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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
KLA-Tencor Corp	KLAC	1,808.97	1900.00	1,340,058	-4.79%	-91.03
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,504.08	1587.57	637,838	-5.26%	-83.49
Comfort Systems USA, Inc. Common Stock	FIX	1,719.21	1794.04	386,897	-4.17%	-74.83
Lumentum Holdings Inc. - Common Stock	LITE	791.37	859.68	5,547,896	-7.95%	-68.31
Sandisk Corporation - Common Stock	SNDK	1,002.35	1070.20	14,119,806	-6.34%	-67.85
Spotify Technology S.A. Ordinary Shares	SPOT	434.20	495.82	9,431,047	-12.43%	-61.62
Celestica	CLS	361.54	422.21	5,607,015	-14.37%	-60.67
ASML Holding N.V. - New York Registry Shares	ASML	1,384.56	1432.44	1,926,876	-3.34%	-47.88
MercadoLibre, Inc. - Common Stock	MELI	1,791.99	1839.28	329,141	-2.57%	-47.29
Fabrinet Ordinary Shares	FN	637.74	684.76	930,093	-6.87%	-47.02
Ubiquiti Inc. Common Stock	UI	964.26	1009.43	136,674	-4.47%	-45.17
NVR, Inc. Common Stock	NVR	6,442.36	6482.53	18,918	-0.62%	-40.17
Seaboard Corporation Common Stock	SEB	5,833.05	5870.53	10,371	-0.64%	-37.48
Ciena Corporation Common Stock	CIEN	473.69	506.34	3,103,069	-6.45%	-32.65
SiTime Corporation - Common Stock	SITM	515.67	547.98	314,191	-5.90%	-32.31
Nova Ltd. - Ordinary Shares	NVMI	498.95	530.30	326,407	-5.91%	-31.35
GE Vernova Inc. Common Stock	GEV	1,088.93	1120.23	4,206,020	-2.79%	-31.30
Argan, Inc. Common Stock	AGX	630.70	660.85	298,319	-4.56%	-30.15
High-Trend International Group - Class A Ordinary Shares	HTCO	8.090	38.22	3,521,027	-78.83%	-30.13
Rambus, Inc. - Common Stock	RMBS	111.27	141.31	9,262,927	-21.26%	-30.04
Applied Materials	AMAT	381.11	404.86	10,396,204	-5.87%	-23.75
Teradyne, Inc. - Common Stock	TER	380.13	402.00	4,596,531	-5.44%	-21.87
EMCOR Group, Inc. Common Stock	EME	863.78	885.42	402,339	-2.44%	-21.64
Micron Technology	MU	504.29	524.56	44,816,647	-3.86%	-20.27
Vicor Corporation - Common Stock	VICR	248.70	268.61	1,031,713	-7.41%	-19.91
Caseys General Stores, Inc. - Common Stock	CASY	784.61	804.50	339,747	-2.47%	-19.89
Watsco, Inc. Common Stock	WSO	438.47	456.86	1,022,933	-4.03%	-18.39
Broadcom Inc. - Common Stock	AVGO	399.83	418.20	25,519,670	-4.39%	-18.37
Cummins	CMI	642.45	660.78	624,673	-2.77%	-18.33
Coherent Corp. - Common Stock	COHR	303.97	321.53	6,393,481	-5.46%	-17.56

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