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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,581.14	1390.95	8,867,432	+13.67%	+190.19
Micron Technology	MU	981.89	865.46	30,581,844	+13.45%	+116.43
Seagate Technology Plc	STX	899.58	802.45	3,285,721	+12.10%	+97.13
ASML Holding N.V. - New York Registry Shares	ASML	1,821.28	1739.02	932,454	+4.73%	+82.26
Lumentum Holdings Inc. - Common Stock	LITE	838.97	765.55	2,421,452	+9.59%	+73.42
Comfort Systems USA, Inc. Common Stock	FIX	1,784.81	1712.18	170,060	+4.24%	+72.63
Western Digital	WDC	552.70	487.42	4,479,079	+13.39%	+65.28
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,387.63	1328.80	395,303	+4.43%	+58.83
Applied Materials	AMAT	572.50	525.70	3,904,632	+8.90%	+46.80
Sterling Infrastructure, Inc. - Common Stock	STRL	696.74	650.22	206,698	+7.15%	+46.52
Teradyne, Inc. - Common Stock	TER	378.62	333.76	1,693,439	+13.44%	+44.87
Biglari Holdings Inc Cl A	BH-A	1,954.41	1909.70	31,032	+2.34%	+44.71
Advanced Micro Devices, Inc. - Common Stock	AMD	542.18	503.57	15,615,844	+7.67%	+38.61
Fabrinet Ordinary Shares	FN	532.70	494.26	265,859	+7.78%	+38.44
Coherent Corp. - Common Stock	COHR	319.71	285.40	2,572,777	+12.02%	+34.31
Ciena Corporation Common Stock	CIEN	411.24	378.77	1,163,984	+8.57%	+32.47
Goldman Sachs Group	GS	1,087.49	1055.03	777,616	+3.08%	+32.46
Carpenter Technology Corporation Common Stock	CRS	586.46	555.13	243,598	+5.64%	+31.33
Caterpillar	CAT	895.05	864.30	1,296,018	+3.56%	+30.75
Nebius Group N.V. - Class A Ordinary Shares	NBIS	213.31	182.62	13,814,039	+16.81%	+30.69
Cerebras Systems Inc. - Class A Common Stock	CBRS	207.21	176.88	3,140,400	+17.15%	+30.33
Bloom Energy Corporation Class A Common Stock	BE	226.68	197.06	7,865,910	+15.03%	+29.62
Teledyne Technologies Incorporated Common Stock	TDY	654.53	626.59	360,663	+4.46%	+27.94
SiTime Corporation - Common Stock	SITM	582.85	555.15	229,882	+4.99%	+27.70
Elbit Systems Ltd. - Ordinary Shares	ESLT	780.70	754.85	38,354	+3.42%	+25.85
argenx SE - American Depositary Shares	ARGX	871.46	846.19	168,908	+2.99%	+25.27
Dell Technologies Inc. Class C Common Stock	DELL	406.29	381.25	2,462,287	+6.57%	+25.04
Cue Health Inc. - Common Stock	HLTH	25.04	0.0434	6,391	+57595.85%	+25.00
Onto Innovation Inc. Common Stock	ONTO	302.62	278.54	392,591	+8.65%	+24.08
Tower Semiconductor Ltd. - Ordinary Shares	TSEM	251.10	227.21	889,797	+10.52%	+23.89

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