VMW VMWARE INC. CLASS A
PHM PULTEGROUP INC.
WDC WESTERN DIGITAL CORPORATION
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KBH KB HOME
INTC INTEL CORPORATION
BZH BEAZER HOMES USA INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
UFPI UFP INDUSTRIES INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
RH-US INC.
RESTORATION HARDWARE INC.

PHM PULTEGROUP INC.
TOL TOLL BROTHERS INC.
KBH KB HOME
BZH BEAZER HOMES USA INC.
DHI D.R. HORTON INC.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
UFPI UFP INDUSTRIES INC.

WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
TTD-US INC.
THE TRADE DESK
INC.

TOL TOLL BROTHERS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KBH KB HOME
BZH BEAZER HOMES USA INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
ZG ZILLOW GROUP INC. CLASS A
COOP MR. COOPER GROUP INC.
PFSI PENNYMAC FINANCIAL SERVICES INC.

TOL TOLL BROTHERS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KBH KB HOME
BZH BEAZER HOMES USA INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
ZG ZILLOW GROUP INC. CLASS A
COOP MR. COOPER GROUP INC.
PFSI PENNYMAC FINANCIAL SERVICES INC.

KBH KB HOME
RCKT ROCKET PHARMACEUTICALS
IDYA-US IDEAYA BIOSCIENCES
INC.

MTB M&T BANK CORPORATION
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KEY KEYCORP
KBH KB HOME
INTC INTEL CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
COLB COLUMBIA BANKING SYSTEM INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
BKU BANKUNITED INC.
BBY BEST BUY CO. INC.
BANC BANC OF CALIFORNIA INCORPORATED
AZO AUTOZONE INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
ORLY O'REILLY AUTOMOTIVE INC.
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
ITOS INC.
STX ITEOS THERAPEUTICS
SOFI SEAGATE TECHNOLOGY HLDGS PLC
GFS SOFI TECHNOLOGIES INC
GLOBALFOUNDRIES INC

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
SMCI SUPER MICRO COMPUTER
LSEA INC.
CGEM LANDSEA HOMES CORP (A)
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

LEN LENNAR CORPORATION CLASS A
KBH KB HOME
BZH BEAZER HOMES USA INC.
ZG ZILLOW GROUP INC. CLASS A
LSEA LANDSEA HOMES CORP (A)

2454 MEDIATEK INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK 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
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED

TPX TEMPUR SEALY INTERNATIONAL INC
NVDA NVIDIA CORPORATION
KBH KB HOME
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CVBF CVB FINANCIAL CORP.
COLB COLUMBIA BANKING SYSTEM INC.
CATY CATHAY GENERAL BANCORP
NFLX NETFLIX INC.
CFR CULLEN/FROST BANKERS INC.
SNBR SLEEP NUMBER CORPORATION
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PRPL PURPLE INNOVATION
PLTR PALANTIR TECHNOLOGIES
CGNT COGNYTE SOFTWARE LTD.

GEO GEO GROUP INC. (THE)
UBI UBISOFT ENTERTAINMENT SA
KBH KB HOME
FTNT FORTINET INC.
CXW CORECIVIC INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
DRI DARDEN RESTAURANTS INC.
AAPL APPLE INC.