 ADVANCED MICRO DEVICES INCAMD |
| 12.89% | — | $58.1M | 100,000 | $0 | 0 | +100,000 | New Buy |
 DANAHER CORP DEL COMDHR |
| 8.46% | — | $38.1M | 200,000 | $0 | 0 | +200,000 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 6.4% | 3.44% | $28.9M | 25,000 | $13.5M | 40,000 | -15,000-37.50% | Reduce |
 FERRARI N V COMRACE |
| 4.96% | — | $22.3M | 60,000 | $0 | 0 | +60,000 | New Buy |
 CIENA CORPCIEN |
| 4.36% | — | $19.6M | 40,000 | $0 | 0 | +40,000 | New Buy |
| OONTO INNOVATION INCONTO |
| 4.2% | — | $18.9M | 50,000 | $0 | 0 | +50,000 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.16% | — | $18.7M | 250,000 | $0 | 0 | +250,000 | New Buy |
| CCITIZENS INC CL ACIA |
| 4.15% | 3.49% | $18.7M | 3.3M | $13.7M | 2.5M | +725,000+28.60% | Add |
| EENERSYSENS |
| 4.15% | — | $18.7M | 80,000 | $0 | 0 | +80,000 | New Buy |
 CLOUDFLARE INCNET |
| 4.08% | — | $18.4M | 75,000 | $0 | 0 | +75,000 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.08% | — | $18.4M | 40,000 | $0 | 0 | +40,000 | New Buy |
 INTEL CORPINTC |
| 3.87% | — | $17.5M | 125,000 | $0 | 0 | +125,000 | New Buy |
 CORNING INCGLW |
| 3.68% | 2.77% | $16.6M | 65,000 | $10.9M | 80,000 | -15,000-18.75% | Reduce |
| MMASTEC INCMTZ |
| 3.23% | 5.74% | $14.6M | 35,000 | $22.5M | 70,000 | -35,000-50.00% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.89% | — | $13.0M | 65,000 | $0 | 0 | +65,000 | New Buy |
 TURNING PT BRANDS INCTPB |
| 2.82% | 3.32% | $12.7M | 150,000 | $13.0M | 150,000 | 00.00% | Unchanged |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 2.72% | — | $12.2M | 75,000 | $0 | 0 | +75,000 | New Buy |
| SSANDISK CORP COMSNDK |
| 2.52% | — | $11.4M | 5,000 | $0 | 0 | +5,000 | New Buy |
 QUANTA SVCS INCPWR |
| 2.4% | — | $10.8M | 15,000 | $0 | 0 | +15,000 | New Buy |
| EENTEGRIS INCENTG |
| 2.4% | — | $10.8M | 60,000 | $0 | 0 | +60,000 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 2.3% | — | $10.3M | 120,000 | $0 | 0 | +120,000 | New Buy |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 2.16% | — | $9.7M | 125,000 | $0 | 0 | +125,000 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.96% | — | $8.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
| HHUT 8 CORPHUT |
| 1.79% | — | $8.1M | 70,000 | $0 | 0 | +70,000 | New Buy |
 AMAZON COM INCAMZN |
| 1.59% | — | $7.2M | 30,000 | $0 | 0 | +30,000 | New Buy |
| HHIGHPEAK ENERGY INCHPK |
| 1.16% | 2.68% | $5.2M | 750,000 | $10.5M | 1.6M | -800,000-51.61% | Reduce |
| PPOWERLAW CORPPWRL |
| 0.62% | — | $2.8M | 190,000 | $0 | 0 | +190,000 | New Buy |
