| UUNITY SOFTWARE INCU |
| 13.88% | 11.77% | $75.5M | 2.6M | $58.0M | 2.6M | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 10.52% | 11.62% | $57.2M | 151,500 | $57.3M | 185,000 | -33,500-18.11% | Reduce |
 ORACLE CORPORCL |
| 9.35% | 10.36% | $50.9M | 347,000 | $51.0M | 347,000 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 8.98% | 10.49% | $48.8M | 56,930 | $51.7M | 73,580 | -16,650-22.63% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 8.09% | 11.43% | $44.0M | 219,891 | $56.3M | 322,791 | -102,900-31.88% | Reduce |
 COHERENT CORPCOHR |
| 7.56% | 5.43% | $41.1M | 104,300 | $26.8M | 112,300 | -8,000-7.12% | Reduce |
 BLOOM ENERGY CORPBE |
| 6.02% | 2.78% | $32.8M | 108,273 | $13.7M | 101,000 | +7,273+7.20% | Add |
| RRIOT PLATFORMS INCRIOT |
| 5.28% | 3.64% | $28.7M | 1.0M | $17.9M | 1.5M | -400,500-27.62% | Reduce |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 4.71% | 6.02% | $25.6M | 806,000 | $29.7M | 806,000 | 00.00% | Unchanged |
 HESAI GROUPHSAI |
| 4.52% | 3.36% | $24.6M | 1.3M | $16.5M | 865,000 | +484,000+55.95% | Add |
 CELESTICA INCCLS |
| 4.25% | 5.34% | $23.1M | 63,400 | $26.3M | 93,400 | -30,000-32.12% | Reduce |
| GGDS HLDGS LTDGDS |
| 4.21% | 3.64% | $22.9M | 763,050 | $17.9M | 445,050 | +318,000+71.45% | Add |
| VV F CORPVFC |
| 3.69% | 0.61% | $20.1M | 1.2M | $3.0M | 177,000 | +1.0M+580.79% | Add |
 PALO ALTOPANW |
| 3.45% | — | $18.8M | 55,000 | $0 | 0 | +55,000 | New Buy |
 JOYY INCJOYY |
| 2.51% | 2.06% | $13.7M | 207,000 | $10.2M | 174,000 | +33,000+18.97% | Add |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.91% | — | $4.9M | 33,300 | $0 | 0 | +33,300 | New Buy |
 LENNOX INTL INCLII |
| 0.44% | — | $2.4M | 4,200 | $0 | 0 | +4,200 | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 0.42% | — | $2.3M | 4,700 | $0 | 0 | +4,700 | New Buy |
 CARRIER GLOBALCARR |
| 0.42% | — | $2.3M | 31,400 | $0 | 0 | +31,400 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.41% | — | $2.3M | 15,400 | $0 | 0 | +15,400 | New Buy |
| AAAON INCAAON |
| 0.37% | — | $2.0M | 15,900 | $0 | 0 | +15,900 | New Buy |
