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
ABBVIE INC COM 00287Y109 21,189 81 SH SOLE 81 0 0
ADVANCED MICRO DEVICES INC COM 007903107 51,482,663 84,155 SH SOLE 84,155 0 0
AERCAP HOLDINGS NV SHS N00985106 26,121 182 SH SOLE 182 0 0
AIRBNB INC COM CL A 009066101 21,688 135 SH SOLE 135 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 9,129 37 SH SOLE 37 0 0
ALPHABET INC CAP STK CL A 02079K305 45,376,926 131,879 SH SOLE 131,879 0 0
ALPHABET INC CAP STK CL C 02079K107 40,548 119 SH SOLE 119 0 0
AMAZON COM INC COM 023135106 43,604,987 175,015 SH SOLE 175,015 0 0
AMGEN INC COM 031162100 12,224 29 SH SOLE 29 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 50,169 534 SH SOLE 534 0 0
APPLE INC COM 037833100 46,174,555 138,654 SH SOLE 138,654 0 0
APPLOVIN CORP COM CL A 03831W108 24,106 83 SH SOLE 83 0 0
ARCH CAP GROUP LTD ORD G0450A105 8,405 91 SH SOLE 91 0 0
ARISTA NETWORKS INC COM SHS 040413205 10,383 51 SH SOLE 51 0 0
BAKER HUGHES COMPANY CL A 05722G100 562,835 10,252 SH SOLE 10,252 0 0
BLOOM ENERGY CORP COM CL A 093712107 691,342 2,496 SH SOLE 2,496 0 0
BROADCOM INC COM 11135F101 43,027,799 122,520 SH SOLE 122,520 0 0
BWX TECHNOLOGIES INC COM 05605H100 320,854 2,342 SH SOLE 2,342 0 0
CAMECO CORP COM 13321L108 492,372 5,681 SH SOLE 5,681 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 32,196 1,312 SH SOLE 1,312 0 0
CELESTICA INC COM 15101Q207 546,482 1,512 SH SOLE 1,512 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,990 52 SH SOLE 52 0 0
COHERENT CORP COM 19247G107 530,434 1,843 SH SOLE 1,843 0 0
COMFORT SYS USA INC COM 199908104 9,925 6 SH SOLE 6 0 0
CONSTELLATION ENERGY CORP COM 21037T109 657,404 2,588 SH SOLE 2,588 0 0
COREWEAVE INC COM CL A 21873S108 19,066,125 218,849 SH SOLE 218,849 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 39,507,319 149,225 SH SOLE 149,225 0 0
DATADOG INC CL A COM 23804L103 29,395,881 107,343 SH SOLE 107,343 0 0
DELTA AIR LINES INC COM NEW 247361702 122,019 1,462 SH SOLE 1,462 0 0
DIAMONDBACK ENERGY INC COM 25278X109 18,565 101 SH SOLE 101 0 0
DIGITAL RLTY TR INC COM 253868103 592,589 3,376 SH SOLE 3,376 0 0
DTE ENERGY CO COM 233331107 9,257 76 SH SOLE 76 0 0
EATON CORP PLC SHS G29183103 742,969 1,729 SH SOLE 1,729 0 0
ELI LILLY & CO COM 532457108 12,728 11 SH SOLE 11 0 0
EMCOR GROUP INC COM 29084Q100 9,054 12 SH SOLE 12 0 0
EQT CORP COM 26884L109 15,199 313 SH SOLE 313 0 0
EQUINIX INC COM 29444U700 661,573 654 SH SOLE 654 0 0
FREEPORT MCMORAN INC CL B 35671D857 10,010 143 SH SOLE 143 0 0
GE VERNOVA INC COM 36828A101 32,839,430 34,550 SH SOLE 34,550 0 0
GILEAD SCIENCES INC COM 375558103 12,818 86 SH SOLE 86 0 0
HALLIBURTON CO COM 406216101 9,349 294 SH SOLE 294 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,361 42 SH SOLE 42 0 0
HUBBELL INC COM 443510607 446,342 984 SH SOLE 984 0 0
INNODATA INC COM NEW 457642205 13,203,950 200,790 SH SOLE 200,790 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 28,582,983 129,964 SH SOLE 129,964 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 14,958,278 365,907 SH SOLE 365,907 0 0
JOHNSON & JOHNSON COM 478160104 8,736 33 SH SOLE 33 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 682,749 4,593 SH SOLE 4,593 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,921 30 SH SOLE 30 0 0
KINDER MORGAN INC DEL COM 49456B101 566,247 18,781 SH SOLE 18,781 0 0
MERCADOLIBRE INC COM 58733R102 36,299 21 SH SOLE 21 0 0
META PLATFORMS INC CL A 30303M102 49,413,765 68,140 SH SOLE 68,140 0 0
MICRON TECHNOLOGY INC COM 595112103 47,765,923 44,846 SH SOLE 44,846 0 0
MICROSOFT CORP COM 594918104 47,175,003 91,977 SH SOLE 91,977 0 0
MONGODB INC CL A 60937P106 18,011,633 51,667 SH SOLE 51,667 0 0
MONOLITHIC PWR SYS INC COM 609839105 606,249 450 SH SOLE 450 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,149 25 SH SOLE 25 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 22,736,473 96,390 SH SOLE 96,390 0 0
NEWMONT CORP COM 651639106 20,877 181 SH SOLE 181 0 0
NEXTERA ENERGY INC COM 65339F101 607,208 8,017 SH SOLE 8,017 0 0
NRG ENERGY INC COM NEW 629377508 337,358 3,527 SH SOLE 3,527 0 0
NUSCALE PWR CORP CL A COM 67079K100 247,215 31,293 SH SOLE 31,293 0 0
NVENT ELEC PLC SHS G6700G107 482,874 3,011 SH SOLE 3,011 0 0
NVIDIA CORPORATION COM 67066G104 48,279,075 211,398 SH SOLE 211,398 0 0
OKLO INC COM CL A 02156V109 12,846,606 347,018 SH SOLE 347,018 0 0
ORACLE CORP COM 68389X105 30,100,554 219,232 SH SOLE 219,232 0 0
ORMAT TECHNOLOGIES INC COM 686688102 284,717 3,112 SH SOLE 3,112 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 39,903,564 213,331 SH SOLE 213,331 0 0
PALO ALTO NETWORKS INC COM 697435105 39,491,025 99,396 SH SOLE 99,396 0 0
PEGASYSTEMS INC COM 705573103 9,997,711 300,412 SH SOLE 300,412 0 0
PG&E CORP COM 69331C108 16,366 1,336 SH SOLE 1,336 0 0
PHILIP MORRIS INTL INC COM 718172109 27,287 143 SH SOLE 143 0 0
PULTE GROUP INC COM 745867101 9,633 83 SH SOLE 83 0 0
QUANTA SVCS INC COM 74762E102 659,215 1,026 SH SOLE 1,026 0 0
QUEST DIAGNOSTICS INC COM 74834L100 10,255 44 SH SOLE 44 0 0
RALPH LAUREN CORP CL A 751212101 14,558 41 SH SOLE 41 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,858 13 SH SOLE 13 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 26,586 100 SH SOLE 100 0 0
ROYAL GOLD INC COM 780287108 15,812 67 SH SOLE 67 0 0
S&P GLOBAL INC COM 78409V104 16,568 42 SH SOLE 42 0 0
SALESFORCE INC COM 79466L302 28,257,771 123,090 SH SOLE 123,090 0 0
SANDISK CORP COM 80004C200 29,578 17 SH SOLE 17 0 0
SERVICENOW INC COM 81762P102 28,062,632 209,407 SH SOLE 209,407 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 42,769,942 232,256 SH SOLE 232,256 0 0
SNOWFLAKE INC COM SHS 833445109 27,302,661 80,406 SH SOLE 80,406 0 0
SOUTHERN CO COM 842587107 599,295 7,230 SH SOLE 7,230 0 0
SOUTHERN COPPER CORP COM 84265V105 502,142 2,478 SH SOLE 2,478 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 47,163,659 103,386 SH SOLE 103,386 0 0
TALEN ENERGY CORP COM 87422Q109 348,962 1,116 SH SOLE 1,116 0 0
TARGA RES CORP COM 87612G101 13,245 49 SH SOLE 49 0 0
TESLA INC COM 88160R101 42,438,824 119,610 SH SOLE 119,610 0 0
UNITED AIRLS HLDGS INC COM 910047109 91,645 826 SH SOLE 826 0 0
UNITED RENTALS INC COM 911363109 15,012 15 SH SOLE 15 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 24,927 46 SH SOLE 46 0 0
VENTURE GLOBAL INC COM CL A 92333F101 7,154 566 SH SOLE 566 0 0
VERISK ANALYTICS INC COM 92345Y106 17,960 107 SH SOLE 107 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 21,435 41 SH SOLE 41 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 531,606 2,203 SH SOLE 2,203 0 0
VISTRA CORP COM 92840M102 516,461 3,733 SH SOLE 3,733 0 0
WILLDAN GROUP INC COM 96924N100 222,970 3,018 SH SOLE 3,018 0 0
WILLIAMS COS INC COM 969457100 601,467 8,849 SH SOLE 8,849 0 0
WOODWARD INC COM 980745103 8,543 26 SH SOLE 26 0 0
ZSCALER INC COM 98980G102 20,129,654 100,941 SH SOLE 100,941 0 0