| EECHOSTAR CORP CLASS CLASS AECHO |
| 19.03% | 24.84% | $42.8M | 422,000 | $49.4M | 422,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 12.85% | 12.7% | $28.9M | 121,300 | $25.3M | 121,300 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 11.2% | 12.58% | $25.2M | 67,600 | $25.0M | 67,600 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 10.61% | 7.97% | $23.9M | 12,000 | $15.8M | 12,000 | 00.00% | Unchanged |
| VVALMONT INDS INCVMI |
| 8.47% | 6.63% | $19.1M | 33,000 | $13.2M | 33,000 | 00.00% | Unchanged |
| QQXO INCQXO |
| 6.1% | 7.76% | $13.7M | 795,000 | $15.4M | 795,000 | 00.00% | Unchanged |
| AAIRJOULE TECHNOLOGIES CORP CL AAIRJ |
| 5.61% | 2.75% | $12.6M | 2.3M | $5.5M | 2.2M | +99,069+4.54% | Add |
 GENERAC HLDGS INCGNRC |
| 4.16% | 3.14% | $9.4M | 32,000 | $6.3M | 32,000 | 00.00% | Unchanged |
 FLOWSERVE CORPFLS |
| 4.12% | 4.62% | $9.3M | 125,000 | $9.2M | 125,000 | 00.00% | Unchanged |
 TRANSDIGM GROUP INCTDG |
| 3.67% | 3.61% | $8.3M | 6,200 | $7.2M | 6,200 | 00.00% | Unchanged |
 ANTERO RESOURCES CORPAR |
| 3.33% | 4.55% | $7.5M | 213,269 | $9.1M | 213,269 | 00.00% | Unchanged |
| VVERSIGENT PLCVGNT |
| 3.22% | — | $7.2M | 172,483 | $0 | 0 | +172,483 | New Buy |
 ALPHABET INCGOOGL |
| 3.19% | 2.91% | $7.2M | 20,100 | $5.8M | 20,100 | 00.00% | Unchanged |
 EXPAND ENERGY CORPORATIONEXE |
| 2.82% | 3.85% | $6.4M | 69,700 | $7.7M | 69,700 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 1.61% | 1.36% | $3.6M | 10,800 | $2.7M | 10,800 | 00.00% | Unchanged |
