Stocks Owned At One Point
49 POSITIONS ON RECORD
ZTS Zoetis Inc. PURCHASE
CDNS Cadence Design Systems, Inc. SOLD
MPWR Monolithic Power Systems, Inc. SOLD
INTU Intuit Inc. SOLD
LLY Eli Lilly and Company PURCHASE
MRVL Marvell Technology, Inc. PURCHASE
CMG Chipotle Mexican Grill, Inc. SOLD
TTD The Trade Desk, Inc. SOLD
NFLX Netflix, Inc. PURCHASE
PYPL PayPal Holdings, Inc. PURCHASE
NOW ServiceNow, Inc. PURCHASE
BRO Brown & Brown, Inc. SOLD
HWM Howmet Aerospace Inc. SOLD (PARTIAL)
PH Parker-Hannifin Corporation SOLD (PARTIAL)
FIX Comfort Systems USA, Inc. PURCHASE
ABT Abbott Laboratories SOLD
V Visa Inc. PURCHASE
PGR The Progressive Corporation PURCHASE
FTNT Fortinet, Inc. PURCHASE
TW Tradeweb Markets Inc. PURCHASE
CCL Carnival Corporation & plc PURCHASE
MOH Molina Healthcare, Inc. SOLD
IDXX IDEXX Laboratories, Inc. PURCHASE
DECK Deckers Outdoor Corporation SOLD
LRCX Lam Research Corporation PURCHASE
REGN Regeneron Pharmaceuticals, Inc. SOLD
APH Amphenol Corporation PURCHASE
NU Nu Holdings Ltd. SOLD
NVO Novo Nordisk A/S SOLD
ANET Arista Networks, Inc. PURCHASE
GDDY GoDaddy Inc. SOLD
DASH DoorDash, Inc. SOLD
IT Gartner, Inc. SOLD
JPM JPMorgan Chase & Co. SOLD
FCNCA First Citizens BancShares, Inc. SOLD
MSCI MSCI Inc. SOLD
AVGO Broadcom Inc. PURCHASE
EFX Equifax Inc. SOLD
ADSK Autodesk, Inc. PURCHASE
HOOD Robinhood Markets, Inc. SOLD
AMZN Amazon.com, Inc. PURCHASE
CHE Chemed Corporation SOLD
LMT Lockheed Martin Corporation SOLD
FDS FactSet Research Systems Inc. SOLD
RLI RLI Corp. SOLD (FULL)
MRK Merck & Co., Inc. SOLD (FULL)
SNPS Synopsys, Inc. SOLD (FULL)
APPF AppFolio Inc. SOLD (FULL)
MCK McKesson Corporation PURCHASE