Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LGN	Legence Corp	150,000	$8.469M	8.2%	—	—	CL A	52476L109
FIX	Comfort Systems USA Inc	6,100	$8.412M	8.1%	—	—	COM	199908104
ONTO	Onto Innovation Inc	36,000	$7.383M	7.1%	—	—	COM	683344105
VRT	Vertiv Holdings Co	24,000	$6.014M	5.8%	—	—	COM CL A	92537N108
SIMO	Silicon Motion Technology Corp	39,000	$4.379M	4.2%	—	—	SPONSORED ADR	82706C108
TER	Teradyne Inc	14,000	$4.15M	4.0%	—	—	COM	880770102
CAMT	Camtek Ltd	23,500	$3.563M	3.4%	—	—	ORD	M20791105
COHR	Coherent Corp	13,000	$3.097M	3.0%	—	—	COM	19247G107
SMTC	Semtech Corp	40,000	$3.076M	3.0%	—	—	COM	816850101
HWM	Howmet Aerospace Inc	13,000	$2.996M	2.9%	—	—	COM	443201108
BE	Bloom Energy Corp	15,000	$2.032M	2.0%	—	—	COM CL A	093712107
AVPT	Avepoint Inc	190,000	$1.807M	1.7%	—	—	COM CL A	053604104
POWI	Power Integrations Inc	35,000	$1.792M	1.7%	—	—	COM	739276103
CCC	CCC Intelligent Solutions Holdings Inc	110,000	$660K	0.6%	—	—	COM	12510Q100
VERX	Vertex Inc	55,000	$654K	0.6%	—	—	CL A	92538J106
—	Braze Inc	100	$19,250	0.0%	—	—	CALL	10576N902

Increased Positions (1)

FN Fabrinet 12.6%

Value $13.04M (+54.8%) Shares 25,000 (+35.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FN	Fabrinet	25,000 (+35.1%)	$13.04M (+54.8%)	12.6%	—	—	SHS	G3323L100

Exited Positions (22)

SITM SITime Corp 14.6%

Value $15.19M Shares 43,000 Est. Cost — Unrealized —

AVGO Broadcom Inc 7.5%

Value $7.787M Shares 22,500 Est. Cost — Unrealized —

SNOW Snowflake Inc 6.8%

Value $7.02M Shares 32,000 Est. Cost — Unrealized —

AXON Axon Enterprise Inc 5.8%

Value $5.963M Shares 10,500 Est. Cost — Unrealized —

ANET Arista Networks Inc 5.7%

Value $5.896M Shares 45,000 Est. Cost — Unrealized —

ZS Zscaler Inc 5.4%

Value $5.623M Shares 25,000 Est. Cost — Unrealized —

AAON AAON Inc 3.8%

Value $3.889M Shares 51,000 Est. Cost — Unrealized —

MU Micron Technology Inc 3.6%

Value $3.71M Shares 13,000 Est. Cost — Unrealized —

MRVL Marvell Technology Group Ltd 3.2%

Value $3.314M Shares 39,000 Est. Cost — Unrealized —

CRDO Credo Technology Group Holding Ltd 2.8%

Value $2.878M Shares 20,000 Est. Cost — Unrealized —

META Meta Platforms Inc 2.5%

Value $2.64M Shares 4,000 Est. Cost — Unrealized —

MXL MaxLinear Inc 2.4%

Value $2.527M Shares 145,000 Est. Cost — Unrealized —

NRG NRG Energy Inc 2.3%

Value $2.389M Shares 15,000 Est. Cost — Unrealized —

CTAS Cintas Corp 1.8%

Value $1.881M Shares 10,000 Est. Cost — Unrealized —

WIX Wix Com Ltd 1.4%

Value $1.454M Shares 14,000 Est. Cost — Unrealized —

OS Onestream Inc 1.3%

Value $1.379M Shares 75,000 Est. Cost — Unrealized —

CWAN Clearwater Analytics Holdings Inc 1.3%

Value $1.327M Shares 55,000 Est. Cost — Unrealized —

AMZN Amazon Com Inc 0.7%

Value $692K Shares 3,000 Est. Cost — Unrealized —

— Jamf Holding Corp 0.3%

Value $348K Shares 700 Est. Cost — Unrealized —

— Celestica Inc 0.3%

Value $264K Shares 100 Est. Cost — Unrealized —

— Blackline Inc 0.1%

Value $87,975 Shares 207 Est. Cost — Unrealized —

— Marvell Technology Group Ltd 0.1%

Value $64,500 Shares 100 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SITM	SITime Corp	43,000	$15.19M	14.6%	—	—	—	82982T106
AVGO	Broadcom Inc	22,500	$7.787M	7.5%	—	—	—	11135F101
SNOW	Snowflake Inc	32,000	$7.02M	6.8%	—	—	—	833445109
AXON	Axon Enterprise Inc	10,500	$5.963M	5.8%	—	—	—	05464C101
ANET	Arista Networks Inc	45,000	$5.896M	5.7%	—	—	—	040413205
ZS	Zscaler Inc	25,000	$5.623M	5.4%	—	—	—	98980G102
AAON	AAON Inc	51,000	$3.889M	3.8%	—	—	—	000360206
MU	Micron Technology Inc	13,000	$3.71M	3.6%	—	—	—	595112103
MRVL	Marvell Technology Group Ltd	39,000	$3.314M	3.2%	—	—	—	573874104
CRDO	Credo Technology Group Holding Ltd	20,000	$2.878M	2.8%	—	—	—	G25457105
META	Meta Platforms Inc	4,000	$2.64M	2.5%	—	—	—	30303M102
MXL	MaxLinear Inc	145,000	$2.527M	2.4%	—	—	—	57776J100
NRG	NRG Energy Inc	15,000	$2.389M	2.3%	—	—	—	629377508
CTAS	Cintas Corp	10,000	$1.881M	1.8%	—	—	—	172908105
WIX	Wix Com Ltd	14,000	$1.454M	1.4%	—	—	—	M98068105
OS	Onestream Inc	75,000	$1.379M	1.3%	—	—	—	68278B107
CWAN	Clearwater Analytics Holdings Inc	55,000	$1.327M	1.3%	—	—	—	185123106
AMZN	Amazon Com Inc	3,000	$692K	0.7%	—	—	—	023135106
—	Jamf Holding Corp	700	$348K	0.3%	—	—	CALL	47074L905
—	Celestica Inc	100	$264K	0.3%	—	—	CALL	15101Q907
—	Blackline Inc	207	$87,975	0.1%	—	—	CALL	09239B909
—	Marvell Technology Group Ltd	100	$64,500	0.1%	—	—	CALL	573874904

Decreased Positions (9)

BL Blackline Inc 5.5%

Value $5.666M (-80.6%) Shares 153,143 (-71.0%) Est. Cost — Unrealized —

CGNT Cognyte Software Ltd 4.3%

Value $4.447M (-47.7%) Shares 549,032 (-39.3%) Est. Cost — Unrealized —

BRZE Braze Inc 0.7%

Value $708K (-83.3%) Shares 30,000 (-75.8%) Est. Cost — Unrealized —

CLS Celestica Inc 8.7%

Value $9.013M (-15.3%) Shares 32,000 (-11.1%) Est. Cost — Unrealized —

NFLX Netflix Inc 3.1%

Value $3.173M (-29.5%) Shares 33,000 (-31.3%) Est. Cost — Unrealized —

WEAV Weave Communications Inc 0.5%

Value $481K (-65.6%) Shares 104,188 (-43.4%) Est. Cost — Unrealized —

TTMI TTM Technologies Inc 3.2%

Value $3.312M (+9.1%) Shares 34,000 (-22.7%) Est. Cost — Unrealized —

AAOI Applied Optoelectronics Inc 4.8%

Value $5.016M (+5.0%) Shares 59,301 (-56.7%) Est. Cost — Unrealized —

OSPN OneSpan Inc 0.3%

Value $333K (-37.7%) Shares 31,641 (-24.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BL	Blackline Inc	153,143 (-71.0%)	$5.666M (-80.6%)	5.5%	—	—	COM	09239B109
CGNT	Cognyte Software Ltd	549,032 (-39.3%)	$4.447M (-47.7%)	4.3%	—	—	ORD SHS	M25133105
BRZE	Braze Inc	30,000 (-75.8%)	$708K (-83.3%)	0.7%	—	—	COM CL A	10576N102
CLS	Celestica Inc	32,000 (-11.1%)	$9.013M (-15.3%)	8.7%	—	—	COM	15101Q207
NFLX	Netflix Inc	33,000 (-31.3%)	$3.173M (-29.5%)	3.1%	—	—	COM	64110L106
WEAV	Weave Communications Inc	104,188 (-43.4%)	$481K (-65.6%)	0.5%	—	—	COM	94724R108
TTMI	TTM Technologies Inc	34,000 (-22.7%)	$3.312M (+9.1%)	3.2%	—	—	COM	87305R109
AAOI	Applied Optoelectronics Inc	59,301 (-56.7%)	$5.016M (+5.0%)	4.8%	—	—	COM	03823U102
OSPN	OneSpan Inc	31,641 (-24.0%)	$333K (-37.7%)	0.3%	—	—	COM	68287N100