| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 25 | 144,866 | TMUS, PANW, TEAM.MX, NOW | 13F-HR | 8/15/2022 | 000139834422015560 |
| Q1 2022 | 38 | 367,850 | MRVL, MSFT, PANW, ANET | 13F-HR | 5/13/2022 | 000139834422009439 |
| Q4 2021 | 53 | 1,027,593 | MRVL, TMUS, MSFT, NFLX | 13F-HR | 2/11/2022 | 000139834422002732 |
| Q3 2021 | 58 | 1,359,453 | PANW, TMUS, CRM, META | 13F-HR | 11/12/2021 | 000139834421021329 |
| Q2 2021 | 49 | 1,432,622 | PANW, TMUS, META, SWKS | 13F-HR | 8/13/2021 | 000139834421016082 |
| Q1 2021 | 46 | 1,326,493 | PANW, TMUS, LYFT, UBER | 13F-HR | 5/14/2021 | 000139834421010701 |
| Q4 2020 | 48 | 1,508,893 | PANW, QRVO, SWKS, JD | 13F-HR | 2/12/2021 | 000139834421003098 |
| Q3 2020 | 41 | 1,392,655 | PANW, ZM, SWKS, IPHI | 13F-HR | 11/13/2020 | 000139834420022475 |
| Q2 2020 | 44 | 1,380,677 | JD, IPHI, NFLX, ZNGA | 13F-HR | 8/13/2020 | 000139834420015649 |
| Q1 2020 | 44 | 1,200,395 | IPHI, TMUS, NFLX, ZNGA | 13F-HR | 5/14/2020 | 000139834420010107 |
| Q4 2019 | 46 | 1,099,718 | FIS, PANW, META, NFLX | 13F-HR | 2/13/2020 | 000139834420003265 |
| Q3 2019 | 44 | 1,016,627 | META, TMUS, PANW, WDAY | 13F-HR | 11/14/2019 | 000139834419020195 |
| Q2 2019 | 34 | 968,981 | WDAY, TMUS, PANW, NFLX | 13F-HR | 8/13/2019 | 000139834419014115 |
| Q1 2019 | 35 | 914,423 | WDAY, PANW, TMUS, DATA | 13F-HR | 5/14/2019 | 000139834419008749 |
| Q4 2018 | 28 | 736,578 | DATA, WDAY, CRM, TMUS | 13F-HR | 2/13/2019 | 000139834419002589 |
| Q3 2018 | 31 | 818,048 | CRM, PANW, DATA, TMUS | 13F-HR | 11/9/2018 | 000139834418016218 |
| Q2 2018 | 31 | 663,933 | CRM, PANW, META, DATA | 13F-HR | 8/13/2018 | 000139834418011633 |
| Q1 2018 | 37 | 581,561 | WDAY, MELLANOX TECHNOLOGIES LTD, CRM, PANW | 13F-HR | 5/11/2018 | 000139834418007292 |
| Q4 2017 | 25 | 383,102 | BOX, ATVI, AMZN, BABA | 13F-HR | 2/13/2018 | 000139834418002007 |
| Q3 2017 | 24 | 473,772 | ATVI, CRM, BABA, LOGM | 13F-HR | 11/13/2017 | 000139834417014464 |
| Q2 2017 | 30 | 411,668 | ATVI, BABA, LOGM, META | 13F-HR | 8/11/2017 | 000139834417010142 |
| Q1 2017 | 28 | 401,435 | ATVI, LOGM, NLOK, COMM | 13F-HR | 5/12/2017 | 000139834417006272 |
| Q4 2016 | 26 | 299,818 | FNSR, TMUS, LOGM, ADBE | 13F-HR | 2/10/2017 | 000139834417001791 |
| Q3 2016 | 27 | 367,874 | FNSR, BABA, GIMO, EA | 13F-HR | 11/4/2016 | 000139834416020347 |
| Q2 2016 | 25 | 381,719 | META, ADBE, CRM, EA | 13F-HR | 8/3/2016 | 000139834416015996 |
| Q1 2016 | 21 | 378,365 | GOOGL, AABA, CRM, META | 13F-HR | 5/6/2016 | 000139834416012999 |
| Q4 2015 | 22 | 459,759 | GOOGL, CRM, JNPR, AMZN | 13F-HR | 2/11/2016 | 000139834416009815 |
| Q3 2015 | 17 | 404,124 | GOOGL, AMZN, MSTR, META | 13F-HR | 11/5/2015 | 000139834415007409 |
| Q2 2015 | 28 | 491,409 | META, AMT, AMZN, DWRE | 13F-HR | 7/30/2015 | 000139834415004788 |
| Q1 2015 | 30 | 459,866 | AMT, COMM, JD, TWITTER INC | 13F-HR | 5/7/2015 | 000101270915000008 |
| Q4 2014 | 23 | 378,630 | META, BIDU, PANW, AAPL | 13F-HR | 2/9/2015 | 000139834415000749 |