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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CORNING INC | $81.6M | 600000 | 5.37% |
| 2 | T-MOBILE US INC | $63.0M | 300000 | 4.15% |
| 3 | EQUINIX INC | $61.8M | 63000 | 4.07% |
| 4 | META PLATFORMS INC | $57.8M | 101000 | 3.80% |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $50.7M | 150000 | 3.34% |
| 6 | LUMENTUM HLDGS INC | $49.9M | 71000 | 3.29% |
| 7 | UBER TECHNOLOGIES INC | $43.2M | 600000 | 2.84% |
| 8 | VERIZON COMMUNICATIONS INC | $40.7M | 811000 | 2.68% |
| 9 | SANDISK CORP | $38.8M | 61000 | 2.55% |
| 10 | LAM RESEARCH CORP | $37.4M | 175000 | 2.46% |
| 11 | CIENA CORP | $35.3M | 91000 | 2.33% |
| 12 | SPOTIFY TECHNOLOGY S A | $33.9M | 70000 | 2.24% |
| 13 | APPLIED MATLS INC | $32.5M | 95000 | 2.14% |
| 14 | INTUIT | $32.0M | 74100 | 2.11% |
| 15 | AMAZON COM INC | $31.2M | 150000 | 2.06% |
| 16 | HUBSPOT INC | $30.7M | 125800 | 2.02% |
| 17 | NUTANIX INC | $30.0M | 790400 | 1.98% |
| 18 | WARNER BROS DISCOVERY INC | $29.8M | 1086000 | 1.96% |
| 19 | MICROSOFT CORP | $29.6M | 80000 | 1.95% |
| 20 | AFFIRM HLDGS INC | $27.5M | 600000 | 1.81% |
| 21 | DOORDASH INC | $27.5M | 183000 | 1.81% |
| 22 | SYNOPSYS INC | $27.3M | 68800 | 1.80% |
| 23 | COREWEAVE INC | $27.2M | 351000 | 1.79% |
| 24 | COSTAR GROUP INC | $26.9M | 666900 | 1.77% |
| 25 | OMNICOM GROUP INC | $26.6M | 353400 | 1.75% |
| 26 | FORTINET INC | $26.2M | 321200 | 1.73% |
| 27 | NETFLIX INC. | $25.5M | 265000 | 1.68% |
| 28 | BOOKING HOLDINGS INC | $25.3M | 6000 | 1.66% |
| 29 | ADVANCED MICRO DEVICES INC | $22.4M | 110000 | 1.47% |
| 30 | PROCORE TECHNOLOGIES INC | $21.8M | 381600 | 1.43% |
| 31 | MAPLEBEAR INC | $21.7M | 578024 | 1.43% |
| 32 | WARNER MUSIC GROUP CORP | $21.6M | 843836 | 1.42% |
| 33 | COHERENT CORP | $19.3M | 81000 | 1.27% |
| 34 | ISHARES BITCOIN TRUST ETF | $19.2M | 500000 | 1.26% |
| 35 | EXPEDIA GROUP INC | $17.3M | 75000 | 1.14% |
| 36 | GRAB HOLDINGS LIMITED | $16.7M | 4575000 | 1.10% |
| 37 | ANALOG DEVICES INC | $16.5M | 52000 | 1.09% |
| 38 | MARVELL TECHNOLOGY INC | $16.3M | 164212 | 1.07% |
| 39 | GDS HLDGS LTD | $16.1M | 400000 | 1.06% |
| 40 | BROADCOM INC | $15.8M | 51000 | 1.04% |
| 41 | PDD HOLDINGS INC | $15.6M | 153000 | 1.03% |
| 42 | WORKDAY INC | $15.4M | 118300 | 1.01% |
| 43 | LIVE NATION ENTERTAINMENT IN | $15.3M | 100000 | 1.00% |
| 44 | TRIP COM GROUP LTD | $14.9M | 300000 | 0.98% |
| 45 | BLOCK INC | $14.8M | 246000 | 0.97% |
| 46 | ADVANCED ENERGY INDS | $14.2M | 44000 | 0.93% |
| 47 | LIBERTY LIVE HOLDINGS INC | $14.1M | 150000 | 0.93% |
| 48 | ATLASSIAN CORPORATION | $12.6M | 183900 | 0.83% |
| 49 | SEA LTD | $12.5M | 151000 | 0.82% |
| 50 | REDDIT INC | $12.1M | 90000 | 0.80% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.