 APPLIED MATLS INCAMAT |
| 7.74% | 6.07% | $49.2M | 68,081 | $34.1M | 99,875 | -31,794-31.83% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 7.44% | — | $47.3M | 49,000 | $0 | 0 | +49,000 | New Buy |
 TEXAS INSTRS INCTXN |
| 5.86% | 6.08% | $37.3M | 125,000 | $34.2M | 175,943 | -50,943-28.95% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.54% | — | $28.9M | 25,000 | $0 | 0 | +25,000 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.19% | 1.65% | $26.7M | 356,000 | $9.3M | 268,713 | +87,287+32.48% | Add |
 VISA INCV |
| 3.94% | 7.22% | $25.1M | 73,088 | $40.6M | 134,217 | -61,129-45.54% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.41% | — | $21.7M | 50,000 | $0 | 0 | +50,000 | New Buy |
 SALESFORCE INCCRM |
| 2.46% | 1.52% | $15.7M | 100,000 | $8.6M | 45,836 | +54,164+118.17% | Add |
| AAT&T INCT |
| 2.41% | 4.21% | $15.3M | 739,161 | $23.7M | 816,145 | -76,984-9.43% | Reduce |
| FFLEX LTDFLEX |
| 2.4% | — | $15.2M | 93,991 | $0 | 0 | +93,991 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 2.38% | — | $15.1M | 26,000 | $0 | 0 | +26,000 | New Buy |
 DATADOG INCDDOG |
| 2.27% | 0.97% | $14.4M | 55,437 | $5.5M | 46,169 | +9,268+20.07% | Add |
| SSPDR SERIES TRUSTXOP |
| 2.19% | — | $14.0M | 90,450 | $0 | 0 | +90,450 | New Buy |
 FORTINET INCFTNT |
| 2.17% | 1.49% | $13.8M | 90,000 | $8.4M | 102,323 | -12,323-12.04% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 2.06% | — | $13.1M | 180,064 | $0 | 0 | +180,064 | New Buy |
 META PLATFORMS INCMETA |
| 2.04% | — | $13.0M | 23,000 | $0 | 0 | +23,000 | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.8% | — | $11.5M | 30,150 | $0 | 0 | +30,150 | New Buy |
 AMAZON COM INCAMZN |
| 1.8% | 2.8% | $11.4M | 48,000 | $15.7M | 75,562 | -27,562-36.48% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.71% | 1.84% | $10.8M | 816,967 | $10.3M | 1.3M | -469,984-36.52% | Reduce |
| MMKS INC.MKSI |
| 1.71% | — | $10.8M | 24,369 | $0 | 0 | +24,369 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 1.68% | 0.69% | $10.7M | 42,000 | $3.9M | 25,614 | +16,386+63.97% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.61% | 1.66% | $10.2M | 13,400 | $9.3M | 23,910 | -10,510-43.96% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.52% | — | $9.7M | 57,000 | $0 | 0 | +57,000 | New Buy |
| BBAIDU INCBIDU |
| 1.44% | 1.77% | $9.1M | 80,000 | $10.0M | 89,428 | -9,428-10.54% | Reduce |
 AFFIRM HLDGS INC COM CL AAFRM |
| 1.43% | — | $9.1M | 111,847 | $0 | 0 | +111,847 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.42% | 1.81% | $9.0M | 45,000 | $10.2M | 58,338 | -13,338-22.86% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.32% | — | $8.4M | 50,000 | $0 | 0 | +50,000 | New Buy |
 F5 INCFFIV |
| 1.3% | 0.33% | $8.3M | 19,937 | $1.8M | 6,383 | +13,554+212.35% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.27% | 0.41% | $8.1M | 32,232 | $2.3M | 11,789 | +20,443+173.41% | Add |
 COHERENT CORPCOHR |
| 1.18% | — | $7.5M | 19,000 | $0 | 0 | +19,000 | New Buy |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.15% | — | $7.3M | 94,000 | $0 | 0 | +94,000 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.14% | — | $7.2M | 160,000 | $0 | 0 | +160,000 | New Buy |
 AIRBNB INC COM CL AABNB |
| 1.13% | — | $7.2M | 50,000 | $0 | 0 | +50,000 | New Buy |
 OKTA INC CLASS AOKTA |
| 1.12% | — | $7.1M | 52,000 | $0 | 0 | +52,000 | New Buy |
 WAYFAIR INCW |
| 1.11% | — | $7.0M | 76,060 | $0 | 0 | +76,060 | New Buy |
 BLOCK INCXYZ |
| 1.08% | 1.64% | $6.8M | 90,000 | $9.2M | 153,516 | -63,516-41.37% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 1.04% | 0.9% | $6.6M | 65,786 | $5.1M | 72,900 | -7,114-9.76% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.99% | — | $6.3M | 24,616 | $0 | 0 | +24,616 | New Buy |
 JFROG LTDFROG |
| 0.94% | — | $6.0M | 66,000 | $0 | 0 | +66,000 | New Buy |
 NEBIUS GROUP N VNBIS |
| 0.85% | 0.81% | $5.4M | 19,479 | $4.5M | 43,645 | -24,166-55.37% | Reduce |
 HUBSPOT INCHUBS |
| 0.8% | 1.31% | $5.1M | 28,000 | $7.4M | 30,209 | -2,209-7.31% | Reduce |
 CORNING INCGLW |
| 0.8% | 1.92% | $5.1M | 20,000 | $10.8M | 79,414 | -59,414-74.82% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.75% | 1.71% | $4.8M | 50,000 | $9.6M | 76,742 | -26,742-34.85% | Reduce |
 JD COM INCJD |
| 0.74% | — | $4.7M | 184,790 | $0 | 0 | +184,790 | New Buy |
 WALMART INCWMT |
| 0.7% | — | $4.5M | 39,452 | $0 | 0 | +39,452 | New Buy |
| AASTERA LABS INCALAB |
| 0.68% | — | $4.3M | 9,000 | $0 | 0 | +9,000 | New Buy |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.67% | — | $4.3M | 110,000 | $0 | 0 | +110,000 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.63% | — | $4.0M | 8,753 | $0 | 0 | +8,753 | New Buy |
| UUNITY SOFTWARE INCU |
| 0.61% | 1.09% | $3.9M | 136,000 | $6.1M | 279,870 | -143,870-51.41% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.6% | — | $3.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
