| Micron Technology, Inc.(MU) | MU | 595112103 | $37.8M | 32,790 | 8.2% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $37.2M | 77,910 | 8.0% |
| Advanced Micro Devices, Inc.(AMD) | AMD | 007903107 | $37.0M | 63,650 | 8.0% |
| Nebius Group N.V.(NBIS) | NBIS | N97284108 | $28.2M | 102,240 | 6.1% |
| Bloom Energy Corporation(BE) | BE | 093712107 | $27.6M | 91,090 | 6.0% |
| Western Digital Corp.(WDC) | WDC | 958102105 | $23.1M | 36,120 | 5.0% |
| Marvell Technology, Inc.(MRVL) | MRVL | 573874104 | $22.7M | 76,080 | 4.9% |
| Corning Inc. Glass Works(GLW) | GLW | 219350105 | $22.5M | 88,230 | 4.9% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $22.5M | 31,120 | 4.9% |
| Intel Corp.(INTC) | INTC | 458140100 | $22.5M | 160,840 | 4.9% |
| Segate Technology(STX) | STX | G7945M107 | $18.9M | 19,590 | 4.1% |
| Credo Technology Group Holding LTD(CRDO) | CRDO | G25457105 | $18.9M | 69,380 | 4.1% |
| Astera Labs, Inc.(ALAB) | ALAB | 04626A103 | $15.9M | 32,880 | 3.4% |
| Qnity Electronics, Inc.(Q) | Q | 74743L100 | $15.5M | 94,760 | 3.3% |
| Silicon Motion Technology Corporation(SIMO) | SIMO | 82706C108 | $14.8M | 44,280 | 3.2% |
| Amkor Technology, Inc.(AMKR) | AMKR | 031652100 | $14.0M | 161,800 | 3.0% |
| Teradyne, Inc.(TER) | TER | 880770102 | $13.9M | 28,750 | 3.0% |
| Rocket Lab Corporation | RKLB | 773122106 | $13.9M | 136,690 | 3.0% |
| Arm Holdings plc(ARM) | ARM | 042068205 | $13.8M | 38,840 | 3.0% |
| Aehr Test Systems, Inc.(AEHR) | AEHR | 00760J108 | $13.7M | 142,640 | 3.0% |
| MaxLinear, Inc.(MXL) | MXL | 57776J100 | $9.4M | 73,470 | 2.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $9.3M | 30,660 | 2.0% |
| Lam Research Corp.(LRCXEUR) | LRCX | 512807108 | $9.2M | 21,170 | 2.0% |
| Sandisk Corp.(SNDK) | SNDK | 80004C200 | $22.7K | 10 | 0.0% |
| Asml Holding N.V. ADR | ASML | N07059111 | $19.9K | 10 | 0.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $17.0K | 10 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $14.3K | 42 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $13.8K | 10 | 0.0% |
| GE Vernova Inc.(GEV) | GEV | 36828A101 | $11.7K | 10 | 0.0% |
| Equinix, Inc. | EQIX | 29444U502 | $10.4K | 10 | 0.0% |
| Lumentum Holdings Inc.(LITE) | LITE | 55024U109 | $8.6K | 10 | 0.0% |
| Argan, Inc.(AGX) | AGX | 04010E109 | $8.0K | 10 | 0.0% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $7.6K | 10 | 0.0% |
| SiTime Corporation(SITM) | SITM | 82982T106 | $7.5K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $7.4K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $7.1K | 100 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $6.6K | 10 | 0.0% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $5.6K | 10 | 0.0% |
| AppLovin Corporation(APP) | APP | 03831W108 | $5.2K | 10 | 0.0% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $5.0K | 50 | 0.0% |
| Ciena Corp.(CIEN) | CIEN | 171779309 | $4.9K | 10 | 0.0% |
| Texas Pacific Land Corporation(TPL) | TPL | 88262P102 | $4.4K | 10 | 0.0% |
| Dell Technologies, Inc.(DELL) | DELL | 24703L202 | $4.3K | 10 | 0.0% |
| Eaton Corporation PLC(ETN) | ETN | G29183103 | $4.3K | 10 | 0.0% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $4.2K | 10 | 0.0% |
| Coherent Corp.(COHR) | COHR | 19247G107 | $3.9K | 10 | 0.0% |
| Jabil Circuit(JBL) | JBL | 466313103 | $3.9K | 10 | 0.0% |
| Talen Energy Corporation(TLN) | TLN | 87422Q109 | $3.8K | 10 | 0.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $3.8K | 10 | 0.0% |
| GE Aerospace(GE) | GE | 369604301 | $3.7K | 10 | 0.0% |