MARVELL TECHNOLOGY INC MRVL
17.78% — $19.5M 65,400 $0 0 +65,400 New Buy INTEL CORP INTC
14.89% 2.65% $16.3M 116,840 $1.1M 25,000 +91,840 +367.36% Add S SANDISK CORP COM SNDK
13.7% 15.69% $15.0M 6,600 $6.5M 10,300 -3,700 -35.92% Reduce A ASTERA LABS INC ALAB
12.57% — $13.8M 28,500 $0 0 +28,500 New Buy MICRON TECHNOLOGY INC MU
11.17% — $12.2M 10,600 $0 0 +10,600 New Buy ADVANCED MICRO DEVICES INC AMD
10.13% — $11.1M 19,100 $0 0 +19,100 New Buy BLOOM ENERGY CORP BE
7.54% 1.4% $8.3M 27,300 $582,607 4,300 +23,000 +534.88% Add APPLIED MATLS INC AMAT
5.54% — $6.1M 8,400 $0 0 +8,400 New Buy I ISHARES 7-10YR IEF
2.16% 5.72% $2.4M 25,000 $2.4M 25,000 0 0.00% Unchanged M M-TRON INDS INC COM MPTI
0.91% — $991,500 10,000 $0 0 +10,000 New Buy TWILIO INC TWLO
0.78% — $858,333 4,160 $0 0 +4,160 New Buy LUMENTUM HLDGS INC LITE
0.74% 30% $806,576 940 $12.5M 17,800 -16,860 -94.72% Reduce A Alphabet Inc Class C GOOG
0.65% — $706,660 2,000 $0 0 +2,000 New Buy Pdd Holdings Inc ADR PDD
0.31% 0.98% $343,260 4,500 $408,720 4,000 +500 +12.50% Add OCCIDENTAL PETE CORP OXY
0.27% 0.94% $291,420 6,000 $390,000 6,000 0 0.00% Unchanged UBER TECHNOLOGIES INC UBER
0.26% 0.69% $288,640 4,000 $287,720 4,000 0 0.00% Unchanged NIKE INC NKE
0.11% 0.38% $123,150 3,000 $158,460 3,000 0 0.00% Unchanged AMAZON COM INC AMZN
0.11% 0.5% $119,170 500 $208,270 1,000 -500 -50.00% Reduce LULULEMON ATHLETICA INC LULU
0.08% 0.07% $91,344 800 $30,620 200 +600 +300.00% Add I ISHARES TR TLT
0.08% 0.21% $86,420 1,000 $86,690 1,000 0 0.00% Unchanged ALPHABET INC GOOGL
0.07% 1.72% $71,474 200 $718,900 2,500 -2,300 -92.00% Reduce ADOBE INC COM ADBE
0.04% — $41,004 200 $0 0 +200 New Buy DIAGEO PLC SPON ADR NEW DEO
0.04% 0.09% $40,190 500 $37,225 500 0 0.00% Unchanged MICROSOFT CORP MSFT
0.03% 0.09% $37,302 100 $37,017 100 0 0.00% Unchanged DOMINOS PIZZA INC DPZ
0.03% — $29,604 100 $0 0 +100 New Buy S SELECT SECTOR SPDR TR XLE
0.02% — $21,244 400 $0 0 +400 New Buy S SOLSTICE ADVANCED MATLS INC SOLS
— 0.91% $0 0 $380,800 5,000 -5,000 Exit T TEXAS PACIFIC LAND CORPORATI TPL
— 1.14% $0 0 $474,560 1,000 -1,000 Exit T TERAWULF INC COM WULF
— 1.31% $0 0 $548,340 38,000 -38,000 Exit T TOWER SEMICONDUCTOR LTD SHS NEW TSEM
— 16.92% $0 0 $7.1M 40,200 -40,200 Exit APPLIED OPTOELECTRONICS INC AAOI
— 1.62% $0 0 $676,720 8,000 -8,000 Exit A AXT INC AXTI
— 16.98% $0 0 $7.1M 124,262 -124,262 Exit 
