ALPHABET INC CAP STK CL A 02079K305 657588899 2100923 SH SOLE 2100923 0 0 AMAZON COM INC COM 023135106 428835400 1857878 SH SOLE 1857878 0 0 APPLOVIN CORP COM CL A 03831W108 544686440 808356 SH SOLE 808356 0 0 BLOOM ENERGY CORP COM CL A 093712107 116399842 1339623 SH SOLE 1339623 0 0 BROADCOM INC COM 11135F101 357082445 1031732 SH SOLE 1031732 0 0 CARVANA CO CL A 146869102 451899860 1070802 SH SOLE 1070802 0 0 CELESTICA INC COM 15101Q207 556453604 1882391 SH SOLE 1882391 0 0 CHIME FINL INC COM SHS CL A 16935C109 266097 10572 SH SOLE 10572 0 0 CIENA CORP COM NEW 171779309 208958869 893483 SH SOLE 893483 0 0 COHERENT CORP COM 19247G107 202059299 1094757 SH SOLE 1094757 0 0 CORNING INC COM 219350105 233765937 2669780 SH SOLE 2669780 0 0 DUOLINGO INC CL A COM 26603R106 153851373 876646 SH SOLE 876646 0 0 FABRINET SHS G3323L100 280473878 616047 SH SOLE 616047 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 45830568 1908017 SH SOLE 1908017 0 0 HUBSPOT INC COM 443573100 59892420 149246 SH SOLE 149246 0 0 IMPINJ INC COM 453204109 154394201 887272 SH SOLE 887272 0 0 JFROG LTD ORD SHS M6191J100 330901338 5297812 SH SOLE 5297812 0 0 KLAVIYO INC COM SER A 49845K101 99289656 3057889 SH SOLE 3057889 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 134164480 783305 SH SOLE 783305 0 0 MERCADOLIBRE INC COM 58733R102 197749976 98175 SH SOLE 98175 0 0 META PLATFORMS INC CL A 30303M102 310052854 469713 SH SOLE 469713 0 0 MONGODB INC CL A 60937P106 251801409 599970 SH SOLE 599970 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 180054067 10755918 SH SOLE 10755918 0 0 NVIDIA CORPORATION COM 67066G104 224116118 1201695 SH SOLE 1201695 0 0 OKTA INC CL A 679295105 37601825 434854 SH SOLE 434854 0 0 ROBLOX CORP CL A 771049103 332637306 4105113 SH SOLE 4105113 0 0 SANDISK CORP COM 80004C200 238226497 1003566 SH SOLE 1003566 0 0 SEMTECH CORP COM 816850101 287499251 3901469 SH SOLE 3901469 0 0 SITIME CORP COM 82982T106 246716989 698539 SH SOLE 698539 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 180188840 592941 SH SOLE 592941 0 0 TTM TECHNOLOGIES INC COM 87305R109 295066080 4276320 SH SOLE 4276320 0 0 WEALTHFRONT CORP COM 947002101 21744000 1600000 SH SOLE 1600000 0 0