0.57% | $1.1M | 9,258 | $678,457 | 6,883 | +2,375+34.51% | Add |
 ASML HLDG NVASML |
| 0.7% | 0.58% | $1.0M | 518 | $698,938 | 529 | -11-2.08% | Reduce |
 NETFLIX INCNFLX |
| 0.66% | 0.76% | $971,611 | 13,608 | $914,387 | 9,510 | +4,098+43.09% | Add |
 BROADCOM INCAVGO |
| 0.58% | 0.59% | $861,136 | 2,280 | $710,922 | 2,297 | -17-0.74% | Reduce |
| IISHARES TRIVV |
| 0.53% | 0.57% | $777,676 | 1,038 | $678,137 | 1,038 | 00.00% | Unchanged |
 PINTEREST INCPINS |
| 0.5% | 0.6% | $742,485 | 35,306 | $722,193 | 39,378 | -4,072-10.34% | Reduce |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.47% | 0.45% | $696,635 | 41,051 | $544,154 | 42,248 | -1,197-2.83% | Reduce |
| IISHARES TRIEUR |
| 0.42% | 0.49% | $627,143 | 8,343 | $586,263 | 8,343 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.41% | 0.57% | $610,656 | 1,084 | $680,280 | 1,189 | -105-8.83% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.39% | 0.37% | $579,985 | 2,655 | $444,652 | 2,243 | +412+18.37% | Add |
| IINVESCO QQQ TRVOO |
| 0.39% | 0.48% | $578,617 | 786 | $568,948 | 986 | -200-20.28% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.37% | 0.47% | $551,869 | 325 | $562,153 | 325 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 0.35% | 0.19% | $519,800 | 1,466 | $227,071 | 1,501 | -35-2.33% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 0.33% | 0.32% | $488,463 | 2,123 | $384,723 | 1,773 | +350+19.74% | Add |
| BBLEND LABS INC CL ABLND |
| 0.32% | 0.42% | $467,803 | 273,569 | $505,021 | 297,071 | -23,502-7.91% | Reduce |
 HARROW INCHROW |
| 0.3% | 0.48% | $448,950 | 10,571 | $576,219 | 16,342 | -5,771-35.31% | Reduce |
| AAMPLITUDE INCAMPL |
| 0.3% | — | $446,338 | 58,345 | $0 | 0 | +58,345 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.28% | 0.34% | $420,899 | 5,093 | $403,611 | 5,070 | +23+0.45% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.26% | 0.24% | $379,174 | 552 | $288,647 | 483 | +69+14.29% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 0.25% | 0.29% | $375,313 | 4,348 | $344,024 | 4,279 | +69+1.61% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 0.25% | 0.2% | $367,136 | 13,254 | $235,100 | 9,499 | +3,755+39.53% | Add |
| IISHARES TRFXI |
| 0.23% | 0.32% | $339,877 | 10,759 | $386,248 | 10,759 | 00.00% | Unchanged |
