 NVIDIA CORPORATIONNVDA |
| 5.29% | 5.36% | $13.2M | 66,000 | $10.4M | 59,500 | +6,500+10.92% | Add |
 MICROSOFT CORPMSFT |
| 5.18% | 5.81% | $12.9M | 34,700 | $11.3M | 30,300 | +4,400+14.52% | Add |
 AMAZON COM INCAMZN |
| 4.03% | 3.95% | $10.1M | 42,200 | $7.6M | 36,700 | +5,500+14.99% | Add |
 ALPHABET INCGOOGL |
| 3.72% | 3.83% | $9.3M | 26,000 | $7.4M | 28,000 | -2,000-7.14% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.91% | 2.53% | $7.3M | 12,500 | $4.9M | 24,100 | -11,600-48.13% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.54% | 2.16% | $6.3M | 8,300 | $4.2M | 10,700 | -2,400-22.43% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.52% | 0.82% | $6.3M | 5,450 | $1.6M | 4,700 | +750+15.96% | Add |
 PALO ALTOPANW |
| 2.12% | 1.78% | $5.3M | 15,500 | $3.4M | 21,500 | -6,000-27.91% | Reduce |
 APPLE INCAAPL |
| 2.02% | 2.55% | $5.0M | 17,400 | $4.9M | 19,450 | -2,050-10.54% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.94% | 2.21% | $4.8M | 12,200 | $4.3M | 13,450 | -1,250-9.29% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.83% | 1.52% | $4.6M | 11,500 | $3.0M | 6,400 | +5,100+79.69% | Add |
 SERVICENOW INCNOW |
| 1.83% | 2.37% | $4.6M | 46,000 | $4.6M | 44,000 | +2,000+4.55% | Add |
 HUBSPOT INCHUBS |
| 1.75% | 1.88% | $4.4M | 24,000 | $3.6M | 14,900 | +9,100+61.07% | Add |
 DATADOG INCDDOG |
| 1.72% | 1.31% | $4.3M | 16,500 | $2.5M | 21,500 | -5,000-23.26% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.65% | 1.68% | $4.1M | 5,700 | $3.3M | 9,550 | -3,850-40.31% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.63% | 1.32% | $4.1M | 16,000 | $2.5M | 16,900 | -900-5.33% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.61% | 1.79% | $4.0M | 13,500 | $3.5M | 35,000 | -21,500-61.43% | Reduce |
 TESLA INCTSLA |
| 1.58% | 1.77% | $4.0M | 9,400 | $3.4M | 9,200 | +200+2.17% | Add |
 ADOBE INC COMADBE |
| 1.57% | 2.24% | $3.9M | 19,149 | $4.3M | 17,866 | +1,283+7.18% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.53% | 1.71% | $3.8M | 42,000 | $3.3M | 51,400 | -9,400-18.29% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.45% | 1.23% | $3.6M | 85,000 | $2.4M | 38,000 | +47,000+123.68% | Add |
| TTOAST INC CL ATOST |
| 1.45% | 1.22% | $3.6M | 130,000 | $2.4M | 89,000 | +41,000+46.07% | Add |
 TEXAS INSTRS INCTXN |
| 1.19% | 1.75% | $3.0M | 10,000 | $3.4M | 17,500 | -7,500-42.86% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 1.1% | 1.28% | $2.8M | 29,100 | $2.5M | 40,100 | -11,000-27.43% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.09% | 1.07% | $2.7M | 48,000 | $2.1M | 42,500 | +5,500+12.94% | Add |
 META PLATFORMS INCMETA |
| 1.05% | 0.99% | $2.6M | 4,640 | $1.9M | 3,360 | +1,280+38.10% | Add |
 MONGODB INC CL AMDB |
| 1% | 0.93% | $2.5M | 7,400 | $1.8M | 7,400 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 0.96% | 0.45% | $2.4M | 15,250 | $868,015 | 4,650 | +10,600+227.96% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.93% | 1.03% | $2.3M | 9,341 | $2.0M | 10,091 | -750-7.43% | Reduce |
 DISNEY WALT CODIS |
| 0.89% | 0.77% | $2.2M | 23,000 | $1.5M | 15,500 | +7,500+48.39% | Add |
 RTX CORPORATIONRTX |
| 0.86% | 0.97% | $2.1M | 11,300 | $1.9M | 9,700 | +1,600+16.49% | Add |
| CCITIGROUP INCC |
| 0.84% | 0.85% | $2.1M | 15,000 | $1.6M | 14,500 | +500+3.45% | Add |
 PFIZER INCPFE |
| 0.84% | 0.82% | $2.1M | 87,000 | $1.6M | 56,500 | +30,500+53.98% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.84% | 0.9% | $2.1M | 21,754 | $1.7M | 24,021 | -2,267-9.44% | Reduce |
 CLOUDFLARE INCNET |
| 0.83% | 1.07% | $2.1M | 8,500 | $2.1M | 10,000 | -1,500-15.00% | Reduce |
| IIMPINJ INCPI |
| 0.83% | 0.72% | $2.1M | 14,500 | $1.4M | 13,500 | +1,000+7.41% | Add |
 DEXCOM INCDXCM |
| 0.83% | 0.07% | $2.1M | 30,800 | $135,020 | 2,150 | +28,650+1,332.56% | Add |
| MMONDAY COM LTDMNDY |
| 0.81% | 1% | $2.0M | 28,000 | $1.9M | 28,000 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.8% | 0.85% | $2.0M | 5,300 | $1.6M | 5,300 | 00.00% | Unchanged |
| CCIGNA GROUPLIBD |
| 0.73% | 0.62% | $1.8M | 6,600 | $1.2M | 4,500 | +2,100+46.67% | Add |
 ELI LILLY & COLLY |
| 0.73% | 0.8% | $1.8M | 1,510 | $1.6M | 1,695 | -185-10.91% | Reduce |
| DD-WAVE QUANTUM INCQBTS |
| 0.72% | — | $1.8M | 75,000 | $0 | 0 | +75,000 | New Buy |
 MERCK & CO INCMRK |
| 0.72% | 1.06% | $1.8M | 14,000 | $2.0M | 17,000 | -3,000-17.65% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.71% | 0.86% | $1.8M | 1,760 | $1.7M | 1,960 | -200-10.20% | Reduce |
 DEERE & CODE |
| 0.7% | 0.87% | $1.7M | 2,750 | $1.7M | 3,000 | -250-8.33% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.69% | 0.85% | $1.7M | 5,270 | $1.7M | 5,610 | -340-6.06% | Reduce |
 GENERAL MTRS COGM |
| 0.68% | 0.47% | $1.7M | 22,000 | $908,900 | 12,200 | +9,800+80.33% | Add |
| FFIVE9 INCFIVN |
| 0.63% | 0.58% | $1.6M | 74,000 | $1.1M | 74,000 | 00.00% | Unchanged |
 INTUITINTU |
| 0.63% | 0.89% | $1.6M | 6,000 | $1.7M | 4,000 | +2,000+50.00% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 0.62% | 0.7% | $1.6M | 20,000 | $1.4M | 20,000 | 00.00% | Unchanged |
