SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
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TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
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CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.

SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
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DASH DOORDASH
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TTD THE TRADE DESK
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RUM CLEAR SECURE INC
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MAPLEBEAR INC.

TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
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BKNG BOOKING HOLDINGS INC.
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UBER UBER TECHNOLOGIES INC.
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YOU CLEAR SECURE INC
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UBER UBER TECHNOLOGIES INC.

UBER UBER TECHNOLOGIES INC.

UBER UBER TECHNOLOGIES INC.

TPX TEMPUR SEALY INTERNATIONAL INC
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WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
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SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EAT BRINKER INTERNATIONAL INC.
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
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AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
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STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
HR GLOBALFOUNDRIES INC
HEALTHCARE TRUST OF AMERICA INC.

UBER UBER TECHNOLOGIES INC.
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TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
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HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
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EWBC EAST WEST BANCORP INC.
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SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
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GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC

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TPX TEMPUR SEALY INTERNATIONAL INC
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WEN WENDY'S COMPANY
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VLY VALLEY NATIONAL BANCORP
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MCD MCDONALD'S CORPORATION
LOW LOWE'S COMPANIES INC.
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HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
EXPE EXPEDIA GROUP INC.
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
EAT BRINKER INTERNATIONAL INC.
DKS DICK'S SPORTING GOODS INC.
COLB COLUMBIA BANKING SYSTEM INC.
CAKE CHEESECAKE FACTORY INCORPORATED
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
OSTK OVERSTOCK.COM INC.
BJRI BJ'S RESTAURANTS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ORLY O'REILLY AUTOMOTIVE INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PRPL PURPLE INNOVATION
RH RESTORATION HARDWARE INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
ASO INC.
DASH ACADEMY SPORTS AND OUTDOORS
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WOOF IMMUNOME
RBLX PETCO HEALTH AND WELLNESS
STX ROBLOX
ARHS SEAGATE TECHNOLOGY HLDGS PLC
GFS ARHAUS INC
YOU GLOBALFOUNDRIES INC
TYRA CLEAR SECURE INC
APGE TYRA BIOSCIENCES INC
APOGEE THERAPEUTICS INC

TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC

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
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YOU CLEAR SECURE INC
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SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
CVBF CVB FINANCIAL CORP.
COLB COLUMBIA BANKING SYSTEM INC.
CATY CATHAY GENERAL BANCORP
CFR CULLEN/FROST BANKERS INC.
BLDR BUILDERS FIRSTSOURCE INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
BDTX BLACK DIAMOND THERAPEUTICS
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UFPI UFP INDUSTRIES INC.
YOU CLEAR SECURE INC
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SHOP SHOPIFY INC.
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GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
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YOU CLEAR SECURE INC
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TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
BZH BEAZER HOMES USA INC.
BLDR BUILDERS FIRSTSOURCE INC.
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
LEGH LEGACY HOUSING CORP
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UFPI UFP INDUSTRIES INC.
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TRIP TRIPADVISOR INC.
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INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B BE SEMICONDUCTOR (SWISS)
BSIB WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
ARM ARMEYSKI HLDG AD

UBER UBER TECHNOLOGIES INC.
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UBER UBER TECHNOLOGIES INC.
0967655D GRABTAXI HOLDINGS PTE LTD
0084207D UBER TECHNOLOGIES INC
GRAB GRAB HLDGS LTD