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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
AutoZone	AZO	2,940.78	2991.24	13,649	-1.69%	-50.46
Lumentum Holdings Inc. - Common Stock	LITE	866.00	914.76	933,196	-5.33%	-48.76
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,224.65	1267.77	90,868	-3.40%	-43.12
Fair Isaac Corporation Common Stock	FICO	1,108.15	1147.21	44,962	-3.40%	-39.06
ASML Holding N.V. - New York Registry Shares	ASML	1,660.26	1696.01	177,864	-2.11%	-35.75
Axon Enterprise, Inc. - Common Stock	AXON	535.24	566.56	157,056	-5.53%	-31.32
United Rentals	URI	1,009.89	1038.00	31,266	-2.71%	-28.11
Rush Enterprises, Inc. - Class B Common Stock	RUSHB	50.66	77.74	11,544	-34.83%	-27.08
Rush Enterprises, Inc. - Class A Common Stock	RUSHA	50.10	76.83	57,328	-34.79%	-26.73
SiTime Corporation - Common Stock	SITM	540.21	565.42	33,399	-4.46%	-25.21
Sandisk Corporation - Common Stock When-Issued	SNDK	1,545.47	1566.70	2,510,032	-1.35%	-21.23
Ciena Corporation Common Stock	CIEN	363.74	382.80	262,033	-4.98%	-19.06
Comfort Systems USA, Inc. Common Stock	FIX	1,526.63	1545.62	52,364	-1.23%	-18.99
Teradyne, Inc. - Common Stock	TER	331.04	349.83	335,794	-5.37%	-18.79
Argan, Inc. Common Stock	AGX	406.45	424.99	69,017	-4.36%	-18.54
Caterpillar	CAT	779.40	797.47	404,564	-2.27%	-18.07
GE Vernova Inc. Common Stock	GEV	880.77	898.53	450,890	-1.98%	-17.76
Palo Alto Networks, Inc. - Common Stock	PANW	364.38	382.13	1,132,687	-4.65%	-17.75
Seagate Technology Plc	STX	811.30	828.38	361,777	-2.06%	-17.08
Micron Technology	MU	942.03	958.73	5,137,005	-1.74%	-16.70
Applied Materials	AMAT	442.64	458.39	1,172,337	-3.44%	-15.75
Astera Labs, Inc. - Common Stock	ALAB	281.71	296.98	557,478	-5.14%	-15.27
Dell Technologies Inc. Class C Common Stock	DELL	440.77	456.01	1,522,454	-3.34%	-15.24
Synopsys, Inc. - Common Stock	SNPS	425.34	439.59	190,402	-3.24%	-14.25
Sterling Infrastructure, Inc. - Common Stock	STRL	455.99	470.07	75,246	-3.00%	-14.08
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	232.80	246.84	172,792	-5.69%	-14.04
Advanced Micro Devices, Inc. - Common Stock	AMD	458.03	470.72	3,466,978	-2.70%	-12.69
Analog Devices	ADI	350.00	362.14	287,374	-3.35%	-12.14
Martin Marietta Materials	MLM	505.79	517.86	91,063	-2.33%	-12.07
MongoDB, Inc. - Class A Common Stock	MDB	441.42	453.37	258,395	-2.64%	-11.95

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