 NVIDIA CORPORATIONNVDA |
| 11.31% | 10.75% | $18.8M | 94,067 | $16.4M | 94,067 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 10.12% | — | $16.8M | 29,000 | $0 | 0 | +29,000 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 9.56% | 5.09% | $15.9M | 63,600 | $7.8M | 39,350 | +24,250+61.63% | Add |
 CHENIERE ENERGY INCLNG |
| 8.71% | 6.69% | $14.5M | 60,600 | $10.2M | 36,000 | +24,600+68.33% | Add |
 AUTOZONE INCAZO |
| 7.68% | 6.49% | $12.8M | 3,999 | $9.9M | 2,934 | +1,065+36.30% | Add |
 AMAZON COM INCAMZN |
| 7.18% | 6.83% | $11.9M | 50,100 | $10.4M | 50,100 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 7.01% | 6.45% | $11.7M | 22,700 | $9.8M | 19,700 | +3,000+15.23% | Add |
 GE VERNOVA INCGEV |
| 6.72% | 5.44% | $11.2M | 9,510 | $8.3M | 9,510 | 00.00% | Unchanged |
 WALMART INCWMT |
| 6.04% | 5.63% | $10.0M | 88,708 | $8.6M | 69,208 | +19,500+28.18% | Add |
| AAlphabet Inc Class CGOOG |
| 5.52% | — | $9.2M | 26,000 | $0 | 0 | +26,000 | New Buy |
| CCARPENTER TECHNOLOGY CORPCRS |
| 4.98% | 6.94% | $8.3M | 13,445 | $10.6M | 26,895 | -13,450-50.01% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 4.54% | 4.88% | $7.6M | 8,800 | $7.4M | 10,600 | -1,800-16.98% | Reduce |
 SYNOPSYS INCSNPS |
| 4.1% | 7.35% | $6.8M | 15,300 | $11.2M | 28,300 | -13,000-45.94% | Reduce |
 TRADEWEB MKTS INCTW |
| 3.94% | 5.07% | $6.6M | 65,800 | $7.7M | 65,800 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 2.6% | 2.62% | $4.3M | 1,900 | $4.0M | 6,300 | -4,400-69.84% | Reduce |
