KEYSTONE INVESTORS PTE LTD Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	323,162	$74,592	6.7%	$228.79	0.0%	COM	023135106
GDX	VANECK ETF TRUST	669,804	$57,449	5.2%	$85.77	—	GOLD MINERS ETF	92189F106
AGX	ARGAN INC	91,197	$28,574	2.6%	$316.84	0.0%	COM	04010E109
GILD	GILEAD SCIENCES INC	207,554	$25,475	2.3%	$120.88	0.0%	COM	375558103
BIDU	BAIDU INC	165,172	$21,581	1.9%	$130.66	—	SPON ADR REP A	056752108
MU	MICRON TECHNOLOGY INC	60,494	$17,266	1.6%	$229.35	0.0%	COM	595112103
CRDO	CREDO TECHNOLOGY GROUP HOLDI	114,650	$16,497	1.5%	$153.78	0.0%	ORDINARY SHARES	G25457105
XBI	SPDR SERIES TRUST	98,600	$12,022	1.1%	$121.93	—	STATE STREET SPD	78464A870
HTHT	H WORLD GROUP LTD	224,550	$10,565	0.9%	$47.05	—	SPONSORED ADS	44332N106
RDDT	REDDIT INC	45,169	$10,383	0.9%	$210.30	0.0%	CL A	75734B100
MCD	MCDONALDS CORP	31,480	$9,621	0.9%	$305.09	0.0%	COM	580135101
PWR	QUANTA SVCS INC	22,527	$9,508	0.9%	$439.27	0.0%	COM	74762E102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	110,855	$9,201	0.8%	$74.65	0.0%	CL A	192446102
SNDK	SANDISK CORP	27,800	$6,599	0.6%	$200.29	0.0%	COM	80004C200
MMYT	MAKEMYTRIP LIMITED MAURITIUS	77,600	$6,373	0.6%	$82.03	0.0%	SHS	V5633W109
APH	AMPHENOL CORP NEW	43,000	$5,811	0.5%	$133.54	0.0%	CL A	032095101
ROST	ROSS STORES INC	31,800	$5,728	0.5%	$166.60	0.0%	COM	778296103
SPGI	S&P GLOBAL INC	10,120	$5,289	0.5%	$494.21	0.0%	COM	78409V104
H	HYATT HOTELS CORP	31,600	$5,066	0.5%	$153.12	0.0%	COM CL A	448579102
ARWR	ARROWHEAD PHARMACEUTICALS IN	57,900	$3,844	0.3%	$49.01	0.0%	COM	04280A100
ALNY	ALNYLAM PHARMACEUTICALS INC	8,880	$3,531	0.3%	$442.56	0.0%	COM	02043Q107
BWXT	BWX TECHNOLOGIES INC	17,100	$2,956	0.3%	$187.42	0.0%	COM	05605H100
PTGX	PROTAGONIST THERAPEUTICS INC	26,390	$2,305	0.2%	$81.85	0.0%	COM	74366E102
FIX	COMFORT SYS USA INC	1,416	$1,322	0.1%	$922.99	0.0%	COM	199908104
DASH	DOORDASH INC	5,303	$1,201	0.1%	$234.56	0.0%	CL A	25809K105
SGML	SIGMA LITHIUM CORPORATION	83,600	$1,103	0.1%	$8.61	0.0%	COM	826599102
FWONK	LIBERTY MEDIA CORP DEL	9,319	$918	0.1%	$98.51	—	COM LBTY ONE S C	531229755
SEI	SOLARIS ENERGY INFRAS INC	19,476	$895	0.1%	$48.29	0.0%	COM CL A	83418M103
SOLS	SOLSTICE ADVANCED MATLS INC	17,642	$857	0.1%	$47.08	0.0%	COM SHS	83443Q103
LOW	LOWES COS INC	3,225	$778	0.1%	$239.83	0.0%	COM	548661107
IESC	IES HLDGS INC	1,734	$675	0.1%	$401.94	0.0%	COM	44951W106
NTES	NETEASE INC	4,546	$626	0.1%	$137.62	—	SPONSORED ADS	64110W102
GRAB	GRAB HOLDINGS LIMITED	114,217	$570	0.1%	$5.53	0.0%	CLASS A ORD	G4124C109
ACN	ACCENTURE PLC IRELAND	1,928	$517	0.0%	$254.06	0.0%	SHS CLASS A	G1151C101
CVNA	CARVANA CO	1,181	$498	0.0%	$371.73	0.0%	CL A	146869102
NET	CLOUDFLARE INC	2,064	$407	0.0%	$211.53	0.0%	CL A COM	18915M107
LEU	CENTRUS ENERGY CORP	1,670	$405	0.0%	$301.96	0.0%	CL A	15643U104
OKLO	OKLO INC	5,030	$361	0.0%	$111.52	0.0%	COM CL A	02156V109
SN	SHARKNINJA INC	1,853	$207	0.0%	$98.55	0.0%	COM SHS	G8068L108

Increased Positions (24)

GOOG ALPHABET INC 13.5%

Value ($000) $150,651 (+67.1%) Shares 480,085 (+29.7%) Est. Cost $222.89 Unrealized +28.5%

NVDA NVIDIA CORPORATION 9.1%

Value ($000) $100,909 (+53.9%) Shares 541,065 (+53.9%) Est. Cost $152.90 Unrealized +21.7%

IQV IQVIA HLDGS INC 5.0%

Value ($000) $55,434 (+99.6%) Shares 245,924 (+68.2%) Est. Cost $184.33 Unrealized +18.0%

SE SEA LTD 7.5%

Value ($000) $83,771 (-19.4%) Shares 656,666 (+12.9%) Est. Cost $105.46 Unrealized —

COHR COHERENT CORP 3.4%

Value ($000) $38,151 (+92.9%) Shares 206,701 (+12.6%) Est. Cost $105.27 Unrealized +42.1%

FLS FLOWSERVE CORP 1.5%

Value ($000) $16,385 (+8014.2%) Shares 236,165 (+6114.9%) Est. Cost $63.92 Unrealized +0.3%

ULTA ULTA BEAUTY INC 1.9%

Value ($000) $21,698 (+228.5%) Shares 35,864 (+196.9%) Est. Cost $537.14 Unrealized +2.3%

MSFT MICROSOFT CORP 4.1%

Value ($000) $46,031 (+40.9%) Shares 95,180 (+50.9%) Est. Cost $411.31 Unrealized +21.7%

URI UNITED RENTALS INC 1.2%

Value ($000) $13,215 (+5371.6%) Shares 16,329 (+6354.2%) Est. Cost $863.95 Unrealized +0.4%

STX SEAGATE TECHNOLOGY HLDNGS PL 1.7%

Value ($000) $19,291 (+62.4%) Shares 70,051 (+39.2%) Est. Cost $163.80 Unrealized +58.1%

LLY ELI LILLY & CO 0.9%

Value ($000) $10,274 (+158.9%) Shares 9,560 (+83.8%) Est. Cost $839.52 Unrealized +13.8%

PONY PONY AI INC 0.9%

Value ($000) $9,696 (+94.7%) Shares 668,658 (+202.0%) Est. Cost $17.15 Unrealized —

SNOW SNOWFLAKE INC 0.8%

Value ($000) $9,185 (+79.9%) Shares 41,871 (+85.0%) Est. Cost $215.98 Unrealized +13.0%

NU NU HLDGS LTD 0.7%

Value ($000) $7,690 (+71.5%) Shares 459,366 (+64.0%) Est. Cost $13.93 Unrealized +15.3%

TPR TAPESTRY INC 0.7%

Value ($000) $8,001 (+32.5%) Shares 62,622 (+17.4%) Est. Cost $83.22 Unrealized +37.0%

CCJ CAMECO CORP 1.3%

Value ($000) $14,444 (+15.1%) Shares 157,879 (+5.5%) Est. Cost $78.05 Unrealized +15.2%

PANW PALO ALTO NETWORKS INC 0.6%

Value ($000) $6,191 (+34.2%) Shares 33,610 (+48.4%) Est. Cost $194.79 Unrealized +3.6%

RBLX ROBLOX CORP 0.2%

Value ($000) $1,985 (+158.0%) Shares 24,500 (+341.0%) Est. Cost $110.28 Unrealized -3.7%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%

Value ($000) $2,018 (+140.7%) Shares 6,640 (+121.3%) Est. Cost $292.77 Unrealized —

GM GENERAL MTRS CO 0.1%

Value ($000) $1,010 (+135.4%) Shares 12,426 (+76.5%) Est. Cost $61.99 Unrealized +13.6%

IREN IREN LIMITED 0.1%

Value ($000) $605 (+162.1%) Shares 16,020 (+225.6%) Est. Cost $43.20 Unrealized +19.4%

GAP GAP INC 0.0%

Value ($000) $522 (+47.1%) Shares 20,400 (+22.9%) Est. Cost $21.82 Unrealized +10.3%

WRD WERIDE INC 0.8%

Value ($000) $8,505 (+2.0%) Shares 979,885 (+16.3%) Est. Cost $9.68 Unrealized —

WMB WILLIAMS COS INC 0.4%

Value ($000) $4,755 (-0.5%) Shares 79,110 (+4.9%) Est. Cost $57.80 Unrealized +3.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	480,085 (+29.7%)	$150,651 (+67.1%)	13.5%	$222.89	+28.5%	CAP STK CL C	02079K107
NVDA	NVIDIA CORPORATION	541,065 (+53.9%)	$100,909 (+53.9%)	9.1%	$152.90	+21.7%	COM	67066G104
IQV	IQVIA HLDGS INC	245,924 (+68.2%)	$55,434 (+99.6%)	5.0%	$184.33	+18.0%	COM	46266C105
SE	SEA LTD	656,666 (+12.9%)	$83,771 (-19.4%)	7.5%	$105.46	—	SPONSORD ADS	81141R100
COHR	COHERENT CORP	206,701 (+12.6%)	$38,151 (+92.9%)	3.4%	$105.27	+42.1%	COM	19247G107
FLS	FLOWSERVE CORP	236,165 (+6114.9%)	$16,385 (+8014.2%)	1.5%	$63.92	+0.3%	COM	34354P105
ULTA	ULTA BEAUTY INC	35,864 (+196.9%)	$21,698 (+228.5%)	1.9%	$537.14	+2.3%	COM	90384S303
MSFT	MICROSOFT CORP	95,180 (+50.9%)	$46,031 (+40.9%)	4.1%	$411.31	+21.7%	COM	594918104
URI	UNITED RENTALS INC	16,329 (+6354.2%)	$13,215 (+5371.6%)	1.2%	$863.95	+0.4%	COM	911363109
STX	SEAGATE TECHNOLOGY HLDNGS PL	70,051 (+39.2%)	$19,291 (+62.4%)	1.7%	$163.80	+58.1%	ORD SHS	G7997R103
LLY	ELI LILLY & CO	9,560 (+83.8%)	$10,274 (+158.9%)	0.9%	$839.52	+13.8%	COM	532457108
PONY	PONY AI INC	668,658 (+202.0%)	$9,696 (+94.7%)	0.9%	$17.15	—	SPONSORED ADS	732908108
SNOW	SNOWFLAKE INC	41,871 (+85.0%)	$9,185 (+79.9%)	0.8%	$215.98	+13.0%	COM SHS	833445109
NU	NU HLDGS LTD	459,366 (+64.0%)	$7,690 (+71.5%)	0.7%	$13.93	+15.3%	ORD SHS CL A	G6683N103
TPR	TAPESTRY INC	62,622 (+17.4%)	$8,001 (+32.5%)	0.7%	$83.22	+37.0%	COM	876030107
CCJ	CAMECO CORP	157,879 (+5.5%)	$14,444 (+15.1%)	1.3%	$78.05	+15.2%	COM	13321L108
PANW	PALO ALTO NETWORKS INC	33,610 (+48.4%)	$6,191 (+34.2%)	0.6%	$194.79	+3.6%	COM	697435105
RBLX	ROBLOX CORP	24,500 (+341.0%)	$1,985 (+158.0%)	0.2%	$110.28	-3.7%	CL A	771049103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	6,640 (+121.3%)	$2,018 (+140.7%)	0.2%	$292.77	—	SPONSORED ADS	874039100
GM	GENERAL MTRS CO	12,426 (+76.5%)	$1,010 (+135.4%)	0.1%	$61.99	+13.6%	COM	37045V100
IREN	IREN LIMITED	16,020 (+225.6%)	$605 (+162.1%)	0.1%	$43.20	+19.4%	ORDINARY SHARES	Q4982L109
GAP	GAP INC	20,400 (+22.9%)	$522 (+47.1%)	0.0%	$21.82	+10.3%	COM	364760108
WRD	WERIDE INC	979,885 (+16.3%)	$8,505 (+2.0%)	0.8%	$9.68	—	SPONSORED ADS	950915108
WMB	WILLIAMS COS INC	79,110 (+4.9%)	$4,755 (-0.5%)	0.4%	$57.80	+3.9%	COM	969457100

Exited Positions (30)

TME TENCENT MUSIC ENTMT GROUP 4.7%

Value ($000) $52,366 Shares 2,243,614 Est. Cost $19.32 Unrealized —

BABA ALIBABA GROUP HLDG LTD 3.2%

Value ($000) $35,466 Shares 198,435 Est. Cost $178.73 Unrealized —

AVGO BROADCOM INC 2.6%

Value ($000) $28,832 Shares 87,393 Est. Cost $281.26 Unrealized +26.9%

META META PLATFORMS INC 2.6%

Value ($000) $28,476 Shares 38,775 Est. Cost $331.30 Unrealized +101.4%

YMM FULL TRUCK ALLIANCE CO LTD 1.8%

Value ($000) $20,223 Shares 1,559,186 Est. Cost $12.97 Unrealized —

VRT VERTIV HOLDINGS CO 1.7%

Value ($000) $18,871 Shares 125,088 Est. Cost $127.63 Unrealized +36.0%

SNPS SYNOPSYS INC 1.1%

Value ($000) $12,017 Shares 24,355 Est. Cost $539.34 Unrealized -17.6%

BTDR BITDEER TECHNOLOGIES GROUP 0.7%

Value ($000) $7,844 Shares 458,958 Est. Cost $14.04 Unrealized +14.8%

SFM SPROUTS FMRS MKT INC 0.6%

Value ($000) $6,281 Shares 57,730 Est. Cost $151.12 Unrealized -40.6%

SAP SAP SE 0.6%

Value ($000) $6,266 Shares 23,449 Est. Cost $299.47 Unrealized —

ONON ON HLDG AG 0.5%

Value ($000) $5,295 Shares 125,024 Est. Cost $47.59 Unrealized -9.5%

ZEPP ZEPP HEALTH CORPORATION 0.4%

Value ($000) $4,811 Shares 105,100 Est. Cost $45.78 Unrealized —

BE BLOOM ENERGY CORP 0.4%

Value ($000) $4,787 Shares 56,603 Est. Cost $46.44 Unrealized +126.3%

MNSO MINISO GROUP HLDG LTD 0.4%

Value ($000) $4,322 Shares 192,100 Est. Cost $19.26 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.4%

Value ($000) $4,299 Shares 12,450 Est. Cost $298.94 Unrealized +12.8%

ROP ROPER TECHNOLOGIES INC 0.3%

Value ($000) $3,491 Shares 7,000 Est. Cost $531.36 Unrealized -13.0%

ISRG INTUITIVE SURGICAL INC 0.3%

Value ($000) $2,996 Shares 6,700 Est. Cost $479.87 Unrealized +10.9%

LMT LOCKHEED MARTIN CORP 0.2%

Value ($000) $2,546 Shares 5,100 Est. Cost $448.15 Unrealized +6.3%

GOOGL ALPHABET INC 0.1%

Value ($000) $1,572 Shares 6,467 Est. Cost $209.20 Unrealized +36.5%

RTX RTX CORPORATION 0.1%

Value ($000) $1,281 Shares 7,657 Est. Cost $154.28 Unrealized +12.3%

YSG YATSEN HLDG LTD 0.1%

Value ($000) $1,252 Shares 138,166 Est. Cost $9.50 Unrealized —

NOW SERVICENOW INC 0.1%

Value ($000) $815 Shares 886 Est. Cost $186.78 Unrealized -8.2%

SPOT SPOTIFY TECHNOLOGY S A 0.1%

Value ($000) $737 Shares 1,056 Est. Cost $643.15 Unrealized -2.8%

AS AMER SPORTS INC 0.1%

Value ($000) $711 Shares 20,456 Est. Cost $30.39 Unrealized +12.9%

CGNX COGNEX CORP 0.1%

Value ($000) $644 Shares 14,222 Est. Cost $40.34 Unrealized +0.2%

HD HOME DEPOT INC 0.1%

Value ($000) $614 Shares 1,515 Est. Cost $389.16 Unrealized -6.3%

ZS ZSCALER INC 0.0%

Value ($000) $445 Shares 1,486 Est. Cost $249.30 Unrealized +13.2%

NFLX NETFLIX INC 0.0%

Value ($000) $440 Shares 367 Est. Cost $122.05 Unrealized -11.7%

U UNITY SOFTWARE INC 0.0%

Value ($000) $409 Shares 10,212 Est. Cost $37.08 Unrealized +9.9%

ORLY OREILLY AUTOMOTIVE INC 0.0%

Value ($000) $316 Shares 2,935 Est. Cost $100.52 Unrealized -2.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TME	TENCENT MUSIC ENTMT GROUP	2,243,614	$52,366	4.7%	$19.32	—	—	88034P109
BABA	ALIBABA GROUP HLDG LTD	198,435	$35,466	3.2%	$178.73	—	—	01609W102
AVGO	BROADCOM INC	87,393	$28,832	2.6%	$281.26	+26.9%	—	11135F101
META	META PLATFORMS INC	38,775	$28,476	2.6%	$331.30	+101.4%	—	30303M102
YMM	FULL TRUCK ALLIANCE CO LTD	1,559,186	$20,223	1.8%	$12.97	—	—	35969L108
VRT	VERTIV HOLDINGS CO	125,088	$18,871	1.7%	$127.63	+36.0%	—	92537N108
SNPS	SYNOPSYS INC	24,355	$12,017	1.1%	$539.34	-17.6%	—	871607107
BTDR	BITDEER TECHNOLOGIES GROUP	458,958	$7,844	0.7%	$14.04	+14.8%	—	G11448100
SFM	SPROUTS FMRS MKT INC	57,730	$6,281	0.6%	$151.12	-40.6%	—	85208M102
SAP	SAP SE	23,449	$6,266	0.6%	$299.47	—	—	803054204
ONON	ON HLDG AG	125,024	$5,295	0.5%	$47.59	-9.5%	—	H5919C104
ZEPP	ZEPP HEALTH CORPORATION	105,100	$4,811	0.4%	$45.78	—	—	98945L204
BE	BLOOM ENERGY CORP	56,603	$4,787	0.4%	$46.44	+126.3%	—	093712107
MNSO	MINISO GROUP HLDG LTD	192,100	$4,322	0.4%	$19.26	—	—	66981J102
UNH	UNITEDHEALTH GROUP INC	12,450	$4,299	0.4%	$298.94	+12.8%	—	91324P102
ROP	ROPER TECHNOLOGIES INC	7,000	$3,491	0.3%	$531.36	-13.0%	—	776696106
ISRG	INTUITIVE SURGICAL INC	6,700	$2,996	0.3%	$479.87	+10.9%	—	46120E602
LMT	LOCKHEED MARTIN CORP	5,100	$2,546	0.2%	$448.15	+6.3%	—	539830109
GOOGL	ALPHABET INC	6,467	$1,572	0.1%	$209.20	+36.5%	—	02079K305
RTX	RTX CORPORATION	7,657	$1,281	0.1%	$154.28	+12.3%	—	75513E101
YSG	YATSEN HLDG LTD	138,166	$1,252	0.1%	$9.50	—	—	985194208
NOW	SERVICENOW INC	886	$815	0.1%	$186.78	-8.2%	—	81762P102
SPOT	SPOTIFY TECHNOLOGY S A	1,056	$737	0.1%	$643.15	-2.8%	—	L8681T102
AS	AMER SPORTS INC	20,456	$711	0.1%	$30.39	+12.9%	—	G0260P102
CGNX	COGNEX CORP	14,222	$644	0.1%	$40.34	+0.2%	—	192422103
HD	HOME DEPOT INC	1,515	$614	0.1%	$389.16	-6.3%	—	437076102
ZS	ZSCALER INC	1,486	$445	0.0%	$249.30	+13.2%	—	98980G102
NFLX	NETFLIX INC	367	$440	0.0%	$122.05	-11.7%	—	64110L106
U	UNITY SOFTWARE INC	10,212	$409	0.0%	$37.08	+9.9%	—	91332U101
ORLY	OREILLY AUTOMOTIVE INC	2,935	$316	0.0%	$100.52	-2.8%	—	67103H107

Decreased Positions (13)

TSLA TESLA INC 2.0%

Value ($000) $21,890 (-44.8%) Shares 48,674 (-45.4%) Est. Cost $346.84 Unrealized +27.8%

ATI ATI INC 0.3%

Value ($000) $3,835 (-82.0%) Shares 33,415 (-87.2%) Est. Cost $75.41 Unrealized +29.2%

LITE LUMENTUM HLDGS INC 3.6%

Value ($000) $40,605 (+59.7%) Shares 110,164 (-29.5%) Est. Cost $106.34 Unrealized +141.5%

MIR MIRION TECHNOLOGIES INC 0.7%

Value ($000) $7,258 (-64.6%) Shares 309,887 (-64.8%) Est. Cost $21.62 Unrealized +15.4%

TEAM ATLASSIAN CORPORATION 0.1%

Value ($000) $1,057 (-88.4%) Shares 6,516 (-88.6%) Est. Cost $180.93 Unrealized -13.3%

ORCL ORACLE CORP 0.1%

Value ($000) $1,347 (-84.1%) Shares 6,911 (-77.0%) Est. Cost $209.25 Unrealized +13.8%

RIOT RIOT PLATFORMS INC 0.1%

Value ($000) $784 (-88.2%) Shares 61,853 (-82.2%) Est. Cost $13.85 Unrealized +23.5%

CRS CARPENTER TECHNOLOGY CORP 0.3%

Value ($000) $2,825 (-66.6%) Shares 8,974 (-73.9%) Est. Cost $255.23 Unrealized +17.8%

BROS DUTCH BROS INC 0.0%

Value ($000) $219 (-94.5%) Shares 3,580 (-95.3%) Est. Cost $63.23 Unrealized -10.1%

EBAY EBAY INC. 0.1%

Value ($000) $748 (-78.7%) Shares 8,586 (-77.8%) Est. Cost $87.96 Unrealized -1.8%

AVAV AEROVIRONMENT INC 0.0%

Value ($000) $267 (-88.7%) Shares 1,102 (-85.3%) Est. Cost $258.71 Unrealized +21.5%

WDC WESTERN DIGITAL CORP 3.1%

Value ($000) $33,963 (-1.4%) Shares 197,152 (-31.3%) Est. Cost $47.46 Unrealized +219.3%

MDB MONGODB INC 0.0%

Value ($000) $439 (-41.1%) Shares 1,045 (-56.4%) Est. Cost $257.06 Unrealized +41.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	48,674 (-45.4%)	$21,890 (-44.8%)	2.0%	$346.84	+27.8%	COM	88160R101
ATI	ATI INC	33,415 (-87.2%)	$3,835 (-82.0%)	0.3%	$75.41	+29.2%	COM	01741R102
LITE	LUMENTUM HLDGS INC	110,164 (-29.5%)	$40,605 (+59.7%)	3.6%	$106.34	+141.5%	COM	55024U109
MIR	MIRION TECHNOLOGIES INC	309,887 (-64.8%)	$7,258 (-64.6%)	0.7%	$21.62	+15.4%	COM CL A	60471A101
TEAM	ATLASSIAN CORPORATION	6,516 (-88.6%)	$1,057 (-88.4%)	0.1%	$180.93	-13.3%	CL A	049468101
ORCL	ORACLE CORP	6,911 (-77.0%)	$1,347 (-84.1%)	0.1%	$209.25	+13.8%	COM	68389X105
RIOT	RIOT PLATFORMS INC	61,853 (-82.2%)	$784 (-88.2%)	0.1%	$13.85	+23.5%	COM	767292105
CRS	CARPENTER TECHNOLOGY CORP	8,974 (-73.9%)	$2,825 (-66.6%)	0.3%	$255.23	+17.8%	COM	144285103
BROS	DUTCH BROS INC	3,580 (-95.3%)	$219 (-94.5%)	0.0%	$63.23	-10.1%	CL A	26701L100
EBAY	EBAY INC.	8,586 (-77.8%)	$748 (-78.7%)	0.1%	$87.96	-1.8%	COM	278642103
AVAV	AEROVIRONMENT INC	1,102 (-85.3%)	$267 (-88.7%)	0.0%	$258.71	+21.5%	COM	008073108
WDC	WESTERN DIGITAL CORP	197,152 (-31.3%)	$33,963 (-1.4%)	3.1%	$47.46	+219.3%	COM	958102105
MDB	MONGODB INC	1,045 (-56.4%)	$439 (-41.1%)	0.0%	$257.06	+41.5%	CL A	60937P106

Unchanged Positions (1)

ICLR ICON PLC 0.5%

Value ($000) $6,109 Shares 33,526 Est. Cost $167.36 Unrealized +6.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ICLR	ICON PLC	33,526	$6,109	0.5%	$167.36	+6.4%	SHS	G4705A100