Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTC	INTEL CORP	58,377	$2.576M	6.7%	$46.43	0.0%	COM	458140100
BMNR	BITMINE IMMERSION TECNOLOGIE	110,057	$2.177M	5.7%	$25.42	0.0%	COM NEW	09175A206
HIMS	HIMS & HERS HEALTH INC	100,536	$2.087M	5.5%	$25.33	0.0%	COM CL A	433000106
OKLO	OKLO INC	36,650	$1.817M	4.8%	$80.32	0.0%	COM CL A	02156V109
SMCI	SUPER MICRO COMPUTER INC	40,658	$926K	2.4%	$31.10	0.0%	COM NEW	86800U302
NFXL	DIREXION SHARES ETF TRUST	18,663	$561K	1.5%	$30.07	—	DLY NFLX BULL 2X	25461A882
ASTS	AST SPACEMOBILE INC	6,481	$537K	1.4%	$98.13	0.0%	COM CL A	00217D100
RGTI	RIGETTI COMPUTING INC	30,536	$429K	1.1%	$20.45	0.0%	COMMON STOCK	76655K103

Increased Positions (2)

MU MICRON TECHNOLOGY INC 5.8%

Value $2.203M (+262.0%) Shares 6,520 (+205.8%) Est. Cost $300.37 Unrealized +28.9%

BABA ALIBABA GROUP HLDG LTD 7.1%

Value $2.718M (-7.2%) Shares 21,668 (+8.4%) Est. Cost $168.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	6,520 (+205.8%)	$2.203M (+262.0%)	5.8%	$300.37	+28.9%	COM	595112103
BABA	ALIBABA GROUP HLDG LTD	21,668 (+8.4%)	$2.718M (-7.2%)	7.1%	$168.11	—	SPONSORED ADS	01609W102

Exited Positions (9)

NVDA NVIDIA CORPORATION 12.2%

Value $4.659M Shares 24,981 Est. Cost $125.85 Unrealized +48.3%

LLY ELI LILLY & CO 11.3%

Value $4.332M Shares 4,031 Est. Cost $862.04 Unrealized +21.5%

GOOGL ALPHABET INC 11.2%

Value $4.282M Shares 13,679 Est. Cost $177.72 Unrealized +81.9%

NFLX NETFLIX INC 11.1%

Value $4.242M Shares 45,242 Est. Cost $107.81 Unrealized -22.2%

AAPL APPLE INC 10.5%

Value $4.035M Shares 14,844 Est. Cost $268.34 Unrealized -2.1%

MSFT MICROSOFT CORP 10.5%

Value $4.032M Shares 8,338 Est. Cost $485.46 Unrealized -10.5%

HOOD ROBINHOOD MKTS INC 9.6%

Value $3.674M Shares 32,488 Est. Cost $109.05 Unrealized -12.2%

AVGO BROADCOM INC 2.6%

Value $982K Shares 2,836 Est. Cost $249.18 Unrealized +34.1%

ACHR ARCHER AVIATION INC 2.5%

Value $972K Shares 129,287 Est. Cost $9.90 Unrealized -21.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	24,981	$4.659M	12.2%	$125.85	+48.3%	—	67066G104
LLY	ELI LILLY & CO	4,031	$4.332M	11.3%	$862.04	+21.5%	—	532457108
GOOGL	ALPHABET INC	13,679	$4.282M	11.2%	$177.72	+81.9%	—	02079K305
NFLX	NETFLIX INC	45,242	$4.242M	11.1%	$107.81	-22.2%	—	64110L106
AAPL	APPLE INC	14,844	$4.035M	10.5%	$268.34	-2.1%	—	037833100
MSFT	MICROSOFT CORP	8,338	$4.032M	10.5%	$485.46	-10.5%	—	594918104
HOOD	ROBINHOOD MKTS INC	32,488	$3.674M	9.6%	$109.05	-12.2%	—	770700102
AVGO	BROADCOM INC	2,836	$982K	2.6%	$249.18	+34.1%	—	11135F101
ACHR	ARCHER AVIATION INC	129,287	$972K	2.5%	$9.90	-21.4%	—	03945R102

Decreased Positions (11)

META META PLATFORMS INC 0.9%

Value $342K (-91.3%) Shares 597 (-90.0%) Est. Cost $701.50 Unrealized -6.5%

AMZN AMAZON COM INC 3.3%

Value $1.276M (-66.2%) Shares 6,128 (-62.5%) Est. Cost $214.42 Unrealized +5.8%

PLTR PALANTIR TECHNOLOGIES INC 5.6%

Value $2.135M (-46.7%) Shares 14,594 (-35.2%) Est. Cost $162.07 Unrealized -4.9%

AMD ADVANCED MICRO DEVICES INC 7.3%

Value $2.778M (-38.8%) Shares 13,655 (-35.5%) Est. Cost $123.84 Unrealized +79.0%

ORCL ORACLE CORP 7.1%

Value $2.728M (-38.3%) Shares 18,541 (-18.2%) Est. Cost $238.05 Unrealized -28.8%

TSLA TESLA INC 6.5%

Value $2.49M (-35.9%) Shares 6,699 (-22.5%) Est. Cost $318.72 Unrealized +33.7%

UNH UNITEDHEALTH GROUP INC 7.1%

Value $2.709M (-33.8%) Shares 10,012 (-19.2%) Est. Cost $298.94 Unrealized +3.3%

NVO NOVO-NORDISK A S 5.5%

Value $2.119M (-38.3%) Shares 57,664 (-14.6%) Est. Cost $55.49 Unrealized —

COIN COINBASE GLOBAL INC 5.6%

Value $2.154M (-36.1%) Shares 12,338 (-17.3%) Est. Cost $287.49 Unrealized -30.2%

MSTR STRATEGY INC 1.9%

Value $740K (-34.8%) Shares 5,931 (-20.6%) Est. Cost $335.21 Unrealized -56.2%

GME GAMESTOP CORP 7.2%

Value $2.754M (-9.2%) Shares 119,511 (-20.9%) Est. Cost $23.71 Unrealized -2.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	597 (-90.0%)	$342K (-91.3%)	0.9%	$701.50	-6.5%	CL A	30303M102
AMZN	AMAZON COM INC	6,128 (-62.5%)	$1.276M (-66.2%)	3.3%	$214.42	+5.8%	COM	023135106
PLTR	PALANTIR TECHNOLOGIES INC	14,594 (-35.2%)	$2.135M (-46.7%)	5.6%	$162.07	-4.9%	CL A	69608A108
AMD	ADVANCED MICRO DEVICES INC	13,655 (-35.5%)	$2.778M (-38.8%)	7.3%	$123.84	+79.0%	COM	007903107
ORCL	ORACLE CORP	18,541 (-18.2%)	$2.728M (-38.3%)	7.1%	$238.05	-28.8%	COM	68389X105
TSLA	TESLA INC	6,699 (-22.5%)	$2.49M (-35.9%)	6.5%	$318.72	+33.7%	COM	88160R101
UNH	UNITEDHEALTH GROUP INC	10,012 (-19.2%)	$2.709M (-33.8%)	7.1%	$298.94	+3.3%	COM	91324P102
NVO	NOVO-NORDISK A S	57,664 (-14.6%)	$2.119M (-38.3%)	5.5%	$55.49	—	ADR	670100205
COIN	COINBASE GLOBAL INC	12,338 (-17.3%)	$2.154M (-36.1%)	5.6%	$287.49	-30.2%	COM CL A	19260Q107
MSTR	STRATEGY INC	5,931 (-20.6%)	$740K (-34.8%)	1.9%	$335.21	-56.2%	CL A NEW	594972408
GME	GAMESTOP CORP	119,511 (-20.9%)	$2.754M (-9.2%)	7.2%	$23.71	-2.9%	CL A	36467W109