Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SGOV	ISHARES TR	205,275	$20.67M	19.2%	$100.68	$100.56	+0.1%	0-3 MNTH TREASRY	46436E718
MU	MICRON TECHNOLOGY INC	4,900	$5.219M	4.8%	$1065.10	$949.89	+12.1%	COM	595112103
WDC	WESTERN DIGITAL CORP.	10,405	$4.729M	4.4%	$454.49	$486.18	-6.5%	COM	958102105
AMAT	APPLIED MATLS INC	3,980	$2.035M	1.9%	$511.31	$507.76	+0.7%	COM	038222105
QQQ	INVESCO QQQ TR	2,435	$1.801M	1.7%	$739.63	$714.57	+3.5%	UNIT SER 1	46090E103
KLAC	KLA CORP	5,670	$1.105M	1.0%	$194.89	$196.18	-0.6%	COM NEW	482480100
ASML	ASML HOLDING N V	545	$987K	0.9%	$1811.01	$1733.64	+4.5%	N Y REGISTRY SHS	N07059210
LRCX	LAM RESEARCH CORP	2,611	$858K	0.8%	$328.61	$312.25	+5.2%	COM NEW	512807306
SNDK	SANDISK CORP	493	$858K	0.8%	$1740.37	$1564.36	+11.2%	COM	80004C200
COHR	COHERENT CORP	2,710	$780K	0.7%	$287.82	$300.25	-4.1%	COM	19247G107

Increased Positions (5)

TSM TAIWAN SEMICONDUCTOR MFG LTD 7.1%

Value $7.612M (+106.5%) Shares 16,685 (+116.1%) Share Price $456.22 Est. Cost/Share $386.88 Unrealized @ Report Date +17.9%

ORCL ORACLE CORP 3.7%

Value $3.998M (+82.6%) Shares 29,120 (+94.9%) Share Price $137.29 Est. Cost/Share $179.34 Unrealized @ Report Date -23.4%

AVGO BROADCOM INC 6.0%

Value $6.486M (+8.9%) Shares 18,470 (+17.1%) Share Price $351.16 Est. Cost/Share $340.05 Unrealized @ Report Date +3.3%

BKNG BOOKING HOLDINGS INC 4.4%

Value $4.72M (+12.6%) Shares 28,974 (+23.2%) Share Price $162.90 Est. Cost/Share $173.85 Unrealized @ Report Date -6.3%

MYRG MYR GROUP INC DEL 0.6%

Value $652K (+15.4%) Shares 2,230 (+97.5%) Share Price $292.38 Est. Cost/Share $373.77 Unrealized @ Report Date -21.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	16,685 (+116.1%)	$7.612M (+106.5%)	7.1%	$456.22	$386.88	+17.9%	SPONSORED ADS	874039100
ORCL	ORACLE CORP	29,120 (+94.9%)	$3.998M (+82.6%)	3.7%	$137.29	$179.34	-23.4%	COM	68389X105
AVGO	BROADCOM INC	18,470 (+17.1%)	$6.486M (+8.9%)	6.0%	$351.16	$340.05	+3.3%	COM	11135F101
BKNG	BOOKING HOLDINGS INC	28,974 (+23.2%)	$4.72M (+12.6%)	4.4%	$162.90	$173.85	-6.3%	COM	09857L108
MYRG	MYR GROUP INC DEL	2,230 (+97.5%)	$652K (+15.4%)	0.6%	$292.38	$373.77	-21.8%	COM	55405W104

Exited Positions (11)

META META PLATFORMS INC 4.7%

Value $5.07M Shares 9,001 Share Price $563.27 * Est. Cost/Share $650.87 Unrealized @ Report Date +11.4%

CRM SALESFORCE INC 3.0%

Value $3.266M Shares 20,845 Share Price $156.68 * Est. Cost/Share $268.93 Unrealized @ Report Date -14.6%

QCOM QUALCOMM INC 2.7%

Value $2.909M Shares 15,740 Share Price $184.82 Est. Cost/Share $145.96 Unrealized @ Report Date +26.1%

MELI MERCADOLIBRE INC 2.7%

Value $2.865M Shares 1,688 Share Price $1697.27 Est. Cost/Share $2100.46 Unrealized @ Report Date -17.7%

ADBE ADOBE INC 1.5%

Value $1.657M Shares 8,080 Share Price $205.07 * Est. Cost/Share $369.08 Unrealized @ Report Date -35.0%

ETN EATON CORP PLC 1.5%

Value $1.606M Shares 3,770 Share Price $425.99 Est. Cost/Share $403.27 Unrealized @ Report Date +6.6%

LYFT LYFT INC 1.4%

Value $1.53M Shares 104,710 Share Price $14.61 * Est. Cost/Share $15.48 Unrealized @ Report Date -3.0%

JD JD.COM INC 1.0%

Value $1.038M Shares 40,750 Share Price $25.47 * Est. Cost/Share $36.04 Unrealized @ Report Date -26.2%

CRWV COREWEAVE INC 0.9%

Value $995K Shares 10,000 Share Price $99.50 * Est. Cost/Share $107.95 Unrealized @ Report Date -19.3%

EQIX EQUINIX INC 0.9%

Value $992K Shares 952 Share Price $1042.02 Est. Cost/Share $1042.02 Unrealized @ Report Date —

DLR DIGITAL RLTY TR INC 0.9%

Value $971K Shares 5,405 Share Price $179.65 Est. Cost/Share $179.65 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
META	META PLATFORMS INC	9,001	$5.07M	4.7%	$563.27 *	$650.87	+11.4%	—	30303M102
CRM	SALESFORCE INC	20,845	$3.266M	3.0%	$156.68 *	$268.93	-14.6%	—	79466L302
QCOM	QUALCOMM INC	15,740	$2.909M	2.7%	$184.82	$145.96	+26.1%	—	747525103
MELI	MERCADOLIBRE INC	1,688	$2.865M	2.7%	$1697.27	$2100.46	-17.7%	—	58733R102
ADBE	ADOBE INC	8,080	$1.657M	1.5%	$205.07 *	$369.08	-35.0%	—	00724F101
ETN	EATON CORP PLC	3,770	$1.606M	1.5%	$425.99	$403.27	+6.6%	—	G29183103
LYFT	LYFT INC	104,710	$1.53M	1.4%	$14.61 *	$15.48	-3.0%	—	55087P104
JD	JD.COM INC	40,750	$1.038M	1.0%	$25.47 *	$36.04	-26.2%	—	47215P106
CRWV	COREWEAVE INC	10,000	$995K	0.9%	$99.50 *	$107.95	-19.3%	—	21873S108
EQIX	EQUINIX INC	952	$992K	0.9%	$1042.02	$1042.02	—	—	29444U700
DLR	DIGITAL RLTY TR INC	5,405	$971K	0.9%	$179.65	$179.65	—	—	253868103

Decreased Positions (2)

NVDA NVIDIA CORPORATION 2.9%

Value $3.135M (-79.6%) Shares 13,729 (-82.2%) Share Price $228.35 Est. Cost/Share $200.69 Unrealized @ Report Date +13.8%

AMZN AMAZON COM INC 5.6%

Value $5.996M (-48.5%) Shares 24,065 (-50.7%) Share Price $249.16 Est. Cost/Share $229.53 Unrealized @ Report Date +8.5%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORPORATION	13,729 (-82.2%)	$3.135M (-79.6%)	2.9%	$228.35	$200.69	+13.8%	COM	67066G104
AMZN	AMAZON COM INC	24,065 (-50.7%)	$5.996M (-48.5%)	5.6%	$249.16	$229.53	+8.5%	COM	023135106

Unchanged Positions (9)

MSFT MICROSOFT CORP 9.4%

Value $10.09M Shares 19,664 Share Price $512.92 Est. Cost/Share $500.58 Unrealized @ Report Date +2.5%

VRT VERTIV HOLDINGS CO 1.1%

Value $1.156M Shares 4,790 Share Price $241.34 Est. Cost/Share $317.15 Unrealized @ Report Date -23.9%

GOOGL ALPHABET INC 7.9%

Value $8.51M Shares 24,732 Share Price $344.09 Est. Cost/Share $342.58 Unrealized @ Report Date +0.4%

BABA ALIBABA GROUP HLDG LTD 2.5%

Value $2.672M Shares 24,850 Share Price $107.53 Est. Cost/Share $162.85 Unrealized @ Report Date -34.0%

NXT NEXTRACKER INC 0.5%

Value $538K Shares 6,900 Share Price $77.97 Est. Cost/Share $123.40 Unrealized @ Report Date -36.8%

UBER UBER TECHNOLOGIES INC 4.9%

Value $5.238M Shares 76,453 Share Price $68.51 Est. Cost/Share $90.05 Unrealized @ Report Date -23.9%

HSAI HESAI GROUP 1.4%

Value $1.537M Shares 96,380 Share Price $15.95 Est. Cost/Share $20.46 Unrealized @ Report Date -22.0%

NFLX NETFLIX INC 4.9%

Value $5.317M Shares 76,420 Share Price $69.58 Est. Cost/Share $98.57 Unrealized @ Report Date -29.4%

PWR QUANTA SVCS INC 0.9%

Value $938K Shares 1,460 Share Price $642.47 Est. Cost/Share $683.53 Unrealized @ Report Date -6.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MSFT	MICROSOFT CORP	19,664	$10.09M	9.4%	$512.92	$500.58	+2.5%	COM	594918104
VRT	VERTIV HOLDINGS CO	4,790	$1.156M	1.1%	$241.34	$317.15	-23.9%	COM CL A	92537N108
GOOGL	ALPHABET INC	24,732	$8.51M	7.9%	$344.09	$342.58	+0.4%	CAP STK CL A	02079K305
BABA	ALIBABA GROUP HLDG LTD	24,850	$2.672M	2.5%	$107.53	$162.85	-34.0%	SPONSORED ADS	01609W102
NXT	NEXTRACKER INC	6,900	$538K	0.5%	$77.97	$123.40	-36.8%	CLASS A COM	65290E101
UBER	UBER TECHNOLOGIES INC	76,453	$5.238M	4.9%	$68.51	$90.05	-23.9%	COM	90353T100
HSAI	HESAI GROUP	96,380	$1.537M	1.4%	$15.95	$20.46	-22.0%	SPONSORED ADS	428050108
NFLX	NETFLIX INC	76,420	$5.317M	4.9%	$69.58	$98.57	-29.4%	COM	64110L106
PWR	QUANTA SVCS INC	1,460	$938K	0.9%	$642.47	$683.53	-6.0%	COM	74762E102