| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 6 | 30,681 | META, CEG, CLS, RDDT | 13F-HR | 2/14/2025 | 000108514625001515 |
| Q3 2024 | 8 | 42,095 | META, CLS, CEG, ABNB | 13F-HR | 11/14/2024 | 000108514624005749 |
| Q2 2024 | 4 | 28,591 | AMZN, CEG, VIK, CHWY | 13F-HR | 8/14/2024 | 000108514624003862 |
| Q1 2024 | 6 | 84,080 | NXH, META, SPT, DKNG | 13F-HR | 5/15/2024 | 000108514624002495 |
| Q4 2023 | 9 | 134,039 | DKNG, FIVN, NXH, WMG | 13F-HR | 2/14/2024 | 000108514624001289 |
| Q3 2023 | 8 | 103,429 | ZTO, META, FIVN, BILL | 13F-HR | 11/14/2023 | 000108514623004330 |
| Q2 2023 | 8 | 86,317 | ZTO, FIVN, MELI, META | 13F-HR | 8/14/2023 | 000108514623003319 |
| Q1 2023 | 8 | 112,374 | ZTO, CAR, FIVN, AYX | 13F-HR | 5/15/2023 | 000108514623002345 |
| Q4 2022 | 7 | 67,431 | ZTO, CAR, PINS, FIVN | 13F-HR | 2/14/2023 | 000108514623001163 |
| Q3 2022 | 8 | 102,466 | ZTO, FIVN, CAR, NXST | 13F-HR | 11/14/2022 | 000108514622003985 |
| Q2 2022 | 9 | 99,962 | ZTO, FIVN, NXST, SMAR | 13F-HR | 8/15/2022 | 000108514622003046 |
| Q1 2022 | 7 | 149,742 | SMAR, FIVN, NXST, ZTO | 13F-HR | 5/16/2022 | 000108514622002101 |
| Q4 2021 | 10 | 182,926 | SMAR, NXST, FIVN, ZTO | 13F-HR | 2/14/2022 | 000108514622000930 |
| Q3 2021 | 11 | 211,792 | SMAR, FIVN, CAR, EVBG | 13F-HR | 11/15/2021 | 000108514621003224 |
| Q2 2021 | 11 | 170,350 | SMAR, FIVN, EVBG, WSM | 13F-HR | 8/16/2021 | 000108514621002503 |
| Q1 2021 | 13 | 189,128 | SMAR, NXST, BIDU, CAR | 13F-HR | 5/17/2021 | 000108514621001723 |
| Q4 2020 | 14 | 211,117 | NXST, SMAR, OPTU, PTON | 13F-HR | 2/16/2021 | 000108514621000795 |
| Q3 2020 | 12 | 155,038 | PTON, JD, OPTU, BABA | 13F-HR | 11/16/2020 | 000108514620002981 |
| Q2 2020 | 15 | 120,869 | OPTU, GDS, AMZN, JD | 13F-HR | 8/14/2020 | 000108514620002244 |
| Q1 2020 | 13 | 97,567 | AMZN, BABA, SMAR, UBER | 13F-HR | 5/15/2020 | 000108514620001529 |
| Q4 2019 | 12 | 144,095 | ERI, AMZN, OPTU, SE | 13F-HR | 2/14/2020 | 000108514620000734 |
| Q3 2019 | 13 | 129,154 | BABA, OPTU, ERI, SE | 13F-HR | 11/14/2019 | 000108514619002982 |
| Q2 2019 | 13 | 168,951 | SE, BABA, ZNGA, ERI | 13F-HR | 8/14/2019 | 000108514619002314 |
| Q1 2019 | 13 | 237,040 | BABA, SE, PDD, AMZN | 13F-HR | 5/15/2019 | 000108514619001615 |
| Q4 2018 | 10 | 169,688 | QTS, BABA, STMP, ERI | 13F-HR | 2/14/2019 | 000108514619000762 |
| Q3 2018 | 10 | 278,632 | ERI, GDS, SPOT, STMP | 13F-HR | 11/14/2018 | 000108514618002693 |
| Q2 2018 | 15 | 392,765 | NBIS, STMP, ERI, NTES | 13F-HR | 8/14/2018 | 000108514618002093 |
| Q1 2018 | 12 | 436,657 | STMP, BABA, NBIS, EDU | 13F-HR | 5/15/2018 | 000108514618001463 |
| Q4 2017 | 8 | 330,774 | STMP, BABA, NBIS, INXN | 13F-HR | 2/14/2018 | 000108514618000779 |
| Q3 2017 | 10 | 412,645 | STMP, BABA, NXST, NBIS | 13F-HR | 11/14/2017 | 000108514617002417 |
| Q2 2017 | 13 | 379,898 | STMP, BABA, NXST, SBGI | 13F-HR | 8/14/2017 | 000108514617001886 |
| Q1 2017 | 13 | 335,731 | BABA, LC, SBGI, NXST | 13F-HR | 5/15/2017 | 000108514617001345 |
| Q4 2016 | 13 | 292,758 | YELP, LC, NXST, BABA | 13F-HR | 2/14/2017 | 000108514617000727 |
| Q3 2016 | 13 | 217,837 | NXST, LC, BABA, ELLI | 13F-HR | 11/14/2016 | 000108514616004794 |
| Q2 2016 | 11 | 183,383 | MSTR, GTN, ELLI, SIRI | 13F-HR | 8/15/2016 | 000108514616004293 |
| Q1 2016 | 11 | 170,107 | EXPE, NCLH, GTN, MSTR | 13F-HR | 5/16/2016 | 000108514616003785 |
| Q4 2015 | 13 | 153,633 | ELLI, NCLH, EXPE, SIRI | 13F-HR | 2/11/2016 | 000108514616002938 |