 NVIDIA CORPORATIONNVDA |
| 5.56% | 1.57% | $33.0M | 164,870 | $6.0M | 34,300 | +130,570+380.67% | Add |
 GUARDANT HEALTH INCGH |
| 5.28% | — | $31.3M | 208,817 | $0 | 0 | +208,817 | New Buy |
 APPLE INCAAPL |
| 5.12% | 0.82% | $30.4M | 104,985 | $3.1M | 12,400 | +92,585+746.65% | Add |
 NATERA INCNTRA |
| 5.03% | 5.22% | $29.8M | 109,880 | $19.9M | 99,732 | +10,148+10.18% | Add |
 COHERENT CORPCOHR |
| 4.97% | 5.5% | $29.5M | 74,725 | $21.0M | 88,240 | -13,515-15.32% | Reduce |
 LAM RESEARCH CORPLRCX |
| 4.74% | 6.08% | $28.1M | 64,913 | $23.2M | 108,700 | -43,787-40.28% | Reduce |
| PPLANET LABS PBC CLASS APL |
| 4.61% | 4.23% | $27.3M | 824,733 | $16.2M | 577,840 | +246,893+42.73% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 4.41% | — | $26.1M | 468,000 | $0 | 0 | +468,000 | New Buy |
 BLOOM ENERGY CORPBE |
| 4.35% | 5.38% | $25.8M | 85,210 | $20.6M | 151,850 | -66,640-43.89% | Reduce |
| AAEHR TEST SYSAEHR |
| 4.03% | — | $23.9M | 249,000 | $0 | 0 | +249,000 | New Buy |
 ELI LILLY & COLLY |
| 3.95% | — | $23.4M | 19,550 | $0 | 0 | +19,550 | New Buy |
| SSPIRE GLOBAL INC COM CL A NEWSPIR |
| 3.63% | — | $21.5M | 1.2M | $0 | 0 | +1.2M | New Buy |
 SITIME CORPSITM |
| 3.51% | 0.67% | $20.8M | 27,925 | $2.6M | 7,400 | +20,525+277.36% | Add |
 MICROSOFT CORPMSFT |
| 3.17% | — | $18.8M | 50,484 | $0 | 0 | +50,484 | New Buy |
 AXSOME THERAPEUTICS INC.AXSM |
| 3.01% | — | $17.9M | 73,040 | $0 | 0 | +73,040 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 2.6% | 6.94% | $15.5M | 18,011 | $26.5M | 37,720 | -19,709-52.25% | Reduce |
| TTERAWULF INC COMWULF |
| 2.27% | — | $13.5M | 546,011 | $0 | 0 | +546,011 | New Buy |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 2.26% | — | $13.4M | 79,724 | $0 | 0 | +79,724 | New Buy |
| TTWIST BIOSCIENCE CORPTWST |
| 2.24% | — | $13.3M | 129,228 | $0 | 0 | +129,228 | New Buy |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 2.07% | — | $12.3M | 176,135 | $0 | 0 | +176,135 | New Buy |
 BROADCOM INCAVGO |
| 2.05% | 0.74% | $12.1M | 32,151 | $2.8M | 9,150 | +23,001+251.38% | Add |
 CORNING INCGLW |
| 1.78% | 0.58% | $10.6M | 41,459 | $2.2M | 16,393 | +25,066+152.91% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.57% | 1.49% | $9.3M | 8,062 | $5.7M | 16,900 | -8,838-52.30% | Reduce |
| DDPC HOLDINGS PLCDPC |
| 1.31% | — | $7.8M | 158,828 | $0 | 0 | +158,828 | New Buy |
 GE VERNOVA INCGEV |
| 1.31% | 0.43% | $7.8M | 6,600 | $1.7M | 1,900 | +4,700+247.37% | Add |
| TT1 ENERGY INCTE |
| 1.24% | — | $7.3M | 775,094 | $0 | 0 | +775,094 | New Buy |
 GENEDX HOLDINGS CORPWGS |
| 1.23% | 4.05% | $7.3M | 106,387 | $15.5M | 241,200 | -134,813-55.89% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.14% | — | $6.8M | 11,657 | $0 | 0 | +11,657 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 1.02% | — | $6.1M | 14,600 | $0 | 0 | +14,600 | New Buy |
 MOLINA HEALTHCARE INCMOH |
| 0.85% | — | $5.1M | 22,140 | $0 | 0 | +22,140 | New Buy |
 INTEL CORPINTC |
| 0.74% | — | $4.4M | 31,413 | $0 | 0 | +31,413 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.69% | 1.93% | $4.1M | 5,670 | $7.4M | 21,550 | -15,880-73.69% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.62% | — | $3.7M | 21,400 | $0 | 0 | +21,400 | New Buy |
 CISCO SYS INCCSCO |
| 0.56% | 0.49% | $3.3M | 28,254 | $1.9M | 24,200 | +4,054+16.75% | Add |
 KLA CORPKLAC |
| 0.48% | — | $2.8M | 9,369 | $0 | 0 | +9,369 | New Buy |
 PALO ALTOPANW |
| 0.33% | — | $2.0M | 5,813 | $0 | 0 | +5,813 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.33% | — | $1.9M | 6,510 | $0 | 0 | +6,510 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.32% | — | $1.9M | 6,713 | $0 | 0 | +6,713 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.31% | 1.96% | $1.8M | 15,578 | $7.5M | 51,265 | -35,687-69.61% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.31% | — | $1.8M | 6,092 | $0 | 0 | +6,092 | New Buy |
 ORACLE CORPORCL |
| 0.3% | — | $1.8M | 12,291 | $0 | 0 | +12,291 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 0.27% | — | $1.6M | 2,475 | $0 | 0 | +2,475 | New Buy |
 AMPHENOL CORPAPH |
| 0.26% | — | $1.6M | 8,791 | $0 | 0 | +8,791 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.25% | 0.74% | $1.5M | 1,544 | $2.8M | 7,240 | -5,696-78.67% | Reduce |
| QQUALCOMM INCQCOM |
| 0.24% | — | $1.4M | 7,630 | $0 | 0 | +7,630 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.23% | 1.32% | $1.4M | 3,484 | $5.1M | 15,903 | -12,419-78.09% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.23% | — | $1.4M | 1,771 | $0 | 0 | +1,771 | New Buy |
 ARISTA NETWORKS INCANET |
| 0.22% | — | $1.3M | 7,625 | $0 | 0 | +7,625 | New Buy |
 SHOPIFY INCSHOP |
| 0.17% | — | $1.0M | 8,780 | $0 | 0 | +8,780 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.16% | — | $929,796 | 2,155 | $0 | 0 | +2,155 | New Buy |
