|
Q3 2023
|
22 |
395,009 |
MELI, APO, AMZN, CCK
|
13F-HR
|
11/14/2023 |
000142050623002057 |
|
Q2 2023
|
21 |
381,496 |
AMZN, APO, MELI, CCK
|
13F-HR
|
8/14/2023 |
000142050623001561 |
|
Q1 2023
|
16 |
320,198 |
APO, MELI, CCK, ATVI
|
13F-HR
|
5/15/2023 |
000142050623001073 |
|
Q4 2022
|
17 |
289,795 |
APO, CCK, MELI, AMZN
|
13F-HR
|
2/14/2023 |
000142050623000540 |
|
Q3 2022
|
20 |
269,694 |
AMZN, CRM, CCK, APO
|
13F-HR
|
11/14/2022 |
000142050622002286 |
|
Q2 2022
|
21 |
280,054 |
CRM, AMZN, CCK, APO
|
13F-HR
|
8/15/2022 |
000142050622001683 |
|
Q1 2022
|
20 |
289,611 |
AMZN, CRM, AYX, CCK
|
13F-HR
|
5/16/2022 |
000117266122001391 |
|
Q4 2021
|
15 |
102,711 |
AMZN, CRM, FUN, MDB
|
NEW HOLDINGS
|
2/15/2022 |
000117266122000978 |
|
Q4 2021
|
14 |
95,243 |
AMZN, CRM, FUN, MDB
|
13F-HR
|
2/14/2022 |
000117266122000782 |
|
Q3 2021
|
17 |
100,728 |
CRM, AYX calls, FUN, MNTV
|
13F-HR
|
11/15/2021 |
000117266121002395 |
|
Q2 2021
|
16 |
110,176 |
CRM, AMZN, FUN, ADBE
|
RESTATEMENT
|
8/19/2021 |
000117266121001897 |
|
Q1 2021
|
16 |
103,025 |
FUN, CACI, CCK, CRM
|
13F-HR
|
5/17/2021 |
000117266121001346 |
|
Q4 2020
|
15 |
127,621 |
PS, FUN, CACI, CRM
|
13F-HR
|
2/16/2021 |
000117266121000731 |
|
Q3 2020
|
23 |
113,642 |
AMZN, CRM, PRO, CCK
|
13F-HR
|
11/16/2020 |
000117266120002236 |
|
Q2 2020
|
16 |
81,216 |
CCK, AMZN, PRO, CRM
|
RESTATEMENT
|
8/14/2020 |
000117266120001820 |
|
Q2 2020
|
3 |
17,251 |
PS, FTCH, PLURALSIGHT INC
|
NEW HOLDINGS
|
8/14/2020 |
000117266120001821 |
|
Q2 2020
|
1 |
2,671 |
MARRIOTT VACTINS WORLDWID CO
|
NEW HOLDINGS
|
8/14/2020 |
000117266120001762 |
|
Q1 2020
|
22 |
204,772 |
IWM calls, IWM puts, CCK, PS
|
13F-HR
|
5/14/2020 |
000117266120001208 |
|
Q4 2019
|
18 |
159,851 |
PS, DHI, SAP, CCK
|
13F-HR
|
2/14/2020 |
000117266120000742 |