| FFUELCELL ENERGY INC COM NEWFCEL |
| 10.21% | — | $4.5M | 303,600 | $0 | 0 | +303,600 | New Buy |
 CORNING INCGLW |
| 5.97% | — | $2.6M | 33,200 | $0 | 0 | +33,200 | New Buy |
 NEBIUS GROUP N VNBIS |
| 5.79% | 2.26% | $2.6M | 38,000 | $747,040 | 35,000 | +3,000+8.57% | Add |
 APPLIED MATLS INCAMAT |
| 5.4% | — | $2.4M | 11,200 | $0 | 0 | +11,200 | New Buy |
 LAM RESEARCH CORPLRCX |
| 5.36% | — | $2.4M | 18,800 | $0 | 0 | +18,800 | New Buy |
 VERTIV HOLDINGS COVRT |
| 5.1% | — | $2.3M | 29,500 | $0 | 0 | +29,500 | New Buy |
 INTUITIVE MACHS INC CLASS ALUNR |
| 5.06% | 0.22% | $2.2M | 455,500 | $74,277 | 157,200 | +298,300+189.76% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.04% | — | $2.2M | 18,400 | $0 | 0 | +18,400 | New Buy |
 INTEL CORPINTC |
| 4.98% | — | $2.2M | 70,000 | $0 | 0 | +70,000 | New Buy |
| SSANDISK CORP COMSNDK |
| 4.71% | — | $2.1M | 3,600 | $0 | 0 | +3,600 | New Buy |
 MODERNA INCMRNA |
| 4.7% | — | $2.1M | 135,500 | $0 | 0 | +135,500 | New Buy |
 ENPHASE ENERGY INC COMENPH |
| 4.67% | — | $2.1M | 190,000 | $0 | 0 | +190,000 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 4.55% | — | $2.0M | 11,800 | $0 | 0 | +11,800 | New Buy |
| TTEMPUS AI INCTEM |
| 4.53% | — | $2.0M | 128,800 | $0 | 0 | +128,800 | New Buy |
| HHIMS & HERS HEALTH INCHIMS |
| 4.43% | — | $2.0M | 263,000 | $0 | 0 | +263,000 | New Buy |
| SSUNRUN INCRUN |
| 4.35% | — | $1.9M | 667,000 | $0 | 0 | +667,000 | New Buy |
| CCORE SCIENTIFIC INC NEWCORZ |
| 4.21% | — | $1.9M | 331,000 | $0 | 0 | +331,000 | New Buy |
| HHECLA MINING COMPANYHL |
| 4.19% | — | $1.9M | 571,500 | $0 | 0 | +571,500 | New Buy |
| CCLEANSPARK INCCLSK |
| 4.12% | — | $1.8M | 554,500 | $0 | 0 | +554,500 | New Buy |
 WALMART INCWMT |
| 1.32% | 2.08% | $582,820 | 181,000 | $690,032 | 175,000 | +6,000+3.43% | Add |
| SSPACE EX TECH SPACEX CLASS ASPCK |
| 0.7% | — | $311,166 | 35,400 | $0 | 0 | +35,400 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.62% | — | $273,004 | 416,800 | $0 | 0 | +416,800 | New Buy |
