 MICRON TECHNOLOGY INCMU |
| 12.76% | 4.33% | $17.3M | 15,000 | $4.1M | 12,000 | +3,000+25.00% | Add |
 INTEL CORPINTC |
| 9.26% | 4.15% | $12.6M | 90,000 | $3.9M | 88,000 | +2,000+2.27% | Add |
 GE VERNOVA INCGEV |
| 8.66% | 9.32% | $11.7M | 10,000 | $8.7M | 10,000 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 8.35% | 9.26% | $11.3M | 30,000 | $8.7M | 28,000 | +2,000+7.14% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.08% | 8.94% | $9.6M | 48,000 | $8.4M | 48,000 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 6.88% | 7.35% | $9.3M | 26,400 | $6.9M | 24,000 | +2,400+10.00% | Add |
 VERTIV HOLDINGS COVRT |
| 6.17% | 6.69% | $8.4M | 25,000 | $6.3M | 25,000 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 5.83% | 6.48% | $7.9M | 6,600 | $6.1M | 6,600 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 4.45% | 2.83% | $6.0M | 20,000 | $2.7M | 1,800 | +18,200+1,011.11% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 4.28% | 1.74% | $5.8M | 10,000 | $1.6M | 8,000 | +2,000+25.00% | Add |
 CORNING INCGLW |
| 3.01% | — | $4.1M | 16,000 | $0 | 0 | +16,000 | New Buy |
 COHERENT CORPCOHR |
| 2.91% | 1.68% | $3.9M | 10,000 | $1.6M | 6,600 | +3,400+51.52% | Add |
 LUMENTUM HLDGS INCLITE |
| 2.66% | 1.8% | $3.6M | 4,200 | $1.7M | 2,400 | +1,800+75.00% | Add |
 AMPHENOL CORPAPH |
| 2.6% | 5.4% | $3.5M | 20,000 | $5.1M | 40,000 | -20,000-50.00% | Reduce |
 ARISTA NETWORKS INCANET |
| 2.5% | 2.89% | $3.4M | 19,952 | $2.7M | 22,000 | -2,048-9.31% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 2.38% | 4.06% | $3.2M | 12,000 | $3.8M | 16,500 | -4,500-27.27% | Reduce |
| SSIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSMERY |
| 2.11% | 2.7% | $2.9M | 75,000 | $2.5M | 15,000 | +60,000+400.00% | Add |
 GE AEROSPACEGE |
| 1.93% | 2.42% | $2.6M | 7,000 | $2.3M | 8,000 | -1,000-12.50% | Reduce |
 NEBIUS GROUP N VNBIS |
| 1.63% | 1% | $2.2M | 8,000 | $933,840 | 9,000 | -1,000-11.11% | Reduce |
 CELESTICA INCCLS |
| 1.61% | 1.5% | $2.2M | 6,000 | $1.4M | 5,000 | +1,000+20.00% | Add |
| CCHURCHILL CAP CORP XI |
| 1.42% | — | $1.9M | 110,491 | $0 | 0 | +110,491 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 1.15% | — | $1.6M | 6,000 | $0 | 0 | +6,000 | New Buy |
| AACM RESH INCACMR |
| 0.37% | — | $507,560 | 4,000 | $0 | 0 | +4,000 | New Buy |
