 UNIVERSAL DISPLAY CORPOLED |
| 4.66% | 0.55% | $60.7M | 701,163 | $6.0M | 65,000 | +636,163+978.71% | Add |
 ASML HLDG NVASML |
| 4.41% | 4.53% | $57.5M | 28,904 | $49.2M | 37,268 | -8,364-22.44% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 4% | 3.57% | $52.2M | 139,963 | $38.8M | 120,268 | +19,695+16.38% | Add |
| MMKS INC.MKSI |
| 3.67% | 3.44% | $47.8M | 107,496 | $37.4M | 162,762 | -55,266-33.96% | Reduce |
| QQUALCOMM INCQCOM |
| 3.6% | — | $46.9M | 253,732 | $0 | 0 | +253,732 | New Buy |
 AMAZON COM INCAMZN |
| 3.54% | 4.04% | $46.1M | 193,437 | $43.9M | 210,568 | -17,131-8.14% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.3% | 0.48% | $43.0M | 90,051 | $5.2M | 15,500 | +74,551+480.97% | Add |
| MMAXLINEAR INCMXL |
| 3.13% | 1.36% | $40.9M | 319,217 | $14.7M | 846,105 | -526,888-62.27% | Reduce |
 INTEL CORPINTC |
| 3.12% | — | $40.7M | 291,791 | $0 | 0 | +291,791 | New Buy |
 SYNOPSYS INCSNPS |
| 3.07% | 3.34% | $40.0M | 89,659 | $36.3M | 91,516 | -1,857-2.03% | Reduce |
 MICROSOFT CORPMSFT |
| 3.06% | 3.9% | $40.0M | 107,134 | $42.3M | 114,278 | -7,144-6.25% | Reduce |
| EEVERPURE INC CL AEVPR |
| 2.98% | 0.59% | $38.8M | 493,074 | $6.4M | 108,571 | +384,503+354.15% | Add |
 FOX CORPFOXA |
| 2.88% | — | $37.6M | 720,607 | $0 | 0 | +720,607 | New Buy |
 EQUINIX INCEQIX |
| 2.54% | 1.7% | $33.1M | 31,723 | $18.5M | 18,852 | +12,871+68.27% | Add |
 META PLATFORMS INCMETA |
| 2.43% | 2.52% | $31.7M | 56,290 | $27.4M | 47,858 | +8,432+17.62% | Add |
 ARISTA NETWORKS INCANET |
| 2.3% | — | $30.0M | 176,385 | $0 | 0 | +176,385 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 2.25% | 2.1% | $29.3M | 57,142 | $22.8M | 45,711 | +11,431+25.01% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 2.15% | 1.67% | $28.1M | 67,584 | $18.1M | 41,793 | +25,791+61.71% | Add |
 SBA COMMUNICATIONS CORPSBAC |
| 2% | 1.25% | $26.1M | 147,995 | $13.5M | 78,573 | +69,422+88.35% | Add |
 CHARTER COMMUNICATIONSCHTR |
| 1.9% | 0.57% | $24.7M | 173,849 | $6.2M | 28,571 | +145,278+508.48% | Add |
 COHERENT CORPCOHR |
| 1.68% | 1.89% | $21.9M | 55,534 | $20.5M | 85,966 | -30,432-35.40% | Reduce |
| DDOORDASH INCDASH |
| 1.64% | 0.45% | $21.4M | 115,777 | $4.9M | 32,429 | +83,348+257.02% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.54% | — | $20.1M | 474,770 | $0 | 0 | +474,770 | New Buy |
 CROWN CASTLE INC COMCCI |
| 1.53% | 0.3% | $20.0M | 263,466 | $3.2M | 39,443 | +224,023+567.97% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.51% | 2.21% | $19.6M | 78,573 | $24.0M | 121,429 | -42,856-35.29% | Reduce |
| TTERADATA CORP DELTDC |
| 1.44% | 0.11% | $18.8M | 542,581 | $1.2M | 45,000 | +497,581+1,105.74% | Add |
 AURORA INNOVATION INC CLASS AAUR |
| 1.42% | 0.53% | $18.6M | 2.7M | $5.8M | 1.4M | +1.3M+94.02% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.37% | — | $17.9M | 89,310 | $0 | 0 | +89,310 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 1.32% | — | $17.2M | 188,938 | $0 | 0 | +188,938 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.23% | 0.72% | $16.0M | 13,875 | $7.8M | 23,000 | -9,125-39.67% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.22% | 1.4% | $15.9M | 7,000 | $15.2M | 23,977 | -16,977-70.81% | Reduce |
 WORKDAY INCWDAY |
| 1.18% | — | $15.4M | 125,969 | $0 | 0 | +125,969 | New Buy |
 AIRBNB INC COM CL AABNB |
| 1.18% | 2.34% | $15.4M | 107,631 | $25.4M | 201,287 | -93,656-46.53% | Reduce |
| SSANMINA CORPSANM |
| 1.17% | 0.05% | $15.3M | 60,507 | $518,560 | 4,000 | +56,507+1,412.68% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.17% | — | $15.2M | 150,000 | $0 | 0 | +150,000 | New Buy |
| PPLEXUS CORPPLXS |
| 1.14% | 0.94% | $14.8M | 49,301 | $10.2M | 50,409 | -1,108-2.20% | Reduce |
 COUPANG INC CLASS ACPNG |
| 1.1% | 1.36% | $14.4M | 828,592 | $14.8M | 781,553 | +47,039+6.02% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.09% | 0.38% | $14.3M | 56,040 | $4.1M | 27,305 | +28,735+105.24% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.04% | 0.97% | $13.6M | 29,591 | $10.5M | 21,646 | +7,945+36.70% | Add |
 FIRST SOLAR INC COMFSLR |
| 1.04% | 1.73% | $13.5M | 57,362 | $18.8M | 95,432 | -38,070-39.89% | Reduce |
 ETSY INC COMETSY |
| 1.03% | — | $13.5M | 178,571 | $0 | 0 | +178,571 | New Buy |
 LIBERTY MEDIA CORP DELFWONK |
| 0.95% | — | $12.4M | 129,853 | $0 | 0 | +129,853 | New Buy |
 ARROW ELECTRS INCARW |
| 0.95% | 1.19% | $12.3M | 57,785 | $12.9M | 90,000 | -32,215-35.79% | Reduce |
 JABIL INCJBL |
| 0.91% | 0.39% | $11.9M | 30,748 | $4.2M | 15,819 | +14,929+94.37% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.86% | — | $11.3M | 32,183 | $0 | 0 | +32,183 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 0.8% | — | $10.4M | 127,664 | $0 | 0 | +127,664 | New Buy |
| DDYCOM INDS INCDY |
| 0.66% | — | $8.7M | 17,144 | $0 | 0 | +17,144 | New Buy |
| AAMBARELLA INCAMBA |
| 0.66% | 0.28% | $8.7M | 100,935 | $3.0M | 59,092 | +41,843+70.81% | Add |
 AVNET INCAVT |
| 0.66% | — | $8.7M | 97,391 | $0 | 0 | +97,391 | New Buy |
 REDDIT INC CL ARDDT |
| 0.57% | — | $7.5M | 43,177 | $0 | 0 | +43,177 | New Buy |
