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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $16.1M | 92500 | 3.94% |
| 2 | ASML HOLDING N V | $13.9M | 10500 | 3.39% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | $13.5M | 40000 | 3.30% |
| 4 | ALPHABET INC | $12.4M | 43000 | 3.02% |
| 5 | LUMENTUM HLDGS INC | $11.9M | 17000 | 2.92% |
| 6 | MICROSOFT CORPCALL | $11.1M | 30000 | 2.71% |
| 7 | AMAZON COM INC | $10.7M | 51500 | 2.62% |
| 8 | TOWER SEMICONDUCTOR LTD | $10.7M | 61035 | 2.62% |
| 9 | APPLE INC | $10.2M | 40000 | 2.48% |
| 10 | BROADCOM INC | $10.1M | 32500 | 2.46% |
| 11 | GE VERNOVA INC | $9.7M | 11125 | 2.37% |
| 12 | AMPHENOL CORP NEW | $9.2M | 72500 | 2.24% |
| 13 | HEICO CORP NEW | $9.0M | 32750 | 2.19% |
| 14 | META PLATFORMS INCCALL | $8.6M | 15000 | 2.10% |
| 15 | TRANSDIGM GROUP INC | $8.5M | 7350 | 2.08% |
| 16 | KLA CORP | $7.7M | 5250 | 1.89% |
| 17 | WOODWARD INC | $7.7M | 21500 | 1.88% |
| 18 | SHERWIN WILLIAMS CO | $7.7M | 24000 | 1.88% |
| 19 | INTEL CORP | $7.5M | 170000 | 1.83% |
| 20 | TE CONNECTIVITY PLC | $7.1M | 34000 | 1.74% |
| 21 | TERADYNE INC | $6.7M | 22500 | 1.63% |
| 22 | COSTCO WHSL CORP NEW | $6.5M | 6500 | 1.58% |
| 23 | OREILLY AUTOMOTIVE INC | $6.2M | 67500 | 1.52% |
| 24 | CIENA CORP | $5.8M | 15000 | 1.42% |
| 25 | MASTERCARD INCORPORATED | $5.7M | 11500 | 1.40% |
| 26 | SYNOPSYS INC | $5.5M | 13750 | 1.33% |
| 27 | CUMMINS INC | $5.4M | 10000 | 1.31% |
| 28 | PARKER-HANNIFIN CORP | $5.4M | 6000 | 1.31% |
| 29 | VISA INC | $5.3M | 17500 | 1.29% |
| 30 | COHERENT CORP | $5.2M | 22000 | 1.28% |
| 31 | MONOLITHIC PWR SYS INC | $4.9M | 4500 | 1.20% |
| 32 | THERMO FISHER SCIENTIFIC INC | $4.9M | 10000 | 1.20% |
| 33 | BOEING CO | $4.9M | 24500 | 1.19% |
| 34 | JPMORGAN CHASE & CO. | $4.9M | 16527 | 1.19% |
| 35 | GE AEROSPACE | $4.7M | 16500 | 1.14% |
| 36 | META PLATFORMS INC | $4.6M | 8000 | 1.12% |
| 37 | SANDISK CORP | $4.4M | 7000 | 1.09% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $4.3M | 6 | 1.05% |
| 39 | MICROSOFT CORP | $4.3M | 11500 | 1.04% |
| 40 | S&P GLOBAL INCCALL | $4.3M | 10000 | 1.04% |
| 41 | CADENCE DESIGN SYSTEM INC | $4.0M | 14500 | 0.98% |
| 42 | SEAGATE TECHNOLOGY HLDNGS PL | $3.9M | 10000 | 0.96% |
| 43 | TTM TECHNOLOGIES INC | $3.9M | 40000 | 0.95% |
| 44 | AMAZON COM INCCALL | $3.9M | 18500 | 0.94% |
| 45 | S&P GLOBAL INC | $3.8M | 9000 | 0.93% |
| 46 | MASTERCARD INCORPORATEDCALL | $3.7M | 7500 | 0.92% |
| 47 | UNION PAC CORP | $3.6M | 15000 | 0.89% |
| 48 | ZOOM COMMUNICATIONS INCCALL | $3.6M | 45000 | 0.88% |
| 49 | CLOUDFLARE INC | $3.6M | 17500 | 0.88% |
| 50 | BLOOM ENERGY CORP | $3.6M | 26600 | 0.88% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.