| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2023 | 1 | 0 | 13F-HR | 5/15/2023 | 000121465923007151 | |
| Q4 2022 | 130 | 295,609 | MRK, LIN, PFE, LLY | 13F-HR | 2/14/2023 | 000121465923002369 |
| Q3 2022 | 113 | 204,975 | AZO, ORLY, LIN, KDP | 13F-HR | 11/14/2022 | 000121465922013664 |
| Q2 2022 | 118 | 189,682 | FTNT, MSFT, EW, AAPL | 13F-HR | 8/15/2022 | 000121465922010185 |
| Q1 2022 | 157 | 287,954 | FTNT, MSFT, NVDA, AAPL | 13F-HR | 5/16/2022 | 000121465922007007 |
| Q4 2021 | 173 | 346,393 | LRCX, CSCO, LIN, AMAT | 13F-HR | 2/14/2022 | 000121465922002613 |
| Q3 2021 | 170 | 298,795 | LOW, TXN, LULU, TMO | 13F-HR | 11/15/2021 | 000121465921011783 |
| Q2 2021 | 130 | 235,111 | NVDA, ADBE, AMAT, INTU | 13F-HR | 8/16/2021 | 000121465921008656 |
| Q1 2021 | 91 | 226,253 | DECK, MTD, TDY, HCA | 13F-HR | 5/17/2021 | 000121465921005563 |
| Q4 2020 | 78 | 334,571 | CP.TO, RH, NOW, CHKP | 13F-HR | 2/16/2021 | 000121465921001967 |
| Q3 2020 | 66 | 111,198 | CDNS, NVDA, WST, SNPS | 13F-HR | 11/16/2020 | 000121465920009576 |
| Q2 2020 | 79 | 147,641 | ADBE, SNPS, OKTA, CDNS | 13F-HR | 10/22/2020 | 000121465920008807 |
| Q1 2020 | 30 | 48,335 | VRTX, ADBE, AWR, FSS | 13F-HR | 4/17/2020 | 000117266120001078 |
| Q4 2019 | 131 | 260,398 | TGT, ANSS, EL, AMED | 13F-HR | 1/30/2020 | 000117266120000266 |
| Q3 2019 | 109 | 217,292 | CTAS, ANSS, EL, AWR | 13F-HR | 10/25/2019 | 000117266119002062 |
| Q2 2019 | 111 | 218,536 | EEFT, PAYC, VEEV, NSC | 13F-HR | 8/5/2019 | 000117266119001615 |
| Q1 2019 | 99 | 194,721 | CDNS, EEFT, BAX, VEEV | 13F-HR | 5/10/2019 | 000117266119001143 |
| Q4 2018 | 69 | 102,077 | LLY, DECK, ORLY, AWR | 13F-HR | 2/12/2019 | 000117266119000395 |