Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSEM	TOWER SEMICONDUCTOR LTD	185,400	$32.53M	4.3%	—	—	SHS NEW	M87915274
OGN	ORGANON & CO	4,000,000	$23.96M	3.1%	—	—	COMMON STOCK	68622V106
XP	XP INC	1,132,200	$21.56M	2.8%	—	—	CL A	G98239109
BRKR	BRUKER CORP	550,000	$19.87M	2.6%	—	—	COM	116794108
META	META PLATFORMS INC	34,000	$19.45M	2.6%	—	—	CL A	30303M102
AEVA	AEVA TECHNOLOGIES INC	1,200,000	$15.79M	2.1%	—	—	COM NEW	00835Q202
SHAK	SHAKE SHACK INC	178,100	$15.76M	2.1%	—	—	CL A	819047101
EA	ELECTRONIC ARTS INC	70,000	$14.27M	1.9%	—	—	COM	285512109
SCHW	SCHWAB CHARLES CORP	146,000	$13.72M	1.8%	—	—	COM	808513105
GS	GOLDMAN SACHS GROUP INC	16,000	$13.54M	1.8%	—	—	COM	38141G104
MSFT	MICROSOFT CORP	35,000	$12.96M	1.7%	—	—	COM	594918104
C	CITIGROUP INC	107,000	$12.13M	1.6%	—	—	COM NEW	172967424
MS	MORGAN STANLEY	67,800	$11.16M	1.5%	—	—	COM NEW	617446448
BSX	BOSTON SCIENTIFIC CORP	136,000	$8.534M	1.1%	—	—	COM	101137107

Increased Positions (4)

CLS CELESTICA INC 5.0%

Value $38.14M (+39.8%) Shares 135,400 (+46.7%) Est. Cost — Unrealized —

FUTU FUTU HLDGS LTD 4.1%

Value $31.28M (+21.4%) Shares 228,700 (+45.8%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 10.3%

Value $78.58M (+4.7%) Shares 377,275 (+16.0%) Est. Cost — Unrealized —

RKT ROCKET COS INC 3.8%

Value $28.95M (+6.8%) Shares 2,031,500 (+45.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLS	CELESTICA INC	135,400 (+46.7%)	$38.14M (+39.8%)	5.0%	—	—	COM	15101Q207
FUTU	FUTU HLDGS LTD	228,700 (+45.8%)	$31.28M (+21.4%)	4.1%	—	—	SPON ADS CL A	36118L106
AMZN	AMAZON COM INC	377,275 (+16.0%)	$78.58M (+4.7%)	10.3%	—	—	COM	023135106
RKT	ROCKET COS INC	2,031,500 (+45.1%)	$28.95M (+6.8%)	3.8%	—	—	COM CL A	77311W101

Exited Positions (9)

CORZ CORE SCIENTIFIC INC NEW 5.3%

Value $40.76M Shares 2,799,600 Est. Cost — Unrealized —

TTMI TTM TECHNOLOGIES INC 5.0%

Value $38.05M Shares 551,504 Est. Cost — Unrealized —

GTLB GITLAB INC 4.9%

Value $37.09M Shares 988,200 Est. Cost — Unrealized —

NU NU HLDGS LTD 3.7%

Value $28.46M Shares 1,700,000 Est. Cost — Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 3.5%

Value $26.82M Shares 289,300 Est. Cost — Unrealized —

MRVL MARVELL TECHNOLOGY INC 3.3%

Value $25.49M Shares 300,000 Est. Cost — Unrealized —

QFIN QFIN HOLDINGS INC 0.9%

Value $6.743M Shares 349,900 Est. Cost — Unrealized —

BE BLOOM ENERGY CORP 0.9%

Value $6.499M Shares 74,800 Est. Cost — Unrealized —

CORZ CORE SCIENTIFIC INC NEW 0.8%

Value $5.824M Shares 400,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CORZ	CORE SCIENTIFIC INC NEW	2,799,600	$40.76M	5.3%	—	—	—	21874A106
TTMI	TTM TECHNOLOGIES INC	551,504	$38.05M	5.0%	—	—	—	87305R109
GTLB	GITLAB INC	988,200	$37.09M	4.9%	—	—	—	37637K108
NU	NU HLDGS LTD	1,700,000	$28.46M	3.7%	—	—	CALL	G6683N103
SIMO	SILICON MOTION TECHNOLOGY CO	289,300	$26.82M	3.5%	—	—	—	82706C108
MRVL	MARVELL TECHNOLOGY INC	300,000	$25.49M	3.3%	—	—	CALL	573874104
QFIN	QFIN HOLDINGS INC	349,900	$6.743M	0.9%	—	—	—	88557W101
BE	BLOOM ENERGY CORP	74,800	$6.499M	0.9%	—	—	—	093712107
CORZ	CORE SCIENTIFIC INC NEW	400,000	$5.824M	0.8%	—	—	CALL	21874A106

Decreased Positions (5)

BKH BLACK HILLS CORP 2.7%

Value $20.82M (-62.5%) Shares 300,000 (-62.5%) Est. Cost — Unrealized —

SMTC SEMTECH CORP 2.2%

Value $16.7M (-66.0%) Shares 217,200 (-67.4%) Est. Cost — Unrealized —

BKH BLACK HILLS CORP 2.2%

Value $16.48M (-55.8%) Shares 237,500 (-55.8%) Est. Cost — Unrealized —

COMP COMPASS INC 0.8%

Value $5.969M (-73.3%) Shares 816,600 (-61.4%) Est. Cost — Unrealized —

MRVL MARVELL TECHNOLOGY INC 6.7%

Value $50.97M (-19.8%) Shares 514,600 (-31.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BKH	BLACK HILLS CORP	300,000 (-62.5%)	$20.82M (-62.5%)	2.7%	—	—	CALL	092113109
SMTC	SEMTECH CORP	217,200 (-67.4%)	$16.7M (-66.0%)	2.2%	—	—	COM	816850101
BKH	BLACK HILLS CORP	237,500 (-55.8%)	$16.48M (-55.8%)	2.2%	—	—	COM	092113109
COMP	COMPASS INC	816,600 (-61.4%)	$5.969M (-73.3%)	0.8%	—	—	CL A	20464U100
MRVL	MARVELL TECHNOLOGY INC	514,600 (-31.2%)	$50.97M (-19.8%)	6.7%	—	—	COM	573874104

Unchanged Positions (8)

TASK TASKUS INC 3.3%

Value $25.06M Shares 3,734,665 Est. Cost — Unrealized —

RDDT REDDIT INC 3.5%

Value $26.71M Shares 198,382 Est. Cost — Unrealized —

SE SEA LTD 1.9%

Value $14.41M Shares 174,000 Est. Cost — Unrealized —

BABA ALIBABA GROUP HLDG LTD 5.3%

Value $40.21M Shares 320,500 Est. Cost — Unrealized —

CRCL CIRCLE INTERNET GROUP INC 4.6%

Value $34.8M Shares 364,700 Est. Cost — Unrealized —

MELI MERCADOLIBRE INC 4.1%

Value $31.64M Shares 18,300 Est. Cost — Unrealized —

IBN ICICI BANK LIMITED 4.4%

Value $33.47M Shares 1,292,200 Est. Cost — Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 4.3%

Value $33.04M Shares 897,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TASK	TASKUS INC	3,734,665	$25.06M	3.3%	—	—	CLASS A COM	87652V109
RDDT	REDDIT INC	198,382	$26.71M	3.5%	—	—	CL A	75734B100
SE	SEA LTD	174,000	$14.41M	1.9%	—	—	SPONSORD ADS	81141R100
BABA	ALIBABA GROUP HLDG LTD	320,500	$40.21M	5.3%	—	—	SPONSORED ADS	01609W102
CRCL	CIRCLE INTERNET GROUP INC	364,700	$34.8M	4.6%	—	—	COM CL A	172573107
MELI	MERCADOLIBRE INC	18,300	$31.64M	4.1%	—	—	COM	58733R102
IBN	ICICI BANK LIMITED	1,292,200	$33.47M	4.4%	—	—	ADR	45104G104
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$33.04M	4.3%	—	—	SPONSORED ADS	04965M106