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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $13.4M | 76664 | 17.06% |
| 2 | ADVANCED MICRO DEVICES INC | $8.6M | 42236 | 10.96% |
| 3 | ON SEMICONDUCTOR CORP | $8.4M | 135687 | 10.72% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $7.3M | 21681 | 9.35% |
| 5 | SPOTIFY TECHNOLOGY S A | $6.1M | 12576 | 7.78% |
| 6 | TERADYNE INC | $6.1M | 20567 | 7.78% |
| 7 | S&P GLOBAL INC | $5.0M | 11682 | 6.34% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | $4.6M | 23524 | 5.93% |
| 9 | MARVELL TECHNOLOGY INC | $4.4M | 44747 | 5.66% |
| 10 | LAM RESEARCH CORP | $4.0M | 18747 | 5.11% |
| 11 | LATTICE SEMICONDUCTOR CORP | $3.3M | 35036 | 4.15% |
| 12 | HEWLETT PACKARD ENTERPRISE C | $2.5M | 106124 | 3.22% |
| 13 | CME GROUP INC | $2.2M | 7503 | 2.83% |
| 14 | LIBERTY MEDIA CORP DEL | $780K | 9179 | 1.00% |
| 15 | MICRON TECHNOLOGY INC | $746K | 2208 | 0.95% |
| 16 | GE VERNOVA INC | $624K | 715 | 0.80% |
| 17 | NEBIUS GROUP N.V. | $292K | 2819 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.