Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FSLY	Fastly, Inc.	403,830	$11.74M	4.2%	$11.57	0.0%	FSLY	31188V100
DOCN	DigitalOcean Holdings, Inc.	99,010	$8.493M	3.1%	$58.07	0.0%	DOCN	25402D102
—	Tower Semiconductor Ltd.	47,800	$8.388M	3.0%	$175.48	—	TSEM	001082379
KLIC	Kulicke & Soffa Industries	123,690	$8.129M	2.9%	$62.26	0.0%	KLIC	501242101
Q	Qnity Electronics, Inc.	47,780	$5.513M	2.0%	$101.21	0.0%	Q	74743L100
TPL	Texas Pacific Land Corporation	10	$4,746	0.0%	$373.26	0.0%	TPL	88262P102
—	Segate Technology	10	$3,918	0.0%	$391.80	—	STX	G7945M107
JBL	Jabil Circuit	10	$2,656	0.0%	$248.04	0.0%	JBL	466313103
AAOI	Applied Optoelectronics, Inc.	10	$846	0.0%	$41.81	0.0%	AAOI	03823U102
RIOT	Riot Platforms, Inc	10	$124	0.0%	$15.87	0.0%	RIOT	767292105

Increased Positions (15)

LITE Lumentum Holdings Inc. 8.1%

Value $22.45M (+609047.6%) Shares 31,950 (+319400.0%) Est. Cost $467.08 Unrealized +0.0%

COHR Coherent Corp. 6.6%

Value $18.18M (+984484.1%) Shares 76,300 (+762900.0%) Est. Cost $213.33 Unrealized +0.0%

ARM Arm Holdings plc 4.4%

Value $12.17M (+1113392.8%) Shares 80,450 (+804400.0%) Est. Cost $151.28 Unrealized —

GLW Corning Inc. Glass Works 4.2%

Value $11.65M (+1329953.5%) Shares 85,690 (+856800.0%) Est. Cost $111.68 Unrealized +0.0%

AMAT Applied Materials, Inc. 4.0%

Value $11.1M (+431725.7%) Shares 32,470 (+324600.0%) Est. Cost $326.52 Unrealized +0.0%

BE Bloom Energy Corporation 4.0%

Value $11.08M (+637669.7%) Shares 81,810 (+408950.0%) Est. Cost $144.64 Unrealized +0.0%

TER Teradyne, Inc. 3.0%

Value $8.313M (+429277.0%) Shares 28,040 (+280300.0%) Est. Cost $265.83 Unrealized +0.0%

MRVL Marvell Technology, Inc. 3.0%

Value $8.18M (+962199.9%) Shares 82,580 (+825700.0%) Est. Cost $81.07 Unrealized -0.0%

NET Cloudflare, Inc. Class A 2.9%

Value $8.132M (+412266.1%) Shares 39,410 (+394000.0%) Est. Cost $182.38 Unrealized +0.0%

— ASML Holding N.V. ADR 2.9%

Value $8.11M (+75700.5%) Shares 6,140 (+61300.0%) Est. Cost $1320.26 Unrealized —

VRT Vertiv Holdings Co 4.9%

Value $13.57M (+68.1%) Shares 54,160 (+8.7%) Est. Cost $175.66 Unrealized +13.8%

SATS EchoStar Corporation 3.9%

Value $10.78M (+76.2%) Shares 92,100 (+63.6%) Est. Cost $95.01 Unrealized +22.5%

NBIS Nebius Group N.V. 3.0%

Value $8.336M (+46.2%) Shares 80,340 (+17.9%) Est. Cost $102.54 Unrealized -6.0%

PLTR Palantir Technologies, Inc. Class A 4.8%

Value $13.41M (+1.0%) Shares 91,700 (+22.8%) Est. Cost $76.90 Unrealized +100.5%

PANW Palo Alto Networks, Inc. 0.0%

Value $6,733 (+82.8%) Shares 42 (+110.0%) Est. Cost $163.30 Unrealized +5.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LITE	Lumentum Holdings Inc.	31,950 (+319400.0%)	$22.45M (+609047.6%)	8.1%	$467.08	+0.0%	LITE	55024U109
COHR	Coherent Corp.	76,300 (+762900.0%)	$18.18M (+984484.1%)	6.6%	$213.33	+0.0%	COHR	19247G107
ARM	Arm Holdings plc	80,450 (+804400.0%)	$12.17M (+1113392.8%)	4.4%	$151.28	—	ARM	042068205
GLW	Corning Inc. Glass Works	85,690 (+856800.0%)	$11.65M (+1329953.5%)	4.2%	$111.68	+0.0%	GLW	219350105
AMAT	Applied Materials, Inc.	32,470 (+324600.0%)	$11.1M (+431725.7%)	4.0%	$326.52	+0.0%	AMAT	038222105
BE	Bloom Energy Corporation	81,810 (+408950.0%)	$11.08M (+637669.7%)	4.0%	$144.64	+0.0%	BE	093712107
TER	Teradyne, Inc.	28,040 (+280300.0%)	$8.313M (+429277.0%)	3.0%	$265.83	+0.0%	TER	880770102
MRVL	Marvell Technology, Inc.	82,580 (+825700.0%)	$8.18M (+962199.9%)	3.0%	$81.07	-0.0%	MRVL	573874104
NET	Cloudflare, Inc. Class A	39,410 (+394000.0%)	$8.132M (+412266.1%)	2.9%	$182.38	+0.0%	NET	18915M107
—	ASML Holding N.V. ADR	6,140 (+61300.0%)	$8.11M (+75700.5%)	2.9%	$1320.26	—	ASML	N07059111
VRT	Vertiv Holdings Co	54,160 (+8.7%)	$13.57M (+68.1%)	4.9%	$175.66	+13.8%	VRT	92537N108
SATS	EchoStar Corporation	92,100 (+63.6%)	$10.78M (+76.2%)	3.9%	$95.01	+22.5%	SATS	278768106
NBIS	Nebius Group N.V.	80,340 (+17.9%)	$8.336M (+46.2%)	3.0%	$102.54	-6.0%	NBIS	N97284108
PLTR	Palantir Technologies, Inc. Class A	91,700 (+22.8%)	$13.41M (+1.0%)	4.8%	$76.90	+100.5%	PLTR	69608A108
PANW	Palo Alto Networks, Inc.	42 (+110.0%)	$6,733 (+82.8%)	0.0%	$163.30	+5.4%	PANW	697435105

Exited Positions (5)

— Cyberark Software LTD (Israel) 0.0%

Value $4,461 Shares 10 Est. Cost $100.00 Unrealized —

TTWO Take-Two Interactive Software, Inc. 0.0%

Value $2,560 Shares 10 Est. Cost $199.81 Unrealized +12.6%

QCOM Qualcomm, Inc. 0.0%

Value $1,711 Shares 10 Est. Cost $146.06 Unrealized +5.4%

BABA Alibaba Group Holding Ltd. ADR 0.0%

Value $1,466 Shares 10 Est. Cost $178.73 Unrealized —

TOST Toast, Inc. 0.0%

Value $355 Shares 10 Est. Cost $24.17 Unrealized +28.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Cyberark Software LTD (Israel)	10	$4,461	0.0%	$100.00	—	—	M2682V108
TTWO	Take-Two Interactive Software, Inc.	10	$2,560	0.0%	$199.81	+12.6%	—	874054109
QCOM	Qualcomm, Inc.	10	$1,711	0.0%	$146.06	+5.4%	—	747525103
BABA	Alibaba Group Holding Ltd. ADR	10	$1,466	0.0%	$178.73	—	—	01609W102
TOST	Toast, Inc.	10	$355	0.0%	$24.17	+28.3%	—	888787108

Decreased Positions (16)

NVDA NVIDIA Corp. 10.0%

Value $27.64M (-62.2%) Shares 158,500 (-59.6%) Est. Cost $122.61 Unrealized +52.2%

TSLA Tesla, Inc. 0.0%

Value $3,718 (-100.0%) Shares 10 (-100.0%) Est. Cost $346.81 Unrealized +22.8%

AVGO Broadcom Ltd. 0.0%

Value $3,095 (-100.0%) Shares 10 (-100.0%) Est. Cost $356.97 Unrealized -6.4%

ORCL Oracle Corp. 0.0%

Value $1,471 (-100.0%) Shares 10 (-100.0%) Est. Cost $238.04 Unrealized -28.7%

CLS Celestica Inc. 0.0%

Value $2,817 (-100.0%) Shares 10 (-100.0%) Est. Cost $301.35 Unrealized -0.1%

ALAB Astera Labs, Inc. 0.0%

Value $1,096 (-100.0%) Shares 10 (-100.0%) Est. Cost $167.29 Unrealized -5.8%

— Rocket Lab Corporation 0.0%

Value $642 (-100.0%) Shares 10 (-100.0%) Est. Cost $69.76 Unrealized —

APP AppLovin Corporation 0.0%

Value $3,980 (-100.0%) Shares 10 (-99.9%) Est. Cost $260.17 Unrealized +94.9%

MDB MongoDB, Inc. Class A 0.0%

Value $2,448 (-100.0%) Shares 10 (-100.0%) Est. Cost $363.81 Unrealized +3.4%

AMZN Amazon.com, Inc. 0.0%

Value $2,083 (-100.0%) Shares 10 (-100.0%) Est. Cost $228.78 Unrealized -0.9%

— Applied Digital Corporation 0.0%

Value $237 (-100.0%) Shares 10 (-100.0%) Est. Cost $24.52 Unrealized —

RDDT Reddit, Inc. 0.0%

Value $1,347 (-100.0%) Shares 10 (-100.0%) Est. Cost $210.27 Unrealized -9.8%

TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR 9.0%

Value $25M (-19.4%) Shares 73,970 (-27.6%) Est. Cost $243.64 Unrealized —

— CoreWeave, Inc. 0.0%

Value $775 (-100.0%) Shares 10 (-100.0%) Est. Cost $142.86 Unrealized —

SITM SiTime Corporation 0.0%

Value $3,454 (-99.9%) Shares 10 (-99.9%) Est. Cost $312.93 Unrealized +20.7%

GEV GE Vernova Inc. 6.0%

Value $16.59M (+10.6%) Shares 19,010 (-17.2%) Est. Cost $608.96 Unrealized +21.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA Corp.	158,500 (-59.6%)	$27.64M (-62.2%)	10.0%	$122.61	+52.2%	NVDA	67066G104
TSLA	Tesla, Inc.	10 (-100.0%)	$3,718 (-100.0%)	0.0%	$346.81	+22.8%	TSLA	88160R101
AVGO	Broadcom Ltd.	10 (-100.0%)	$3,095 (-100.0%)	0.0%	$356.97	-6.4%	AVGO	11135F101
ORCL	Oracle Corp.	10 (-100.0%)	$1,471 (-100.0%)	0.0%	$238.04	-28.7%	ORCL	68389X105
CLS	Celestica Inc.	10 (-100.0%)	$2,817 (-100.0%)	0.0%	$301.35	-0.1%	CLS	15101Q207
ALAB	Astera Labs, Inc.	10 (-100.0%)	$1,096 (-100.0%)	0.0%	$167.29	-5.8%	ALAB	04626A103
—	Rocket Lab Corporation	10 (-100.0%)	$642 (-100.0%)	0.0%	$69.76	—	RKLB	773122106
APP	AppLovin Corporation	10 (-99.9%)	$3,980 (-100.0%)	0.0%	$260.17	+94.9%	APP	03831W108
MDB	MongoDB, Inc. Class A	10 (-100.0%)	$2,448 (-100.0%)	0.0%	$363.81	+3.4%	MDB	60937P106
AMZN	Amazon.com, Inc.	10 (-100.0%)	$2,083 (-100.0%)	0.0%	$228.78	-0.9%	AMZN	023135106
—	Applied Digital Corporation	10 (-100.0%)	$237 (-100.0%)	0.0%	$24.52	—	APLD	003819207
RDDT	Reddit, Inc.	10 (-100.0%)	$1,347 (-100.0%)	0.0%	$210.27	-9.8%	RDDT	75734B100
TSM	Taiwan Semiconductor Manufacturing Company Ltd. ADR	73,970 (-27.6%)	$25M (-19.4%)	9.0%	$243.64	—	TSM	874039100
—	CoreWeave, Inc.	10 (-100.0%)	$775 (-100.0%)	0.0%	$142.86	—	CRWV	218735108
SITM	SiTime Corporation	10 (-99.9%)	$3,454 (-99.9%)	0.0%	$312.93	+20.7%	SITM	82982T106
GEV	GE Vernova Inc.	19,010 (-17.2%)	$16.59M (+10.6%)	6.0%	$608.96	+21.0%	GEV	36828A101

Unchanged Positions (73)

SNDK Sandisk Corp. 0.0%

Value $6,353 Shares 10 Est. Cost $200.29 Unrealized +157.9%

MELI MercadoLibre, Inc. (Argentina) 0.0%

Value $17,290 Shares 10 Est. Cost $1984.73 Unrealized +4.1%

KLAC KLA Corporation 0.0%

Value $14,724 Shares 10 Est. Cost $358.99 Unrealized +307.3%

NOW ServiceNow, Inc. 0.0%

Value $5,228 Shares 50 Est. Cost $170.09 Unrealized -28.8%

AGX Argan, Inc. 0.0%

Value $5,447 Shares 10 Est. Cost $228.34 Unrealized +62.3%

MPWR Monolithic Power Systems, Inc. 0.0%

Value $10,934 Shares 10 Est. Cost $657.62 Unrealized +68.0%

CIEN Ciena Corp. 0.0%

Value $3,882 Shares 10 Est. Cost $71.76 Unrealized +277.5%

AXON Axon Enterprise, Inc. 0.0%

Value $4,247 Shares 10 Est. Cost $585.14 Unrealized -10.0%

MSFT Microsoft Corp. 0.0%

Value $3,702 Shares 10 Est. Cost $417.20 Unrealized +4.2%

CVNA Carvana Co. Class A 0.0%

Value $3,144 Shares 10 Est. Cost $357.56 Unrealized +14.2%

WDC Western Digital Corp. 0.0%

Value $2,705 Shares 10 Est. Cost $55.25 Unrealized +354.7%

SPOT Spotify Technology S.A. (Luxembourg) 0.0%

Value $4,849 Shares 10 Est. Cost $332.41 Unrealized +49.6%

META Meta Platforms, Inc. Class A 0.0%

Value $5,721 Shares 10 Est. Cost $471.41 Unrealized +39.1%

ZS Zscaler, Inc. 0.0%

Value $1,403 Shares 10 Est. Cost $126.06 Unrealized +53.4%

CRWD CrowdStrike Holdings, Inc. Class A 0.0%

Value $3,904 Shares 10 Est. Cost $332.50 Unrealized +29.7%

DASH DoorDash, Inc. Class A 0.0%

Value $1,502 Shares 10 Est. Cost $189.83 Unrealized +3.6%

CEG Constellation Energy Corporation 0.0%

Value $2,793 Shares 10 Est. Cost $247.76 Unrealized +21.6%

SNOW Snowflake, Inc. Class A 0.0%

Value $1,508 Shares 10 Est. Cost $178.73 Unrealized +8.8%

TLN Talen Energy Corporation 0.0%

Value $3,192 Shares 10 Est. Cost $361.29 Unrealized +1.9%

MU Micron Technology, Inc. 0.0%

Value $3,378 Shares 10 Est. Cost $89.83 Unrealized +330.8%

COIN Coinbase Global, Inc. Class A 0.0%

Value $1,746 Shares 10 Est. Cost $233.76 Unrealized -14.2%

CRDO Credo Technology Group Holding LTD 0.0%

Value $939 Shares 10 Est. Cost $58.32 Unrealized +125.2%

SE Sea Ltd. (Singapore) 0.0%

Value $828 Shares 10 Est. Cost $178.70 Unrealized —

HOOD Robinhood Markets, Inc. 0.0%

Value $693 Shares 10 Est. Cost $35.47 Unrealized +170.0%

— Lam Research Corp. 0.0%

Value $2,137 Shares 10 Est. Cost $1064.58 Unrealized —

SHOP Shopify, Inc. Class A (Canada) 0.0%

Value $1,186 Shares 10 Est. Cost $73.49 Unrealized +85.7%

ETN Eaton Corporation PLC 0.0%

Value $3,577 Shares 10 Est. Cost $354.39 Unrealized -0.2%

DELL Dell Technologies, Inc. 0.0%

Value $1,641 Shares 10 Est. Cost $90.57 Unrealized +31.4%

QQQ Invesco QQQ ETF 0.0%

Value $5,772 Shares 10 Est. Cost $266.30 Unrealized —

BWXT BWX Technologies, Inc. 0.0%

Value $2,045 Shares 10 Est. Cost $160.55 Unrealized +26.4%

AFRM Affirm Holdings, Inc. Class A 0.0%

Value $458 Shares 10 Est. Cost $41.87 Unrealized +54.5%

MSTR Micro Strategy, Inc. Class A 0.0%

Value $1,248 Shares 10 Est. Cost $317.45 Unrealized -53.8%

ZG Zillow Group, Inc. Class C 0.0%

Value $414 Shares 10 Est. Cost $52.05 Unrealized +11.9%

IGV iShares Expanded Tech-Software Sector ETF 0.0%

Value $801 Shares 10 Est. Cost $100.10 Unrealized —

GOOGL Alphabet, Inc. Class A 0.0%

Value $2,876 Shares 10 Est. Cost $107.76 Unrealized +200.0%

RBLX Roblox Corporation Class A 0.0%

Value $566 Shares 10 Est. Cost $124.27 Unrealized -42.3%

GE GE Aerospace 0.0%

Value $2,838 Shares 10 Est. Cost $272.69 Unrealized +16.7%

NFLX Netflix, Inc. 0.0%

Value $9,615 Shares 100 Est. Cost $100.71 Unrealized -16.8%

SMH VanEck Semiconductor ETF 0.0%

Value $3,834 Shares 10 Est. Cost $197.89 Unrealized —

U Unity Software, Inc. 0.0%

Value $219 Shares 10 Est. Cost $40.75 Unrealized -19.8%

OKLO Oklo Inc. 0.0%

Value $496 Shares 10 Est. Cost $38.57 Unrealized +108.3%

AAPL Apple, Inc. 0.0%

Value $2,538 Shares 10 Est. Cost $185.11 Unrealized +42.0%

DDOG Datadog, Inc. Class A 0.0%

Value $1,181 Shares 10 Est. Cost $137.35 Unrealized -9.8%

IONQ IonQ, Inc. 0.0%

Value $288 Shares 10 Est. Cost $47.02 Unrealized -11.9%

CRCL Circle Internet Group Inc. 0.0%

Value $954 Shares 10 Est. Cost $162.91 Unrealized -57.2%

TEM Tempus AI, Inc. 0.0%

Value $452 Shares 10 Est. Cost $70.04 Unrealized -12.6%

ROKU Roku, Inc. Class A 0.0%

Value $946 Shares 10 Est. Cost $80.02 Unrealized +23.1%

QBTS D-Wave Quantum Inc. 0.0%

Value $144 Shares 10 Est. Cost $18.22 Unrealized +29.9%

IBIT ishares Bitcoin Trust 0.0%

Value $384 Shares 10 Est. Cost $40.50 Unrealized —

VST Vistra Corp. 0.0%

Value $1,503 Shares 10 Est. Cost $82.71 Unrealized +97.3%

AMD Advanced Micro Devices, Inc. 0.0%

Value $2,034 Shares 10 Est. Cost $108.88 Unrealized +103.6%

SOFI SoFi Technologies, Inc. 0.0%

Value $159 Shares 10 Est. Cost $12.99 Unrealized +79.3%

UBER Uber Technologies, Inc. 0.0%

Value $719 Shares 10 Est. Cost $70.40 Unrealized +11.8%

APH Amphenol Corporation 0.0%

Value $1,264 Shares 10 Est. Cost $133.54 Unrealized +9.6%

RGTI Rigetti Computing, Inc. 0.0%

Value $140 Shares 10 Est. Cost $17.53 Unrealized +16.7%

ANET Arista Networks, Inc. 0.0%

Value $1,228 Shares 10 Est. Cost $102.84 Unrealized +31.3%

PSTG Pure Storage, Inc. Class A 0.0%

Value $590 Shares 10 Est. Cost $57.87 Unrealized +22.6%

OKTA Okta, Inc. Class A 0.0%

Value $787 Shares 10 Est. Cost $57.11 Unrealized +50.9%

BMNR Bitmine Immersion Technologies, Inc. 0.0%

Value $198 Shares 10 Est. Cost $50.65 Unrealized -49.8%

ETHA iShares Ethereum Trust 0.0%

Value $158 Shares 10 Est. Cost $31.51 Unrealized —

— Super Micro Computer, Inc. 0.0%

Value $228 Shares 10 Est. Cost $1010.03 Unrealized —

RKT Rocket Companies, Inc. 0.0%

Value $143 Shares 10 Est. Cost $17.44 Unrealized +15.6%

NTAP Netapp, Inc. 0.0%

Value $1,024 Shares 10 Est. Cost $108.58 Unrealized -6.2%

RIVN Rivian Automotive, Inc. Class A 0.0%

Value $151 Shares 10 Est. Cost $18.80 Unrealized -13.2%

— IREN Limited 0.0%

Value $343 Shares 10 Est. Cost $37.80 Unrealized —

QUBT Quantum Computing Inc. 0.0%

Value $69 Shares 10 Est. Cost $17.16 Unrealized -40.7%

CLSK CleanSpark, Inc. 0.0%

Value $85 Shares 10 Est. Cost $13.90 Unrealized -18.5%

OPEN Opendoor Technologies, Inc. 0.0%

Value $47 Shares 10 Est. Cost $4.19 Unrealized +33.4%

HUT Hut 8 Corp. 0.0%

Value $469 Shares 10 Est. Cost $44.08 Unrealized +28.4%

CORZ Core Scientific, Inc. 0.0%

Value $150 Shares 10 Est. Cost $10.01 Unrealized +76.9%

RYCEY Rolls-Royce Holdings plc 0.0%

Value $154 Shares 10 Est. Cost $16.20 Unrealized —

ETHM Dynamix Corporation Class A 0.0%

Value $105 Shares 10 Est. Cost $10.74 Unrealized -3.6%

QXO QXO, Inc. 0.0%

Value $194 Shares 10 Est. Cost $20.71 Unrealized +16.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	Sandisk Corp.	10	$6,353	0.0%	$200.29	+157.9%	SNDK	80004C200
MELI	MercadoLibre, Inc. (Argentina)	10	$17,290	0.0%	$1984.73	+4.1%	MELI	58733R102
KLAC	KLA Corporation	10	$14,724	0.0%	$358.99	+307.3%	KLAC	482480100
NOW	ServiceNow, Inc.	50	$5,228	0.0%	$170.09	-28.8%	NOW	81762P102
AGX	Argan, Inc.	10	$5,447	0.0%	$228.34	+62.3%	AGX	04010E109
MPWR	Monolithic Power Systems, Inc.	10	$10,934	0.0%	$657.62	+68.0%	MPWR	609839105
CIEN	Ciena Corp.	10	$3,882	0.0%	$71.76	+277.5%	CIEN	171779309
AXON	Axon Enterprise, Inc.	10	$4,247	0.0%	$585.14	-10.0%	AXON	05464C101
MSFT	Microsoft Corp.	10	$3,702	0.0%	$417.20	+4.2%	MSFT	594918104
CVNA	Carvana Co. Class A	10	$3,144	0.0%	$357.56	+14.2%	CVNA	146869102
WDC	Western Digital Corp.	10	$2,705	0.0%	$55.25	+354.7%	WDC	958102105
SPOT	Spotify Technology S.A. (Luxembourg)	10	$4,849	0.0%	$332.41	+49.6%	SPOT	L8681T102
META	Meta Platforms, Inc. Class A	10	$5,721	0.0%	$471.41	+39.1%	META	30303M102
ZS	Zscaler, Inc.	10	$1,403	0.0%	$126.06	+53.4%	ZS	98980G102
CRWD	CrowdStrike Holdings, Inc. Class A	10	$3,904	0.0%	$332.50	+29.7%	CRWD	22788C105
DASH	DoorDash, Inc. Class A	10	$1,502	0.0%	$189.83	+3.6%	DASH	25809K105
CEG	Constellation Energy Corporation	10	$2,793	0.0%	$247.76	+21.6%	CEG	21037T109
SNOW	Snowflake, Inc. Class A	10	$1,508	0.0%	$178.73	+8.8%	SNOW	833445109
TLN	Talen Energy Corporation	10	$3,192	0.0%	$361.29	+1.9%	TLN	87422Q109
MU	Micron Technology, Inc.	10	$3,378	0.0%	$89.83	+330.8%	MU	595112103
COIN	Coinbase Global, Inc. Class A	10	$1,746	0.0%	$233.76	-14.2%	COIN	19260Q107
CRDO	Credo Technology Group Holding LTD	10	$939	0.0%	$58.32	+125.2%	CRDO	G25457105
SE	Sea Ltd. (Singapore)	10	$828	0.0%	$178.70	—	SE	81141R100
HOOD	Robinhood Markets, Inc.	10	$693	0.0%	$35.47	+170.0%	HOOD	770700102
—	Lam Research Corp.	10	$2,137	0.0%	$1064.58	—	LRCX	512807108
SHOP	Shopify, Inc. Class A (Canada)	10	$1,186	0.0%	$73.49	+85.7%	SHOP	82509L107
ETN	Eaton Corporation PLC	10	$3,577	0.0%	$354.39	-0.2%	ETN	G29183103
DELL	Dell Technologies, Inc.	10	$1,641	0.0%	$90.57	+31.4%	DELL	24703L202
QQQ	Invesco QQQ ETF	10	$5,772	0.0%	$266.30	—	QQQ	46090E103
BWXT	BWX Technologies, Inc.	10	$2,045	0.0%	$160.55	+26.4%	BWXT	05605H100
AFRM	Affirm Holdings, Inc. Class A	10	$458	0.0%	$41.87	+54.5%	AFRM	00827B106
MSTR	Micro Strategy, Inc. Class A	10	$1,248	0.0%	$317.45	-53.8%	MSTR	594972408
ZG	Zillow Group, Inc. Class C	10	$414	0.0%	$52.05	+11.9%	Z	98954M101
IGV	iShares Expanded Tech-Software Sector ETF	10	$801	0.0%	$100.10	—	IGV	464287515
GOOGL	Alphabet, Inc. Class A	10	$2,876	0.0%	$107.76	+200.0%	GOOGL	02079K305
RBLX	Roblox Corporation Class A	10	$566	0.0%	$124.27	-42.3%	RBLX	771049103
GE	GE Aerospace	10	$2,838	0.0%	$272.69	+16.7%	GE	369604301
NFLX	Netflix, Inc.	100	$9,615	0.0%	$100.71	-16.8%	NFLX	64110L106
SMH	VanEck Semiconductor ETF	10	$3,834	0.0%	$197.89	—	SMH	92189F676
U	Unity Software, Inc.	10	$219	0.0%	$40.75	-19.8%	U	91332U101
OKLO	Oklo Inc.	10	$496	0.0%	$38.57	+108.3%	OKLO	02156V109
AAPL	Apple, Inc.	10	$2,538	0.0%	$185.11	+42.0%	AAPL	037833100
DDOG	Datadog, Inc. Class A	10	$1,181	0.0%	$137.35	-9.8%	DDOG	23804L103
IONQ	IonQ, Inc.	10	$288	0.0%	$47.02	-11.9%	IONQ	46222L108
CRCL	Circle Internet Group Inc.	10	$954	0.0%	$162.91	-57.2%	CRCL	172573107
TEM	Tempus AI, Inc.	10	$452	0.0%	$70.04	-12.6%	TEM	88023B103
ROKU	Roku, Inc. Class A	10	$946	0.0%	$80.02	+23.1%	ROKU	77543R102
QBTS	D-Wave Quantum Inc.	10	$144	0.0%	$18.22	+29.9%	QBTS	26740W109
IBIT	ishares Bitcoin Trust	10	$384	0.0%	$40.50	—	IBIT	46438F101
VST	Vistra Corp.	10	$1,503	0.0%	$82.71	+97.3%	VST	92840M102
AMD	Advanced Micro Devices, Inc.	10	$2,034	0.0%	$108.88	+103.6%	AMD	007903107
SOFI	SoFi Technologies, Inc.	10	$159	0.0%	$12.99	+79.3%	SOFI	83406F102
UBER	Uber Technologies, Inc.	10	$719	0.0%	$70.40	+11.8%	UBER	90353T100
APH	Amphenol Corporation	10	$1,264	0.0%	$133.54	+9.6%	APH	032095101
RGTI	Rigetti Computing, Inc.	10	$140	0.0%	$17.53	+16.7%	RGTI	76655K103
ANET	Arista Networks, Inc.	10	$1,228	0.0%	$102.84	+31.3%	ANET	040413205
PSTG	Pure Storage, Inc. Class A	10	$590	0.0%	$57.87	+22.6%	PSTG	74624M102
OKTA	Okta, Inc. Class A	10	$787	0.0%	$57.11	+50.9%	OKTA	679295105
BMNR	Bitmine Immersion Technologies, Inc.	10	$198	0.0%	$50.65	-49.8%	BMNR	09175A206
ETHA	iShares Ethereum Trust	10	$158	0.0%	$31.51	—	ETHA	46438R105
—	Super Micro Computer, Inc.	10	$228	0.0%	$1010.03	—	SMCI	86800U104
RKT	Rocket Companies, Inc.	10	$143	0.0%	$17.44	+15.6%	RKT	77311W101
NTAP	Netapp, Inc.	10	$1,024	0.0%	$108.58	-6.2%	NTAP	64110D104
RIVN	Rivian Automotive, Inc. Class A	10	$151	0.0%	$18.80	-13.2%	RIVN	76954A103
—	IREN Limited	10	$343	0.0%	$37.80	—	IREN	000018599
QUBT	Quantum Computing Inc.	10	$69	0.0%	$17.16	-40.7%	QUBT	74766W108
CLSK	CleanSpark, Inc.	10	$85	0.0%	$13.90	-18.5%	CLSK	18452B209
OPEN	Opendoor Technologies, Inc.	10	$47	0.0%	$4.19	+33.4%	OPEN	683712103
HUT	Hut 8 Corp.	10	$469	0.0%	$44.08	+28.4%	HUT	44812J104
CORZ	Core Scientific, Inc.	10	$150	0.0%	$10.01	+76.9%	CORZ	21874A106
RYCEY	Rolls-Royce Holdings plc	10	$154	0.0%	$16.20	—	RYCEY	775781206
ETHM	Dynamix Corporation Class A	10	$105	0.0%	$10.74	-3.6%	ETHM	G2949D104
QXO	QXO, Inc.	10	$194	0.0%	$20.71	+16.6%	QXO	82846H405