| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 37 | 174,814 | NVDA, ORLY, COST, ISRG | 13F-HR | 4/16/2025 | 000175496025000213 |
| Q4 2024 | 35 | 176,781 | NVDA, COST, DKS, ISRG | 13F-HR | 1/29/2025 | 000175496025000083 |
| Q3 2024 | 34 | 163,469 | NVDA, COST, DKS, ORLY | 13F-HR | 10/18/2024 | 000175496024000513 |
| Q2 2024 | 33 | 159,600 | NVDA, COST, DKS, LRCX | 13F-HR | 8/6/2024 | 000175496024000402 |
| Q1 2024 | 33 | 151,875 | NVDA, DKS, CPRT, ORLY | 13F-HR | 4/16/2024 | 000175496024000141 |
| Q4 2023 | 33 | 137,208 | NVDA, COST, CPRT, ORLY | 13F-HR | 1/8/2024 | 000175496024000003 |
| Q3 2023 | 36 | 125,576 | NVDA, ORLY, COST, CPRT | 13F-HR | 10/16/2023 | 000175496023000281 |
| Q2 2023 | 37 | 126,746 | NVDA, ORLY, AAPL, CPRT | 13F-HR | 7/24/2023 | 000175496023000209 |
| Q1 2023 | 36 | 111,829 | NVDA, ORLY, CPRT, TSCO | 13F-HR | 4/21/2023 | 000175496023000112 |
| Q4 2022 | 35 | 92,159 | ORLY, TSCO, COST, JNJ | 13F-HR | 1/26/2023 | 000175496023000037 |
| Q3 2022 | 35 | 88,662 | ORLY, COST, TSCO, AAPL | 13F-HR | 10/27/2022 | 000175496022000279 |
| Q2 2022 | 29 | 91,910 | COST, ORLY, JNJ, TSCO | 13F-HR | 7/14/2022 | 000175496022000180 |
| Q1 2022 | 28 | 112,885 | NVDA, COST, TSCO, AAPL | 13F-HR | 5/4/2022 | 000175496022000125 |
| Q4 2021 | 30 | 132,894 | NVDA, COST, ACN, HD | 13F-HR | 2/14/2022 | 000175496022000063 |