 AMAZON COM INCAMZN |
| 3.53% | 2.2% | $33.3M | 139,685 | $19.3M | 92,612 | +47,073+50.83% | Add |
| IISHARES TRTLT |
| 1.79% | — | $16.9M | 195,674 | $0 | 0 | +195,674 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.6% | 3.95% | $15.1M | 13,084 | $34.7M | 102,679 | -89,595-87.26% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.05% | $13.5M | 23,179 | $443,884 | 2,182 | +20,997+962.28% | Add |
 CME GROUP INCCME |
| 1.31% | — | $12.3M | 55,716 | $0 | 0 | +55,716 | New Buy |
 INTEL CORPINTC |
| 1.18% | 0.09% | $11.1M | 79,654 | $832,027 | 18,854 | +60,800+322.48% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.09% | 0.75% | $10.3M | 111,848 | $6.6M | 71,465 | +40,383+56.51% | Add |
 BLOOM ENERGY CORPBE |
| 1.05% | — | $9.9M | 32,637 | $0 | 0 | +32,637 | New Buy |
| IINVESCO QQQ TRVOO |
| 1.04% | 0.38% | $9.8M | 13,255 | $3.4M | 5,826 | +7,429+127.51% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.93% | — | $8.8M | 101,115 | $0 | 0 | +101,115 | New Buy |
 ORACLE CORPORCL |
| 0.89% | — | $8.4M | 57,010 | $0 | 0 | +57,010 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.88% | 1.02% | $8.3M | 12,025 | $9.0M | 15,025 | -3,000-19.97% | Reduce |
 WALMART INCWMT |
| 0.87% | 2.13% | $8.2M | 72,140 | $18.7M | 150,419 | -78,279-52.04% | Reduce |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.84% | 0.21% | $7.9M | 58,455 | $1.8M | 19,569 | +38,886+198.71% | Add |
 CSX CORPCSX |
| 0.84% | — | $7.9M | 166,767 | $0 | 0 | +166,767 | New Buy |
 T-MOBILE US INC COMTMUS |
| 0.8% | 0.26% | $7.5M | 44,946 | $2.3M | 10,888 | +34,058+312.80% | Add |
| CCLEANSPARK INCCLSK |
| 0.79% | 0.16% | $7.5M | 512,476 | $1.4M | 162,818 | +349,658+214.75% | Add |
 ROKU INC COM CL AROKU |
| 0.78% | — | $7.4M | 53,299 | $0 | 0 | +53,299 | New Buy |
 ELECTRONIC ARTS INCEA |
| 0.78% | 1.13% | $7.3M | 35,701 | $10.0M | 48,827 | -13,126-26.88% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.77% | — | $7.3M | 125,577 | $0 | 0 | +125,577 | New Buy |
 CISCO SYS INCCSCO |
| 0.77% | — | $7.2M | 61,507 | $0 | 0 | +61,507 | New Buy |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.72% | — | $6.8M | 70,514 | $0 | 0 | +70,514 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 0.7% | — | $6.6M | 10,545 | $0 | 0 | +10,545 | New Buy |
 MICROSOFT CORPMSFT |
| 0.67% | 2.99% | $6.4M | 17,028 | $26.2M | 70,878 | -53,850-75.98% | Reduce |
| SSEMTECH CORPSMTC |
| 0.67% | — | $6.4M | 39,234 | $0 | 0 | +39,234 | New Buy |
| GGILEAD SCIENCES INC COMGILD |
| 0.66% | — | $6.3M | 49,478 | $0 | 0 | +49,478 | New Buy |
| MMARA HLDGS INCMARA |
| 0.66% | 0.27% | $6.2M | 444,756 | $2.4M | 294,091 | +150,665+51.23% | Add |
| SSCHWAB STRATEGIC TRSCHD |
| 0.63% | — | $5.9M | 186,000 | $0 | 0 | +186,000 | New Buy |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.61% | 0.21% | $5.8M | 93,776 | $1.8M | 32,603 | +61,173+187.63% | Add |
| IISHARES TREMB |
| 0.6% | — | $5.7M | 59,078 | $0 | 0 | +59,078 | New Buy |
| RRIOT PLATFORMS INCRIOT |
| 0.6% | — | $5.7M | 206,566 | $0 | 0 | +206,566 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.6% | — | $5.6M | 11,220 | $0 | 0 | +11,220 | New Buy |
 BAKER HUGHES COMPANYBKR |
| 0.59% | 0.75% | $5.5M | 99,400 | $6.6M | 108,171 | -8,771-8.11% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.56% | 0.16% | $5.2M | 292,302 | $1.4M | 86,458 | +205,844+238.09% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.54% | — | $5.1M | 90,729 | $0 | 0 | +90,729 | New Buy |
 ISHARES MBSACGL |
| 0.52% | 0.16% | $4.9M | 50,947 | $1.4M | 14,744 | +36,203+245.54% | Add |
 INSULET CORPPODD |
| 0.52% | 0.04% | $4.9M | 31,930 | $312,871 | 1,491 | +30,439+2,041.52% | Add |
| PPLUG PWR INCPLUG |
| 0.51% | — | $4.8M | 1.8M | $0 | 0 | +1.8M | New Buy |
| QQUALCOMM INCQCOM |
| 0.5% | — | $4.7M | 25,538 | $0 | 0 | +25,538 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.49% | — | $4.7M | 56,354 | $0 | 0 | +56,354 | New Buy |
| VVIAVI SOLUTIONS INCVIAV |
| 0.49% | — | $4.6M | 97,308 | $0 | 0 | +97,308 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.48% | — | $4.6M | 16,757 | $0 | 0 | +16,757 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.48% | 0.22% | $4.5M | 11,375 | $1.9M | 4,181 | +7,194+172.06% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.48% | — | $4.5M | 52,426 | $0 | 0 | +52,426 | New Buy |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.47% | — | $4.5M | 8,228 | $0 | 0 | +8,228 | New Buy |
 INSMED INCINSM |
| 0.46% | 0.05% | $4.4M | 40,855 | $459,164 | 2,808 | +38,047+1,354.95% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.46% | 1.45% | $4.4M | 81,995 | $12.8M | 208,288 | -126,293-60.63% | Reduce |
 COPART INC COMCPRT |
| 0.46% | 0.34% | $4.3M | 152,660 | $3.0M | 90,595 | +62,065+68.51% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.46% | — | $4.3M | 36,631 | $0 | 0 | +36,631 | New Buy |
| FFASTENAL CO COMFAST |
| 0.45% | 0.24% | $4.3M | 89,077 | $2.1M | 45,666 | +43,411+95.06% | Add |
