Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LRCX	LAM RESEARCH CORP	142,800	$61.88M	7.3%	—	—	COM NEW	512807306
WOLF	WOLFSPEED INC	902,100	$43.53M	5.1%	—	—	COMMON STOCK	97785W106
VSH	VISHAY INTERTECHNOLOGY INC	794,600	$42.73M	5.0%	—	—	COM	928298108
BIDU	BAIDU INC	337,053	$38.52M	4.5%	—	—	SPON ADR REP A	056752108
GOOG	ALPHABET INC	100,000	$35.33M	4.2%	—	—	CALL	02079K107
LMRI	LUMEXA IMAGING HOLDINGS INC	2,559,501	$28.87M	3.4%	—	—	COM	550249106
FIGR	FIGURE TECHNOLOGY SOLUTIO	550,400	$16.9M	2.0%	—	—	COM CL A	349381103
TTMI	TTM TECHNOLOGIES INC	86,500	$16.18M	1.9%	—	—	COM	87305R109

Increased Positions (5)

AEVA AEVA TECHNOLOGIES INC 5.6%

Value $47.37M (+200.0%) Shares 1,649,438 (+37.5%) Est. Cost — Unrealized —

BRKR BRUKER CORP 4.6%

Value $38.84M (+95.5%) Shares 645,400 (+17.3%) Est. Cost — Unrealized —

TSEM TOWER SEMICONDUCTOR LTD 5.9%

Value $49.76M (+52.9%) Shares 190,900 (+3.0%) Est. Cost — Unrealized —

RKT ROCKET COS INC 4.8%

Value $40.99M (+41.6%) Shares 2,602,700 (+28.1%) Est. Cost — Unrealized —

CRCL CIRCLE INTERNET GROUP INC 3.3%

Value $27.56M (-20.8%) Shares 440,000 (+20.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AEVA	AEVA TECHNOLOGIES INC	1,649,438 (+37.5%)	$47.37M (+200.0%)	5.6%	—	—	COM NEW	00835Q202
BRKR	BRUKER CORP	645,400 (+17.3%)	$38.84M (+95.5%)	4.6%	—	—	COM	116794108
TSEM	TOWER SEMICONDUCTOR LTD	190,900 (+3.0%)	$49.76M (+52.9%)	5.9%	—	—	SHS NEW	M87915274
RKT	ROCKET COS INC	2,602,700 (+28.1%)	$40.99M (+41.6%)	4.8%	—	—	COM CL A	77311W101
CRCL	CIRCLE INTERNET GROUP INC	440,000 (+20.6%)	$27.56M (-20.8%)	3.3%	—	—	COM CL A	172573107

Exited Positions (17)

CLS CELESTICA INC 4.5%

Value $38.14M Shares 135,400 Est. Cost — Unrealized —

RDDT REDDIT INC 3.2%

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

OGN ORGANON & CO 2.8%

Value $23.96M Shares 4,000,000 Est. Cost — Unrealized —

XP XP INC 2.5%

Value $21.56M Shares 1,132,200 Est. Cost — Unrealized —

BKH BLACK HILLS CORP 2.5%

Value $20.82M Shares 300,000 Est. Cost — Unrealized —

META META PLATFORMS INC 2.3%

Value $19.45M Shares 34,000 Est. Cost — Unrealized —

SMTC SEMTECH CORP 2.0%

Value $16.7M Shares 217,200 Est. Cost — Unrealized —

BKH BLACK HILLS CORP 1.9%

Value $16.48M Shares 237,500 Est. Cost — Unrealized —

SE SEA LTD 1.7%

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

EA ELECTRONIC ARTS INC 1.7%

Value $14.27M Shares 70,000 Est. Cost — Unrealized —

SCHW SCHWAB CHARLES CORP 1.6%

Value $13.72M Shares 146,000 Est. Cost — Unrealized —

GS GOLDMAN SACHS GROUP INC 1.6%

Value $13.54M Shares 16,000 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 1.5%

Value $12.96M Shares 35,000 Est. Cost — Unrealized —

C CITIGROUP INC 1.4%

Value $12.13M Shares 107,000 Est. Cost — Unrealized —

MS MORGAN STANLEY 1.3%

Value $11.16M Shares 67,800 Est. Cost — Unrealized —

BSX BOSTON SCIENTIFIC CORP 1.0%

Value $8.534M Shares 136,000 Est. Cost — Unrealized —

COMP COMPASS INC 0.7%

Value $5.969M Shares 816,600 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLS	CELESTICA INC	135,400	$38.14M	4.5%	—	—	—	15101Q207
RDDT	REDDIT INC	198,382	$26.71M	3.2%	—	—	—	75734B100
OGN	ORGANON & CO	4,000,000	$23.96M	2.8%	—	—	—	68622V106
XP	XP INC	1,132,200	$21.56M	2.5%	—	—	—	G98239109
BKH	BLACK HILLS CORP	300,000	$20.82M	2.5%	—	—	CALL	092113109
META	META PLATFORMS INC	34,000	$19.45M	2.3%	—	—	—	30303M102
SMTC	SEMTECH CORP	217,200	$16.7M	2.0%	—	—	—	816850101
BKH	BLACK HILLS CORP	237,500	$16.48M	1.9%	—	—	—	092113109
SE	SEA LTD	174,000	$14.41M	1.7%	—	—	—	81141R100
EA	ELECTRONIC ARTS INC	70,000	$14.27M	1.7%	—	—	—	285512109
SCHW	SCHWAB CHARLES CORP	146,000	$13.72M	1.6%	—	—	—	808513105
GS	GOLDMAN SACHS GROUP INC	16,000	$13.54M	1.6%	—	—	—	38141G104
MSFT	MICROSOFT CORP	35,000	$12.96M	1.5%	—	—	—	594918104
C	CITIGROUP INC	107,000	$12.13M	1.4%	—	—	—	172967424
MS	MORGAN STANLEY	67,800	$11.16M	1.3%	—	—	—	617446448
BSX	BOSTON SCIENTIFIC CORP	136,000	$8.534M	1.0%	—	—	—	101137107
COMP	COMPASS INC	816,600	$5.969M	0.7%	—	—	—	20464U100

Decreased Positions (4)

MRVL MARVELL TECHNOLOGY INC 13.8%

Value $116M (+128.5%) Shares 390,954 (-24.0%) Est. Cost — Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 2.0%

Value $17.05M (-48.4%) Shares 536,289 (-40.2%) Est. Cost — Unrealized —

TASK TASKUS INC 1.9%

Value $16.44M (-34.4%) Shares 3,512,150 (-6.0%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 9.2%

Value $77.53M (-1.3%) Shares 325,275 (-13.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY INC	390,954 (-24.0%)	$116M (+128.5%)	13.8%	—	—	COM	573874104
ATAT	ATOUR LIFESTYLE HLDGS LTD	536,289 (-40.2%)	$17.05M (-48.4%)	2.0%	—	—	SPONSORED ADS	04965M106
TASK	TASKUS INC	3,512,150 (-6.0%)	$16.44M (-34.4%)	1.9%	—	—	CLASS A COM	87652V109
AMZN	AMAZON COM INC	325,275 (-13.8%)	$77.53M (-1.3%)	9.2%	—	—	COM	023135106

Unchanged Positions (5)

FUTU FUTU HLDGS LTD 2.5%

Value $21.44M Shares 228,700 Est. Cost — Unrealized —

BABA ALIBABA GROUP HLDG LTD 3.6%

Value $30.76M Shares 320,500 Est. Cost — Unrealized —

SHAK SHAKE SHACK INC 1.2%

Value $9.977M Shares 178,100 Est. Cost — Unrealized —

IBN ICICI BANK LIMITED 4.4%

Value $37.51M Shares 1,292,200 Est. Cost — Unrealized —

MELI MERCADOLIBRE INC 3.7%

Value $31.06M Shares 18,300 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FUTU	FUTU HLDGS LTD	228,700	$21.44M	2.5%	—	—	SPON ADS CL A	36118L106
BABA	ALIBABA GROUP HLDG LTD	320,500	$30.76M	3.6%	—	—	SPONSORED ADS	01609W102
SHAK	SHAKE SHACK INC	178,100	$9.977M	1.2%	—	—	CL A	819047101
IBN	ICICI BANK LIMITED	1,292,200	$37.51M	4.4%	—	—	ADR	45104G104
MELI	MERCADOLIBRE INC	18,300	$31.06M	3.7%	—	—	COM	58733R102