 MICRON TECHNOLOGY INCMU |
| 20.5% | 8.89% | $94.7M | 82,080 | $27.7M | 82,080 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 13.8% | 9.66% | $63.8M | 88,236 | $30.2M | 88,236 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 8.43% | 4.15% | $39.0M | 130,800 | $13.0M | 130,800 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 6.79% | 3.52% | $31.4M | 54,000 | $11.0M | 54,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 6.22% | 9.21% | $28.7M | 99,900 | $28.7M | 99,900 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 5.9% | 8.74% | $27.3M | 160,800 | $27.3M | 160,800 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 4.25% | 6.29% | $19.6M | 23,200 | $19.6M | 23,200 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.67% | 3.96% | $12.4M | 36,550 | $12.4M | 36,550 | 00.00% | Unchanged |
| CCOMFORT SYS USA INCFIX |
| 2.6% | 3.85% | $12.0M | 8,720 | $12.0M | 8,720 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.4% | 3.56% | $11.1M | 19,400 | $11.1M | 19,400 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 1.83% | 2.71% | $8.5M | 106,400 | $8.5M | 106,400 | 00.00% | Unchanged |
| CCIGNA GROUPLIBD |
| 1.77% | 2.63% | $8.2M | 30,710 | $8.2M | 30,710 | 00.00% | Unchanged |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1.67% | 2.47% | $7.7M | 44,925 | $7.7M | 44,925 | 00.00% | Unchanged |
| DDIGITALOCEAN HLDGS INCDOCN |
| 1.63% | 2.41% | $7.5M | 87,600 | $7.5M | 87,600 | 00.00% | Unchanged |
 AIRBNB INC COM CL AABNB |
| 1.61% | 2.38% | $7.4M | 58,885 | $7.4M | 58,885 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 1.59% | 2.36% | $7.4M | 29,705 | $7.4M | 29,705 | 00.00% | Unchanged |
 DUPONT DE NEMOURS INCDD |
| 1.59% | 0.79% | $7.3M | 53,940 | $2.5M | 53,940 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 1.43% | 2.12% | $6.6M | 129,000 | $6.6M | 129,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.35% | 1.99% | $6.2M | 29,855 | $6.2M | 29,855 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 1.24% | 1.84% | $5.7M | 117,500 | $5.7M | 117,500 | 00.00% | Unchanged |
 TWILIO INCTWLO |
| 1.2% | 1.77% | $5.5M | 44,000 | $5.5M | 44,000 | 00.00% | Unchanged |
 ALLISON TRANSMISSION HLDGS IALSN |
| 1.07% | 1.59% | $5.0M | 42,290 | $5.0M | 42,290 | 00.00% | Unchanged |
| ZZETA GLOBAL HOLDINGS CORPZETA |
| 0.87% | 1.29% | $4.0M | 253,163 | $4.0M | 253,163 | 00.00% | Unchanged |
 CHARTER COMMUNICATIONSCHTR |
| 0.76% | 1.71% | $3.5M | 24,772 | $5.3M | 24,772 | 00.00% | Unchanged |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.67% | 1% | $3.1M | 26,970 | $3.1M | 26,970 | 00.00% | Unchanged |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 0.66% | 0.98% | $3.1M | 52,500 | $3.1M | 52,500 | 00.00% | Unchanged |
| IISHARES ETHEREUM TRETHA |
| 0.66% | 0.98% | $3.1M | 192,900 | $3.1M | 192,900 | 00.00% | Unchanged |
 VAIL RESORTS INCMTN |
| 0.66% | 0.97% | $3.0M | 23,708 | $3.0M | 23,708 | 00.00% | Unchanged |
| OON HLDG AGONON |
| 0.62% | 0.92% | $2.9M | 84,100 | $2.9M | 84,100 | 00.00% | Unchanged |
 EXPEDIA GROUP INCEXPE |
| 0.59% | 0.88% | $2.7M | 11,908 | $2.7M | 11,908 | 00.00% | Unchanged |
| LLITHIA MTRS INCLAD |
| 0.58% | 0.86% | $2.7M | 10,759 | $2.7M | 10,759 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.55% | 0.82% | $2.5M | 26,500 | $2.5M | 26,500 | 00.00% | Unchanged |
 HALOZYME THERAPEUTICS INCHALO |
| 0.42% | 0.63% | $2.0M | 30,300 | $2.0M | 30,300 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.37% | 0.55% | $1.7M | 45,000 | $1.7M | 45,000 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.35% | 0.52% | $1.6M | 3,364 | $1.6M | 3,364 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.28% | 0.41% | $1.3M | 4,380 | $1.3M | 4,380 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.15% | 0.22% | $673,498 | 2,489 | $673,498 | 2,489 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 0.13% | 0.2% | $614,754 | 4,900 | $614,754 | 4,900 | 00.00% | Unchanged |
 CREDIT ACCEP CORP MICHCACC |
| 0.11% | 0.17% | $516,621 | 1,220 | $516,621 | 1,220 | 00.00% | Unchanged |
