ADVANCED MICRO DEVICES INCCOM0079031071405396222973SHSOLE2297300ARGAN INCCOM04010E109404482110702SHSOLE1070200ARGENX SESPONSORED ADR04016X10158282556078SHSOLE607800ARISTA NETWORKS INCCOM SHS0404132051418237769661SHSOLE6966100ASE TECHNOLOGY HLDG CO LTDSPONSORED ADS00215W1009304430209276SHSOLE20927600ASML HLDG NVN Y REGISTRY SHSN07059210130772367218SHSOLE721800CELESTICA INCCOM15101Q207709487119630SHSOLE1963000COHERENT CORPCOM19247G107542147718837SHSOLE1883700MICRON TECHNOLOGY INCCOM5951121031567330314715SHSOLE1471500PALANTIR TECHNOLOGIES INCCL A69608A1081174695162801SHSOLE6280100SANDISK CORPCOM80004C2001828276410508SHSOLE1050800SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R1031934241720971SHSOLE2097100TOWER SEMICONDUCTOR LTDSHS NEWM87915274592659826059SHSOLE2605900ALPHABET INCCAP STK CL A02079K3051575068445776SHSOLE4577600AMAZON COM INCCOM023135106524018021032SHSOLE2103200BROADCOM INCCOM11135F1011428400740673SHSOLE4067300CHENIERE ENERGY INCCOM NEW16411R2081106413241126SHSOLE4112600DELL TECHNOLOGIES INCCL C24703L2021461883427175SHSOLE2717500ELI LILLY & COCOM5324571081200523210375SHSOLE1037500GE AEROSPACECOM NEW3696043011599024251203SHSOLE5120300GE VERNOVA INCCOM36828A101985563710369SHSOLE1036900HEWLETT PACKARD ENTERPRISE CCOM42824C10915409182241183SHSOLE24118300LAM RESEARCH CORPCOM NEW512807306892397427165SHSOLE2716500MARVELL TECHNOLOGY INCCOM573874104764307728928SHSOLE2892800NVIDIA CORPORATIONCOM67066G1041916003983895SHSOLE8389500SLB LIMITEDCOM STK806857108447269191804SHSOLE9180400TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS8740391001624173335603SHSOLE3560300TARGA RES CORPCOM87612G101510886918900SHSOLE1890000TWILIO INCCL A90138F102893845530563SHSOLE3056300WESTERN DIGITAL CORPCOM958102105521220211469SHSOLE1146900VENTURE GLOBAL INCCOM CL A92333F1012241616177343SHSOLE17734300APPLE INCCOM037833100357624410739SHSOLE1073900VANGUARD INDEX FDSMRNGSTR GRWT ETF9229087364572185074SHSOLE507400META PLATFORMS INCCL A30303M1021109092815294SHSOLE1529400MICROSOFT CORPCOM594918104342824668SHSOLE66800USA RARE EARTH INCCOM91733P10714675610423SHSOLE1042300SPDR GOLD TRGOLD SHS78463V10712567723300SHSOLE330000ISHARES TRCORE S&P500 ETF464287200400996524SHSOLE52400APPLIED OPTOELECTRONICS INCCOM03823U1022265112282SHSOLE228200ASTERA LABS INCCOM04626A103249891702SHSOLE70200AVNET INCCOM0538071032131932133SHSOLE213300DATADOG INCCL A COM23804L1033198571168SHSOLE116800SITIME CORPCOM82982T106331883509SHSOLE50900VICOR CORPCOM925815102218728757SHSOLE75700ZETA GLOBAL HOLDINGS CORPCL A98956A1052135716765SHSOLE676500VANGUARD INDEX FDSS&P 500 ETF SHS922908363462879660SHSOLE66000COSTCO WHOLESALE CORPORATIONCOM22160K105242583266SHSOLE26600SELECT SECTOR SPDR TRST STR TECHN ETF81369Y8033134341601SHSOLE160100WALMART INCCOM9311421038426878109SHSOLE810900CATERPILLAR INCCOM1491231019356521154SHSOLE115400SOUTHERN COCOM8425871072862233453SHSOLE345300ICECURE MED LTDORD SHS NEWM53071201303420000SHSOLE2000000EATON CORP PLCSHSG29183103313688730SHSOLE73000REGIONS FINANCIAL CORP NEWCOM7591EP1002619469745SHSOLE974500