| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $73.1M | 391,860 | 24.2% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $31.0M | 102,100 | 10.3% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $18.1M | 40,210 | 6.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $16.0M | 46,210 | 5.3% |
| Oracle Corp.(ORCL) | ORCL | 68389X105 | $15.0M | 77,100 | 5.0% |
| GE Vernova Inc.(GEV) | GEV | 36828A101 | $15.0M | 22,960 | 5.0% |
| Celestica Inc.(CLS) | CLS | 15101Q207 | $14.7M | 49,790 | 4.9% |
| Astera Labs, Inc.(ALAB) | ALAB | 04626A103 | $14.6M | 87,930 | 4.8% |
| Rocket Lab Corporation | RKLB | 773122106 | $14.5M | 207,360 | 4.8% |
| Palantir Technologies, Inc. Class A(PLTR) | PLTR | 69608A108 | $13.3M | 74,690 | 4.4% |
| AppLovin Corporation(APP) | APP | 03831W108 | $11.5M | 17,030 | 3.8% |
| MongoDB, Inc. Class A(MDB) | MDB | 60937P106 | $10.4M | 24,890 | 3.5% |
| Amazon.com, Inc.(AMZN) | AMZN | 023135106 | $9.3M | 40,400 | 3.1% |
| Applied Digital Corporation | APLD | 003819207 | $9.1M | 371,690 | 3.0% |
| Vertiv Holdings Co(VRT) | VRT | 92537N108 | $8.1M | 49,840 | 2.7% |
| Reddit, Inc.(RDDT) | RDDT | 75734B100 | $7.5M | 32,650 | 2.5% |
| EchoStar Corporation(SATS) | SATS | 278768106 | $6.1M | 56,300 | 2.0% |
| Nebius Group N.V.(NBIS) | NBIS | N97284108 | $5.7M | 68,140 | 1.9% |
| CoreWeave, Inc. | CRWV | 218735108 | $5.5M | 77,190 | 1.8% |
| SiTime Corporation(SITM) | SITM | 82982T106 | $2.9M | 8,180 | 1.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $20.1K | 10 | 0.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $12.2K | 10 | 0.0% |
| Asml Holding N.V. ADR | ASML | N07059111 | $10.7K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $9.4K | 100 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $9.1K | 10 | 0.0% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $7.7K | 50 | 0.0% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $6.6K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $6.1K | 10 | 0.0% |
| Spotify Technology S.A. (Luxembourg)(SPOT) | SPOT | L8681T102 | $5.8K | 10 | 0.0% |
| Axon Enterprise, Inc.(AXON) | AXON | 05464C101 | $5.7K | 10 | 0.0% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $4.8K | 10 | 0.0% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $4.7K | 10 | 0.0% |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 | $4.5K | 10 | 0.0% |
| Carvana Co. Class A(CVNA) | CVNA | 146869102 | $4.2K | 10 | 0.0% |
| Talen Energy Corporation(TLN) | TLN | 87422Q109 | $3.7K | 10 | 0.0% |
| Lumentum Holdings Inc.(LITE) | LITE | 55024U109 | $3.7K | 10 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $3.7K | 20 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $3.6K | 10 | 0.0% |
| Constellation Energy Corporation(CEG) | CEG | 21037T109 | $3.5K | 10 | 0.0% |
| Eaton Corporation PLC(ETN) | ETN | G29183103 | $3.2K | 10 | 0.0% |
| Argan, Inc.(AGX) | AGX | 04010E109 | $3.1K | 10 | 0.0% |
| Alphabet, Inc. Class A(GOOGL) | GOOGL | 02079K305 | $3.1K | 10 | 0.0% |
| GE Aerospace(GE) | GE | 369604301 | $3.1K | 10 | 0.0% |
| Micron Technology, Inc.(MU) | MU | 595112103 | $2.9K | 10 | 0.0% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $2.7K | 10 | 0.0% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $2.6K | 10 | 0.0% |
| Take-Two Interactive Software, Inc.(TTWO) | TTWO | 874054109 | $2.6K | 10 | 0.0% |
| Sandisk Corp.(SNDK) | SNDK | 80004C200 | $2.4K | 10 | 0.0% |
| Ciena Corp.(CIEN) | CIEN | 171779309 | $2.3K | 10 | 0.0% |
| DoorDash, Inc. Class A(DASH) | DASH | 25809K105 | $2.3K | 10 | 0.0% |