 AMAZON COM INCAMZN |
| 7.53% | 9.2% | $69.0M | 289,600 | $66.6M | 319,600 | -30,000-9.39% | Reduce |
 VANECK ETF TRUSTSMH |
| 7.15% | — | $65.6M | 100,000 | $0 | 0 | +100,000 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 5.62% | 9.13% | $51.6M | 44,660 | $66.1M | 195,660 | -151,000-77.17% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 5.6% | 4.44% | $51.4M | 67,340 | $32.1M | 82,340 | -15,000-18.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.6% | 7.03% | $51.4M | 256,800 | $50.9M | 291,800 | -35,000-11.99% | Reduce |
 PALO ALTOPANW |
| 5.56% | 3.32% | $51.0M | 149,640 | $24.0M | 149,640 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 5.47% | 2.96% | $50.2M | 197,200 | $21.4M | 142,200 | +55,000+38.68% | Add |
 VERTIV HOLDINGS COVRT |
| 4.38% | 4.16% | $40.2M | 120,000 | $30.1M | 120,000 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 3.41% | — | $31.2M | 70,000 | $0 | 0 | +70,000 | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 3.32% | 3.4% | $30.4M | 22,000 | $24.6M | 22,500 | -500-2.22% | Reduce |
 UNITED RENTALS INCURI |
| 3.09% | — | $28.3M | 25,000 | $0 | 0 | +25,000 | New Buy |
 CLOUDFLARE INCNET |
| 2.82% | 2.29% | $25.9M | 105,400 | $16.6M | 80,400 | +25,000+31.09% | Add |
 TESLA INCTSLA |
| 2.75% | 3.08% | $25.2M | 60,000 | $22.3M | 60,000 | 00.00% | Unchanged |
 MONGODB INC CL AMDB |
| 2.7% | 1.69% | $24.8M | 73,800 | $12.2M | 50,000 | +23,800+47.60% | Add |
 APPLE INCAAPL |
| 2.51% | 2.79% | $23.0M | 79,580 | $20.2M | 79,580 | 00.00% | Unchanged |
| DDICKS SPORTING GOODS INCDKS |
| 2.47% | 1.37% | $22.7M | 100,000 | $9.9M | 50,000 | +50,000+100.00% | Add |
 LOWES COS INC COMLOW |
| 2.4% | — | $22.0M | 100,000 | $0 | 0 | +100,000 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.29% | — | $21.0M | 180,000 | $0 | 0 | +180,000 | New Buy |
 EATON CORP PLCETN |
| 2.21% | 2.11% | $20.3M | 47,600 | $15.2M | 42,600 | +5,000+11.74% | Add |
 ANALOG DEVICES INC COMADI |
| 1.96% | 1.99% | $18.0M | 45,300 | $14.4M | 45,300 | 00.00% | Unchanged |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.9% | 1.56% | $17.4M | 45,700 | $11.3M | 50,700 | -5,000-9.86% | Reduce |
 SERVICENOW INCNOW |
| 1.89% | 1.94% | $17.3M | 174,600 | $14.1M | 134,600 | +40,000+29.72% | Add |
| RRALPH LAUREN CORPRL |
| 1.75% | 1.43% | $16.1M | 40,000 | $10.3M | 30,000 | +10,000+33.33% | Add |
 EMERSON ELEC COEMR |
| 1.64% | 2.08% | $15.0M | 105,000 | $15.1M | 115,000 | -10,000-8.70% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.62% | 1.09% | $14.9M | 50,000 | $7.9M | 80,000 | -30,000-37.50% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.61% | 1.25% | $14.8M | 15,100 | $9.0M | 10,100 | +5,000+49.50% | Add |
 CRANE COMPANYCR |
| 1.58% | 1.54% | $14.5M | 65,000 | $11.1M | 65,000 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.47% | 1.74% | $13.5M | 38,200 | $12.6M | 38,200 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.25% | 1.28% | $11.5M | 32,200 | $9.3M | 32,200 | 00.00% | Unchanged |
 WAYFAIR INCW |
| 1.21% | 1.04% | $11.1M | 120,000 | $7.5M | 100,000 | +20,000+20.00% | Add |
 PULTE GROUP INCPHM |
| 1.2% | 0.89% | $11.0M | 80,000 | $6.5M | 55,000 | +25,000+45.45% | Add |
| AAlphabet Inc Class CGOOG |
| 1.1% | 1.13% | $10.1M | 28,500 | $8.2M | 28,500 | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.02% | — | $9.4M | 25,000 | $0 | 0 | +25,000 | New Buy |
 SILICON LABORATORIES INCSLAB |
| 0.89% | 1.65% | $8.2M | 37,400 | $11.9M | 57,400 | -20,000-34.84% | Reduce |
| LLUXEXPERIENCE BVLUXE |
| 0.77% | 1.05% | $7.1M | 950,000 | $7.6M | 950,000 | 00.00% | Unchanged |
 LULULEMON ATHLETICA INCLULU |
| 0.23% | 0.39% | $2.1M | 18,640 | $2.9M | 18,640 | 00.00% | Unchanged |
