ADVANCED MICRO DEVICES INC COM 007903107 10785329 17630 SH SOLE 0 0 17630 ALPHABET INC CAP STK CL C 02079K107 245674 721 SH SOLE 0 0 721 ALPHABET INC CAP STK CL A 02079K305 12523544 36397 SH SOLE 0 0 36397 AMAZON COM INC COM 023135106 7218623 28973 SH SOLE 0 0 28973 APPLE INC COM 037833100 39965249 120009 SH SOLE 0 0 120009 APPLOVIN CORP COM CL A 03831W108 3669293 12634 SH SOLE 0 0 12634 ASTERA LABS INC COM 04626A103 5387606 15135 SH SOLE 0 0 15135 BLOOM ENERGY CORP COM CL A 093712107 2166538 7822 SH SOLE 0 0 7822 BROADCOM INC COM 11135F101 27605727 78606 SH SOLE 0 0 78606 CELESTICA INC COM 15101Q207 765387 2110 SH SOLE 0 0 2110 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1536309 7887 SH SOLE 0 0 7887 CROWDSTRIKE HLDGS INC CL A 22788C105 4548140 17179 SH SOLE 0 0 17179 DELL TECHNOLOGIES INC CL C 24703L202 395393 735 SH SOLE 0 0 735 ELI LILLY & CO COM 532457108 345966 299 SH SOLE 0 0 299 GE VERNOVA INC COM 36828A101 3622331 3811 SH SOLE 0 0 3811 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1068987 17450 SH SOLE 0 0 17450 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 5020150 89295 SH SOLE 0 0 89295 JPMORGAN CHASE & CO COM 46625H100 308334 932 SH SOLE 0 0 932 MERCADOLIBRE INC COM 58733R102 380277 220 SH SOLE 0 0 220 META PLATFORMS INC CL A 30303M102 3431552 4732 SH SOLE 0 0 4732 MICRON TECHNOLOGY INC COM 595112103 3802447 3570 SH SOLE 0 0 3570 MICROSOFT CORP COM 594918104 5598816 10916 SH SOLE 0 0 10916 NETFLIX INC. COM 64110L106 1550242 22280 SH SOLE 0 0 22280 NOVA LTD COM M7516K103 348606 905 SH SOLE 0 0 905 NVIDIA CORPORATION COM 67066G104 40127452 175705 SH SOLE 0 0 175705 REDDIT INC CL A 75734B100 225055 1580 SH SOLE 0 0 1580 RH COM 74967X103 1125579 9245 SH SOLE 0 0 9245 SANDISK CORP COM 80004C200 1080472 621 SH SOLE 0 0 621 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 1120013 5722 SH SOLE 0 0 5722 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 487278 3230 SH SOLE 0 0 3230 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3705186 4858 SH SOLE 0 0 4858 SUPER MICRO COMPUTER INC COM NEW 86800U302 2469334 60125 SH SOLE 0 0 60125 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 690215 1513 SH SOLE 0 0 1513 TESLA INC COM 88160R101 860414 2425 SH SOLE 0 0 2425 VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 605736 7032 SH SOLE 0 0 7032