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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,507.69	1744.43	5,965,585	-13.57%	-236.74
Comfort Systems USA, Inc. Common Stock	FIX	1,629.51	1793.03	163,037	-9.12%	-163.52
GE Vernova Inc. Common Stock	GEV	1,034.80	1152.04	1,385,260	-10.18%	-117.24
ASML Holding N.V. - New York Registry Shares	ASML	1,721.42	1825.07	678,539	-5.68%	-103.64
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,243.12	1346.13	178,724	-7.65%	-103.01
Argan, Inc. Common Stock	AGX	633.85	725.23	130,588	-12.60%	-91.38
Micron Technology	MU	901.98	984.75	19,256,777	-8.41%	-82.77
Seagate Technology Plc	STX	793.35	868.26	1,143,205	-8.63%	-74.91
IES Holdings, Inc. - Common Stock	IESC	601.50	670.79	57,751	-10.33%	-69.29
Sterling Infrastructure, Inc. - Common Stock	STRL	649.00	717.11	164,652	-9.50%	-68.12
Western Digital	WDC	513.54	577.46	3,012,337	-11.07%	-63.92
Applied Materials	AMAT	533.17	592.79	4,696,164	-10.06%	-59.62
Caterpillar	CAT	913.91	969.92	1,136,227	-5.77%	-56.01
Astera Labs, Inc. - Common Stock	ALAB	380.00	432.74	2,102,298	-12.19%	-52.74
Teradyne, Inc. - Common Stock	TER	331.22	379.52	2,287,388	-12.73%	-48.30
Lumentum Holdings Inc. - Common Stock	LITE	684.11	731.25	1,335,108	-6.45%	-47.14
Advanced Micro Devices, Inc. - Common Stock	AMD	505.17	552.05	9,747,940	-8.49%	-46.88
SiTime Corporation - Common Stock	SITM	568.86	615.46	162,777	-7.57%	-46.61
United Rentals	URI	1,055.38	1099.68	63,894	-4.03%	-44.30
The Middleby Corporation - Common Stock	MIDD	140.60	179.20	98,383	-21.54%	-38.60
Vicor Corporation - Common Stock	VICR	247.78	285.34	294,051	-13.16%	-37.56
MKS Inc. - Common Stock	MKSI	331.11	368.06	455,448	-10.04%	-36.95
Carpenter Technology Corporation Common Stock	CRS	582.32	619.25	157,761	-5.96%	-36.93
Fabrinet Ordinary Shares	FN	464.57	500.75	213,558	-7.23%	-36.18
Elbit Systems Ltd. - Ordinary Shares	ESLT	775.58	811.01	32,740	-4.37%	-35.43
Lam Research	LRCX	315.38	350.20	5,042,348	-9.94%	-34.82
EMCOR Group, Inc. Common Stock	EME	752.59	787.29	60,390	-4.41%	-34.70
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	285.77	318.86	267,124	-10.38%	-33.09
Onto Innovation Inc. Common Stock	ONTO	271.64	303.86	279,193	-10.60%	-32.22
Curtiss-Wright Corporation Common Stock	CW	762.17	792.77	42,552	-3.86%	-30.60

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