Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MKSI	MKS INC.	162,762	$37.4M	3.4%	—	—	COM	55306N104
ABNB	AIRBNB INC	201,287	$25.42M	2.3%	—	—	COM CL A	009066101
CSCO	CISCO SYS INC	309,622	$24.02M	2.2%	—	—	COM	17275R102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	121,429	$23.98M	2.2%	—	—	COM	874054109
STX	SEAGATE TECHNOLOGY HLDNGS PL	60,342	$23.64M	2.2%	—	—	ORD SHS	G7997R103
TMUS	T-MOBILE US INC	107,147	$22.5M	2.1%	—	—	COM	872590104
V	VISA INC	71,428	$21.59M	2.0%	—	—	COM CL A	92826C839
MSI	MOTOROLA SOLUTIONS INC	41,793	$18.14M	1.7%	—	—	COM NEW	620076307
TRU	TRANSUNION	257,141	$17.79M	1.6%	—	—	COM	89400J107
FFIV	F5 INC	58,843	$17.03M	1.6%	—	—	COM	315616102
LITE	LUMENTUM HLDGS INC	22,853	$16.06M	1.5%	—	—	COM	55024U109
CPNG	COUPANG INC	781,553	$14.76M	1.4%	—	—	CL A	22266T109
MXL	MAXLINEAR INC	846,105	$14.71M	1.4%	—	—	COM	57776J100
ARW	ARROW ELECTRS INC	90,000	$12.91M	1.2%	—	—	COM	042735100
ARM	ARM HOLDINGS PLC	85,000	$12.86M	1.2%	—	—	SPONSORED ADS	042068205
PLXS	PLEXUS CORP	50,409	$10.21M	0.9%	—	—	COM	729132100
SE	SEA LTD	120,329	$9.964M	0.9%	—	—	SPONSORD ADS	81141R100
STM	STMICROELECTRONICS N V	250,000	$8.637M	0.8%	—	—	NY REGISTRY	861012102
DDOG	DATADOG INC	72,286	$8.533M	0.8%	—	—	CL A COM	23804L103
XYZ	BLOCK INC	114,286	$6.878M	0.6%	—	—	CL A	852234103
PSTG	EVERPURE INC	108,571	$6.41M	0.6%	—	—	CL A	74624M102
AUR	AURORA INNOVATION INC	1,402,853	$5.78M	0.5%	—	—	CLASS A COM	051774107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	15,500	$5.238M	0.5%	—	—	SPONSORED ADS	874039100
VSNT	VERSANT MEDIA GROUP INC	85,714	$3.173M	0.3%	—	—	COM CL A	925283103
PAYC	PAYCOM SOFTWARE INC	22,713	$2.761M	0.3%	—	—	COM	70432V102
SHLS	SHOALS TECHNOLOGIES GROUP IN	168,000	$1.105M	0.1%	—	—	CL A	82489W107
ZM	ZOOM COMMUNICATIONS INC	8,000	$643K	0.1%	—	—	CL A	98980L101

Increased Positions (25)

SNPS SYNOPSYS INC 3.3%

Value $36.28M (+61.4%) Shares 91,516 (+91.2%) Est. Cost — Unrealized —

INTU INTUIT 2.9%

Value $31.55M (+77.5%) Shares 72,976 (+172.0%) Est. Cost — Unrealized —

MPWR MONOLITHIC PWR SYS INC 2.5%

Value $26.88M (+100.8%) Shares 24,585 (+66.4%) Est. Cost — Unrealized —

VRSN VERISIGN INC 2.6%

Value $28.74M (+86.4%) Shares 115,701 (+82.3%) Est. Cost — Unrealized —

META META PLATFORMS INC 2.5%

Value $27.38M (+66.8%) Shares 47,858 (+92.5%) Est. Cost — Unrealized —

SBAC SBA COMMUNICATIONS CORP 1.2%

Value $13.52M (+334.6%) Shares 78,573 (+388.5%) Est. Cost — Unrealized —

FLEX FLEXTRONICS INTL LTD 1.4%

Value $15.27M (+100.3%) Shares 233,197 (+84.9%) Est. Cost — Unrealized —

ARRY ARRAY TECHNOLOGIES INC 0.7%

Value $7.093M (+660.5%) Shares 981,100 (+869.8%) Est. Cost — Unrealized —

T AT&T INC 0.8%

Value $8.49M (+262.7%) Shares 292,857 (+210.8%) Est. Cost — Unrealized —

LYV LIVE NATION ENTERTAINMENT IN 0.8%

Value $8.291M (+279.6%) Shares 54,365 (+254.7%) Est. Cost — Unrealized —

OMC OMNICOM GROUP INC 1.0%

Value $10.76M (+81.4%) Shares 142,861 (+94.5%) Est. Cost — Unrealized —

POWI POWER INTEGRATIONS INC 0.6%

Value $6.144M (+206.9%) Shares 120,000 (+113.0%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 4.0%

Value $43.85M (-7.7%) Shares 210,568 (+2.3%) Est. Cost — Unrealized —

FSLR FIRST SOLAR INC 1.7%

Value $18.82M (+22.3%) Shares 95,432 (+62.0%) Est. Cost — Unrealized —

DASH DOORDASH INC 0.4%

Value $4.869M (+183.4%) Shares 32,429 (+327.4%) Est. Cost — Unrealized —

GFS GLOBALFOUNDRIES INC 0.6%

Value $6.667M (+88.7%) Shares 149,880 (+48.2%) Est. Cost — Unrealized —

ACHR ARCHER AVIATION INC 0.4%

Value $4.796M (+97.0%) Shares 927,628 (+186.5%) Est. Cost — Unrealized —

MDB MONGODB INC 1.3%

Value $14.41M (-12.8%) Shares 58,863 (+49.5%) Est. Cost — Unrealized —

RUN SUNRUN INC 1.3%

Value $13.74M (+17.7%) Shares 1,013,157 (+59.7%) Est. Cost — Unrealized —

JBL JABIL INC 0.4%

Value $4.202M (+65.6%) Shares 15,819 (+42.2%) Est. Cost — Unrealized —

SMTC SEMTECH CORP 2.4%

Value $26.45M (+6.4%) Shares 344,047 (+1.9%) Est. Cost — Unrealized —

GPN GLOBAL PMTS INC 1.7%

Value $18.02M (-7.9%) Shares 267,754 (+5.9%) Est. Cost — Unrealized —

ALAB ASTERA LABS INC 1.4%

Value $14.91M (+7.3%) Shares 136,079 (+62.8%) Est. Cost — Unrealized —

CCI CROWN CASTLE INC 0.3%

Value $3.207M (+11.1%) Shares 39,443 (+21.5%) Est. Cost — Unrealized —

ADSK AUTODESK INC 0.2%

Value $2.274M (-10.7%) Shares 9,500 (+10.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNPS	SYNOPSYS INC	91,516 (+91.2%)	$36.28M (+61.4%)	3.3%	—	—	COM	871607107
INTU	INTUIT	72,976 (+172.0%)	$31.55M (+77.5%)	2.9%	—	—	COM	461202103
MPWR	MONOLITHIC PWR SYS INC	24,585 (+66.4%)	$26.88M (+100.8%)	2.5%	—	—	COM	609839105
VRSN	VERISIGN INC	115,701 (+82.3%)	$28.74M (+86.4%)	2.6%	—	—	COM	92343E102
META	META PLATFORMS INC	47,858 (+92.5%)	$27.38M (+66.8%)	2.5%	—	—	CL A	30303M102
SBAC	SBA COMMUNICATIONS CORP	78,573 (+388.5%)	$13.52M (+334.6%)	1.2%	—	—	CL A	78410G104
FLEX	FLEXTRONICS INTL LTD	233,197 (+84.9%)	$15.27M (+100.3%)	1.4%	—	—	ORD	Y2573F102
ARRY	ARRAY TECHNOLOGIES INC	981,100 (+869.8%)	$7.093M (+660.5%)	0.7%	—	—	COM SHS	04271T100
T	AT&T INC	292,857 (+210.8%)	$8.49M (+262.7%)	0.8%	—	—	COM	00206R102
LYV	LIVE NATION ENTERTAINMENT IN	54,365 (+254.7%)	$8.291M (+279.6%)	0.8%	—	—	COM	538034109
OMC	OMNICOM GROUP INC	142,861 (+94.5%)	$10.76M (+81.4%)	1.0%	—	—	COM	681919106
POWI	POWER INTEGRATIONS INC	120,000 (+113.0%)	$6.144M (+206.9%)	0.6%	—	—	COM	739276103
AMZN	AMAZON COM INC	210,568 (+2.3%)	$43.85M (-7.7%)	4.0%	—	—	COM	023135106
FSLR	FIRST SOLAR INC	95,432 (+62.0%)	$18.82M (+22.3%)	1.7%	—	—	COM	336433107
DASH	DOORDASH INC	32,429 (+327.4%)	$4.869M (+183.4%)	0.4%	—	—	CL A	25809K105
GFS	GLOBALFOUNDRIES INC	149,880 (+48.2%)	$6.667M (+88.7%)	0.6%	—	—	ORDINARY SHARES	G39387108
ACHR	ARCHER AVIATION INC	927,628 (+186.5%)	$4.796M (+97.0%)	0.4%	—	—	COM CL A	03945R102
MDB	MONGODB INC	58,863 (+49.5%)	$14.41M (-12.8%)	1.3%	—	—	CL A	60937P106
RUN	SUNRUN INC	1,013,157 (+59.7%)	$13.74M (+17.7%)	1.3%	—	—	COM	86771W105
JBL	JABIL INC	15,819 (+42.2%)	$4.202M (+65.6%)	0.4%	—	—	COM	466313103
SMTC	SEMTECH CORP	344,047 (+1.9%)	$26.45M (+6.4%)	2.4%	—	—	COM	816850101
GPN	GLOBAL PMTS INC	267,754 (+5.9%)	$18.02M (-7.9%)	1.7%	—	—	COM	37940X102
ALAB	ASTERA LABS INC	136,079 (+62.8%)	$14.91M (+7.3%)	1.4%	—	—	COM	04626A103
CCI	CROWN CASTLE INC	39,443 (+21.5%)	$3.207M (+11.1%)	0.3%	—	—	COM	22822V101
ADSK	AUTODESK INC	9,500 (+10.5%)	$2.274M (-10.7%)	0.2%	—	—	COM	052769106

Exited Positions (34)

NVDA NVIDIA CORPORATION 3.5%

Value $37.78M Shares 202,595 Est. Cost — Unrealized —

AMT AMERICAN TOWER CORP NEW 2.9%

Value $30.96M Shares 176,315 Est. Cost — Unrealized —

ANET ARISTA NETWORKS INC 2.6%

Value $28.36M Shares 216,405 Est. Cost — Unrealized —

BKNG BOOKING HOLDINGS INC 2.5%

Value $27.03M Shares 5,048 Est. Cost — Unrealized —

ENPH ENPHASE ENERGY INC 2.4%

Value $26M Shares 811,161 Est. Cost — Unrealized —

ORCL ORACLE CORP 1.8%

Value $19.15M Shares 98,247 Est. Cost — Unrealized —

NFLX NETFLIX INC 1.7%

Value $18.75M Shares 199,988 Est. Cost — Unrealized —

FISV FISERV INC 1.6%

Value $17.47M Shares 260,136 Est. Cost — Unrealized —

TWLO TWILIO INC 1.5%

Value $16.55M Shares 116,344 Est. Cost — Unrealized —

NOW SERVICENOW INC 1.5%

Value $16.19M Shares 105,711 Est. Cost — Unrealized —

MCHP MICROCHIP TECHNOLOGY INC. 1.4%

Value $15.56M Shares 244,192 Est. Cost — Unrealized —

SHOP SHOPIFY INC 1.4%

Value $15.31M Shares 95,082 Est. Cost — Unrealized —

DIS DISNEY WALT CO 1.3%

Value $14.33M Shares 125,982 Est. Cost — Unrealized —

EPAM EPAM SYS INC 1.2%

Value $12.83M Shares 62,622 Est. Cost — Unrealized —

TEAM ATLASSIAN CORPORATION 1.1%

Value $12.07M Shares 74,458 Est. Cost — Unrealized —

RDDT REDDIT INC 0.8%

Value $9.04M Shares 39,325 Est. Cost — Unrealized —

AAPL APPLE INC 0.6%

Value $6.875M Shares 25,290 Est. Cost — Unrealized —

HUBS HUBSPOT INC 0.6%

Value $6.485M Shares 16,159 Est. Cost — Unrealized —

ACN ACCENTURE PLC IRELAND 0.5%

Value $5.816M Shares 21,679 Est. Cost — Unrealized —

TEL TE CONNECTIVITY PLC 0.5%

Value $5.754M Shares 25,290 Est. Cost — Unrealized —

GLOB GLOBANT S A 0.5%

Value $5.603M Shares 85,714 Est. Cost — Unrealized —

WDC WESTERN DIGITAL CORP 0.5%

Value $5.228M Shares 30,349 Est. Cost — Unrealized —

IRM IRON MTN INC DEL 0.4%

Value $3.927M Shares 47,345 Est. Cost — Unrealized —

DUOL DUOLINGO INC 0.3%

Value $3.662M Shares 20,866 Est. Cost — Unrealized —

RELY REMITLY GLOBAL INC 0.3%

Value $3.59M Shares 260,137 Est. Cost — Unrealized —

FORM FORMFACTOR INC 0.3%

Value $3.386M Shares 60,699 Est. Cost — Unrealized —

ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%

Value $2.456M Shares 10,116 Est. Cost — Unrealized —

CVNA CARVANA CO 0.2%

Value $2.242M Shares 5,312 Est. Cost — Unrealized —

TRMB TRIMBLE INC 0.2%

Value $2.061M Shares 26,303 Est. Cost — Unrealized —

MBLY MOBILEYE GLOBAL INC 0.2%

Value $2.007M Shares 192,212 Est. Cost — Unrealized —

FLUT FLUTTER ENTMT PLC 0.2%

Value $1.991M Shares 9,257 Est. Cost — Unrealized —

GTLB GITLAB INC 0.2%

Value $1.879M Shares 50,078 Est. Cost — Unrealized —

CNK CINEMARK HLDGS INC 0.1%

Value $1.234M Shares 53,111 Est. Cost — Unrealized —

ENVX ENOVIX CORPORATION 0.1%

Value $887K Shares 121,398 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	202,595	$37.78M	3.5%	—	—	—	67066G104
AMT	AMERICAN TOWER CORP NEW	176,315	$30.96M	2.9%	—	—	—	03027X100
ANET	ARISTA NETWORKS INC	216,405	$28.36M	2.6%	—	—	—	040413205
BKNG	BOOKING HOLDINGS INC	5,048	$27.03M	2.5%	—	—	—	09857L108
ENPH	ENPHASE ENERGY INC	811,161	$26M	2.4%	—	—	—	29355A107
ORCL	ORACLE CORP	98,247	$19.15M	1.8%	—	—	—	68389X105
NFLX	NETFLIX INC	199,988	$18.75M	1.7%	—	—	—	64110L106
FISV	FISERV INC	260,136	$17.47M	1.6%	—	—	—	337738108
TWLO	TWILIO INC	116,344	$16.55M	1.5%	—	—	—	90138F102
NOW	SERVICENOW INC	105,711	$16.19M	1.5%	—	—	—	81762P102
MCHP	MICROCHIP TECHNOLOGY INC.	244,192	$15.56M	1.4%	—	—	—	595017104
SHOP	SHOPIFY INC	95,082	$15.31M	1.4%	—	—	—	82509L107
DIS	DISNEY WALT CO	125,982	$14.33M	1.3%	—	—	—	254687106
EPAM	EPAM SYS INC	62,622	$12.83M	1.2%	—	—	—	29414B104
TEAM	ATLASSIAN CORPORATION	74,458	$12.07M	1.1%	—	—	—	049468101
RDDT	REDDIT INC	39,325	$9.04M	0.8%	—	—	—	75734B100
AAPL	APPLE INC	25,290	$6.875M	0.6%	—	—	—	037833100
HUBS	HUBSPOT INC	16,159	$6.485M	0.6%	—	—	—	443573100
ACN	ACCENTURE PLC IRELAND	21,679	$5.816M	0.5%	—	—	—	G1151C101
TEL	TE CONNECTIVITY PLC	25,290	$5.754M	0.5%	—	—	—	G87052109
GLOB	GLOBANT S A	85,714	$5.603M	0.5%	—	—	—	L44385109
WDC	WESTERN DIGITAL CORP	30,349	$5.228M	0.5%	—	—	—	958102105
IRM	IRON MTN INC DEL	47,345	$3.927M	0.4%	—	—	—	46284V101
DUOL	DUOLINGO INC	20,866	$3.662M	0.3%	—	—	—	26603R106
RELY	REMITLY GLOBAL INC	260,137	$3.59M	0.3%	—	—	—	75960P104
FORM	FORMFACTOR INC	60,699	$3.386M	0.3%	—	—	—	346375108
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	10,116	$2.456M	0.2%	—	—	—	989207105
CVNA	CARVANA CO	5,312	$2.242M	0.2%	—	—	—	146869102
TRMB	TRIMBLE INC	26,303	$2.061M	0.2%	—	—	—	896239100
MBLY	MOBILEYE GLOBAL INC	192,212	$2.007M	0.2%	—	—	—	60741F104
FLUT	FLUTTER ENTMT PLC	9,257	$1.991M	0.2%	—	—	—	G3643J108
GTLB	GITLAB INC	50,078	$1.879M	0.2%	—	—	—	37637K108
CNK	CINEMARK HLDGS INC	53,111	$1.234M	0.1%	—	—	—	17243V102
ENVX	ENOVIX CORPORATION	121,398	$887K	0.1%	—	—	—	293594107

Decreased Positions (25)

AMAT APPLIED MATLS INC 1.5%

Value $15.87M (-69.8%) Shares 46,429 (-77.3%) Est. Cost — Unrealized —

MA MASTERCARD INCORPORATED 2.1%

Value $22.84M (-44.6%) Shares 45,711 (-36.7%) Est. Cost — Unrealized —

OLED UNIVERSAL DISPLAY CORP 0.5%

Value $5.958M (-71.9%) Shares 65,000 (-64.2%) Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 0.7%

Value $7.77M (-65.9%) Shares 23,000 (-71.2%) Est. Cost — Unrealized —

MSFT MICROSOFT CORP 3.9%

Value $42.3M (-25.4%) Shares 114,278 (-2.5%) Est. Cost — Unrealized —

LSCC LATTICE SEMICONDUCTOR CORP 0.4%

Value $4.638M (-72.6%) Shares 50,000 (-78.3%) Est. Cost — Unrealized —

TOST TOAST INC 0.3%

Value $3.787M (-74.6%) Shares 142,857 (-65.9%) Est. Cost — Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 1.0%

Value $10.5M (-50.7%) Shares 21,646 (-41.0%) Est. Cost — Unrealized —

EQIX EQUINIX INC 1.7%

Value $18.48M (-35.8%) Shares 18,852 (-49.8%) Est. Cost — Unrealized —

AMBA AMBARELLA INC 0.3%

Value $3.042M (-73.6%) Shares 59,092 (-63.7%) Est. Cost — Unrealized —

SNDK SANDISK CORP 1.4%

Value $15.23M (+118.9%) Shares 23,977 (-18.2%) Est. Cost — Unrealized —

SNOW SNOWFLAKE INC 0.4%

Value $4.118M (-66.4%) Shares 27,305 (-51.1%) Est. Cost — Unrealized —

SPGI S&P GLOBAL INC 2.5%

Value $27.35M (-21.1%) Shares 64,296 (-3.0%) Est. Cost — Unrealized —

PANW PALO ALTO NETWORKS INC 0.0%

Value $481K (-93.5%) Shares 3,000 (-92.5%) Est. Cost — Unrealized —

CHTR CHARTER COMMUNICATIONS INC 0.6%

Value $6.168M (-48.9%) Shares 28,571 (-50.6%) Est. Cost — Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 0.6%

Value $6.531M (-45.0%) Shares 58,166 (-54.6%) Est. Cost — Unrealized —

FN FABRINET 0.1%

Value $782K (-82.9%) Shares 1,500 (-85.0%) Est. Cost — Unrealized —

ESTC ELASTIC N V 0.3%

Value $2.81M (-51.2%) Shares 56,206 (-26.4%) Est. Cost — Unrealized —

ASML ASML HLDG NV 4.5%

Value $49.22M (-5.4%) Shares 37,268 (-23.4%) Est. Cost — Unrealized —

COHR COHERENT CORP 1.9%

Value $20.48M (+16.1%) Shares 85,966 (-10.1%) Est. Cost — Unrealized —

UBER UBER TECHNOLOGIES INC 0.8%

Value $8.221M (-21.8%) Shares 114,286 (-11.1%) Est. Cost — Unrealized —

AEIS ADVANCED ENERGY INDS 3.6%

Value $38.81M (+5.6%) Shares 120,268 (-31.5%) Est. Cost — Unrealized —

SANM SANMINA CORP 0.0%

Value $519K (-65.8%) Shares 4,000 (-60.5%) Est. Cost — Unrealized —

INVZ INNOVIZ TECHNOLOGIES LTD 0.0%

Value $24,649 (-97.2%) Shares 38,970 (-96.2%) Est. Cost — Unrealized —

TDC TERADATA CORP DEL 0.1%

Value $1.153M (-16.8%) Shares 45,000 (-1.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	46,429 (-77.3%)	$15.87M (-69.8%)	1.5%	—	—	COM	038222105
MA	MASTERCARD INCORPORATED	45,711 (-36.7%)	$22.84M (-44.6%)	2.1%	—	—	CL A	57636Q104
OLED	UNIVERSAL DISPLAY CORP	65,000 (-64.2%)	$5.958M (-71.9%)	0.5%	—	—	COM	91347P105
MU	MICRON TECHNOLOGY INC	23,000 (-71.2%)	$7.77M (-65.9%)	0.7%	—	—	COM	595112103
MSFT	MICROSOFT CORP	114,278 (-2.5%)	$42.3M (-25.4%)	3.9%	—	—	COM	594918104
LSCC	LATTICE SEMICONDUCTOR CORP	50,000 (-78.3%)	$4.638M (-72.6%)	0.4%	—	—	COM	518415104
TOST	TOAST INC	142,857 (-65.9%)	$3.787M (-74.6%)	0.3%	—	—	CL A	888787108
SPOT	SPOTIFY TECHNOLOGY S A	21,646 (-41.0%)	$10.5M (-50.7%)	1.0%	—	—	SHS	L8681T102
EQIX	EQUINIX INC	18,852 (-49.8%)	$18.48M (-35.8%)	1.7%	—	—	COM	29444U700
AMBA	AMBARELLA INC	59,092 (-63.7%)	$3.042M (-73.6%)	0.3%	—	—	SHS	G037AX101
SNDK	SANDISK CORP	23,977 (-18.2%)	$15.23M (+118.9%)	1.4%	—	—	COM	80004C200
SNOW	SNOWFLAKE INC	27,305 (-51.1%)	$4.118M (-66.4%)	0.4%	—	—	COM SHS	833445109
SPGI	S&P GLOBAL INC	64,296 (-3.0%)	$27.35M (-21.1%)	2.5%	—	—	COM	78409V104
PANW	PALO ALTO NETWORKS INC	3,000 (-92.5%)	$481K (-93.5%)	0.0%	—	—	COM	697435105
CHTR	CHARTER COMMUNICATIONS INC	28,571 (-50.6%)	$6.168M (-48.9%)	0.6%	—	—	CL A	16119P108
SIMO	SILICON MOTION TECHNOLOGY CO	58,166 (-54.6%)	$6.531M (-45.0%)	0.6%	—	—	SPONSORED ADR	82706C108
FN	FABRINET	1,500 (-85.0%)	$782K (-82.9%)	0.1%	—	—	SHS	G3323L100
ESTC	ELASTIC N V	56,206 (-26.4%)	$2.81M (-51.2%)	0.3%	—	—	ORD SHS	N14506104
ASML	ASML HLDG NV	37,268 (-23.4%)	$49.22M (-5.4%)	4.5%	—	—	N Y REGISTRY SHS	N07059210
COHR	COHERENT CORP	85,966 (-10.1%)	$20.48M (+16.1%)	1.9%	—	—	COM	19247G107
UBER	UBER TECHNOLOGIES INC	114,286 (-11.1%)	$8.221M (-21.8%)	0.8%	—	—	COM	90353T100
AEIS	ADVANCED ENERGY INDS	120,268 (-31.5%)	$38.81M (+5.6%)	3.6%	—	—	COM	007973100
SANM	SANMINA CORP	4,000 (-60.5%)	$519K (-65.8%)	0.0%	—	—	COM	801056102
INVZ	INNOVIZ TECHNOLOGIES LTD	38,970 (-96.2%)	$24,649 (-97.2%)	0.0%	—	—	SHS	M5R635108
TDC	TERADATA CORP DEL	45,000 (-1.2%)	$1.153M (-16.8%)	0.1%	—	—	COM	88076W103