| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 32 | 59,909 | AMPH, ACMR, SSYS, KRUS | 13F-HR | 8/15/2022 | 000082028922000005 |
| Q1 2022 | 89 | 187,413 | SSYS, ACMR, EGIO, AMPH | 13F-HR | 5/12/2022 | 000082028922000004 |
| Q4 2021 | 90 | 255,797 | TITN, SSYS, INVE, HOV | 13F-HR | 2/11/2022 | 000082028922000001 |
| Q3 2021 | 85 | 237,740 | ACMR, SAH, CYRX, PLXP | 13F-HR | 11/12/2021 | 000082028921000005 |
| Q2 2021 | 87 | 265,027 | GRWG, AWH, MGNI, HOV | 13F-HR | 8/11/2021 | 000082028921000004 |
| Q1 2021 | 92 | 257,121 | Voyager Digital Ltd., GRWG, KIRK, AWH | 13F-HR | 5/14/2021 | 000082028921000003 |
| Q4 2020 | 96 | 1,355,462 | AMZN, TNDM, GRWG, GNRC | 13F-HR | 2/12/2021 | 000082028921000002 |
| Q3 2020 | 106 | 1,153,615 | AMZN, TNDM, META, ADBE | 13F-HR | 11/13/2020 | 000082028920000005 |
| Q2 2020 | 102 | 1,071,638 | AMZN, TNDM, MSFT, AAPL | 13F-HR | 8/14/2020 | 000082028920000004 |
| Q1 2020 | 103 | 1,002,996 | TNDM, AMZN, NVDA, GPN | 13F-HR | 5/15/2020 | 000082028920000003 |
| Q4 2019 | 107 | 1,436,669 | GPN, AMD, TNDM, DIS | 13F-HR | 2/14/2020 | 000082028920000002 |
| Q3 2019 | 108 | 1,293,890 | GPN, AMD, BAH, TNDM | 13F-HR | 11/14/2019 | 000082028919000005 |
| Q2 2019 | 116 | 1,371,119 | MSFT, GPN, TNDM, AMZN | 13F-HR | 8/14/2019 | 000082028919000004 |
| Q1 2019 | 117 | 1,363,906 | MSFT, AMZN, TNDM, CRM | 13F-HR | 5/15/2019 | 000082028919000003 |
| Q4 2018 | 115 | 1,169,853 | MSFT, CIEN, AMZN, CRM | 13F-HR | 2/14/2019 | 000082028919000002 |
| Q3 2018 | 116 | 1,433,973 | AMZN, MSFT, AMD, TTD | 13F-HR | 11/14/2018 | 000082028918000005 |
| Q2 2018 | 105 | 1,266,142 | AMZN, EA, MSFT, ZTS | 13F-HR | 8/14/2018 | 000082028918000004 |
| Q1 2018 | 101 | 1,224,766 | AMZN, NFLX, ZTS, NOW | 13F-HR | 5/15/2018 | 000082028918000003 |
| Q4 2017 | 100 | 1,207,861 | AMZN, AVGO, GOOGL, ILMN | 13F-HR | 2/14/2018 | 000082028918000001 |
| Q3 2017 | 97 | 1,141,104 | AVGO, DLTR, ALB, GOOGL | 13F-HR | 11/14/2017 | 000082028917000005 |
| Q2 2017 | 102 | 1,099,469 | AVGO, GOOGL, EXPE, TMO | 13F-HR | 8/14/2017 | 000082028917000004 |
| Q1 2017 | 106 | 1,062,222 | AMD, META, MU, AVGO | 13F-HR | 5/15/2017 | 000082028917000003 |
| Q4 2016 | 141 | 1,018,695 | GOOGL, CHTR, AMD, META | 13F-HR | 2/14/2017 | 000082028917000002 |
| Q3 2016 | 142 | 1,032,188 | EA, KAR, AVGO, FLT | 13F-HR | 11/14/2016 | 000082028916000010 |
| Q2 2016 | 138 | 978,338 | AMZN, EA, KAR, NWL | 13F-HR | 8/12/2016 | 000082028916000009 |
| Q1 2016 | 145 | 999,415 | AVGO, AMZN, GOOGL, KAR | 13F-HR | 5/13/2016 | 000082028916000008 |
| Q4 2015 | 151 | 1,075,446 | META, AVGO, KAR, GOOGL | 13F-HR | 2/12/2016 | 000082028916000006 |
| Q3 2015 | 152 | 1,075,256 | BKNG, META, AVGO, AMZN | 13F-HR | 11/13/2015 | 000082028915000005 |
| Q2 2015 | 150 | 1,196,553 | AAPL, INFN, META, AVGO | 13F-HR | 8/14/2015 | 000082028915000004 |
| Q1 2015 | 146 | 1,236,738 | AAPL, QRVO, AVGO, CTSH | 13F-HR | 5/15/2015 | 000082028915000003 |
| Q4 2014 | 140 | 1,240,436 | AAPL, GLW, BABA, WAB | 13F-HR | 2/13/2015 | 000082028915000001 |
| Q3 2014 | 139 | 1,173,015 | AAPL, WAB, META, RHT | 13F-HR | 11/14/2014 | 000082028914000006 |
| Q2 2014 | 143 | 1,227,097 | WAB, RHT, URI, CELG | 13F-HR | 8/14/2014 | 000082028914000005 |
| Q1 2014 | 147 | 1,277,051 | WAB, DKS, FLS, XLNX | 13F-HR | 5/15/2014 | 000082028914000004 |
| Q4 2013 | 137 | 1,330,413 | AAPL, V, XL, RHT | 13F-HR | 2/14/2014 | 000082028914000002 |