| FFTAI AVIATION LTDFTAI |
| 7.69% | — | $27.4M | 101,339 | $0 | 0 | +101,339 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 7.44% | — | $26.5M | 30,913 | $0 | 0 | +30,913 | New Buy |
 COHERENT CORPCOHR |
| 7.11% | 5.44% | $25.3M | 64,234 | $13.8M | 58,125 | +6,109+10.51% | Add |
| WWEX INCWEX |
| 6.92% | 0.94% | $24.7M | 174,922 | $2.4M | 15,663 | +159,259+1,016.78% | Add |
 AMAZON COM INCAMZN |
| 6.51% | 5.25% | $23.2M | 97,445 | $13.4M | 64,131 | +33,314+51.95% | Add |
 META PLATFORMS INCMETA |
| 6.19% | 5.83% | $22.1M | 39,210 | $14.8M | 25,931 | +13,279+51.21% | Add |
| FFLEX LTDFLEX |
| 5.83% | — | $20.8M | 128,314 | $0 | 0 | +128,314 | New Buy |
| SSK TELECOM LTDSKM |
| 5.73% | — | $20.4M | 634,809 | $0 | 0 | +634,809 | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 5.57% | — | $19.8M | 209,905 | $0 | 0 | +209,905 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 5.33% | — | $19.0M | 95,027 | $0 | 0 | +95,027 | New Buy |
 VERTIV HOLDINGS COVRT |
| 5.28% | — | $18.8M | 56,183 | $0 | 0 | +56,183 | New Buy |
| SSTONECO LTDSTNE |
| 4.99% | 0.73% | $17.8M | 1.6M | $1.9M | 131,476 | +1.5M+1,149.03% | Add |
 ARISTA NETWORKS INCANET |
| 4.91% | — | $17.5M | 102,954 | $0 | 0 | +102,954 | New Buy |
 PAGSEGURO DIGITAL LTDPAGS |
| 4.25% | 0.66% | $15.1M | 1.7M | $1.7M | 167,669 | +1.5M+898.35% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.2% | — | $15.0M | 199,831 | $0 | 0 | +199,831 | New Buy |
 ANALOG DEVICES INC COMADI |
| 4.16% | — | $14.8M | 37,353 | $0 | 0 | +37,353 | New Buy |
| TTALEN ENERGY CORPTLN |
| 3.31% | — | $11.8M | 30,752 | $0 | 0 | +30,752 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.14% | — | $7.6M | 15,987 | $0 | 0 | +15,987 | New Buy |
 NVENT ELECTRIC PLCNVT |
| 1.68% | — | $6.0M | 35,326 | $0 | 0 | +35,326 | New Buy |
| PPOWER INTEGRATIONS INCPOWI |
| 0.76% | — | $2.7M | 32,493 | $0 | 0 | +32,493 | New Buy |
