 VERTIV HOLDINGS COVRT |
| 9.53% | 9.11% | $4.2M | 48,295 | $6.0M | 73,795 | -25,500-34.56% | Reduce |
 CAMTEK LTDCAMT |
| 9.42% | 6.62% | $4.1M | 33,002 | $4.4M | 52,266 | -19,264-36.86% | Reduce |
 AMAZON COM INCAMZN |
| 8.81% | 9.41% | $3.9M | 20,000 | $6.2M | 34,500 | -14,500-42.03% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 8.46% | — | $3.7M | 49,000 | $0 | 0 | +49,000 | New Buy |
| MMODINE MFG COMOD |
| 6.16% | 1.73% | $2.7M | 27,000 | $1.1M | 12,000 | +15,000+125.00% | Add |
| AAPPLIED DIGITAL CORPAPLD |
| 5.76% | 1.13% | $2.5M | 425,000 | $749,000 | 175,000 | +250,000+142.86% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.5% | 3.92% | $2.0M | 15,000 | $2.6M | 22,000 | -7,000-31.82% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 3.08% | 2.8% | $1.4M | 6,746 | $1.8M | 10,000 | -3,254-32.54% | Reduce |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 3.02% | — | $1.3M | 18,000 | $0 | 0 | +18,000 | New Buy |
 BROADCOM INCAVGO |
| 2.93% | 2% | $1.3M | 800 | $1.3M | 1,000 | -200-20.00% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 2.84% | — | $1.2M | 134,000 | $0 | 0 | +134,000 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 2.78% | — | $1.2M | 24,000 | $0 | 0 | +24,000 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 2.71% | 5.04% | $1.2M | 17,000 | $3.3M | 47,000 | -30,000-63.83% | Reduce |
 COHERENT CORPCOHR |
| 2.64% | — | $1.2M | 16,000 | $0 | 0 | +16,000 | New Buy |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 2.58% | 2.78% | $1.1M | 14,000 | $1.8M | 23,900 | -9,900-41.42% | Reduce |
 CELESTICA INCCLS |
| 2.35% | 5.08% | $1.0M | 18,000 | $3.4M | 74,756 | -56,756-75.92% | Reduce |
 NETAPP INCNTAP |
| 2.05% | — | $901,600 | 7,000 | $0 | 0 | +7,000 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.04% | — | $896,415 | 6,500 | $0 | 0 | +6,500 | New Buy |
| GGLOBAL X URANIUM ETFURA |
| 1.98% | 1.31% | $868,500 | 30,000 | $864,900 | 30,000 | 00.00% | Unchanged |
| HHIMS & HERS HEALTH INCHIMS |
| 1.89% | — | $827,790 | 41,000 | $0 | 0 | +41,000 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.83% | — | $804,460 | 38,000 | $0 | 0 | +38,000 | New Buy |
| GGEO GROUP INCGEO |
| 1.83% | 3.22% | $804,160 | 56,000 | $2.1M | 150,696 | -94,696-62.84% | Reduce |
 VISTRA CORPVST |
| 1.76% | 1.05% | $773,820 | 9,000 | $696,500 | 10,000 | -1,000-10.00% | Reduce |
| EEVERPURE INC CL AEVPR |
| 1.76% | — | $770,520 | 12,000 | $0 | 0 | +12,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.69% | 4.78% | $741,240 | 6,000 | $3.2M | 3,500 | +2,500+71.43% | Add |
| FFABRINETFN |
| 1.67% | — | $734,370 | 3,000 | $0 | 0 | +3,000 | New Buy |
 CAMECO CORPCCJ |
| 1.46% | 0.85% | $639,600 | 13,000 | $563,160 | 13,000 | 00.00% | Unchanged |
| AACM RESH INCACMR |
| 0.89% | — | $392,020 | 17,000 | $0 | 0 | +17,000 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.77% | — | $339,326 | 40,932 | $0 | 0 | +40,932 | New Buy |
| SSEMTECH CORPSMTC |
| 0.68% | 2.91% | $298,800 | 10,000 | $1.9M | 70,000 | -60,000-85.71% | Reduce |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.12% | — | $54,040 | 2,000 | $0 | 0 | +2,000 | New Buy |
