|
Q2 2025
|
17 |
1,175,504 |
SN, RBLX, RUN, ZETA
|
13F-HR
|
8/14/2025 |
000176804125000004 |
|
Q1 2025
|
15 |
1,027,113 |
CYBR, KSPI.IL, BIRK, SN
|
13F-HR
|
5/15/2025 |
000176804125000002 |
|
Q4 2024
|
16 |
1,350,617 |
RBLX, CYBR, ZIM puts, RUN
|
13F-HR
|
2/14/2025 |
000176804125000001 |
|
Q3 2024
|
15 |
1,750,889 |
CYBR, RBLX, PYPL, RMD
|
13F-HR
|
11/14/2024 |
000176804124000006 |
|
Q2 2024
|
19 |
1,591,945 |
CYBR, PLNT, PYPL, RUN
|
NEW HOLDINGS
|
8/21/2024 |
000176804124000004 |
|
Q2 2024
|
18 |
1,498,412 |
CYBR, PLNT, PYPL, RUN
|
13F-HR
|
8/14/2024 |
000176804124000003 |
|
Q1 2024
|
16 |
1,303,432 |
CYBR, PLNT, PYPL, RUN
|
13F-HR
|
5/15/2024 |
000176804124000002 |
|
Q4 2023
|
15 |
1,174,768 |
RUN, CYBR, PLNT, PVH
|
13F-HR
|
2/14/2024 |
000176804124000001 |
|
Q3 2023
|
19 |
1,139,067 |
CYBR, ENPH, KR, PVH
|
13F-HR
|
11/14/2023 |
000176804123000003 |
|
Q2 2023
|
19 |
1,459,334 |
CYBR, PVH, 2U INC, FCN
|
13F-HR
|
8/14/2023 |
000176804123000002 |
|
Q1 2023
|
20 |
1,586,577 |
TENB, 2U INC, FCN, KR
|
13F-HR
|
5/15/2023 |
000176804123000001 |
|
Q4 2022
|
17 |
1,124,218 |
TENB, FCN, XM, KR
|
13F-HR
|
2/14/2023 |
000170365823000002 |
|
Q3 2022
|
14 |
972,648 |
ZIM puts, TENB, FCN, XM
|
13F-HR
|
11/14/2022 |
000176804122000005 |
|
Q2 2022
|
16 |
917,042 |
TENB, RUN, ENPH, ADNT
|
13F-HR
|
8/15/2022 |
000176804122000004 |
|
Q1 2022
|
15 |
886,300 |
TENB, ENPH, MSP, SAIL
|
13F-HR
|
5/16/2022 |
000176804122000003 |
|
Q4 2021
|
13 |
814,546 |
TENB, TWOU, MSP, CARS
|
13F-HR
|
2/11/2022 |
000176804122000002 |
|
Q3 2021
|
12 |
829,060 |
TWOU, TENB, ENPH, MSP
|
13F-HR
|
11/12/2021 |
000176804121000009 |
|
Q2 2021
|
12 |
906,585 |
TWOU, TENB, MDLA, FCN
|
13F-HR
|
8/16/2021 |
000176804121000007 |
|
Q1 2021
|
14 |
918,635 |
PTON puts, FCN, TWOU, TENB
|
RESTATEMENT
|
5/24/2021 |
000176804121000005 |
|
Q4 2020
|
16 |
1,043,651 |
AER puts, AAL puts, FCN, TWOU
|
RESTATEMENT
|
2/16/2021 |
000176804121000003 |
|
Q3 2020
|
15 |
646,089 |
AAL puts, FCN, MDLA, TWOU
|
RESTATEMENT
|
11/16/2020 |
000176804120000005 |
|
Q2 2020
|
14 |
649,329 |
UAL puts, AAL puts, FCN, ROKU
|
13F-HR
|
8/14/2020 |
000176804120000003 |
|
Q1 2020
|
11 |
380,416 |
DBX, TENB, ZNGA, FCN
|
13F-HR
|
5/15/2020 |
000176804120000002 |
|
Q4 2019
|
12 |
405,567 |
TENB, ENPH, PLCE, CVNA
|
13F-HR
|
2/14/2020 |
000176804120000001 |
|
Q3 2019
|
10 |
334,106 |
PLCE, ZNGA, CRTO, AMC
|
13F-HR
|
11/14/2019 |
000176804119000004 |
|
Q2 2019
|
11 |
390,469 |
CVNA, ENPH, CRTO, ZNGA
|
13F-HR
|
8/14/2019 |
000176804119000003 |
|
Q1 2019
|
13 |
373,050 |
ENPH, CVNA, FCN, PLCE
|
13F-HR
|
5/15/2019 |
000176804119000002 |
|
Q4 2018
|
12 |
211,425 |
FCN, GT, CVNA, ALRM
|
13F-HR
|
2/14/2019 |
000176804119000001 |