 INTEL CORPINTC |
| 9.75% | 15.78% | $15.0M | 107,539 | $22.3M | 505,800 | -398,261-78.74% | Reduce |
 ARM HOLDINGS PLCARM |
| 8.38% | — | $12.9M | 36,364 | $0 | 0 | +36,364 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 7.66% | — | $11.8M | 39,579 | $0 | 0 | +39,579 | New Buy |
| SSANDISK CORP COMSNDK |
| 7.47% | 13.73% | $11.5M | 5,057 | $19.4M | 30,564 | -25,507-83.45% | Reduce |
 NEBIUS GROUP N VNBIS |
| 7.14% | — | $11.0M | 39,785 | $0 | 0 | +39,785 | New Buy |
 COHERENT CORPCOHR |
| 6.03% | 8.92% | $9.3M | 23,539 | $12.6M | 52,963 | -29,424-55.56% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 4.83% | 4.5% | $7.4M | 19,544 | $6.4M | 28,681 | -9,137-31.86% | Reduce |
 ALPHABET INCGOOGL |
| 4.7% | — | $7.2M | 20,258 | $0 | 0 | +20,258 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 4.35% | — | $6.7M | 11,527 | $0 | 0 | +11,527 | New Buy |
| UUNITY SOFTWARE INCU |
| 3.88% | 8.07% | $6.0M | 209,163 | $11.4M | 520,270 | -311,107-59.80% | Reduce |
| WWOLFSPEED INCWOLF |
| 3.61% | — | $5.6M | 115,083 | $0 | 0 | +115,083 | New Buy |
| AAXT INCAXTI |
| 3.48% | 3.82% | $5.4M | 74,377 | $5.4M | 94,822 | -20,445-21.56% | Reduce |
| AASTERA LABS INCALAB |
| 3.03% | — | $4.7M | 9,666 | $0 | 0 | +9,666 | New Buy |
| MMAXLINEAR INCMXL |
| 3.03% | — | $4.7M | 36,382 | $0 | 0 | +36,382 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 2.63% | 1.96% | $4.1M | 47,007 | $2.8M | 61,600 | -14,593-23.69% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 1.88% | — | $2.9M | 4,536 | $0 | 0 | +4,536 | New Buy |
 HESAI GROUPHSAI |
| 1.87% | — | $2.9M | 158,400 | $0 | 0 | +158,400 | New Buy |
| PPOET TECHNOLOGIES INCPOET |
| 1.81% | 0.98% | $2.8M | 271,237 | $1.4M | 234,030 | +37,207+15.90% | Add |
| TTRANSOCEAN LTDRIG |
| 1.73% | — | $2.7M | 545,750 | $0 | 0 | +545,750 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 1.69% | — | $2.6M | 17,598 | $0 | 0 | +17,598 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 1.55% | 10.77% | $2.4M | 2,775 | $15.2M | 21,681 | -18,906-87.20% | Reduce |
| UUNITED MICROELECTRONICS CORPUMC |
| 1.52% | — | $2.3M | 86,267 | $0 | 0 | +86,267 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.04% | — | $1.6M | 7,271 | $0 | 0 | +7,271 | New Buy |
 TRIP COM GROUP LTDTCOM |
| 0.83% | 1.13% | $1.3M | 31,999 | $1.6M | 31,999 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.68% | — | $1.1M | 912 | $0 | 0 | +912 | New Buy |
| AAXCELIS TECHNOLOGIES INCACLS |
| 0.62% | — | $949,523 | 5,012 | $0 | 0 | +5,012 | New Buy |
 BROADCOM INCAVGO |
| 0.58% | — | $894,512 | 2,368 | $0 | 0 | +2,368 | New Buy |
| HHUT 8 CORPHUT |
| 0.5% | — | $771,634 | 6,684 | $0 | 0 | +6,684 | New Buy |
 CIENA CORPCIEN |
| 0.46% | — | $706,897 | 1,441 | $0 | 0 | +1,441 | New Buy |
| NNAVITAS SEMICONDUCTOR CORPNVTS |
| 0.45% | — | $685,619 | 38,260 | $0 | 0 | +38,260 | New Buy |
| RRAMBUS INC DELRMBS |
| 0.43% | — | $665,293 | 5,012 | $0 | 0 | +5,012 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.42% | — | $650,818 | 2,497 | $0 | 0 | +2,497 | New Buy |
| QQUALCOMM INCQCOM |
| 0.42% | — | $643,069 | 3,480 | $0 | 0 | +3,480 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 0.35% | 2.23% | $532,633 | 2,848 | $3.2M | 32,367 | -29,519-91.20% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.3% | — | $465,137 | 4,920 | $0 | 0 | +4,920 | New Buy |
| VVICOR CORPVICR |
| 0.3% | — | $455,356 | 1,199 | $0 | 0 | +1,199 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.18% | — | $275,485 | 1,013 | $0 | 0 | +1,013 | New Buy |
| CCHEMOURS COCC |
| 0.15% | — | $227,628 | 11,093 | $0 | 0 | +11,093 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.13% | — | $193,526 | 578 | $0 | 0 | +578 | New Buy |
| FFORMFACTOR INCFORM |
| 0.09% | — | $145,696 | 911 | $0 | 0 | +911 | New Buy |
| AAELUMA INC COMALMU |
| 0.02% | 0.68% | $36,057 | 1,633 | $961,762 | 73,473 | -71,840-97.78% | Reduce |
| AAMPLIFY ETF TRSILJ |
| 0.01% | 0.01% | $16,589 | 640 | $19,021 | 640 | 00.00% | Unchanged |
| GGLOBAL X SILVER MINERS ETFSIL |
| 0.01% | 0.01% | $13,013 | 168 | $15,133 | 168 | 00.00% | Unchanged |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| <0.01% | <0.01% | $1,022 | 48 | $1,649 | 48 | 00.00% | Unchanged |
