INTEL CORP INTC
16.24% 9.32% $201.5M 1.4M $99.4M 2.3M -808,539 -35.91% Reduce ROBINHOOD MKTS INC HOOD
14.55% — $180.5M 1.8M $0 0 +1.8M New Buy S STMICROELECTRONICS N V NY REGISTRY STM
12.8% — $158.8M 2.1M $0 0 +2.1M New Buy AMPHENOL CORP APH
10.01% — $124.2M 704,122 $0 0 +704,122 New Buy SEAGATE TECHNOLOGY HLDNGS PL STX
5.62% — $69.8M 72,280 $0 0 +72,280 New Buy SNOWFLAKE INC COM SHS SNOW
5.33% — $66.2M 259,986 $0 0 +259,986 New Buy FORD MTR CO F
4.68% — $58.0M 4.2M $0 0 +4.2M New Buy APPLIED MATLS INC AMAT
3.79% — $47.0M 64,978 $0 0 +64,978 New Buy KLA CORP KLAC
3.77% — $46.8M 154,980 $0 0 +154,980 New Buy CADENCE DESIGN SYSTEM INC COM CDNS
3.17% — $39.3M 104,733 $0 0 +104,733 New Buy S SEMTECH CORP SMTC
2.61% 2.05% $32.4M 200,167 $21.8M 283,643 -83,476 -29.43% Reduce HONEYWELL INTL INC HON
2.61% — $32.4M 144,577 $0 0 +144,577 New Buy H HONEYWELL AEROSPACE INC HONA
2.58% — $32.0M 144,577 $0 0 +144,577 New Buy LITTELFUSE INC LFUS
2.24% — $27.7M 60,893 $0 0 +60,893 New Buy LAM RESEARCH CORP LRCX
1.81% — $22.5M 51,894 $0 0 +51,894 New Buy O ONTO INNOVATION INC ONTO
1.72% — $21.3M 56,220 $0 0 +56,220 New Buy E ENTEGRIS INC ENTG
1.59% — $19.7M 109,365 $0 0 +109,365 New Buy A ADVANCED ENERGY INDS INC AEIS
1.5% — $18.7M 50,051 $0 0 +50,051 New Buy N NAVAN INC NAVN
1.38% — $17.1M 747,136 $0 0 +747,136 New Buy D DIGITALOCEAN HLDGS INC DOCN
0.96% — $11.9M 76,026 $0 0 +76,026 New Buy Q QNITY ELECTRONICS INC COMMON STOCK Q
0.59% 0.5% $7.3M 44,524 $5.3M 46,264 -1,740 -3.76% Reduce MICRON TECHNOLOGY INC MU
0.45% 4.19% $5.6M 4,840 $44.6M 132,087 -127,247 -96.34% Reduce NVIDIA CORPORATION NVDA
— 5.81% $0 0 $62.0M 355,296 -355,296 Exit TESLA INC TSLA
— 0.91% $0 0 $9.8M 26,231 -26,231 Exit TAIWAN SEMICONDUCTOR MANUFAC TSM
— 3.59% $0 0 $38.3M 113,247 -113,247 Exit CORNING INC GLW
— 6.83% $0 0 $72.8M 535,776 -535,776 Exit MARVELL TECHNOLOGY INC MRVL
— 1.24% $0 0 $13.2M 133,158 -133,158 Exit S SANDISK CORP COM SNDK
— 7.61% $0 0 $81.1M 127,645 -127,645 Exit LUMENTUM HLDGS INC LITE
— 12.31% $0 0 $131.2M 186,661 -186,661 Exit T TERADYNE INC TER
— 2.81% $0 0 $30.0M 101,131 -101,131 Exit COHERENT CORP COHR
— 2.7% $0 0 $28.8M 120,878 -120,878 Exit CIENA CORP CIEN
— 3.91% $0 0 $41.7M 107,349 -107,349 Exit TE CONNECTIVITY PLC ORD SHS TEL
— 2.41% $0 0 $25.6M 122,692 -122,692 Exit A ASTERA LABS INC ALAB
— 3.12% $0 0 $33.3M 303,925 -303,925 Exit M MACOM TECH SOLUTIONS HLDGS I MTSI
— 2.85% $0 0 $30.4M 136,829 -136,829 Exit M MODINE MFG CO MOD
— 2.34% $0 0 $24.9M 115,013 -115,013 Exit QORVO INC QRVO
— 1.98% $0 0 $21.1M 272,959 -272,959 Exit T TOWER SEMICONDUCTOR LTD SHS NEW TSEM
— 10.1% $0 0 $107.7M 613,788 -613,788 Exit A AXT INC AXTI
— 11.06% $0 0 $117.9M 2.1M -2.1M Exit A Alphabet Inc Class C GOOG
— 2.36% $0 0 $25.2M 87,755 -87,755 Exit 
