 APPLE INCAAPL |
| 3.9% | 3.05% | $72.5M | 250,522 | $18.0M | 70,929 | +179,593+253.20% | Add |
 BLOOM ENERGY CORPBE |
| 3.82% | — | $70.9M | 234,250 | $0 | 0 | +234,250 | New Buy |
 INTEL CORPINTC |
| 3.61% | — | $67.0M | 480,000 | $0 | 0 | +480,000 | New Buy |
 MICROSOFT CORPMSFT |
| 2.57% | — | $47.8M | 128,080 | $0 | 0 | +128,080 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.53% | 0.64% | $47.0M | 172,973 | $3.8M | 40,300 | +132,673+329.21% | Add |
 ELI LILLY & COLLY |
| 2.46% | 0.31% | $45.7M | 38,081 | $1.8M | 2,004 | +36,077+1,800.25% | Add |
 VERTIV HOLDINGS COVRT |
| 2.34% | 0.76% | $43.5M | 129,800 | $4.5M | 17,922 | +111,878+624.25% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.02% | — | $37.5M | 126,000 | $0 | 0 | +126,000 | New Buy |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.21% | 0.07% | $22.5M | 26,861 | $415,415 | 1,020 | +25,841+2,533.43% | Add |
 AMAZON COM INCAMZN |
| 1.14% | — | $21.2M | 89,001 | $0 | 0 | +89,001 | New Buy |
| QQUALCOMM INCQCOM |
| 1.09% | — | $20.3M | 109,651 | $0 | 0 | +109,651 | New Buy |
 SALESFORCE INCCRM |
| 1.07% | 0.37% | $19.8M | 126,233 | $2.2M | 11,683 | +114,550+980.48% | Add |
| IIONQ INCIONQ |
| 1.02% | — | $19.0M | 356,300 | $0 | 0 | +356,300 | New Buy |
| NNEXTPOWER INCNXT |
| 1.02% | 0.25% | $18.9M | 159,000 | $1.5M | 12,404 | +146,596+1,181.84% | Add |
| TTTM TECHNOLOGIES INCTTMI |
| 0.99% | — | $18.4M | 98,301 | $0 | 0 | +98,301 | New Buy |
| FFABRINETFN |
| 0.93% | 0.2% | $17.3M | 30,762 | $1.2M | 2,316 | +28,446+1,228.24% | Add |
 TEXAS INSTRS INCTXN |
| 0.88% | 0.1% | $16.3M | 54,601 | $572,325 | 2,948 | +51,653+1,752.14% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.87% | — | $16.1M | 27,800 | $0 | 0 | +27,800 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.84% | 1.18% | $15.7M | 114,475 | $6.9M | 40,943 | +73,532+179.60% | Add |
| CCOEUR MNG INCCDE |
| 0.81% | 0.28% | $15.1M | 922,731 | $1.7M | 89,060 | +833,671+936.08% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.78% | 0.04% | $14.5M | 10,470 | $230,697 | 211 | +10,259+4,862.09% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.75% | 0.09% | $13.9M | 69,300 | $523,200 | 3,000 | +66,300+2,210.00% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.7% | 0.17% | $12.9M | 179,200 | $979,039 | 13,611 | +165,589+1,216.58% | Add |
| DDYCOM INDS INCDY |
| 0.69% | — | $12.8M | 25,280 | $0 | 0 | +25,280 | New Buy |
| MMODINE MFG COMOD |
| 0.68% | 0.19% | $12.7M | 47,475 | $1.1M | 5,175 | +42,300+817.39% | Add |
| SSEMTECH CORPSMTC |
| 0.65% | — | $12.1M | 74,550 | $0 | 0 | +74,550 | New Buy |
 ABBVIE INCABBV |
| 0.64% | 1.28% | $11.8M | 47,019 | $7.6M | 34,808 | +12,211+35.08% | Add |
| RRAMBUS INC DELRMBS |
| 0.63% | — | $11.8M | 88,800 | $0 | 0 | +88,800 | New Buy |
| AASTERA LABS INCALAB |
| 0.63% | 0.45% | $11.8M | 24,400 | $2.7M | 24,400 | 00.00% | Unchanged |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.61% | — | $11.4M | 434,572 | $0 | 0 | +434,572 | New Buy |
 COCA COLA COKO |
| 0.61% | 0.07% | $11.3M | 139,400 | $408,769 | 5,375 | +134,025+2,493.49% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.59% | — | $11.0M | 26,560 | $0 | 0 | +26,560 | New Buy |
 GUARDANT HEALTH INCGH |
| 0.59% | — | $11.0M | 73,300 | $0 | 0 | +73,300 | New Buy |
 CISCO SYS INCCSCO |
| 0.59% | 1.55% | $11.0M | 93,552 | $9.2M | 118,052 | -24,500-20.75% | Reduce |
 VISA INCV |
| 0.59% | 0.28% | $10.9M | 31,800 | $1.7M | 5,505 | +26,295+477.66% | Add |
| SSPX TECHNOLOGIES INCSPXC |
| 0.58% | 0.12% | $10.8M | 44,100 | $719,784 | 3,600 | +40,500+1,125.00% | Add |
 WALMART INCWMT |
| 0.58% | 1.17% | $10.7M | 94,352 | $6.9M | 55,830 | +38,522+69.00% | Add |
| SSANMINA CORPSANM |
| 0.57% | — | $10.6M | 42,050 | $0 | 0 | +42,050 | New Buy |
 VALERO ENERGY CORP COMVLO |
| 0.56% | 1.04% | $10.4M | 39,908 | $6.1M | 24,808 | +15,100+60.87% | Add |
 SITIME CORPSITM |
| 0.55% | 0.15% | $10.2M | 13,733 | $902,400 | 2,613 | +11,120+425.56% | Add |
| FFORMFACTOR INCFORM |
| 0.52% | — | $9.7M | 60,800 | $0 | 0 | +60,800 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 0.52% | — | $9.7M | 26,000 | $0 | 0 | +26,000 | New Buy |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.52% | — | $9.6M | 61,100 | $0 | 0 | +61,100 | New Buy |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.52% | — | $9.6M | 117,600 | $0 | 0 | +117,600 | New Buy |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.49% | — | $9.2M | 90,200 | $0 | 0 | +90,200 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.48% | 0.06% | $8.9M | 9,238 | $338,089 | 863 | +8,375+970.45% | Add |
 META PLATFORMS INCMETA |
| 0.47% | 1.02% | $8.7M | 15,457 | $6.0M | 10,520 | +4,937+46.93% | Add |
 ASTRAZENECA PLCAZN |
| 0.46% | 1.54% | $8.5M | 44,699 | $9.1M | 58,884 | -14,185-24.09% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.45% | 0.71% | $8.4M | 25,600 | $4.2M | 14,293 | +11,307+79.11% | Add |
 WATTS WATER TECHNOLOGIES INCWTS |
| 0.45% | — | $8.4M | 21,360 | $0 | 0 | +21,360 | New Buy |
