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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GE VERNOVA INC | $10.9M | 12500 | 13.44% |
| 2 | NVIDIA CORPORATION | $10.5M | 60000 | 12.89% |
| 3 | ELI LILLY & CO | $8.3M | 9000 | 10.20% |
| 4 | PALANTIR TECHNOLOGIES INC | $7.3M | 50000 | 9.01% |
| 5 | ROCKET LAB CORP | $6.4M | 100000 | 7.91% |
| 6 | AMAZON COM INC | $5.5M | 26300 | 6.75% |
| 7 | INTEL CORP | $4.9M | 110000 | 5.98% |
| 8 | IRIDIUM COMMUNICATIONS INC | $4.3M | 154000 | 5.26% |
| 9 | SPHERE ENTERTAINMENT CO | $4.2M | 36000 | 5.20% |
| 10 | HILTON WORLDWIDE HLDGS INC | $4.1M | 13500 | 5.06% |
| 11 | NETFLIX INC. | $4.1M | 42500 | 5.03% |
| 12 | MICROSOFT CORP | $3.9M | 10600 | 4.83% |
| 13 | LIONSGATE STUDIOS CORP | $3.8M | 400000 | 4.72% |
| 14 | ARM HOLDINGS PLC | $3.0M | 20000 | 3.73% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.