| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 67 | 138,611 | AAPL, AVGO, TMUS, LRCX | 13F-HR | 5/6/2024 | 000108514624002285 |
| Q4 2023 | 57 | 122,829 | AVGO, AMD, MCHP, KDP | 13F-HR | 2/14/2024 | 000108514624001403 |
| Q3 2023 | 53 | 102,013 | AVGO, LLY, AMD, TMUS | 13F-HR | 10/23/2023 | 000108514623003850 |
| Q2 2023 | 51 | 107,840 | AVGO, AMD, MCHP, MSFT | 13F-HR | 8/14/2023 | 000108514623003448 |
| Q1 2023 | 89 | 99,542 | TMUS, AVGO, AMD, LRCX | 13F-HR | 5/8/2023 | 000108514623002135 |
| Q4 2022 | 98 | 88,694 | LLY, HUM, AMD, MCHP | 13F-HR | 2/14/2023 | 000108514623001231 |
| Q3 2022 | 97 | 85,597 | TMUS, AMD, MCHP, DHR | 13F-HR | 11/3/2022 | 000108514622003761 |
| Q2 2022 | 119 | 100,448 | AMD, MCHP, CNC, HUM | 13F-HR | 8/8/2022 | 000108514622002864 |
| Q1 2022 | 121 | 140,576 | AVGO, TMUS, ABT, HUM | 13F-HR | 5/11/2022 | 000108514622002000 |
| Q4 2021 | 125 | 186,202 | LLY, AMD, NTAP, MCHP | 13F-HR | 2/2/2022 | 000108514622000478 |
| Q3 2021 | 112 | 155,821 | ABT, CHTR, HUM, EL | 13F-HR | 10/26/2021 | 000108514621002902 |
| Q2 2021 | 122 | 168,832 | LLY, HUM, CHTR, TMUS | 13F-HR | 8/9/2021 | 000108514621002305 |
| Q1 2021 | 112 | 150,410 | LRCX, AMD, MCHP, ABT | 13F-HR | 5/10/2021 | 000108514621001514 |
| Q4 2020 | 111 | 146,658 | AVGO, EL, AMD, CMG | 13F-HR | 2/12/2021 | 000108514621000672 |
| Q1 2020 | 63 | 71,620 | AAPL, HUM, AVGO, ABT | 13F-HR | 5/8/2020 | 000108514620001370 |
| Q4 2019 | 60 | 97,022 | DRI, HD, C, AVGO | 13F-HR | 2/7/2020 | 000108514620000458 |
| Q3 2019 | 51 | 87,400 | HD, ABT, BDX, CMG | 13F-HR | 11/8/2019 | 000108514619002787 |
| Q2 2019 | 53 | 85,889 | CRM, STZ, DE, ABT | 13F-HR | 8/6/2019 | 000108514619002088 |
| Q1 2019 | 80 | 77,670 | JPM, CRM, HD, PLD | 13F-HR | 5/8/2019 | 000108514619001395 |
| Q4 2018 | 64 | 76,904 | PLD, CRM, NKE, DE | 13F-HR | 2/14/2019 | 000108514619000835 |
| Q3 2018 | 68 | 153,229 | ROP, PLD, AMZN, ORCL | 13F-HR | 11/9/2018 | 000108514618002554 |
| Q2 2018 | 75 | 262,573 | CRM, ORCL, PLD, PH | 13F-HR | 8/13/2018 | 000108514618002032 |
| Q1 2018 | 73 | 251,976 | ORCL, MET, DE, CRM | 13F-HR | 5/15/2018 | 000114036118023946 |
| Q4 2017 | 59 | 264,165 | NKE, ORCL, MET, DE | 13F-HR | 2/14/2018 | 000114036118007906 |
| Q3 2017 | 42 | 221,645 | PLD, AON, MET, FIS | 13F-HR | 11/14/2017 | 000114036117042814 |
| Q2 2017 | 42 | 213,349 | PLD, AON, CHTR, DE | 13F-HR | 8/14/2017 | 000114036117032072 |
| Q1 2017 | 55 | 201,966 | V, MO, RAI, AON | 13F-HR | 5/15/2017 | 000114036117020445 |
| Q4 2016 | 45 | 193,531 | MO, RAI, V, DHR | RESTATEMENT | 2/15/2017 | 000114036117007674 |