 THE TRADE DESK INCTTD |
| 10.49% | 6.66% | $7.4M | 107,000 | $7.3M | 80,000 | +27,000+33.75% | Add |
 SERVICENOW INCNOW |
| 9.9% | 6.49% | $7.0M | 12,560 | $7.1M | 11,000 | +1,560+14.18% | Add |
 ALPHABET INCGOOGL |
| 9.45% | 6.84% | $6.7M | 2,400 | $7.5M | 2,600 | -200-7.69% | Reduce |
 BROADCOM INCAVGO |
| 9.42% | 6.65% | $6.7M | 10,570 | $7.3M | 11,000 | -430-3.91% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.73% | 8.55% | $5.5M | 20,000 | $9.4M | 32,000 | -12,000-37.50% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 7.17% | 6.5% | $5.1M | 62,500 | $7.2M | 55,000 | +7,500+13.64% | Add |
 SLB LIMITEDSLB |
| 7.16% | — | $5.1M | 122,500 | $0 | 0 | +122,500 | New Buy |
 AMAZON COM INCAMZN |
| 6.46% | 4.24% | $4.6M | 1,400 | $4.7M | 1,400 | 00.00% | Unchanged |
 HUBSPOT INCHUBS |
| 5.04% | 5.39% | $3.6M | 7,500 | $5.9M | 9,000 | -1,500-16.67% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 4.74% | 5.6% | $3.3M | 40,500 | $6.2M | 40,500 | 00.00% | Unchanged |
| RRHRH |
| 4.62% | 7.3% | $3.3M | 10,000 | $8.0M | 15,000 | -5,000-33.33% | Reduce |
 SHOPIFY INCSHOP |
| 4.31% | 6.26% | $3.0M | 4,500 | $6.9M | 5,000 | -500-10.00% | Reduce |
 ASML HLDG NVASML |
| 2.84% | — | $2.0M | 3,000 | $0 | 0 | +3,000 | New Buy |
 NETFLIX INCNFLX |
| 2.65% | — | $1.9M | 5,000 | $0 | 0 | +5,000 | New Buy |
 JD COM INCJD |
| 2.46% | — | $1.7M | 30,000 | $0 | 0 | +30,000 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 2.31% | — | $1.6M | 15,000 | $0 | 0 | +15,000 | New Buy |
 ENPHASE ENERGY INC COMENPH |
| 1.43% | — | $1.0M | 5,000 | $0 | 0 | +5,000 | New Buy |
| AAFTERNEXT HEALTHTECH ACQUISI |
| 0.69% | 2.24% | $489,000 | 50,000 | $2.5M | 250,000 | -200,000-80.00% | Reduce |
 NIKE INCNKE |
| 0.57% | — | $404,000 | 3,000 | $0 | 0 | +3,000 | New Buy |
| IISHARES TR |
| 0.29% | — | $205,000 | 1,000 | $0 | 0 | +1,000 | New Buy |
| IINVESCO QQQ TRVOO |
| 0.26% | — | $181,000 | 500 | $0 | 0 | +500 | New Buy |
