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SNDK,

SanDisk Corp.

SNDK,

SanDisk Corp.

AMD,

Advanced Micro D...

AMD,

Advanced Micro Devices Inc.

CCL,

Carnival Corpora...
Return: 19.77%

CCL,

Carnival Corporation Ltd.
Return: 19.77%

CEG,

Constellation En...

CEG,

Constellation Energy Corporation

CIFR,

Cipher Digital Inc.
Return: -56.73%

CIFR,

Cipher Digital Inc.
Return: -56.73%

CLSK,

CleanSpark, Inc.

CLSK,

CleanSpark, Inc.

DPZ,

Domino's Pizza, ...

DPZ,

Domino's Pizza, Inc.

GIS,

General Mills Inc.

GIS,

General Mills Inc.

GOOGL,

Alphabet Inc. Cl...

GOOGL,

Alphabet Inc. Class A Common Stock

IREN,

IREN Ltd.

IREN,

IREN Ltd.

LOW,

Lowe's Companies...

LOW,

Lowe's Companies, Inc.

META,

Meta Platforms I...

META,

Meta Platforms Inc. Class A Common Stock

MU,

Micron Technolog...

MU,

Micron Technology Inc.

NBIS,

Nebius Group N.V...
Return: -29.95%

NBIS,

Nebius Group N.V. Class A Ordinary Shares
Return: -29.95%

NFLX,

Netflix Inc.

NFLX,

Netflix Inc.

PG,

The Procter & Ga...

PG,

The Procter & Gamble Company

PINS,

Pinterest, Inc. ...

PINS,

Pinterest, Inc. Class A Common Stock

PL,

Planet Labs PBC

PL,

Planet Labs PBC

PYPL,

PayPal Holdings,...
Return: 8.59%

PYPL,

PayPal Holdings, Inc.
Return: 8.59%

RGTI,

Rigetti Computin...
Return: -28.02%

RGTI,

Rigetti Computing, Inc.
Return: -28.02%

SKHY,

SK hynix Inc.
Return: -27.61%

SKHY,

SK hynix Inc.
Return: -27.61%

TDOC,

Teladoc Health Inc.

TDOC,

Teladoc Health Inc.

TSM,

Taiwan Semicondu...

TSM,

Taiwan Semiconductor Manufacturing Company...

TSMC,

Taiwan Semicondu...
Return: -7.85%

TSMC,

Taiwan Semiconductor Manufacturing Company...
Return: -7.85%

CAT,

Caterpillar Inc.

CAT,

Caterpillar Inc.