#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Nuvation Bio Inc.	NUVB	841,605	$7,541	13.76%
2	Nvidia	NVDA	24,810	$4,627	8.44%
3	NexGen Energy	NXE	442,625	$4,072	7.43%
4	Corcept Therapeutics	CORT	111,084	$3,866	7.05%
5	Apple Computing	AAPL	12,937	$3,517	6.42%
6	United States Antimony	UAMY	615,975	$3,092	5.64%
7	Catalyst Pharmaceuticals	CPRX	114,418	$2,671	4.87%
8	Symbotic	SYM	43,354	$2,580	4.71%
9	Aura Minerals, Inc.	AUGO	44,835	$2,261	4.12%
10	AFLAC Inc.	AFL	20,369	$2,242	4.09%
11	Onto Innovation	ONTO	12,833	$2,026	3.70%
12	Electrovaya	ELVA	253,930	$2,006	3.66%
13	Applied Materials	038222105	6,988	$1,817	3.31%
14	The Carlyle Group	CGABL	28,791	$1,702	3.10%
15	Stifel Financial Corp.	860630102	12,728	$1,594	2.91%
16	Cameco	CCJ	16,390	$1,500	2.74%
17	QUALCOMM	QCOM	7,742	$1,324	2.42%
18	Amazon.com Inc.	AMZN	5,042	$1,164	2.12%
19	Philip Morris International	718172109	6,336	$1,016	1.85%
20	Uranium Energy Corp.	UEC	77,051	$900	1.64%