| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 104 | 212,852 | NVDA, AMAT, MSFT, LRCX | 13F-HR | 4/12/2024 | 000108514624001744 |
| Q4 2023 | 104 | 195,488 | NVDA, MSFT, APH, LRCX | 13F-HR | 2/12/2024 | 000108514624001033 |
| Q3 2023 | 105 | 179,779 | NVDA, MSFT, APH, AMAT | 13F-HR | 11/6/2023 | 000108514623004104 |
| Q2 2023 | 105 | 188,831 | MSFT, NVDA, APH, AMAT | 13F-HR | 7/24/2023 | 000108514623002833 |
| Q1 2023 | 104 | 177,076 | APH, MSFT, NVDA, MA | 13F-HR | 4/10/2023 | 000108514623001561 |
| Q4 2022 | 104 | 158,905 | APH, MA, TMO, ROP | 13F-HR | 2/2/2023 | 000108514623000564 |
| Q3 2022 | 103 | 156,729 | APH, MSFT, TMO, PYPL | 13F-HR | 10/24/2022 | 000108514622003553 |
| Q2 2022 | 100 | 171,492 | MSFT, TMO, KLAC, APH | 13F-HR | 9/6/2022 | 000108514622003190 |
| Q1 2022 | 98 | 208,126 | AAPL, BMY, MSFT, ICE | 13F-HR | 4/13/2022 | 000108514622001388 |
| Q4 2021 | 95 | 228,900 | NVDA, MSFT, AMAT, TSM | 13F-HR | 1/19/2022 | 000108514622000201 |
| Q3 2021 | 95 | 215,245 | TSM, MSFT, NVDA, CSCO | 13F-HR | 12/7/2021 | 000108514621003424 |
| Q2 2021 | 92 | 225,744 | META, CSCO, AMAT, MSFT | 13F-HR | 8/3/2021 | 000108514621002196 |
| Q1 2021 | 93 | 202,273 | EDU, CSCO, AMAT, KLAC | 13F-HR | 4/21/2021 | 000108514621001262 |
| Q4 2020 | 95 | 186,980 | EDU, PYPL, MSFT, CSCO | 13F-HR | 1/25/2021 | 000108514621000241 |
| Q3 2020 | 80 | 164,485 | NVDA, EDU, ADBE, MSFT | 13F-HR | 10/27/2020 | 000108514620002661 |
| Q2 2020 | 81 | 154,727 | EDU, MSFT, NVDA, ADBE | 13F-HR | 7/28/2020 | 000108514620001902 |
| Q1 2020 | 79 | 126,266 | EDU, NVDA, CSCO, AMZN | 13F-HR | 4/30/2020 | 000140976520000005 |
| Q4 2019 | 76 | 141,839 | EDU, NVDA, LRCX, ADBE | 13F-HR | 2/4/2020 | 000140976520000003 |
| Q3 2019 | 64 | 126,641 | EDU, DHR, CSCO, NKE | 13F-HR | 10/28/2019 | 000140976519000014 |
| Q2 2019 | 64 | 134,672 | EDU, AMAT, KLAC, NVDA | 13F-HR | 7/26/2019 | 000140976519000012 |
| Q1 2019 | 62 | 133,328 | EDU, BIDU, CSCO, NVDA | 13F-HR | 4/24/2019 | 000140976519000010 |
| Q4 2018 | 61 | 117,093 | EDU, BIDU, NKE, DHR | 13F-HR | 1/28/2019 | 000140976519000003 |
| Q3 2018 | 60 | 155,834 | BIDU, EDU, CSCO, NVDA | 13F-HR | 10/17/2018 | 000140976518000010 |
| Q2 2018 | 62 | 178,164 | EDU, BIDU, NKE, CSCO | 13F-HR | 8/16/2018 | 000140976518000007 |
| Q1 2018 | 61 | 163,712 | EDU, CSCO, CTSH, NKE | 13F-HR | 4/17/2018 | 000140976518000005 |
| Q4 2017 | 59 | 163,381 | EDU, WT, BA, CSCO | 13F-HR | 1/29/2018 | 000140976518000002 |
| Q3 2017 | 60 | 159,249 | EDU, CTSH, SLB, CSCO | 13F-HR | 10/13/2017 | 000140976517000009 |
| Q2 2017 | 62 | 153,847 | EDU, QCOM, PYPL, NVDA | 13F-HR | 7/10/2017 | 000140976517000007 |
| Q1 2017 | 62 | 149,813 | EDU, QCOM, AMAT, BA | 13F-HR | 4/24/2017 | 000140976517000004 |
| Q4 2016 | 64 | 147,514 | SLB, EDU, BA, ICE | 13F-HR | 2/14/2017 | 000140976517000001 |
| Q3 2016 | 68 | 160,909 | QCOM, SLB, TSM, NVDA | 13F-HR | 10/18/2016 | 000140976516000017 |
| Q2 2016 | 68 | 159,619 | NVDA, SLB, AMAT, CSCO | 13F-HR | 7/25/2016 | 000140976516000016 |
| Q1 2016 | 70 | 161,908 | SLB, CSCO, AMAT, PAY | 13F-HR | 4/12/2016 | 000140976516000015 |
| Q4 2015 | 69 | 172,287 | CSCO, ROP, ICE, INTC | 13F-HR | 2/10/2016 | 000140966116000013 |
| Q3 2015 | 65 | 157,019 | INTC, ROP, CTSH, CSCO | 13F-HR | 10/23/2015 | 000140976515000009 |
| Q2 2015 | 69 | 217,573 | GILD, PTC, COF, SLB | RESTATEMENT | 7/15/2015 | 000140976515000007 |
| Q1 2015 | 69 | 222,158 | GCI, LLL, QCOM, SLB | 13F-HR | 5/6/2015 | 000140976515000003 |
| Q4 2014 | 69 | 172,512 | NTES, ORCL, HRB, CSCO | RESTATEMENT | 1/28/2015 | 000140966115000003 |
| Q3 2014 | 71 | 177,415 | NTES, EBAY, LLL, CSCO | 13F-HR | 10/23/2014 | 000140976514000005 |
| Q2 2014 | 65 | 134,948 | NTES, NFX, CNQ.TO, HAL | 13F-HR | 7/24/2014 | 000140976514000004 |
| Q1 2014 | 68 | 100,069 | NTES, SOHU, CNQ.TO, UNTCQ | 13F-HR | 4/24/2014 | 000140976514000003 |
| Q4 2013 | 71 | 101,333 | NTES, SOHU, CNQ.TO, UNTCQ | 13F-HR | 1/29/2014 | 000140976514000001 |