|
Q4 2023
|
25 |
1,390,075 |
WSC, ASND, FOUR, DASH
|
13F-HR
|
2/14/2024 |
000117266124001045 |
|
Q3 2023
|
25 |
1,276,249 |
APP, NTNX, SPOT, PSTG
|
13F-HR
|
11/14/2023 |
000117266123003882 |
|
Q2 2023
|
25 |
1,383,680 |
PANW, PSTG, SPOT, DDOG
|
13F-HR
|
8/14/2023 |
000117266123002985 |
|
Q1 2023
|
25 |
1,326,271 |
PANW, ASND, SPOT, NTNX
|
13F-HR
|
5/15/2023 |
000117266123002172 |
|
Q4 2022
|
25 |
1,244,863 |
ASND, AMG, GDDY, TDG
|
13F-HR
|
2/14/2023 |
000117266123000912 |
|
Q3 2022
|
25 |
1,413,600 |
ASND, NTNX, LESL, PANW
|
13F-HR
|
11/14/2022 |
000117266122002412 |
|
Q2 2022
|
25 |
1,798,784 |
APP, SPLK, ASND, PANW
|
13F-HR
|
8/15/2022 |
000117266122001849 |
|
Q1 2022
|
25 |
2,926,721 |
SPLK, NTNX, APP, EXAS
|
13F-HR
|
5/16/2022 |
000117266122001360 |
|
Q4 2021
|
25 |
3,768,804 |
PANW, AMG, EXAS, APP
|
13F-HR
|
2/14/2022 |
000117266122000524 |
|
Q3 2021
|
25 |
4,359,773 |
SPLK, NTNX, ULTA, AMG
|
13F-HR
|
11/15/2021 |
000117266121002224 |
|
Q2 2021
|
25 |
4,494,702 |
BYND, SPLK, NTNX, PANW
|
13F-HR
|
8/16/2021 |
000117266121001799 |
|
Q1 2021
|
25 |
3,795,065 |
SPLK, AMG, EXAS, BYND
|
13F-HR
|
5/17/2021 |
000117266121001280 |
|
Q4 2020
|
25 |
3,258,878 |
PANW, EXAS, LYFT, SPLK
|
13F-HR
|
2/16/2021 |
000117266121000724 |
|
Q3 2020
|
26 |
2,163,263 |
SQ, EXAS, CMG, TWITTER INC
|
13F-HR
|
11/16/2020 |
000117266120002254 |
|
Q2 2020
|
26 |
1,614,674 |
SPLK, PANW, SVMK, RDFN
|
13F-HR
|
8/14/2020 |
000117266120001712 |
|
Q1 2020
|
25 |
885,184 |
DOCU, PANW, CMG, GDDY
|
13F-HR
|
5/15/2020 |
000117266120001351 |
|
Q4 2019
|
25 |
778,928 |
PANW, PFPT, ULTA, GDDY
|
13F-HR
|
2/14/2020 |
000117266120000754 |
|
Q3 2019
|
25 |
376,707 |
PFPT, NTNX, TWITTER INC, GDDY
|
13F-HR
|
11/14/2019 |
000117266119002224 |
|
Q2 2019
|
26 |
316,505 |
PFPT, TWITTER INC, DXCM, PANW
|
13F-HR
|
8/14/2019 |
000117266119001774 |
|
Q1 2019
|
26 |
258,428 |
PFPT, TWITTER INC, CMG, DOCU
|
13F-HR
|
5/15/2019 |
000117266119001320 |
|
Q4 2018
|
26 |
133,443 |
PFPT, CMG, DOCU, TWITTER INC
|
13F-HR
|
2/14/2019 |
000117266119000788 |