Stocks Owned At One Point
18 POSITIONS ON RECORD
TRUP Trupanion, Inc. EXCHANGE
DXCM DexCom, Inc. SOLD (FULL)
TTD The Trade Desk, Inc. SOLD (FULL)
FISV Fiserv, Inc. SOLD (FULL)
TDOC Teladoc Health, Inc. SOLD (FULL)
QCOM QUALCOMM Incorporated SOLD (FULL)
PGR The Progressive Corporation SOLD (FULL)
COHR Coherent, Inc. SOLD (FULL)
PTC PTC Inc. SOLD (FULL)
MIDD The Middleby 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)
LH Labcorp Holdings Inc. SOLD (FULL)
ULTA Ulta Beauty, Inc. SOLD (FULL)
ITW Illinois Tool Works Inc. SOLD (FULL)
AMAT Applied Materials, Inc. SOLD (FULL)