|
Q3 2024
|
28 |
3,028,841 |
TRMB, ORCL, T, SQ
|
13F-HR
|
11/14/2024 |
000117266124005161 |
|
Q2 2024
|
29 |
2,960,944 |
ORCL, TRMB, T, AMZN
|
13F-HR
|
8/14/2024 |
000117266124003550 |
|
Q1 2024
|
27 |
2,561,702 |
ORCL, TRMB, MSFT, AMZN
|
13F-HR
|
5/15/2024 |
000117266124002486 |
|
Q4 2023
|
23 |
2,422,519 |
ORCL, TRMB, MSFT, NFLX
|
RESTATEMENT
|
2/16/2024 |
000117266124001610 |
|
Q4 2023
|
23 |
2,422,519 |
ORCL, TRMB, MSFT, NFLX
|
RESTATEMENT
|
2/16/2024 |
000117266124001611 |
|
Q3 2023
|
26 |
2,100,081 |
ORCL, TRMB, Z, MSFT
|
13F-HR
|
11/14/2023 |
000117266123003985 |
|
Q2 2023
|
23 |
2,220,054 |
MSFT, ADBE, U, META
|
13F-HR
|
8/14/2023 |
000117266123003135 |
|
Q1 2023
|
21 |
1,742,055 |
META, NFLX, DIS, ORCL
|
13F-HR
|
5/15/2023 |
000117266123002314 |
|
Q4 2022
|
26 |
1,622,776 |
NFLX, ORCL, WDAY, META
|
13F-HR
|
2/14/2023 |
000117266123001399 |
|
Q3 2022
|
25 |
1,245,917 |
NEWR, FIVN, FISV, MRVL
|
13F-HR
|
11/14/2022 |
000117266122002550 |
|
Q2 2022
|
22 |
1,276,303 |
NEWR, FIVN, CRM, SQ
|
13F-HR
|
8/15/2022 |
000117266122002000 |
|
Q1 2022
|
31 |
2,463,920 |
NWSA, NEWR, OUT, CARG
|
13F-HR
|
5/16/2022 |
000117266122001447 |
|
Q4 2021
|
31 |
2,780,903 |
NWSA, WDAY, Z, CARG
|
13F-HR
|
2/14/2022 |
000117266122000821 |
|
Q3 2021
|
31 |
2,293,108 |
WDAY, NWSA, Z, MRVL
|
13F-HR
|
11/15/2021 |
000117266121002336 |
|
Q2 2021
|
26 |
2,207,061 |
NWSA, Z, CSOD, MRVL
|
13F-HR
|
8/16/2021 |
000117266121001821 |
|
Q1 2021
|
28 |
1,874,957 |
Z, NWSA, CSOD, CDAY
|
13F-HR
|
5/17/2021 |
000117266121001356 |
|
Q4 2020
|
39 |
2,718,451 |
Z, NWSA, SFIX, WDAY
|
13F-HR
|
2/16/2021 |
000117266121000697 |
|
Q3 2020
|
40 |
2,460,841 |
Z, NUAN, WDAY, NWSA
|
13F-HR
|
11/16/2020 |
000117266120002296 |
|
Q2 2020
|
38 |
2,035,652 |
NUAN, WDAY, AMZN, Z
|
13F-HR
|
8/14/2020 |
000117266120001826 |
|
Q1 2020
|
43 |
1,527,589 |
ORCL calls, NUAN, NFLX, DIS calls
|
13F-HR
|
5/15/2020 |
000117266120001380 |
|
Q4 2019
|
40 |
1,918,668 |
GEN calls, EA, ORCL calls, CRM
|
13F-HR
|
2/14/2020 |
000117266120000793 |
|
Q3 2019
|
33 |
1,232,479 |
EA, ORCL, DIS, MRVL
|
13F-HR
|
11/14/2019 |
000117266119002325 |
|
Q2 2019
|
33 |
1,499,940 |
DIS, ZNGA, Z, MRVL
|
13F-HR
|
8/14/2019 |
000117266119001846 |
|
Q1 2019
|
31 |
1,397,459 |
ZNGA, ELLI, MRVL, NFLX
|
13F-HR
|
5/15/2019 |
000117266119001375 |
|
Q4 2018
|
33 |
1,101,949 |
ELLI, ZNGA, ADSK, NFLX
|
13F-HR
|
2/14/2019 |
000117266119000859 |
|
Q3 2018
|
43 |
2,856,704 |
TFCFA, QRVO, RP, ZNGA
|
13F-HR
|
11/14/2018 |
000117266118002195 |
|
Q2 2018
|
39 |
2,419,302 |
QRVO, ZNGA, NFLX, Z
|
13F-HR
|
8/14/2018 |
000116469118000124 |
|
Q1 2018
|
1 |
52,102 |
AVGO
|
NEW HOLDINGS
|
5/16/2018 |
000116469118000090 |
|
Q1 2018
|
37 |
1,889,814 |
QRVO, MRVL, GRUB calls, RP
|
13F-HR
|
5/15/2018 |
000116469118000085 |
|
Q4 2017
|
31 |
1,802,784 |
GRUB calls, MRVL, AMZN, NLOK
|
13F-HR
|
2/14/2018 |
000116469118000041 |
|
Q3 2017
|
29 |
1,780,704 |
MRVL, GRUB calls, QRVO, WDAY
|
13F-HR
|
11/14/2017 |
000116469117000180 |
|
Q2 2017
|
29 |
1,655,423 |
MRVL, PEGA, GRUB calls, QRVO
|
13F-HR
|
8/14/2017 |
000116469117000142 |
|
Q1 2017
|
27 |
1,514,634 |
MRVL, AAPL, NLOK, P calls
|
13F-HR
|
5/15/2017 |
000116469117000106 |
|
Q4 2016
|
30 |
1,410,381 |
MRVL, AMZN calls, NLOK, NVDA
|
13F-HR
|
2/14/2017 |
000116469117000061 |
|
Q3 2016
|
35 |
1,857,552 |
MRVL, NLOK, AMZN calls, AVGO calls
|
13F-HR
|
11/14/2016 |
000116469116000323 |
|
Q2 2016
|
32 |
1,475,663 |
MRVL, AMZN calls, ZNGA, NVDA
|
13F-HR
|
8/15/2016 |
000116469116000295 |
|
Q1 2016
|
36 |
1,565,269 |
WDC calls, EA, NLOK, BKNG
|
13F-HR
|
5/16/2016 |
000116469116000268 |
|
Q4 2015
|
36 |
1,698,031 |
NFLX calls, AMZN, W, TMUS calls
|
13F-HR
|
2/16/2016 |
000116469116000239 |
|
Q3 2015
|
41 |
1,733,372 |
NFLX calls, EA, AVGO, TMUS
|
13F-HR
|
11/16/2015 |
000116469115000173 |
|
Q2 2015
|
39 |
2,040,856 |
AAPL calls, AVGO, NFLX calls, TMUS
|
13F-HR
|
8/14/2015 |
000116469115000136 |
|
Q1 2015
|
38 |
1,769,763 |
AVGO, AAPL calls, ORCL, TMUS
|
13F-HR
|
5/15/2015 |
000116469115000098 |
|
Q4 2014
|
49 |
1,732,398 |
EBAY calls, TMUS, CRM, AVGO
|
13F-HR
|
2/17/2015 |
000116469115000053 |
|
Q3 2014
|
44 |
2,062,516 |
TWC, TFCFA, ADSK, AABA
|
13F-HR
|
11/14/2014 |
000116469114000216 |
|
Q2 2014
|
49 |
2,069,273 |
EXPE, ADSK, WDC, TMUS
|
13F-HR
|
8/14/2014 |
000116469114000179 |
|
Q1 2014
|
40 |
2,005,583 |
AMZN calls, INTU, AOL, P
|
13F-HR
|
5/15/2014 |
000116469114000122 |
|
Q4 2013
|
4 |
187,572 |
P calls, TMUS calls, GME puts, VCI puts
|
NEW HOLDINGS
|
5/15/2014 |
000116469114000125 |
|
Q4 2013
|
40 |
1,625,084 |
TMUS, AOL, CRM, AABA
|
13F-HR
|
2/14/2014 |
000116469114000044 |
|
Q3 2013
|
2 |
39,265 |
GME puts, VCI puts
|
NEW HOLDINGS
|
5/15/2014 |
000116469114000124 |
|
Q1 2013
|
1 |
16,232 |
LVLT calls
|
NEW HOLDINGS
|
5/15/2014 |
000116469114000123 |