ADVANCED MICRO DEVICES INC COM 007903107 16541990 27040 SH SOLE 27040 0 0 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 184536 3600 SH SOLE 3600 0 0 AMERICAN TOWER CORP COM 03027X100 104762 640 SH SOLE 640 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 113657 8130 SH SOLE 8130 0 0 AMPHENOL CORP CL A 032095101 1409496 16720 SH SOLE 16720 0 0 APPLIED MATLS INC COM 038222105 434673 850 SH SOLE 850 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 362075 1250 SH SOLE 1250 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 2866062 1582 SH SOLE 1582 0 0 BITMINE IMMERSION TECHS INC COM NEW 09175A206 243156 9200 SH SOLE 9200 0 0 BROADCOM INC COM 11135F101 8077370 23000 SH SOLE 23000 0 0 CARETRUST REIT INC COM 14174T107 197166 5390 SH SOLE 5390 0 0 CIRCLE INTERNET GROUP INC COM CL A 172573107 71488 870 SH SOLE 870 0 0 D R HORTON INC COM 23331A109 215497 1577 SH SOLE 1577 0 0 DIGITAL RLTY TR INC COM 253868103 184307 1050 SH SOLE 1050 0 0 DIREXION SHARES ETF TRUST DAILY 20 YR TREA 25460G849 23954185 480140 SH SOLE 480140 0 0 EQUINIX INC COM 29444U700 263011 260 SH SOLE 260 0 0 FUTU HLDGS LTD SPON ADS CL A 36118L106 4037286 36520 SH SOLE 36520 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 144907 4640 SH SOLE 4640 0 0 HOST HOTELS & RESORTS INC COM 44107P104 10299 460 SH SOLE 460 0 0 IRON MTN INC DEL COM 46284V101 223564 2015 SH SOLE 2015 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 10956038 231433 SH SOLE 231433 0 0 ISHARES ETHEREUM TR SHS 46438R105 337010 16750 SH SOLE 16750 0 0 LAM RESEARCH CORP COM NEW 512807306 7217365 21970 SH SOLE 21970 0 0 LUMENTUM HLDGS INC COM 55024U109 13481089 13880 SH SOLE 13880 0 0 MICRON TECHNOLOGY INC COM 595112103 15124562 14200 SH SOLE 14200 0 0 MID-AMER APT CMNTYS INC COM 59522J103 70644 600 SH SOLE 600 0 0 NOKIA CORP SPONSORED ADR 654902204 133747 13190 SH SOLE 13190 0 0 NVIDIA CORPORATION COM 67066G104 17055418 74680 SH SOLE 74680 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 5650219 30207 SH SOLE 30207 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 27039724 346930 SH SOLE 346930 0 0 PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 17659561 929940 SH SOLE 929940 0 0 PULTE GROUP INC COM 745867101 227478 1960 SH SOLE 1960 0 0 SANDISK CORP COM 80004C200 13170967 7570 SH SOLE 7570 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4205870 4560 SH SOLE 4560 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 14807927 32460 SH SOLE 32460 0 0 TERADYNE INC COM 880770102 4273701 10660 SH SOLE 10660 0 0 UNITED STS OIL FD LP UNITS 91232N207 5953124 40870 SH SOLE 40870 0 0 VENTAS INC COM 92276F100 258461 3040 SH SOLE 3040 0 0 VICI PPTYS INC COM 925652109 52739 2296 SH SOLE 2296 0 0 WELLTOWER INC COM 95040Q104 247508 1075 SH SOLE 1075 0 0 WESTERN DIGITAL CORP COM 958102105 2963079 6520 SH SOLE 6520 0 0 YUANBAO INC SPONSORED ADS 987910106 15109537 1214593 SH SOLE 1214593 0 0