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GOOGL,

Alphabet Inc. Cl...

GOOGL,

Alphabet Inc. Class A Common Stock

IREN,

IREN,

SNDK,

SNDK,

AMD,

Advanced Micro D...

AMD,

Advanced Micro Devices Inc.

APLD,

Applied Digital ...

APLD,

Applied Digital Corporation

CCL,

Carnival Corpora...

Return: 17.48%

CCL,

Carnival Corporation Ltd.

Return: 17.48%

CEG,

Constellation En...

CEG,

Constellation Energy Corporation

CIFR,

Cipher Digital Inc.

Return: -53.93%

CIFR,

Cipher Digital Inc.

Return: -53.93%

CLSK,

CleanSpark, Inc.

Return: -40.45%

CLSK,

CleanSpark, Inc.

Return: -40.45%

DPZ,

Domino's Pizza, ...

Return: 4.71%

DPZ,

Domino's Pizza, Inc.

Return: 4.71%

GMBXF,

Grupo Mexico S.A...

GMBXF,

Grupo Mexico S.A.B. de C.V.

GMXTF,

Gmexico Transpor...

Return: 0.00%

GMXTF,

Gmexico Transportes S.A.B. de C.V.

Return: 0.00%

HIMS,

Hims & Hers Heal...

HIMS,

Hims & Hers Health, Inc. Class A Common Stock

LITE,

Lumentum Holding...

LITE,

Lumentum Holdings Inc.

M,

M,

META,

Meta Platforms I...

META,

Meta Platforms Inc. Class A Common Stock

MSFT,

Microsoft Corpor...

MSFT,

Microsoft Corporation Common Stock

NBIS,

Nebius Group N.V...

Return: -34.65%

NBIS,

Nebius Group N.V. Class A Ordinary Shares

Return: -34.65%

NFLX,

NFLX,

PINS,

Pinterest, Inc. ...

PINS,

Pinterest, Inc. Class A Common Stock

PL,

Planet Labs PBC

PL,

Planet Labs PBC

RGTI,

Rigetti Computin...

Return: -28.53%

RGTI,

Rigetti Computing, Inc.

Return: -28.53%

SKHY,

Return: -18.97%

SKHY,

Return: -18.97%

SOFI,

SoFi Technologie...

SOFI,

SoFi Technologies, Inc.

TSMC,

Taiwan Semicondu...

Return: -11.35%

TSMC,

Taiwan Semiconductor Manufacturing Company...

Return: -11.35%

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