| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 3,197 | 215,000 | 0.01% | ||
| 2 | PFIZER INC | 7,125 | 229,000 | 0.01% | ||
| 3 | ECOLAB INC | 2,125 | 229,000 | 0.01% | ||
| 4 | Walgreens | 3,635 | 240,000 | 0.01% | ||
| 5 | HOME DEPOT INC | 3,100 | 245,000 | 0.01% | ||
| 6 | CULLEN FROST BANKERS INC | 3,200 | 248,000 | 0.01% | ||
| 7 | PAYCHEX INC | 5,950 | 253,000 | 0.01% | ||
| 8 | GREEN DOT CORP CL A | 13,805 | 270,000 | 0.01% | ||
| 9 | SPDR S&P 500 ETF TR | 1,662 | 311,000 | 0.01% | ||
| 10 | NOVO-NORDISK A S | 8,175 | 373,000 | 0.01% | ||
| 11 | DISNEY WALT CO | 4,905 | 393,000 | 0.01% | ||
| 12 | VISA INC | 1,820 | 393,000 | 0.01% | ||
| 13 | GENERAL ELECTRIC CO | 15,500 | 401,000 | 0.01% | ||
| 14 | SCHLUMBERGER LTD | 4,200 | 410,000 | 0.01% | ||
| 15 | JOHNSON & JOHNSON | 4,700 | 462,000 | 0.02% | ||
| 16 | VERIZON COMMUNICATIONS INC | 10,150 | 483,000 | 0.02% | ||
| 17 | BLACKROCK INC | 1,550 | 487,000 | 0.02% | ||
| 18 | MCKESSON CORP | 3,055 | 539,000 | 0.02% | ||
| 19 | NORDSTROM INC | 9,503 | 593,000 | 0.02% | ||
| 20 | STARBUCKS CORP | 8,110 | 595,000 | 0.02% | ||
| 21 | CARE COM INC | 42,000 | 695,000 | 0.02% | ||
| 22 | APPLE INC | 2,035 | 1,092,000 | 0.04% | ||
| 23 | PALO ALTO NETWORKS INC | 16,390 | 1,124,000 | 0.04% | ||
| 24 | CRITEO S A | 28,650 | 1,162,000 | 0.04% | ||
| 25 | QIHOO 360 TECHNOLOGY CO LTD | 20,638 | 2,055,000 | 0.07% | ||
| 26 | TABLEAU SOFTWARE INC | 30,000 | 2,282,000 | 0.08% | ||
| 27 | MITEK SYS INC | 1,703,900 | 6,594,000 | 0.24% | ||
| 28 | ENVESTNET INC | 321,900 | 12,934,000 | 0.46% | ||
| 29 | WORKDAY INC | 155,925 | 14,256,000 | 0.51% | ||
| 30 | FIREEYE INC | 291,110 | 17,924,000 | 0.64% | ||
| 31 | FLUIDIGM CORP DEL COM | 448,000 | 19,743,000 | 0.71% | ||
| 32 | CHIPOTLE MEXICAN GRILL INC | 36,010 | 20,455,000 | 0.73% | ||
| 33 | IPC THE HOSPITALIST CO | 432,676 | 21,236,000 | 0.76% | ||
| 34 | QUALCOMM INC | 287,300 | 22,656,000 | 0.81% | ||
| 35 | SERVICENOW INC | 380,470 | 22,798,000 | 0.82% | ||
| 36 | ROCKET FUEL INC | 533,510 | 22,877,000 | 0.82% | ||
| 37 | VINCE HLDG CORP | 980,900 | 25,857,000 | 0.93% | ||
| 38 | F5 NETWORKS INC | 250,530 | 26,714,000 | 0.96% | ||
| 39 | PACCAR INC | 412,060 | 27,789,000 | 1.00% | ||
| 40 | TWITTER INC | 605,255 | 28,247,000 | 1.01% | ||
| 41 | SPLUNK INC | 397,750 | 28,435,000 | 1.02% | ||
| 42 | PayPal | 1,505,865 | 29,394,000 | 1.05% | ||
| 43 | ARTISAN PARTNERS ASSET MGMT | 596,500 | 38,325,000 | 1.37% | ||
| 44 | SALIX PHARMACEUTICALS INC | 392,050 | 40,620,000 | 1.45% | ||
| 45 | MERCADOLIBRE INC | 501,480 | 47,696,000 | 1.71% | ||
| 46 | HOMEAWAY INC | 1,276,300 | 48,078,000 | 1.72% | ||
| 47 | MICHAEL KORS HLDGS LTD | 554,015 | 51,673,000 | 1.85% | ||
| 48 | LULULEMON ATHLETICA INC | 1,015,480 | 53,404,000 | 1.91% | ||
| 49 | EBAY INC | 971,680 | 53,676,000 | 1.92% | ||
| 50 | FINANCIAL ENGINES INC | 1,072,830 | 54,478,000 | 1.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-14-000006, filed 2014.05.12).
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.
