| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | XEROX CORP | 47,000 | 410,000 | 0.08% | Call | |
| 2 | ROCKWELL AUTOMATION INC | 4,100 | 551,000 | 0.10% | Call | |
| 3 | LUMENTUM HLDGS INC COM | 14,400 | 557,000 | 0.10% | ||
| 4 | FINISAR CORP | 18,500 | 560,000 | 0.11% | ||
| 5 | MOODYS CORP | 6,300 | 594,000 | 0.11% | Call | |
| 6 | TIVO CORPORATION COM | 30,000 | 627,000 | 0.12% | ||
| 7 | UNITED STATES CELLULAR CORP | 16,200 | 708,000 | 0.13% | ||
| 8 | TECH DATA CORP | 8,500 | 720,000 | 0.14% | ||
| 9 | BROADCOM LTD | 4,300 | 760,000 | 0.14% | ||
| 10 | FISERV INC | 8,100 | 861,000 | 0.16% | ||
| 11 | FLEETCOR TECHNOLOGIES INC | 6,300 | 891,000 | 0.17% | ||
| 12 | MELLANOX TECHNOLOGIES LTD | 23,200 | 949,000 | 0.18% | ||
| 13 | FIREEYE INC | 85,400 | 1,016,000 | 0.19% | Call | |
| 14 | Pandora Media Inc | 85,100 | 1,110,000 | 0.21% | ||
| 15 | VERINT SYS INC | 32,300 | 1,138,000 | 0.21% | ||
| 16 | DISCOVERY COMMUNICATNS NEW | 41,500 | 1,138,000 | 0.21% | Call | |
| 17 | TERADYNE INC | 45,900 | 1,166,000 | 0.22% | ||
| 18 | VISA INC | 15,000 | 1,171,000 | 0.22% | ||
| 19 | HEWLETT PACKARD ENTERPRISE C | 51,000 | 1,180,000 | 0.22% | ||
| 20 | CORNING INC | 49,400 | 1,199,000 | 0.23% | Call | |
| 21 | JD COM INC | 47,800 | 1,217,000 | 0.23% | ||
| 22 | CINTAS CORP | 10,600 | 1,225,000 | 0.23% | ||
| 23 | WESTERN DIGITAL CORP | 20,900 | 1,420,000 | 0.27% | ||
| 24 | GRAINGER W W INC | 6,200 | 1,440,000 | 0.27% | Call | |
| 25 | SS&C TECHNOLOGIES HLDGS INC | 55,900 | 1,599,000 | 0.30% | Call | |
| 26 | FACEBOOK INC | 14,300 | 1,646,000 | 0.31% | ||
| 27 | HP INC | 117,500 | 1,744,000 | 0.33% | ||
| 28 | HD SUPPLY HLDGS INCORPORATED | 41,500 | 1,764,000 | 0.33% | ||
| 29 | SYMANTEC CORP | 74,500 | 1,780,000 | 0.33% | ||
| 30 | QORVO INC | 34,086 | 1,797,000 | 0.34% | ||
| 31 | INFOSYS LTD | 121,800 | 1,806,000 | 0.34% | Call | |
| 32 | F5 NETWORKS INC | 12,500 | 1,809,000 | 0.34% | Call | |
| 33 | CTRIP COM INTL LTD | 45,500 | 1,820,000 | 0.34% | ||
| 34 | SERVICENOW INC | 24,700 | 1,836,000 | 0.35% | Call | |
| 35 | ANSYS | 22,500 | 2,081,000 | 0.39% | ||
| 36 | TRINET GROUP INC COM | 91,500 | 2,345,000 | 0.44% | ||
| 37 | SCRIPPS NETWORKS INTERACT IN | 33,400 | 2,384,000 | 0.45% | Call | |
| 38 | MICROCHIP TECHNOLOGY | 37,200 | 2,386,000 | 0.45% | Put | |
| 39 | MICROCHIP TECHNOLOGY | 37,215 | 2,387,000 | 0.45% | ||
| 40 | KEYSIGHT TECHNOLOGIES INC COM | 66,300 | 2,425,000 | 0.46% | Call | |
| 41 | ASPEN TECHNOLOGY COM USD0.10 | 51,400 | 2,811,000 | 0.53% | ||
| 42 | AT&T INC | 68,100 | 2,896,000 | 0.54% | ||
| 43 | COMPUTER SCIENCES CORP | 49,900 | 2,965,000 | 0.56% | ||
| 44 | T MOBILE US INC | 51,800 | 2,979,000 | 0.56% | ||
| 45 | TIME WARNER INC | 30,900 | 2,983,000 | 0.56% | ||
| 46 | CHARTER COMMUNICATIONS INC N | 10,477 | 3,016,000 | 0.57% | ||
| 47 | MAXIM INTEGR | 78,600 | 3,032,000 | 0.57% | ||
| 48 | SKYWORKS SOLUTIONS INC | 45,600 | 3,404,000 | 0.64% | Call | |
| 49 | INTEL CORP | 95,200 | 3,453,000 | 0.65% | Call | |
| 50 | MICROSEMI CORP | 64,000 | 3,454,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001661140-17-000005, 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.
