| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS | 65,810 | 8,230,000 | 6.76% | ||
| 2 | SERVICENOW INC | 103,500 | 7,694,000 | 6.32% | ||
| 3 | APPLE INC | 62,500 | 7,239,000 | 5.94% | ||
| 4 | AMAZON COM INC | 9,340 | 7,004,000 | 5.75% | ||
| 5 | ATHENA HEALTH INC. | 61,080 | 6,424,000 | 5.27% | ||
| 6 | MICRON TECHNOLOGY INC | 258,560 | 5,668,000 | 4.65% | ||
| 7 | LULULEMON ATHLETICA | 82,770 | 5,379,000 | 4.42% | ||
| 8 | NVIDIA CORPORATION | 50,000 | 5,337,000 | 4.38% | Put | |
| 9 | SPLUNK | 98,420 | 5,034,000 | 4.13% | ||
| 10 | WESTERN DIGITAL CORP | 73,120 | 4,969,000 | 4.08% | ||
| 11 | BROADCOM LTD | 24,900 | 4,402,000 | 3.61% | ||
| 12 | CAVIUM INC | 64,100 | 4,002,000 | 3.29% | ||
| 13 | SILICON LABORATORIES INC | 58,900 | 3,829,000 | 3.14% | ||
| 14 | PVH CORPORATION | 41,670 | 3,760,000 | 3.09% | ||
| 15 | FACEBOOK INC | 30,000 | 3,452,000 | 2.83% | Call | |
| 16 | VEEVA SYS INC | 82,700 | 3,366,000 | 2.76% | ||
| 17 | MACYS INC | 90,000 | 3,223,000 | 2.65% | ||
| 18 | COACH INC | 90,000 | 3,152,000 | 2.59% | ||
| 19 | DOLLAR TREE INC | 40,000 | 3,087,000 | 2.53% | ||
| 20 | MAXLINEAR INC COM | 140,000 | 3,052,000 | 2.51% | ||
| 21 | 2U, Inc. | 98,000 | 2,955,000 | 2.43% | ||
| 22 | ALPHABET INC | 3,640 | 2,885,000 | 2.37% | ||
| 23 | BRISTOL MYERS SQUIBB CO | 48,740 | 2,848,000 | 2.34% | ||
| 24 | ALPHABET INC | 3,420 | 2,640,000 | 2.17% | ||
| 25 | NORDSTROM INC | 50,000 | 2,397,000 | 1.97% | ||
| 26 | LAS VEGAS SANDS CORP | 40,000 | 2,136,000 | 1.75% | ||
| 27 | TRACTOR SUPPLY CO | 25,000 | 1,895,000 | 1.56% | ||
| 28 | EDWARDS LIFESCIENCES CORP | 20,000 | 1,874,000 | 1.54% | ||
| 29 | L BRANDS INC | 25,000 | 1,646,000 | 1.35% | ||
| 30 | JAZZ PHARMACEUTICALS PLC SHS USD | 14,630 | 1,595,000 | 1.31% | ||
| 31 | VINCE HLDG CORP | 155,000 | 628,000 | 0.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001314273-17-000002, filed 2017.02.13).
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.
