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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aflac Inc COM 001055102 216,126 1,824 SH SOLE 1,824 0 0
AES Corp/The COM 00130H105 3,839,955 262,292 SH SOLE 262,292 0 0
AT&T Inc COM 00206R102 8,482,345 414,177 SH SOLE 414,177 0 0
A10 Networks Inc COM 002121101 15,663,372 412,194 SH SOLE 412,194 0 0
AST SpaceMobile Inc COM 00217D100 40,602,780 471,577 SH SOLE 471,577 0 0
Abbott Laboratories COM 002824100 641,112 6,955 SH SOLE 6,955 0 0
AbbVie Inc COM 00287Y109 1,884,457 7,506 SH SOLE 7,506 0 0
Adobe Inc COM 00724F101 353,392 1,675 SH SOLE 1,675 0 0
Advanced Micro Devices Inc COM 007903107 106,220,719 196,385 SH SOLE 196,385 0 0
AeroVironment Inc COM 008073108 4,943,165 28,666 SH SOLE 28,666 0 0
Airbnb Inc COM 009066101 251,900 1,710 SH SOLE 1,710 0 0
Air Products and Chemicals Inc COM 009158106 269,938 881 SH SOLE 881 0 0
AIRO Group Holdings Inc COM 009422106 2,082,820 272,264 SH SOLE 272,264 0 0
Akamai Technologies Inc COM 00971T101 9,874,936 87,536 SH SOLE 87,536 0 0
Alibaba Group Holding Ltd COM 01609W102 56,488,001 576,467 SH SOLE 576,467 0 0
Allstate Corp/The COM 020002101 247,253 1,017 SH SOLE 1,017 0 0
Alphabet Inc COM 02079K305 67,751,437 187,568 SH SOLE 187,568 0 0
Oklo Inc COM 02156V109 7,320,656 139,574 SH SOLE 139,574 0 0
Altria Group Inc COM 02209S103 480,248 6,713 SH SOLE 6,713 0 0
Amazon.com Inc COM 023135106 67,663,674 279,949 SH SOLE 279,949 0 0
American Electric Power Co Inc COM 025537101 289,953 2,147 SH SOLE 2,147 0 0
American Express Co COM 025816109 969,311 2,793 SH SOLE 2,793 0 0
American Superconductor Corp COM 030111207 3,967,848 99,395 SH SOLE 99,395 0 0
AMERICAN TOWER CORP COM 03027X100 9,823,466 59,149 SH SOLE 59,149 0 0
Cencora Inc COM 03073E105 205,355 712 SH SOLE 712 0 0
AMETEK Inc COM 031100100 215,314 908 SH SOLE 908 0 0
Amgen Inc COM 031162100 824,555 2,282 SH SOLE 2,282 0 0
Amphenol Corp COM 032095101 887,794 5,155 SH SOLE 5,155 0 0
Analog Devices Inc COM 032654105 66,721,351 171,529 SH SOLE 171,529 0 0
Anavex Life Sciences Corp COM 032797300 34,097 13,216 SH SOLE 13,216 0 0
ELEVANCE HEALTH INC COM 036752103 366,663 881 SH SOLE 881 0 0
Apollo Global Management Inc COM 03769M106 235,459 1,988 SH SOLE 1,988 0 0
Apple Inc COM 037833100 39,514,334 134,229 SH SOLE 134,229 0 0
Applied Digital Corp COM 038169207 3,004,353 84,582 SH SOLE 84,582 0 0
Applied Materials Inc COM 038222105 89,289,230 137,176 SH SOLE 137,176 0 0
AppLovin Corp COM 03831W108 612,602 1,085 SH SOLE 1,085 0 0
Archer Aviation Inc COM 03945R102 6,541,981 1,329,671 SH SOLE 1,329,671 0 0
Argan Inc COM 04010E109 8,714,455 11,398 SH SOLE 11,398 0 0
Arista Networks Inc COM 040413205 19,374,240 116,278 SH SOLE 116,278 0 0
ARM Holdings PLC COM 042068205 103,944,134 308,010 SH SOLE 308,010 0 0
Astera Labs Inc COM 04626A103 91,736,557 212,915 SH SOLE 212,915 0 0
Atkore Inc COM 047649108 3,741,734 51,660 SH SOLE 51,660 0 0
Automatic Data Processing Inc COM 053015103 389,426 1,652 SH SOLE 1,652 0 0
BTQ Technologies Corp COM 055869101 85,047,912 16,046,776 SH SOLE 16,046,776 0 0
BWX Technologies Inc COM 05605H100 12,478,298 65,246 SH SOLE 65,246 0 0
Baidu Inc COM 056752108 66,773,146 566,162 SH SOLE 566,162 0 0
Baker Hughes Co COM 05722G100 218,025 4,051 SH SOLE 4,051 0 0
Bank of America Corp COM 060505104 1,726,697 29,587 SH SOLE 29,587 0 0
Bank of New York Mellon Corp/The COM 064058100 408,272 2,796 SH SOLE 2,796 0 0
Berkshire Hathaway Inc COM 084670702 2,892,495 5,788 SH SOLE 5,788 0 0
BitMine Immersion Technologies Inc COM 09175A206 205,882 14,550 SH SOLE 14,550 0 0
BlackBerry Ltd COM 09228F103 326,527 25,490 SH SOLE 25,490 0 0
Blackstone Inc COM 09260D107 347,890 2,910 SH SOLE 2,910 0 0
BlackSky Technology Inc COM 09263B207 4,819,439 167,691 SH SOLE 167,691 0 0
Blackrock Inc COM 09290D101 564,699 576 SH SOLE 576 0 0
Bloom Energy Corp COM 093712107 48,070,607 166,047 SH SOLE 166,047 0 0
Boeing Co/The COM 097023105 711,478 3,255 SH SOLE 3,255 0 0
Booking Holdings Inc COM 09857L108 584,265 3,199 SH SOLE 3,199 0 0
Boston Scientific Corp COM 101137107 253,666 5,891 SH SOLE 5,891 0 0
Bristol-Myers Squibb Co COM 110122108 485,436 8,698 SH SOLE 8,698 0 0
Broadcom Inc COM 11135F101 143,071,604 387,371 SH SOLE 387,371 0 0
C3.ai Inc COM 12468P104 7,785,785 825,640 SH SOLE 825,640 0 0
Cigna Group/The COM 125523100 284,551 1,027 SH SOLE 1,027 0 0
CME Group Inc COM 12572Q105 331,023 1,433 SH SOLE 1,433 0 0
CSX Corp COM 126408103 362,572 7,502 SH SOLE 7,502 0 0
CVS Health Corp COM 126650100 538,933 5,142 SH SOLE 5,142 0 0
CACI International Inc COM 127190304 1,249,838 2,677 SH SOLE 2,677 0 0
Cadence Design Systems Inc COM 127387108 65,652,495 173,808 SH SOLE 173,808 0 0
Calix Inc COM 13100M509 6,334,824 170,796 SH SOLE 170,796 0 0
Cameco Corp COM 13321L108 33,511,704 344,098 SH SOLE 344,098 0 0
Capital One Financial Corp COM 14040H105 515,737 2,518 SH SOLE 2,518 0 0
Cardinal Health Inc COM 14149Y108 224,883 946 SH SOLE 946 0 0
Carrier Global Corp COM 14448C104 232,714 3,229 SH SOLE 3,229 0 0
Caterpillar Inc COM 149123101 1,862,859 1,879 SH SOLE 1,879 0 0
Celestica Inc COM 15101Q207 13,871,020 38,358 SH SOLE 38,358 0 0
Centrus Energy Corp COM 15643U104 4,517,462 27,158 SH SOLE 27,158 0 0
CEVA Inc COM 157210105 19,714,067 433,181 SH SOLE 433,181 0 0
Cheniere Energy Inc COM 16411R208 208,308 854 SH SOLE 854 0 0
Chevron Corp COM 166764100 1,368,102 8,257 SH SOLE 8,257 0 0
Ciena Corp COM 171779309 14,307,894 30,940 SH SOLE 30,940 0 0
Cipher Digital Inc COM 17253J106 3,519,530 154,095 SH SOLE 154,095 0 0
Cirrus Logic Inc COM 172755100 61,689,235 421,317 SH SOLE 421,317 0 0
Cisco Systems Inc COM 17275R102 101,228,276 865,125 SH SOLE 865,125 0 0
Cintas Corp COM 172908105 247,407 1,420 SH SOLE 1,420 0 0
Citigroup Inc COM 172967424 981,751 7,006 SH SOLE 7,006 0 0
Cleanspark Inc COM 18452B209 2,696,365 197,971 SH SOLE 197,971 0 0
Cloudflare Inc COM 18915M107 74,882,427 304,017 SH SOLE 304,017 0 0
Coca-Cola Co/The COM 191216100 1,452,408 17,867 SH SOLE 17,867 0 0
Coherent Corp COM 19247G107 69,390,253 188,228 SH SOLE 188,228 0 0
Colgate-Palmolive Co COM 194162103 297,296 3,205 SH SOLE 3,205 0 0
Comfort Systems USA Inc COM 199908104 216,357 116 SH SOLE 116 0 0
Comcast Corp COM 20030N101 348,713 14,695 SH SOLE 14,695 0 0
Vistance Networks Inc COM 20337X109 6,079,249 491,451 SH SOLE 491,451 0 0
ConocoPhillips COM 20825C104 503,817 4,881 SH SOLE 4,881 0 0
Constellation Energy Corp COM 21037T109 30,572,119 129,269 SH SOLE 129,269 0 0
CoreWeave Inc COM 21873S108 59,740,439 697,210 SH SOLE 697,210 0 0
Core Scientific Inc COM 21874A106 2,747,562 115,882 SH SOLE 115,882 0 0
Corning Inc COM 219350105 692,778 3,140 SH SOLE 3,140 0 0
Corteva Inc COM 22052L104 223,804 2,679 SH SOLE 2,679 0 0
Costco Wholesale Corp COM 22160K105 1,708,790 1,848 SH SOLE 1,848 0 0
Crowdstrike Holdings Inc COM 22788C105 739,512 3,828 SH SOLE 3,828 0 0
Cummins Inc COM 231021106 383,464 562 SH SOLE 562 0 0
Danaher Corp COM 235851102 497,667 2,569 SH SOLE 2,569 0 0
Datadog Inc COM 23804L103 21,736,818 82,187 SH SOLE 82,187 0 0
Deere & Co COM 244199105 612,567 976 SH SOLE 976 0 0
Dell Technologies Inc COM 24703L202 784,587 1,845 SH SOLE 1,845 0 0
Delta Air Lines Inc COM 247361702 243,911 2,621 SH SOLE 2,621 0 0
Denison Mines Corp COM 248356107 4,354,917 1,413,934 SH SOLE 1,413,934 0 0
Digital Realty Trust Inc COM 253868103 14,135,751 80,171 SH SOLE 80,171 0 0
DigitalBridge Group Inc COM 25401T603 2,947,476 186,904 SH SOLE 186,904 0 0
DigitalOcean Holdings Inc COM 25402D102 18,681,760 129,214 SH SOLE 129,214 0 0
Walt Disney Co/The COM 254687106 680,594 7,111 SH SOLE 7,111 0 0
Dominion Energy Inc COM 25746U109 18,065,900 266,498 SH SOLE 266,498 0 0
DoorDash Inc COM 25809K105 219,466 1,162 SH SOLE 1,162 0 0
Duke Energy Corp COM 26441C204 389,258 3,095 SH SOLE 3,095 0 0
D-Wave Quantum Inc COM 26740W109 68,433,104 2,912,047 SH SOLE 2,912,047 0 0
Dycom Industries Inc COM 267475101 8,846,529 18,802 SH SOLE 18,802 0 0
Dynatrace Inc COM 268150109 10,962,719 241,576 SH SOLE 241,576 0 0
EOG Resources Inc COM 26875P101 275,440 2,142 SH SOLE 2,142 0 0
EchoStar Corp COM 278768106 17,025,013 168,765 SH SOLE 168,765 0 0
Ecolab Inc COM 278865100 276,700 994 SH SOLE 994 0 0
Edwards Lifesciences Corp COM 28176E108 208,909 2,271 SH SOLE 2,271 0 0
Emerson Electric Co COM 291011104 312,246 2,238 SH SOLE 2,238 0 0
Encore Energy Corp COM 29259W700 2,863,578 2,105,572 SH SOLE 2,105,572 0 0
Energy Fuels Inc/Canada COM 292671708 4,858,747 341,684 SH SOLE 341,684 0 0
EnerSys COM 29275Y102 6,870,195 31,163 SH SOLE 31,163 0 0
Energy Vault Holdings Inc COM 29280W109 3,058,191 684,159 SH SOLE 684,159 0 0
Eos Energy Enterprises Inc COM 29415C101 3,536,144 637,143 SH SOLE 637,143 0 0
Equinix Inc COM 29444U700 15,864,167 15,651 SH SOLE 15,651 0 0
Telefonaktiebolaget LM Ericsson COM 294821608 9,943,887 914,801 SH SOLE 914,801 0 0
Evergy Inc COM 30034W106 6,873,308 79,746 SH SOLE 79,746 0 0
Extreme Networks Inc COM 30226D106 18,697,016 594,878 SH SOLE 594,878 0 0
Fastenal Co COM 311900104 220,700 4,622 SH SOLE 4,622 0 0
FedEx Corp COM 31428X106 268,690 856 SH SOLE 856 0 0
F5 Inc COM 315616102 13,437,598 31,679 SH SOLE 31,679 0 0
Firefly Aerospace Inc COM 31816X106 7,748,358 273,118 SH SOLE 273,118 0 0
Fluence Energy Inc COM 34379V103 3,097,626 168,716 SH SOLE 168,716 0 0
Ford Motor Co COM 345370860 211,638 15,516 SH SOLE 15,516 0 0
Forgent Power Solutions Inc COM 34631F102 6,043,988 121,122 SH SOLE 121,122 0 0
Fortinet Inc COM 34959E109 299,995 1,887 SH SOLE 1,887 0 0
Freeport-McMoRan Inc COM 35671D857 345,142 5,702 SH SOLE 5,702 0 0
Frequency Electronics Inc COM 358010106 4,591,813 69,795 SH SOLE 69,795 0 0
FuelCell Energy Inc COM 35952H700 6,578,237 206,279 SH SOLE 206,279 0 0
GDS Holdings Ltd COM 36165L108 2,801,341 88,622 SH SOLE 88,622 0 0
Arthur J Gallagher & Co COM 363576109 238,472 995 SH SOLE 995 0 0
GE Vernova Inc COM 36828A101 91,595,360 80,747 SH SOLE 80,747 0 0
Generac Holdings Inc COM 368736104 12,380,400 45,816 SH SOLE 45,816 0 0
General Dynamics Corp COM 369550108 1,252,884 3,468 SH SOLE 3,468 0 0
GE AEROSPACE COM 369604301 1,642,238 4,380 SH SOLE 4,380 0 0
Gilead Sciences Inc COM 375558103 641,062 5,089 SH SOLE 5,089 0 0
Globalstar Inc COM 378973507 11,243,077 138,872 SH SOLE 138,872 0 0
Goldman Sachs Group Inc/The COM 38141G104 1,231,689 1,208 SH SOLE 1,208 0 0
Hewlett Packard Enterprise Co COM 42824C109 64,493,549 1,467,430 SH SOLE 1,467,430 0 0
Hive Digital Technologies Ltd COM 433921103 2,867,264 828,689 SH SOLE 828,689 0 0
Home Depot Inc/The COM 437076102 1,445,812 4,121 SH SOLE 4,121 0 0
Honeywell Aerospace Inc COM 43849R105 37,151,005 163,452 SH SOLE 163,452 0 0
Honeywell International Inc COM 438516205 36,104,448 162,816 SH SOLE 162,816 0 0
Howmet Aerospace Inc COM 443201108 419,299 1,568 SH SOLE 1,568 0 0
Hubbell Inc COM 443510607 17,639,909 35,991 SH SOLE 35,991 0 0
HUT 8 CORP COM 44812J104 3,066,323 28,985 SH SOLE 28,985 0 0
Illinois Tool Works Inc COM 452308109 307,433 1,143 SH SOLE 1,143 0 0
Infleqtion Inc COM 45676K103 63,843,271 4,937,608 SH SOLE 4,937,608 0 0
Intel Corp COM 458140100 81,515,721 641,755 SH SOLE 641,755 0 0
Intercontinental Exchange Inc COM 45866F104 230,902 1,822 SH SOLE 1,822 0 0
InterDigital Inc COM 45867G101 6,848,192 24,262 SH SOLE 24,262 0 0
International Business Machines Corp COM 459200101 71,026,927 248,129 SH SOLE 248,129 0 0
Invesco QQQ Trust Series 1 COM 46090E103 45,526,173 62,780 SH SOLE 62,780 0 0
Intuit Inc COM 461202103 282,571 1,058 SH SOLE 1,058 0 0
Intuitive Surgical Inc COM 46120E602 574,599 1,428 SH SOLE 1,428 0 0
Intuitive Machines Inc COM 46125A100 15,165,554 750,770 SH SOLE 750,770 0 0
IonQ Inc COM 46222L108 61,559,878 1,197,663 SH SOLE 1,197,663 0 0
Iridium Communications Inc COM 46269C102 15,443,411 277,161 SH SOLE 277,161 0 0
iShares Core S&P 500 ETF COM 464287200 154,220,962 205,875 SH SOLE 205,875 0 0
Itron Inc COM 465741106 4,631,488 54,817 SH SOLE 54,817 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,726,885 11,156 SH SOLE 11,156 0 0
Johnson & Johnson COM 478160104 2,587,802 10,189 SH SOLE 10,189 0 0
KLA CORP COM 482480100 84,425,885 317,164 SH SOLE 317,164 0 0
KKR & Co Inc COM 48251W104 251,208 2,714 SH SOLE 2,714 0 0
Keel Infrastructure Corp COM 486917107 3,029,462 563,097 SH SOLE 563,097 0 0
Keysight Technologies Inc COM 49338L103 12,512,846 37,285 SH SOLE 37,285 0 0
Kinder Morgan Inc COM 49456B101 251,857 7,940 SH SOLE 7,940 0 0
Kingsoft Cloud Holdings Ltd COM 49639K101 5,892,578 641,893 SH SOLE 641,893 0 0
Kratos Defense & Security Solutions Inc COM 50077B207 2,160,690 40,737 SH SOLE 40,737 0 0
Kyndryl Holdings Inc COM 50155Q100 8,230,296 685,858 SH SOLE 685,858 0 0
L3Harris Technologies Inc COM 502431109 958,514 3,280 SH SOLE 3,280 0 0
Lam Research Corp COM 512807306 82,943,990 211,992 SH SOLE 211,992 0 0
Lattice Semiconductor Corp COM 518415104 76,970,039 526,111 SH SOLE 526,111 0 0
Leidos Holdings Inc COM 525327102 781,374 7,581 SH SOLE 7,581 0 0
Eli Lilly & Co COM 532457108 4,235,445 3,554 SH SOLE 3,554 0 0
Lockheed Martin Corp COM 539830109 66,581,623 127,595 SH SOLE 127,595 0 0
Lowe's Cos Inc COM 548661107 497,545 2,242 SH SOLE 2,242 0 0
Lumentum Holdings Inc COM 55024U109 12,633,492 15,769 SH SOLE 15,769 0 0
MKS Inc COM 55306N104 86,501,362 210,440 SH SOLE 210,440 0 0
MYR Group Inc COM 55405W104 4,932,122 10,650 SH SOLE 10,650 0 0
MACOM Technology Solutions Holdings Inc COM 55405Y100 14,382,842 41,020 SH SOLE 41,020 0 0
MARA Holdings Inc COM 565788106 3,144,945 235,224 SH SOLE 235,224 0 0
Marathon Petroleum Corp COM 56585A102 315,195 1,190 SH SOLE 1,190 0 0
Marsh & McLennan Cos Inc COM 571748102 337,222 1,959 SH SOLE 1,959 0 0
Marriott International Inc/MD COM 571903202 331,119 899 SH SOLE 899 0 0
MARVELL TECHNOLOGY INC COM 573874104 115,346,481 423,990 SH SOLE 423,990 0 0
MasTec Inc COM 576323109 18,536,398 47,455 SH SOLE 47,455 0 0
Mastercard Inc COM 57636Q104 1,658,747 3,175 SH SOLE 3,175 0 0
MaxLinear Inc COM 57776J100 57,434,774 511,031 SH SOLE 511,031 0 0
McDonald's Corp COM 580135101 791,855 2,939 SH SOLE 2,939 0 0
McKesson Corp COM 58155Q103 350,235 456 SH SOLE 456 0 0
Merck & Co Inc COM 58933Y105 1,292,815 10,312 SH SOLE 10,312 0 0
Mercury Systems Inc COM 589378108 2,431,099 19,757 SH SOLE 19,757 0 0
Microsoft Corp COM 594918104 64,367,669 167,502 SH SOLE 167,502 0 0
Microchip Technology Inc COM 595017104 67,292,384 758,737 SH SOLE 758,737 0 0
Micron Technology Inc COM 595112103 82,168,456 79,599 SH SOLE 79,599 0 0
Mondelez International Inc COM 609207105 308,383 5,196 SH SOLE 5,196 0 0
MongoDB Inc COM 60937P106 68,740,410 191,275 SH SOLE 191,275 0 0
Monolithic Power Systems Inc COM 609839105 229,057 172 SH SOLE 172 0 0
Monster Beverage Corp COM 61174X109 277,058 2,846 SH SOLE 2,846 0 0
Moody's Corp COM 615369105 321,777 687 SH SOLE 687 0 0
Morgan Stanley COM 617446448 1,036,207 4,891 SH SOLE 4,891 0 0
Motorola Solutions Inc COM 620076307 271,054 647 SH SOLE 647 0 0
N-able Inc/US COM 62878D100 7,010,771 1,788,462 SH SOLE 1,788,462 0 0
NVE Corp COM 629445206 67,319,562 635,270 SH SOLE 635,270 0 0
NANO Nuclear Energy Inc COM 63010H108 2,993,997 144,289 SH SOLE 144,289 0 0
Net Power Inc COM 64107A105 2,598,248 1,555,837 SH SOLE 1,555,837 0 0
NetApp Inc COM 64110D104 15,104,275 96,587 SH SOLE 96,587 0 0
Netflix Inc COM 64110L106 1,315,685 17,734 SH SOLE 17,734 0 0
NetScout Systems Inc COM 64115T104 12,268,023 285,635 SH SOLE 285,635 0 0
Newmont Corp COM 651639106 420,223 4,504 SH SOLE 4,504 0 0
NextEra Energy Inc COM 65339F101 750,642 8,691 SH SOLE 8,691 0 0
NexGen Energy Ltd COM 65340P106 6,651,203 703,831 SH SOLE 703,831 0 0
NIKE Inc COM 654106103 200,573 4,658 SH SOLE 4,658 0 0
Nokia Oyj COM 654902204 82,263,294 6,372,060 SH SOLE 6,372,060 0 0
Norfolk Southern Corp COM 655844108 284,220 891 SH SOLE 891 0 0
Northrop Grumman Corp COM 666807102 64,083,318 123,249 SH SOLE 123,249 0 0
Nutanix Inc COM 67059N108 68,575,898 1,339,373 SH SOLE 1,339,373 0 0
NVIDIA Corp COM 67066G104 136,823,163 692,495 SH SOLE 692,495 0 0
NuScale Power Corp COM 67079K100 5,187,817 511,115 SH SOLE 511,115 0 0
O'Reilly Automotive Inc COM 67103H107 314,312 3,391 SH SOLE 3,391 0 0
ON Semiconductor Corp COM 682189105 57,280,391 605,309 SH SOLE 605,309 0 0
Ondas Inc COM 68236H204 10,177,129 1,284,991 SH SOLE 1,284,991 0 0
ONEOK Inc COM 682680103 215,268 2,511 SH SOLE 2,511 0 0
Onto Innovation Inc COM 683344105 86,771,163 246,958 SH SOLE 246,958 0 0
Opendoor Technologies Inc COM 683712103 260,684 52,770 SH SOLE 52,770 0 0
Oracle Corp COM 68389X105 68,124,405 478,066 SH SOLE 478,066 0 0
PG&E Corp COM 69331C108 11,417,840 689,067 SH SOLE 689,067 0 0
PNC Financial Services Group Inc/The COM 693475105 388,250 1,543 SH SOLE 1,543 0 0
TXNM Energy Inc COM 69349H107 2,153,432 37,966 SH SOLE 37,966 0 0
PACCAR Inc COM 693718108 252,906 2,086 SH SOLE 2,086 0 0
Palantir Technologies Inc COM 69608A108 67,138,940 533,993 SH SOLE 533,993 0 0
Palo Alto Networks Inc COM 697435105 1,199,048 3,406 SH SOLE 3,406 0 0
Parker-Hannifin Corp COM 701094104 459,737 477 SH SOLE 477 0 0
Parsons Corp COM 70202L102 1,804,197 33,939 SH SOLE 33,939 0 0
PepsiCo Inc COM 713448108 813,364 5,762 SH SOLE 5,762 0 0
Pfizer Inc COM 717081103 572,977 23,994 SH SOLE 23,994 0 0
Philip Morris International Inc COM 718172109 1,152,853 6,488 SH SOLE 6,488 0 0
Phillips 66 COM 718546104 276,582 1,585 SH SOLE 1,585 0 0
Pinnacle West Capital Corp COM 723484101 3,534,050 33,246 SH SOLE 33,246 0 0
Planet Labs PBC COM 72703X106 20,303,040 642,298 SH SOLE 642,298 0 0
Portland General Electric Co COM 736508847 1,981,519 38,506 SH SOLE 38,506 0 0
Power Solutions International Inc COM 73933G202 2,676,190 72,881 SH SOLE 72,881 0 0
Preformed Line Products Co COM 740444104 3,157,998 8,025 SH SOLE 8,025 0 0
Procter & Gamble Co/The COM 742718109 1,435,378 9,736 SH SOLE 9,736 0 0
Progressive Corp/The COM 743315103 524,266 2,328 SH SOLE 2,328 0 0
Prologis Inc COM 74340W103 506,160 3,700 SH SOLE 3,700 0 0
Public Service Enterprise Group Inc COM 744573106 14,081,686 175,429 SH SOLE 175,429 0 0
Public Storage COM 74460D109 200,285 620 SH SOLE 620 0 0
Qorvo Inc COM 74736K101 10,254,536 112,836 SH SOLE 112,836 0 0
QUALCOMM Inc COM 747525103 83,994,100 461,709 SH SOLE 461,709 0 0
Quanta Services Inc COM 74762E102 73,788,283 106,723 SH SOLE 106,723 0 0
Quantum Computing Inc COM 74766W108 66,325,056 7,033,410 SH SOLE 7,033,410 0 0
Quantum Emotion Corp COM 74767K103 71,555,712 24,011,984 SH SOLE 24,011,984 0 0
Quantinuum Inc COM 74768A104 95,290,340 1,215,283 SH SOLE 1,215,283 0 0
RadNet Inc COM 750491102 75,044,476 1,143,622 SH SOLE 1,143,622 0 0
Rambus Inc COM 750917106 2,821,095 22,782 SH SOLE 22,782 0 0
RTX Corp COM 75513E101 73,781,027 384,717 SH SOLE 384,717 0 0
Realty Income Corp COM 756109104 226,323 3,661 SH SOLE 3,661 0 0
Red Cat Holdings Inc COM 75644T100 7,518,152 712,621 SH SOLE 712,621 0 0
Redwire Corp COM 75776W103 23,011,320 1,922,416 SH SOLE 1,922,416 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 246,140 394 SH SOLE 394 0 0
Rigetti Computing Inc COM 76655K103 64,408,005 3,447,966 SH SOLE 3,447,966 0 0
Riot Platforms Inc COM 767292105 3,059,596 127,696 SH SOLE 127,696 0 0
Robinhood Markets Inc COM 770700102 279,991 2,577 SH SOLE 2,577 0 0
Rocket Lab Corp COM 773121108 57,086,833 570,469 SH SOLE 570,469 0 0
Rockwell Automation Inc COM 773903109 206,164 427 SH SOLE 427 0 0
Ross Stores Inc COM 778296103 270,172 1,275 SH SOLE 1,275 0 0
S&P Global Inc COM 78409V104 497,549 1,199 SH SOLE 1,199 0 0
Solv Energy Inc COM 78475V103 1,410,236 44,741 SH SOLE 44,741 0 0
Salesforce Inc COM 79466L302 534,252 3,273 SH SOLE 3,273 0 0
Sandisk Corp COM 80004C200 1,434,747 706 SH SOLE 706 0 0
SLB Ltd COM 806857108 267,925 5,942 SH SOLE 5,942 0 0
Charles Schwab Corp/The COM 808513105 644,120 6,725 SH SOLE 6,725 0 0
Science Applications International Corp COM 808625107 1,936,218 18,358 SH SOLE 18,358 0 0
Sempra COM 816851109 235,735 2,580 SH SOLE 2,580 0 0
ServiceNow Inc COM 81762P102 441,927 4,177 SH SOLE 4,177 0 0
Sherwin-Williams Co/The COM 824348106 315,252 911 SH SOLE 911 0 0
Shoals Technologies Group Inc COM 82489W107 3,627,028 358,402 SH SOLE 358,402 0 0
Simon Property Group Inc COM 828806109 283,879 1,273 SH SOLE 1,273 0 0
SiTime Corp COM 82982T106 225,229 320 SH SOLE 320 0 0
Skyworks Solutions Inc COM 83088M102 10,599,566 160,770 SH SOLE 160,770 0 0
Snowflake Inc COM 833445109 72,751,340 278,538 SH SOLE 278,538 0 0
Southern Co/The COM 842587107 443,830 4,666 SH SOLE 4,666 0 0
Space Exploration Technologies Corp COM 84615Q103 51,766,856 328,595 SH SOLE 328,595 0 0
Spire Global Inc COM 848560306 2,874,724 156,405 SH SOLE 156,405 0 0
Starbucks Corp COM 855244109 474,457 4,589 SH SOLE 4,589 0 0
Sterling Infrastructure Inc COM 859241101 16,266,393 20,947 SH SOLE 20,947 0 0
STMicroelectronics NV COM 861012102 66,494,197 940,246 SH SOLE 940,246 0 0
Stryker Corp COM 863667101 448,148 1,430 SH SOLE 1,430 0 0
Swarmer Inc COM 86989Y109 947,771 22,993 SH SOLE 22,993 0 0
Synopsys Inc COM 871607107 65,985,483 145,173 SH SOLE 145,173 0 0
TJX Cos Inc/The COM 872540109 683,799 4,518 SH SOLE 4,518 0 0
T-Mobile US Inc COM 872590104 8,879,188 51,307 SH SOLE 51,307 0 0
Taiwan Semiconductor Manufacturing Co Ltd COM 874039100 72,286,438 162,723 SH SOLE 162,723 0 0
Talen Energy Corp COM 87422Q109 5,355,928 14,845 SH SOLE 14,845 0 0
Target Corp COM 87612E106 233,480 1,792 SH SOLE 1,792 0 0
Telos Corp COM 87969B101 1,572,748 320,969 SH SOLE 320,969 0 0
Teradata Corp COM 88076W103 69,308,709 2,011,280 SH SOLE 2,011,280 0 0
Teradyne Inc COM 880770102 82,039,451 191,977 SH SOLE 191,977 0 0
Terawulf Inc COM 88080T104 3,324,261 140,978 SH SOLE 140,978 0 0
Texas Instruments Inc COM 882508104 71,564,984 239,821 SH SOLE 239,821 0 0
Thermo Fisher Scientific Inc COM 883556102 763,835 1,488 SH SOLE 1,488 0 0
3M Co COM 88579Y101 336,556 2,104 SH SOLE 2,104 0 0
Travelers Cos Inc/The COM 89417E109 295,469 883 SH SOLE 883 0 0
TRUIST FINANCIAL CORP COM 89832Q109 259,641 5,102 SH SOLE 5,102 0 0
Vnet Group Inc COM 90138A103 2,919,105 331,340 SH SOLE 331,340 0 0
US Bancorp COM 902973304 383,161 6,184 SH SOLE 6,184 0 0
Uber Technologies Inc COM 90353T100 439,230 6,045 SH SOLE 6,045 0 0
Union Pacific Corp COM 907818108 654,332 2,356 SH SOLE 2,356 0 0
United Parcel Service Inc COM 911312106 321,938 2,939 SH SOLE 2,939 0 0
United Rentals Inc COM 911363109 232,358 209 SH SOLE 209 0 0
UnitedHealth Group Inc COM 91324P102 1,603,790 3,760 SH SOLE 3,760 0 0
Unusual Machines Inc /US COM 91532F102 17,674,158 761,161 SH SOLE 761,161 0 0
Ur-Energy Inc COM 91688R108 2,581,003 1,911,854 SH SOLE 1,911,854 0 0
Uranium Energy Corp COM 916896103 5,149,624 488,116 SH SOLE 488,116 0 0
Valero Energy Corp COM 91913Y100 324,136 1,203 SH SOLE 1,203 0 0
Valmont Industries Inc COM 920253101 8,321,572 14,886 SH SOLE 14,886 0 0
Verizon Communications Inc COM 92343V104 9,390,056 223,626 SH SOLE 223,626 0 0
Vertex Pharmaceuticals Inc COM 92532F100 498,010 1,000 SH SOLE 1,000 0 0
Vertiv Holdings Co COM 92537N108 74,980,282 240,769 SH SOLE 240,769 0 0
Viasat Inc COM 92552V100 15,802,608 190,347 SH SOLE 190,347 0 0
Viavi Solutions Inc COM 925550105 13,966,658 296,721 SH SOLE 296,721 0 0
Visa Inc COM 92826C839 2,419,292 6,891 SH SOLE 6,891 0 0
Vistra Corp COM 92840M102 17,412,454 113,688 SH SOLE 113,688 0 0
Voyager Technologies Inc COM 92892B103 6,027,376 178,272 SH SOLE 178,272 0 0
Walmart Inc COM 931142103 2,010,449 18,475 SH SOLE 18,475 0 0
Warner Bros Discovery Inc COM 934423104 253,113 9,441 SH SOLE 9,441 0 0
Waste Management Inc COM 94106L109 354,719 1,583 SH SOLE 1,583 0 0
Wells Fargo & Co COM 949746101 1,094,274 12,733 SH SOLE 12,733 0 0
Welltower Inc COM 95040Q104 681,592 2,961 SH SOLE 2,961 0 0
Western Digital Corp COM 958102105 1,124,337 1,879 SH SOLE 1,879 0 0
Williams Cos Inc/The COM 969457100 358,465 4,926 SH SOLE 4,926 0 0
Wipro Ltd COM 97651M109 59,228,415 31,672,949 SH SOLE 31,672,949 0 0
X-Energy Inc COM 98386P102 3,400,248 183,203 SH SOLE 183,203 0 0
Xcel Energy Inc COM 98389B100 18,001,600 225,867 SH SOLE 225,867 0 0
Xanadu Quantum Technologies Ltd COM 98390R102 67,536,302 5,699,266 SH SOLE 5,699,266 0 0
Amdocs Ltd COM G02602103 6,798,393 132,833 SH SOLE 132,833 0 0
Aon PLC COM G0403H108 286,529 834 SH SOLE 834 0 0
Arqit Quantum Inc COM G0567U127 147,106,813 5,099,023 SH SOLE 5,099,023 0 0
Bitdeer Technologies Group COM G11448100 2,817,414 182,475 SH SOLE 182,475 0 0
Bit Digital Inc COM G1144A105 3,009,218 1,700,123 SH SOLE 1,700,123 0 0
Accenture PLC COM G1151C101 328,743 2,507 SH SOLE 2,507 0 0
Credo Technology Group Holding Ltd COM G25457105 21,601,111 83,373 SH SOLE 83,373 0 0
Critical Metals Corp COM G2662B103 233,150 23,670 SH SOLE 23,670 0 0
Eaton Corp PLC COM G29183103 76,499,585 185,539 SH SOLE 185,539 0 0
Johnson Controls International plc COM G51502105 349,692 2,415 SH SOLE 2,415 0 0
Linde PLC COM G54950103 1,019,081 1,910 SH SOLE 1,910 0 0
Medtronic PLC COM G5960L103 405,346 5,118 SH SOLE 5,118 0 0
Joby Aviation Inc COM G65163100 3,949,403 446,765 SH SOLE 446,765 0 0
nVent Electric PLC COM G6700G107 17,971,837 112,331 SH SOLE 112,331 0 0
Seagate Technology Holdings PLC COM G7997R103 853,872 933 SH SOLE 933 0 0
TE Connectivity PLC COM G87052109 235,483 1,169 SH SOLE 1,169 0 0
Trane Technologies PLC COM G8994E103 422,554 872 SH SOLE 872 0 0
Vertical Aerospace Ltd COM G9471C206 1,480,545 804,644 SH SOLE 804,644 0 0
Whitefiber Inc COM G96115103 4,411,489 126,259 SH SOLE 126,259 0 0
Chubb Ltd COM H1467J104 543,071 1,544 SH SOLE 1,544 0 0
Spotify Technology SA COM L8681T102 275,928 584 SH SOLE 584 0 0
Elbit Systems Ltd COM M3760D101 684,742 901 SH SOLE 901 0 0
Gilat Satellite Networks Ltd COM M51474118 3,128,625 235,412 SH SOLE 235,412 0 0
Radware Ltd COM M81873107 10,580,363 343,965 SH SOLE 343,965 0 0
Tower Semiconductor Ltd COM M87915274 69,908,235 284,805 SH SOLE 284,805 0 0
ASML Holding NV COM N07059210 70,686,113 38,353 SH SOLE 38,353 0 0
Elastic NV COM N14506104 63,963,179 1,094,323 SH SOLE 1,094,323 0 0
NXP Semiconductors NV COM N6596X109 65,042,240 232,976 SH SOLE 232,976 0 0
Nebius Group NV COM N97284108 76,625,416 334,346 SH SOLE 334,346 0 0
IREN Ltd COM Q4982L109 3,002,596 69,312 SH SOLE 69,312 0 0
Royal Caribbean Cruises Ltd COM V7780T103 301,706 985 SH SOLE 985 0 0
Flex Ltd COM Y2573F102 230,449 1,501 SH SOLE 1,501 0 0
Horizon Quantum Holdings LTD COM Y4000A102 150,895,678 5,582,526 SH SOLE 5,582,526 0 0
BITMINE IMMERSION TECHS INC COM NEW 09175A206 2,144,241 161,100 SH Call SOLE 161,100 0 0
STRATEGY INC CL A NEW 594972408 17,386,000 200,000 SH Call SOLE 200,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 50,247,032 136,400 SH Call SOLE 136,400 0 0
UNITED STS OIL FD LP UNITS 91232N207 114,955,200 1,080,000 SH Call SOLE 1,080,000 0 0