Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
SNDKSandisk	$1,617.70	107,086	10.30%	$234.0M
MUMicron Technolog	$938.38	85,217	4.25%	$96.6M
FIXComfort Systems	$1,683.44	39,642	3.43%	$78.0M
KLACKLA	$216.47	238,688	2.73%	$62.0M
AMDAdvanced Micro D	$516.11	106,928	2.53%	$57.5M
MPWRMonolithic Power	$1,272.81	35,007	2.41%	$54.7M
LRCXLAM RESEARCH	$326.13	128,969	2.21%	$50.2M
VRTVERTV HOLDINGS-A	$305.58	145,649	2.14%	$48.5M
CIENCIENA	$418.91	111,172	2.10%	$47.6M
HWMHowmet Aerspc	$275.43	171,013	2.09%	$47.5M
CRWDCRWDSTRIK HLDG-A	$194.62	67,325	2.03%	$46.1M
IBKRINTERACTIVE BR-A	$94.57	477,153	2.02%	$45.8M
APHAmphenol-A	$158.61	270,840	1.95%	$44.4M
BRK.BBerkshire Hath-B	$504.00	89,968	1.94%	$44.0M
PWRQuanta Services	$656.79	56,197	1.74%	$39.5M
GEVGE Vernova	$1,077.08	34,711	1.70%	$38.5M
AMATApplied Material	$554.50	62,284	1.69%	$38.4M
ANETARISTA NE	$166.46	223,332	1.67%	$37.9M
COHRCOHERENT	$314.13	93,576	1.60%	$36.5M
ECHOEchoStar-A	$97.91	324,730	1.56%	$35.5M
LLYEli Lilly & Co	$1,235.56	32,030	1.55%	$35.2M
NVDANVIDIA	$196.93	163,509	1.52%	$34.4M
AVGOBROADCOM	$370.78	83,177	1.51%	$34.2M
EMEEmcor Group	$768.38	40,655	1.50%	$34.0M
FSLRFirst Solar	$227.72	131,191	1.49%	$33.8M
TKOTKO GRP-A	$193.58	165,206	1.45%	$32.8M
HOODROBINHOOD MKTS-A	$112.90	300,765	1.43%	$32.5M
CCLCARNIVAL CORP	$26.68	1.1M	1.43%	$32.5M
RLRalph Lauren-A	$395.31	76,905	1.40%	$31.8M
DDOGDATADOG-A	$256.81	137,231	1.35%	$30.6M