 AMAZON COM INCAMZN |
| 7.85% | 5.48% | $55.9M | 234,700 | $22.8M | 109,700 | +125,000+113.95% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.86% | 2.02% | $34.6M | 30,000 | $8.4M | 25,000 | +5,000+20.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.21% | 6.06% | $30.0M | 150,000 | $25.3M | 145,000 | +5,000+3.45% | Add |
 MICROSOFT CORPMSFT |
| 3.48% | 2.79% | $24.8M | 66,400 | $11.6M | 31,400 | +35,000+111.46% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.35% | 3.24% | $23.9M | 50,000 | $13.5M | 40,000 | +10,000+25.00% | Add |
 INTEL CORPINTC |
| 2.94% | 3.17% | $20.9M | 150,000 | $13.2M | 300,000 | -150,000-50.00% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.81% | 2.37% | $20.0M | 80,000 | $9.9M | 50,000 | +30,000+60.00% | Add |
| VVICOR CORPVICR |
| 2.67% | 1.54% | $19.0M | 50,000 | $6.4M | 40,000 | +10,000+25.00% | Add |
 APPLE INCAAPL |
| 2.34% | 9.27% | $16.6M | 57,500 | $38.7M | 152,500 | -95,000-62.30% | Reduce |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 2.3% | — | $16.4M | 816,432 | $0 | 0 | +816,432 | New Buy |
| FFLEX LTDFLEX |
| 2.27% | 4.04% | $16.2M | 100,000 | $16.9M | 257,469 | -157,469-61.16% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.03% | 2.05% | $14.5M | 20,000 | $8.5M | 25,000 | -5,000-20.00% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 1.9% | 0.71% | $13.6M | 530,000 | $3.0M | 198,305 | +331,695+167.27% | Add |
 HP INCHPQ |
| 1.85% | — | $13.2M | 600,000 | $0 | 0 | +600,000 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.82% | 1.54% | $13.0M | 30,000 | $6.4M | 30,000 | 00.00% | Unchanged |
 3M CO COMMMM |
| 1.82% | — | $13.0M | 80,000 | $0 | 0 | +80,000 | New Buy |
 DEERE & CODE |
| 1.78% | — | $12.7M | 20,000 | $0 | 0 | +20,000 | New Buy |
 META PLATFORMS INCMETA |
| 1.62% | 1.44% | $11.5M | 20,500 | $6.0M | 10,500 | +10,000+95.24% | Add |
| HHUT 8 CORPHUT |
| 1.62% | 1.69% | $11.5M | 100,000 | $7.0M | 150,000 | -50,000-33.33% | Reduce |
 BLOCK INCXYZ |
| 1.6% | 0.72% | $11.4M | 150,000 | $3.0M | 50,000 | +100,000+200.00% | Add |
| SSANDISK CORP COMSNDK |
| 1.6% | 1.22% | $11.4M | 5,000 | $5.1M | 8,000 | -3,000-37.50% | Reduce |
 FORD MTR COF |
| 1.37% | 1.38% | $9.7M | 700,000 | $5.8M | 500,000 | +200,000+40.00% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.35% | 0.94% | $9.7M | 10,000 | $3.9M | 10,000 | 00.00% | Unchanged |
 ROCKET COS INC COM CL ARKT |
| 1.27% | 1.96% | $9.1M | 575,000 | $8.2M | 575,000 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 1.26% | — | $8.9M | 30,000 | $0 | 0 | +30,000 | New Buy |
| TTYLER TECHNOLOGIES INCTYL |
| 1.23% | — | $8.8M | 30,000 | $0 | 0 | +30,000 | New Buy |
| TTERAWULF INC COMWULF |
| 1.21% | 1.21% | $8.6M | 350,000 | $5.1M | 350,000 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 1.21% | 1.71% | $8.6M | 80,000 | $7.1M | 72,444 | +7,556+10.43% | Add |
 IREN LTDIREN |
| 1.17% | 0.82% | $8.3M | 182,500 | $3.4M | 100,000 | +82,500+82.50% | Add |
 ASML HLDG NVASML |
| 1.12% | 1.27% | $8.0M | 4,000 | $5.3M | 4,000 | 00.00% | Unchanged |
| FFERMI INCFRMI |
| 1.09% | — | $7.8M | 850,000 | $0 | 0 | +850,000 | New Buy |
 BROADCOM INCAVGO |
| 1.06% | 2.23% | $7.6M | 20,000 | $9.3M | 30,000 | -10,000-33.33% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.06% | 1.95% | $7.6M | 13,000 | $8.1M | 40,000 | -27,000-67.50% | Reduce |
 KLA CORPKLAC |
| 1.06% | 2.12% | $7.5M | 25,000 | $8.8M | 6,000 | +19,000+316.67% | Add |
| CCLEANSPARK INCCLSK |
| 1.02% | 1.02% | $7.3M | 500,000 | $4.3M | 500,000 | 00.00% | Unchanged |
| CCOGNEX CORPCGNX |
| 1.02% | — | $7.2M | 100,000 | $0 | 0 | +100,000 | New Buy |
 PALO ALTOPANW |
| 0.98% | — | $7.0M | 20,500 | $0 | 0 | +20,500 | New Buy |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 0.97% | 0.73% | $6.9M | 1.5M | $3.0M | 650,000 | +850,000+130.77% | Add |
 NETFLIX INCNFLX |
| 0.96% | 2.82% | $6.8M | 95,500 | $11.8M | 122,500 | -27,000-22.04% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.9% | 0.65% | $6.4M | 10,000 | $2.7M | 10,000 | 00.00% | Unchanged |
| NNUTANIX INCNTNX |
| 0.89% | — | $6.4M | 125,000 | $0 | 0 | +125,000 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 0.88% | 0.93% | $6.2M | 255,000 | $3.9M | 300,000 | -45,000-15.00% | Reduce |
| AAPPLIED DIGITAL CORPAPLD |
| 0.87% | 0.57% | $6.2M | 165,800 | $2.4M | 100,000 | +65,800+65.80% | Add |
| RRIOT PLATFORMS INCRIOT |
| 0.86% | 1.78% | $6.2M | 225,000 | $7.4M | 600,000 | -375,000-62.50% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.86% | — | $6.1M | 8,000 | $0 | 0 | +8,000 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.84% | — | $6.0M | 80,000 | $0 | 0 | +80,000 | New Buy |
| UUNITY SOFTWARE INCU |
| 0.8% | — | $5.7M | 200,000 | $0 | 0 | +200,000 | New Buy |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.8% | — | $5.7M | 200,000 | $0 | 0 | +200,000 | New Buy |
| AAMRIZE LTD SHSAMRZ |
| 0.75% | 0.27% | $5.3M | 100,000 | $1.1M | 20,000 | +80,000+400.00% | Add |
 CATERPILLAR INCCAT |
| 0.75% | 1.7% | $5.3M | 5,000 | $7.1M | 10,000 | -5,000-50.00% | Reduce |
