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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TRPUT | $63.2M | 255000 | 19.11% |
| 2 | MICROSOFT CORPCALL | $44.4M | 120000 | 13.42% |
| 3 | ZOOM COMMUNICATIONS INCCALL | $22.5M | 280000 | 6.80% |
| 4 | ISHARES TRCALL | $21.7M | 250000 | 6.55% |
| 5 | WAYFAIR INC | $16.6M | 220489 | 5.01% |
| 6 | ANALOG DEVICES INCCALL | $15.1M | 47500 | 4.57% |
| 7 | UNITY SOFTWARE INC | $14.5M | 661362 | 4.39% |
| 8 | EQUINIX INC | $14.1M | 14429 | 4.27% |
| 9 | ADVANCED MICRO DEVICES INC | $11.6M | 57010 | 3.51% |
| 10 | VNET GROUP INC | $11.1M | 1324730 | 3.36% |
| 11 | AKAMAI TECHNOLOGIES INC | $8.5M | 73721 | 2.56% |
| 12 | ZOOM COMMUNICATIONS INC | $7.8M | 97356 | 2.37% |
| 13 | TERADYNE INC | $7.7M | 26026 | 2.33% |
| 14 | VANECK ETF TRUSTPUT | $7.7M | 20000 | 2.32% |
| 15 | SEA LTD | $7.6M | 92253 | 2.31% |
| 16 | TOWER SEMICONDUCTOR LTD | $7.1M | 40464 | 2.15% |
| 17 | ARM HOLDINGS PLC | $6.9M | 45366 | 2.07% |
| 18 | STMICROELECTRONICS N V | $6.6M | 191750 | 2.00% |
| 19 | CLOUDFLARE INC | $6.6M | 32107 | 2.00% |
| 20 | GDS HLDGS LTD | $5.7M | 142149 | 1.73% |
| 21 | TERAWULF INC | $4.7M | 327758 | 1.43% |
| 22 | PAYPAL HLDGS INCCALL | $4.5M | 100000 | 1.37% |
| 23 | APPLIED MATLS INC | $4.1M | 11880 | 1.23% |
| 24 | BLOOM ENERGY CORP | $3.7M | 27337 | 1.12% |
| 25 | FIGURE TECHNOLOGY SOLUTIO | $2.6M | 77424 | 0.79% |
| 26 | VEECO INSTRS INC DEL | $1.7M | 50276 | 0.51% |
| 27 | GRAB HOLDINGS LIMITED | $1.5M | 416206 | 0.46% |
| 28 | UNITY SOFTWARE INCCALL | $845K | 38500 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.