| RRIOT PLATFORMS INCRIOT |
| 8.91% | 10.38% | $18.4M | 670,786 | $9.8M | 793,497 | -122,711-15.46% | Reduce |
| CCIPHER DIGITAL INCCIFR |
| 6.6% | 6.88% | $13.6M | 554,788 | $6.5M | 505,466 | +49,322+9.76% | Add |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 6.18% | — | $12.7M | 2.2M | $0 | 0 | +2.2M | New Buy |
 VISA INCV |
| 5.65% | 2.29% | $11.6M | 33,912 | $2.2M | 7,171 | +26,741+372.90% | Add |
 ROBINHOOD MKTS INCHOOD |
| 4.31% | 5.27% | $8.9M | 88,494 | $5.0M | 71,901 | +16,593+23.08% | Add |
| CCLEANSPARK INCCLSK |
| 3.96% | 7.96% | $8.2M | 560,540 | $7.5M | 884,245 | -323,705-36.61% | Reduce |
 PALO ALTOPANW |
| 3.85% | — | $7.9M | 23,239 | $0 | 0 | +23,239 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.6% | 3.87% | $7.4M | 9,710 | $3.7M | 9,363 | +347+3.71% | Add |
 JPMORGAN CHASE & COJPM |
| 3.16% | 2.72% | $6.5M | 19,891 | $2.6M | 8,753 | +11,138+127.25% | Add |
| HHYPERLIQUID STRATEGIES IPURR |
| 3.01% | — | $6.2M | 786,954 | $0 | 0 | +786,954 | New Buy |
 DATADOG INCDDOG |
| 2.68% | 6.18% | $5.5M | 21,206 | $5.8M | 49,475 | -28,269-57.14% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.65% | — | $5.5M | 27,341 | $0 | 0 | +27,341 | New Buy |
 MICROSOFT CORPMSFT |
| 2.49% | 4.21% | $5.1M | 13,741 | $4.0M | 10,747 | +2,994+27.86% | Add |
 CAPITAL ONE FINL CORPCOF |
| 2.38% | — | $4.9M | 24,400 | $0 | 0 | +24,400 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 2.27% | 3.38% | $4.7M | 9,108 | $3.2M | 6,393 | +2,715+42.47% | Add |
 BLOCK INCXYZ |
| 2.26% | 0.32% | $4.7M | 61,200 | $300,900 | 5,000 | +56,200+1,124.00% | Add |
| CCITIGROUP INCC |
| 2.22% | — | $4.6M | 32,739 | $0 | 0 | +32,739 | New Buy |
 AERCAP HOLDINGS NV SHSAER |
| 2.12% | — | $4.4M | 30,000 | $0 | 0 | +30,000 | New Buy |
 MOODYS CORPMCO |
| 2.02% | — | $4.2M | 9,200 | $0 | 0 | +9,200 | New Buy |
 VIRTU FINL INCVIRT |
| 1.86% | — | $3.8M | 64,300 | $0 | 0 | +64,300 | New Buy |
| TTERAWULF INC COMWULF |
| 1.85% | 5.1% | $3.8M | 154,618 | $4.8M | 334,048 | -179,430-53.71% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.79% | 1.78% | $3.7M | 7,715 | $1.7M | 4,985 | +2,730+54.76% | Add |
 CME GROUP INCCME |
| 1.77% | — | $3.6M | 16,471 | $0 | 0 | +16,471 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 1.7% | — | $3.5M | 43,000 | $0 | 0 | +43,000 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.66% | 5.25% | $3.4M | 2,972 | $5.0M | 14,699 | -11,727-79.78% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.61% | — | $3.3M | 22,987 | $0 | 0 | +22,987 | New Buy |
 MORGAN STANLEYMS |
| 1.54% | 1.72% | $3.2M | 15,216 | $1.6M | 9,879 | +5,337+54.02% | Add |
 BLACKROCK INC COMBLK |
| 1.46% | 1.87% | $3.0M | 3,131 | $1.8M | 1,840 | +1,291+70.16% | Add |
 LAM RESEARCH CORPLRCX |
| 1.41% | 2.02% | $2.9M | 6,692 | $1.9M | 8,914 | -2,222-24.93% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 1.38% | — | $2.8M | 15,800 | $0 | 0 | +15,800 | New Buy |
 MSCI INCMSCI |
| 1.36% | — | $2.8M | 5,000 | $0 | 0 | +5,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.28% | 3.07% | $2.6M | 3,640 | $2.9M | 8,477 | -4,837-57.06% | Reduce |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 0.98% | — | $2.0M | 65,981 | $0 | 0 | +65,981 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 0.96% | — | $2.0M | 125,100 | $0 | 0 | +125,100 | New Buy |
 AMPHENOL CORPAPH |
| 0.95% | 1.79% | $2.0M | 11,117 | $1.7M | 13,368 | -2,251-16.84% | Reduce |
 ALKAMI TECHNOLOGY INCALKT |
| 0.85% | — | $1.8M | 96,600 | $0 | 0 | +96,600 | New Buy |
 NVENT ELECTRIC PLCNVT |
| 0.71% | 1.14% | $1.5M | 8,588 | $1.1M | 9,092 | -504-5.54% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 0.65% | — | $1.3M | 24,130 | $0 | 0 | +24,130 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.63% | 3.35% | $1.3M | 3,849 | $3.2M | 12,630 | -8,781-69.52% | Reduce |
| BBOOST RUN INCBRUN |
| 0.53% | — | $1.1M | 28,209 | $0 | 0 | +28,209 | New Buy |
| PPOWELL INDS INCPOWL |
| 0.48% | 1.16% | $991,092 | 3,461 | $1.1M | 2,021 | +1,440+71.25% | Add |
 HUBBELL INCHUBB |
| 0.37% | 0.16% | $772,243 | 1,476 | $148,694 | 303 | +1,173+387.13% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.35% | 0.18% | $715,185 | 11,372 | $166,347 | 2,830 | +8,542+301.84% | Add |
 ALLIANT ENERGY CORP COMLNT |
| 0.31% | 0.09% | $640,149 | 8,391 | $84,031 | 1,171 | +7,220+616.57% | Add |
 ENTERGY CORP NEWETR |
| 0.31% | 0.07% | $636,554 | 5,542 | $63,596 | 566 | +4,976+879.15% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.31% | — | $635,630 | 7,242 | $0 | 0 | +7,242 | New Buy |
 FLOWSERVE CORPFLS |
| 0.17% | 0.12% | $347,885 | 4,691 | $118,057 | 1,606 | +3,085+192.09% | Add |
| CCANTON STRATEGIC HOLDINGS INCNTN |
| 0.16% | — | $328,392 | 116,451 | $0 | 0 | +116,451 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.13% | — | $276,448 | 2,022 | $0 | 0 | +2,022 | New Buy |
| TTARGET HOSPITALITY CORPTH |
| 0.09% | 0.07% | $194,621 | 9,559 | $66,760 | 7,194 | +2,365+32.87% | Add |
