S SANDISK CORP COM SNDK
4.33% 1.66% $12.0M 5,296 $3.4M 5,314 -18 -0.34% Reduce P PENGUIN SOLUTIONS INC PENG
4.18% 1.33% $11.6M 152,938 $2.7M 153,470 -532 -0.35% Reduce MICRON TECHNOLOGY INC MU
3.13% 1.26% $8.7M 7,542 $2.6M 7,568 -26 -0.34% Reduce ADVANCED MICRO DEVICES INC AMD
3.03% 1.46% $8.4M 14,513 $3.0M 14,563 -50 -0.34% Reduce SEAGATE TECHNOLOGY HLDNGS PL STX
2.74% 1.53% $7.6M 7,916 $3.1M 7,943 -27 -0.34% Reduce WESTERN DIGITAL CORP WDC
2.61% 1.52% $7.3M 11,387 $3.1M 11,426 -39 -0.34% Reduce KLA CORP KLAC
2.25% 1.51% $6.3M 20,768 $3.1M 2,084 +18,684 +896.55% Add APPLIED MATLS INC AMAT
2.23% 1.45% $6.2M 8,600 $2.9M 8,629 -29 -0.34% Reduce LAM RESEARCH CORP LRCX
2.18% 1.48% $6.1M 14,010 $3.0M 14,058 -48 -0.34% Reduce T TTM TECHNOLOGIES INC TTMI
2.13% 1.53% $5.9M 31,767 $3.1M 31,877 -110 -0.35% Reduce M MACOM TECH SOLUTIONS HLDGS I MTSI
1.84% 1.48% $5.1M 13,458 $3.0M 13,504 -46 -0.34% Reduce T TERADYNE INC TER
1.78% 1.5% $4.9M 10,228 $3.0M 10,263 -35 -0.34% Reduce COHERENT CORP COHR
1.68% 1.39% $4.7M 11,847 $2.8M 11,888 -41 -0.34% Reduce ARROW ELECTRS INC ARW
1.55% 1.43% $4.3M 20,184 $2.9M 20,254 -70 -0.35% Reduce LUMENTUM HLDGS INC LITE
1.48% 1.66% $4.1M 4,790 $3.4M 4,806 -16 -0.33% Reduce AMPHENOL CORP APH
1.34% 1.32% $3.7M 21,177 $2.7M 21,250 -73 -0.34% Reduce KEYSIGHT TECHNOLOGIES INC KEYS
1.29% 1.43% $3.6M 10,251 $2.9M 10,286 -35 -0.34% Reduce ANALOG DEVICES INC COM ADI
1.26% 1.39% $3.5M 8,843 $2.8M 8,873 -30 -0.34% Reduce FIRST SOLAR INC COM FSLR
1.25% 1.44% $3.5M 14,759 $2.9M 14,810 -51 -0.34% Reduce APPLE INC AAPL
1.23% 1.48% $3.4M 11,824 $3.0M 11,861 -37 -0.31% Reduce QORVO INC QRVO
1.21% 1.37% $3.4M 35,969 $2.8M 36,094 -125 -0.35% Reduce F FABRINET FN
1.15% 1.47% $3.2M 5,706 $3.0M 5,725 -19 -0.33% Reduce NVIDIA CORPORATION NVDA
1.13% 1.35% $3.1M 15,705 $2.7M 15,759 -54 -0.34% Reduce I INTERNATIONAL BUSINESS MACHS IBM
1.09% 1.29% $3.0M 10,789 $2.6M 10,826 -37 -0.34% Reduce N NCR VOYIX CORPORATION VYX
1.04% 1.11% $2.9M 355,750 $2.3M 356,989 -1,239 -0.35% Reduce CANADIAN SOLAR INC COM CSIQ
1% 1.19% $2.8M 174,540 $2.4M 175,148 -608 -0.35% Reduce TE CONNECTIVITY PLC ORD SHS TEL
0.98% 1.4% $2.7M 13,566 $2.8M 13,613 -47 -0.35% Reduce MICROSOFT CORP MSFT
0.92% 1.25% $2.5M 6,829 $2.5M 6,852 -23 -0.34% Reduce MOTOROLA SOLUTIONS INC MSI
0.9% 1.3% $2.5M 6,061 $2.6M 6,082 -21 -0.35% Reduce C CLARIVATE PLC CLVT
0.79% 1.27% $2.2M 1.0M $2.6M 1.0M -3,551 -0.35% Reduce P PTC INC COM PTC
0.7% 1.21% $1.9M 17,163 $2.5M 17,222 -59 -0.34% Reduce O ORUKA THERAPEUTICS INC COM ORKA
0.46% 0.32% $1.3M 13,396 $659,330 13,442 -46 -0.34% Reduce VESTIS CORPORATION VSTS
0.42% 0.32% $1.2M 81,247 $640,826 81,530 -283 -0.35% Reduce GROCERY OUTLET HLDG CORP GO
0.34% 0.33% $958,599 96,052 $679,521 96,386 -334 -0.35% Reduce NEWELL BRANDS INC NWL
0.33% 0.26% $924,770 150,614 $518,403 151,138 -524 -0.35% Reduce A A10 NETWORKS INC ATEN
0.32% 0.27% $885,432 23,700 $547,944 23,700 0 0.00% Unchanged EAST WEST BANCORP INC EWBC
0.31% 0.3% $867,482 5,697 $605,324 5,716 -19 -0.33% Reduce MGM RESORTS INTERNATIONAL MGM
0.31% 0.33% $858,333 17,953 $666,735 18,015 -62 -0.34% Reduce CVS HEALTH CORP CVS
0.3% 0.29% $840,324 8,123 $585,405 8,151 -28 -0.34% Reduce BORGWARNER INC BWA
0.29% 0.33% $818,579 12,328 $671,196 12,370 -42 -0.34% Reduce DAVE INC DAVE
0.29% 0.19% $813,737 2,184 $381,431 2,191 -7 -0.32% Reduce PERFORMANCE FOOD GROUP CO PFGC
0.29% 0.31% $809,024 7,237 $622,063 7,262 -25 -0.34% Reduce M MBX BIOSCIENCES INC MBX
0.29% 0.21% $798,082 14,458 $433,064 14,508 -50 -0.34% Reduce B BRINKER INTL INC EAT
0.29% 0.33% $795,816 4,737 $678,586 4,753 -16 -0.34% Reduce ADVANCE AUTO PARTS INC AAP
0.28% 0.33% $789,447 12,688 $671,613 12,732 -44 -0.35% Reduce C COVISTA INC CVSA
0.28% 0.36% $780,122 6,258 $723,655 6,279 -21 -0.33% Reduce F FRONTIER GROUP HLDGS INC ULCC
0.27% 0.17% $764,905 96,701 $342,541 97,037 -336 -0.35% Reduce E ENLIVEN THERAPEUTICS INC ELVN
0.27% 0.29% $761,402 15,003 $590,156 15,055 -52 -0.35% Reduce R RALPH LAUREN CORP RL
0.27% 0.32% $757,461 1,887 $651,173 1,893 -6 -0.32% Reduce CASEYS GEN STORES INC CASY
0.27% 0.34% $756,640 952 $695,106 955 -3 -0.31% Reduce 
