| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2017 | 23 | 92,262 | ETSY, MTN, PYPL, VNTV | 13F-HR | 2/14/2018 | 000117266118000687 |
| Q3 2017 | 27 | 828,137 | PYPL, CSX, MTN, ETSY | 13F-HR | 11/14/2017 | 000117266117002012 |
| Q2 2017 | 32 | 1,089,366 | PYPL, CSX, MTN, PTC | 13F-HR | 8/14/2017 | 000117266117001641 |
| Q1 2017 | 31 | 1,342,417 | PYPL, PTC, MTN, STZ | 13F-HR | 5/15/2017 | 000117266117001148 |
| Q4 2016 | 26 | 1,361,752 | USB, NSC, PTC, PYPL | 13F-HR | 2/14/2017 | 000117266117000578 |
| Q3 2016 | 23 | 1,531,404 | PYPL, STZ, ATVI, DLTR | 13F-HR | 11/14/2016 | 000117266116004197 |
| Q2 2016 | 23 | 1,582,632 | STZ, ATVI, DLTR, PYPL | 13F-HR | 8/15/2016 | 000117266116003752 |
| Q1 2016 | 24 | 1,542,479 | UHS, ATVI, GOOGL, STZ | 13F-HR | 5/16/2016 | 000117266116003393 |
| Q4 2015 | 25 | 1,521,059 | STZ, AGN, GOOGL, UHS | 13F-HR | 2/16/2016 | 000117266116002839 |
| Q3 2015 | 25 | 1,582,419 | PYPL, UHS, AGN, GOOGL | 13F-HR | 11/16/2015 | 000117266115001971 |
| Q2 2015 | 21 | 1,641,034 | AGN, DLTR, MHFI, INTU | 13F-HR | 8/14/2015 | 000117266115001522 |
| Q1 2015 | 20 | 1,580,965 | MHFI, ACT, DLTR, HUM | 13F-HR | 5/15/2015 | 000117266115001095 |
| Q4 2014 | 21 | 2,048,331 | STZ, HUM, ACT, TIF | 13F-HR | 2/17/2015 | 000117266115000477 |
| Q3 2014 | 22 | 2,338,873 | HUM, ACT, TIF, APD | 13F-HR | 11/14/2014 | 000117266114001756 |
| Q2 2014 | 21 | 2,167,638 | MON, HUM, ADBE, TMO | 13F-HR | 8/14/2014 | 000117266114001388 |
| Q1 2014 | 24 | 2,258,431 | HUM, STZ, MON, TMO | 13F-HR | 5/15/2014 | 000117266114001026 |
| Q4 2013 | 25 | 2,660,489 | ICE, AMZN, TMO, HUM | 13F-HR | 2/14/2014 | 000117266114000526 |