Q3 2018
|
23 |
666,247 |
META, BABA, FIRST DATA CORP NEW, CHTR
|
13F-HR
|
11/14/2018 |
000117266118002054 |
Q2 2018
|
24 |
1,332,027 |
META, FIRST DATA CORP NEW, NUAN, CHTR
|
13F-HR
|
8/14/2018 |
000117266118001576 |
Q1 2018
|
33 |
1,442,941 |
AVGO, META, PHG, CDNS
|
13F-HR
|
4/30/2018 |
000117266118000982 |
Q4 2017
|
35 |
1,662,794 |
MELI, AVGO, WDAY, META
|
13F-HR
|
2/14/2018 |
000117266118000562 |
Q3 2017
|
37 |
2,353,883 |
NOW, CRM, WDAY, PANW
|
13F-HR
|
11/14/2017 |
000117266117002014 |
Q2 2017
|
36 |
2,073,983 |
CRM, META, NOW, SPLK
|
13F-HR
|
8/14/2017 |
000117266117001636 |
Q1 2017
|
43 |
2,720,846 |
NOW, WDAY, CRM, SPLK
|
13F-HR
|
5/15/2017 |
000117266117001198 |
Q4 2016
|
33 |
2,453,371 |
CRM, NOW, SPLK, META
|
13F-HR
|
2/14/2017 |
000117266117000579 |
Q3 2016
|
45 |
2,504,462 |
SPLK, NOW, WDAY, PANW
|
13F-HR
|
11/14/2016 |
000117266116004198 |
Q2 2016
|
29 |
2,089,967 |
SPLK, AMZN, NOW, WDAY
|
13F-HR
|
8/15/2016 |
000117266116003778 |
Q1 2016
|
36 |
2,442,123 |
SPLK, WDAY, NOW, CRM
|
13F-HR
|
5/16/2016 |
000117266116003307 |
Q4 2015
|
38 |
3,189,817 |
WDAY, NOW, SPLK, META
|
13F-HR
|
2/16/2016 |
000117266116002680 |
Q3 2015
|
33 |
2,944,036 |
WDAY, NOW, CRM, META
|
13F-HR
|
11/16/2015 |
000117266115001973 |
Q2 2015
|
34 |
2,624,301 |
META, NOW, LNKD, WDAY
|
13F-HR
|
8/14/2015 |
000117266115001521 |
Q1 2015
|
35 |
2,515,385 |
META, WDAY, NOW, LNKD
|
13F-HR
|
5/15/2015 |
000117266115001097 |
Q4 2014
|
63 |
2,668,602 |
PANW, NOW, WDAY, META
|
RESTATEMENT
|
3/6/2015 |
000117266115000763 |
Q3 2014
|
55 |
3,416,846 |
PANW, NOW, VEEV, WDAY
|
13F-HR
|
11/14/2014 |
000117266114001757 |
Q2 2014
|
43 |
3,354,598 |
PANW, NOW, WDAY, VEEV
|
13F-HR
|
8/14/2014 |
000117266114001389 |
Q1 2014
|
69 |
2,998,892 |
PANW, BIDU, SPRINT CORP, LNKD
|
13F-HR
|
5/15/2014 |
000117266114001027 |
Q4 2013
|
86 |
3,172,233 |
PANW, BIDU, AMZN, CROWN CASTLE INTL CORP
|
13F-HR
|
2/14/2014 |
000117266114000528 |