 MICRON TECHNOLOGY INCMU |
| 8.19% | <0.01% | $37.8M | 32,790 | $3,378 | 10 | +32,780+327,800.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.05% | 9.29% | $37.2M | 77,910 | $25.0M | 73,970 | +3,940+5.33% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 8% | <0.01% | $37.0M | 63,650 | $2,034 | 10 | +63,640+636,400.00% | Add |
 NEBIUS GROUP N VNBIS |
| 6.11% | 3.1% | $28.2M | 102,240 | $8.3M | 80,340 | +21,900+27.26% | Add |
 BLOOM ENERGY CORPBE |
| 5.96% | 4.12% | $27.6M | 91,090 | $11.1M | 81,810 | +9,280+11.34% | Add |
 WESTERN DIGITAL CORPWDC |
| 4.99% | <0.01% | $23.1M | 36,120 | $2,705 | 10 | +36,110+361,100.00% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 4.9% | 3.04% | $22.7M | 76,080 | $8.2M | 82,580 | -6,500-7.87% | Reduce |
 CORNING INCGLW |
| 4.87% | 4.33% | $22.5M | 88,230 | $11.7M | 85,690 | +2,540+2.96% | Add |
 APPLIED MATLS INCAMAT |
| 4.87% | 4.12% | $22.5M | 31,120 | $11.1M | 32,470 | -1,350-4.16% | Reduce |
 INTEL CORPINTC |
| 4.86% | — | $22.5M | 160,840 | $0 | 0 | +160,840 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 4.09% | <0.01% | $18.9M | 19,590 | $3,918 | 10 | +19,580+195,800.00% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 4.08% | <0.01% | $18.9M | 69,380 | $939 | 10 | +69,370+693,700.00% | Add |
| AASTERA LABS INCALAB |
| 3.44% | <0.01% | $15.9M | 32,880 | $1,096 | 10 | +32,870+328,700.00% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 3.35% | 2.05% | $15.5M | 94,760 | $5.5M | 47,780 | +46,980+98.33% | Add |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 3.19% | — | $14.8M | 44,280 | $0 | 0 | +44,280 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 3.02% | — | $14.0M | 161,800 | $0 | 0 | +161,800 | New Buy |
| TTERADYNE INCTER |
| 3.01% | 3.09% | $13.9M | 28,750 | $8.3M | 28,040 | +710+2.53% | Add |
| RROCKET LAB CORP COMRKLB |
| 3.01% | <0.01% | $13.9M | 136,690 | $642 | 10 | +136,680+1,366,800.00% | Add |
 ARM HOLDINGS PLCARM |
| 2.98% | 4.52% | $13.8M | 38,840 | $12.2M | 80,450 | -41,610-51.72% | Reduce |
| AAEHR TEST SYSAEHR |
| 2.96% | — | $13.7M | 142,640 | $0 | 0 | +142,640 | New Buy |
| MMAXLINEAR INCMXL |
| 2.03% | — | $9.4M | 73,470 | $0 | 0 | +73,470 | New Buy |
 KLA CORPKLAC |
| 2% | 0.01% | $9.3M | 30,660 | $14,724 | 10 | +30,650+306,500.00% | Add |
 LAM RESEARCH CORPLRCX |
| 1.98% | <0.01% | $9.2M | 21,170 | $2,137 | 10 | +21,160+211,600.00% | Add |
| SSANDISK CORP COMSNDK |
| <0.01% | <0.01% | $22,737 | 10 | $6,353 | 10 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| <0.01% | 0.01% | $16,974 | 10 | $17,290 | 10 | 00.00% | Unchanged |
 PALO ALTOPANW |
| <0.01% | <0.01% | $14,323 | 42 | $6,733 | 42 | 00.00% | Unchanged |
 MONOLITHIC PWR SYS INCMPWR |
| <0.01% | <0.01% | $13,824 | 10 | $10,934 | 10 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| <0.01% | 6.17% | $11,749 | 10 | $16.6M | 19,010 | -19,000-99.95% | Reduce |
 EQUINIX INCEQIX |
| <0.01% | — | $10,424 | 10 | $0 | 0 | +10 | New Buy |
 LUMENTUM HLDGS INCLITE |
| <0.01% | 8.34% | $8,581 | 10 | $22.5M | 31,950 | -31,940-99.97% | Reduce |
| AARGAN INCAGX |
| <0.01% | <0.01% | $7,986 | 10 | $5,447 | 10 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| <0.01% | <0.01% | $7,631 | 10 | $3,904 | 10 | 00.00% | Unchanged |
 SITIME CORPSITM |
| <0.01% | <0.01% | $7,456 | 10 | $3,454 | 10 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| <0.01% | <0.01% | $7,364 | 10 | $5,772 | 10 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| <0.01% | <0.01% | $7,140 | 100 | $9,615 | 100 | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| <0.01% | <0.01% | $6,559 | 10 | $3,834 | 10 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| <0.01% | <0.01% | $5,633 | 10 | $5,721 | 10 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| <0.01% | <0.01% | $5,152 | 10 | $3,980 | 10 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| <0.01% | <0.01% | $4,964 | 50 | $5,228 | 50 | 00.00% | Unchanged |
 CIENA CORPCIEN |
| <0.01% | <0.01% | $4,906 | 10 | $3,882 | 10 | 00.00% | Unchanged |
| TTEXAS PACIFIC LAND CORPORATITPL |
| <0.01% | <0.01% | $4,376 | 10 | $4,746 | 10 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| <0.01% | <0.01% | $4,315 | 10 | $1,641 | 10 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| <0.01% | <0.01% | $4,261 | 10 | $3,577 | 10 | 00.00% | Unchanged |
 TESLA INCTSLA |
| <0.01% | <0.01% | $4,206 | 10 | $3,718 | 10 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| <0.01% | 6.75% | $3,945 | 10 | $18.2M | 76,300 | -76,290-99.99% | Reduce |
 JABIL INCJBL |
| <0.01% | <0.01% | $3,855 | 10 | $2,656 | 10 | 00.00% | Unchanged |
| TTALEN ENERGY CORPTLN |
| <0.01% | <0.01% | $3,843 | 10 | $3,192 | 10 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| <0.01% | <0.01% | $3,778 | 10 | $3,095 | 10 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| <0.01% | <0.01% | $3,737 | 10 | $2,838 | 10 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| <0.01% | <0.01% | $3,730 | 10 | $3,702 | 10 | 00.00% | Unchanged |
