| Q2 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2018, 16:17 |
| Q1 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
15 May 2018, 16:12 |
| Q4 2017 |
62 |
$106,625,000 |
+$16,207,286 |
-$27,072,764 |
-$10,865,478 |
DISH NETWORK CORP, QIAGEN NV, TESLA INC, CITRIX SYS INC, DYCOM INDS INC
|
13F-HR |
14 Feb 2018, 16:10 |
| Q3 2017 |
59 |
$116,832,000 |
+$18,724,433 |
-$60,930,311 |
-$42,205,878 |
QIAGEN NV, DISH NETWORK CORP, TESLA INC, PRICELINE GRP INC, MICRON TECHNOLOGY INC
|
13F-HR |
14 Nov 2017, 16:12 |
| Q2 2017 |
60 |
$155,143,000 |
+$15,474,053 |
-$23,045,697 |
-$7,571,644 |
QIAGEN NV, PRICELINE GRP INC, SALESFORCE COM INC, TESLA INC, INTEL CORP
|
13F-HR |
14 Aug 2017, 14:40 |
| Q1 2017 |
59 |
$158,634,000 |
+$12,608,027 |
-$33,403,137 |
-$20,795,110 |
PRICELINE GRP INC, INTEL CORP, SALESFORCE COM INC, SERVICENOW INC, MICRON TECHNOLOGY INC
|
13F-HR |
15 May 2017, 16:10 |
| Q4 2016 |
59 |
$172,362,000 |
+$37,682,210 |
-$61,248,549 |
-$23,566,339 |
INTEL CORP, PRICELINE GRP INC, ON SEMICONDUCTOR CORP, ISIS PHARMACEUTICALS INC DEL, SALESFORCE COM INC
|
13F-HR |
14 Feb 2017, 16:07 |
| Q3 2016 |
63 |
$194,647,000 |
+$15,112,451 |
-$29,913,942 |
-$14,801,491 |
INTEL CORP, NVIDIA CORP, NXP SEMICONDUCTORS N V, NATIONAL HEALTH INVS INC, PRICELINE GRP INC
|
13F-HR |
14 Nov 2016, 16:31 |
| Q2 2016 |
66 |
$191,259,000 |
+$18,923,531 |
-$25,014,188 |
-$6,090,657 |
NVIDIA CORP, INTEL CORP, NATIONAL HEALTH INVS INC, SALESFORCE COM INC, PRICELINE GRP INC
|
13F-HR |
15 Aug 2016, 17:10 |
| Q1 2016 |
66 |
$191,945,000 |
+$9,018,100 |
-$62,255,131 |
-$53,237,031 |
INTEL CORP, NVIDIA CORP, PRICELINE GRP INC, NATIONAL HEALTH INVS INC, SALESFORCE COM INC
|
13F-HR |
16 May 2016, 16:04 |
| Q4 2015 |
70 |
$252,284,000 |
+$78,242,770 |
-$36,371,503 |
+$41,871,267 |
NVIDIA CORP, TWITTER INC, YANDEX NV, INTEL CORP, PRICELINE GRP INC
|
13F-HR |
16 Feb 2016, 16:03 |
| Q3 2015 |
64 |
$203,678,000 |
+$26,023,811 |
-$37,602,901 |
-$11,579,090 |
NVIDIA CORP, YANDEX NV, INTEL CORP, YAHOO INC, PRICELINE GRP INC
|
13F-HR |
16 Nov 2015, 16:09 |
| Q2 2015 |
61 |
$223,613,000 |
+$35,120,064 |
-$20,809,667 |
+$14,310,397 |
NVIDIA CORP, YANDEX NV, YAHOO INC, INTEL CORP, ILLUMINA INC
|
13F-HR |
14 Aug 2015, 16:04 |
| Q1 2015 |
57 |
$208,373,000 |
+$46,670,924 |
-$32,733,357 |
+$13,937,567 |
NVIDIA CORP, INTEL CORP, YAHOO INC, YANDEX NV, MEDIDATA SOLUTIONS INC
|
13F-HR |
15 May 2015, 16:18 |
| Q4 2014 |
48 |
$191,813,000 |
+$75,344,712 |
-$76,257,665 |
-$912,953 |
INCYTE CORP, MEDIDATA SOLUTIONS INC, NVIDIA CORP, INTEL CORP, TRULIA INC
|
13F-HR |
17 Feb 2015, 16:06 |
| Q3 2014 |
50 |
$191,656,000 |
+$26,649,519 |
-$75,502,518 |
-$48,852,999 |
ICONIX BRAND GROUP INC, CONCUR TECHNOLOGIES INC, INTEL CORP, MEDIDATA SOLUTIONS INC, SALESFORCE COM INC
|
13F-HR |
14 Nov 2014, 16:01 |
| Q2 2014 |
54 |
$247,239,000 |
+$46,667,896 |
-$60,735,154 |
-$14,067,258 |
ICONIX BRAND GROUP INC, XILINX INC, MICRON TECHNOLOGY INC, NOVELLUS SYS INC, STILLWATER MNG CO
|
13F-HR |
14 Aug 2014, 16:04 |
| Q1 2014 |
51 |
$247,958,000 |
+$54,407,961 |
-$58,049,031 |
-$3,641,070 |
ICONIX BRAND GROUP INC, XILINX INC, MICRON TECHNOLOGY INC, NOVELLUS SYS INC, RYLAND GROUP INC
|
13F-HR |
15 May 2014, 16:02 |
| Q4 2013 |
55 |
$243,645,000 |
$0 |
$0 |
$0 |
GILEAD SCIENCES INC, ICONIX BRAND GROUP INC, RYLAND GROUP INC, XILINX INC, INTEL CORP
|
13F-HR |
14 Feb 2014, 16:12 |