|
Q2 2026
|
64 |
254,487 |
EA, BLD, JHG, PEN
|
13F-HR
|
8/14/2026 |
000117266126003520 |
|
Q1 2026
|
55 |
206,421 |
EA, NSC, JHG, TERN
|
13F-HR
|
5/15/2026 |
000117266126002063 |
|
Q4 2025
|
62 |
311,952 |
CYBR, EA, RNAM, NSC
|
13F-HR
|
2/17/2026 |
000117266126000884 |
|
Q3 2025
|
63 |
231,342 |
CYBR, SPR, VRNA, NSC
|
13F-HR
|
11/14/2025 |
000117266125004890 |
|
Q2 2025
|
58 |
235,017 |
SWTX, SKX, SPR, HES
|
13F-HR
|
8/14/2025 |
000117266125003312 |
|
Q1 2025
|
55 |
226,445 |
BECN, ITCI, SPR, HES
|
13F-HR
|
5/15/2025 |
000117266125001992 |
|
Q4 2024
|
54 |
207,149 |
AZPN, JNPR, HCP, SMAR
|
13F-HR
|
2/14/2025 |
000117266125000904 |
|
Q3 2024
|
50 |
196,717 |
SQSP, HCP, JNPR, SPR
|
13F-HR
|
11/14/2024 |
000117266124004750 |
|
Q2 2024
|
44 |
131,001 |
HES, SPR, X, HUBS
|
13F-HR
|
8/14/2024 |
000117266124003401 |
|
Q1 2024
|
46 |
148,267 |
PXD, X, X puts, HES
|
13F-HR
|
5/15/2024 |
000117266124002363 |
|
Q4 2023
|
47 |
108,104 |
SPLK, PXD, X, OLK
|
13F-HR
|
2/14/2024 |
000117266124000976 |
|
Q3 2023
|
49 |
192,256 |
ATVI, HZNP, VMW, SGEN
|
13F-HR
|
11/14/2023 |
000117266123003871 |
|
Q2 2023
|
45 |
115,915 |
LSI, NATI, HZNP, ISEE
|
13F-HR
|
7/20/2023 |
000117266123002563 |
|
Q1 2023
|
52 |
132,401 |
SJR, HZNP, NATI, LSI
|
13F-HR
|
5/15/2023 |
000117266123002105 |
|
Q4 2022
|
42 |
96,656 |
HZNP, ATCO, AIMC, MAXR
|
13F-HR
|
2/14/2023 |
000117266123000872 |
|
Q3 2022
|
68 |
123,866 |
ZEN, GBT, BHVN, AVLR
|
13F-HR
|
11/14/2022 |
000117266122002462 |
|
Q2 2022
|
56 |
86,650 |
ZEN, SJR, BHVN, COHR
|
13F-HR
|
8/15/2022 |
000117266122001912 |
|
Q1 2022
|
53 |
114,276 |
SPY puts, CERN, SJR, MNTV
|
13F-HR
|
5/16/2022 |
000117266122001324 |
|
Q4 2021
|
48 |
171,100 |
INFO, AMD puts, XLNX, CERN
|
13F-HR
|
2/14/2022 |
000117266122000796 |
|
Q3 2021
|
56 |
146,755 |
KSU, XLNX, AMD puts, NUAN
|
13F-HR
|
11/4/2021 |
000117266121002109 |
|
Q2 2021
|
49 |
154,182 |
MXIM, ALXN, WORK, KSU
|
13F-HR
|
7/23/2021 |
000117266121001545 |
|
Q1 2021
|
67 |
167,072 |
VAR, RP, IPHI, GWPH
|
13F-HR
|
5/4/2021 |
000117266121001054 |
|
Q4 2020
|
41 |
122,793 |
TIF, ACIA, WORK, VAR
|
13F-HR
|
2/3/2021 |
000117266121000226 |
|
Q3 2020
|
37 |
90,988 |
IMMU, TIF, IMMU puts, VAR
|
13F-HR
|
10/23/2020 |
000117266120002028 |
|
Q2 2020
|
32 |
28,006 |
TIF, LOGM, ACIA, QGEN
|
13F-HR
|
8/14/2020 |
000117266120001749 |
|
Q1 2020
|
44 |
61,780 |
AGN, CY, QGEN, FTSV
|
13F-HR
|
4/28/2020 |
000117266120001106 |
|
Q4 2019
|
44 |
50,357 |
AGN, WCG, SPY, TIF
|
13F-HR
|
2/7/2020 |
000117266120000367 |
|
Q3 2019
|
48 |
71,779 |
CELG, CELG puts, AGN, VSM
|
13F-HR
|
10/30/2019 |
000117266119002078 |
|
Q2 2019
|
54 |
72,821 |
RHT, CELG, APC, WP
|
13F-HR
|
7/24/2019 |
000117266119001573 |
|
Q1 2019
|
49 |
68,310 |
RHT, CELG, SPY, DIS
|
13F-HR
|
4/24/2019 |
000117266119001083 |
|
Q4 2018
|
27 |
62,074 |
SHPG, FOXA, RHT, SPY
|
13F-HR
|
2/11/2019 |
000117266119000369 |
|
Q3 2018
|
98 |
169,465 |
AET, COL, ANDV, CA
|
13F-HR
|
11/6/2018 |
000117266118001952 |
|
Q2 2018
|
91 |
157,322 |
COL, AET, NXPI, FOXA
|
13F-HR
|
7/24/2018 |
000117266118001411 |
|
Q1 2018
|
107 |
201,479 |
SPY calls, AET, MULE, NXPI puts
|
13F-HR
|
5/2/2018 |
000117266118000989 |
|
Q4 2017
|
72 |
151,332 |
NXPI, AET, SNI, STRP
|
13F-HR
|
2/12/2018 |
000114420418007311 |
|
Q3 2017
|
70 |
158,997 |
TWX, NXPI, BCR, ALR
|
13F-HR
|
11/2/2017 |
000114420417055784 |
|
Q2 2017
|
70 |
149,617 |
RAI, NXPI, TWX, PNRA
|
13F-HR
|
8/11/2017 |
000114420417042346 |
|
Q1 2017
|
66 |
128,242 |
RAI, NXPI, WWAV, MON
|
13F-HR
|
5/11/2017 |
000114420417026324 |
|
Q4 2016
|
67 |
172,272 |
STJ, RAI, WWAV, NXPI
|
13F-HR
|
2/13/2017 |
000114420417007816 |
|
Q3 2016
|
68 |
126,440 |
MDVN, LNKD, MEG, FLTX
|
13F-HR
|
11/14/2016 |
000114420416133759 |
|
Q2 2016
|
77 |
132,431 |
HOT, MDVN, LNKD, MEG
|
13F-HR
|
8/12/2016 |
000114420416118585 |
|
Q1 2016
|
66 |
106,383 |
TWC, HOT, SNDK, CAM
|
13F-HR
|
5/11/2016 |
000114420416100684 |
|
Q4 2015
|
67 |
99,195 |
PCP, HNT, CB, TWC
|
13F-HR
|
2/11/2016 |
000114420416080891 |
|
Q3 2015
|
84 |
110,669 |
KYTH, PRGO, SPY, PCP
|
13F-HR
|
11/12/2015 |
000114420415064436 |
|
Q2 2015
|
79 |
140,667 |
Aetna calls, FDO, DTV, PRGO
|
13F-HR
|
8/12/2015 |
000114420415048478 |
|
Q1 2015
|
71 |
92,984 |
SLXP, FDO, PCYC, DTV
|
13F-HR
|
12/2/2015 |
000114420415068959 |
|
Q4 2014
|
57 |
70,921 |
COV, AGN, ROC, AUXL
|
13F-HR
|
2/13/2015 |
000114420415008835 |
|
Q3 2014
|
75 |
106,670 |
SHPG, TWC, AGN, COV
|
13F-HR
|
11/12/2014 |
000114420414067122 |
|
Q2 2014
|
76 |
99,482 |
HSH, FRX, TWC, AGN
|
13F-HR
|
8/12/2014 |
000114420414048851 |
|
Q1 2014
|
56 |
58,352 |
TWC, JOSB, BEAM, LAMR
|
13F-HR
|
5/12/2014 |
000114420414029447 |
|
Q4 2013
|
67 |
67,677 |
LIFE, HTSI, MW, LNCOQ
|
13F-HR
|
2/12/2014 |
000114420414007931 |