 NVIDIA CORPORATIONNVDA |
| 8.25% | 9.91% | $361.3M | 1.8M | $344.6M | 2.0M | -170,323-8.62% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.46% | 3.27% | $239.1M | 411,585 | $113.9M | 559,718 | -148,133-26.47% | Reduce |
 TESLA INCTSLA |
| 5.13% | 5.74% | $224.7M | 534,122 | $199.7M | 537,194 | -3,072-0.57% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.59% | 1.86% | $200.8M | 173,965 | $64.8M | 191,950 | -17,985-9.37% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.41% | 4.51% | $193.1M | 546,596 | $156.8M | 546,481 | +115+0.02% | Add |
 AXON ENTERPRISEAXON |
| 3.87% | 3.52% | $169.4M | 302,151 | $122.4M | 288,211 | +13,940+4.84% | Add |
 AMAZON COM INCAMZN |
| 3.37% | 3.79% | $147.4M | 618,334 | $131.9M | 633,290 | -14,956-2.36% | Reduce |
 APPLE INCAAPL |
| 3.33% | 3.66% | $145.9M | 504,171 | $127.4M | 501,815 | +2,356+0.47% | Add |
 SHOPIFY INCSHOP |
| 3.09% | 4.47% | $135.2M | 1.2M | $155.3M | 1.3M | -125,360-9.58% | Reduce |
 META PLATFORMS INCMETA |
| 2.84% | 3.7% | $124.2M | 220,423 | $128.7M | 225,013 | -4,590-2.04% | Reduce |
 BROADCOM INCAVGO |
| 2.75% | 2.78% | $120.6M | 319,150 | $96.7M | 312,560 | +6,590+2.11% | Add |
 MICROSOFT CORPMSFT |
| 2.66% | 3.35% | $116.5M | 312,395 | $116.4M | 314,420 | -2,025-0.64% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.61% | 3.56% | $114.3M | 67,366 | $123.8M | 71,626 | -4,260-5.95% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 2.48% | 2.57% | $108.7M | 78,604 | $89.6M | 81,911 | -3,307-4.04% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.48% | 1.09% | $108.6M | 399,306 | $37.8M | 402,961 | -3,655-0.91% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.42% | 1.65% | $106.2M | 139,105 | $57.4M | 147,088 | -7,983-5.43% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 2.33% | 1.89% | $102.2M | 1.0M | $65.8M | 1.0M | -19,995-1.95% | Reduce |
 VERTIV HOLDINGS COVRT |
| 2.14% | 2.16% | $93.7M | 279,992 | $75.2M | 299,962 | -19,970-6.66% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.14% | 1.88% | $93.7M | 368,329 | $65.3M | 433,142 | -64,813-14.96% | Reduce |
 ALPHABET INCGOOGL |
| 1.82% | 1.88% | $79.8M | 223,202 | $65.2M | 226,780 | -3,578-1.58% | Reduce |
 QUANTA SVCS INCPWR |
| 1.64% | 1.58% | $71.7M | 99,591 | $55.0M | 100,176 | -585-0.58% | Reduce |
 NATERA INCNTRA |
| 1.58% | 1.5% | $69.1M | 254,549 | $52.3M | 261,479 | -6,930-2.65% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.3% | 0.77% | $57.0M | 78,800 | $26.9M | 78,800 | 00.00% | Unchanged |
| TTOAST INC CL ATOST |
| 1.27% | 1.35% | $55.4M | 2.0M | $47.0M | 1.8M | +217,445+12.25% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.19% | 0.66% | $51.9M | 108,665 | $22.8M | 67,550 | +41,115+60.87% | Add |
| SSchwab Strategic TrSWTSX |
| 1.04% | 1.91% | $45.7M | 2.5M | $66.5M | 4.2M | -1.7M-40.67% | Reduce |
 KLA CORPKLAC |
| 1.03% | 0.64% | $45.3M | 150,000 | $22.1M | 15,000 | +135,000+900.00% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.03% | 0.49% | $45.0M | 104,190 | $17.0M | 103,790 | +400+0.39% | Add |
| KKARMAN HLDGS INCKRMN |
| 1% | 1.44% | $43.7M | 874,574 | $50.1M | 626,384 | +248,190+39.62% | Add |
 ARISTA NETWORKS INCANET |
| 0.99% | 0.9% | $43.1M | 253,900 | $31.2M | 253,900 | 00.00% | Unchanged |
 DATADOG INCDDOG |
| 0.95% | 0.56% | $41.7M | 160,100 | $19.4M | 163,995 | -3,895-2.38% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.95% | 0.97% | $41.5M | 80,571 | $33.9M | 85,199 | -4,628-5.43% | Reduce |
 NETFLIX INCNFLX |
| 0.95% | 1.68% | $41.5M | 581,345 | $58.5M | 608,320 | -26,975-4.43% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.95% | 1.62% | $41.4M | 573,837 | $56.2M | 781,151 | -207,314-26.54% | Reduce |
 PALO ALTOPANW |
| 0.73% | 0.44% | $32.0M | 93,910 | $15.2M | 94,930 | -1,020-1.07% | Reduce |
 COHERENT CORPCOHR |
| 0.72% | 0.1% | $31.5M | 79,777 | $3.5M | 14,800 | +64,977+439.03% | Add |
 AMPHENOL CORPAPH |
| 0.71% | 0.65% | $31.0M | 176,030 | $22.5M | 177,935 | -1,905-1.07% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 0.65% | — | $28.6M | 14,414 | $0 | 0 | +14,414 | New Buy |
| SSAMSARA INC CLASS AIOT |
| 0.62% | 0.66% | $27.0M | 832,213 | $22.9M | 724,043 | +108,170+14.94% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.61% | — | $26.7M | 89,657 | $0 | 0 | +89,657 | New Buy |
 ASML HLDG NVASML |
| 0.6% | 0.5% | $26.3M | 13,222 | $17.5M | 13,222 | 00.00% | Unchanged |
 VISA INCV |
| 0.6% | 0.58% | $26.2M | 76,348 | $20.0M | 66,308 | +10,040+15.14% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.56% | 0.52% | $24.4M | 65,000 | $18.1M | 65,000 | 00.00% | Unchanged |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.54% | 1.08% | $23.7M | 51,617 | $37.5M | 77,421 | -25,804-33.33% | Reduce |
| NNLIGHT INCLASR |
| 0.53% | 0.47% | $23.4M | 336,035 | $16.3M | 285,560 | +50,475+17.68% | Add |
 ARM HOLDINGS PLCARM |
| 0.49% | 0.25% | $21.6M | 60,965 | $8.6M | 57,100 | +3,865+6.77% | Add |
| QQUALCOMM INCQCOM |
| 0.49% | 0.46% | $21.4M | 115,977 | $16.2M | 125,512 | -9,535-7.60% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.49% | 0.21% | $21.3M | 22,100 | $7.2M | 18,500 | +3,600+19.46% | Add |
 EAST WEST BANCORP INCEWBC |
| 0.49% | 0.36% | $21.3M | 139,725 | $12.6M | 118,710 | +21,015+17.70% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.47% | 0.41% | $20.5M | 73,100 | $14.4M | 73,100 | 00.00% | Unchanged |
