Here is the rough allocation of the portfolio quoted. The small positions are averaged for ease, not exact. "AMZN" : 30.0 "SIVE" : 28.7 "LPKF" : 10.0 "ACCON" : 8.0 "SILC" : 7.7 "GAPW-B" : 2.2 "SEYE" : 2.2 "AMBA" : 2.2 "OUST" : 2.2 "ELMT" : 2.2 "TRT" : 2.2 "HLIT" : 2.2 $AMZN $SIVE $LPK $ACCON $SILC $GAPW-B $SEYE $OUST $AMBA $ELMT $TRT $HLIT

Here is the rough allocation of the portfolio quoted. The small positions are averaged for ease, not exact. "AMZN" : 30.0 "SIVE" : 28.7 "LPKF" : 10.0 "ACCON" : 8.0 "SILC" : 7.7 "GAPW-B" : 2.2 "SEYE" : 2.2 "AMBA" : 2.2 "OUST" : 2.2 "ELMT" : 2.2 "TRT" : 2.2 "HLIT" : 2.2 $AMZN $SIVE $LPK $ACCON $SILC $GAPW-B $SEYE $OUST $AMBA $ELMT $TRT $HLIT

I've entered a position in Freemelt $FREEM This is a 27M Swedish nano-cap company which makes 3d printers for tungsten and other critical materials. It has until now just sold its machines to universities and laboratories, but on Friday June 12 it signed a deal with an American company to commercialize its technology. This follows only 3 weeks after the MOU between the USA and Sweden and matches its content completely. I will explain more as we go. Thesis below.

My junior brother who I sent to learn sewing just did his free today and this is what he got for me to use celebrate my NYSC swearìñg in today, CONGRATULATIONS 🎊🍾 to my brother.