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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Lumentum Holdings Inc. - Common Stock	LITE	865.41	914.76	1,380,382	-5.39%	-49.35
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,219.44	1267.77	141,836	-3.81%	-48.33
ASML Holding N.V. - New York Registry Shares	ASML	1,657.00	1696.01	271,047	-2.30%	-39.01
Axon Enterprise, Inc. - Common Stock	AXON	532.49	566.56	265,496	-6.01%	-34.07
Rush Enterprises, Inc. - Class B Common Stock	RUSHB	50.85	77.74	14,755	-34.58%	-26.88
Fair Isaac Corporation Common Stock	FICO	1,120.36	1147.21	56,856	-2.34%	-26.86
Rush Enterprises, Inc. - Class A Common Stock	RUSHA	50.31	76.83	78,783	-34.51%	-26.52
AutoZone	AZO	2,964.77	2991.24	28,467	-0.88%	-26.47
Palo Alto Networks, Inc. - Common Stock	PANW	362.88	382.13	1,851,496	-5.04%	-19.25
Ciena Corporation Common Stock	CIEN	363.58	382.80	434,871	-5.02%	-19.22
Synopsys, Inc. - Common Stock	SNPS	421.75	439.59	350,206	-4.06%	-17.84
Parker-Hannifin	PH	961.88	979.44	93,409	-1.79%	-17.56
BlackRock	BLK	1,138.18	1155.61	74,368	-1.51%	-17.43
Astera Labs, Inc. - Common Stock	ALAB	279.76	296.98	884,244	-5.80%	-17.22
SiTime Corporation - Common Stock	SITM	548.29	565.42	67,647	-3.03%	-17.13
Biglari Holdings Inc Cl A	BH-A	1,940.50	1957.33	4,850	-0.86%	-16.83
Applied Materials	AMAT	442.90	458.39	1,730,906	-3.38%	-15.49
CrowdStrike Holdings, Inc. - Class A Common Stock	CRWD	216.15	231.00	4,343,048	-6.43%	-14.85
Mettler-Toledo International, Inc. Common Stock	MTD	1,390.29	1405.14	39,544	-1.06%	-14.85
Caterpillar	CAT	783.24	797.47	666,367	-1.78%	-14.23
Dell Technologies Inc. Class C Common Stock	DELL	441.80	456.01	2,409,282	-3.12%	-14.21
Argan, Inc. Common Stock	AGX	410.94	424.99	132,202	-3.31%	-14.05
Advanced Micro Devices, Inc. - Common Stock	AMD	457.80	470.72	5,611,674	-2.74%	-12.92
MongoDB, Inc. - Class A Common Stock	MDB	440.81	453.37	387,612	-2.77%	-12.56
F5 Networks	FFIV	394.74	407.13	66,525	-3.04%	-12.39
Alumis Inc. - Common Stock	ALMS	9.830	21.81	9,788,409	-54.93%	-11.98
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	235.12	246.84	227,905	-4.75%	-11.72
Martin Marietta Materials	MLM	506.89	517.86	145,797	-2.12%	-10.97
Credo Technology Group Holding Ltd - Ordinary Shares	CRDO	215.27	226.19	1,540,596	-4.83%	-10.92
GE Vernova Inc. Common Stock	GEV	887.63	898.53	732,069	-1.21%	-10.89

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