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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,589.40	1390.95	14,519,198	+14.27%	+198.45
Micron Technology	MU	970.82	865.46	49,371,833	+12.17%	+105.36
Seagate Technology Plc	STX	891.83	802.45	6,062,922	+11.14%	+89.38
Lumentum Holdings Inc. - Common Stock	LITE	837.56	765.55	4,043,685	+9.41%	+72.01
ASML Holding N.V. - New York Registry Shares	ASML	1,801.51	1739.02	1,681,041	+3.59%	+62.49
Comfort Systems USA, Inc. Common Stock	FIX	1,773.51	1712.18	326,093	+3.58%	+61.33
Western Digital	WDC	548.39	487.42	7,449,037	+12.51%	+60.97
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,383.26	1328.80	986,536	+4.10%	+54.46
Sterling Infrastructure, Inc. - Common Stock	STRL	694.40	650.22	524,161	+6.79%	+44.18
Advanced Micro Devices, Inc. - Common Stock	AMD	544.43	503.57	29,054,515	+8.11%	+40.86
Teradyne, Inc. - Common Stock	TER	374.04	333.76	4,004,794	+12.07%	+40.28
Applied Materials	AMAT	564.55	525.70	7,646,121	+7.39%	+38.85
Biglari Holdings Inc Cl A	BH-A	1,947.07	1909.70	48,819	+1.96%	+37.37
SiTime Corporation - Common Stock	SITM	590.18	555.15	531,667	+6.31%	+35.03
Nebius Group N.V. - Class A Ordinary Shares	NBIS	216.92	182.62	25,633,001	+18.78%	+34.30
Carpenter Technology Corporation Common Stock	CRS	588.99	555.13	620,409	+6.10%	+33.86
Fabrinet Ordinary Shares	FN	527.35	494.26	793,907	+6.69%	+33.09
Celestica	CLS	339.59	307.34	3,143,599	+10.49%	+32.25
Coherent Corp. - Common Stock	COHR	317.22	285.40	4,531,780	+11.15%	+31.82
Cerebras Systems Inc. - Class A Common Stock	CBRS	208.57	176.88	6,244,113	+17.92%	+31.69
Goldman Sachs Group	GS	1,085.56	1055.03	1,718,589	+2.89%	+30.53
Ciena Corporation Common Stock	CIEN	408.73	378.77	2,036,385	+7.91%	+29.96
Bloom Energy Corporation Class A Common Stock	BE	226.26	197.06	14,946,623	+14.82%	+29.20
argenx SE - American Depositary Shares	ARGX	874.74	846.19	256,580	+3.37%	+28.55
Eli Lilly	LLY	1,175.41	1146.90	2,092,000	+2.49%	+28.51
IES Holdings, Inc. - Common Stock	IESC	647.92	621.04	152,902	+4.33%	+26.88
Caterpillar	CAT	889.97	864.30	3,754,742	+2.97%	+25.67
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	278.17	252.61	493,898	+10.12%	+25.56
Mettler-Toledo International, Inc. Common Stock	MTD	1,298.17	1273.77	174,813	+1.92%	+24.40
Tower Semiconductor Ltd. - Ordinary Shares	TSEM	250.91	227.21	1,489,312	+10.43%	+23.70

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