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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC CL A | $12.6M | 22107 | 21.32% |
| 2 | MICRON TECHNOLOGY INC COM | $11.3M | 33500 | 19.08% |
| 3 | AMAZON COM INC COM | $10.0M | 47968 | 16.84% |
| 4 | NVIDIA CORPORATION COM | $9.4M | 54000 | 15.87% |
| 5 | COHERENT CORP COM | $9.0M | 37847 | 15.20% |
| 6 | LUMENTUM HLDGS INC COM | $2.1M | 3000 | 3.55% |
| 7 | CONSTELLATION ENERGY CORP COM | $2.1M | 7500 | 3.53% |
| 8 | CORE SCIENTIFIC INC NEW COM | $976K | 65273 | 1.64% |
| 9 | INTEL CORP COM | $919K | 20835 | 1.55% |
| 10 | APPLIED OPTOELECTRONICS INC COM | $847K | 10014 | 1.43% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.