WAL WESTERN ALLIANCE BANCORP
TSLA TESLA INC
TCBI TEXAS CAPITAL BANCSHARES INC.
SKX SKECHERS U.S.A. INC. CLASS A
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
EWBC EAST WEST BANCORP INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
ORLY O'REILLY AUTOMOTIVE INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION

STZ CONSTELLATION BRANDS INC. CLASS A
KMX CARMAX INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
PINS PINTEREST INC. CLASS A
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
SNOW SNOWFLAKE INC. CLASS A

TPX TEMPUR SEALY INTERNATIONAL INC
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ABR ARBOR REALTY TRUST INC.
NFLX NETFLIX INC.
WD WALKER & DUNLOP INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ALPN ALPINE IMMUNE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
DELL DELL TECHNOLOGIES INC CLASS C
U UNITY SOFTWARE
CGNT COGNYTE SOFTWARE LTD.
PLTK PLAYTIKA HOLDING
AIRC APARTMENT INCOME REIT
PHVS PHARVARIS NV
RBLX ROBLOX
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
GFS GLOBALFOUNDRIES INC
RLYB RALLYBIO CORP
BROS DUTCH BROS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB

2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC

TPX TEMPUR SEALY INTERNATIONAL INC
W WAYFAIR INC.
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
PHM PULTEGROUP INC.
INFY INFOSYS LIMITED
DPZ DOMINO'S PIZZA INC.
ACN ACCENTURE PLC CLASS A
XNCR XENCOR INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MGPI MGP INGREDIENTS INC.
LGIH LGI HOMES INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
35G GENPACT LIMITED
FTNT FORTINET INC.
FHN FIRST HORIZON CORPORATION
EXLS EXLSERVICE HOLDINGS INC.
ETSY ETSY INC.
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CMRX CHIMERIX INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CCS CENTURY COMMUNITIES INC.
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
NFLX NETFLIX INC.
WD WALKER & DUNLOP INC.
WIPRO WIPRO LIMITED
DHI D.R. HORTON INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
DRI DARDEN RESTAURANTS INC.
GLOB GLOBANT SA
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
OKTA OKTA INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
LEGH LEGACY HOUSING CORP
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
COGT ORIC PHARMACEUTICALS
UFPI COGENT BIOSCIENCES INC
LSEA UFP INDUSTRIES INC.
DFH LANDSEA HOMES CORP (A)
IMNM DREAM FINDERS HOMES
FHTX IMMUNOME
TNGX FOGHORN THERAPEUTICS
MRVL TANGO THERAPEUTICS
STX INC
IKNA MARVELL TECHNOLOGY INC
TSVT SEAGATE TECHNOLOGY HLDGS PLC
HOWL IKENA ONCOLOGY INC
GFS 2SEVENTY BIO INC
CMPX WEREWOLF THERAPEUTICS INC
S GLOBALFOUNDRIES INC
FUSN COMPASS THERAPEUTICS
BROS SENTINELONE INC
SDHC FUSION PHARMACEUTICALS INC
DUTCH BROS INC
SMITH DOUGLAS HOMES CORP

2454 MEDIATEK INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

TSLA TESLA INC
TRNO TERRENO REALTY CORPORATION
TRIP TRIPADVISOR INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
IMAX IMAX CORPORATION
EXPE EXPEDIA GROUP INC.
CNK CINEMARK HOLDINGS INC.
ABR ARBOR REALTY TRUST INC.
WD WALKER & DUNLOP INC.
BLDR BUILDERS FIRSTSOURCE INC.
BKNG BOOKING HOLDINGS INC.
COOP MR. COOPER GROUP INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
PFSI PENNYMAC FINANCIAL SERVICES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC