 ADVANCED MICRO DEVICES INCAMD |
| 6.25% | 4.6% | $17.9M | 30,810 | $8.2M | 40,150 | -9,340-23.26% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.12% | 4.97% | $14.6M | 41,450 | $8.8M | 30,820 | +10,630+34.49% | Add |
 AMAZON COM INCAMZN |
| 5.1% | 7.18% | $14.6M | 61,200 | $12.8M | 61,300 | -100-0.16% | Reduce |
 MICROSOFT CORPMSFT |
| 4.76% | 6.25% | $13.6M | 36,550 | $11.1M | 30,000 | +6,550+21.83% | Add |
 BROADCOM INCAVGO |
| 4.53% | 4.83% | $13.0M | 34,350 | $8.6M | 27,760 | +6,590+23.74% | Add |
 META PLATFORMS INCMETA |
| 4.24% | 5.79% | $12.1M | 21,560 | $10.3M | 18,000 | +3,560+19.78% | Add |
 TESLA INCTSLA |
| 3.74% | 4.93% | $10.7M | 25,420 | $8.8M | 23,570 | +1,850+7.85% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.49% | 6.13% | $10.0M | 49,880 | $10.9M | 62,480 | -12,600-20.17% | Reduce |
 INTEL CORPINTC |
| 3.25% | 3.28% | $9.3M | 66,550 | $5.8M | 131,980 | -65,430-49.58% | Reduce |
| NNOVA LTDNVMI |
| 1.83% | 1.47% | $5.2M | 9,650 | $2.6M | 6,000 | +3,650+60.83% | Add |
 ORACLE CORPORCL |
| 1.77% | 1.9% | $5.1M | 34,520 | $3.4M | 23,000 | +11,520+50.09% | Add |
 PALO ALTOPANW |
| 1.7% | 2.03% | $4.9M | 14,300 | $3.6M | 22,500 | -8,200-36.44% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 1.64% | 1.06% | $4.7M | 95,320 | $1.9M | 50,000 | +45,320+90.64% | Add |
 SERVICENOW INCNOW |
| 1.62% | 2.08% | $4.6M | 46,680 | $3.7M | 35,300 | +11,380+32.24% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.61% | 1.32% | $4.6M | 18,125 | $2.3M | 15,500 | +2,625+16.94% | Add |
 APPLIED MATLS INCAMAT |
| 1.52% | 1.56% | $4.3M | 6,000 | $2.8M | 8,100 | -2,100-25.93% | Reduce |
 MONGODB INC CL AMDB |
| 1.51% | 1.38% | $4.3M | 12,835 | $2.4M | 10,000 | +2,835+28.35% | Add |
 TEXAS INSTRS INCTXN |
| 1.48% | 1.45% | $4.2M | 14,200 | $2.6M | 13,230 | +970+7.33% | Add |
 CISCO SYS INCCSCO |
| 1.42% | — | $4.1M | 34,550 | $0 | 0 | +34,550 | New Buy |
 TWILIO INCTWLO |
| 1.34% | 1.77% | $3.8M | 18,650 | $3.1M | 25,000 | -6,350-25.40% | Reduce |
 GENERAC HLDGS INCGNRC |
| 1.32% | 1.42% | $3.8M | 12,900 | $2.5M | 12,900 | 00.00% | Unchanged |
| SSIMILARWEB LTDSMWB |
| 1.32% | 0.9% | $3.8M | 615,000 | $1.6M | 615,000 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 1.31% | 1.83% | $3.8M | 9,455 | $3.3M | 10,220 | -765-7.49% | Reduce |
 CAMTEK LTDCAMT |
| 1.25% | 1.82% | $3.6M | 21,901 | $3.2M | 21,381 | +520+2.43% | Add |
| NNUTANIX INCNTNX |
| 1.25% | — | $3.6M | 70,000 | $0 | 0 | +70,000 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | — | $3.5M | 8,080 | $0 | 0 | +8,080 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.21% | — | $3.5M | 8,000 | $0 | 0 | +8,000 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.17% | 1.61% | $3.3M | 46,400 | $2.9M | 39,750 | +6,650+16.73% | Add |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 1.16% | 1.01% | $3.3M | 47,550 | $1.8M | 57,150 | -9,600-16.80% | Reduce |
| SSEMTECH CORPSMTC |
| 1.08% | 0.63% | $3.1M | 19,140 | $1.1M | 14,500 | +4,640+32.00% | Add |
| CCELLEBRITE DI LTDCLBT |
| 1.08% | 1.2% | $3.1M | 211,800 | $2.1M | 154,950 | +56,850+36.69% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.08% | 1.13% | $3.1M | 232,050 | $2.0M | 250,000 | -17,950-7.18% | Reduce |
| MMONDAY COM LTDMNDY |
| 1.07% | 0.58% | $3.1M | 42,250 | $1.0M | 15,000 | +27,250+181.67% | Add |
 DATADOG INCDDOG |
| 1.02% | — | $2.9M | 2.1M | $0 | 0 | +2.1M | New Buy |
 NETFLIX INCNFLX |
| 1.01% | 1.91% | $2.9M | 40,300 | $3.4M | 35,300 | +5,000+14.16% | Add |
| GGLOBAL E ONLINE LTDGLBE |
| 0.99% | — | $2.8M | 81,800 | $0 | 0 | +81,800 | New Buy |
 WALMART INCWMT |
| 0.99% | 1.12% | $2.8M | 25,000 | $2.0M | 16,000 | +9,000+56.25% | Add |
 Cloudflare, Inc.NET |
| 0.97% | — | $2.8M | 2.2M | $0 | 0 | +2.2M | New Buy |
 DATADOG INCDDOG |
| 0.93% | — | $2.7M | 10,185 | $0 | 0 | +10,185 | New Buy |
| WWIX COM LTD SHSWIX |
| 0.89% | 1.01% | $2.6M | 56,250 | $1.8M | 20,000 | +36,250+181.25% | Add |
| RRUBRIK INC CLASS ARBRK |
| 0.86% | 0.77% | $2.5M | 30,730 | $1.4M | 27,800 | +2,930+10.54% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.85% | — | $2.4M | 11,000 | $0 | 0 | +11,000 | New Buy |
| NNutanix IncNTNX |
| 0.83% | — | $2.4M | 2.4M | $0 | 0 | +2.4M | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 0.81% | 0.96% | $2.3M | 24,375 | $1.7M | 27,525 | -3,150-11.44% | Reduce |
 ENPHASE ENERGY INCENPH |
| 0.72% | — | $2.1M | 2.2M | $0 | 0 | +2.2M | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.72% | 1.52% | $2.1M | 4,300 | $2.7M | 8,000 | -3,700-46.25% | Reduce |
| UUNITY SOFTWARE INCU |
| 0.71% | 0.84% | $2.0M | 1.8M | $1.5M | 1.5M | +300,000+20.00% | Add |
| SSiTime CorpSITM |
| 0.7% | — | $2.0M | 1.8M | $0 | 0 | +1.8M | New Buy |
| VVICOR CORPVICR |
| 0.66% | — | $1.9M | 5,000 | $0 | 0 | +5,000 | New Buy |
 Microchip Technology IncorporatedMCHP |
| 0.64% | — | $1.8M | 1.7M | $0 | 0 | +1.7M | New Buy |
