 ROKU INC COM CL AROKU |
| 13.25% | 14.13% | $8.3M | 60,000 | $6.6M | 70,000 | -10,000-14.29% | Reduce |
 BLOOM ENERGY CORPBE |
| 12.1% | 9.25% | $7.6M | 25,000 | $4.3M | 32,000 | -7,000-21.88% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 9.75% | 8.22% | $6.1M | 60,000 | $3.9M | 60,000 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 6.31% | 5.08% | $3.9M | 10,000 | $2.4M | 10,000 | 00.00% | Unchanged |
| OOKLO INCOKLO |
| 5.02% | 3.17% | $3.1M | 60,000 | $1.5M | 30,000 | +30,000+100.00% | Add |
| VVIASAT INCVSAT |
| 4.31% | — | $2.7M | 30,000 | $0 | 0 | +30,000 | New Buy |
| AASM INTERNTNL NV ADR FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS |
| 3.67% | 4.02% | $2.3M | 2,000 | $1.9M | 2,500 | -500-20.00% | Reduce |
 BROADCOM INCAVGO |
| 3.02% | 3.3% | $1.9M | 5,000 | $1.5M | 5,000 | 00.00% | Unchanged |
 CORNING INCGLW |
| 2.64% | 1.87% | $1.7M | 6,460 | $878,366 | 6,460 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.42% | 4.06% | $1.5M | 13,000 | $1.9M | 13,000 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 2.42% | 2.46% | $1.5M | 2,100 | $1.2M | 2,100 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 2.4% | 2.22% | $1.5M | 15,000 | $1.0M | 15,000 | 00.00% | Unchanged |
| FFIREFLY AEROSPACE INCFLY |
| 2.35% | — | $1.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
 SOFI TECHNOLOGIES INC COMSOFI |
| 2.29% | 2.71% | $1.4M | 80,000 | $1.3M | 80,000 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 2.28% | 8.2% | $1.4M | 20,000 | $3.8M | 40,000 | -20,000-50.00% | Reduce |
| VVOYAGER TECHNOLOGIES INCVOYG |
| 2.06% | — | $1.3M | 40,000 | $0 | 0 | +40,000 | New Buy |
 REDWIRE CORPORATIONRDW |
| 1.95% | — | $1.2M | 100,000 | $0 | 0 | +100,000 | New Buy |
 ARISTA NETWORKS INCANET |
| 1.36% | 3.93% | $849,400 | 5,000 | $1.8M | 15,000 | -10,000-66.67% | Reduce |
| TTOAST INC CL ATOST |
| 1.33% | 3.39% | $834,600 | 30,000 | $1.6M | 60,000 | -30,000-50.00% | Reduce |
| PPLANET LABS PBC CLASS APL |
| 1.32% | — | $828,250 | 25,000 | $0 | 0 | +25,000 | New Buy |
 ASPEN AEROGELS INC COMASPN |
| 1.27% | 0.91% | $792,500 | 125,000 | $427,500 | 125,000 | 00.00% | Unchanged |
| DDOMO INC COM CL BDOMO |
| 1.25% | 1.63% | $782,500 | 250,000 | $765,000 | 250,000 | 00.00% | Unchanged |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 1.22% | 1.2% | $760,900 | 7,000 | $563,360 | 7,000 | 00.00% | Unchanged |
| AAXCELIS TECHNOLOGIES INCACLS |
| 1.21% | 0.79% | $757,800 | 4,000 | $372,320 | 4,000 | 00.00% | Unchanged |
 INTUITIVE MACHS INC CLASS ALUNR |
| 1.03% | — | $641,700 | 30,000 | $0 | 0 | +30,000 | New Buy |
 ENPHASE ENERGY INC COMENPH |
| 1.02% | 0.24% | $640,120 | 13,000 | $113,430 | 3,000 | +10,000+333.33% | Add |
 WILLIAMS COS INCWMB |
| 0.95% | — | $594,720 | 8,000 | $0 | 0 | +8,000 | New Buy |
| WWOLFSPEED INCWOLF |
| 0.94% | 0.43% | $590,966 | 12,248 | $199,887 | 12,248 | 00.00% | Unchanged |
 ON SEMICONDUCTOR CORP COMON |
| 0.91% | 1.06% | $567,240 | 6,000 | $495,360 | 8,000 | -2,000-25.00% | Reduce |
 BLACKSKY TECHNOLOGY INCBKSY |
| 0.89% | — | $558,400 | 20,000 | $0 | 0 | +20,000 | New Buy |
 GE VERNOVA INCGEV |
| 0.75% | 0.74% | $469,944 | 400 | $349,160 | 400 | 00.00% | Unchanged |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 0.75% | 0.33% | $467,520 | 8,000 | $153,150 | 3,000 | +5,000+166.67% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.62% | 0.87% | $389,300 | 2,000 | $408,980 | 2,000 | 00.00% | Unchanged |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.62% | — | $388,800 | 5,000 | $0 | 0 | +5,000 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.6% | 0.37% | $374,450 | 5,000 | $172,750 | 5,000 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.58% | 3.84% | $360,800 | 5,000 | $1.8M | 25,000 | -20,000-80.00% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.44% | 0.47% | $276,472 | 200 | $218,670 | 200 | 00.00% | Unchanged |
| CCHEGG INC COMCHGG |
| 0.42% | 0.41% | $262,600 | 260,000 | $192,738 | 260,000 | 00.00% | Unchanged |
 FIRST SOLAR INC COMFSLR |
| 0.38% | 0.42% | $235,960 | 1,000 | $197,260 | 1,000 | 00.00% | Unchanged |
 ORMAT TECHNOLOGIES INCORA |
| 0.35% | 0.48% | $217,800 | 2,000 | $223,840 | 2,000 | 00.00% | Unchanged |
 ITRON INCITRI |
| 0.28% | 0.38% | $173,060 | 2,000 | $179,260 | 2,000 | 00.00% | Unchanged |
 COINBASE GLOBALCOIN |
| 0.23% | 0.37% | $146,190 | 1,000 | $174,610 | 1,000 | 00.00% | Unchanged |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.22% | 0.29% | $139,920 | 5,146 | $135,959 | 4,962 | +184+3.71% | Add |
| SSUNPOWER INC COMSPWR |
| 0.16% | 0.41% | $103,095 | 150,000 | $190,500 | 150,000 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 0.12% | 0.12% | $73,350 | 1,000 | $56,310 | 1,000 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 0.1% | 0.28% | $64,931 | 290 | $131,097 | 580 | -290-50.00% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.1% | — | $64,113 | 290 | $0 | 0 | +290 | New Buy |
 COURSERA INCCOUR |
| 0.09% | 0.12% | $56,400 | 10,000 | $58,200 | 10,000 | 00.00% | Unchanged |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.08% | 0.12% | $50,150 | 5,000 | $54,200 | 5,000 | 00.00% | Unchanged |
| AACCELLERON INDS AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSACLLY |
| 0.06% | 0.07% | $35,529 | 350 | $31,297 | 350 | 00.00% | Unchanged |
