| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 7,900 | 6,615,000 | 5.77% | ||
| 2 | ACTIVISION BLIZZARD INC | 143,000 | 6,335,000 | 5.53% | ||
| 3 | VISA INC | 76,000 | 6,285,000 | 5.49% | ||
| 4 | APPLIED MATLS INC | 165,000 | 4,975,000 | 4.34% | ||
| 5 | INTEL CORP | 110,000 | 4,153,000 | 3.63% | ||
| 6 | TWITTER INC | 180,000 | 4,149,000 | 3.62% | ||
| 7 | ANADARKO PETR | 65,000 | 4,118,000 | 3.59% | ||
| 8 | FACEBOOK INC | 31,500 | 4,041,000 | 3.53% | ||
| 9 | DANAHER CORP DEL | 50,000 | 3,920,000 | 3.42% | ||
| 10 | XILINX INC | 62,000 | 3,369,000 | 2.94% | ||
| 11 | HALLIBURTON | 75,000 | 3,366,000 | 2.94% | ||
| 12 | MARVELL TECHNOLOGY GROUP LTD | 250,000 | 3,318,000 | 2.90% | ||
| 13 | SCHLUMBERGER LTD | 40,000 | 3,146,000 | 2.75% | ||
| 14 | CELGENE CORP | 30,000 | 3,136,000 | 2.74% | ||
| 15 | MGM RESORTS INTERNATIONAL | 115,000 | 2,993,000 | 2.61% | ||
| 16 | NVIDIA CORPORATION | 43,000 | 2,946,000 | 2.57% | ||
| 17 | ON SEMICONDUCTOR CORP | 235,000 | 2,895,000 | 2.53% | ||
| 18 | MICROSOFT CORP | 50,000 | 2,880,000 | 2.51% | ||
| 19 | APACHE CORP | 45,000 | 2,874,000 | 2.51% | ||
| 20 | ADVANCED MICRO DEVICES INC COM | 400,000 | 2,764,000 | 2.41% | ||
| 21 | LAS VEGAS SANDS CORP | 45,000 | 2,589,000 | 2.26% | ||
| 22 | CYPRESS SEMICONDUCTRCORP | 200,000 | 2,432,000 | 2.12% | ||
| 23 | ETSY INC | 165,000 | 2,356,000 | 2.06% | ||
| 24 | CHESAPEAKE ENERGY CORP | 370,000 | 2,320,000 | 2.03% | ||
| 25 | MERCK & CO INC | 36,500 | 2,278,000 | 1.99% | ||
| 26 | HOME DEPOT INC | 17,400 | 2,239,000 | 1.95% | ||
| 27 | FORTIVE CORP | 43,000 | 2,189,000 | 1.91% | ||
| 28 | LOWES COS INC | 30,000 | 2,166,000 | 1.89% | ||
| 29 | WEIBO CORP | 41,000 | 2,056,000 | 1.79% | ||
| 30 | ARISTA NETWORKS INC COM | 24,000 | 2,042,000 | 1.78% | ||
| 31 | WORKDAY A | 22,000 | 2,017,000 | 1.76% | ||
| 32 | SHOPIFY INC | 46,000 | 1,974,000 | 1.72% | ||
| 33 | CORNERSTONE ONDEMAND INC | 35,000 | 1,608,000 | 1.40% | ||
| 34 | FUELCELL ENERGY INC | 249,999 | 1,355,000 | 1.18% | ||
| 35 | TROVAGENE INC COM NEW | 300,000 | 1,347,000 | 1.18% | ||
| 36 | VERMILLION INC | 1,000,000 | 1,300,000 | 1.13% | ||
| 37 | THERAPEUTICSMD INC | 180,000 | 1,226,000 | 1.07% | ||
| 38 | ISHARES | 30,000 | 1,012,000 | 0.88% | Put | |
| 39 | BP PLC | 22,500 | 791,000 | 0.69% | ||
| 40 | SWIFT TRANSPORTATION | 30,000 | 644,000 | 0.56% | ||
| 41 | WYNN RESORTS LTD | 3,500 | 341,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-008366, filed 2016.10.12).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
