 MICRON TECHNOLOGY INCMU |
| 29.74% | 0.3% | $556.4M | 482,000 | $5.1M | 15,000 | +467,000+3,113.33% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 7.61% | 0.19% | $142.5M | 245,226 | $3.2M | 15,700 | +229,526+1,461.95% | Add |
 INTEL CORPINTC |
| 7.09% | — | $132.6M | 950,000 | $0 | 0 | +950,000 | New Buy |
| RROUNDHILL ETF TRUSTNCLD |
| 6.41% | — | $120.0M | 1.6M | $0 | 0 | +1.6M | New Buy |
 LAM RESEARCH CORPLRCX |
| 6.14% | — | $114.8M | 265,000 | $0 | 0 | +265,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.76% | 5.77% | $89.0M | 445,000 | $96.8M | 555,000 | -110,000-19.82% | Reduce |
 COHERENT CORPCOHR |
| 4.11% | — | $76.9M | 195,000 | $0 | 0 | +195,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 3.28% | — | $61.5M | 85,000 | $0 | 0 | +85,000 | New Buy |
 KLA CORPKLAC |
| 3.23% | — | $60.3M | 200,000 | $0 | 0 | +200,000 | New Buy |
 MICROSOFT CORPMSFT |
| 3.02% | 3.09% | $56.5M | 151,500 | $51.8M | 140,000 | +11,500+8.21% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.86% | — | $53.5M | 124,000 | $0 | 0 | +124,000 | New Buy |
 AMAZON COM INCAMZN |
| 2.68% | 1.49% | $50.1M | 210,000 | $25.0M | 120,000 | +90,000+75.00% | Add |
 TEXAS INSTRS INCTXN |
| 2.03% | — | $38.0M | 127,500 | $0 | 0 | +127,500 | New Buy |
| AAlphabet Inc Class CGOOG |
| 1.98% | 1.11% | $37.1M | 105,000 | $18.6M | 65,000 | +40,000+61.54% | Add |
 APPLE INCAAPL |
| 1.7% | 1.82% | $31.8M | 110,000 | $30.5M | 120,000 | -10,000-8.33% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.59% | — | $29.8M | 100,000 | $0 | 0 | +100,000 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 1.22% | — | $22.8M | 250,000 | $0 | 0 | +250,000 | New Buy |
 ARM HOLDINGS PLCARM |
| 1.09% | — | $20.4M | 57,500 | $0 | 0 | +57,500 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.87% | — | $16.3M | 60,000 | $0 | 0 | +60,000 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.76% | 0.91% | $14.2M | 27,500 | $15.3M | 38,500 | -11,000-28.57% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.71% | 0.62% | $13.3M | 139,000 | $10.4M | 125,000 | +14,000+11.20% | Add |
 WORKDAY INCWDAY |
| 0.65% | — | $12.2M | 100,000 | $0 | 0 | +100,000 | New Buy |
 BROADCOM INCAVGO |
| 0.61% | 2.4% | $11.3M | 30,000 | $40.2M | 130,000 | -100,000-76.92% | Reduce |
 META PLATFORMS INCMETA |
| 0.6% | 2.56% | $11.3M | 20,000 | $42.9M | 75,000 | -55,000-73.33% | Reduce |
 SUPER MICRO COMPUTER INCSMCI |
| 0.58% | — | $10.8M | 368,000 | $0 | 0 | +368,000 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 0.5% | 0.55% | $9.3M | 5,500 | $9.2M | 5,300 | +200+3.77% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.49% | 0.38% | $9.2M | 92,000 | $6.4M | 92,500 | -500-0.54% | Reduce |
| WWOLFSPEED INCWOLF |
| 0.44% | — | $8.2M | 170,000 | $0 | 0 | +170,000 | New Buy |
| DDOORDASH INCDASH |
| 0.43% | 0.3% | $8.0M | 43,392 | $5.0M | 33,582 | +9,810+29.21% | Add |
 ANALOG DEVICES INC COMADI |
| 0.42% | — | $7.9M | 20,000 | $0 | 0 | +20,000 | New Buy |
| DDUOLINGO INCDUOL |
| 0.42% | 0.4% | $7.9M | 68,450 | $6.7M | 68,450 | 00.00% | Unchanged |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.35% | — | $6.6M | 500,000 | $0 | 0 | +500,000 | New Buy |
 NU HLDGS LTDNU |
| 0.3% | 0.36% | $5.7M | 425,614 | $6.1M | 425,614 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.27% | — | $5.1M | 20,000 | $0 | 0 | +20,000 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.25% | 0.31% | $4.8M | 40,881 | $5.2M | 35,881 | +5,000+13.93% | Add |
| WWIX COM LTD SHSWIX |
| 0.23% | 0.42% | $4.3M | 95,000 | $7.0M | 77,500 | +17,500+22.58% | Add |
| HHIMS & HERS HEALTH INCHIMS |
| 0.2% | 0.14% | $3.8M | 110,000 | $2.3M | 110,000 | 00.00% | Unchanged |
| MMNTN INCMNTN |
| 0.17% | 0.17% | $3.1M | 340,441 | $2.9M | 325,441 | +15,000+4.61% | Add |
| PPROEM ACQUISITION UNT |
| 0.13% | 0.15% | $2.4M | 242,924 | $2.4M | 242,924 | 00.00% | Unchanged |
| ZZETA GLOBAL HOLDINGS CORPZETA |
| 0.06% | 0.05% | $1.1M | 55,000 | $875,600 | 55,000 | 00.00% | Unchanged |
