| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| VELO3D INC | VLD | 92259N203 | 12,299 | $35,544.10 | 0.00% | |
| LOCKHEED MARTIN CORP | LMT | 539830109 | 18,522 | $8,816,470.00 | 1.07% | |
| SYNOPSYS INC | SNPS | 871607107 | 22,616 | $12,673,600.00 | 1.54% | |
| CATERPILLAR INC | CAT | 149123101 | 23,796 | $8,472,090.00 | 1.03% | |
| TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | 25,489 | $10,173,200.00 | 1.24% | |
| ANSYS INC | ANSS | 03662Q105 | 28,889 | $9,119,390.00 | 1.11% | |
| INTUITIVE SURGICAL INC | ISRG | 46120E602 | 32,274 | $13,430,500.00 | 1.63% | |
| ELBIT SYSTEMS LTD | ESLT | M3760D101 | 59,939 | $10,917,900.00 | 1.33% | |
| DEERE & CO | DE | 244199105 | 69,346 | $26,395,900.00 | 3.21% | |
| QUALCOMM INC | QCOM | 747525103 | 71,120 | $13,616,600.00 | 1.66% | |
| ALPHABET INC-CL C | GOOG | 02079K107 | 94,876 | $17,003,700.00 | 2.07% | |
| ADVANCED MICRO DEVICES | AMD | 007903107 | 99,600 | $15,514,700.00 | 1.89% | |
| NVIDIA CORP | NVDA | 67066G104 | 139,997 | $16,952,200.00 | 2.06% | |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | 143,610 | $24,682,200.00 | 3.00% | |
| BYD CO LTD-UNSPONSORED ADR | BYDDY | 05606L100 | 185,582 | $11,353,900.00 | 1.38% | |
| AEROVIRONMENT INC | AVAV | 008073108 | 206,183 | $34,100,600.00 | 4.15% | |
| CAMECO CORP | CCJ | 13321L108 | 226,085 | $10,501,600.00 | 1.28% | |
| MAGNA INTERNATIONAL INC | MGA | 559222401 | 238,099 | $10,785,900.00 | 1.31% | |
| TESLA INC | TSLA | 88160R101 | 482,043 | $120,140,000.00 | 14.61% | |
| OKLO INC | OKLO | 02156V109 | 492,636 | $4,172,630.00 | 0.51% |
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