Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PSTG	EVERPURE INC	233,000	$18.3M	1.9%	$78.55	—	CL A	74624M102
PANW	PALO ALTO NETWORKS INC	43,000	$14.64M	1.5%	$340.42	—	COM	697435105
PRIM	PRIMORIS SVCS CORP	135,000	$13.38M	1.4%	$99.14	—	COM	74164F103
AAPL	APPLE INC	45,000	$13.01M	1.4%	$289.00	—	COM	037833100
ONTO	ONTO INNOVATION INC	31,500	$11.92M	1.2%	$378.45	—	COM	683344105
SNX	TD SYNNEX CORPORATION	43,500	$11.63M	1.2%	$267.34	—	COM	87162W100
ALGT	ALLEGIANT TRAVEL CO	90,000	$10.58M	1.1%	$117.60	—	COM	01748X102
OSCR	OSCAR HEALTH INC	350,000	$9.982M	1.0%	$28.52	—	CL A	687793109
CBRS	CEREBRAS SYSTEMS INC	39,000	$8.658M	0.9%	$222.00	—	COM CL A	15675D103
RELY	REMITLY GLOBAL INC	375,000	$8.404M	0.9%	$22.41	—	COM	75960P104
DVN	DEVON ENERGY CORP NEW	200,000	$8.26M	0.9%	$41.30	—	COM	25179M103
GLW	CORNING INC	30,000	$7.662M	0.8%	$255.41	—	COM	219350105
VRTX	VERTEX PHARMACEUTICALS INC	15,000	$7.451M	0.8%	$496.73	—	COM	92532F100
JAZZ	JAZZ PHARMACEUTICALS PLC	30,000	$7.229M	0.8%	$240.97	—	SHS USD	G50871105
GSM	FERROGLOBE PLC	2,185,000	$6.948M	0.7%	$3.18	—	SHS	G33856108
AKAM	AKAMAI TECHNOLOGIES INC	56,000	$6.62M	0.7%	$118.21	—	COM	00971T101
ORCL	ORACLE CORP	45,000	$6.595M	0.7%	—	—	CALL	68389X105
MCHP	MICROCHIP TECHNOLOGY INC.	70,000	$6.335M	0.7%	$90.50	—	COM	595017104
SLB	SLB LIMITED	135,000	$6.276M	0.7%	$46.49	—	COM STK	806857108
CAMT	CAMTEK LTD	37,000	$6.035M	0.6%	$163.12	—	ORD	M20791105
CRM	SALESFORCE INC	36,000	$5.64M	0.6%	$156.66	—	COM	79466L302
GMTL	GUARDIAN METAL RES PLC	400,000	$5.604M	0.6%	$14.01	—	SPONSORED ADS	401382106
AAOI	APPLIED OPTOELECTRONICS INC	35,000	$5.134M	0.5%	$146.68	—	COM	03823U102
BWA	BORGWARNER INC	70,000	$4.648M	0.5%	$66.40	—	COM	099724106
NAVN	NAVAN INC	200,000	$4.574M	0.5%	$22.87	—	CL A	639193101
FCEL	FUELCELL ENERGY INC	125,000	$4.501M	0.5%	$25.70	—	CALL	35952H700
GFS	GLOBALFOUNDRIES INC	54,500	$4.491M	0.5%	$82.41	—	ORDINARY SHARES	G39387108
FLS	FLOWSERVE CORP	60,000	$4.45M	0.5%	$74.16	—	COM	34354P105
LRCX	LAM RESEARCH CORP	10,000	$4.333M	0.5%	$433.33	—	COM NEW	512807306
MANH	MANHATTAN ASSOCIATES INC	28,500	$3.969M	0.4%	$139.25	—	COM	562750109
GLBE	GLOBAL E ONLINE LTD	113,000	$3.924M	0.4%	$34.73	—	SHS	M5216V106
APH	AMPHENOL CORP	22,000	$3.879M	0.4%	$176.32	—	CL A	032095101
SHOP	SHOPIFY INC	32,500	$3.709M	0.4%	$114.12	—	CL A SUB VTG SHS	82509L107
WDC	WESTERN DIGITAL CORP	5,500	$3.513M	0.4%	$638.74	—	COM	958102105
AEVA	AEVA TECHNOLOGIES INC	121,500	$3.489M	0.4%	$28.72	—	COM NEW	00835Q202
COHU	COHU INC	41,700	$3.082M	0.3%	$73.91	—	COM	192576106
FLEX	FLEX LTD	19,000	$3.079M	0.3%	$162.07	—	ORD	Y2573F102
FTRE	FORTREA HLDGS INC	175,000	$3.045M	0.3%	$17.40	—	COMMON STOCK	34965K107
STM	STMICROELECTRONICS N V	41,000	$3.021M	0.3%	$73.69	—	NY REGISTRY	861012102
VECO	VEECO INSTRS INC DEL	37,000	$2.805M	0.3%	$75.80	—	COM	922417100
TEAM	ATLASSIAN CORPORATION	35,000	$2.723M	0.3%	$77.79	—	CALL	049468101
KBR	KBR INC	75,000	$2.59M	0.3%	$34.53	—	COM	48242W106
PSTG	EVERPURE INC	30,000	$2.364M	0.2%	$78.55	—	CALL	74624M102
PGY	PAGAYA TECHNOLOGIES LTD	125,000	$2.286M	0.2%	$18.29	—	CL A NEW	M7S64L123
TRIP	TRIPADVISOR INC	166,000	$2.276M	0.2%	$13.71	—	COM	896945201
BKR	BAKER HUGHES COMPANY	35,000	$1.942M	0.2%	$55.50	—	CL A	05722G100
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	50,000	$1.937M	0.2%	—	—	PUT	192446102
NBIS	NEBIUS GROUP N.V.	7,000	$1.919M	0.2%	$274.13	—	SHS CLASS A	N97284108
SNAP	SNAP INC	350,000	$1.554M	0.2%	$4.44	—	CL A	83304A106
CSGP	COSTAR GROUP INC	50,000	$1.416M	0.1%	—	—	PUT	22160N109
TRP	TC ENERGY CORP	20,000	$1.326M	0.1%	$66.29	—	COM	87807B107
AEVA	AEVA TECHNOLOGIES INC	45,000	$1.292M	0.1%	$28.72	—	CALL	00835Q202
AXTI	AXT INC	17,000	$1.213M	0.1%	$71.36	—	COM	00246W103
DSP	VIANT TECHNOLOGY INC	95,000	$1.203M	0.1%	$12.66	—	COM CL A	92557A101
NTSK	NETSKOPE INC	109,500	$1.198M	0.1%	$10.94	—	CL A	64119N608
OPRA	OPERA LTD	60,000	$1.19M	0.1%	$19.83	—	SPONSORED ADS	68373M107
EFX	EQUIFAX INC	7,000	$1.111M	0.1%	$158.72	—	COM	294429105
WES	WESTERN MIDSTREAM PARTNERS L	25,000	$1.094M	0.1%	$43.76	—	COM UNIT LP INT	958669103
CVLT	COMMVAULT SYS INC	6,100	$865K	0.1%	$141.73	—	COM	204166102
KFY	KORN FERRY	10,000	$666K	0.1%	—	—	PUT	500643200
NB	NIOCORP DEVS LTD	125,000	$603K	0.1%	$4.82	—	COM NEW	654484609
AXTI	AXT INC	8,000	$577K	0.1%	$71.36	—	CALL	00246W103
TEAM	ATLASSIAN CORPORATION	7,000	$545K	0.1%	$77.79	—	CL A	049468101
FIP	FTAI INFRASTRUCTURE INC	100,000	$464K	0.0%	$4.64	—	COMMON STOCK	35953C106
TROX	TRONOX HOLDINGS PLC	50,000	$315K	0.0%	$6.30	—	SHS	G9087Q102
SEDG	SOLAREDGE TECHNOLOGIES INC	5,000	$292K	0.0%	$58.44	—	COM	83417M104
USAR	USA RARE EARTH INC	10,000	$216K	0.0%	$21.62	—	COM	91733P107
DSP	VIANT TECHNOLOGY INC	12,500	$158K	0.0%	$12.66	—	CALL	92557A101

Increased Positions (29)

AMD ADVANCED MICRO DEVICES INC 5.6%

Value $54.02M (+3219.6%) Shares 93,000 (+1062.5%) Est. Cost $550.01 Unrealized —

ARM ARM HOLDINGS PLC 1.7%

Value $16.62M (+510.5%) Shares 47,000 (+161.1%) Est. Cost $276.18 Unrealized —

EBAY EBAY INC. 2.3%

Value $22.26M (+74.1%) Shares 201,000 (+43.1%) Est. Cost $94.99 Unrealized —

TWLO TWILIO INC 1.5%

Value $14.24M (+139.7%) Shares 69,000 (+46.2%) Est. Cost $149.92 Unrealized —

BE BLOOM ENERGY CORP 1.0%

Value $9.399M (+436.3%) Shares 31,000 (+138.5%) Est. Cost $216.59 Unrealized —

ENPH ENPHASE ENERGY INC 1.1%

Value $10.78M (+235.5%) Shares 220,000 (+158.8%) Est. Cost $44.50 Unrealized —

GOOG ALPHABET INC 1.6%

Value $15.35M (+78.3%) Shares 43,500 (+45.0%) Est. Cost $231.35 Unrealized —

RUN SUNRUN INC 2.2%

Value $21.41M (+39.1%) Shares 1,600,000 (+41.0%) Est. Cost $13.30 Unrealized —

ZM ZOOM COMMUNICATIONS INC 1.3%

Value $12.51M (+86.8%) Shares 145,000 (+74.7%) Est. Cost $87.32 Unrealized —

OKTA OKTA INC 1.1%

Value $10.44M (+96.2%) Shares 76,500 (+13.2%) Est. Cost $92.04 Unrealized —

LITE LUMENTUM HLDGS INC 0.9%

Value $8.525M (+95.3%) Shares 10,000 (+61.3%) Est. Cost $401.27 Unrealized —

FCEL FUELCELL ENERGY INC 0.5%

Value $4.355M (+1382.0%) Shares 120,000 (+166.7%) Est. Cost $25.70 Unrealized —

FLR FLUOR CORP 0.8%

Value $7.466M (+94.0%) Shares 142,500 (+72.7%) Est. Cost $46.74 Unrealized —

PI IMPINJ INC 0.5%

Value $4.727M (+300.2%) Shares 33,000 (+187.0%) Est. Cost $151.44 Unrealized —

TXN TEXAS INSTRS INC 0.4%

Value $3.875M (+232.7%) Shares 13,000 (+116.7%) Est. Cost $239.30 Unrealized —

EQIX EQUINIX INC 1.1%

Value $10.42M (+33.8%) Shares 10,000 (+25.8%) Est. Cost $821.16 Unrealized —

EOSE EOS ENERGY ENTERPRISES INC 0.3%

Value $3.227M (+116.9%) Shares 550,000 (+83.3%) Est. Cost $6.40 Unrealized —

NOW SERVICENOW INC 0.3%

Value $2.978M (+137.4%) Shares 30,000 (+150.0%) Est. Cost $129.42 Unrealized —

S SENTINELONE INC 0.2%

Value $2.002M (+238.0%) Shares 118,000 (+156.5%) Est. Cost $15.80 Unrealized —

ADMA ADMA BIOLOGICS INC 0.5%

Value $5.022M (+31.1%) Shares 600,000 (+41.2%) Est. Cost $14.45 Unrealized —

TAC TRANSALTA CORP 0.5%

Value $4.773M (+32.0%) Shares 345,000 (+25.5%) Est. Cost $12.07 Unrealized —

XIFR XPLR INFRASTRUCTURE LP 0.6%

Value $6.2M (+22.9%) Shares 525,000 (+10.5%) Est. Cost $12.56 Unrealized —

ET ENERGY TRANSFER L P 0.2%

Value $2.394M (+66.1%) Shares 125,000 (+66.7%) Est. Cost $18.64 Unrealized —

BOX BOX INC 0.7%

Value $6.37M (+14.2%) Shares 240,000 (+1.7%) Est. Cost $25.63 Unrealized —

TIC TIC SOLUTIONS INC 0.3%

Value $3.236M (+31.1%) Shares 400,000 (+6.7%) Est. Cost $10.48 Unrealized —

ALDX ALDEYRA THERAPEUTICS INC 0.2%

Value $2.077M (+29.4%) Shares 975,000 (+2.6%) Est. Cost $4.83 Unrealized —

LXU LSB INDS INC 0.1%

Value $811K (+117.7%) Shares 75,000 (+200.0%) Est. Cost $10.42 Unrealized —

SPWR SUNPOWER INC 0.1%

Value $973K (-20.2%) Shares 1,416,065 (+47.5%) Est. Cost $1.35 Unrealized —

VZ VERIZON COMMUNICATIONS INC 0.7%

Value $6.569M (+0.7%) Shares 155,000 (+19.2%) Est. Cost $43.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	93,000 (+1062.5%)	$54.02M (+3219.6%)	5.6%	$550.01	—	COM	007903107
ARM	ARM HOLDINGS PLC	47,000 (+161.1%)	$16.62M (+510.5%)	1.7%	$276.18	—	SPONSORED ADS	042068205
EBAY	EBAY INC.	201,000 (+43.1%)	$22.26M (+74.1%)	2.3%	$94.99	—	COM	278642103
TWLO	TWILIO INC	69,000 (+46.2%)	$14.24M (+139.7%)	1.5%	$149.92	—	CL A	90138F102
BE	BLOOM ENERGY CORP	31,000 (+138.5%)	$9.399M (+436.3%)	1.0%	$216.59	—	COM CL A	093712107
ENPH	ENPHASE ENERGY INC	220,000 (+158.8%)	$10.78M (+235.5%)	1.1%	$44.50	—	COM	29355A107
GOOG	ALPHABET INC	43,500 (+45.0%)	$15.35M (+78.3%)	1.6%	$231.35	—	CAP STK CL C	02079K107
RUN	SUNRUN INC	1,600,000 (+41.0%)	$21.41M (+39.1%)	2.2%	$13.30	—	COM	86771W105
ZM	ZOOM COMMUNICATIONS INC	145,000 (+74.7%)	$12.51M (+86.8%)	1.3%	$87.32	—	CL A	98980L101
OKTA	OKTA INC	76,500 (+13.2%)	$10.44M (+96.2%)	1.1%	$92.04	—	CL A	679295105
LITE	LUMENTUM HLDGS INC	10,000 (+61.3%)	$8.525M (+95.3%)	0.9%	$401.27	—	COM	55024U109
FCEL	FUELCELL ENERGY INC	120,000 (+166.7%)	$4.355M (+1382.0%)	0.5%	$25.70	—	COM NEW	35952H700
FLR	FLUOR CORP	142,500 (+72.7%)	$7.466M (+94.0%)	0.8%	$46.74	—	COM	343412102
PI	IMPINJ INC	33,000 (+187.0%)	$4.727M (+300.2%)	0.5%	$151.44	—	COM	453204109
TXN	TEXAS INSTRS INC	13,000 (+116.7%)	$3.875M (+232.7%)	0.4%	$239.30	—	COM	882508104
EQIX	EQUINIX INC	10,000 (+25.8%)	$10.42M (+33.8%)	1.1%	$821.16	—	COM	29444U700
EOSE	EOS ENERGY ENTERPRISES INC	550,000 (+83.3%)	$3.227M (+116.9%)	0.3%	$6.40	—	COM CL A	29415C101
NOW	SERVICENOW INC	30,000 (+150.0%)	$2.978M (+137.4%)	0.3%	$129.42	—	CALL	81762P102
S	SENTINELONE INC	118,000 (+156.5%)	$2.002M (+238.0%)	0.2%	$15.80	—	CL A	81730H109
ADMA	ADMA BIOLOGICS INC	600,000 (+41.2%)	$5.022M (+31.1%)	0.5%	$14.45	—	COM	000899104
TAC	TRANSALTA CORP	345,000 (+25.5%)	$4.773M (+32.0%)	0.5%	$12.07	—	COM	89346D107
XIFR	XPLR INFRASTRUCTURE LP	525,000 (+10.5%)	$6.2M (+22.9%)	0.6%	$12.56	—	COM UNIT PART IN	65341B106
ET	ENERGY TRANSFER L P	125,000 (+66.7%)	$2.394M (+66.1%)	0.2%	$18.64	—	COM UT LTD PTN	29273V100
BOX	BOX INC	240,000 (+1.7%)	$6.37M (+14.2%)	0.7%	$25.63	—	CL A	10316T104
TIC	TIC SOLUTIONS INC	400,000 (+6.7%)	$3.236M (+31.1%)	0.3%	$10.48	—	COM	00510N102
ALDX	ALDEYRA THERAPEUTICS INC	975,000 (+2.6%)	$2.077M (+29.4%)	0.2%	$4.83	—	COM	01438T106
LXU	LSB INDS INC	75,000 (+200.0%)	$811K (+117.7%)	0.1%	$10.42	—	COM	502160104
SPWR	SUNPOWER INC	1,416,065 (+47.5%)	$973K (-20.2%)	0.1%	$1.35	—	COM	20460L104
VZ	VERIZON COMMUNICATIONS INC	155,000 (+19.2%)	$6.569M (+0.7%)	0.7%	$43.59	—	COM	92343V104

Exited Positions (74)

SPY STATE STR SPDR S&P 500 ETF T 3.3%

Value $31.87M Shares 49,000 Est. Cost — Unrealized —

ANET ARISTA NETWORKS INC 2.2%

Value $21.33M Shares 173,700 Est. Cost $126.54 Unrealized —

META META PLATFORMS INC 1.7%

Value $16.02M Shares 28,000 Est. Cost $656.41 Unrealized —

AVGO BROADCOM INC 1.6%

Value $15.48M Shares 50,000 Est. Cost $248.71 Unrealized —

NVDA NVIDIA CORPORATION 1.6%

Value $15.26M Shares 87,500 Est. Cost $148.22 Unrealized —

AMZN AMAZON COM INC 1.0%

Value $9.997M Shares 48,000 Est. Cost $208.16 Unrealized —

BSX BOSTON SCIENTIFIC CORP 1.0%

Value $9.412M Shares 150,000 Est. Cost $85.82 Unrealized —

AMAT APPLIED MATLS INC 0.9%

Value $8.545M Shares 25,000 Est. Cost $326.57 Unrealized —

SNDK SANDISK CORP 0.9%

Value $8.259M Shares 13,000 Est. Cost $58.39 Unrealized —

AAPL APPLE INC 0.8%

Value $7.614M Shares 30,000 Est. Cost $289.00 Unrealized —

LSCC LATTICE SEMICONDUCTOR CORP 0.8%

Value $7.56M Shares 81,500 Est. Cost $62.60 Unrealized —

XLU SELECT SECTOR SPDR TR 0.7%

Value $6.876M Shares 150,000 Est. Cost $43.76 Unrealized —

MU MICRON TECHNOLOGY INC 0.6%

Value $5.743M Shares 17,000 Est. Cost $387.04 Unrealized —

ADI ANALOG DEVICES INC 0.5%

Value $5.09M Shares 16,000 Est. Cost $316.17 Unrealized —

MU MICRON TECHNOLOGY INC 0.5%

Value $4.727M Shares 14,000 Est. Cost $387.04 Unrealized —

LLY ELI LILLY & CO 0.5%

Value $4.599M Shares 5,000 Est. Cost $955.55 Unrealized —

ATEX ANTERIX INC 0.4%

Value $4.201M Shares 110,000 Est. Cost $27.41 Unrealized —

ROKU ROKU INC 0.4%

Value $3.927M Shares 41,500 Est. Cost $97.34 Unrealized —

EQIX EQUINIX INC 0.4%

Value $3.921M Shares 4,000 Est. Cost $821.16 Unrealized —

NFLX NETFLIX INC. 0.4%

Value $3.846M Shares 40,000 Est. Cost $87.43 Unrealized —

HON HONEYWELL INTL INC 0.4%

Value $3.729M Shares 16,500 Est. Cost $225.93 Unrealized —

HPE HEWLETT PACKARD ENTERPRISE C 0.4%

Value $3.691M Shares 155,000 Est. Cost — Unrealized —

NXE NEXGEN ENERGY LTD 0.4%

Value $3.48M Shares 300,000 Est. Cost $8.43 Unrealized —

BKD BROOKDALE SR LIVING INC 0.4%

Value $3.42M Shares 250,000 Est. Cost $13.85 Unrealized —

ORA ORMAT TECHNOLOGIES INC 0.3%

Value $3.358M Shares 30,000 Est. Cost $109.32 Unrealized —

ANET ARISTA NETWORKS INC 0.3%

Value $3.07M Shares 25,000 Est. Cost $126.54 Unrealized —

DOCN DIGITALOCEAN HLDGS INC 0.3%

Value $3.002M Shares 35,000 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $2.96M Shares 8,000 Est. Cost $415.18 Unrealized —

BRBR BELLRING BRANDS INC 0.3%

Value $2.816M Shares 175,000 Est. Cost $31.04 Unrealized —

COHR COHERENT CORP 0.2%

Value $2.382M Shares 10,000 Est. Cost — Unrealized —

BOX BOX INC 0.2%

Value $2.364M Shares 100,000 Est. Cost $25.63 Unrealized —

INTC INTEL CORP 0.2%

Value $2.342M Shares 53,000 Est. Cost $25.07 Unrealized —

SMTC SEMTECH CORP 0.2%

Value $2.307M Shares 30,000 Est. Cost $66.77 Unrealized —

NET CLOUDFLARE INC 0.2%

Value $2.228M Shares 10,800 Est. Cost $182.40 Unrealized —

TER TERADYNE INC 0.2%

Value $2.223M Shares 7,500 Est. Cost $103.78 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 0.2%

Value $2.111M Shares 11,000 Est. Cost $191.92 Unrealized —

AMPX AMPRIUS TECHNOLOGIES INC 0.2%

Value $2.106M Shares 125,000 Est. Cost $10.86 Unrealized —

FTNT FORTINET INC 0.2%

Value $2.092M Shares 25,600 Est. Cost $79.98 Unrealized —

UPWK UPWORK INC 0.2%

Value $2.082M Shares 190,000 Est. Cost $17.93 Unrealized —

FFIV F5 INC 0.2%

Value $2.054M Shares 7,100 Est. Cost $272.46 Unrealized —

FTNT FORTINET INC 0.2%

Value $2.043M Shares 25,000 Est. Cost $79.98 Unrealized —

DIOD DIODES INC 0.2%

Value $2.014M Shares 29,500 Est. Cost $60.99 Unrealized —

UBER UBER TECHNOLOGIES INC 0.2%

Value $1.762M Shares 24,500 Est. Cost $78.72 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value $1.744M Shares 10,000 Est. Cost $148.22 Unrealized —

AEIS ADVANCED ENERGY INDS 0.2%

Value $1.614M Shares 5,000 Est. Cost $150.20 Unrealized —

MTZ MASTEC INC 0.2%

Value $1.609M Shares 5,000 Est. Cost $183.12 Unrealized —

EQT EQT CORP 0.2%

Value $1.591M Shares 25,000 Est. Cost $56.13 Unrealized —

DT DYNATRACE INC 0.2%

Value $1.479M Shares 40,000 Est. Cost $38.41 Unrealized —

STKL SUNOPTA INC 0.1%

Value $1.426M Shares 220,000 Est. Cost $6.62 Unrealized —

CEG CONSTELLATION ENERGY CORP 0.1%

Value $1.393M Shares 5,000 Est. Cost $301.15 Unrealized —

MOS MOSAIC CO 0.1%

Value $1.275M Shares 50,000 Est. Cost — Unrealized —

TASK TASKUS INC 0.1%

Value $1.141M Shares 170,000 Est. Cost $10.97 Unrealized —

XLF SELECT SECTOR SPDR TR 0.1%

Value $1.136M Shares 23,000 Est. Cost $49.39 Unrealized —

CNXC CONCENTRIX CORP 0.1%

Value $1.094M Shares 40,000 Est. Cost — Unrealized —

DQ DAQO NEW ENERGY CORP 0.1%

Value $1.063M Shares 50,000 Est. Cost — Unrealized —

XLF SELECT SECTOR SPDR TR 0.1%

Value $987K Shares 20,000 Est. Cost $49.39 Unrealized —

PLXS PLEXUS CORP 0.1%

Value $911K Shares 4,500 Est. Cost $186.06 Unrealized —

CRTO CRITEO S A 0.1%

Value $905K Shares 50,500 Est. Cost $17.93 Unrealized —

INTC INTEL CORP 0.1%

Value $794K Shares 18,000 Est. Cost $25.07 Unrealized —

MGNI MAGNITE INC 0.1%

Value $772K Shares 65,000 Est. Cost $13.81 Unrealized —

EXLS EXLSERVICE HLDGS INC 0.1%

Value $761K Shares 25,000 Est. Cost — Unrealized —

RAMP LIVERAMP HLDGS INC 0.1%

Value $743K Shares 28,000 Est. Cost $25.33 Unrealized —

ARRY ARRAY TECHNOLOGIES INC 0.1%

Value $723K Shares 100,000 Est. Cost $10.13 Unrealized —

LSCC LATTICE SEMICONDUCTOR CORP 0.1%

Value $649K Shares 7,000 Est. Cost $62.60 Unrealized —

TWLO TWILIO INC 0.1%

Value $629K Shares 5,000 Est. Cost $149.92 Unrealized —

HIMX HIMAX TECHNOLOGIES INC 0.1%

Value $622K Shares 79,000 Est. Cost $7.87 Unrealized —

DIS DISNEY WALT CO 0.1%

Value $578K Shares 6,000 Est. Cost $109.45 Unrealized —

TASK TASKUS INC 0.0%

Value $436K Shares 65,000 Est. Cost $10.97 Unrealized —

OKTA OKTA INC 0.0%

Value $394K Shares 5,000 Est. Cost $92.04 Unrealized —

RAMP LIVERAMP HLDGS INC 0.0%

Value $371K Shares 14,000 Est. Cost $25.33 Unrealized —

ALB ALBEMARLE CORP 0.0%

Value $269K Shares 1,500 Est. Cost $171.25 Unrealized —

TDC TERADATA CORP DEL 0.0%

Value $256K Shares 10,000 Est. Cost $30.27 Unrealized —

SNAP SNAP INC 0.0%

Value $230K Shares 50,000 Est. Cost $4.44 Unrealized —

TDC TERADATA CORP DEL 0.0%

Value $205K Shares 8,000 Est. Cost $30.27 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	49,000	$31.87M	3.3%	—	—	CALL	78462F103
ANET	ARISTA NETWORKS INC	173,700	$21.33M	2.2%	$126.54	—	—	040413205
META	META PLATFORMS INC	28,000	$16.02M	1.7%	$656.41	—	—	30303M102
AVGO	BROADCOM INC	50,000	$15.48M	1.6%	$248.71	—	CALL	11135F101
NVDA	NVIDIA CORPORATION	87,500	$15.26M	1.6%	$148.22	—	—	67066G104
AMZN	AMAZON COM INC	48,000	$9.997M	1.0%	$208.16	—	CALL	023135106
BSX	BOSTON SCIENTIFIC CORP	150,000	$9.412M	1.0%	$85.82	—	—	101137107
AMAT	APPLIED MATLS INC	25,000	$8.545M	0.9%	$326.57	—	—	038222105
SNDK	SANDISK CORP	13,000	$8.259M	0.9%	$58.39	—	CALL	80004C200
AAPL	APPLE INC	30,000	$7.614M	0.8%	$289.00	—	PUT	037833100
LSCC	LATTICE SEMICONDUCTOR CORP	81,500	$7.56M	0.8%	$62.60	—	—	518415104
XLU	SELECT SECTOR SPDR TR	150,000	$6.876M	0.7%	$43.76	—	—	81369Y886
MU	MICRON TECHNOLOGY INC	17,000	$5.743M	0.6%	$387.04	—	CALL	595112103
ADI	ANALOG DEVICES INC	16,000	$5.09M	0.5%	$316.17	—	—	032654105
MU	MICRON TECHNOLOGY INC	14,000	$4.727M	0.5%	$387.04	—	—	595112103
LLY	ELI LILLY & CO	5,000	$4.599M	0.5%	$955.55	—	—	532457108
ATEX	ANTERIX INC	110,000	$4.201M	0.4%	$27.41	—	—	03676C100
ROKU	ROKU INC	41,500	$3.927M	0.4%	$97.34	—	—	77543R102
EQIX	EQUINIX INC	4,000	$3.921M	0.4%	$821.16	—	CALL	29444U700
NFLX	NETFLIX INC.	40,000	$3.846M	0.4%	$87.43	—	—	64110L106
HON	HONEYWELL INTL INC	16,500	$3.729M	0.4%	$225.93	—	—	438516106
HPE	HEWLETT PACKARD ENTERPRISE C	155,000	$3.691M	0.4%	—	—	PUT	42824C109
NXE	NEXGEN ENERGY LTD	300,000	$3.48M	0.4%	$8.43	—	—	65340P106
BKD	BROOKDALE SR LIVING INC	250,000	$3.42M	0.4%	$13.85	—	—	112463104
ORA	ORMAT TECHNOLOGIES INC	30,000	$3.358M	0.3%	$109.32	—	—	686688102
ANET	ARISTA NETWORKS INC	25,000	$3.07M	0.3%	$126.54	—	CALL	040413205
DOCN	DIGITALOCEAN HLDGS INC	35,000	$3.002M	0.3%	—	—	PUT	25402D102
MSFT	MICROSOFT CORP	8,000	$2.96M	0.3%	$415.18	—	—	594918104
BRBR	BELLRING BRANDS INC	175,000	$2.816M	0.3%	$31.04	—	—	07831C103
COHR	COHERENT CORP	10,000	$2.382M	0.2%	—	—	PUT	19247G107
BOX	BOX INC	100,000	$2.364M	0.2%	$25.63	—	CALL	10316T104
INTC	INTEL CORP	53,000	$2.342M	0.2%	$25.07	—	—	458140100
SMTC	SEMTECH CORP	30,000	$2.307M	0.2%	$66.77	—	CALL	816850101
NET	CLOUDFLARE INC	10,800	$2.228M	0.2%	$182.40	—	—	18915M107
TER	TERADYNE INC	7,500	$2.223M	0.2%	$103.78	—	—	880770102
RSP	INVESCO EXCHANGE TRADED FD T	11,000	$2.111M	0.2%	$191.92	—	—	46137V357
AMPX	AMPRIUS TECHNOLOGIES INC	125,000	$2.106M	0.2%	$10.86	—	—	03214Q108
FTNT	FORTINET INC	25,600	$2.092M	0.2%	$79.98	—	—	34959E109
UPWK	UPWORK INC	190,000	$2.082M	0.2%	$17.93	—	—	91688F104
FFIV	F5 INC	7,100	$2.054M	0.2%	$272.46	—	—	315616102
FTNT	FORTINET INC	25,000	$2.043M	0.2%	$79.98	—	CALL	34959E109
DIOD	DIODES INC	29,500	$2.014M	0.2%	$60.99	—	—	254543101
UBER	UBER TECHNOLOGIES INC	24,500	$1.762M	0.2%	$78.72	—	—	90353T100
NVDA	NVIDIA CORPORATION	10,000	$1.744M	0.2%	$148.22	—	CALL	67066G104
AEIS	ADVANCED ENERGY INDS	5,000	$1.614M	0.2%	$150.20	—	—	007973100
MTZ	MASTEC INC	5,000	$1.609M	0.2%	$183.12	—	—	576323109
EQT	EQT CORP	25,000	$1.591M	0.2%	$56.13	—	—	26884L109
DT	DYNATRACE INC	40,000	$1.479M	0.2%	$38.41	—	—	268150109
STKL	SUNOPTA INC	220,000	$1.426M	0.1%	$6.62	—	—	8676EP108
CEG	CONSTELLATION ENERGY CORP	5,000	$1.393M	0.1%	$301.15	—	—	21037T109
MOS	MOSAIC CO	50,000	$1.275M	0.1%	—	—	CALL	61945C103
TASK	TASKUS INC	170,000	$1.141M	0.1%	$10.97	—	CALL	87652V109
XLF	SELECT SECTOR SPDR TR	23,000	$1.136M	0.1%	$49.39	—	—	81369Y605
CNXC	CONCENTRIX CORP	40,000	$1.094M	0.1%	—	—	PUT	20602D101
DQ	DAQO NEW ENERGY CORP	50,000	$1.063M	0.1%	—	—	CALL	23703Q203
XLF	SELECT SECTOR SPDR TR	20,000	$987K	0.1%	$49.39	—	CALL	81369Y605
PLXS	PLEXUS CORP	4,500	$911K	0.1%	$186.06	—	—	729132100
CRTO	CRITEO S A	50,500	$905K	0.1%	$17.93	—	—	226718104
INTC	INTEL CORP	18,000	$794K	0.1%	$25.07	—	CALL	458140100
MGNI	MAGNITE INC	65,000	$772K	0.1%	$13.81	—	CALL	55955D100
EXLS	EXLSERVICE HLDGS INC	25,000	$761K	0.1%	—	—	PUT	302081104
RAMP	LIVERAMP HLDGS INC	28,000	$743K	0.1%	$25.33	—	CALL	53815P108
ARRY	ARRAY TECHNOLOGIES INC	100,000	$723K	0.1%	$10.13	—	—	04271T100
LSCC	LATTICE SEMICONDUCTOR CORP	7,000	$649K	0.1%	$62.60	—	CALL	518415104
TWLO	TWILIO INC	5,000	$629K	0.1%	$149.92	—	CALL	90138F102
HIMX	HIMAX TECHNOLOGIES INC	79,000	$622K	0.1%	$7.87	—	—	43289P106
DIS	DISNEY WALT CO	6,000	$578K	0.1%	$109.45	—	—	254687106
TASK	TASKUS INC	65,000	$436K	0.0%	$10.97	—	—	87652V109
OKTA	OKTA INC	5,000	$394K	0.0%	$92.04	—	CALL	679295105
RAMP	LIVERAMP HLDGS INC	14,000	$371K	0.0%	$25.33	—	—	53815P108
ALB	ALBEMARLE CORP	1,500	$269K	0.0%	$171.25	—	—	012653101
TDC	TERADATA CORP DEL	10,000	$256K	0.0%	$30.27	—	CALL	88076W103
SNAP	SNAP INC	50,000	$230K	0.0%	$4.44	—	CALL	83304A106
TDC	TERADATA CORP DEL	8,000	$205K	0.0%	$30.27	—	—	88076W103

Decreased Positions (33)

SNDK SANDISK CORP 5.9%

Value $56.69M (+112.2%) Shares 25,000 (-40.5%) Est. Cost $58.39 Unrealized —

AVGO BROADCOM INC 0.8%

Value $7.927M (-71.4%) Shares 21,000 (-76.5%) Est. Cost $248.71 Unrealized —

SEZL SEZZLE INC 3.8%

Value $36.9M (+94.3%) Shares 215,000 (-28.3%) Est. Cost $68.03 Unrealized —

UTHR UNITED THERAPEUTICS CORP DEL 1.7%

Value $16.25M (-45.2%) Shares 30,000 (-40.0%) Est. Cost $480.44 Unrealized —

SMTC SEMTECH CORP 0.8%

Value $7.283M (-63.4%) Shares 45,000 (-82.6%) Est. Cost $66.77 Unrealized —

WULF TERAWULF INC 2.5%

Value $23.69M (+56.7%) Shares 966,000 (-8.0%) Est. Cost $4.48 Unrealized —

BTSG BRIGHTSPRING HEALTH SVCS INC 2.4%

Value $22.67M (+52.0%) Shares 325,000 (-7.1%) Est. Cost $22.45 Unrealized —

MOD MODINE MFG CO 1.3%

Value $12.02M (-39.1%) Shares 45,000 (-50.6%) Est. Cost $175.40 Unrealized —

AMZN AMAZON COM INC 1.7%

Value $16.45M (-25.5%) Shares 69,000 (-34.9%) Est. Cost $208.16 Unrealized —

NOW SERVICENOW INC 0.2%

Value $2.135M (-71.8%) Shares 21,500 (-70.3%) Est. Cost $129.42 Unrealized —

VIAV VIAVI SOLUTIONS INC 1.9%

Value $18.62M (+39.9%) Shares 390,000 (-2.5%) Est. Cost $16.15 Unrealized —

AVY AVERY DENNISON CORP 0.2%

Value $1.948M (-71.8%) Shares 12,000 (-70.0%) Est. Cost $180.29 Unrealized —

AGI ALAMOS GOLD INC 0.3%

Value $3.186M (-59.0%) Shares 105,000 (-40.0%) Est. Cost $28.59 Unrealized —

DNN DENISON MINES CORP 0.1%

Value $1.224M (-75.2%) Shares 400,000 (-71.4%) Est. Cost $2.16 Unrealized —

CIFR CIPHER DIGITAL INC 1.0%

Value $9.18M (+58.6%) Shares 375,000 (-16.7%) Est. Cost $16.67 Unrealized —

HUT HUT 8 CORP 1.1%

Value $10.39M (+47.7%) Shares 90,000 (-40.0%) Est. Cost $18.53 Unrealized —

FLNC FLUENCE ENERGY INC 0.0%

Value $395K (-84.5%) Shares 20,000 (-89.2%) Est. Cost $22.74 Unrealized —

CVS CVS HEALTH CORP 0.4%

Value $4.138M (-32.2%) Shares 40,000 (-52.9%) Est. Cost $64.19 Unrealized —

ALK ALASKA AIR GROUP INC 0.8%

Value $7.83M (+29.0%) Shares 150,000 (-9.1%) Est. Cost $52.50 Unrealized —

SHLS SHOALS TECHNOLOGIES GROUP IN 1.7%

Value $16.48M (+10.8%) Shares 1,665,000 (-26.3%) Est. Cost $9.37 Unrealized —

SKE SKEENA RES LTD NEW 0.4%

Value $3.866M (-25.7%) Shares 145,000 (-17.1%) Est. Cost $30.52 Unrealized —

WGS GENEDX HOLDINGS CORP 0.5%

Value $5.149M (-19.8%) Shares 75,000 (-25.0%) Est. Cost $88.68 Unrealized —

BWXT BWX TECHNOLOGIES INC 0.4%

Value $3.893M (-23.8%) Shares 20,000 (-20.0%) Est. Cost $116.37 Unrealized —

METC RAMACO RES INC 0.1%

Value $1.323M (-46.5%) Shares 100,000 (-37.5%) Est. Cost $20.31 Unrealized —

TEVA TEVA PHARMACEUTICAL INDS LTD 1.6%

Value $15.75M (-5.8%) Shares 465,000 (-16.2%) Est. Cost $18.96 Unrealized —

ZM ZOOM COMMUNICATIONS INC 0.1%

Value $1.122M (-39.3%) Shares 13,000 (-43.5%) Est. Cost $87.32 Unrealized —

ITRI ITRON INC 0.1%

Value $649K (-51.7%) Shares 7,500 (-50.0%) Est. Cost $108.26 Unrealized —

CCJ CAMECO CORP 0.2%

Value $1.783M (-27.1%) Shares 17,500 (-22.2%) Est. Cost $76.65 Unrealized —

WOLF WOLFSPEED INC 0.3%

Value $2.895M (+26.6%) Shares 60,000 (-57.1%) Est. Cost $22.94 Unrealized —

HIMX HIMAX TECHNOLOGIES INC 0.1%

Value $1.074M (+70.6%) Shares 70,000 (-12.5%) Est. Cost $7.87 Unrealized —

MP MP MATERIALS CORP 0.0%

Value $280K (-61.3%) Shares 5,000 (-66.7%) Est. Cost $61.74 Unrealized —

MGNI MAGNITE INC 0.1%

Value $1.091M (+17.8%) Shares 57,500 (-26.3%) Est. Cost $13.81 Unrealized —

AMSC AMERICAN SUPERCONDUCTOR CORP 0.1%

Value $830K (-1.9%) Shares 20,000 (-20.0%) Est. Cost $31.71 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	25,000 (-40.5%)	$56.69M (+112.2%)	5.9%	$58.39	—	COM	80004C200
AVGO	BROADCOM INC	21,000 (-76.5%)	$7.927M (-71.4%)	0.8%	$248.71	—	COM	11135F101
SEZL	SEZZLE INC	215,000 (-28.3%)	$36.9M (+94.3%)	3.8%	$68.03	—	COM	78435P105
UTHR	UNITED THERAPEUTICS CORP DEL	30,000 (-40.0%)	$16.25M (-45.2%)	1.7%	$480.44	—	COM	91307C102
SMTC	SEMTECH CORP	45,000 (-82.6%)	$7.283M (-63.4%)	0.8%	$66.77	—	COM	816850101
WULF	TERAWULF INC	966,000 (-8.0%)	$23.69M (+56.7%)	2.5%	$4.48	—	COM	88080T104
BTSG	BRIGHTSPRING HEALTH SVCS INC	325,000 (-7.1%)	$22.67M (+52.0%)	2.4%	$22.45	—	COM	10950A106
MOD	MODINE MFG CO	45,000 (-50.6%)	$12.02M (-39.1%)	1.3%	$175.40	—	COM	607828100
AMZN	AMAZON COM INC	69,000 (-34.9%)	$16.45M (-25.5%)	1.7%	$208.16	—	COM	023135106
NOW	SERVICENOW INC	21,500 (-70.3%)	$2.135M (-71.8%)	0.2%	$129.42	—	COM	81762P102
VIAV	VIAVI SOLUTIONS INC	390,000 (-2.5%)	$18.62M (+39.9%)	1.9%	$16.15	—	COM	925550105
AVY	AVERY DENNISON CORP	12,000 (-70.0%)	$1.948M (-71.8%)	0.2%	$180.29	—	COM	053611109
AGI	ALAMOS GOLD INC	105,000 (-40.0%)	$3.186M (-59.0%)	0.3%	$28.59	—	COM CL A	011532108
DNN	DENISON MINES CORP	400,000 (-71.4%)	$1.224M (-75.2%)	0.1%	$2.16	—	COM	248356107
CIFR	CIPHER DIGITAL INC	375,000 (-16.7%)	$9.18M (+58.6%)	1.0%	$16.67	—	COM	17253J106
HUT	HUT 8 CORP	90,000 (-40.0%)	$10.39M (+47.7%)	1.1%	$18.53	—	COM	44812J104
FLNC	FLUENCE ENERGY INC	20,000 (-89.2%)	$395K (-84.5%)	0.0%	$22.74	—	COM CL A	34379V103
CVS	CVS HEALTH CORP	40,000 (-52.9%)	$4.138M (-32.2%)	0.4%	$64.19	—	COM	126650100
ALK	ALASKA AIR GROUP INC	150,000 (-9.1%)	$7.83M (+29.0%)	0.8%	$52.50	—	COM	011659109
SHLS	SHOALS TECHNOLOGIES GROUP IN	1,665,000 (-26.3%)	$16.48M (+10.8%)	1.7%	$9.37	—	CL A	82489W107
SKE	SKEENA RES LTD NEW	145,000 (-17.1%)	$3.866M (-25.7%)	0.4%	$30.52	—	COM	83056P715
WGS	GENEDX HOLDINGS CORP	75,000 (-25.0%)	$5.149M (-19.8%)	0.5%	$88.68	—	COM CL A	81663L200
BWXT	BWX TECHNOLOGIES INC	20,000 (-20.0%)	$3.893M (-23.8%)	0.4%	$116.37	—	COM	05605H100
METC	RAMACO RES INC	100,000 (-37.5%)	$1.323M (-46.5%)	0.1%	$20.31	—	COM CL A	75134P600
TEVA	TEVA PHARMACEUTICAL INDS LTD	465,000 (-16.2%)	$15.75M (-5.8%)	1.6%	$18.96	—	SPONSORED ADS	881624209
ZM	ZOOM COMMUNICATIONS INC	13,000 (-43.5%)	$1.122M (-39.3%)	0.1%	$87.32	—	CALL	98980L101
ITRI	ITRON INC	7,500 (-50.0%)	$649K (-51.7%)	0.1%	$108.26	—	COM	465741106
CCJ	CAMECO CORP	17,500 (-22.2%)	$1.783M (-27.1%)	0.2%	$76.65	—	COM	13321L108
WOLF	WOLFSPEED INC	60,000 (-57.1%)	$2.895M (+26.6%)	0.3%	$22.94	—	COMMON STOCK	97785W106
HIMX	HIMAX TECHNOLOGIES INC	70,000 (-12.5%)	$1.074M (+70.6%)	0.1%	$7.87	—	CALL	43289P106
MP	MP MATERIALS CORP	5,000 (-66.7%)	$280K (-61.3%)	0.0%	$61.74	—	COM CL A	553368101
MGNI	MAGNITE INC	57,500 (-26.3%)	$1.091M (+17.8%)	0.1%	$13.81	—	COM	55955D100
AMSC	AMERICAN SUPERCONDUCTOR CORP	20,000 (-20.0%)	$830K (-1.9%)	0.1%	$31.71	—	SHS NEW	030111207

Unchanged Positions (15)

VCYT VERACYTE INC 0.8%

Value $7.341M Shares 125,000 Est. Cost $40.31 Unrealized —

BKD BROOKDALE SR LIVING INC 1.2%

Value $11.1M Shares 690,000 Est. Cost $13.85 Unrealized —

ORN ORION GROUP HLDGS INC 0.4%

Value $3.364M Shares 200,000 Est. Cost $7.72 Unrealized —

CWEN CLEARWAY ENERGY INC 0.5%

Value $4.785M Shares 140,000 Est. Cost $28.89 Unrealized —

NU NU HLDGS LTD 0.9%

Value $9.005M Shares 675,000 Est. Cost $12.71 Unrealized —

ESOA ENERGY SERVICES OF AMER CORP 0.2%

Value $1.934M Shares 100,000 Est. Cost $10.26 Unrealized —

LODE COMSTOCK INC 0.2%

Value $1.456M Shares 350,000 Est. Cost $3.38 Unrealized —

MIR MIRION TECHNOLOGIES INC 0.6%

Value $5.827M Shares 325,000 Est. Cost $14.77 Unrealized —

AMLP ALPS ETF TR 1.1%

Value $10.37M Shares 200,000 Est. Cost $52.64 Unrealized —

ALDX ALDEYRA THERAPEUTICS INC 0.1%

Value $639K Shares 300,000 Est. Cost $4.83 Unrealized —

HASI HA SUSTAINABLE INFRA CAP INC 0.2%

Value $2.148M Shares 55,000 Est. Cost $22.78 Unrealized —

PROF PROFOUND MED CORP 0.4%

Value $3.824M Shares 575,000 Est. Cost $7.58 Unrealized —

WMB WILLIAMS COS INC 0.4%

Value $3.717M Shares 50,000 Est. Cost $57.82 Unrealized —

IE IVANHOE ELECTRIC INC 0.0%

Value $240K Shares 25,000 Est. Cost $17.36 Unrealized —

BIOX BIOCERES CROP SOLUTIONS CORP 0.0%

Value $166K Shares 475,000 Est. Cost $2.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VCYT	VERACYTE INC	125,000	$7.341M	0.8%	$40.31	—	COM	92337F107
BKD	BROOKDALE SR LIVING INC	690,000	$11.1M	1.2%	$13.85	—	CALL	112463104
ORN	ORION GROUP HLDGS INC	200,000	$3.364M	0.4%	$7.72	—	COM	68628V308
CWEN	CLEARWAY ENERGY INC	140,000	$4.785M	0.5%	$28.89	—	CL C	18539C204
NU	NU HLDGS LTD	675,000	$9.005M	0.9%	$12.71	—	ORD SHS CL A	G6683N103
ESOA	ENERGY SERVICES OF AMER CORP	100,000	$1.934M	0.2%	$10.26	—	COM	29271Q103
LODE	COMSTOCK INC	350,000	$1.456M	0.2%	$3.38	—	COM SHS	205750409
MIR	MIRION TECHNOLOGIES INC	325,000	$5.827M	0.6%	$14.77	—	COM CL A	60471A101
AMLP	ALPS ETF TR	200,000	$10.37M	1.1%	$52.64	—	ALERIAN MLP	00162Q452
ALDX	ALDEYRA THERAPEUTICS INC	300,000	$639K	0.1%	$4.83	—	CALL	01438T106
HASI	HA SUSTAINABLE INFRA CAP INC	55,000	$2.148M	0.2%	$22.78	—	COM	41068X100
PROF	PROFOUND MED CORP	575,000	$3.824M	0.4%	$7.58	—	COM NEW	74319B502
WMB	WILLIAMS COS INC	50,000	$3.717M	0.4%	$57.82	—	COM	969457100
IE	IVANHOE ELECTRIC INC	25,000	$240K	0.0%	$17.36	—	COM	46578C108
BIOX	BIOCERES CROP SOLUTIONS CORP	475,000	$166K	0.0%	$2.91	—	SHS	G1117K114