| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 93 | 1,402,920 | BIL, PANW, ISRG, NOW | 13F-HR | 11/13/2024 | 000155624524000006 |
| Q2 2024 | 88 | 1,303,789 | BIL, PANW, TMDX, ISRG | 13F-HR | 8/13/2024 | 000155624524000004 |
| Q1 2024 | 90 | 1,249,738 | BIL, PANW, NOW, ISRG | 13F-HR | 5/14/2024 | 000155624524000003 |
| Q4 2023 | 86 | 1,203,475 | BIL, PANW, TMDX, NOW | 13F-HR | 2/2/2024 | 000155624524000002 |
| Q3 2023 | 87 | 1,069,448 | PANW, NOW, LIN, LFUS | 13F-HR | 11/13/2023 | 000155624523000006 |
| Q2 2023 | 84 | 1,096,984 | PANW, TMDX, ISRG, LFUS | 13F-HR | 8/8/2023 | 000155624523000005 |
| Q1 2023 | 83 | 1,043,859 | TMDX, PANW, LFUS, LIN | 13F-HR | 5/12/2023 | 000155624523000004 |
| Q4 2022 | 88 | 937,131 | TMDX, ISRG, LIN, LFUS | 13F-HR | 2/10/2023 | 000155624523000001 |
| Q3 2022 | 84 | 875,870 | TMDX, PANW, LFUS, LIN | 13F-HR | 11/14/2022 | 000155624522000008 |
| Q2 2022 | 89 | 935,374 | TMDX, PANW, LIN, ZBH | 13F-HR | 8/10/2022 | 000155624522000007 |
| Q1 2022 | 93 | 1,163,601 | PANW, TMDX, ZBH, GPN | 13F-HR | 5/16/2022 | 000155624522000006 |
| Q4 2021 | 91 | 1,287,896 | TECH, TRU, PANW, NFLX | 13F-HR | 2/9/2022 | 000155624522000001 |
| Q3 2021 | 97 | 1,247,327 | TECH, TRU, NFLX, GPN | 13F-HR | 11/12/2021 | 000155624521000006 |
| Q2 2021 | 90 | 1,281,880 | TECH, TRU, CLVT, GPN | 13F-HR | 8/11/2021 | 000155624521000005 |
| Q1 2021 | 86 | 1,179,274 | GPN, TMDX, TECH, FTNT | 13F-HR | 5/13/2021 | 000155624521000004 |
| Q4 2020 | 84 | 1,094,147 | FISV, GPN, FTNT, TRU | 13F-HR | 2/12/2021 | 000155624521000003 |
| Q3 2020 | 82 | 992,408 | DKNG, FISV, GPN, TRU | 13F-HR | 11/12/2020 | 000155624520000005 |
| Q2 2020 | 78 | 854,106 | TECH, GPN, TRU, FISV | 13F-HR | 8/13/2020 | 000155624520000004 |
| Q1 2020 | 82 | 745,889 | GPN, FISV, TECH, TRU | 13F-HR | 5/14/2020 | 000155624520000003 |
| Q4 2019 | 81 | 900,763 | GPN, FISV, TRU, TECH | 13F-HR | 2/13/2020 | 000155624520000001 |
| Q3 2019 | 78 | 820,117 | GPN, TRU, FISV, TECH | 13F-HR | 11/14/2019 | 000155624519000005 |
| Q2 2019 | 71 | 788,967 | GPN, TRU, TECH, FISV | 13F-HR | 8/13/2019 | 000155624519000004 |
| Q1 2019 | 72 | 715,775 | GPN, XRAY, TECH, TRU | 13F-HR | 5/15/2019 | 000155624519000003 |
| Q4 2018 | 73 | 606,056 | GPN, USFD, XRAY, ADBE | 13F-HR | 2/13/2019 | 000155624519000002 |
| Q3 2018 | 72 | 674,731 | GPN, TECH, ADBE, XRAY | 13F-HR | 11/14/2018 | 000155624518000008 |
| Q2 2018 | 73 | 632,054 | USFD, SITE, XRAY, GPN | 13F-HR | 8/13/2018 | 000155624518000007 |
| Q1 2018 | 72 | 609,186 | ADBE, XRAY, GPN, SITE | 13F-HR | 5/14/2018 | 000155624518000004 |
| Q4 2017 | 67 | 562,455 | XRAY, ADBE, SITE, PSDO | 13F-HR | 2/14/2018 | 000155624518000003 |
| Q3 2017 | 67 | 513,355 | XRAY, ADBE, BAC, GPN | 13F-HR | 11/13/2017 | 000155624517000006 |
| Q2 2017 | 64 | 473,293 | BAC, XRAY, ADBE, ZTS | 13F-HR | 8/14/2017 | 000155624517000005 |
| Q1 2017 | 64 | 427,496 | BAC, ADBE, USFD, MTN | 13F-HR | 5/15/2017 | 000155624517000004 |
| Q4 2016 | 63 | 364,188 | CDW, BAC, MTN, ZTS | 13F-HR | 2/14/2017 | 000155624517000002 |
| Q3 2016 | 67 | 332,497 | CDW, MTN, ZTS, ADBE | 13F-HR | 11/14/2016 | 000155624516000012 |
| Q2 2016 | 67 | 319,441 | FMC, CDW, MTN, ZTS | 13F-HR | 8/15/2016 | 000155624516000011 |
| Q1 2016 | 65 | 304,425 | CDW, ADBE, MTN, FMC | 13F-HR | 5/9/2016 | 000155624516000010 |
| Q4 2015 | 81 | 314,154 | ADBE, CDW, ZTS, MTN | 13F-HR | 2/10/2016 | 000155624516000008 |
| Q3 2015 | 83 | 299,388 | CDW, ADBE, MTN, CMD | 13F-HR | 11/13/2015 | 000155624515000005 |
| Q2 2015 | 87 | 326,468 | TCOM, ADBE, MTN, CBI | 13F-HR | 8/11/2015 | 000155624515000004 |
| Q1 2015 | 86 | 294,107 | CDW, ZTS, CBI, ADBE | 13F-HR | 5/13/2015 | 000155624515000002 |
| Q4 2014 | 86 | 294,701 | CDW, MUSA, BIDU, ZTS | 13F-HR | 2/12/2015 | 000155624515000001 |
| Q3 2014 | 84 | 280,306 | BIDU, CDW, RRC, TCOM | 13F-HR | 11/14/2014 | 000155624514000004 |
| Q2 2014 | 84 | 276,521 | CDW, BIDU, TCOM, ADBE | 13F-HR | 8/14/2014 | 000155624514000003 |
| Q1 2014 | 85 | 264,078 | CDW, HSP, BIDU, TCOM | 13F-HR | 5/13/2014 | 000155624514000002 |
| Q4 2013 | 82 | 250,054 | BIDU, ADBE, PSMT, HSP | 13F-HR | 2/13/2014 | 000155624514000001 |