Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY INC	59,049	$17.59M	4.8%	$297.89	—	COM	573874104
KLAC	KLA CORP	43,460	$13.11M	3.5%	$301.71	—	COM NEW	482480100
LLY	ELI LILLY & CO	9,821	$11.78M	3.2%	$1199.47	—	COM	532457108
ANET	ARISTA NETWORKS INC	60,174	$10.22M	2.8%	$169.88	—	COM SHS	040413205
CLS	CELESTICA INC	13,122	$4.787M	1.3%	$364.80	—	COM	15101Q207
CIEN	CIENA CORP	8,518	$4.179M	1.1%	$490.56	—	COM NEW	171779309
BKR	BAKER HUGHES COMPANY	52,294	$2.902M	0.8%	$55.50	—	CL A	05722G100
GOOGL	ALPHABET INC	1,174	$420K	0.1%	$357.37	—	CAP STK CL A	02079K305
TSLA	TESLA INC	855	$360K	0.1%	$420.60	—	COM	88160R101
MYRG	MYR GROUP INC	573	$287K	0.1%	$500.40	—	COM	55405W104
VTI	VANGUARD INDEX FDS	680	$252K	0.1%	$370.04	—	TOTAL STK MKT	922908769
CRDO	CREDO TECHNOLOGY GROUP HOLDI	913	$248K	0.1%	$271.95	—	ORDINARY SHARES	G25457105
JPM	JPMORGAN CHASE & CO	673	$220K	0.1%	$327.33	—	COM	46625H100
ICCM	ICECURE MED LTD	20,000	$3,034	0.0%	$0.15	—	ORD SHS NEW	M53071201

Increased Positions (16)

MU MICRON TECHNOLOGY INC 5.6%

Value $20.76M (+257.5%) Shares 17,982 (+4.6%) Est. Cost $270.25 Unrealized —

AMAT APPLIED MATLS INC 4.8%

Value $17.76M (+125.0%) Shares 24,570 (+6.4%) Est. Cost $350.32 Unrealized —

STX SEAGATE TECHNOLOGY HLDNGS PL 3.3%

Value $12.08M (+193.0%) Shares 12,518 (+18.9%) Est. Cost $470.16 Unrealized —

EWY ISHARES INC 4.3%

Value $15.86M (+94.6%) Shares 78,577 (+18.6%) Est. Cost $135.36 Unrealized —

NBIS NEBIUS GROUP N.V. 3.1%

Value $11.55M (+175.4%) Shares 41,831 (+3.5%) Est. Cost $102.43 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.7%

Value $17.27M (+43.8%) Shares 36,159 (+1.8%) Est. Cost $238.88 Unrealized —

ASML ASML HLDG NV 3.9%

Value $14.5M (+52.4%) Shares 7,289 (+1.2%) Est. Cost $985.94 Unrealized —

NVDA NVIDIA CORPORATION 3.8%

Value $13.94M (+25.7%) Shares 69,679 (+9.5%) Est. Cost $105.00 Unrealized —

AVGO BROADCOM INC 2.4%

Value $8.746M (+28.6%) Shares 23,153 (+5.4%) Est. Cost $358.06 Unrealized —

ADI ANALOG DEVICES INC 1.7%

Value $6.315M (+33.0%) Shares 15,899 (+6.5%) Est. Cost $289.18 Unrealized —

CRWV COREWEAVE INC 1.3%

Value $4.868M (+43.8%) Shares 48,900 (+11.9%) Est. Cost $92.33 Unrealized —

AAPL APPLE INC 0.7%

Value $2.704M (+69.0%) Shares 9,345 (+48.3%) Est. Cost $242.73 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $1.233M (+137.6%) Shares 5,173 (+107.6%) Est. Cost $224.83 Unrealized —

QQQ INVESCO QQQ TR 0.3%

Value $1.129M (+167.2%) Shares 1,534 (+109.6%) Est. Cost $667.09 Unrealized —

XLK SELECT SECTOR SPDR TR 0.1%

Value $354K (+60.7%) Shares 1,858 (+12.1%) Est. Cost $139.07 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.2%

Value $557K (-0.6%) Shares 595 (+5.9%) Est. Cost $865.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	17,982 (+4.6%)	$20.76M (+257.5%)	5.6%	$270.25	—	COM	595112103
AMAT	APPLIED MATLS INC	24,570 (+6.4%)	$17.76M (+125.0%)	4.8%	$350.32	—	COM	038222105
STX	SEAGATE TECHNOLOGY HLDNGS PL	12,518 (+18.9%)	$12.08M (+193.0%)	3.3%	$470.16	—	ORD SHS	G7997R103
EWY	ISHARES INC	78,577 (+18.6%)	$15.86M (+94.6%)	4.3%	$135.36	—	MSCI STH KOR ETF	464286772
NBIS	NEBIUS GROUP N.V.	41,831 (+3.5%)	$11.55M (+175.4%)	3.1%	$102.43	—	SHS CLASS A	N97284108
TSM	TAIWAN SEMICONDUCTOR MANUFAC	36,159 (+1.8%)	$17.27M (+43.8%)	4.7%	$238.88	—	SPONSORED ADS	874039100
ASML	ASML HLDG NV	7,289 (+1.2%)	$14.5M (+52.4%)	3.9%	$985.94	—	N Y REGISTRY SHS	N07059210
NVDA	NVIDIA CORPORATION	69,679 (+9.5%)	$13.94M (+25.7%)	3.8%	$105.00	—	COM	67066G104
AVGO	BROADCOM INC	23,153 (+5.4%)	$8.746M (+28.6%)	2.4%	$358.06	—	COM	11135F101
ADI	ANALOG DEVICES INC	15,899 (+6.5%)	$6.315M (+33.0%)	1.7%	$289.18	—	COM	032654105
CRWV	COREWEAVE INC	48,900 (+11.9%)	$4.868M (+43.8%)	1.3%	$92.33	—	COM CL A	21873S108
AAPL	APPLE INC	9,345 (+48.3%)	$2.704M (+69.0%)	0.7%	$242.73	—	COM	037833100
AMZN	AMAZON COM INC	5,173 (+107.6%)	$1.233M (+137.6%)	0.3%	$224.83	—	COM	023135106
QQQ	INVESCO QQQ TR	1,534 (+109.6%)	$1.129M (+167.2%)	0.3%	$667.09	—	UNIT SER 1	46090E103
XLK	SELECT SECTOR SPDR TR	1,858 (+12.1%)	$354K (+60.7%)	0.1%	$139.07	—	ST STR TECHN ETF	81369Y803
COST	COSTCO WHOLESALE CORPORATION	595 (+5.9%)	$557K (-0.6%)	0.2%	$865.76	—	COM	22160K105

Exited Positions (8)

CCJ CAMECO CORP 2.8%

Value $10.39M Shares 95,660 Est. Cost $85.87 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 2.6%

Value $9.626M Shares 65,808 Est. Cost $88.48 Unrealized —

B BARRICK MNG CORP 2.3%

Value $8.337M Shares 204,395 Est. Cost $37.42 Unrealized —

VST VISTRA CORP 1.5%

Value $5.562M Shares 36,997 Est. Cost $150.07 Unrealized —

FAZ DIREXION SHARES ETF TRUST 1.3%

Value $4.972M Shares 97,997 Est. Cost $50.74 Unrealized —

PSQ PROSHARES TR 1.3%

Value $4.641M Shares 144,169 Est. Cost $32.19 Unrealized —

SARK INVESTMENT MANAGERS SER TR I 0.6%

Value $2.353M Shares 70,992 Est. Cost $30.25 Unrealized —

ICCM ICECURE MEDICAL LTD CAESAREA 0.0%

Value $6,020 Shares 20,000 Est. Cost $1.07 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CCJ	CAMECO CORP	95,660	$10.39M	2.8%	$85.87	—	—	13321L108
PLTR	PALANTIR TECHNOLOGIES INC	65,808	$9.626M	2.6%	$88.48	—	—	69608A108
B	BARRICK MNG CORP	204,395	$8.337M	2.3%	$37.42	—	—	06849F108
VST	VISTRA CORP	36,997	$5.562M	1.5%	$150.07	—	—	92840M102
FAZ	DIREXION SHARES ETF TRUST	97,997	$4.972M	1.3%	$50.74	—	—	25460E216
PSQ	PROSHARES TR	144,169	$4.641M	1.3%	$32.19	—	—	74349Y837
SARK	INVESTMENT MANAGERS SER TR I	70,992	$2.353M	0.6%	$30.25	—	—	46144X131
ICCM	ICECURE MEDICAL LTD CAESAREA	20,000	$6,020	0.0%	$1.07	—	—	M53071136

Decreased Positions (6)

HAL HALLIBURTON CO 2.3%

Value $8.42M (-13.9%) Shares 248,016 (-1.1%) Est. Cost $33.54 Unrealized —

ARM ARM HOLDINGS PLC 2.2%

Value $8.165M (+19.9%) Shares 23,028 (-48.9%) Est. Cost $151.28 Unrealized —

NVO NOVO-NORDISK A S 0.9%

Value $3.269M (+28.5%) Shares 68,179 (-1.5%) Est. Cost $36.75 Unrealized —

TRGP TARGA RES CORP 1.4%

Value $5.131M (+5.6%) Shares 19,135 (-1.2%) Est. Cost $201.70 Unrealized —

SO SOUTHERN CO 0.1%

Value $328K (-25.0%) Shares 3,424 (-24.4%) Est. Cost $89.54 Unrealized —

SNDK SANDISK CORP 2.4%

Value $8.833M (+0.7%) Shares 3,885 (-71.8%) Est. Cost $516.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HAL	HALLIBURTON CO	248,016 (-1.1%)	$8.42M (-13.9%)	2.3%	$33.54	—	COM	406216101
ARM	ARM HOLDINGS PLC	23,028 (-48.9%)	$8.165M (+19.9%)	2.2%	$151.28	—	SPONSORED ADS	042068205
NVO	NOVO-NORDISK A S	68,179 (-1.5%)	$3.269M (+28.5%)	0.9%	$36.75	—	ADR	670100205
TRGP	TARGA RES CORP	19,135 (-1.2%)	$5.131M (+5.6%)	1.4%	$201.70	—	COM	87612G101
SO	SOUTHERN CO	3,424 (-24.4%)	$328K (-25.0%)	0.1%	$89.54	—	COM	842587107
SNDK	SANDISK CORP	3,885 (-71.8%)	$8.833M (+0.7%)	2.4%	$516.50	—	COM	80004C200

Unchanged Positions (16)

AMD ADVANCED MICRO DEVICES INC 6.8%

Value $25.33M Shares 43,600 Est. Cost $193.30 Unrealized —

DELL DELL TECHNOLOGIES INC 5.8%

Value $21.31M Shares 49,401 Est. Cost $119.03 Unrealized —

GEV GE VERNOVA INC 3.3%

Value $12.21M Shares 10,396 Est. Cost $605.64 Unrealized —

PWR QUANTA SVCS INC 2.8%

Value $10.41M Shares 14,459 Est. Cost $486.21 Unrealized —

AGX ARGAN INC 2.0%

Value $7.469M Shares 9,353 Est. Cost $370.57 Unrealized —

GE GE AEROSPACE 2.6%

Value $9.808M Shares 26,243 Est. Cost $280.60 Unrealized —

TSEM TOWER SEMICONDUCTOR LTD 1.8%

Value $6.847M Shares 26,270 Est. Cost $128.86 Unrealized —

SEI SOLARIS ENERGY INFRAS INC 1.3%

Value $4.848M Shares 60,248 Est. Cost $53.03 Unrealized —

LNG CHENIERE ENERGY INC 1.7%

Value $6.325M Shares 26,463 Est. Cost $209.78 Unrealized —

VG VENTURE GLOBAL INC 0.5%

Value $1.985M Shares 178,383 Est. Cost $8.89 Unrealized —

DVN DEVON ENERGY CORP NEW 1.0%

Value $3.675M Shares 88,935 Est. Cost $40.25 Unrealized —

MP MP MATERIALS CORP 1.0%

Value $3.872M Shares 69,127 Est. Cost $63.26 Unrealized —

FTI TECHNIPFMC PLC 1.5%

Value $5.38M Shares 81,152 Est. Cost $56.35 Unrealized —

ETN EATON CORP PLC 0.1%

Value $311K Shares 730 Est. Cost $306.71 Unrealized —

EFXT ENERFLEX LTD 0.1%

Value $239K Shares 9,742 Est. Cost $17.54 Unrealized —

TTI TETRA TECHNOLOGIES INC DEL 0.0%

Value $137K Shares 12,079 Est. Cost $11.03 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	43,600	$25.33M	6.8%	$193.30	—	COM	007903107
DELL	DELL TECHNOLOGIES INC	49,401	$21.31M	5.8%	$119.03	—	CL C	24703L202
GEV	GE VERNOVA INC	10,396	$12.21M	3.3%	$605.64	—	COM	36828A101
PWR	QUANTA SVCS INC	14,459	$10.41M	2.8%	$486.21	—	COM	74762E102
AGX	ARGAN INC	9,353	$7.469M	2.0%	$370.57	—	COM	04010E109
GE	GE AEROSPACE	26,243	$9.808M	2.6%	$280.60	—	COM NEW	369604301
TSEM	TOWER SEMICONDUCTOR LTD	26,270	$6.847M	1.8%	$128.86	—	SHS NEW	M87915274
SEI	SOLARIS ENERGY INFRAS INC	60,248	$4.848M	1.3%	$53.03	—	COM CL A	83418M103
LNG	CHENIERE ENERGY INC	26,463	$6.325M	1.7%	$209.78	—	COM NEW	16411R208
VG	VENTURE GLOBAL INC	178,383	$1.985M	0.5%	$8.89	—	COM CL A	92333F101
DVN	DEVON ENERGY CORP NEW	88,935	$3.675M	1.0%	$40.25	—	COM	25179M103
MP	MP MATERIALS CORP	69,127	$3.872M	1.0%	$63.26	—	COM CL A	553368101
FTI	TECHNIPFMC PLC	81,152	$5.38M	1.5%	$56.35	—	COM	G87110105
ETN	EATON CORP PLC	730	$311K	0.1%	$306.71	—	SHS	G29183103
EFXT	ENERFLEX LTD	9,742	$239K	0.1%	$17.54	—	COM	29269R105
TTI	TETRA TECHNOLOGIES INC DEL	12,079	$137K	0.0%	$11.03	—	COM	88162F105