Bouvel Investment Partners, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IBM	INTERNATIONAL BUSINESS MACHS	23,239	$6,884	2.0%	$298.78	0.0%	COM	459200101
BA	BOEING CO	26,892	$5,839	1.7%	$205.66	0.0%	COM	097023105
APH	AMPHENOL CORP NEW	32,594	$4,405	1.3%	$133.54	0.0%	CL A	032095101
DDOG	DATADOG INC	25,599	$3,481	1.0%	$158.02	0.0%	CL A COM	23804L103
GRAL	GRAIL INC	15,061	$1,289	0.4%	$86.40	0.0%	COM	384747101
EPAM	EPAM SYS INC	5,436	$1,114	0.3%	$178.28	0.0%	COM	29414B104
QUBT	QUANTUM COMPUTING INC	69,759	$716	0.2%	$14.23	0.0%	COM	74766W108
IEMG	ISHARES INC	4,525	$304	0.1%	$67.22	—	CORE MSCI EMKT	46434G103
IEFA	ISHARES TR	2,437	$218	0.1%	$89.46	—	CORE MSCI EAFE	46432F842
SOLS	SOLSTICE ADVANCED MATLS INC	4,432	$215	0.1%	$47.08	0.0%	COM SHS	83443Q103

Increased Positions (40)

BOND PIMCO ETF TR 6.4%

Value ($000) $22,138 (+55.9%) Shares 237,842 (+56.4%) Est. Cost $91.11 Unrealized —

LLY ELI LILLY & CO 2.1%

Value ($000) $7,327 (+42.7%) Shares 6,818 (+1.3%) Est. Cost $593.21 Unrealized +61.1%

ISRG INTUITIVE SURGICAL INC 2.4%

Value ($000) $8,215 (+28.9%) Shares 14,505 (+1.8%) Est. Cost $324.27 Unrealized +64.2%

GOOGL ALPHABET INC 2.2%

Value ($000) $7,569 (+31.0%) Shares 24,181 (+1.7%) Est. Cost $114.27 Unrealized +149.9%

EVTR MORGAN STANLEY ETF TRUST 4.0%

Value ($000) $13,721 (+10.5%) Shares 266,424 (+10.4%) Est. Cost $49.93 Unrealized —

CGDV CAPITAL GROUP DIVIDEND VALUE 3.5%

Value ($000) $12,249 (+11.5%) Shares 280,688 (+7.4%) Est. Cost $39.78 Unrealized —

AVGO BROADCOM INC 3.6%

Value ($000) $12,463 (+7.4%) Shares 36,010 (+2.4%) Est. Cost $219.20 Unrealized +62.9%

UBER UBER TECHNOLOGIES INC 1.3%

Value ($000) $4,466 (-15.4%) Shares 54,651 (+1.5%) Est. Cost $50.84 Unrealized +77.1%

ETN EATON CORP PLC 1.4%

Value ($000) $4,785 (-13.4%) Shares 15,022 (+1.7%) Est. Cost $180.98 Unrealized +95.8%

INTC INTEL CORP 1.8%

Value ($000) $6,319 (+11.8%) Shares 171,248 (+1.7%) Est. Cost $24.45 Unrealized +54.4%

PLUG PLUG POWER INC 0.2%

Value ($000) $683 (+1853.4%) Shares 346,556 (+2210.4%) Est. Cost $2.57 Unrealized +1.5%

CRM SALESFORCE INC 1.5%

Value ($000) $5,273 (+13.6%) Shares 19,905 (+1.7%) Est. Cost $236.11 Unrealized +5.1%

AMZN AMAZON COM INC 2.8%

Value ($000) $9,709 (+6.9%) Shares 42,061 (+1.7%) Est. Cost $130.62 Unrealized +75.2%

MINT PIMCO ETF TR 1.1%

Value ($000) $3,803 (+19.4%) Shares 37,898 (+19.9%) Est. Cost $100.50 Unrealized —

META META PLATFORMS INC 1.8%

Value ($000) $6,342 (-8.5%) Shares 9,608 (+1.8%) Est. Cost $278.42 Unrealized +139.7%

JEPI J P MORGAN EXCHANGE TRADED F 2.4%

Value ($000) $8,333 (+7.6%) Shares 145,588 (+7.3%) Est. Cost $51.73 Unrealized —

TWLO TWILIO INC 0.5%

Value ($000) $1,722 (+46.4%) Shares 12,107 (+3.0%) Est. Cost $112.91 Unrealized +9.7%

ZS ZSCALER INC 0.5%

Value ($000) $1,693 (-23.9%) Shares 7,525 (+1.4%) Est. Cost $131.11 Unrealized +115.3%

CGMS CAPITAL GRP FIXED INCM ETF T 1.8%

Value ($000) $6,407 (+9.0%) Shares 231,976 (+9.5%) Est. Cost $25.75 Unrealized —

RTX RTX CORPORATION 1.5%

Value ($000) $5,304 (+10.8%) Shares 28,920 (+1.1%) Est. Cost $65.20 Unrealized +165.8%

MSFT MICROSOFT CORP 2.8%

Value ($000) $9,588 (-5.1%) Shares 19,826 (+1.6%) Est. Cost $231.54 Unrealized +116.2%

MPWR MONOLITHIC PWR SYS INC 0.6%

Value ($000) $1,945 (+35.8%) Shares 2,146 (+37.9%) Est. Cost $726.21 Unrealized +32.3%

PANW PALO ALTO NETWORKS INC 1.7%

Value ($000) $5,737 (-8.0%) Shares 31,146 (+1.7%) Est. Cost $160.71 Unrealized +25.5%

SHY ISHARES TR 1.9%

Value ($000) $6,444 (+5.0%) Shares 77,804 (+5.2%) Est. Cost $82.92 Unrealized —

PRF INVESCO EXCHANGE TRADED FD T 1.1%

Value ($000) $3,734 (+8.9%) Shares 79,589 (+4.9%) Est. Cost $52.59 Unrealized —

GE GE AEROSPACE 2.2%

Value ($000) $7,646 (+4.0%) Shares 24,823 (+1.6%) Est. Cost $69.24 Unrealized +334.4%

INDI INDIE SEMICONDUCTOR INC 0.3%

Value ($000) $1,022 (+31.5%) Shares 289,498 (+51.6%) Est. Cost $5.53 Unrealized -20.8%

HON HONEYWELL INTL INC 1.0%

Value ($000) $3,610 (-5.9%) Shares 18,505 (+1.5%) Est. Cost $167.69 Unrealized +16.3%

DGRO ISHARES TR 0.5%

Value ($000) $1,900 (+13.3%) Shares 27,371 (+11.2%) Est. Cost $49.37 Unrealized —

ITOT ISHARES TR 0.4%

Value ($000) $1,552 (+16.0%) Shares 10,441 (+13.6%) Est. Cost $103.80 Unrealized —

JPIB J P MORGAN EXCHANGE TRADED F 0.7%

Value ($000) $2,443 (+9.0%) Shares 50,163 (+9.8%) Est. Cost $48.64 Unrealized —

SMCI SUPER MICRO COMPUTER INC 0.7%

Value ($000) $2,448 (+8.6%) Shares 83,634 (+77.9%) Est. Cost $39.69 Unrealized +3.7%

MRSH MARSH & MCLENNAN COS INC 0.7%

Value ($000) $2,533 (-6.4%) Shares 13,651 (+1.7%) Est. Cost $172.71 Unrealized +7.9%

MRVL MARVELL TECHNOLOGY INC 1.8%

Value ($000) $6,165 (+2.4%) Shares 72,543 (+1.3%) Est. Cost $59.14 Unrealized +47.9%

INTU INTUIT 1.9%

Value ($000) $6,475 (-1.3%) Shares 9,775 (+1.8%) Est. Cost $366.17 Unrealized +80.4%

SNOW SNOWFLAKE INC 1.6%

Value ($000) $5,583 (-1.1%) Shares 25,453 (+1.7%) Est. Cost $215.23 Unrealized +13.4%

DVY ISHARES TR 0.1%

Value ($000) $358 (+12.7%) Shares 2,539 (+13.5%) Est. Cost $113.10 Unrealized —

VOT VANGUARD INDEX FDS 0.2%

Value ($000) $776 (+5.5%) Shares 2,781 (+11.0%) Est. Cost $182.78 Unrealized —

BSX BOSTON SCIENTIFIC CORP 1.3%

Value ($000) $4,400 (-0.9%) Shares 46,142 (+1.5%) Est. Cost $44.17 Unrealized +122.0%

KKR KKR & CO INC 1.8%

Value ($000) $6,358 (-0.3%) Shares 49,876 (+1.6%) Est. Cost $116.77 Unrealized +6.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BOND	PIMCO ETF TR	237,842 (+56.4%)	$22,138 (+55.9%)	6.4%	$91.11	—	ACTIVE BD ETF	72201R775
LLY	ELI LILLY & CO	6,818 (+1.3%)	$7,327 (+42.7%)	2.1%	$593.21	+61.1%	COM	532457108
ISRG	INTUITIVE SURGICAL INC	14,505 (+1.8%)	$8,215 (+28.9%)	2.4%	$324.27	+64.2%	COM NEW	46120E602
GOOGL	ALPHABET INC	24,181 (+1.7%)	$7,569 (+31.0%)	2.2%	$114.27	+149.9%	CAP STK CL A	02079K305
EVTR	MORGAN STANLEY ETF TRUST	266,424 (+10.4%)	$13,721 (+10.5%)	4.0%	$49.93	—	EATON VANCE TOTA	61774R841
CGDV	CAPITAL GROUP DIVIDEND VALUE	280,688 (+7.4%)	$12,249 (+11.5%)	3.5%	$39.78	—	SHS CREATION UNI	14020W106
AVGO	BROADCOM INC	36,010 (+2.4%)	$12,463 (+7.4%)	3.6%	$219.20	+62.9%	COM	11135F101
UBER	UBER TECHNOLOGIES INC	54,651 (+1.5%)	$4,466 (-15.4%)	1.3%	$50.84	+77.1%	COM	90353T100
ETN	EATON CORP PLC	15,022 (+1.7%)	$4,785 (-13.4%)	1.4%	$180.98	+95.8%	SHS	G29183103
INTC	INTEL CORP	171,248 (+1.7%)	$6,319 (+11.8%)	1.8%	$24.45	+54.4%	COM	458140100
PLUG	PLUG POWER INC	346,556 (+2210.4%)	$683 (+1853.4%)	0.2%	$2.57	+1.5%	COM NEW	72919P202
CRM	SALESFORCE INC	19,905 (+1.7%)	$5,273 (+13.6%)	1.5%	$236.11	+5.1%	COM	79466L302
AMZN	AMAZON COM INC	42,061 (+1.7%)	$9,709 (+6.9%)	2.8%	$130.62	+75.2%	COM	023135106
MINT	PIMCO ETF TR	37,898 (+19.9%)	$3,803 (+19.4%)	1.1%	$100.50	—	ENHAN SHRT MA AC	72201R833
META	META PLATFORMS INC	9,608 (+1.8%)	$6,342 (-8.5%)	1.8%	$278.42	+139.7%	CL A	30303M102
JEPI	J P MORGAN EXCHANGE TRADED F	145,588 (+7.3%)	$8,333 (+7.6%)	2.4%	$51.73	—	EQUITY PREMIUM	46641Q332
TWLO	TWILIO INC	12,107 (+3.0%)	$1,722 (+46.4%)	0.5%	$112.91	+9.7%	CL A	90138F102
ZS	ZSCALER INC	7,525 (+1.4%)	$1,693 (-23.9%)	0.5%	$131.11	+115.3%	COM	98980G102
CGMS	CAPITAL GRP FIXED INCM ETF T	231,976 (+9.5%)	$6,407 (+9.0%)	1.8%	$25.75	—	US MULTI-SECTOR	14020Y300
RTX	RTX CORPORATION	28,920 (+1.1%)	$5,304 (+10.8%)	1.5%	$65.20	+165.8%	COM	75513E101
MSFT	MICROSOFT CORP	19,826 (+1.6%)	$9,588 (-5.1%)	2.8%	$231.54	+116.2%	COM	594918104
MPWR	MONOLITHIC PWR SYS INC	2,146 (+37.9%)	$1,945 (+35.8%)	0.6%	$726.21	+32.3%	COM	609839105
PANW	PALO ALTO NETWORKS INC	31,146 (+1.7%)	$5,737 (-8.0%)	1.7%	$160.71	+25.5%	COM	697435105
SHY	ISHARES TR	77,804 (+5.2%)	$6,444 (+5.0%)	1.9%	$82.92	—	1 3 YR TREAS BD	464287457
PRF	INVESCO EXCHANGE TRADED FD T	79,589 (+4.9%)	$3,734 (+8.9%)	1.1%	$52.59	—	RAFI US 1000 ETF	46137V613
GE	GE AEROSPACE	24,823 (+1.6%)	$7,646 (+4.0%)	2.2%	$69.24	+334.4%	COM NEW	369604301
INDI	INDIE SEMICONDUCTOR INC	289,498 (+51.6%)	$1,022 (+31.5%)	0.3%	$5.53	-20.8%	CLASS A COM	45569U101
HON	HONEYWELL INTL INC	18,505 (+1.5%)	$3,610 (-5.9%)	1.0%	$167.69	+16.3%	COM	438516106
DGRO	ISHARES TR	27,371 (+11.2%)	$1,900 (+13.3%)	0.5%	$49.37	—	CORE DIV GRWTH	46434V621
ITOT	ISHARES TR	10,441 (+13.6%)	$1,552 (+16.0%)	0.4%	$103.80	—	CORE S&P TTL STK	464287150
JPIB	J P MORGAN EXCHANGE TRADED F	50,163 (+9.8%)	$2,443 (+9.0%)	0.7%	$48.64	—	INTL BD OPP ETF	46641Q852
SMCI	SUPER MICRO COMPUTER INC	83,634 (+77.9%)	$2,448 (+8.6%)	0.7%	$39.69	+3.7%	COM NEW	86800U302
MRSH	MARSH & MCLENNAN COS INC	13,651 (+1.7%)	$2,533 (-6.4%)	0.7%	$172.71	+7.9%	COM	571748102
MRVL	MARVELL TECHNOLOGY INC	72,543 (+1.3%)	$6,165 (+2.4%)	1.8%	$59.14	+47.9%	COM	573874104
INTU	INTUIT	9,775 (+1.8%)	$6,475 (-1.3%)	1.9%	$366.17	+80.4%	COM	461202103
SNOW	SNOWFLAKE INC	25,453 (+1.7%)	$5,583 (-1.1%)	1.6%	$215.23	+13.4%	COM SHS	833445109
DVY	ISHARES TR	2,539 (+13.5%)	$358 (+12.7%)	0.1%	$113.10	—	SELECT DIVID ETF	464287168
VOT	VANGUARD INDEX FDS	2,781 (+11.0%)	$776 (+5.5%)	0.2%	$182.78	—	MCAP GR IDXVIP	922908538
BSX	BOSTON SCIENTIFIC CORP	46,142 (+1.5%)	$4,400 (-0.9%)	1.3%	$44.17	+122.0%	COM	101137107
KKR	KKR & CO INC	49,876 (+1.6%)	$6,358 (-0.3%)	1.8%	$116.77	+6.4%	COM	48251W104

Exited Positions (8)

FISV FISERV INC 1.3%

Value ($000) $4,505 Shares 34,938 Est. Cost $181.35 Unrealized -53.8%

SNPS SYNOPSYS INC 1.1%

Value ($000) $3,865 Shares 7,833 Est. Cost $563.17 Unrealized -21.1%

PFF ISHARES TR 1.0%

Value ($000) $3,490 Shares 110,388 Est. Cost $31.41 Unrealized —

IMCG ISHARES TR 0.7%

Value ($000) $2,537 Shares 30,668 Est. Cost $82.73 Unrealized —

HUBS HUBSPOT INC 0.2%

Value ($000) $827 Shares 1,768 Est. Cost $525.42 Unrealized -21.2%

CERS CERUS CORP 0.2%

Value ($000) $789 Shares 496,189 Est. Cost $3.66 Unrealized -52.6%

AUR AURORA INNOVATION INC 0.2%

Value ($000) $773 Shares 143,462 Est. Cost $6.24 Unrealized -26.6%

ILMN ILLUMINA INC 0.2%

Value ($000) $582 Shares 6,129 Est. Cost $254.19 Unrealized -53.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FISV	FISERV INC	34,938	$4,505	1.3%	$181.35	-53.8%	—	337738108
SNPS	SYNOPSYS INC	7,833	$3,865	1.1%	$563.17	-21.1%	—	871607107
PFF	ISHARES TR	110,388	$3,490	1.0%	$31.41	—	—	464288687
IMCG	ISHARES TR	30,668	$2,537	0.7%	$82.73	—	—	464288307
HUBS	HUBSPOT INC	1,768	$827	0.2%	$525.42	-21.2%	—	443573100
CERS	CERUS CORP	496,189	$789	0.2%	$3.66	-52.6%	—	157085101
AUR	AURORA INNOVATION INC	143,462	$773	0.2%	$6.24	-26.6%	—	051774107
ILMN	ILLUMINA INC	6,129	$582	0.2%	$254.19	-53.8%	—	452327109

Decreased Positions (11)

PLTR PALANTIR TECHNOLOGIES INC 1.3%

Value ($000) $4,658 (-46.2%) Shares 26,208 (-44.7%) Est. Cost $23.59 Unrealized +667.4%

OKLO OKLO INC 0.6%

Value ($000) $2,006 (-56.2%) Shares 27,958 (-31.9%) Est. Cost $39.20 Unrealized +184.5%

TEM TEMPUS AI INC 0.7%

Value ($000) $2,346 (-28.2%) Shares 39,722 (-1.9%) Est. Cost $57.51 Unrealized +36.0%

AEHR AEHR TEST SYS 0.3%

Value ($000) $1,086 (-34.5%) Shares 53,796 (-2.3%) Est. Cost $22.62 Unrealized +6.9%

QBTS D-WAVE QUANTUM INC 0.9%

Value ($000) $3,135 (-14.5%) Shares 119,871 (-19.2%) Est. Cost $11.84 Unrealized +145.9%

IVW ISHARES TR 1.1%

Value ($000) $3,923 (-2.3%) Shares 31,824 (-4.3%) Est. Cost $65.37 Unrealized —

SRTA STRATA CRITICAL MEDICAL INC 0.3%

Value ($000) $1,172 (-5.9%) Shares 243,672 (-1.0%) Est. Cost $3.36 Unrealized +43.9%

IWF ISHARES TR 1.4%

Value ($000) $4,745 (-0.6%) Shares 10,026 (-1.6%) Est. Cost $468.41 Unrealized —

EOSE EOS ENERGY ENTERPRISES INC 0.4%

Value ($000) $1,240 (-1.7%) Shares 108,226 (-2.3%) Est. Cost $6.84 Unrealized +110.1%

FVAL FIDELITY COVINGTON TRUST 0.9%

Value ($000) $3,034 (+0.4%) Shares 41,980 (-4.3%) Est. Cost $43.17 Unrealized —

IWY ISHARES TR 1.8%

Value ($000) $6,242 (+0.1%) Shares 22,540 (-1.1%) Est. Cost $246.51 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	26,208 (-44.7%)	$4,658 (-46.2%)	1.3%	$23.59	+667.4%	CL A	69608A108
OKLO	OKLO INC	27,958 (-31.9%)	$2,006 (-56.2%)	0.6%	$39.20	+184.5%	COM CL A	02156V109
TEM	TEMPUS AI INC	39,722 (-1.9%)	$2,346 (-28.2%)	0.7%	$57.51	+36.0%	CL A	88023B103
AEHR	AEHR TEST SYS	53,796 (-2.3%)	$1,086 (-34.5%)	0.3%	$22.62	+6.9%	COM	00760J108
QBTS	D-WAVE QUANTUM INC	119,871 (-19.2%)	$3,135 (-14.5%)	0.9%	$11.84	+145.9%	COM	26740W109
IVW	ISHARES TR	31,824 (-4.3%)	$3,923 (-2.3%)	1.1%	$65.37	—	S&P 500 GRWT ETF	464287309
SRTA	STRATA CRITICAL MEDICAL INC	243,672 (-1.0%)	$1,172 (-5.9%)	0.3%	$3.36	+43.9%	CL A COM	092667104
IWF	ISHARES TR	10,026 (-1.6%)	$4,745 (-0.6%)	1.4%	$468.41	—	RUS 1000 GRW ETF	464287614
EOSE	EOS ENERGY ENTERPRISES INC	108,226 (-2.3%)	$1,240 (-1.7%)	0.4%	$6.84	+110.1%	COM CL A	29415C101
FVAL	FIDELITY COVINGTON TRUST	41,980 (-4.3%)	$3,034 (+0.4%)	0.9%	$43.17	—	VLU FACTOR ETF	316092782
IWY	ISHARES TR	22,540 (-1.1%)	$6,242 (+0.1%)	1.8%	$246.51	—	RUS TP200 GR ETF	464289438

Unchanged Positions (19)

LITE LUMENTUM HLDGS INC 1.1%

Value ($000) $3,819 Shares 10,360 Est. Cost $124.70 Unrealized +106.0%

SMR NUSCALE PWR CORP 0.3%

Value ($000) $1,149 Shares 81,064 Est. Cost $25.33 Unrealized +12.9%

VICR VICOR CORP 0.8%

Value ($000) $2,650 Shares 24,183 Est. Cost $57.17 Unrealized +48.7%

TER TERADYNE INC 1.3%

Value ($000) $4,370 Shares 22,575 Est. Cost $99.97 Unrealized +71.5%

KTOS KRATOS DEFENSE & SEC SOLUTIO 1.4%

Value ($000) $4,790 Shares 63,104 Est. Cost $19.41 Unrealized +321.8%

COIN COINBASE GLOBAL INC 0.5%

Value ($000) $1,743 Shares 7,706 Est. Cost $236.12 Unrealized +26.2%

FSLR FIRST SOLAR INC 1.2%

Value ($000) $4,264 Shares 16,322 Est. Cost $96.34 Unrealized +161.8%

CRSP CRISPR THERAPEUTICS AG 0.5%

Value ($000) $1,657 Shares 31,590 Est. Cost $86.36 Unrealized -30.7%

JOBY JOBY AVIATION INC 0.5%

Value ($000) $1,612 Shares 122,107 Est. Cost $5.66 Unrealized +171.2%

TYL TYLER TECHNOLOGIES INC 0.7%

Value ($000) $2,281 Shares 5,025 Est. Cost $409.26 Unrealized +16.4%

SYM SYMBOTIC INC 0.8%

Value ($000) $2,635 Shares 44,282 Est. Cost $26.19 Unrealized +152.1%

PYPL PAYPAL HLDGS INC 0.4%

Value ($000) $1,369 Shares 23,445 Est. Cost $68.35 Unrealized -5.1%

VRT VERTIV HOLDINGS CO 0.8%

Value ($000) $2,770 Shares 17,098 Est. Cost $94.05 Unrealized +84.6%

MRCY MERCURY SYS INC 0.7%

Value ($000) $2,284 Shares 31,283 Est. Cost $48.99 Unrealized +51.8%

CRWD CROWDSTRIKE HLDGS INC 0.7%

Value ($000) $2,258 Shares 4,818 Est. Cost $434.01 Unrealized +17.3%

NVDA NVIDIA CORPORATION 3.4%

Value ($000) $11,820 Shares 63,378 Est. Cost $93.43 Unrealized +99.2%

MTZ MASTEC INC 1.2%

Value ($000) $4,251 Shares 19,555 Est. Cost $85.26 Unrealized +146.2%

ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.2%

Value ($000) $690 Shares 42,518 Est. Cost $22.25 Unrealized -26.7%

PWR QUANTA SVCS INC 0.9%

Value ($000) $3,181 Shares 7,538 Est. Cost $322.36 Unrealized +36.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LITE	LUMENTUM HLDGS INC	10,360	$3,819	1.1%	$124.70	+106.0%	COM	55024U109
SMR	NUSCALE PWR CORP	81,064	$1,149	0.3%	$25.33	+12.9%	CL A COM	67079K100
VICR	VICOR CORP	24,183	$2,650	0.8%	$57.17	+48.7%	COM	925815102
TER	TERADYNE INC	22,575	$4,370	1.3%	$99.97	+71.5%	COM	880770102
KTOS	KRATOS DEFENSE & SEC SOLUTIO	63,104	$4,790	1.4%	$19.41	+321.8%	COM NEW	50077B207
COIN	COINBASE GLOBAL INC	7,706	$1,743	0.5%	$236.12	+26.2%	COM CL A	19260Q107
FSLR	FIRST SOLAR INC	16,322	$4,264	1.2%	$96.34	+161.8%	COM	336433107
CRSP	CRISPR THERAPEUTICS AG	31,590	$1,657	0.5%	$86.36	-30.7%	NAMEN AKT	H17182108
JOBY	JOBY AVIATION INC	122,107	$1,612	0.5%	$5.66	+171.2%	COMMON STOCK	G65163100
TYL	TYLER TECHNOLOGIES INC	5,025	$2,281	0.7%	$409.26	+16.4%	COM	902252105
SYM	SYMBOTIC INC	44,282	$2,635	0.8%	$26.19	+152.1%	CLASS A COM	87151X101
PYPL	PAYPAL HLDGS INC	23,445	$1,369	0.4%	$68.35	-5.1%	COM	70450Y103
VRT	VERTIV HOLDINGS CO	17,098	$2,770	0.8%	$94.05	+84.6%	COM CL A	92537N108
MRCY	MERCURY SYS INC	31,283	$2,284	0.7%	$48.99	+51.8%	COM	589378108
CRWD	CROWDSTRIKE HLDGS INC	4,818	$2,258	0.7%	$434.01	+17.3%	CL A	22788C105
NVDA	NVIDIA CORPORATION	63,378	$11,820	3.4%	$93.43	+99.2%	COM	67066G104
MTZ	MASTEC INC	19,555	$4,251	1.2%	$85.26	+146.2%	COM	576323109
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	42,518	$690	0.2%	$22.25	-26.7%	COM	00650F109
PWR	QUANTA SVCS INC	7,538	$3,181	0.9%	$322.36	+36.3%	COM	74762E102