Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	101,000	$57.79M	3.8%	$655.57	0.0%	CL A	30303M102
SNDK	SANDISK CORP	61,000	$38.76M	2.6%	$516.50	0.0%	COM	80004C200
LRCX	LAM RESEARCH CORP	175,000	$37.39M	2.5%	$225.94	0.0%	COM NEW	512807306
CIEN	CIENA CORP	91,000	$35.33M	2.3%	$270.92	0.0%	COM NEW	171779309
AMAT	APPLIED MATLS INC	95,000	$32.47M	2.1%	$326.57	0.0%	COM	038222105
DASH	DOORDASH INC	183,000	$27.48M	1.8%	$196.68	0.0%	CL A	25809K105
CSGP	COSTAR GROUP INC	666,900	$26.9M	1.8%	$56.92	0.0%	COM	22160N109
EXPE	EXPEDIA GROUP INC	75,000	$17.32M	1.1%	$253.44	0.0%	COM NEW	30212P303
ADI	ANALOG DEVICES INC	52,000	$16.54M	1.1%	$316.17	0.0%	COM	032654105
GDS	GDS HLDGS LTD	400,000	$16.12M	1.1%	$40.29	—	SPONSORED ADS	36165L108
PDD	PDD HOLDINGS INC	153,000	$15.63M	1.0%	$102.18	—	SPONSORED ADS	722304102
WDAY	WORKDAY INC	118,300	$15.37M	1.0%	$172.62	0.0%	CL A	98138H101
LYV	LIVE NATION ENTERTAINMENT IN	100,000	$15.25M	1.0%	$148.31	0.0%	COM	538034109
TCOM	TRIP COM GROUP LTD	300,000	$14.94M	1.0%	$49.79	—	ADS	89677Q107
AEIS	ADVANCED ENERGY INDS	44,000	$14.2M	0.9%	$270.51	0.0%	COM	007973100
LLYVK	LIBERTY LIVE HOLDINGS INC	150,000	$14.12M	0.9%	$86.65	0.0%	COM SHS SER C	530909308
RDDT	REDDIT INC	90,000	$12.12M	0.8%	$189.65	0.0%	CL A	75734B100
SMCI	SUPER MICRO COMPUTER INC	525,000	$11.95M	0.8%	$31.10	0.0%	COM NEW	86800U302
FWONK	LIBERTY MEDIA CORP DEL	140,000	$11.9M	0.8%	$85.02	—	COM LBTY ONE S C	531229755
TER	TERADYNE INC	30,000	$8.894M	0.6%	$265.87	0.0%	COM	880770102
FIG	FIGMA INC	400,000	$8.456M	0.6%	$28.40	0.0%	CLASS A COM STK	316841105
RBLX	ROBLOX CORP	125,000	$7.07M	0.5%	$71.75	0.0%	CL A	771049103
LYFT	LYFT INC	300,322	$3.994M	0.3%	$16.77	0.0%	CL A COM	55087P104
FWONA	LIBERTY MEDIA CORP DEL	20,000	$1.562M	0.1%	$78.08	—	COM LBTY ONE S A	531229771

Increased Positions (27)

GLW CORNING INC 5.4%

Value $81.58M (+269.2%) Shares 600,000 (+137.8%) Est. Cost $100.87 Unrealized +10.7%

CRWV COREWEAVE INC 1.8%

Value $27.19M (+3697.2%) Shares 351,000 (+3410.0%) Est. Cost $92.24 Unrealized -0.8%

EQIX EQUINIX INC 4.1%

Value $61.76M (+72.5%) Shares 63,000 (+34.8%) Est. Cost $779.49 Unrealized -2.0%

AFRM AFFIRM HLDGS INC 1.8%

Value $27.49M (+484.6%) Shares 600,000 (+849.6%) Est. Cost $63.13 Unrealized +2.5%

WBD WARNER BROS DISCOVERY INC 2.0%

Value $29.82M (+180.7%) Shares 1,086,000 (+194.6%) Est. Cost $26.59 Unrealized +6.2%

VZ VERIZON COMMUNICATIONS INC 2.7%

Value $40.71M (+82.5%) Shares 811,000 (+48.1%) Est. Cost $41.57 Unrealized +5.4%

TMUS T-MOBILE US INC 4.1%

Value $63.01M (+40.3%) Shares 300,000 (+35.7%) Est. Cost $209.39 Unrealized -4.4%

INTU INTUIT 2.1%

Value $32.04M (+118.7%) Shares 74,100 (+235.1%) Est. Cost $563.78 Unrealized -11.7%

OMC OMNICOM GROUP INC 1.8%

Value $26.61M (+39.1%) Shares 353,400 (+49.1%) Est. Cost $76.02 Unrealized +0.7%

AMZN AMAZON COM INC 2.1%

Value $31.24M (+29.8%) Shares 150,000 (+43.9%) Est. Cost $228.19 Unrealized -0.6%

MNDY MONDAY COM LTD 0.5%

Value $8.203M (-44.7%) Shares 118,700 (+18.1%) Est. Cost $159.35 Unrealized -31.3%

HUBS HUBSPOT INC 2.0%

Value $30.71M (+26.7%) Shares 125,800 (+108.3%) Est. Cost $350.51 Unrealized -16.8%

GRAB GRAB HOLDINGS LIMITED 1.1%

Value $16.74M (+61.1%) Shares 4,575,000 (+119.6%) Est. Cost $4.96 Unrealized -9.5%

PCOR PROCORE TECHNOLOGIES INC 1.4%

Value $21.75M (+37.6%) Shares 381,600 (+75.6%) Est. Cost $68.07 Unrealized -11.4%

NFLX NETFLIX INC. 1.7%

Value $25.48M (+30.3%) Shares 265,000 (+27.1%) Est. Cost $104.90 Unrealized -20.1%

SE SEA LTD 0.8%

Value $12.5M (+84.4%) Shares 151,000 (+184.1%) Est. Cost $116.58 Unrealized —

ROKU ROKU INC 0.7%

Value $11.35M (+100.8%) Shares 120,000 (+130.2%) Est. Cost $87.46 Unrealized +12.6%

WMG WARNER MUSIC GROUP CORP 1.4%

Value $21.55M (+34.8%) Shares 843,836 (+61.9%) Est. Cost $29.96 Unrealized -1.5%

IBIT ISHARES BITCOIN TRUST ETF 1.3%

Value $19.21M (+38.6%) Shares 500,000 (+79.1%) Est. Cost $44.13 Unrealized —

NTNX NUTANIX INC 2.0%

Value $30.04M (-14.2%) Shares 790,400 (+16.7%) Est. Cost $58.61 Unrealized -25.5%

FTNT FORTINET INC 1.7%

Value $26.25M (+21.6%) Shares 321,200 (+18.2%) Est. Cost $87.38 Unrealized -8.5%

XYZ BLOCK INC 1.0%

Value $14.8M (+45.3%) Shares 246,000 (+57.1%) Est. Cost $69.48 Unrealized -13.2%

SPOT SPOTIFY TECHNOLOGY S A 2.2%

Value $33.94M (+12.2%) Shares 70,000 (+34.3%) Est. Cost $647.62 Unrealized -23.2%

PTON PELOTON INTERACTIVE INC 0.4%

Value $6.435M (+100.5%) Shares 1,500,000 (+187.9%) Est. Cost $6.24 Unrealized -13.0%

BKNG BOOKING HOLDINGS INC 1.7%

Value $25.26M (+13.2%) Shares 6,000 (+44.0%) Est. Cost $4657.17 Unrealized +2.7%

BILL BILL HOLDINGS INC 0.3%

Value $4.179M (+142.5%) Shares 109,100 (+245.3%) Est. Cost $48.26 Unrealized -2.6%

GTM ZOOMINFO TECHNOLOGIES INC 0.5%

Value $7.584M (-9.9%) Shares 1,268,300 (+53.2%) Est. Cost $9.54 Unrealized -14.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLW	CORNING INC	600,000 (+137.8%)	$81.58M (+269.2%)	5.4%	$100.87	+10.7%	COM	219350105
CRWV	COREWEAVE INC	351,000 (+3410.0%)	$27.19M (+3697.2%)	1.8%	$92.24	-0.8%	COM CL A	21873S108
EQIX	EQUINIX INC	63,000 (+34.8%)	$61.76M (+72.5%)	4.1%	$779.49	-2.0%	COM	29444U700
AFRM	AFFIRM HLDGS INC	600,000 (+849.6%)	$27.49M (+484.6%)	1.8%	$63.13	+2.5%	COM CL A	00827B106
WBD	WARNER BROS DISCOVERY INC	1,086,000 (+194.6%)	$29.82M (+180.7%)	2.0%	$26.59	+6.2%	COM SER A	934423104
VZ	VERIZON COMMUNICATIONS INC	811,000 (+48.1%)	$40.71M (+82.5%)	2.7%	$41.57	+5.4%	COM	92343V104
TMUS	T-MOBILE US INC	300,000 (+35.7%)	$63.01M (+40.3%)	4.1%	$209.39	-4.4%	COM	872590104
INTU	INTUIT	74,100 (+235.1%)	$32.04M (+118.7%)	2.1%	$563.78	-11.7%	COM	461202103
OMC	OMNICOM GROUP INC	353,400 (+49.1%)	$26.61M (+39.1%)	1.8%	$76.02	+0.7%	COM	681919106
AMZN	AMAZON COM INC	150,000 (+43.9%)	$31.24M (+29.8%)	2.1%	$228.19	-0.6%	COM	023135106
MNDY	MONDAY COM LTD	118,700 (+18.1%)	$8.203M (-44.7%)	0.5%	$159.35	-31.3%	SHS	M7S64H106
HUBS	HUBSPOT INC	125,800 (+108.3%)	$30.71M (+26.7%)	2.0%	$350.51	-16.8%	COM	443573100
GRAB	GRAB HOLDINGS LIMITED	4,575,000 (+119.6%)	$16.74M (+61.1%)	1.1%	$4.96	-9.5%	CLASS A ORD	G4124C109
PCOR	PROCORE TECHNOLOGIES INC	381,600 (+75.6%)	$21.75M (+37.6%)	1.4%	$68.07	-11.4%	COM	74275K108
NFLX	NETFLIX INC.	265,000 (+27.1%)	$25.48M (+30.3%)	1.7%	$104.90	-20.1%	COM	64110L106
SE	SEA LTD	151,000 (+184.1%)	$12.5M (+84.4%)	0.8%	$116.58	—	SPONSORD ADS	81141R100
ROKU	ROKU INC	120,000 (+130.2%)	$11.35M (+100.8%)	0.7%	$87.46	+12.6%	COM CL A	77543R102
WMG	WARNER MUSIC GROUP CORP	843,836 (+61.9%)	$21.55M (+34.8%)	1.4%	$29.96	-1.5%	COM CL A	934550203
IBIT	ISHARES BITCOIN TRUST ETF	500,000 (+79.1%)	$19.21M (+38.6%)	1.3%	$44.13	—	SHS BEN INT	46438F101
NTNX	NUTANIX INC	790,400 (+16.7%)	$30.04M (-14.2%)	2.0%	$58.61	-25.5%	CL A	67059N108
FTNT	FORTINET INC	321,200 (+18.2%)	$26.25M (+21.6%)	1.7%	$87.38	-8.5%	COM	34959E109
XYZ	BLOCK INC	246,000 (+57.1%)	$14.8M (+45.3%)	1.0%	$69.48	-13.2%	CL A	852234103
SPOT	SPOTIFY TECHNOLOGY S A	70,000 (+34.3%)	$33.94M (+12.2%)	2.2%	$647.62	-23.2%	SHS	L8681T102
PTON	PELOTON INTERACTIVE INC	1,500,000 (+187.9%)	$6.435M (+100.5%)	0.4%	$6.24	-13.0%	CL A COM	70614W100
BKNG	BOOKING HOLDINGS INC	6,000 (+44.0%)	$25.26M (+13.2%)	1.7%	$4657.17	+2.7%	COM	09857L108
BILL	BILL HOLDINGS INC	109,100 (+245.3%)	$4.179M (+142.5%)	0.3%	$48.26	-2.6%	COM	090043100
GTM	ZOOMINFO TECHNOLOGIES INC	1,268,300 (+53.2%)	$7.584M (-9.9%)	0.5%	$9.54	-14.9%	COMMON STOCK	98980F104

Exited Positions (34)

NVDA NVIDIA CORPORATION 3.8%

Value $58.24M Shares 312,289 Est. Cost $142.21 Unrealized +31.2%

DIS DISNEY WALT CO 3.0%

Value $44.93M Shares 394,915 Est. Cost $103.57 Unrealized +5.7%

DKNG DRAFTKINGS INC NEW 2.4%

Value $35.92M Shares 1,042,460 Est. Cost $38.75 Unrealized -25.3%

FLUT FLUTTER ENTMT PLC 2.2%

Value $33.64M Shares 156,422 Est. Cost $241.96 Unrealized -31.2%

CVNA CARVANA CO 1.9%

Value $29M Shares 68,721 Est. Cost $357.61 Unrealized +14.2%

EBAY EBAY INC. 1.9%

Value $28.15M Shares 323,181 Est. Cost $86.87 Unrealized +2.8%

GOOGL ALPHABET INC 1.7%

Value $26.1M Shares 83,372 Est. Cost $163.29 Unrealized +98.0%

AMKR AMKOR TECHNOLOGY INC 1.2%

Value $18.52M Shares 469,121 Est. Cost $35.54 Unrealized +39.3%

TWLO TWILIO INC 0.9%

Value $14.37M Shares 101,002 Est. Cost $112.58 Unrealized +8.3%

MCHP MICROCHIP TECHNOLOGY INC. 0.9%

Value $13.28M Shares 208,457 Est. Cost $61.35 Unrealized +23.5%

MDB MONGODB INC 0.9%

Value $13.11M Shares 31,242 Est. Cost $257.06 Unrealized +46.3%

ONTO ONTO INNOVATION INC 0.8%

Value $12.33M Shares 78,101 Est. Cost $142.02 Unrealized +45.6%

SATS ECHOSTAR CORP 0.8%

Value $12.01M Shares 110,498 Est. Cost $81.43 Unrealized +42.9%

MU MICRON TECHNOLOGY INC 0.8%

Value $11.88M Shares 41,640 Est. Cost $229.35 Unrealized +68.8%

ETSY ETSY INC 0.7%

Value $10.99M Shares 198,232 Est. Cost $54.25 Unrealized +2.9%

CWAN CLEARWATER ANALYTICS HLDGS I 0.7%

Value $10.16M Shares 421,242 Est. Cost $20.03 Unrealized +19.0%

STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%

Value $7.174M Shares 26,049 Est. Cost $258.92 Unrealized +45.4%

CVLT COMMVAULT SYS INC 0.2%

Value $3.705M Shares 29,551 Est. Cost $140.69 Unrealized -26.9%

WDC WESTERN DIGITAL CORP 0.2%

Value $3.592M Shares 20,850 Est. Cost $151.55 Unrealized +65.8%

FISV FISERV INC 0.2%

Value $3.499M Shares 52,090 Est. Cost $83.87 Unrealized -23.7%

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $1.481M Shares 5,000 Est. Cost $259.55 Unrealized +9.4%

DELL DELL TECHNOLOGIES INC 0.1%

Value $1.259M Shares 10,000 Est. Cost $140.75 Unrealized -15.4%

COIN COINBASE GLOBAL INC 0.1%

Value $1.131M Shares 5,000 Est. Cost $339.07 Unrealized -40.8%

ARM ARM HOLDINGS PLC 0.1%

Value $1.093M Shares 10,000 Est. Cost $109.31 Unrealized —

IREN IREN LIMITED 0.1%

Value $944K Shares 25,000 Est. Cost $51.59 Unrealized -6.4%

CPNG COUPANG INC 0.1%

Value $944K Shares 40,000 Est. Cost $30.23 Unrealized -34.3%

PYPL PAYPAL HLDGS INC 0.1%

Value $876K Shares 15,000 Est. Cost $67.98 Unrealized -26.3%

NBIS NEBIUS GROUP N.V. 0.1%

Value $837K Shares 10,000 Est. Cost $69.43 Unrealized +38.8%

ALAB ASTERA LABS INC 0.1%

Value $832K Shares 5,000 Est. Cost $164.44 Unrealized -4.1%

VRT VERTIV HOLDINGS CO 0.1%

Value $810K Shares 5,000 Est. Cost $173.58 Unrealized +15.1%

CRCL CIRCLE INTERNET GROUP INC 0.1%

Value $793K Shares 10,000 Est. Cost $158.24 Unrealized -55.9%

DLR DIGITAL RLTY TR INC 0.1%

Value $774K Shares 5,000 Est. Cost $163.13 Unrealized -5.0%

ANET ARISTA NETWORKS INC 0.0%

Value $655K Shares 5,000 Est. Cost $128.77 Unrealized +4.9%

STUB STUBHUB HLDGS INC 0.0%

Value $338K Shares 25,000 Est. Cost $17.81 Unrealized -32.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	312,289	$58.24M	3.8%	$142.21	+31.2%	—	67066G104
DIS	DISNEY WALT CO	394,915	$44.93M	3.0%	$103.57	+5.7%	—	254687106
DKNG	DRAFTKINGS INC NEW	1,042,460	$35.92M	2.4%	$38.75	-25.3%	—	26142V105
FLUT	FLUTTER ENTMT PLC	156,422	$33.64M	2.2%	$241.96	-31.2%	—	G3643J108
CVNA	CARVANA CO	68,721	$29M	1.9%	$357.61	+14.2%	—	146869102
EBAY	EBAY INC.	323,181	$28.15M	1.9%	$86.87	+2.8%	—	278642103
GOOGL	ALPHABET INC	83,372	$26.1M	1.7%	$163.29	+98.0%	—	02079K305
AMKR	AMKOR TECHNOLOGY INC	469,121	$18.52M	1.2%	$35.54	+39.3%	—	031652100
TWLO	TWILIO INC	101,002	$14.37M	0.9%	$112.58	+8.3%	—	90138F102
MCHP	MICROCHIP TECHNOLOGY INC.	208,457	$13.28M	0.9%	$61.35	+23.5%	—	595017104
MDB	MONGODB INC	31,242	$13.11M	0.9%	$257.06	+46.3%	—	60937P106
ONTO	ONTO INNOVATION INC	78,101	$12.33M	0.8%	$142.02	+45.6%	—	683344105
SATS	ECHOSTAR CORP	110,498	$12.01M	0.8%	$81.43	+42.9%	—	278768106
MU	MICRON TECHNOLOGY INC	41,640	$11.88M	0.8%	$229.35	+68.8%	—	595112103
ETSY	ETSY INC	198,232	$10.99M	0.7%	$54.25	+2.9%	—	29786A106
CWAN	CLEARWATER ANALYTICS HLDGS I	421,242	$10.16M	0.7%	$20.03	+19.0%	—	185123106
STX	SEAGATE TECHNOLOGY HLDNGS PL	26,049	$7.174M	0.5%	$258.92	+45.4%	—	G7997R103
CVLT	COMMVAULT SYS INC	29,551	$3.705M	0.2%	$140.69	-26.9%	—	204166102
WDC	WESTERN DIGITAL CORP	20,850	$3.592M	0.2%	$151.55	+65.8%	—	958102105
FISV	FISERV INC	52,090	$3.499M	0.2%	$83.87	-23.7%	—	337738108
IBM	INTERNATIONAL BUSINESS MACHS	5,000	$1.481M	0.1%	$259.55	+9.4%	—	459200101
DELL	DELL TECHNOLOGIES INC	10,000	$1.259M	0.1%	$140.75	-15.4%	—	24703L202
COIN	COINBASE GLOBAL INC	5,000	$1.131M	0.1%	$339.07	-40.8%	—	19260Q107
ARM	ARM HOLDINGS PLC	10,000	$1.093M	0.1%	$109.31	—	—	042068205
IREN	IREN LIMITED	25,000	$944K	0.1%	$51.59	-6.4%	—	Q4982L109
CPNG	COUPANG INC	40,000	$944K	0.1%	$30.23	-34.3%	—	22266T109
PYPL	PAYPAL HLDGS INC	15,000	$876K	0.1%	$67.98	-26.3%	—	70450Y103
NBIS	NEBIUS GROUP N.V.	10,000	$837K	0.1%	$69.43	+38.8%	—	N97284108
ALAB	ASTERA LABS INC	5,000	$832K	0.1%	$164.44	-4.1%	—	04626A103
VRT	VERTIV HOLDINGS CO	5,000	$810K	0.1%	$173.58	+15.1%	—	92537N108
CRCL	CIRCLE INTERNET GROUP INC	10,000	$793K	0.1%	$158.24	-55.9%	—	172573107
DLR	DIGITAL RLTY TR INC	5,000	$774K	0.1%	$163.13	-5.0%	—	253868103
ANET	ARISTA NETWORKS INC	5,000	$655K	0.0%	$128.77	+4.9%	—	040413205
STUB	STUBHUB HLDGS INC	25,000	$338K	0.0%	$17.81	-32.4%	—	86384P109

Decreased Positions (13)

FOX FOX CORP 0.5%

Value $7.868M (-83.4%) Shares 148,178 (-79.7%) Est. Cost $53.43 Unrealized +13.7%

TEAM ATLASSIAN CORPORATION 0.8%

Value $12.55M (-70.9%) Shares 183,900 (-30.9%) Est. Cost $169.55 Unrealized -33.2%

CART MAPLEBEAR INC 1.4%

Value $21.65M (-42.5%) Shares 578,024 (-30.9%) Est. Cost $44.31 Unrealized -13.7%

LITE LUMENTUM HLDGS INC 3.3%

Value $49.9M (+44.5%) Shares 71,000 (-24.2%) Est. Cost $124.70 Unrealized +274.6%

MSFT MICROSOFT CORP 1.9%

Value $29.61M (-34.0%) Shares 80,000 (-13.8%) Est. Cost $463.91 Unrealized -6.3%

AMD ADVANCED MICRO DEVICES INC 1.5%

Value $22.38M (-33.1%) Shares 110,000 (-29.6%) Est. Cost $109.45 Unrealized +102.6%

SNPS SYNOPSYS INC 1.8%

Value $27.28M (-25.7%) Shares 68,800 (-12.0%) Est. Cost $521.65 Unrealized -9.6%

UBER UBER TECHNOLOGIES INC 2.8%

Value $43.16M (-15.5%) Shares 600,000 (-4.1%) Est. Cost $87.17 Unrealized -9.7%

AVGO BROADCOM INC 1.0%

Value $15.79M (-32.7%) Shares 51,000 (-24.7%) Est. Cost $357.00 Unrealized -6.4%

COHR COHERENT CORP 1.3%

Value $19.3M (-25.8%) Shares 81,000 (-42.5%) Est. Cost $149.58 Unrealized +42.6%

SNAP SNAP INC 0.2%

Value $3.22M (-65.2%) Shares 700,000 (-38.9%) Est. Cost $7.91 Unrealized -16.6%

MRVL MARVELL TECHNOLOGY INC 1.1%

Value $16.27M (-26.5%) Shares 164,212 (-37.0%) Est. Cost $87.46 Unrealized -7.3%

TSM TAIWAN SEMICONDUCTOR MANUFAC 3.3%

Value $50.69M (+6.7%) Shares 150,000 (-4.1%) Est. Cost $279.29 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FOX	FOX CORP	148,178 (-79.7%)	$7.868M (-83.4%)	0.5%	$53.43	+13.7%	CL B COM	35137L204
TEAM	ATLASSIAN CORPORATION	183,900 (-30.9%)	$12.55M (-70.9%)	0.8%	$169.55	-33.2%	CL A	049468101
CART	MAPLEBEAR INC	578,024 (-30.9%)	$21.65M (-42.5%)	1.4%	$44.31	-13.7%	COM	565394103
LITE	LUMENTUM HLDGS INC	71,000 (-24.2%)	$49.9M (+44.5%)	3.3%	$124.70	+274.6%	COM	55024U109
MSFT	MICROSOFT CORP	80,000 (-13.8%)	$29.61M (-34.0%)	1.9%	$463.91	-6.3%	COM	594918104
AMD	ADVANCED MICRO DEVICES INC	110,000 (-29.6%)	$22.38M (-33.1%)	1.5%	$109.45	+102.6%	COM	007903107
SNPS	SYNOPSYS INC	68,800 (-12.0%)	$27.28M (-25.7%)	1.8%	$521.65	-9.6%	COM	871607107
UBER	UBER TECHNOLOGIES INC	600,000 (-4.1%)	$43.16M (-15.5%)	2.8%	$87.17	-9.7%	COM	90353T100
AVGO	BROADCOM INC	51,000 (-24.7%)	$15.79M (-32.7%)	1.0%	$357.00	-6.4%	COM	11135F101
COHR	COHERENT CORP	81,000 (-42.5%)	$19.3M (-25.8%)	1.3%	$149.58	+42.6%	COM	19247G107
SNAP	SNAP INC	700,000 (-38.9%)	$3.22M (-65.2%)	0.2%	$7.91	-16.6%	CL A	83304A106
MRVL	MARVELL TECHNOLOGY INC	164,212 (-37.0%)	$16.27M (-26.5%)	1.1%	$87.46	-7.3%	COM	573874104
TSM	TAIWAN SEMICONDUCTOR MANUFAC	150,000 (-4.1%)	$50.69M (+6.7%)	3.3%	$279.29	—	SPONSORED ADS	874039100