| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 28 | 220,136 | NOW, MSGS, AMZN, TEAM.MX | 13F-HR | 2/14/2020 | 000117266120000693 |
| Q3 2019 | 18 | 159,502 | TMUS, MSFT, AMZN, MSGS | 13F-HR | 11/14/2019 | 000117266119002307 |
| Q2 2019 | 17 | 196,631 | BABA, SPY puts, MSFT, BABA calls | 13F-HR | 8/14/2019 | 000117266119001819 |
| Q1 2019 | 19 | 217,442 | TMUS, GOOG, ADBE, CMCSA | 13F-HR | 5/15/2019 | 000117266119001332 |
| Q4 2018 | 17 | 213,608 | TMUS, MSFT, BABA, TFCFA | 13F-HR | 2/14/2019 | 000117266119000693 |
| Q3 2018 | 22 | 403,085 | TMUS, MSFT, TFCFA, EA | 13F-HR | 11/14/2018 | 000117266118002129 |
| Q2 2018 | 23 | 488,539 | META, ELLI, MSFT, ADBE | 13F-HR | 8/14/2018 | 000117266118001633 |
| Q1 2018 | 21 | 466,273 | TMUS, GOOGL, BTI, ADBE | 13F-HR | 5/15/2018 | 000117266118001208 |
| Q4 2017 | 17 | 494,148 | CMCSA, META, ADBE, GOOGL | 13F-HR | 2/14/2018 | 000117266118000754 |
| Q3 2017 | 14 | 425,631 | META, GOOGL, BTI, EXPE | 13F-HR | 11/14/2017 | 000117266117002096 |
| Q2 2017 | 17 | 280,292 | GOOGL, AVGO, BTI, AMC | 13F-HR | 8/14/2017 | 000117266117001670 |
| Q1 2017 | 11 | 239,286 | EXPE, AVGO, TTWO, CCI | 13F-HR | 5/15/2017 | 000117266117001122 |
| Q4 2016 | 14 | 321,608 | AABA, CCI, GOOGL, CMCSA | 13F-HR | 2/14/2017 | 000117266117000569 |
| Q3 2016 | 14 | 321,075 | CCI, TMUS, GOOGL, MSFT | 13F-HR | 11/14/2016 | 000117266116004302 |
| Q2 2016 | 14 | 290,011 | TMUS, MSFT, CCI, GOOGL | 13F-HR | 8/15/2016 | 000117266116003845 |
| Q1 2016 | 9 | 226,112 | LBRDA, TV, GOOGL, AVGO | 13F-HR | 5/16/2016 | 000117266116003404 |
| Q4 2015 | 9 | 234,657 | TV, TRIP, SBGI, ZAYO | 13F-HR | 2/8/2016 | 000117266116002464 |