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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Berkshire Hathaway	BRK-A	723,821.00	727180.06	124	-0.46%	-3359.06
NVR, Inc. Common Stock	NVR	5,563.62	5680.61	34,185	-2.06%	-116.99
KLA-Tencor Corp	KLAC	1,804.32	1892.94	980,380	-4.68%	-88.62
ASML Holding N.V. - New York Registry Shares	ASML	1,501.81	1584.51	1,807,381	-5.22%	-82.70
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,550.02	1613.97	685,356	-3.96%	-63.95
MercadoLibre, Inc. - Common Stock	MELI	1,546.81	1607.37	619,898	-3.77%	-60.56
AutoZone	AZO	3,321.15	3379.52	273,553	-1.73%	-58.37
Seaboard Corporation Common Stock	SEB	4,655.41	4710.03	4,080	-1.16%	-54.62
Micron Technology	MU	724.66	776.01	48,523,048	-6.62%	-51.35
Watsco Inc Cl B	WSO-B	403.83	453.37	100	-10.93%	-49.54
Comfort Systems USA, Inc. Common Stock	FIX	1,992.74	2041.56	570,747	-2.39%	-48.82
Nova Ltd. - Ordinary Shares	NVMI	509.15	556.11	412,640	-8.44%	-46.96
SiTime Corporation - Common Stock	SITM	774.06	820.21	551,764	-5.63%	-46.15
RBC Bearings Incorporated Common Stock	RBC	569.06	611.93	525,599	-7.01%	-42.87
GE Vernova Inc. Common Stock	GEV	1,049.23	1090.53	2,445,837	-3.79%	-41.30
Sterling Infrastructure, Inc. - Common Stock	STRL	848.84	889.03	472,962	-4.52%	-40.19
Curtiss-Wright Corporation Common Stock	CW	712.72	750.84	367,847	-5.08%	-38.12
Ciena Corporation Common Stock	CIEN	554.46	591.57	2,423,359	-6.27%	-37.11
Ubiquiti Inc. Common Stock	UI	623.25	660.01	148,115	-5.57%	-36.76
Caterpillar	CAT	888.31	920.22	2,907,879	-3.47%	-31.91
Cerebras Systems Inc. - Class A Common Stock	CBRS	279.72	311.07	17,119,504	-10.08%	-31.35
Lumentum Holdings Inc. - Common Stock	LITE	970.70	1001.81	10,141,823	-3.11%	-31.11
Transdigm Group Incorporated Common Stock	TDG	1,148.97	1178.82	298,385	-2.53%	-29.85
Elbit Systems Ltd. - Ordinary Shares	ESLT	750.01	779.43	116,548	-3.77%	-29.42
Bloom Energy Corporation Class A Common Stock	BE	275.95	303.41	10,109,951	-9.05%	-27.46
Advanced Micro Devices, Inc. - Common Stock	AMD	424.10	449.70	29,133,010	-5.69%	-25.60
Caseys General Stores, Inc. - Common Stock	CASY	852.75	877.48	793,810	-2.82%	-24.73
Fabrinet Ordinary Shares	FN	722.04	746.47	917,693	-3.27%	-24.43
Celestica	CLS	358.55	381.59	1,904,114	-6.04%	-23.04
argenx SE - American Depositary Shares	ARGX	799.32	822.13	326,419	-2.77%	-22.81

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