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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Biglari Holdings Inc Cl A	BH-A	1,917.20	2049.56	29,322	-6.46%	-132.36
Comfort Systems USA, Inc. Common Stock	FIX	1,279.37	1401.27	863,333	-8.70%	-121.90
Sandisk Corporation - Common Stock When-Issued	SNDK	1,260.93	1378.22	10,334,584	-8.51%	-117.29
ASML Holding N.V. - New York Registry Shares	ASML	1,560.54	1676.69	2,031,306	-6.93%	-116.15
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,167.93	1283.32	1,479,762	-8.99%	-115.39
GE Vernova Inc. Common Stock	GEV	827.42	925.92	5,833,374	-10.64%	-98.50
Lumentum Holdings Inc. - Common Stock	LITE	752.54	850.70	6,126,680	-11.54%	-98.16
Carpenter Technology Corporation Common Stock	CRS	292.26	368.16	2,751,677	-20.62%	-75.90
Parker-Hannifin	PH	893.21	958.22	1,249,182	-6.78%	-65.01
Micron Technology	MU	856.49	913.67	31,913,703	-6.26%	-57.18
Seagate Technology Plc	STX	642.14	696.89	5,761,269	-7.86%	-54.75
Quanta Services	PWR	552.44	601.14	2,011,623	-8.10%	-48.70
Meta Platforms, Inc. - Class A Common Stock	META	648.85	697.52	40,539,983	-6.98%	-48.67
SiTime Corporation - Common Stock	SITM	462.72	509.20	614,560	-9.13%	-46.48
Advanced Micro Devices, Inc. - Common Stock	AMD	507.93	552.72	28,217,903	-8.10%	-44.79
MACOM Technology Solutions Holdings, Inc. - Common Stock	MTSI	229.73	273.05	2,665,916	-15.87%	-43.32
Moderna, Inc. - Common Stock	MRNA	202.63	245.81	49,845,059	-17.57%	-43.18
Equinix, Inc. - Common Stock	EQIX	952.62	995.00	819,003	-4.26%	-42.38
Sterling Infrastructure, Inc. - Common Stock	STRL	372.83	412.96	925,856	-9.72%	-40.13
Littelfuse, Inc. - Common Stock	LFUS	350.28	389.65	551,970	-10.10%	-39.37
Kaiser Aluminum Corporation - Common Stock	KALU	114.99	153.95	1,090,609	-25.31%	-38.96
EMCOR Group, Inc. Common Stock	EME	660.41	699.17	644,524	-5.54%	-38.76
Ciena Corporation Common Stock	CIEN	322.64	361.34	3,933,599	-10.71%	-38.70
Fabrinet Ordinary Shares	FN	317.67	356.06	1,129,611	-10.78%	-38.39
Teradyne, Inc. - Common Stock	TER	308.75	345.49	5,870,994	-10.63%	-36.74
Caterpillar	CAT	704.05	740.21	3,092,604	-4.89%	-36.16
Celestica	CLS	269.01	304.61	3,309,025	-11.69%	-35.60
NVE Corporation - Common Stock	NVEC	68.36	103.07	485,302	-33.68%	-34.71
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	187.96	222.30	1,611,593	-15.45%	-34.34
Vicor Corporation - Common Stock	VICR	179.99	213.42	1,326,465	-15.66%	-33.43

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