| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 1 | 0 | 13F-HR | 7/13/2022 | 000091957422004197 | |
| Q1 2022 | 28 | 552,326 | AYX, TWITTER INC, PYPL, GWRE | 13F-HR | 4/13/2022 | 000139754522000006 |
| Q4 2021 | 34 | 838,407 | META, WDAY, SBUX, KMX | 13F-HR | 2/14/2022 | 000139754522000002 |
| Q3 2021 | 32 | 952,157 | NFLX, CRM, V, GWRE | 13F-HR | 11/15/2021 | 000139754521000014 |
| Q2 2021 | 31 | 1,109,079 | PYPL, KMX, MSFT, BABA | 13F-HR | 8/13/2021 | 000139754521000010 |
| Q1 2021 | 34 | 1,111,799 | RH, BA, ADBE, PVH | 13F-HR | 5/17/2021 | 000139754521000006 |
| Q4 2020 | 40 | 1,169,611 | BABA, PYPL, KMX, FIVE | 13F-HR | 2/16/2021 | 000139754521000002 |
| Q3 2020 | 36 | 1,005,461 | FIVE, SBUX, RH, PYPL | 13F-HR | 11/16/2020 | 000139754520000017 |
| Q2 2020 | 38 | 1,023,122 | PYPL, ESTC, NFLX, CRM | 13F-HR | 8/7/2020 | 000139754520000012 |
| Q1 2020 | 42 | 892,192 | META, MSFT, NFLX, ESTC | 13F-HR | 5/14/2020 | 000139754520000007 |
| Q4 2019 | 36 | 1,047,680 | RH, BABA, ADBE, NFLX | 13F-HR | 2/14/2020 | 000139754520000002 |
| Q3 2019 | 34 | 989,393 | TYL, KMX, ADBE, TSLA | 13F-HR | 11/14/2019 | 000139754519000017 |
| Q2 2019 | 46 | 1,336,877 | RH, TSLA, KMX, ADBE | 13F-HR | 8/14/2019 | 000139754519000012 |
| Q1 2019 | 37 | 1,455,699 | KMX, PANW, TWOU, DKS | 13F-HR | 5/15/2019 | 000139754519000007 |
| Q4 2018 | 36 | 1,321,251 | RH, PANW, GOOG, STMP | 13F-HR | 2/14/2019 | 000139754519000002 |
| Q3 2018 | 36 | 1,735,011 | RH, AMZN, ATVI, BABA | 13F-HR | 11/14/2018 | 000139754518000017 |
| Q2 2018 | 38 | 1,869,066 | DKS, NKE, BFH, ATVI | 13F-HR | 8/14/2018 | 000139754518000012 |
| Q1 2018 | 36 | 1,749,043 | RH, DKS, STMP, Z | 13F-HR | 5/15/2018 | 000139754518000007 |
| Q4 2017 | 36 | 1,793,404 | LULU, BFH, STMP, TSLA | 13F-HR | 2/14/2018 | 000139754518000002 |
| Q3 2017 | 36 | 1,916,947 | RH, BIDU, LULU, ADBE | 13F-HR | 11/14/2017 | 000139754517000020 |
| Q2 2017 | 34 | 1,922,710 | LULU, NKE, PVH, DKS | 13F-HR | 8/14/2017 | 000139754517000014 |
| Q1 2017 | 34 | 1,823,527 | PVH, TSLA, CMG, ADBE | 13F-HR | 5/15/2017 | 000139754517000008 |
| Q4 2016 | 34 | 1,842,676 | KMX, TSLA, LULU, ATHENAHEALTH INC | 13F-HR | 2/14/2017 | 000139754517000002 |
| Q3 2016 | 33 | 2,128,357 | AMZN, META, BFH, BKNG | 13F-HR | 11/14/2016 | 000139754516000046 |
| Q2 2016 | 34 | 1,964,648 | ATHENAHEALTH INC, SBUX, AMZN, LULU | 13F-HR | 8/12/2016 | 000139754516000040 |
| Q1 2016 | 35 | 2,117,144 | LULU, WDAY, ADBE, CRM | 13F-HR | 5/13/2016 | 000139754516000034 |
| Q4 2015 | 29 | 2,147,070 | TSLA, GOOG, ADBE, NKE | 13F-HR | 2/16/2016 | 000139754516000028 |
| Q3 2015 | 33 | 2,359,508 | TSLA, CMG, ADBE, NKE | 13F-HR | 11/12/2015 | 000139754515000020 |
| Q2 2015 | 32 | 2,488,959 | TSLA, SBUX, NKE, JPM | 13F-HR | 8/14/2015 | 000139754515000014 |
| Q1 2015 | 31 | 2,589,350 | CBI, TIF, NKE, BFH | 13F-HR | 5/14/2015 | 000139754515000008 |
| Q4 2014 | 32 | 2,644,190 | PVH, TSLA, TIF, SCHW | 13F-HR | 2/17/2015 | 000139754515000002 |
| Q3 2014 | 34 | 2,553,666 | NKE, MU, INTU, PVH | 13F-HR | 11/14/2014 | 000139754514000014 |
| Q2 2014 | 38 | 2,530,502 | TSLA, MU, BFH, BIDU | 13F-HR | 8/12/2014 | 000139754514000008 |
| Q1 2014 | 34 | 2,441,453 | TSLA, PVH, CTSH, TGT | 13F-HR | 5/14/2014 | 000139754514000007 |
| Q4 2013 | 37 | 2,482,670 | TSLA, BFH, CTSH, JPM | 13F-HR | 2/14/2014 | 000091957414001033 |