Stocks Owned At One Point
31 POSITIONS ON RECORD
UPST Upstart Holdings, Inc. PURCHASE
TTD The Trade Desk, Inc. PURCHASE
HUBS HubSpot, Inc. PURCHASE
AVGO Broadcom Inc. SOLD
V Visa Inc. PURCHASE
MU Micron Technology, Inc. PURCHASE
SCHW The Charles Schwab Corporation PURCHASE
WAL Western Alliance Bancorporation SOLD
LH Labcorp Holdings Inc. PURCHASE
FTNT Fortinet, Inc. SOLD
CRM Salesforce, Inc. SOLD
PAYC Paycom Software, Inc. SOLD
LRCX Lam Research Corporation SOLD
ANET Arista Networks, Inc. SOLD
TTWO Take-Two Interactive Software, Inc. SOLD
NOW ServiceNow, Inc. PURCHASE
ULTA Ulta Beauty, Inc. SOLD
LCII LCI Industries PURCHASE
FIVE Five Below, Inc. PURCHASE
DIS The Walt Disney Company PURCHASE
AXP American Express Company SOLD
AMZN Amazon.com, Inc. SOLD
ADBE Adobe Inc. PURCHASE
KNSL Kinsale Capital Group, Inc. PURCHASE
MSFT Microsoft Corporation SOLD
RH Rh PURCHASE
MELI MercadoLibre, Inc. SOLD
AMD Advanced Micro Devices, Inc. PURCHASE
MNST Monster Beverage Corporation SOLD
TSCO Tractor Supply Company SOLD
CNI Canadian National Railway Company SOLD