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Changes:ASTS +4.2%LPTH +2.7%KTOS +2.0%RKLB +1.7%RTX +0.2%

$IRONDOME Rebalancing and prioritizing ASTS and RKLB this week, watching plans for continued growth accelerating

Changes:SHLD +11.0%NOW +8.0%CAT +3.0%CRWD +2.7%KTOS +1.7%

Added SHLD and NOW and removed assets including MOG.A and PKE to make room

Changes:CRWD +5.0%MOG.A +3.0%PKE +3.0%RTX +2.7%KTOS +2.1%

Removed NOW, RDW and ECHO after poor performance to make room for reinvestment in original thesis and overall book.

Changes:BIL +4.3%MOG.A +0.4%PKE +0.4%LMT +0.4%CAT +0.4%

Rebalancing with even allocation during sell off today and will monitor through the week.

Changes:NOW +8.0%CRWD +7.0%SKYT -1.6%LPTH -1.2%MOG.A -1.1%

Adding service now and crowdstrike to the portfolio and reducing positions equally to make room for them without removing any assets at this time

Changes:RKLB +1.0%SKYT +1.0%RDW +1.0%LPTH +1.0%ECHO +0.9%

Broad rebalance to take some earnings and reallocate based on continued negotiations, trends and expectations this week.

Changes:BIL +3.9%LASR +1.2%MOG.A +1.0%RTX +1.0%NOC +0.9%

Overall Rebalance to the portfolio with even allocation across the board including BIL to watch geopolitical events through holiday with an eye on activity in Cuba

Changes:ECHO +3.4%LRCX +1.0%ASTS +0.8%RKLB +0.5%LMT 0.0%

Increasing our position of ASTS and SATS, reducing KTOS and pulling some earnings from Redwire

Changes:PKE +3.3%LRCX +2.5%RDW +2.3%SKYT +1.8%CAT +1.5%

Removed KRMN and CCJ and reallocated positions to align with day one thesis selling some LMT and NOC positions to make room for Increasing position in some underperformers over the last 20 days.

Changes:KTOS +3.9%CAT +2.0%ASTS +1.0%RKLB +0.8%RDW +0.5%

Rebalancing to accumulate and reallocate more evenly after watching a few cycles of responses to negotiations and to see how we move over the two days.