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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | $27.6M | 158500 | 9.97% |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $25.0M | 73970 | 9.02% |
| 3 | Lumentum Holdings Inc. | $22.5M | 31950 | 8.10% |
| 4 | Coherent Corp. | $18.2M | 76300 | 6.56% |
| 5 | GE Vernova Inc. | $16.6M | 19010 | 5.99% |
| 6 | Vertiv Holdings Co | $13.6M | 54160 | 4.90% |
| 7 | Palantir Technologies, Inc. Class A | $13.4M | 91700 | 4.84% |
| 8 | Arm Holdings plc | $12.2M | 80450 | 4.39% |
| 9 | Fastly, Inc. | $11.7M | 403830 | 4.23% |
| 10 | Corning Inc. Glass Works | $11.7M | 85690 | 4.20% |
| 11 | Applied Materials, Inc. | $11.1M | 32470 | 4.00% |
| 12 | Bloom Energy Corporation | $11.1M | 81810 | 4.00% |
| 13 | EchoStar Corporation | $10.8M | 92100 | 3.89% |
| 14 | DigitalOcean Holdings, Inc. | $8.5M | 99010 | 3.06% |
| 15 | Tower Semiconductor Ltd. | $8.4M | 47800 | 3.03% |
| 16 | Nebius Group N.V. | $8.3M | 80340 | 3.01% |
| 17 | Teradyne, Inc. | $8.3M | 28040 | 3.00% |
| 18 | Marvell Technology, Inc. | $8.2M | 82580 | 2.95% |
| 19 | Cloudflare, Inc. Class A | $8.1M | 39410 | 2.93% |
| 20 | Kulicke & Soffa Industries | $8.1M | 123690 | 2.93% |
| 21 | ASML Holding N.V. ADR | $8.1M | 6140 | 2.93% |
| 22 | Qnity Electronics, Inc. | $5.5M | 47780 | 1.99% |
| 23 | MercadoLibre, Inc. (Argentina) | $17K | 10 | 0.01% |
| 24 | KLA Corporation | $15K | 10 | 0.01% |
| 25 | Monolithic Power Systems, Inc. | $11K | 10 | 0.00% |
| 26 | Netflix, Inc. | $10K | 100 | 0.00% |
| 27 | Palo Alto Networks, Inc. | $7K | 42 | 0.00% |
| 28 | Sandisk Corp. | $6K | 10 | 0.00% |
| 29 | Invesco QQQ ETF | $6K | 10 | 0.00% |
| 30 | Meta Platforms, Inc. Class A | $6K | 10 | 0.00% |
| 31 | Argan, Inc. | $5K | 10 | 0.00% |
| 32 | ServiceNow, Inc. | $5K | 50 | 0.00% |
| 33 | Spotify Technology S.A. (Luxembourg) | $5K | 10 | 0.00% |
| 34 | Texas Pacific Land Corporation | $5K | 10 | 0.00% |
| 35 | Axon Enterprise, Inc. | $4K | 10 | 0.00% |
| 36 | AppLovin Corporation | $4K | 10 | 0.00% |
| 37 | Segate Technology | $4K | 10 | 0.00% |
| 38 | CrowdStrike Holdings, Inc. Class A | $4K | 10 | 0.00% |
| 39 | Ciena Corp. | $4K | 10 | 0.00% |
| 40 | VanEck Semiconductor ETF | $4K | 10 | 0.00% |
| 41 | Tesla, Inc. | $4K | 10 | 0.00% |
| 42 | Microsoft Corp. | $4K | 10 | 0.00% |
| 43 | Eaton Corporation PLC | $4K | 10 | 0.00% |
| 44 | SiTime Corporation | $3K | 10 | 0.00% |
| 45 | Micron Technology, Inc. | $3K | 10 | 0.00% |
| 46 | Talen Energy Corporation | $3K | 10 | 0.00% |
| 47 | Carvana Co. Class A | $3K | 10 | 0.00% |
| 48 | Broadcom Ltd. | $3K | 10 | 0.00% |
| 49 | Alphabet, Inc. Class A | $3K | 10 | 0.00% |
| 50 | GE Aerospace | $3K | 10 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.