| DDIREXION SHARES ETF TRUSTMUU |
| 22.9% | — | $35.7M | 34,000 | $0 | 0 | +34,000 | New Buy |
| OON HLDG AGONON |
| 18.11% | 31.69% | $28.2M | 795,852 | $33.9M | 996,052 | -200,200-20.10% | Reduce |
 ABIVAX SAABVX |
| 11.18% | — | $17.4M | 130,600 | $0 | 0 | +130,600 | New Buy |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 9.91% | 12.46% | $15.4M | 976,185 | $13.3M | 1.0M | -55,870-5.41% | Reduce |
| SSUMMIT THERAPEUTICS INC COMSMMT |
| 9% | 23.21% | $14.0M | 961,866 | $24.8M | 1.3M | -347,275-26.53% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.49% | 2.78% | $8.5M | 17,900 | $3.0M | 8,800 | +9,100+103.41% | Add |
 WESTERN DIGITAL CORPWDC |
| 5.33% | — | $8.3M | 13,000 | $0 | 0 | +13,000 | New Buy |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 4.77% | — | $7.4M | 106,431 | $0 | 0 | +106,431 | New Buy |
| NNOKIA CORP SPONSORED ADRNOK |
| 3.23% | — | $5.0M | 378,500 | $0 | 0 | +378,500 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 3.1% | — | $4.8M | 5,000 | $0 | 0 | +5,000 | New Buy |
| SSANDISK CORP COMSNDK |
| 2.31% | — | $3.6M | 1,580 | $0 | 0 | +1,580 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 1.93% | — | $3.0M | 3,500 | $0 | 0 | +3,500 | New Buy |
 TRIP COM GROUP LTDTCOM |
| 1.79% | 3.26% | $2.8M | 70,000 | $3.5M | 70,000 | 00.00% | Unchanged |
| PPOET TECHNOLOGIES INCPOET |
| 0.94% | — | $1.5M | 142,000 | $0 | 0 | +142,000 | New Buy |
