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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,506.87	1744.43	5,920,849	-13.62%	-237.57
Comfort Systems USA, Inc. Common Stock	FIX	1,629.19	1793.03	162,491	-9.14%	-163.84
GE Vernova Inc. Common Stock	GEV	1,036.56	1152.04	1,362,050	-10.02%	-115.48
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,242.81	1346.13	177,491	-7.67%	-103.32
ASML Holding N.V. - New York Registry Shares	ASML	1,722.51	1825.07	675,703	-5.62%	-102.56
Argan, Inc. Common Stock	AGX	635.00	725.23	129,908	-12.44%	-90.23
Micron Technology	MU	901.82	984.75	19,123,403	-8.42%	-82.93
Seagate Technology Plc	STX	792.23	868.26	1,136,795	-8.76%	-76.03
IES Holdings, Inc. - Common Stock	IESC	601.54	670.79	57,023	-10.32%	-69.25
Sterling Infrastructure, Inc. - Common Stock	STRL	648.66	717.11	163,042	-9.55%	-68.45
Western Digital	WDC	513.50	577.46	2,997,547	-11.08%	-63.96
Applied Materials	AMAT	533.24	592.79	4,674,797	-10.05%	-59.55
Caterpillar	CAT	913.00	969.92	1,133,925	-5.87%	-56.92
Astera Labs, Inc. - Common Stock	ALAB	379.48	432.74	2,074,673	-12.31%	-53.26
Teradyne, Inc. - Common Stock	TER	332.40	379.52	2,275,865	-12.42%	-47.12
Advanced Micro Devices, Inc. - Common Stock	AMD	505.00	552.05	9,692,207	-8.52%	-47.05
SiTime Corporation - Common Stock	SITM	568.86	615.46	162,708	-7.57%	-46.61
Lumentum Holdings Inc. - Common Stock	LITE	684.80	731.25	1,323,086	-6.35%	-46.45
United Rentals	URI	1,054.06	1099.68	63,532	-4.15%	-45.62
The Middleby Corporation - Common Stock	MIDD	140.60	179.20	98,195	-21.54%	-38.60
Vicor Corporation - Common Stock	VICR	247.91	285.34	292,082	-13.12%	-37.43
Carpenter Technology Corporation Common Stock	CRS	581.86	619.25	156,276	-6.04%	-37.39
MKS Inc. - Common Stock	MKSI	330.75	368.06	452,550	-10.14%	-37.31
Fabrinet Ordinary Shares	FN	464.13	500.75	213,262	-7.31%	-36.62
EMCOR Group, Inc. Common Stock	EME	751.42	787.29	59,968	-4.56%	-35.87
Elbit Systems Ltd. - Ordinary Shares	ESLT	775.58	811.01	32,739	-4.37%	-35.43
Lam Research	LRCX	315.63	350.20	5,024,414	-9.87%	-34.57
Curtiss-Wright Corporation Common Stock	CW	758.47	792.77	40,696	-4.33%	-34.30
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	285.45	318.86	261,776	-10.48%	-33.41
Onto Innovation Inc. Common Stock	ONTO	270.62	303.86	275,865	-10.94%	-33.24

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