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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
NVR, Inc. Common Stock	NVR	5,749.96	5899.16	39,806	-2.53%	-149.20
Lumentum Holdings Inc. - Common Stock	LITE	995.41	1103.36	6,455,797	-9.78%	-107.95
Sandisk Corporation - Common Stock When-Issued	SNDK	1,487.33	1581.82	8,804,679	-5.97%	-94.49
Comfort Systems USA, Inc. Common Stock	FIX	1,638.05	1715.69	267,121	-4.53%	-77.64
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,319.23	1386.29	870,269	-4.84%	-67.06
Ciena Corporation Common Stock	CIEN	405.01	449.77	3,326,198	-9.95%	-44.76
SiTime Corporation - Common Stock	SITM	570.07	612.37	473,000	-6.91%	-42.30
Micron Technology	MU	989.04	1029.00	23,986,314	-3.88%	-39.96
Ubiquiti Inc. Common Stock	UI	619.56	657.29	72,066	-5.74%	-37.73
ASML Holding N.V. - New York Registry Shares	ASML	1,750.24	1780.34	1,107,921	-1.69%	-30.10
Fabrinet Ordinary Shares	FN	456.40	486.28	1,048,132	-6.14%	-29.88
Seagate Technology Plc	STX	753.25	783.00	4,095,847	-3.80%	-29.75
Coherent Corp. - Common Stock	COHR	288.02	312.62	7,459,125	-7.87%	-24.60
MACOM Technology Solutions Holdings, Inc. - Common Stock	MTSI	306.36	330.06	1,615,940	-7.18%	-23.70
Watsco Inc Cl B	WSO-B	287.50	310.90	299	-7.53%	-23.40
Onto Innovation Inc. Common Stock	ONTO	273.74	294.53	1,047,333	-7.06%	-20.79
Semtech Corporation - Common Stock	SMTC	168.28	187.30	6,012,356	-10.15%	-19.02
Teradyne, Inc. - Common Stock	TER	383.85	402.68	2,736,917	-4.68%	-18.83
Bloom Energy Corporation Class A Common Stock	BE	262.28	280.50	14,042,731	-6.50%	-18.22
Astera Labs, Inc. - Common Stock	ALAB	324.11	342.21	3,741,206	-5.29%	-18.10
Cerebras Systems Inc. - Class A Common Stock	CBRS	146.62	164.17	18,137,013	-10.69%	-17.55
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	246.95	263.90	646,567	-6.42%	-16.95
Credo Technology Group Holding Ltd - Ordinary Shares	CRDO	200.84	216.55	8,382,431	-7.25%	-15.71
Palo Alto Networks, Inc. - Common Stock	PANW	403.83	418.78	4,803,542	-3.57%	-14.95
Celestica	CLS	347.50	362.16	1,486,883	-4.05%	-14.66
MKS Inc. - Common Stock	MKSI	249.91	264.50	1,365,008	-5.52%	-14.59
Advanced Micro Devices, Inc. - Common Stock	AMD	594.24	608.10	15,382,735	-2.28%	-13.86
Preformed Line Products Company - Common Stock	PLPC	383.49	397.25	53,393	-3.46%	-13.76
argenx SE - American Depositary Shares	ARGX	812.30	825.03	241,201	-1.54%	-12.73
Littelfuse, Inc. - Common Stock	LFUS	413.84	426.50	165,091	-2.97%	-12.66

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