2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
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.
INTC INTEL CORPORATION
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
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
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

FB FACEBOOK INC. CLASS A

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
PINS PINTEREST INC. CLASS A

NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.

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

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.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
PINS PINTEREST INC. CLASS A

TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A

LGIH LGI HOMES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
PINS PINTEREST INC. CLASS A

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
PINS PINTEREST INC. CLASS A

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DKS DICK'S SPORTING GOODS INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
ASO INC.
IMNM ACADEMY SPORTS AND OUTDOORS
MRVL IMMUNOME
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS 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
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

VRNS VARONIS SYSTEMS INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
OKTA OKTA INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES

TPX TEMPUR SEALY INTERNATIONAL INC
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
KBH KB HOME
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
FB FACEBOOK INC. CLASS A
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ALXN ALEXION PHARMACEUTICALS INC.
NFLX NETFLIX INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
CHWY CHEWY INC. CLASS A
KDNY CHINOOK THERAPEUTICS
TVTX INC.
VOR TRAVERE THERAPEUTICS INC
MRVL VOR BIOPHARMA
STX MARVELL TECHNOLOGY INC
VERA SEAGATE TECHNOLOGY HLDGS PLC
ALIT VERA THERAPEUTICS INC
GFS FOLEY TRASIMENE ACQUISITION CORP
FUSN GLOBALFOUNDRIES INC
MLTX FUSION PHARMACEUTICALS INC
TYRA MOONLAKE IMMUNOTHERAPEUTICS
BROS TYRA BIOSCIENCES INC
DUTCH BROS INC

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.

GEO GEO GROUP INC. (THE)
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
RWT REDWOOD TRUST INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CXW CORECIVIC INC.
ABR ARBOR REALTY TRUST INC.
WD WALKER & DUNLOP INC.
DHI D.R. HORTON INC.
BLDR BUILDERS FIRSTSOURCE INC.
CVCO CAVCO INDUSTRIES INC.
RDFN REDFIN CORPORATION
ZG ZILLOW GROUP INC. CLASS A
COOP MR. COOPER GROUP INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
PFSI PENNYMAC FINANCIAL SERVICES INC.
ACET ADICET BIO INC
RKT ROCKET COMPANIES
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
DSGN DESIGN THERAPEUTICS INC
UWMC UWM HLDGS CORP
SDHC SMITH DOUGLAS HOMES CORP

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
ABNB AIRBNB INC. CLASS A

QRVO QORVO INC.
ADS ADIDAS AG
BLUE BLUEBIRD BIO INC.
WDC WESTERN DIGITAL CORPORATION
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.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FL FOOT LOCKER INC.
FB FACEBOOK INC. CLASS A
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
UAA UNDER ARMOUR INC. CLASS A
ALPN ALPINE IMMUNE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
LEGH LEGACY HOUSING CORP
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
PHVS INC.
SNOW PHARVARIS NV
ONON SNOWFLAKE INC. CLASS A
STX ON HOLDING AG
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

QRVO QORVO INC.
WDC WESTERN DIGITAL CORPORATION
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
SNOW INC.
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

WSM WILLIAMS-SONOMA INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FL FOOT LOCKER INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
DKS DICK'S SPORTING GOODS INC.
DECK DECKERS OUTDOOR CORPORATION
DRI DARDEN RESTAURANTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
RMBL RUMBLEON INC
PGY PAGAYA TECHNOLOGIES LTD
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
CART MAPLEBEAR INC.