| IISHARES MSCI TAIWAN ETFEWT |
| 42.36% | — | $126.7M | 1.2M | $0 | 0 | +1.2M | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 21.26% | — | $63.6M | 315,100 | $0 | 0 | +315,100 | New Buy |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 11.56% | — | $34.6M | 54,000 | $0 | 0 | +54,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.09% | 9.28% | $9.2M | 46,200 | $5.9M | 33,600 | +12,600+37.50% | Add |
 BROADCOM INCAVGO |
| 1.59% | 4.49% | $4.7M | 12,570 | $2.8M | 9,160 | +3,410+37.23% | Add |
 MICROSOFT CORPMSFT |
| 1.54% | 4.67% | $4.6M | 12,360 | $2.9M | 7,960 | +4,400+55.28% | Add |
 ALPHABET INCGOOGL |
| 1.29% | 5.01% | $3.9M | 10,780 | $3.2M | 11,000 | -220-2.00% | Reduce |
 ISHARES MBSACGL |
| 1.26% | — | $3.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.17% | 2.44% | $3.5M | 4,840 | $1.5M | 4,500 | +340+7.56% | Add |
 VISA INCV |
| 1.03% | 4.31% | $3.1M | 9,000 | $2.7M | 9,000 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.03% | 2.4% | $3.1M | 7,100 | $1.5M | 7,100 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.95% | 2.43% | $2.8M | 9,400 | $1.5M | 1,040 | +8,360+803.85% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.8% | 1.02% | $2.4M | 2,080 | $641,896 | 1,900 | +180+9.47% | Add |
 ASML HLDG NVASML |
| 0.76% | 2.38% | $2.3M | 1,140 | $1.5M | 1,140 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.71% | 1.13% | $2.1M | 15,300 | $714,906 | 16,200 | -900-5.56% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.7% | 2.48% | $2.1M | 3,600 | $1.6M | 7,700 | -4,100-53.25% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.7% | 2.15% | $2.1M | 7,000 | $1.4M | 7,000 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.69% | 3.14% | $2.1M | 4,000 | $2.0M | 4,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.67% | 3.11% | $2.0M | 4,000 | $2.0M | 4,000 | 00.00% | Unchanged |
 NEBIUS GROUP N VNBIS |
| 0.66% | — | $2.0M | 7,200 | $0 | 0 | +7,200 | New Buy |
 APPLE INCAAPL |
| 0.56% | 1.17% | $1.7M | 5,820 | $735,991 | 2,900 | +2,920+100.69% | Add |
 META PLATFORMS INCMETA |
| 0.55% | 2.07% | $1.6M | 2,920 | $1.3M | 2,280 | +640+28.07% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.55% | — | $1.6M | 16,400 | $0 | 0 | +16,400 | New Buy |
 AMAZON COM INCAMZN |
| 0.54% | 2.41% | $1.6M | 6,800 | $1.5M | 7,300 | -500-6.85% | Reduce |
 AMPHENOL CORPAPH |
| 0.43% | — | $1.3M | 7,300 | $0 | 0 | +7,300 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.36% | — | $1.1M | 6,370 | $0 | 0 | +6,370 | New Buy |
| PPOWER INTEGRATIONS INCPOWI |
| 0.35% | — | $1.0M | 12,500 | $0 | 0 | +12,500 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.34% | — | $1.0M | 13,600 | $0 | 0 | +13,600 | New Buy |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.32% | — | $967,728 | 4,800 | $0 | 0 | +4,800 | New Buy |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 0.3% | — | $903,504 | 16,800 | $0 | 0 | +16,800 | New Buy |
 CORNING INCGLW |
| 0.28% | — | $842,919 | 3,300 | $0 | 0 | +3,300 | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 0.26% | — | $765,774 | 8,100 | $0 | 0 | +8,100 | New Buy |
 ARISTA NETWORKS INCANET |
| 0.23% | — | $679,520 | 4,000 | $0 | 0 | +4,000 | New Buy |
 COHERENT CORPCOHR |
| 0.2% | — | $591,705 | 1,500 | $0 | 0 | +1,500 | New Buy |
 CIENA CORPCIEN |
| 0.2% | — | $588,672 | 1,200 | $0 | 0 | +1,200 | New Buy |
 CISCO SYS INCCSCO |
| 0.2% | — | $587,300 | 5,000 | $0 | 0 | +5,000 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.17% | — | $514,836 | 600 | $0 | 0 | +600 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 0.17% | — | $504,954 | 2,700 | $0 | 0 | +2,700 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.16% | — | $474,112 | 3,200 | $0 | 0 | +3,200 | New Buy |
