|
Q3 2025
|
9 |
1,141,357 |
RSP puts, HGV, CVNA, SCHW
|
13F-HR
|
11/13/2025 |
000121390025109732 |
|
Q2 2025
|
8 |
1,273,606 |
HGV, RSP, SCHW, ELV
|
13F-HR
|
8/13/2025 |
000121390025075395 |
|
Q1 2025
|
8 |
996,164 |
HGV, RSP puts, SCHW, ELV
|
13F-HR
|
5/14/2025 |
000121390025043059 |
|
Q4 2024
|
7 |
754,948 |
HGV, SCHW, WDAY, DRVN
|
13F-HR
|
2/13/2025 |
000121390025013235 |
|
Q3 2024
|
7 |
711,287 |
HGV, WDAY, SCHW, DRVN
|
13F-HR
|
11/13/2024 |
000121390024097222 |
|
Q2 2024
|
8 |
851,422 |
HGV, SMAR, SCHW, WDAY
|
13F-HR
|
8/14/2024 |
000121390024068650 |
|
Q1 2024
|
8 |
899,769 |
HGV, WDAY, SMAR, SCHW
|
13F-HR
|
5/14/2024 |
000121390024042666 |
|
Q4 2023
|
9 |
951,748 |
HGV, SMAR, SCHW, WDAY
|
13F-HR
|
2/13/2024 |
000121390024012956 |
|
Q3 2023
|
8 |
811,789 |
HGV, WDAY, SCHW, SMAR
|
13F-HR
|
11/14/2023 |
000121390023086542 |
|
Q2 2023
|
6 |
872,083 |
HGV, WDAY, SMAR, AVTR
|
13F-HR
|
8/11/2023 |
000121390023066231 |
|
Q1 2023
|
5 |
780,122 |
HGV, SMAR, WDAY, AVTR
|
13F-HR
|
5/15/2023 |
000121390023039446 |
|
Q4 2022
|
4 |
677,841 |
HGV, SMAR, WDAY, HUBS
|
13F-HR
|
2/14/2023 |
000121390023011226 |
|
Q3 2022
|
5 |
646,647 |
HGV, SMAR, WDAY, HUBS
|
13F-HR
|
11/14/2022 |
000121390022071794 |
|
Q2 2022
|
6 |
713,164 |
HGV, SMAR, MSFT, HUBS
|
13F-HR
|
8/15/2022 |
000121390022047755 |
|
Q1 2022
|
7 |
724,797 |
SMAR, HGV, WDAY, ZENDESK INC
|
13F-HR
|
5/16/2022 |
000121390022027017 |
|
Q4 2021
|
6 |
921,164 |
SMAR, HGV, ZENDESK INC, BLDR
|
13F-HR
|
2/14/2022 |
000121390022007309 |
|
Q3 2021
|
8 |
777,868 |
GDDY, HGV, WDAY, HUBS
|
13F-HR
|
11/15/2021 |
000121390021059100 |
|
Q2 2021
|
4 |
515,751 |
HGV, GDDY, HUBS, WDAY
|
13F-HR
|
8/16/2021 |
000121390021042753 |
|
Q1 2021
|
5 |
451,957 |
HGV, WDAY, HOME, APG
|
13F-HR
|
5/17/2021 |
000121390021026805 |
|
Q4 2020
|
9 |
559,056 |
HGV, SPLK, APG, WDAY
|
13F-HR
|
2/16/2021 |
000121390021009393 |
|
Q3 2020
|
9 |
524,584 |
HUBS, HGV, SPLK, NOW
|
13F-HR
|
11/16/2020 |
000121390020037189 |
|
Q2 2020
|
9 |
453,871 |
HUBS, ZENDESK INC, SPLK, HGV
|
13F-HR
|
8/14/2020 |
000121390020022141 |
|
Q1 2020
|
11 |
207,678 |
HUBS, SPLK, SQ, NOW
|
13F-HR
|
5/14/2020 |
000121390020012157 |
|
Q4 2019
|
11 |
369,838 |
SE, NSP, NOW, GOGO
|
13F-HR
|
2/14/2020 |
000121390020003832 |
|
Q3 2019
|
10 |
232,734 |
GOGO, GDDY, NSP, BABA
|
13F-HR
|
11/13/2019 |
000121390019023120 |
|
Q2 2019
|
10 |
177,929 |
PANW, IAC, GDDY, CVNA
|
13F-HR
|
8/13/2019 |
000121390019015470 |
|
Q1 2019
|
10 |
155,368 |
IAC, TWLO, CVNA, PANW
|
13F-HR
|
5/14/2019 |
000174788819000006 |
|
Q4 2018
|
12 |
119,129 |
IAC, XPO, HUBS, PANW
|
13F-HR
|
2/14/2019 |
000174788819000003 |