| SSANDISK CORP COMSNDK |
| 6.73% | 2.19% | $74.1M | 32,609 | $15.8M | 24,850 | +7,759+31.22% | Add |
 AMAZON COM INCAMZN |
| 4.9% | 10.37% | $54.0M | 226,579 | $74.9M | 359,759 | -133,180-37.02% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.33% | 2.13% | $47.8M | 41,377 | $15.4M | 45,500 | -4,123-9.06% | Reduce |
 GENEDX HOLDINGS CORPWGS |
| 3.56% | 6.13% | $39.3M | 571,950 | $44.3M | 689,290 | -117,340-17.02% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.55% | 3.09% | $39.1M | 54,128 | $22.3M | 65,300 | -11,172-17.11% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.5% | 2.85% | $38.6M | 88,966 | $20.6M | 96,500 | -7,534-7.81% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.33% | 0.98% | $36.7M | 63,226 | $7.1M | 34,759 | +28,467+81.90% | Add |
 COHERENT CORPCOHR |
| 3.31% | 3.85% | $36.4M | 92,371 | $27.8M | 116,750 | -24,379-20.88% | Reduce |
| AAPPLOVIN CORPAPP |
| 3.21% | 4.46% | $35.4M | 68,675 | $32.2M | 80,950 | -12,275-15.16% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 2.85% | 3.97% | $31.4M | 36,553 | $28.6M | 40,750 | -4,197-10.30% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.8% | 3.62% | $30.9M | 64,728 | $26.2M | 77,425 | -12,697-16.40% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.66% | 3.15% | $29.3M | 146,615 | $22.8M | 130,640 | +15,975+12.23% | Add |
 VISA INCV |
| 2.4% | 2.79% | $26.5M | 77,150 | $20.2M | 66,700 | +10,450+15.67% | Add |
 BROADCOM INCAVGO |
| 2.39% | 2.98% | $26.4M | 69,814 | $21.5M | 69,600 | +214+0.31% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 2.04% | 0.11% | $22.5M | 120,200 | $805,911 | 8,287 | +111,913+1,350.46% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 2.02% | 1.1% | $22.3M | 79,301 | $8.0M | 40,412 | +38,889+96.23% | Add |
 NATERA INCNTRA |
| 2.02% | 2.11% | $22.3M | 81,982 | $15.2M | 76,250 | +5,732+7.52% | Add |
| PPLANET LABS PBC CLASS APL |
| 1.98% | — | $21.9M | 660,200 | $0 | 0 | +660,200 | New Buy |
 VERTIV HOLDINGS COVRT |
| 1.93% | 2.76% | $21.3M | 63,502 | $19.9M | 79,583 | -16,081-20.21% | Reduce |
| TTERADYNE INCTER |
| 1.67% | 1.56% | $18.4M | 38,034 | $11.3M | 38,034 | 00.00% | Unchanged |
 BLOOM ENERGY CORPBE |
| 1.58% | 1.17% | $17.4M | 57,525 | $8.5M | 62,500 | -4,975-7.96% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.56% | 0.97% | $17.2M | 17,844 | $7.0M | 17,844 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.47% | — | $16.2M | 37,500 | $0 | 0 | +37,500 | New Buy |
| TTERAWULF INC COMWULF |
| 1.43% | 1.33% | $15.8M | 637,982 | $9.6M | 667,830 | -29,848-4.47% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.42% | 2.51% | $15.7M | 20,511 | $18.2M | 46,500 | -25,989-55.89% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 1.37% | — | $15.0M | 75,000 | $0 | 0 | +75,000 | New Buy |
 META PLATFORMS INCMETA |
| 1.36% | 2.88% | $14.9M | 26,520 | $20.8M | 36,320 | -9,800-26.98% | Reduce |
 ALPHABET INCGOOGL |
| 1.34% | 2.06% | $14.8M | 41,450 | $14.9M | 51,675 | -10,225-19.79% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.31% | — | $14.4M | 36,250 | $0 | 0 | +36,250 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 1.3% | — | $14.4M | 48,233 | $0 | 0 | +48,233 | New Buy |
 QUANTA SVCS INCPWR |
| 1.3% | 1.18% | $14.3M | 19,850 | $8.5M | 15,550 | +4,300+27.65% | Add |
| SSOLARIS ENERGY INFRAS INCSEI |
| 1.26% | 0.37% | $13.9M | 172,650 | $2.7M | 47,500 | +125,150+263.47% | Add |
 INTEL CORPINTC |
| 1.25% | — | $13.7M | 98,400 | $0 | 0 | +98,400 | New Buy |
 DELTA AIR LINES INCDAL |
| 1.14% | 1.95% | $12.5M | 133,850 | $14.1M | 212,060 | -78,210-36.88% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.13% | 1.84% | $12.4M | 27,021 | $13.3M | 27,405 | -384-1.40% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.12% | — | $12.3M | 32,600 | $0 | 0 | +32,600 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 1.04% | 1.32% | $11.5M | 125,644 | $9.5M | 147,000 | -21,356-14.53% | Reduce |
| CCAREDX INCCDNA |
| 1.01% | 0.94% | $11.1M | 388,812 | $6.8M | 390,255 | -1,443-0.37% | Reduce |
 MICROSOFT CORPMSFT |
| 0.99% | 1.43% | $10.9M | 29,200 | $10.3M | 27,850 | +1,350+4.85% | Add |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.97% | 0.94% | $10.6M | 71,835 | $6.8M | 80,050 | -8,215-10.26% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.96% | 1.33% | $10.6M | 62,304 | $9.6M | 78,500 | -16,196-20.63% | Reduce |
 PORCH GROUP INCPRCH |
| 0.95% | 0.83% | $10.4M | 693,738 | $6.0M | 839,500 | -145,762-17.36% | Reduce |
| QQXO INCQXO |
| 0.94% | 1.57% | $10.3M | 598,900 | $11.3M | 582,500 | +16,400+2.82% | Add |
 XOMETRY INCXMTR |
| 0.9% | 0.58% | $9.9M | 102,650 | $4.2M | 102,650 | 00.00% | Unchanged |
 SIRIUSPOINT LTDSPNT |
| 0.87% | 1.19% | $9.5M | 397,350 | $8.6M | 397,350 | 00.00% | Unchanged |
| TTHREDUP INCTDUP |
| 0.72% | 0.66% | $7.9M | 1.2M | $4.8M | 1.5M | -300,500-20.66% | Reduce |
| EEMBRAER S.A.FGM |
| 0.71% | 1% | $7.8M | 122,161 | $7.2M | 122,161 | 00.00% | Unchanged |
| FFABRINETFN |
| 0.66% | 0.93% | $7.3M | 12,900 | $6.7M | 12,900 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.65% | 1.34% | $7.2M | 101,000 | $9.7M | 101,000 | 00.00% | Unchanged |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.65% | 1.51% | $7.1M | 143,026 | $10.9M | 155,026 | -12,000-7.74% | Reduce |
