| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 50 | 250,304 | ADI, AMZN, INTC, NVDA | 13F-HR | 2/13/2024 | 000142050624000301 |
| Q3 2023 | 38 | 179,600 | META, NVDA, MSFT, INTC | 13F-HR | 11/13/2023 | 000142050623002028 |
| Q2 2023 | 46 | 203,083 | V, META, NVDA, AMZN | 13F-HR | 8/14/2023 | 000142050623001653 |
| Q1 2023 | 44 | 155,311 | META, NVDA, NXPI, V | 13F-HR | 5/11/2023 | 000142050623000966 |
| Q4 2022 | 39 | 88,620 | NVDA, META, MA, KLAC | 13F-HR | 2/6/2023 | 000142050623000246 |
| Q3 2022 | 33 | 112,279 | ON, MA, PAYC, PANW | 13F-HR | 11/14/2022 | 000142050622002213 |
| Q2 2022 | 45 | 364,079 | CRWD, ORCL, PANW, NOW | 13F-HR | 8/12/2022 | 000142050622001574 |
| Q1 2022 | 50 | 404,492 | ORCL, MDB, PAYC, PANW | 13F-HR | 5/13/2022 | 000142050622000891 |
| Q4 2021 | 50 | 431,764 | NOW, PANW, MSFT, MA | 13F-HR | 2/7/2022 | 000142050622000147 |
| Q3 2021 | 45 | 292,170 | VRNS, TWLO, INTU, CRM | 13F-HR | 11/12/2021 | 000142050621001520 |
| Q2 2021 | 45 | 313,852 | VRNS, ADI, CRM, PAYC | 13F-HR | 8/16/2021 | 000142050621001219 |
| Q1 2021 | 39 | 299,252 | MSFT, BIDU, VRNS, META | 13F-HR | 5/12/2021 | 000142050621000555 |
| Q4 2020 | 36 | 233,824 | NOW, VRNS, TWLO, CRWD | 13F-HR | 2/8/2021 | 000142050621000129 |
| Q3 2020 | 39 | 216,916 | VRNS, MSFT, ADI, TWLO | 13F-HR | 11/4/2020 | 000142050620001131 |
| Q2 2020 | 36 | 194,092 | ORCL, VRNS, MDB, MSFT | 13F-HR | 8/11/2020 | 000142050620000857 |
| Q1 2020 | 37 | 165,108 | AMZN, MSFT, HPQ, ADI | 13F-HR | 5/8/2020 | 000142050620000459 |
| Q4 2019 | 45 | 201,752 | FIS, INTU, WDAY, ADI | 13F-HR | 2/4/2020 | 000142050620000094 |
| Q3 2019 | 49 | 207,064 | FISV, AVGO, META, ADI | 13F-HR | 11/12/2019 | 000142050619001047 |
| Q2 2019 | 53 | 205,585 | AMZN, MSFT, V, ADBE | 13F-HR | 8/2/2019 | 000142050619000696 |
| Q1 2019 | 46 | 192,026 | ADBE, V, VMW, KLAC | 13F-HR | 5/13/2019 | 000142050619000441 |
| Q4 2018 | 44 | 183,674 | V, AVGO, ULTI, ADBE | RESTATEMENT | 2/5/2019 | 000142050619000078 |