|
Q3 2024
|
39 |
418,738 |
PANW, META, RACE, DDOG
|
13F-HR
|
11/14/2024 |
000142050624002424 |
|
Q2 2024
|
41 |
389,584 |
DDOG, PANW, META, RACE
|
13F-HR
|
8/14/2024 |
000142050624001442 |
|
Q1 2024
|
25 |
304,649 |
RACE, CYBR, DDOG, MANH
|
13F-HR
|
5/15/2024 |
000142050624000895 |
|
Q4 2023
|
25 |
302,791 |
DDOG, CYBR, RACE, MANH
|
13F-HR
|
2/14/2024 |
000142050624000350 |
|
Q3 2023
|
26 |
294,417 |
RACE, MANH, CYBR, DDOG
|
13F-HR
|
11/14/2023 |
000142050623002070 |
|
Q2 2023
|
27 |
308,204 |
RACE, MANH, DDOG, CSGP
|
13F-HR
|
8/14/2023 |
000142050623001533 |
|
Q1 2023
|
30 |
280,732 |
RACE, DT, IBKR, MSCI
|
13F-HR
|
5/15/2023 |
000142050623001098 |
|
Q4 2022
|
34 |
282,132 |
RACE, DT, CROX, DG
|
13F-HR
|
2/14/2023 |
000142050623000485 |
|
Q3 2022
|
36 |
276,977 |
CMG, RACE, DT, ORLY
|
13F-HR
|
11/14/2022 |
000142050622002061 |
|
Q2 2022
|
34 |
283,036 |
DDOG, CMG, RACE, DT
|
13F-HR
|
8/15/2022 |
000142050622001607 |
|
Q1 2022
|
32 |
428,165 |
DDOG, CHGG, MSFT, DAVA
|
13F-HR
|
5/16/2022 |
000142050622000960 |
|
Q4 2021
|
34 |
534,355 |
DDOG, TWLO, MSFT, OKTA
|
13F-HR
|
2/14/2022 |
000142050622000332 |
|
Q3 2021
|
35 |
365,577 |
TWLO, CHGG, SONO, OKTA
|
13F-HR
|
11/15/2021 |
000142050621001577 |
|
Q2 2021
|
36 |
382,586 |
TWLO, CHGG, PTON, PINS
|
13F-HR
|
8/16/2021 |
000142050621001163 |
|
Q1 2021
|
29 |
311,558 |
TWLO, CHGG, RH, SONO
|
13F-HR
|
5/17/2021 |
000142050621000706 |
|
Q4 2020
|
26 |
228,477 |
TWLO, PINS, TEAM.MX, CHGG
|
13F-HR
|
2/16/2021 |
000142050621000264 |
|
Q3 2020
|
28 |
200,454 |
TWLO, COUP, TEAM.MX, PINS
|
13F-HR
|
11/16/2020 |
000142050620001288 |
|
Q2 2020
|
25 |
176,980 |
TWLO, COUP, TEAM.MX, SMAR
|
13F-HR
|
8/13/2020 |
000142050620000889 |
|
Q1 2020
|
22 |
116,248 |
TEAM.MX, CHWY, ZS, TWLO
|
13F-HR
|
5/14/2020 |
000142050620000554 |
|
Q4 2019
|
22 |
137,791 |
IAC, PLNT, AYX, TWLO
|
13F-HR
|
2/13/2020 |
000142050620000202 |