Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
SNDKSandisk	$1,991.55	106,096	9.63%	$210.1M
MUMicron Technolog	$1,020.76	84,425	3.80%	$82.9M
FIXComfort Systems	$1,913.94	39,279	3.38%	$73.8M
KLACKLA	$237.33	236,510	2.76%	$60.2M
MPWRMonolithic Power	$1,498.77	34,677	2.51%	$54.7M
AMDAdvanced Micro D	$507.29	105,938	2.48%	$54.2M
CIENCIENA	$430.30	110,149	2.25%	$49.1M
LRCXLAM RESEARCH	$369.08	127,781	2.15%	$46.9M
CRWDCRWDSTRIK HLDG-A	$679.49	66,698	2.09%	$45.5M
HWMHowmet Aerspc	$277.42	169,462	2.05%	$44.9M
VRTVERTV HOLDINGS-A	$299.60	144,329	2.00%	$43.7M
BRK.BBerkshire Hath-B	$494.95	89,143	2.00%	$43.6M
IBKRINTERACTIVE BR-A	$93.10	472,797	1.97%	$42.9M
APHAmphenol-A	$158.81	268,365	1.89%	$41.3M
PWRQuanta Services	$719.29	55,669	1.81%	$39.4M
S SATSEchoStar-A	$120.97	321,760	1.68%	$36.7M
ANETARISTA NE	$168.01	221,286	1.66%	$36.1M
LLYEli Lilly & Co	$1,122.50	31,733	1.65%	$36.0M
COHRCOHERENT	$382.81	92,718	1.64%	$35.7M
AMATApplied Material	$568.23	61,723	1.60%	$35.0M
FSLRFirst Solar	$264.36	130,003	1.59%	$34.8M
INCYIncyte	$99.75	307,280	1.53%	$33.3M
TKOTKO GRP-A	$200.03	163,688	1.53%	$33.3M
NVDANVIDIA	$207.41	162,024	1.52%	$33.2M
EMEEmcor Group	$834.77	40,292	1.52%	$33.2M
GEVGE Vernova	$982.35	34,381	1.48%	$32.3M
AVGOBROADCOM	$376.71	82,418	1.44%	$31.5M
DDOGDATADOG-A	$231.11	135,977	1.43%	$31.3M
LITELumentum Hldngs	$875.36	33,666	1.42%	$31.0M
TPRTAPESTRY	$149.39	210,032	1.42%	$31.0M