The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES Corp/The COM 00130H105   1,013,494 71,930 SH   SOLE   71,930 0 0
AT&T Inc COM 00206R102   12,162,001 419,524 SH   SOLE   419,524 0 0
A10 Networks Inc COM 002121101   9,782,951 423,138 SH   SOLE   423,138 0 0
AST SpaceMobile Inc COM 00217D100   31,048,074 374,660 SH   SOLE   374,660 0 0
Abbott Laboratories COM 002824100   590,866 5,755 SH   SOLE   5,755 0 0
AbbVie Inc COM 00287Y109   1,296,675 5,962 SH   SOLE   5,962 0 0
Adobe Inc COM 00724F101   337,152 1,387 SH   SOLE   1,387 0 0
Advanced Micro Devices Inc COM 007903107   43,306,382 212,881 SH   SOLE   212,881 0 0
AeroVironment Inc COM 008073108   3,210,148 17,537 SH   SOLE   17,537 0 0
Air Products and Chemicals Inc COM 009158106   212,757 737 SH   SOLE   737 0 0
AIRO Group Holdings Inc COM 009422106   1,266,423 166,525 SH   SOLE   166,525 0 0
Akamai Technologies Inc COM 00971T101   10,307,558 89,748 SH   SOLE   89,748 0 0
Alibaba Group Holding Ltd COM 01609W102   33,234,479 264,901 SH   SOLE   264,901 0 0
Alphabet Inc COM 02079K305   38,016,583 132,204 SH   SOLE   132,204 0 0
Oklo Inc COM 02156V109   180,658,552 3,643,044 SH   SOLE   3,643,044 0 0
Altria Group Inc COM 02209S103   366,970 5,561 SH   SOLE   5,561 0 0
American Electric Power Co Inc COM 025537101   232,798 1,776 SH   SOLE   1,776 0 0
American Express Co COM 025816109   699,636 2,313 SH   SOLE   2,313 0 0
American Superconductor Corp COM 030111207   1,429,384 42,227 SH   SOLE   42,227 0 0
AMERICAN TOWER CORP COM 03027X100   10,420,725 60,382 SH   SOLE   60,382 0 0
Amgen Inc COM 031162100   629,108 1,788 SH   SOLE   1,788 0 0
Amphenol Corp COM 032095101   512,223 4,054 SH   SOLE   4,054 0 0
Analog Devices Inc COM 032654105   48,047,730 151,027 SH   SOLE   151,027 0 0
ELEVANCE HEALTH INC COM 036752103   215,757 737 SH   SOLE   737 0 0
Apple Inc COM 037833100   34,887,750 137,467 SH   SOLE   137,467 0 0
Applied Digital Corp COM 038169207   1,089,809 45,906 SH   SOLE   45,906 0 0
Applied Materials Inc COM 038222105   53,165,093 155,549 SH   SOLE   155,549 0 0
Applied Optoelectronics Inc COM 03823U102   214,436 2,535 SH   SOLE   2,535 0 0
AppLovin Corp COM 03831W108   292,530 735 SH   SOLE   735 0 0
Archer Aviation Inc COM 03945R102   4,225,658 817,342 SH   SOLE   817,342 0 0
Argan Inc COM 04010E109   2,630,115 4,829 SH   SOLE   4,829 0 0
Arista Networks Inc COM 040413205   14,528,803 118,332 SH   SOLE   118,332 0 0
ARM Holdings PLC COM 042068205   58,630,682 387,564 SH   SOLE   387,564 0 0
Astera Labs Inc COM 04626A103   29,092,115 265,439 SH   SOLE   265,439 0 0
Atkore Inc COM 047649108   1,325,122 22,494 SH   SOLE   22,494 0 0
Automatic Data Processing Inc COM 053015103   274,293 1,350 SH   SOLE   1,350 0 0
BTQ Technologies Corp COM 055869101   16,918,375 6,336,470 SH   SOLE   6,336,470 0 0
BWX Technologies Inc COM 05605H100   4,352,979 21,287 SH   SOLE   21,287 0 0
Baidu Inc COM 056752108   37,184,419 333,732 SH   SOLE   333,732 0 0
Bank of America Corp COM 060505104   1,185,649 24,321 SH   SOLE   24,321 0 0
Bank of New York Mellon Corp/The COM 064058100   274,747 2,316 SH   SOLE   2,316 0 0
BARRICK MNG CORP SWAP CS COM 06849F108   2,068,257 50,705 SH   SOLE   50,705 0 0
Berkshire Hathaway Inc COM 084670702   2,205,278 4,602 SH   SOLE   4,602 0 0
Bitfarms Ltd/Canada COM 09173B107   3,377,207 1,731,901 SH   SOLE   1,731,901 0 0
BITMINE IMMERSION TECNOLOGIE COM 09175A206   2,243,052 1,134 SH Call SOLE   1,134 0 0
Blackstone Inc COM 09260D107   279,426 2,430 SH   SOLE   2,430 0 0
BlackSky Technology Inc COM 09263B207   2,580,510 102,564 SH   SOLE   102,564 0 0
Blackrock Inc COM 09290D101   475,085 494 SH   SOLE   494 0 0
Bloom Energy Corp COM 093712107   7,719,678 56,976 SH   SOLE   56,976 0 0
Boeing Co/The COM 097023105   503,745 2,531 SH   SOLE   2,531 0 0
Booking Holdings Inc COM 09857L108   484,187 115 SH   SOLE   115 0 0
Booz Allen Hamilton Holding Corp COM 099502106   35,293,437 452,306 SH   SOLE   452,306 0 0
Boston Scientific Corp COM 101137107   306,408 4,883 SH   SOLE   4,883 0 0
Bristol-Myers Squibb Co COM 110122108   407,932 6,726 SH   SOLE   6,726 0 0
Broadcom Inc COM 11135F101   405,632,354 1,310,563 SH   SOLE   1,310,563 0 0
C3.ai Inc COM 12468P104   4,251,898 504,976 SH   SOLE   504,976 0 0
Cigna Group/The COM 125523100   235,540 883 SH   SOLE   883 0 0
CME Group Inc COM 12572Q105   352,353 1,193 SH   SOLE   1,193 0 0
CSG Systems International Inc COM 126349109   8,924,262 111,637 SH   SOLE   111,637 0 0
CSX Corp COM 126408103   251,801 6,134 SH   SOLE   6,134 0 0
CVS Health Corp COM 126650100   301,141 4,193 SH   SOLE   4,193 0 0
CACI International Inc COM 127190304   894,666 1,645 SH   SOLE   1,645 0 0
Cadence Design Systems Inc COM 127387108   34,830,171 125,347 SH   SOLE   125,347 0 0
Calix Inc COM 13100M509   8,589,368 175,329 SH   SOLE   175,329 0 0
Cameco Corp COM 13321L108   11,964,478 110,160 SH   SOLE   110,160 0 0
Capital One Financial Corp COM 14040H105   380,549 2,086 SH   SOLE   2,086 0 0
CARVANA CO SWAP JNST-L COM 146869102   8,410,923 26,754 SH   SOLE   26,754 0 0
Caterpillar Inc COM 149123101   1,123,618 1,586 SH   SOLE   1,586 0 0
Celestica Inc COM 15101Q207   11,090,868 39,374 SH   SOLE   39,374 0 0
Centrus Energy Corp COM 15643U104   1,337,858 7,707 SH   SOLE   7,707 0 0
CEVA Inc COM 157210105   8,306,678 444,683 SH   SOLE   444,683 0 0
Cheniere Energy Inc COM 16411R208   201,470 710 SH   SOLE   710 0 0
Chevron Corp COM 166764100   1,389,954 6,718 SH   SOLE   6,718 0 0
Ciena Corp COM 171779309   12,287,868 31,651 SH   SOLE   31,651 0 0
Cipher Digital Inc COM 17253J106   943,461 73,307 SH   SOLE   73,307 0 0
Cirrus Logic Inc COM 172755100   48,142,986 332,893 SH   SOLE   332,893 0 0
Cisco Systems Inc COM 17275R102   64,708,508 833,980 SH   SOLE   833,980 0 0
Citigroup Inc COM 172967424   674,222 5,945 SH   SOLE   5,945 0 0
Cleanspark Inc COM 18452B209   878,811 103,268 SH   SOLE   103,268 0 0
Cloudflare Inc COM 18915M107   40,881,938 198,129 SH   SOLE   198,129 0 0
Coca-Cola Co/The COM 191216100   1,095,500 14,405 SH   SOLE   14,405 0 0
Coherent Corp COM 19247G107   53,894,060 226,246 SH   SOLE   226,246 0 0
Colgate-Palmolive Co COM 194162103   228,161 2,677 SH   SOLE   2,677 0 0
Comcast Corp COM 20030N101   339,652 11,968 SH   SOLE   11,968 0 0
Vistance Networks Inc COM 20337X109   9,181,900 504,500 SH   SOLE   504,500 0 0
ConocoPhillips COM 20825C104   546,744 4,142 SH   SOLE   4,142 0 0
Constellation Energy Corp COM 21037T109   10,095,446 36,152 SH   SOLE   36,152 0 0
CoreWeave Inc COM 21873S108   37,044,915 478,184 SH   SOLE   478,184 0 0
Core Scientific Inc COM 21874A106   919,053 61,434 SH   SOLE   61,434 0 0
Corning Inc COM 219350105   355,154 2,612 SH   SOLE   2,612 0 0
Costco Wholesale Corp COM 22160K105   1,491,656 1,497 SH   SOLE   1,497 0 0
Crowdstrike Holdings Inc COM 22788C105   317,403 813 SH   SOLE   813 0 0
Cummins Inc COM 231021106   250,717 466 SH   SOLE   466 0 0
Danaher Corp COM 235851102   405,175 2,137 SH   SOLE   2,137 0 0
Datadog Inc COM 23804L103   9,954,567 84,325 SH   SOLE   84,325 0 0
Deere & Co COM 244199105   482,748 857 SH   SOLE   857 0 0
Denison Mines Corp COM 248356107   1,480,704 419,463 SH   SOLE   419,463 0 0
Digital Realty Trust Inc COM 253868103   12,247,252 67,961 SH   SOLE   67,961 0 0
DigitalBridge Group Inc COM 25401T603   1,016,918 65,948 SH   SOLE   65,948 0 0
DigitalOcean Holdings Inc COM 25402D102   11,256,566 131,226 SH   SOLE   131,226 0 0
Walt Disney Co/The COM 254687106   569,702 5,911 SH   SOLE   5,911 0 0
Dominion Energy Inc COM 25746U109   5,008,038 81,010 SH   SOLE   81,010 0 0
DRAFTKINGS INC SWAP MS-L COM 26142V105   9,362,801 433,062 SH   SOLE   433,062 0 0
Duke Energy Corp COM 26441C204   336,123 2,567 SH   SOLE   2,567 0 0
D-Wave Quantum Inc COM 26740W109   4,932,953 341,854 SH   SOLE   341,854 0 0
Dycom Industries Inc COM 267475101   2,440,859 7,204 SH   SOLE   7,204 0 0
Dynatrace Inc COM 268150109   9,170,670 247,990 SH   SOLE   247,990 0 0
EOG Resources Inc COM 26875P101   261,093 1,806 SH   SOLE   1,806 0 0
EchoStar Corp COM 278768106   20,281,441 173,242 SH   SOLE   173,242 0 0
Ecolab Inc COM 278865100   226,117 850 SH   SOLE   850 0 0
Emerson Electric Co COM 291011104   242,911 1,854 SH   SOLE   1,854 0 0
Energy Fuels Inc/Canada COM 292671708   1,944,428 106,544 SH   SOLE   106,544 0 0
EnerSys COM 29275Y102   2,199,816 12,663 SH   SOLE   12,663 0 0
Energy Vault Holdings Inc COM 29280W109   1,085,149 328,833 SH   SOLE   328,833 0 0
Eos Energy Enterprises Inc COM 29415C101   1,134,382 228,706 SH   SOLE   228,706 0 0
Equinix Inc COM 29444U700   12,792,132 13,050 SH   SOLE   13,050 0 0
Telefonaktiebolaget LM Ericsson COM 294821608   10,583,567 939,092 SH   SOLE   939,092 0 0
Evergy Inc COM 30034W106   1,834,352 22,392 SH   SOLE   22,392 0 0
Extreme Networks Inc COM 30226D106   9,208,949 610,673 SH   SOLE   610,673 0 0
Exxon Mobil Corp COM 30231G102   2,244,941 13,232 SH   SOLE   13,232 0 0
Fastly Inc COM 31188V100   291,617 10,035 SH   SOLE   10,035 0 0
FedEx Corp COM 31428X106   253,600 712 SH   SOLE   712 0 0
F5 Inc COM 315616102   9,407,854 32,516 SH   SOLE   32,516 0 0
Firefly Aerospace Inc COM 31816X106   7,982,134 280,370 SH   SOLE   280,370 0 0
Fluence Energy Inc COM 34379V103   1,012,846 73,608 SH   SOLE   73,608 0 0
Ford Motor Co COM 345370860   148,589 12,876 SH   SOLE   12,876 0 0
Freeport-McMoRan Inc COM 35671D857   278,735 4,742 SH   SOLE   4,742 0 0
Frequency Electronics Inc COM 358010106   1,889,592 42,693 SH   SOLE   42,693 0 0
FuelCell Energy Inc COM 35952H700   989,145 151,477 SH   SOLE   151,477 0 0
GDS Holdings Ltd COM 36165L108   973,084 24,152 SH   SOLE   24,152 0 0
GE Vernova Inc COM 36828A101   22,091,353 25,308 SH   SOLE   25,308 0 0
Generac Holdings Inc COM 368736104   3,133,093 16,040 SH   SOLE   16,040 0 0
General Dynamics Corp COM 369550108   781,855 2,278 SH   SOLE   2,278 0 0
GE AEROSPACE COM 369604301   1,007,951 3,552 SH   SOLE   3,552 0 0
General Motors Co COM 37045V100   230,503 3,094 SH   SOLE   3,094 0 0
Gilead Sciences Inc COM 375558103   577,689 4,145 SH   SOLE   4,145 0 0
Globalstar Inc COM 378973507   9,468,835 142,560 SH   SOLE   142,560 0 0
GLOBAL X COPPER SWAP MREX-L COM 37954Y830   6,985,186 91,489 SH   SOLE   91,489 0 0
Goldman Sachs Group Inc/The COM 38141G104   855,296 1,011 SH   SOLE   1,011 0 0
HCA Healthcare Inc COM 40412C101   256,496 542 SH   SOLE   542 0 0
Hewlett Packard Enterprise Co COM 42824C109   39,763,033 1,670,014 SH   SOLE   1,670,014 0 0
HIMS & HERS HEALTH INC COM 433000106   154,127,595 7,424,258 SH   SOLE   7,424,258 0 0
Hilton Worldwide Holdings Inc COM 43300A203   230,493 758 SH   SOLE   758 0 0
Hive Digital Technologies Ltd COM 433921103   895,956 471,556 SH   SOLE   471,556 0 0
Home Depot Inc/The COM 437076102   1,105,399 3,361 SH   SOLE   3,361 0 0
Honeywell International Inc COM 438516106   49,986,083 221,148 SH   SOLE   221,148 0 0
Howmet Aerospace Inc COM 443201108   306,051 1,328 SH   SOLE   1,328 0 0
Hubbell Inc COM 443510607   5,918,325 12,060 SH   SOLE   12,060 0 0
HUT 8 CORP COM 44812J104   946,128 20,169 SH   SOLE   20,169 0 0
Illinois Tool Works Inc COM 452308109   247,536 951 SH   SOLE   951 0 0
Intel Corp COM 458140100   46,228,250 1,047,547 SH   SOLE   1,047,547 0 0
Intercontinental Exchange Inc COM 45866F104   294,271 1,871 SH   SOLE   1,871 0 0
InterDigital Inc COM 45867G101   7,521,612 24,906 SH   SOLE   24,906 0 0
International Business Machines Corp COM 459200101   33,368,620 137,665 SH   SOLE   137,665 0 0
Invesco QQQ Trust Series 1 COM 46090E103   34,532,679 59,830 SH   SOLE   59,830 0 0
Intuit Inc COM 461202103   395,195 914 SH   SOLE   914 0 0
Intuitive Surgical Inc COM 46120E602   537,053 1,165 SH   SOLE   1,165 0 0
Intuitive Machines Inc COM 46125A100   38,702,129 2,085,244 SH   SOLE   2,085,244 0 0
IonQ Inc COM 46222L108   279,717,368 9,702,302 SH   SOLE   9,702,302 0 0
Iridium Communications Inc COM 46269C102   7,078,554 255,175 SH   SOLE   255,175 0 0
iShares Core S&P 500 ETF COM 464287200   137,601,953 210,655 SH   SOLE   210,655 0 0
Itron Inc COM 465741106   1,645,876 18,363 SH   SOLE   18,363 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,506,243 8,520 SH   SOLE   8,520 0 0
Johnson & Johnson COM 478160104   1,981,920 8,108 SH   SOLE   8,108 0 0
KLA CORP COM 482480100   50,637,653 34,391 SH   SOLE   34,391 0 0
KKR & Co Inc COM 48251W104   211,085 2,282 SH   SOLE   2,282 0 0
Keysight Technologies Inc COM 49338L103   10,774,674 38,158 SH   SOLE   38,158 0 0
Kinder Morgan Inc COM 49456B101   221,164 6,596 SH   SOLE   6,596 0 0
Kingsoft Cloud Holdings Ltd COM 49639K101   8,803,412 658,938 SH   SOLE   658,938 0 0
Kratos Defense & Security Solutions Inc COM 50077B207   1,976,536 28,032 SH   SOLE   28,032 0 0
Kyndryl Holdings Inc COM 50155Q100   9,237,385 704,069 SH   SOLE   704,069 0 0
L3Harris Technologies Inc COM 502431109   756,914 2,193 SH   SOLE   2,193 0 0
Lam Research Corp COM 512807306   54,560,217 255,360 SH   SOLE   255,360 0 0
Lattice Semiconductor Corp COM 518415104   50,850,939 548,199 SH   SOLE   548,199 0 0
Leidos Holdings Inc COM 525327102   743,075 4,778 SH   SOLE   4,778 0 0
LEMONADE INC SWAP CS COM 52567D107   11,631,089 185,563 SH   SOLE   185,563 0 0
LLY SWAP NOMURA COM 532457108   107,468,687 116,843 SH   SOLE   116,843 0 0
Lockheed Martin Corp COM 539830109   54,804,877 90,678 SH   SOLE   90,678 0 0
Lowe's Cos Inc COM 548661107   439,008 1,858 SH   SOLE   1,858 0 0
Lumentum Holdings Inc COM 55024U109   11,415,633 16,244 SH   SOLE   16,244 0 0
MKS Inc COM 55306N104   57,594,063 250,616 SH   SOLE   250,616 0 0
MP Materials Corp COM 553368101   7,232,630 149,868 SH   SOLE   149,868 0 0
MYR Group Inc COM 55405W104   1,536,950 5,444 SH   SOLE   5,444 0 0
MACOM Technology Solutions Holdings Inc COM 55405Y100   9,318,945 41,964 SH   SOLE   41,964 0 0
MARA Holdings Inc COM 565788106   971,326 119,035 SH   SOLE   119,035 0 0
Marathon Petroleum Corp COM 56585A102   243,692 998 SH   SOLE   998 0 0
Marsh & McLennan Cos Inc COM 571748102   281,509 1,623 SH   SOLE   1,623 0 0
Marriott International Inc/MD COM 571903202   241,378 738 SH   SOLE   738 0 0
MARVELL TECHNOLOGY INC COM 573874104   60,104,926 606,814 SH   SOLE   606,814 0 0
MasTec Inc COM 576323109   5,971,173 18,559 SH   SOLE   18,559 0 0
Mastercard Inc COM 57636Q104   1,293,120 2,588 SH   SOLE   2,588 0 0
MaxLinear Inc COM 57776J100   9,122,829 524,602 SH   SOLE   524,602 0 0
McDonald's Corp COM 580135101   736,883 2,371 SH   SOLE   2,371 0 0
McKesson Corp COM 58155Q103   362,586 419 SH   SOLE   419 0 0
Merck & Co Inc COM 58933Y105   996,121 8,281 SH   SOLE   8,281 0 0
Mercury Systems Inc COM 589378108   881,409 12,089 SH   SOLE   12,089 0 0
Microsoft Corp COM 594918104   32,534,982 87,892 SH   SOLE   87,892 0 0
STRATEGY INC SWAP CS COM 594972408   359,135,212 2,877,686 SH   SOLE   2,877,686 0 0
STRATEGY INC COM 594972408   27,705,600 2,220 SH Put SOLE   2,220 0 0
Microchip Technology Inc COM 595017104   40,149,235 621,409 SH   SOLE   621,409 0 0
Micron Technology Inc COM 595112103   55,377,381 163,916 SH   SOLE   163,916 0 0
MODERNA INC SWAP MAREX-L COM 60770K107   2,101,443 41,367 SH   SOLE   41,367 0 0
Mondelez International Inc COM 609207105   245,085 4,252 SH   SOLE   4,252 0 0
MongoDB Inc COM 60937P106   24,156,596 98,691 SH   SOLE   98,691 0 0
Moody's Corp COM 615369105   257,824 591 SH   SOLE   591 0 0
Morgan Stanley COM 617446448   670,623 4,075 SH   SOLE   4,075 0 0
Motorola Solutions Inc COM 620076307   239,117 551 SH   SOLE   551 0 0
N-able Inc/US COM 62878D100   8,573,924 1,835,958 SH   SOLE   1,835,958 0 0
NVE Corp COM 629445206   38,022,422 580,495 SH   SOLE   580,495 0 0
NANO Nuclear Energy Inc COM 63010H108   1,003,192 48,984 SH   SOLE   48,984 0 0
Navitas Semiconductor Corp COM 63942X106   213,900 24,390 SH   SOLE   24,390 0 0
Net Power Inc COM 64107A105   831,875 533,253 SH   SOLE   533,253 0 0
NetApp Inc COM 64110D104   10,139,989 99,033 SH   SOLE   99,033 0 0
Netflix Inc COM 64110L106   1,365,426 14,201 SH   SOLE   14,201 0 0
NetScout Systems Inc COM 64115T104   9,321,400 293,218 SH   SOLE   293,218 0 0
Newmont Corp COM 651639106   398,360 3,680 SH   SOLE   3,680 0 0
NextEra Energy Inc COM 65339F101   640,872 6,900 SH   SOLE   6,900 0 0
NexGen Energy Ltd COM 65340P106   2,522,014 217,415 SH   SOLE   217,415 0 0
NIKE Inc COM 654106103   205,470 3,890 SH   SOLE   3,890 0 0
Nokia Oyj COM 654902204   68,233,309 8,486,730 SH   SOLE   8,486,730 0 0
Norfolk Southern Corp COM 655844108   234,766 818 SH   SOLE   818 0 0
Northrop Grumman Corp COM 666807102   51,986,688 76,200 SH   SOLE   76,200 0 0
NOVO-NORDISK SWAP NBC-L COM 670100205   80,577,756 2,192,592 SH   SOLE   2,192,592 0 0
Nutanix Inc COM 67059N108   33,393,077 878,534 SH   SOLE   878,534 0 0
NVIDIA Corp COM 67066G104   83,222,633 477,194 SH   SOLE   477,194 0 0
NuScale Power Corp COM 67079K100   1,362,165 125,661 SH   SOLE   125,661 0 0
O'Reilly Automotive Inc COM 67103H107   255,053 2,763 SH   SOLE   2,763 0 0
Occidental Petroleum Corp COM 674599105   209,495 3,223 SH   SOLE   3,223 0 0
ON Semiconductor Corp COM 682189105   47,363,537 764,915 SH   SOLE   764,915 0 0
Ondas Inc COM 68236H204   93,549,229 10,348,366 SH   SOLE   10,348,366 0 0
Onto Innovation Inc COM 683344105   51,238,790 249,860 SH   SOLE   249,860 0 0
Opendoor Technologies Inc COM 683712103   232,924 49,770 SH   SOLE   49,770 0 0
Oracle Corp COM 68389X105   488,828,436 3,322,877 SH   SOLE   3,322,877 0 0
OSCAR HEALTH INC SWAP JNST-L COM 687793109   8,822,885 769,214 SH   SOLE   769,214 0 0
PG&E Corp COM 69331C108   3,298,276 187,722 SH   SOLE   187,722 0 0
PNC Financial Services Group Inc/The COM 693475105   271,141 1,303 SH   SOLE   1,303 0 0
TXNM Energy Inc COM 69349H107   617,221 10,558 SH   SOLE   10,558 0 0
Palo Alto Networks Inc COM 697435105   427,413 2,666 SH   SOLE   2,666 0 0
Parker-Hannifin Corp COM 701094104   384,058 429 SH   SOLE   429 0 0
Parsons Corp COM 70202L102   1,124,732 20,763 SH   SOLE   20,763 0 0
PepsiCo Inc COM 713448108   703,930 4,533 SH   SOLE   4,533 0 0
Pfizer Inc COM 717081103   529,140 18,844 SH   SOLE   18,844 0 0
Philip Morris International Inc COM 718172109   856,461 5,180 SH   SOLE   5,180 0 0
Phillips 66 COM 718546104   245,032 1,345 SH   SOLE   1,345 0 0
Pinnacle West Capital Corp COM 723484101   869,170 8,627 SH   SOLE   8,627 0 0
Planet Labs PBC COM 72703X106   33,148,309 1,185,986 SH   SOLE   1,185,986 0 0
Portland General Electric Co COM 736508847   673,081 12,755 SH   SOLE   12,755 0 0
Power Solutions International Inc COM 73933G202   1,270,444 20,868 SH   SOLE   20,868 0 0
Preformed Line Products Co COM 740444104   1,090,817 4,032 SH   SOLE   4,032 0 0
Procter & Gamble Co/The COM 742718109   1,135,732 7,863 SH   SOLE   7,863 0 0
Progressive Corp/The COM 743315103   385,379 1,944 SH   SOLE   1,944 0 0
Prologis Inc COM 74340W103   406,586 3,076 SH   SOLE   3,076 0 0
Public Service Enterprise Group Inc COM 744573106   4,045,558 49,976 SH   SOLE   49,976 0 0
Qorvo Inc COM 74736K101   8,965,397 115,832 SH   SOLE   115,832 0 0
QUALCOMM Inc COM 747525103   44,642,875 346,660 SH   SOLE   346,660 0 0
Quanta Services Inc COM 74762E102   20,272,014 36,924 SH   SOLE   36,924 0 0
Quantum Computing Inc COM 74766W108   30,791,319 4,495,083 SH   SOLE   4,495,083 0 0
QUANTUMSCAPE CORP SWAP CS COM 74767V109   19,566,771 3,066,892 SH   SOLE   3,066,892 0 0
RadNet Inc COM 750491102   30,486,542 545,474 SH   SOLE   545,474 0 0
Rambus Inc COM 750917106   984,097 11,439 SH   SOLE   11,439 0 0
RTX Corp COM 75513E101   47,808,721 247,842 SH   SOLE   247,842 0 0
Red Cat Holdings Inc COM 75644T100   25,546,732 1,951,622 SH   SOLE   1,951,622 0 0
Redwire Corp COM 75776W103   11,563,749 1,360,441 SH   SOLE   1,360,441 0 0
Regeneron Pharmaceuticals Inc COM 75886F107   274,287 355 SH   SOLE   355 0 0
Rigetti Computing Inc COM 76655K103   65,288,599 4,650,185 SH   SOLE   4,650,185 0 0
Riot Platforms Inc COM 767292105   33,443,515 2,705,786 SH   SOLE   2,705,786 0 0
ROBINHOOD SWAP MAREX-L COM 770700102   5,704,984 82,323 SH   SOLE   82,323 0 0
ROCKET COS SWAP MAREX-L COM 77311W101   6,711,236 470,964 SH   SOLE   470,964 0 0
Rocket Lab Corp COM 773121108   361,306,920 5,626,081 SH   SOLE   5,626,081 0 0
Ross Stores Inc COM 778296103   230,278 1,063 SH   SOLE   1,063 0 0
S&P Global Inc COM 78409V104   428,317 1,007 SH   SOLE   1,007 0 0
Salesforce Inc COM 79466L302   30,298,781 162,312 SH   SOLE   162,312 0 0
Sandisk Corp/DE COM 80004C200   520,978 820 SH   SOLE   820 0 0
SLB Ltd COM 806857108   248,316 4,832 SH   SOLE   4,832 0 0
Charles Schwab Corp/The COM 808513105   523,751 5,573 SH   SOLE   5,573 0 0
Science Applications International Corp COM 808625107   1,065,762 11,228 SH   SOLE   11,228 0 0
Sempra COM 816851109   208,721 2,148 SH   SOLE   2,148 0 0
ServiceNow Inc COM 81762P102   361,429 3,457 SH   SOLE   3,457 0 0
Sherwin-Williams Co/The COM 824348106   245,862 767 SH   SOLE   767 0 0
Shoals Technologies Group Inc COM 82489W107   1,229,401 186,839 SH   SOLE   186,839 0 0
Simon Property Group Inc COM 828806109   201,639 1,081 SH   SOLE   1,081 0 0
Skyworks Solutions Inc COM 83088M102   8,837,678 165,036 SH   SOLE   165,036 0 0
Snowflake Inc COM 833445109   29,463,441 195,355 SH   SOLE   195,355 0 0
SOFI TECHNOLOGIES SWAP NBC-L COM 83406F102   85,007,736 5,353,132 SH   SOLE   5,353,132 0 0
SOUNDHOUND AI INC SWAP BMO-L COM 836100107   26,354,254 3,836,136 SH   SOLE   3,836,136 0 0
Southern Co/The COM 842587107   353,263 3,660 SH   SOLE   3,660 0 0
Spire Global Inc COM 848560306   1,203,453 95,664 SH   SOLE   95,664 0 0
Starbucks Corp COM 855244109   335,962 3,750 SH   SOLE   3,750 0 0
Sterling Infrastructure Inc COM 859241101   3,274,044 8,039 SH   SOLE   8,039 0 0
STMicroelectronics NV COM 861012102   55,230,213 1,598,559 SH   SOLE   1,598,559 0 0
Stryker Corp COM 863667101   391,022 1,190 SH   SOLE   1,190 0 0
SUPER MICRO COMPUTER INC COM SWAP CAN - L COM 86800U302   141,639,374 6,220,438 SH   SOLE   6,220,438 0 0
Swarmer Inc COM 86989Y109   663,821 14,064 SH   SOLE   14,064 0 0
Symbotic Inc COM 87151X101   264,936 4,980 SH   SOLE   4,980 0 0
Synopsys Inc COM 871607107   35,291,478 89,012 SH   SOLE   89,012 0 0
TJX Cos Inc/The COM 872540109   591,050 3,701 SH   SOLE   3,701 0 0
T-Mobile US Inc COM 872590104   10,928,281 52,032 SH   SOLE   52,032 0 0
Taiwan Semiconductor Manufacturing Co Ltd COM 874039100   42,081,534 124,520 SH   SOLE   124,520 0 0
Talen Energy Corp COM 87422Q109   1,314,908 4,119 SH   SOLE   4,119 0 0
Telos Corp COM 87969B101   822,556 196,314 SH   SOLE   196,314 0 0
Teradata Corp COM 88076W103   34,060,809 1,328,943 SH   SOLE   1,328,943 0 0
Teradyne Inc COM 880770102   61,289,844 206,739 SH   SOLE   206,739 0 0
Terawulf Inc COM 88080T104   1,225,006 84,893 SH   SOLE   84,893 0 0
Texas Instruments Inc COM 882508104   45,544,467 234,596 SH   SOLE   234,596 0 0
Thermo Fisher Scientific Inc COM 883556102   613,429 1,248 SH   SOLE   1,248 0 0
3M Co COM 88579Y101   256,767 1,768 SH   SOLE   1,768 0 0
TransDigm Group Inc COM 893641100   225,997 195 SH   SOLE   195 0 0
Travelers Cos Inc/The COM 89417E109   215,552 739 SH   SOLE   739 0 0
Vnet Group Inc COM 90138A103   761,946 90,816 SH   SOLE   90,816 0 0
US Bancorp COM 902973304   266,707 5,128 SH   SOLE   5,128 0 0
Uber Technologies Inc COM 90353T100   479,198 6,662 SH   SOLE   6,662 0 0
Union Pacific Corp COM 907818108   478,447 1,972 SH   SOLE   1,972 0 0
United Parcel Service Inc COM 911312106   241,916 2,459 SH   SOLE   2,459 0 0
UnitedHealth Group Inc COM 91324P102   825,029 3,049 SH   SOLE   3,049 0 0
Unusual Machines Inc /US COM 91532F102   5,792,040 467,100 SH   SOLE   467,100 0 0
Valero Energy Corp COM 91913Y100   249,798 1,011 SH   SOLE   1,011 0 0
Valmont Industries Inc COM 920253101   2,484,926 6,219 SH   SOLE   6,219 0 0
Verizon Communications Inc COM 92343V104   11,356,896 226,233 SH   SOLE   226,233 0 0
Vertex Pharmaceuticals Inc COM 92532F100   375,094 840 SH   SOLE   840 0 0
Vertiv Holdings Co COM 92537N108   19,375,347 77,322 SH   SOLE   77,322 0 0
Viasat Inc COM 92552V100   8,949,274 195,399 SH   SOLE   195,399 0 0
Viavi Solutions Inc COM 925550105   9,987,428 300,103 SH   SOLE   300,103 0 0
Visa Inc COM 92826C839   1,611,544 5,332 SH   SOLE   5,332 0 0
Vistra Corp COM 92840M102   17,911,669 119,149 SH   SOLE   119,149 0 0
Voyager Technologies Inc COM 92892B103   4,280,464 183,004 SH   SOLE   183,004 0 0
Walmart Inc COM 931142103   1,825,300 14,687 SH   SOLE   14,687 0 0
Warner Bros Discovery Inc COM 934423104   211,579 7,705 SH   SOLE   7,705 0 0
Waste Management Inc COM 94106L109   308,608 1,343 SH   SOLE   1,343 0 0
Wells Fargo & Co COM 949746101   831,686 10,447 SH   SOLE   10,447 0 0
Welltower Inc COM 95040Q104   451,372 2,283 SH   SOLE   2,283 0 0
Western Digital Corp COM 958102105   550,718 2,036 SH   SOLE   2,036 0 0
Williams Cos Inc/The COM 969457100   293,886 4,038 SH   SOLE   4,038 0 0
Wipro Ltd COM 97651M109   30,864,166 14,558,569 SH   SOLE   14,558,569 0 0
Xcel Energy Inc COM 98389B100   4,959,281 62,428 SH   SOLE   62,428 0 0
ZETA GLOBAL SWAP MAREX-L COM 98956A105   2,278,790 143,140 SH   SOLE   143,140 0 0
Amdocs Ltd COM G02602103   8,898,854 136,360 SH   SOLE   136,360 0 0
Aon PLC COM G0403H108   222,718 690 SH   SOLE   690 0 0
Arqit Quantum Inc COM G0567U127   19,243,121 1,452,311 SH   SOLE   1,452,311 0 0
Bitdeer Technologies Group COM G11448100   1,109,484 128,264 SH   SOLE   128,264 0 0
Bit Digital Inc COM G1144A105   803,153 613,094 SH   SOLE   613,094 0 0
Accenture PLC COM G1151C101   31,053,206 156,605 SH   SOLE   156,605 0 0
Credo Technology Group Holding Ltd COM G25457105   8,219,726 87,565 SH   SOLE   87,565 0 0
Critical Metals Corp COM G2662B103   216,166 27,225 SH   SOLE   27,225 0 0
Eaton Corp PLC COM G29183103   21,241,663 59,389 SH   SOLE   59,389 0 0
Johnson Controls International plc COM G51502105   274,864 2,099 SH   SOLE   2,099 0 0
Linde PLC COM G54950103   765,453 1,544 SH   SOLE   1,544 0 0
Medtronic PLC COM G5960L103   368,609 4,254 SH   SOLE   4,254 0 0
Joby Aviation Inc COM G65163100   2,279,223 275,935 SH   SOLE   275,935 0 0
nVent Electric PLC COM G6700G107   4,361,220 36,872 SH   SOLE   36,872 0 0
Seagate Technology Holdings PLC COM G7997R103   274,624 701 SH   SOLE   701 0 0
TE Connectivity PLC COM G87052109   204,213 977 SH   SOLE   977 0 0
Trane Technologies PLC COM G8994E103   303,387 728 SH   SOLE   728 0 0
Vertical Aerospace Ltd COM G9471C206   1,101,750 498,529 SH   SOLE   498,529 0 0
Whitefiber Inc COM G96115103   692,340 58,131 SH   SOLE   58,131 0 0
Chubb Ltd COM H1467J104   425,013 1,304 SH   SOLE   1,304 0 0
Spotify Technology SA COM L8681T102   236,636 488 SH   SOLE   488 0 0
Elbit Systems Ltd COM M3760D101   472,943 557 SH   SOLE   557 0 0
Gilat Satellite Networks Ltd COM M51474118   3,629,778 241,663 SH   SOLE   241,663 0 0
Radware Ltd COM M81873107   9,293,539 353,098 SH   SOLE   353,098 0 0
Tower Semiconductor Ltd COM M87915274   58,359,033 332,568 SH   SOLE   332,568 0 0
ASML Holding NV COM N07059210   49,626,225 37,572 SH   SOLE   37,572 0 0
Elastic NV COM N14506104   26,667,765 533,462 SH   SOLE   533,462 0 0
NXP Semiconductors NV COM N6596X109   35,887,775 182,301 SH   SOLE   182,301 0 0
Nebius Group NV COM N97284108   1,350,125 13,012 SH   SOLE   13,012 0 0
IREN Ltd COM Q4982L109   434,362,840 12,671,028 SH   SOLE   12,671,028 0 0
Royal Caribbean Cruises Ltd COM V7780T103   231,426 841 SH   SOLE   841 0 0