 AMAZON COM INCAMZN |
| 15.71% | 14.55% | $238.3M | 1.0M | $208.3M | 1.0M | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 9.53% | 4.77% | $144.6M | 200,000 | $68.4M | 200,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 8.25% | 7.03% | $125.1M | 350,000 | $100.6M | 350,000 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 7.92% | 7.31% | $120.1M | 600,000 | $104.6M | 600,000 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 7.73% | 6.13% | $117.2M | 350,000 | $87.7M | 350,000 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 7.39% | 5.93% | $112.1M | 200,000 | $84.9M | 200,000 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 6.77% | 7.85% | $102.7M | 200,000 | $112.4M | 225,000 | -25,000-11.11% | Reduce |
| CCARVANA CO CL ACVNA |
| 6.51% | 6.59% | $98.7M | 1.5M | $94.3M | 300,000 | +1.2M+400.00% | Add |
 META PLATFORMS INCMETA |
| 6.5% | 12.31% | $98.6M | 175,000 | $176.2M | 307,981 | -132,981-43.18% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 5.77% | 4.93% | $87.5M | 250,000 | $70.6M | 250,000 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 5.09% | 6.87% | $77.2M | 90,000 | $98.4M | 140,000 | -50,000-35.71% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 3.08% | — | $46.8M | 250,000 | $0 | 0 | +250,000 | New Buy |
 REDDIT INC CL ARDDT |
| 2.86% | — | $43.4M | 250,000 | $0 | 0 | +250,000 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 2.52% | — | $38.2M | 150,000 | $0 | 0 | +150,000 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 1.98% | — | $30.1M | 300,000 | $0 | 0 | +300,000 | New Buy |
| EENTEGRIS INCENTG |
| 0.89% | — | $13.5M | 75,000 | $0 | 0 | +75,000 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.76% | — | $11.5M | 10,000 | $0 | 0 | +10,000 | New Buy |
 SITIME CORPSITM |
| 0.74% | 2.17% | $11.2M | 15,000 | $31.1M | 90,000 | -75,000-83.33% | Reduce |
