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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITY SOFTWARE INC | $58.0M | 2642765 | 11.77% |
| 2 | BROADCOM INC | $57.3M | 185000 | 11.62% |
| 3 | NVIDIA CORPORATION | $56.3M | 322791 | 11.43% |
| 4 | LUMENTUM HLDGS INC | $51.7M | 73580 | 10.49% |
| 5 | ORACLE CORP | $51.0M | 347000 | 10.36% |
| 6 | ATOUR LIFESTYLE HLDGS LTD | $29.7M | 806000 | 6.02% |
| 7 | COHERENT CORP | $26.8M | 112300 | 5.43% |
| 8 | CELESTICA INC | $26.3M | 93400 | 5.34% |
| 9 | GDS HLDGS LTD | $17.9M | 445050 | 3.64% |
| 10 | RIOT PLATFORMS INC | $17.9M | 1450000 | 3.64% |
| 11 | HESAI GROUP | $16.5M | 865000 | 3.36% |
| 12 | AMER SPORTS INC | $13.8M | 418000 | 2.79% |
| 13 | BLOOM ENERGY CORP | $13.7M | 101000 | 2.78% |
| 14 | JOYY INC | $10.2M | 174000 | 2.06% |
| 15 | RALPH LAUREN CORP | $9.7M | 28300 | 1.98% |
| 16 | CIENA CORP | $9.4M | 24300 | 1.91% |
| 17 | CREDO TECHNOLOGY GROUP HOLDI | $6.3M | 67500 | 1.29% |
| 18 | SPDR SERIES TRUST | $5.4M | 67500 | 1.10% |
| 19 | LOWES COS INC | $3.5M | 15000 | 0.72% |
| 20 | V F CORP | $3.0M | 177000 | 0.61% |
| 21 | AMERICAN EAGLE OUTFITTERS IN | $3.0M | 178000 | 0.60% |
| 22 | WALMART INC | $2.9M | 23500 | 0.59% |
| 23 | BOOT BARN HLDGS INC | $2.3M | 15900 | 0.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.