| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $27.6M | 158,500 | 10.0% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $25.0M | 73,970 | 9.0% |
| Lumentum Holdings Inc.(LITE) | LITE | 55024U109 | $22.5M | 31,950 | 8.1% |
| Coherent Corp.(COHR) | COHR | 19247G107 | $18.2M | 76,300 | 6.6% |
| GE Vernova Inc.(GEV) | GEV | 36828A101 | $16.6M | 19,010 | 6.0% |
| Vertiv Holdings Co(VRT) | VRT | 92537N108 | $13.6M | 54,160 | 4.9% |
| Palantir Technologies, Inc. Class A(PLTR) | PLTR | 69608A108 | $13.4M | 91,700 | 4.8% |
| Arm Holdings plc(ARM) | ARM | 042068205 | $12.2M | 80,450 | 4.4% |
| Fastly, Inc.(FSLY) | FSLY | 31188V100 | $11.7M | 403,830 | 4.2% |
| Corning Inc. Glass Works(GLW) | GLW | 219350105 | $11.7M | 85,690 | 4.2% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $11.1M | 32,470 | 4.0% |
| Bloom Energy Corporation(BE) | BE | 093712107 | $11.1M | 81,810 | 4.0% |
| EchoStar Corporation(SATS) | SATS | 278768106 | $10.8M | 92,100 | 3.9% |
| DigitalOcean Holdings, Inc.(DOCN) | DOCN | 25402D102 | $8.5M | 99,010 | 3.1% |
| Tower Semiconductor Ltd. | TSEM | 001082379 | $8.4M | 47,800 | 3.0% |
| Nebius Group N.V.(NBIS) | NBIS | N97284108 | $8.3M | 80,340 | 3.0% |
| Teradyne, Inc.(TER) | TER | 880770102 | $8.3M | 28,040 | 3.0% |
| Marvell Technology, Inc.(MRVL) | MRVL | 573874104 | $8.2M | 82,580 | 3.0% |
| Cloudflare, Inc. Class A(NET) | NET | 18915M107 | $8.1M | 39,410 | 2.9% |
| Kulicke & Soffa Industries(KLIC) | KLIC | 501242101 | $8.1M | 123,690 | 2.9% |
| Asml Holding N.V. ADR | ASML | N07059111 | $8.1M | 6,140 | 2.9% |
| Qnity Electronics, Inc.(Q) | Q | 74743L100 | $5.5M | 47,780 | 2.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $17.3K | 10 | 0.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $14.7K | 10 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $10.9K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $9.6K | 100 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $6.7K | 42 | 0.0% |
| Sandisk Corp.(SNDK) | SNDK | 80004C200 | $6.4K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $5.8K | 10 | 0.0% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $5.7K | 10 | 0.0% |
| Argan, Inc.(AGX) | AGX | 04010E109 | $5.4K | 10 | 0.0% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $5.2K | 50 | 0.0% |
| Spotify Technology S.A. (Luxembourg)(SPOT) | SPOT | L8681T102 | $4.8K | 10 | 0.0% |
| Texas Pacific Land Corporation(TPL) | TPL | 88262P102 | $4.7K | 10 | 0.0% |
| Axon Enterprise, Inc.(AXON) | AXON | 05464C101 | $4.2K | 10 | 0.0% |
| AppLovin Corporation(APP) | APP | 03831W108 | $4.0K | 10 | 0.0% |
| Segate Technology(STX) | STX | G7945M107 | $3.9K | 10 | 0.0% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $3.9K | 10 | 0.0% |
| Ciena Corp.(CIEN) | CIEN | 171779309 | $3.9K | 10 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $3.8K | 10 | 0.0% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $3.7K | 10 | 0.0% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $3.7K | 10 | 0.0% |
| Eaton Corporation PLC(ETN) | ETN | G29183103 | $3.6K | 10 | 0.0% |
| SiTime Corporation(SITM) | SITM | 82982T106 | $3.5K | 10 | 0.0% |
| Micron Technology, Inc.(MU) | MU | 595112103 | $3.4K | 10 | 0.0% |
| Talen Energy Corporation(TLN) | TLN | 87422Q109 | $3.2K | 10 | 0.0% |
| Carvana Co. Class A(CVNA) | CVNA | 146869102 | $3.1K | 10 | 0.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $3.1K | 10 | 0.0% |
| Alphabet, Inc. Class A(GOOGL) | GOOGL | 02079K305 | $2.9K | 10 | 0.0% |
| GE Aerospace(GE) | GE | 369604301 | $2.8K | 10 | 0.0% |