Stocks Owned At One Point
23 POSITIONS ON RECORD
TRUP Trupanion, Inc. SOLD (PARTIAL)
NFLX Netflix, Inc. SOLD (FULL)
DXCM DexCom, Inc. SOLD (FULL)
AMZN Amazon.com, Inc. SOLD (FULL)
BABA Alibaba Group Holding Limited SOLD (FULL)
GOOGL Alphabet Inc. SOLD (FULL)
COHR Coherent, Inc. SOLD (FULL)
FISV Fiserv, Inc. PURCHASE
PTC PTC Inc. SOLD (FULL)
MIDD The Middleby Corporation SOLD (FULL)
QCOM QUALCOMM Incorporated PURCHASE
FDX FedEx Corporation SOLD (FULL)
CDW CDW Corporation SOLD (FULL)
ATR AptarGroup, Inc. SOLD (FULL)
RMD ResMed Inc. SOLD (FULL)
TTWO Take-Two Interactive Software, Inc. SOLD (FULL)
LIN Linde plc EXCHANGE
LH Labcorp Holdings Inc. SOLD (FULL)
ITW Illinois Tool Works Inc. SOLD (FULL)
PGR The Progressive Corporation SOLD (FULL)
AMAT Applied Materials, Inc. SOLD (FULL)
TDOC Teladoc Health, Inc. PURCHASE
JPM JPMorgan Chase & Co. SOLD (FULL)