| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $78.7M | 421,800 | 23.9% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $23.3M | 52,400 | 7.1% |
| CoreWeave, Inc. | CRWV | 218735108 | $21.0M | 153,440 | 6.4% |
| Robinhood Markets, Inc.(HOOD) | HOOD | 770700102 | $20.9M | 145,650 | 6.3% |
| AppLovin Corporation(APP) | APP | 03831W108 | $19.9M | 27,660 | 6.0% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $16.4M | 58,620 | 5.0% |
| Palantir Technologies, Inc. Class A(PLTR) | PLTR | 69608A108 | $16.2M | 88,690 | 4.9% |
| DoorDash, Inc. Class A(DASH) | DASH | 25809K105 | $16.1M | 59,320 | 4.9% |
| Alibaba Group Holding Ltd. ADR(BABA) | BABA | 01609W102 | $16.1M | 90,230 | 4.9% |
| Cloudflare, Inc. Class A(NET) | NET | 18915M107 | $15.7M | 72,990 | 4.8% |
| Coinbase Global, Inc. Class A(COIN) | COIN | 19260Q107 | $13.2M | 39,030 | 4.0% |
| Argan, Inc.(AGX) | AGX | 04010E109 | $13.1M | 48,470 | 4.0% |
| Rolls-Royce Holdings plc(RYCEY) | RYCEY | 775781206 | $9.9M | 611,490 | 3.0% |
| Nebius Group N.V. | NBIS | 000980552 | $9.7M | 86,780 | 3.0% |
| Roblox Corporation Class A(RBLX) | RBLX | 771049103 | $9.6M | 69,180 | 2.9% |
| Carvana Co. Class A(CVNA) | CVNA | 146869102 | $9.5M | 25,230 | 2.9% |
| BWX Technologies, Inc.(BWXT) | BWXT | 05605H100 | $8.1M | 43,910 | 2.5% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $5.3M | 7,150 | 1.6% |
| iShares Ethereum Trust(ETHA) | ETHA | 46438R105 | $3.3M | 103,350 | 1.0% |
| Bitmine Immersion Technologies, Inc.(BMNR) | BMNR | 09175A206 | $3.2M | 61,560 | 1.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $23.4K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $12.0K | 10 | 0.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $10.8K | 10 | 0.0% |
| Asml Holding N.V. ADR | ASML | N07059111 | $9.7K | 10 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $9.2K | 10 | 0.0% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $9.2K | 10 | 0.0% |
| Axon Enterprise, Inc.(AXON) | AXON | 05464C101 | $7.2K | 10 | 0.0% |
| Spotify Technology S.A. (Luxembourg)(SPOT) | SPOT | L8681T102 | $7.0K | 10 | 0.0% |
| Intuit, Inc.(INTU) | INTU | 461202103 | $6.8K | 10 | 0.0% |
| GE Vernova Inc.(GEV) | GEV | 36828A101 | $6.1K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $6.0K | 10 | 0.0% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $5.2K | 10 | 0.0% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $4.9K | 10 | 0.0% |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 | $4.8K | 10 | 0.0% |
| HubSpot, Inc.(HUBS) | HUBS | 443573100 | $4.7K | 10 | 0.0% |
| Talen Energy Corporation(TLN) | TLN | 87422Q109 | $4.3K | 10 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $4.1K | 20 | 0.0% |
| Eaton Corporation PLC | ETN | 0088KQN82 | $3.7K | 10 | 0.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $3.3K | 10 | 0.0% |
| Constellation Energy Corporation(CEG) | CEG | 21037T109 | $3.3K | 10 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $3.3K | 10 | 0.0% |
| Micro Strategy, Inc. Class A(MSTR) | MSTR | 594972408 | $3.2K | 10 | 0.0% |
| MongoDB, Inc. Class A(MDB) | MDB | 60937P106 | $3.1K | 10 | 0.0% |
| GE Aerospace(GE) | GE | 369604301 | $3.0K | 10 | 0.0% |
| Zscaler, Inc.(ZS) | ZS | 98980G102 | $3.0K | 10 | 0.0% |
| Oracle Corp.(ORCL) | ORCL | 68389X105 | $2.8K | 10 | 0.0% |
| Take-Two Interactive Software, Inc.(TTWO) | TTWO | 874054109 | $2.6K | 10 | 0.0% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $2.5K | 10 | 0.0% |
| Flutter Entertainment PLC | FLUT | 00BWT6H89 | $2.5K | 10 | 0.0% |
| Celestica Inc.(CLS) | CLS | 15101Q207 | $2.5K | 10 | 0.0% |