|
Q2 2026
|
634 |
7,021,695 |
EA, AES, WBS, NSC
|
13F-HR
|
8/14/2026 |
000116745626000004 |
|
Q1 2026
|
556 |
6,088,663 |
EA, PEN, QRVO, GTLS
|
13F-HR
|
5/15/2026 |
000116745626000003 |
|
Q4 2025
|
497 |
4,752,313 |
QRVO, TECK, NSC, CYBR
|
13F-HR
|
2/17/2026 |
000116745626000001 |
|
Q3 2025
|
448 |
3,931,952 |
IPG, ALE, SAND, GTLS
|
13F-HR
|
11/14/2025 |
000116745625000002 |
|
Q2 2025
|
390 |
4,359,212 |
HES, STRIDE INC, INTERDIGITAL INC, ALE
|
13F-HR
|
8/14/2025 |
000108514625005296 |
|
Q1 2025
|
403 |
4,232,705 |
STRIDE INC, INTERDIGITAL INC, HES, FORD MTR CO
|
13F-HR
|
5/15/2025 |
000108514625003312 |
|
Q4 2024
|
462 |
4,569,575 |
MSTR puts, EDR, INTERDIGITAL INC, DROPBOX INC
|
13F-HR
|
2/14/2025 |
000108514625001703 |
|
Q3 2024
|
534 |
4,603,085 |
EDR, SWN, AAL puts, STRIDE INC
|
13F-HR
|
11/14/2024 |
000108514624005942 |
|
Q2 2024
|
567 |
3,859,565 |
ROYAL CARIBBEAN GROUP, ETRN, SWN, MAKEMYTRIP LIMITED MAURITIUS
|
13F-HR
|
8/14/2024 |
000108514624003986 |
|
Q1 2024
|
602 |
2,855,878 |
SWN, ROYAL CARIBBEAN GROUP, ETRN, AXNX
|
13F-HR
|
5/15/2024 |
000108514624002595 |
|
Q4 2023
|
691 |
2,475,869 |
WAYFAIR INC, KRTX, SPLUNK INC, IMGN
|
13F-HR
|
2/14/2024 |
000108514624001458 |
|
Q3 2023
|
785 |
2,225,694 |
WAYFAIR INC, HZNP, SCRM, ARRAY TECHNOLOGIES INC
|
13F-HR
|
11/14/2023 |
000108514623004502 |
|
Q2 2023
|
908 |
2,316,640 |
HZNP, ARRAY TECHNOLOGIES INC, CVII, SCRM
|
13F-HR
|
8/14/2023 |
000108514623003410 |
|
Q1 2023
|
1,049 |
3,266,128 |
HZNP, SCRM, ATVI, VMW
|
13F-HR
|
5/15/2023 |
000108514623002422 |
|
Q4 2022
|
1,232 |
3,898,483 |
HZNP, VMW, SCRM, ATVI
|
13F-HR
|
2/14/2023 |
000108514623001349 |
|
Q3 2022
|
1,479 |
4,541,535 |
CHNG, SWCH, SCRM, Y
|
13F-HR
|
11/14/2022 |
000108514622004117 |
|
Q2 2022
|
1,506 |
4,436,088 |
SCRM, Y, SWCH, LHCG
|
13F-HR
|
8/15/2022 |
000108514622003138 |
|
Q1 2022
|
1,361 |
3,831,487 |
SCRMU, PBCT, CERN, ISBC
|
13F-HR
|
5/16/2022 |
000108514622002200 |
|
Q4 2021
|
1,219 |
3,912,513 |
AKAMAI TECHNOLOGIES INC, ISBC, AMERICAN AIRLINES GROUP INC, SAFM
|
13F-HR
|
2/14/2022 |
000108514622001093 |
|
Q3 2021
|
1,167 |
3,488,801 |
PALO ALTO NETWORKS INC, AKAMAI TECHNOLOGIES INC, ISBC, LUMENTUM HLDGS INC
|
13F-HR
|
11/15/2021 |
000108514621003356 |
|
Q2 2021
|
1,110 |
3,559,461 |
PALO ALTO NETWORKS INC, AKAMAI TECHNOLOGIES INC, AMERICAN AIRLS GROUP INC, EXACT SCIENCES CORP
|
13F-HR
|
8/16/2021 |
000108514621002601 |
|
Q1 2021
|
972 |
2,782,766 |
SOUTHWEST AIRLS CO, AMERICAN AIRLS GROUP INC, EXACT SCIENCES CORP, LUMENTUM HLDGS INC
|
13F-HR
|
5/17/2021 |
000108514621001796 |
|
Q4 2020
|
1,072 |
2,848,649 |
AKAMAI TECHNOLOGIES INC, LUMENTUM HLDGS INC, SOUTHWEST AIRLS CO, EXACT SCIENCES CORP
|
13F-HR
|
2/16/2021 |
000108514621000997 |
|
Q3 2020
|
565 |
2,755,797 |
VSLR, MXIM, ETFC, WMGI
|
13F-HR
|
11/16/2020 |
000108514620003064 |
|
Q2 2020
|
518 |
2,248,611 |
ETFC, WMGI, TESLA INC, ADSW
|
13F-HR
|
8/17/2020 |
000108514620002326 |
|
Q1 2020
|
563 |
2,989,936 |
TSG, ACIA, AGN, MLNX
|
13F-HR
|
5/15/2020 |
000108514620001617 |
|
Q4 2019
|
459 |
5,922,678 |
MICROCHIP TECHNOLOGY INC, ADVANCED MICRO DEVICES INC, WBC, AGN
|
13F-HR
|
2/14/2020 |
000108514620000903 |
|
Q3 2019
|
449 |
6,833,779 |
NOVELLUS SYS INC, MICROCHIP TECHNOLOGY INC, STI, MDSO
|
13F-HR
|
11/14/2019 |
000108514619003012 |
|
Q2 2019
|
495 |
8,794,249 |
NOVELLUS SYS INC, ADVANCED MICRO DEVICES INC, MICROCHIP TECHNOLOGY INC, STI
|
13F-HR
|
8/14/2019 |
000108514619002355 |
|
Q1 2019
|
528 |
7,959,182 |
NOVELLUS SYS INC, LLL, STI, MICROCHIP TECHNOLOGY INC
|
13F-HR
|
5/14/2019 |
000108514619001555 |
|
Q4 2018
|
574 |
7,281,033 |
NOVELLUS SYS INC, ADVANCED MICRO DEVICES INC, LLL, MICROCHIP TECHNOLOGY INC
|
13F-HR
|
2/14/2019 |
000108514619000780 |
|
Q3 2018
|
482 |
8,671,271 |
NOVELLUS SYS INC, ADVANCED MICRO DEVICES INC, COL, NXPI
|
13F-HR
|
11/14/2018 |
000108514618002774 |
|
Q2 2018
|
444 |
8,132,114 |
NOVELLUS SYS INC, AABA, MICROCHIP TECHNOLOGY INC, NXPI
|
13F-HR
|
8/14/2018 |
000108514618002139 |
|
Q1 2018
|
391 |
8,634,363 |
NOVELLUS SYS INC, VERISIGN INC, INTEL CORP, AABA
|
13F-HR
|
5/15/2018 |
000108514618001509 |
|
Q4 2017
|
368 |
8,459,017 |
NOVELLUS SYS INC, VERISIGN INC, TWX, INTEL CORP
|
13F-HR
|
2/14/2018 |
000108514618000858 |
|
Q3 2017
|
322 |
9,235,892 |
NOVELLUS SYS INC, VERISIGN INC, AABA, HUN
|
13F-HR
|
11/14/2017 |
000108514617002451 |
|
Q2 2017
|
338 |
9,144,661 |
NOVELLUS SYS INC, VERISIGN INC, NXPI, TWX
|
13F-HR
|
8/14/2017 |
000108514617001906 |
|
Q1 2017
|
335 |
8,865,290 |
NOVELLUS SYS INC, VERISIGN INC, VAL, WWAV
|
13F-HR
|
5/15/2017 |
000108514617001362 |
|
Q4 2016
|
344 |
9,636,264 |
NOVELLUS SYS INC, VERISIGN INC, MICROCHIP TECHNOLOGY INC, LLTC
|
13F-HR
|
2/14/2017 |
000108514617000787 |
|
Q3 2016
|
353 |
10,191,871 |
NVIDIA CORP, VERISIGN INC, NOVELLUS SYS INC, INTEL CORP
|
13F-HR
|
11/14/2016 |
000108514616004856 |
|
Q2 2016
|
387 |
9,245,789 |
NVIDIA CORP, VERISIGN INC, INTEL CORP, TYFDL
|
13F-HR
|
8/15/2016 |
000108514616004357 |
|
Q1 2016
|
419 |
8,614,768 |
VERISIGN INC, NVIDIA CORP, INTEL CORP, TYFDL
|
13F-HR
|
5/16/2016 |
000108514616003846 |
|
Q4 2015
|
465 |
8,940,058 |
VERISIGN INC, NVIDIA CORP, NOVELLUS SYS INC, AGNPRA
|
13F-HR
|
2/16/2016 |
000108514616003267 |
|
Q3 2015
|
459 |
8,257,405 |
VERISIGN INC, FCAM, NOVELLUS SYS INC, MICROCHIP TECHNOLOGY INC
|
13F-HR
|
11/16/2015 |
000108514615002428 |
|
Q2 2015
|
416 |
7,880,567 |
VERISIGN INC, NOVELLUS SYS INC, MICROCHIP TECHNOLOGY INC, DRC
|
13F-HR
|
8/14/2015 |
000108514615001827 |
|
Q1 2015
|
455 |
7,771,158 |
SUNEDISON INC, MICROCHIP TECHNOLOGY INC, NOVELLUS SYS INC, HCBK
|
13F-HR
|
5/15/2015 |
000108514615001281 |