| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2018 | 23 | 666,247 | META, BABA, FDC, CHTR | 13F-HR | 11/14/2018 | 000117266118002054 |
| Q2 2018 | 24 | 1,332,027 | META, FDC, 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, S, LNKD | 13F-HR | 5/15/2014 | 000117266114001027 |
| Q4 2013 | 86 | 3,172,233 | PANW, BIDU, AMZN, CCI | 13F-HR | 2/14/2014 | 000117266114000528 |