| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 33 | 99,838 | MSFT, AMZN, NOW, AXON | 13F-HR | 11/13/2024 | 000137647424000664 |
| Q2 2024 | 35 | 97,168 | MSFT, AMZN, NOW, HUBS | 13F-HR | 8/13/2024 | 000137647424000428 |
| Q1 2024 | 36 | 99,359 | MSFT, AMZN, NOW, HUBS | 13F-HR | 5/13/2024 | 000137647424000236 |
| Q4 2023 | 33 | 90,570 | MSFT, AMZN, NOW, HUBS | 13F-HR | 2/13/2024 | 000137647424000096 |
| Q3 2023 | 31 | 77,508 | MSFT, AMZN, NOW, HUBS | 13F-HR | 11/13/2023 | 000137647423000485 |
| Q2 2023 | 35 | 83,067 | MSFT, AMZN, NOW, HUBS | 13F-HR | 8/10/2023 | 000137647423000401 |
| Q1 2023 | 31 | 72,176 | MSFT, HUBS, NOW, AMZN | 13F-HR | 5/9/2023 | 000137647423000290 |
| Q4 2022 | 32 | 104,153 | SRPT, HUBS, INSP, NCNO | 13F-HR | 2/14/2023 | 000137647423000123 |
| Q3 2022 | 33 | 103,979 | NCNO, HUBS, SRPT, AMZN | 13F-HR | 11/10/2022 | 000137647422000447 |
| Q2 2022 | 35 | 91,847 | HUBS, NCNO, GOOGL, NOW | 13F-HR | 8/11/2022 | 000137647422000358 |
| Q1 2022 | 38 | 143,889 | HUBS, BMBL, AMZN, GOOGL | 13F-HR | 5/13/2022 | 000137647422000255 |
| Q4 2021 | 41 | 208,267 | NCNO, TWLO, HUBS, PINS | 13F-HR | 2/11/2022 | 000137647422000116 |
| Q3 2021 | 46 | 225,351 | HUBS, ZS, SE, NCNO | 13F-HR | 11/12/2021 | 000137647421000401 |
| Q2 2021 | 41 | 216,831 | ZS, HUBS, PTON, PINS | 13F-HR | 8/12/2021 | 000137647421000256 |
| Q1 2021 | 40 | 169,142 | HUBS, SE, ZS, PTON | 13F-HR | 5/14/2021 | 000137647421000154 |
| Q4 2020 | 41 | 131,189 | ZS, HUBS, SE, PTON | 13F-HR | 2/10/2021 | 000137647421000057 |