|
Q3 2024
|
19 |
143,143 |
ROKU, AMZN, PLTR, WMT
|
13F-HR
|
11/14/2024 |
000164227424000005 |
|
Q2 2024
|
16 |
140,257 |
AMZN, GOOG, COST, PINS
|
13F-HR
|
8/15/2024 |
000164227424000003 |
|
Q1 2024
|
17 |
123,242 |
AMZN, COST, WMT, ROKU
|
13F-HR
|
5/15/2024 |
000164227424000002 |
|
Q4 2023
|
14 |
109,270 |
ROKU, COST, PINS, META
|
13F-HR
|
2/14/2024 |
000160925124000003 |
|
Q3 2022
|
27 |
97,352 |
WMT, COST, MRTN, ROKU
|
13F-HR
|
11/14/2022 |
000164227422000005 |
|
Q2 2022
|
26 |
101,666 |
WMT, MRTN, JBHT, COST
|
13F-HR
|
8/15/2022 |
000164227422000004 |
|
Q1 2022
|
23 |
105,542 |
WMT, JWN, MRTN, TAP
|
13F-HR
|
5/16/2022 |
000164227422000003 |
|
Q4 2021
|
20 |
101,264 |
WMT, JWN, MRTN, TAP
|
13F-HR
|
2/15/2022 |
000164227422000001 |
|
Q3 2021
|
21 |
95,167 |
WMT, JWN, MRTN, TAP
|
13F-HR
|
11/15/2021 |
000164227421000006 |
|
Q2 2021
|
24 |
151,018 |
PINS, AMZN, WMT, JWN
|
13F-HR
|
8/17/2021 |
000164227421000004 |
|
Q1 2021
|
23 |
142,301 |
PINS, TRIP, WMT, AMZN
|
RESTATEMENT
|
5/18/2021 |
000164227421000003 |
|
Q4 2020
|
21 |
119,968 |
PINS, WMT, AMZN, JWN
|
13F-HR
|
2/16/2021 |
000164227421000001 |
|
Q3 2020
|
18 |
103,115 |
PINS, AMZN, ROKU, MRTN
|
13F-HR
|
11/17/2020 |
000164227420000004 |
|
Q2 2020
|
17 |
70,109 |
AMZN, MRTN, PINS, ROKU
|
13F-HR
|
8/14/2020 |
000164227420000003 |
|
Q1 2020
|
23 |
62,139 |
MRTN, PINS, TWITTER INC, ROKU
|
13F-HR
|
5/18/2020 |
000164227420000002 |
|
Q4 2019
|
17 |
84,067 |
DIS, MRTN, MODG, ROKU
|
13F-HR
|
2/18/2020 |
000164227420000001 |
|
Q3 2019
|
18 |
73,394 |
MRTN, MODG, DIS, CHUY
|
13F-HR
|
11/15/2019 |
000164227419000003 |
|
Q1 2019
|
20 |
88,820 |
TWITTER INC, ROKU, MRTN, CHUY
|
13F-HR
|
5/14/2019 |
000164227419000002 |
|
Q4 2018
|
20 |
74,114 |
TWITTER INC, MRTN, ROKU, MODG
|
13F-HR
|
1/30/2019 |
000164227419000001 |
|
Q3 2018
|
18 |
110,901 |
ROKU, TWITTER INC, MRTN, DPLO
|
13F-HR
|
11/14/2018 |
000164227418000003 |
|
Q2 2018
|
17 |
106,302 |
TWITTER INC, MRTN, DPLO, CHUY
|
13F-HR
|
8/14/2018 |
000164227418000002 |
|
Q4 2015
|
29 |
91,225 |
LDRH, FRED, RENT, MRTN
|
13F-HR
|
2/12/2016 |
000164227416000006 |
|
Q3 2015
|
29 |
95,479 |
LDRH, RENT, FRED, TWITTER INC
|
RESTATEMENT
|
11/10/2015 |
000164227415000005 |
|
Q2 2015
|
29 |
109,277 |
LDRH, FRED, RENT, MRTN
|
13F-HR
|
7/31/2015 |
000164227415000003 |
|
Q1 2015
|
32 |
106,835 |
LDRH, FRED, RENT, MRTN
|
13F-HR
|
5/14/2015 |
000164227415000001 |
|
Q4 2014
|
27 |
101,187 |
LDRH, RENT, FRED, SMRTQ
|
13F-HR
|
5/27/2015 |
000164227415000002 |