| AAPPLOVIN CORPAPP |
| 37.18% | 30.97% | $159.8M | 1.2M | $122.7M | 1.5M | -251,000-17.02% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 11.28% | 11.7% | $48.5M | 303,900 | $46.4M | 47,900 | +256,000+534.45% | Add |
| NNEW ORIENTAL EDUCATIONEDU |
| 9% | 8.49% | $38.7M | 509,972 | $33.7M | 432,972 | +77,000+17.78% | Add |
| AAlphabet Inc Class CGOOG |
| 8.52% | 9.67% | $36.6M | 219,000 | $38.3M | 209,000 | +10,000+4.78% | Add |
 Pdd Holdings Inc ADRPDD |
| 8.22% | 9.43% | $35.3M | 262,000 | $37.4M | 281,000 | -19,000-6.76% | Reduce |
 VANECK ETF TRUSTGDXJ |
| 6.78% | 6.22% | $29.1M | 597,000 | $24.6M | 585,000 | +12,000+2.05% | Add |
| VVANECK ETF TRUSTGDX |
| 6.62% | 5.48% | $28.4M | 714,300 | $21.7M | 640,000 | +74,300+11.61% | Add |
| AACM RESH INCACMR |
| 5.51% | 3.86% | $23.7M | 1.2M | $15.3M | 663,199 | +504,000+76.00% | Add |
 SUNCOR ENERGY INC NEWSU |
| 2.91% | 3.26% | $12.5M | 339,000 | $12.9M | 339,000 | 00.00% | Unchanged |
| CCENOVUS ENERGY INC COMCVE |
| 2.86% | 3.65% | $12.3M | 735,000 | $14.5M | 735,000 | 00.00% | Unchanged |
| WWOLFSPEED INCWOLF* |
| 1.09% | 3.93% | $4.7M | 485,000 | $15.6M | 685,000 | -200,000-29.20% | Reduce |
 TESLA INCTSLA |
| 0.02% | — | $76,400 | 200 | $0 | 0 | +200 | New Buy |
