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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | $88.5M | 504239 | 16.88% |
| 2 | MARVELL TECHNOLOGY INC | $55.8M | 563573 | 10.65% |
| 3 | LIVE NATION ENTERTAINMENT IN | $44.9M | 294398 | 8.57% |
| 4 | AIRBNB INC | $31.2M | 247006 | 5.95% |
| 5 | RAMBUS INC DEL | $28.7M | 333817 | 5.48% |
| 6 | COHERENT CORP | $20.9M | 87905 | 4.00% |
| 7 | FLEXTRONICS INTL LTD | $20.4M | 311223 | 3.89% |
| 8 | AXON ENTERPRISE INC | $20.1M | 47442 | 3.84% |
| 9 | EXTREME NETWORKS | $19.8M | 1313061 | 3.78% |
| 10 | TOAST INC | $19.4M | 732027 | 3.70% |
| 11 | LEGENCE CORP | $19.1M | 337638 | 3.64% |
| 12 | INTERDIGITAL INC | $16.3M | 54104 | 3.12% |
| 13 | HINGE HEALTH INC | $16.1M | 417182 | 3.07% |
| 14 | ADTRAN HOLDINGS INC | $15.3M | 1219976 | 2.93% |
| 15 | CELESTICA INC | $15.1M | 53495 | 2.88% |
| 16 | F5 INC | $14.5M | 50196 | 2.77% |
| 17 | LIONSGATE STUDIOS CORP | $10.0M | 1040934 | 1.90% |
| 18 | GUIDEWIRE SOFTWARE INC | $9.4M | 62863 | 1.79% |
| 19 | ENERGY FUELS INC | $9.3M | 507555 | 1.77% |
| 20 | SPHERE ENTERTAINMENT CO | $8.6M | 73345 | 1.64% |
| 21 | AMBARELLA INC | $5.9M | 114940 | 1.13% |
| 22 | APPLOVIN CORP | $5.8M | 14480 | 1.10% |
| 23 | DIGITAL RLTY TR INC | $5.4M | 29838 | 1.03% |
| 24 | ASTERA LABS INC | $5.2M | 47394 | 0.99% |
| 25 | OSI SYSTEMS INC | $5.1M | 19274 | 0.98% |
| 26 | EQUINIX INC | $5.0M | 5102 | 0.95% |
| 27 | PALANTIR TECHNOLOGIES INC | $4.3M | 29150 | 0.81% |
| 28 | SNOWFLAKE INC | $4.0M | 26377 | 0.76% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.