Steady Growth

Invested Amount:

Time
Total
CAR
MDD
Calmar
Avg CAR
Avg MDD
YTD
2.4%
n/a
13.4%
n/a
n/a
13.4%
3 mo
-2.4%
n/a
9.2%
n/a
n/a
9.2%
6 mo
17.2%
n/a
9.2%
n/a
n/a
9.2%
1 year
3.5%
3.5%
16.4%
0.2
3.5%
16.4%
3 years
172.9%
39.7%
16.4%
2.4
32.8%
6.8%
5 years
416.6%
38.9%
16.4%
2.4
34.7%
9.5%
10 years
3044.3%
41.1%
26.6%
1.5
41.3%
11.2%
All
47844.1%
34.2%
27.2%
1.3
37.3%
12.1%
Risk Controls / Metrics
Max Alloc / Sym
50.0%
Fully Invested?
Yes
Avoid Earnings?
Yes

Compare

Time

ALL

Total

47844.1%

CAR

34.2%

MDD

27.2%

Calmar

1.3

Avg CAR

37.3%

Avg MDD

12.1%
*All statistics include broker commissions and fees.

About "Steady Growth"

The Steady Growth OmniFund is designed to deliver consistent profits while avoiding substantial drawdowns. It focuses on high-cap stocks included in the NASDAQ 100 index.
This OmniFund will look to trade up to three of the strongest stocks at a time if the index is bullish, but it will go to cash if the market is showing weakness or if the market suffers a selloff. It does not trade through earnings reports for additional protection.
Switching method: Market-on-Close
Total Return:
47844.1%
CAR:
34.2%
MDD:
27.2%
CALMAR:
1.3
AvgAnnualCAR:
37.3%
AvgAnnualMDD:
12.1%
NumTradesPerYear:
369.0

Please login into MyOmniFunds to see the most recent trades.
12/11/2025
Hold
12/10/2025
cash
45.24%
EA
4.76%
MU
50%
12/09/2025
Hold
12/08/2025
cash
45.24%
MU
50%
ROST
4.76%
12/05/2025
Hold
12/04/2025
Hold
12/03/2025
Hold
12/02/2025
Hold
12/01/2025
Hold
11/28/2025
Hold
11/27/2025
Hold
11/26/2025
Hold
11/25/2025
cash
45.24%
AVGO
50%
EA
4.76%
11/24/2025
Hold
11/21/2025
Hold
11/20/2025
Hold
11/19/2025
Hold
11/18/2025
Hold
11/17/2025
Hold
11/14/2025
Hold
11/13/2025
cash
50%
EA
50%
11/12/2025
cash
45.24%
EA
4.76%
MU
50%
11/11/2025
Hold
11/10/2025
cash
45.24%
AEP
4.76%
NVDA
50%
11/07/2025
Hold
11/06/2025
Hold
11/05/2025
Hold
11/04/2025
cash
50%
EA
50%
11/03/2025
cash
45.24%
AMAT
50%
EA
4.76%
10/31/2025
cash
45.24%
EA
4.76%
NVDA
50%
10/30/2025
Hold
10/29/2025
cash
45.24%
AMD
50%
EA
4.76%
10/28/2025
Hold
10/27/2025
Hold
10/24/2025
Hold
10/23/2025
cash
45.24%
AMD
50%
EXC
4.76%
10/22/2025
Hold
10/21/2025
Hold
10/20/2025
Hold
10/17/2025
cash
45.24%
AMD
50%
EA
4.76%
10/16/2025
cash
30%
EA
20%
XEL
50%
10/15/2025
Hold
10/14/2025
Hold
10/13/2025
cash
45.24%
EA
4.76%
TSLA
50%
10/10/2025
Hold
10/09/2025
cash
30%
AMD
50%
EA
4%
XEL
16%
10/08/2025
Hold
10/07/2025
cash
30%
MNST
20%
XEL
50%
10/06/2025
cash
30%
NVDA
4%
TSLA
50%
XEL
16%
10/03/2025
cash
30%
MU
50%
PANW
4%
XEL
16%
10/02/2025
Hold
10/01/2025
cash
30%
MNST
4%
TSLA
50%
XEL
16%
09/30/2025
Hold
09/29/2025
cash
30%
KLAC
4%
TSLA
50%
XEL
16%
09/26/2025
Hold
09/25/2025
cash
50%
XEL
50%
09/24/2025
Hold
09/23/2025
Hold
09/22/2025
Hold
09/19/2025
cash
45.24%
GOOG
4.76%
TSLA
50%
09/18/2025
Hold
09/17/2025
cash
45.24%
MNST
4.76%
TSLA
50%
09/16/2025
Hold
09/15/2025
cash
45.24%
KLAC
4.76%
TSLA
50%
09/12/2025
Hold
09/11/2025
Hold
09/10/2025
Hold
09/09/2025
Hold
09/08/2025
Hold
09/05/2025
cash
45.24%
ORLY
4.76%
TSLA
50%
09/04/2025
Hold
09/03/2025
Hold
09/02/2025
cash
100%
08/29/2025
Hold
08/28/2025
cash
45.24%
FAST
4.76%
TSLA
50%
08/27/2025
Hold
08/26/2025
cash
45.24%
AVGO
50%
GOOG
4.76%
08/25/2025
Hold
08/22/2025
cash
50%
AAPL
50%
08/21/2025
Hold
08/20/2025
Hold
08/19/2025
Hold
08/18/2025
cash
50%
FAST
50%
08/15/2025
Hold
08/14/2025
cash
45.24%
KLAC
4.76%
NVDA
50%
08/13/2025
Hold
08/12/2025
cash
45.24%
AVGO
4.76%
NVDA
50%
08/11/2025
Hold
08/08/2025
cash
30%
FAST
4%
NVDA
50%
XEL
16%
08/07/2025
Hold
08/06/2025
Hold
08/05/2025
Hold
08/04/2025
cash
33.33%
NVDA
50%
XEL
16.67%
08/01/2025
cash
50%
XEL
50%
07/31/2025
cash
50%
ORLY
50%
07/30/2025
Hold
07/29/2025
cash
50%
NVDA
50%
07/28/2025
Hold
07/25/2025
cash
30%
NVDA
20%
XEL
50%
07/24/2025
Hold
07/23/2025
cash
30%
AEP
4%
MSFT
50%
XEL
16%
07/22/2025
Hold
07/21/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/18/2025
Hold
07/17/2025
cash
45.24%
MSFT
4.76%
TSLA
50%
07/16/2025
Hold
07/15/2025
cash
45.24%
NVDA
50%
TXN
4.76%
07/14/2025
Hold
07/11/2025
Hold
07/10/2025
Hold
07/09/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/08/2025
Hold
07/07/2025
cash
50%
CSCO
50%
07/03/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/02/2025
Hold
07/01/2025
cash
45.24%
MSFT
4.76%
NFLX
50%
06/30/2025
Hold
06/27/2025
cash
45.24%
INTU
4.76%
META
50%
06/26/2025
Hold
06/25/2025
cash
45.24%
META
50%
MSFT
4.76%
06/24/2025
Hold
06/23/2025
cash
50%
CSCO
50%
06/20/2025
Hold
06/19/2025
Hold
06/18/2025
Hold
06/17/2025
cash
50%
MSFT
50%
06/16/2025
cash
50%
FAST
50%
06/13/2025
cash
100%
06/12/2025
Hold
06/11/2025
cash
45.24%
MSFT
4.76%
TSLA
50%
06/10/2025
Hold
06/09/2025
cash
45.24%
BKNG
4.76%
META
50%
06/06/2025
Hold
06/05/2025
cash
50%
ADP
50%
06/04/2025
Hold
06/03/2025
cash
33.33%
ADP
16.67%
TSLA
50%
06/02/2025
Hold
05/30/2025
cash
30%
PAYX
4%
TSLA
50%
VRSK
16%
05/29/2025
Hold
05/28/2025
cash
30%
ADP
16%
EBAY
4%
TSLA
50%
05/27/2025
Hold
05/26/2025
cash
50%
VRSK
50%
05/23/2025
Hold
05/22/2025
cash
30%
MNST
4%
NVDA
50%
VRSK
16%
05/21/2025
Hold
05/20/2025
cash
50%
VRSK
50%
05/19/2025
Hold
05/16/2025
cash
45.24%
EBAY
4.76%
NVDA
50%
05/15/2025
Hold
05/14/2025
cash
50%
NVDA
50%
05/13/2025
Hold
05/12/2025
cash
50%
AVGO
50%
05/09/2025
Hold
05/08/2025
cash
30%
AVGO
50%
NFLX
4%
VRSK
16%
05/07/2025
Hold
05/06/2025
cash
50%
AVGO
50%
05/05/2025
Hold
05/02/2025
cash
45.24%
AVGO
50%
NFLX
4.76%
05/01/2025
cash
45.24%
CRWD
50%
NFLX
4.76%
04/30/2025
cash
95.24%
NFLX
4.76%
04/29/2025
Hold
04/28/2025
Hold
04/24/2025
Hold
04/23/2025
Hold
04/22/2025
Hold
04/21/2025
Hold
04/17/2025
Hold
04/16/2025
Hold
04/15/2025
Hold
04/14/2025
Hold
04/11/2025
Hold
04/10/2025
Hold
04/09/2025
Hold
04/08/2025
Hold
04/07/2025
Hold
04/04/2025
Hold
04/03/2025
Hold
04/02/2025
Hold
03/31/2025
Hold
03/27/2025
Hold
03/24/2025
Hold
03/21/2025
Hold
03/19/2025
Hold
03/05/2025
cash
100%
02/27/2025
cash
50%
ADP
50%
02/24/2025
cash
100%
02/21/2025
cash
50%
VRSK
50%
02/19/2025
cash
33.33%
COST
50%
VRSK
16.67%
02/15/2025
cash
33.33%
AVGO
50%
VRSK
16.67%
02/13/2025
cash
30%
AVGO
50%
COST
16%
META
4%
02/11/2025
cash
33.33%
AVGO
50%
COST
16.67%
02/07/2025
cash
50%
NFLX
50%
02/05/2025
cash
30%
AVGO
50%
COST
16%
CSCO
4%
02/04/2025
cash
50%
COST
50%
02/03/2025
cash
100%
01/30/2025
cash
50%
AMZN
50%
01/29/2025
cash
50%
ORLY
50%
01/28/2025
cash
45.24%
AMZN
50%
ORLY
4.76%
01/27/2025
cash
100%
01/24/2025
cash
50%
CSCO
50%
01/22/2025
cash
45.24%
GOOGL
4.76%
TSLA
50%
01/17/2025
cash
45.24%
CSCO
4.76%
TSLA
50%
01/16/2025
cash
50%
CSCO
50%
01/15/2025
cash
45.24%
CSCO
4.76%
TSLA
50%
01/14/2025
cash
50%
BKR
50%
01/07/2025
cash
100%
01/06/2025
cash
50%
AMZN
50%
12/27/2024
cash
100%
12/23/2024
cash
45.24%
AAPL
4.76%
TSLA
50%
12/21/2024
cash
100%
12/20/2024
cash
50%
TSLA
50%
12/19/2024
cash
100%
12/17/2024
cash
50%
CTSH
50%
12/13/2024
cash
45.24%
BKNG
4.76%
TSLA
50%
12/11/2024
cash
45.24%
ORLY
4.76%
TSLA
50%
12/10/2024
cash
50%
CSCO
50%
12/09/2024
cash
30%
COST
50%
CSCO
20%
12/07/2024
cash
30%
COST
16%
ORLY
4%
TSLA
50%
12/05/2024
cash
30%
COST
16%
ISRG
4%
TSLA
50%
12/03/2024
cash
33.33%
ADP
16.67%
TSLA
50%
11/29/2024
cash
30%
ADP
16%
MAR
4%
TSLA
50%
11/27/2024
cash
30%
ADP
50%
MAR
20%
11/25/2024
cash
30%
COST
50%
PYPL
4%
VRSK
16%
11/23/2024
cash
30%
BKR
20%
COST
50%
11/22/2024
cash
50%
BKR
50%
11/21/2024
cash
45.24%
BKR
4.76%
CRWD
50%
11/20/2024
cash
50%
EA
50%
11/19/2024
cash
45.24%
CRWD
50%
EA
4.76%
11/15/2024
cash
50%
EA
50%
11/11/2024
cash
33.33%
NVDA
50%
VRSK
16.67%
11/09/2024
cash
30%
ADP
16%
NVDA
50%
TMUS
4%
11/05/2024
cash
50%
NVDA
50%
10/31/2024
cash
100%
10/30/2024
cash
50%
BKNG
50%
10/28/2024
cash
50%
NVDA
50%
10/24/2024
cash
33.33%
ADP
16.67%
NVDA
50%
10/23/2024
cash
50%
ADP
50%
10/18/2024
cash
33.33%
ADP
16.67%
NVDA
50%
10/16/2024
cash
30%
ADP
50%
EBAY
20%
10/14/2024
cash
33.33%
ADP
16.67%
NVDA
50%
10/12/2024
cash
30%
ADP
16%
NVDA
50%
ORLY
4%
10/10/2024
cash
30%
ADP
16%
BKNG
4%
NVDA
50%
10/08/2024
cash
30%
ADP
16%
NVDA
50%
ORLY
4%
10/04/2024
cash
30%
ADP
16%
EBAY
4%
META
50%
10/02/2024
cash
30%
ADP
50%
META
20%
09/30/2024
cash
45.24%
BKNG
4.76%
META
50%
09/28/2024
cash
45.24%
BKNG
4.76%
TSLA
50%
09/26/2024
cash
45.24%
AMD
50%
CTAS
4.76%
09/24/2024
cash
45.24%
META
50%
NFLX
4.76%
09/20/2024
cash
50%
META
50%
09/16/2024
cash
33.33%
ADP
16.67%
META
50%
09/14/2024
cash
30%
COST
16%
ISRG
4%
META
50%
09/12/2024
cash
45.24%
ISRG
4.76%
META
50%
09/11/2024
cash
45.24%
COST
50%
EBAY
4.76%
09/10/2024
cash
50%
ADP
50%
09/06/2024
cash
100%
09/03/2024
cash
50%
ADP
50%
08/30/2024
cash
30%
ADP
50%
AZN
20%
08/29/2024
cash
30%
ADP
50%
TMUS
20%
08/27/2024
cash
45.24%
ADBE
50%
TMUS
4.76%
08/25/2024
cash
50%
TMUS
50%
08/17/2024
cash
45.24%
NVDA
50%
TMUS
4.76%
08/15/2024
cash
45.24%
AVGO
50%
TMUS
4.76%
08/13/2024
cash
45.24%
ADBE
50%
AZN
4.76%
08/09/2024
cash
50%
REGN
50%
08/07/2024
cash
50%
TMUS
50%
08/05/2024
cash
100%
08/01/2024
cash
50%
AZN
50%
07/30/2024
cash
50%
EA
50%
07/26/2024
cash
100%
07/20/2024
cash
50%
VRSK
50%
07/18/2024
cash
30%
TMUS
20%
VRSK
50%
07/17/2024
cash
50%
VRSK
50%
07/16/2024
cash
30%
TMUS
4%
TSLA
50%
VRSK
16%
07/12/2024
cash
33.33%
NVDA
50%
VRSK
16.67%
07/10/2024
cash
30%
AMZN
4%
NVDA
50%
VRSK
16%
07/04/2024
cash
33.33%
NVDA
50%
VRSK
16.67%
07/02/2024
cash
45.24%
MSFT
4.76%
TSLA
50%
06/28/2024
cash
30%
MSFT
20%
VRSK
50%
06/26/2024
cash
30%
CTAS
4%
TSLA
50%
VRSK
16%
06/22/2024
cash
30%
GOOG
20%
VRSK
50%
06/20/2024
cash
50%
VRSK
50%
06/18/2024
cash
30%
COST
16%
TSLA
50%
TTD
4%
06/12/2024
cash
30%
AAPL
50%
AZN
4%
VRSK
16%
06/08/2024
cash
30%
AAPL
50%
COST
16%
REGN
4%
06/06/2024
cash
30%
MU
50%
REGN
4%
VRSK
16%
06/04/2024
cash
30%
GOOGL
50%
REGN
4%
VRSK
16%
05/29/2024
cash
100%
05/25/2024
cash
45.24%
AZN
4.76%
MU
50%
05/23/2024
cash
30%
CTAS
20%
VRSK
50%
05/21/2024
cash
30%
AZN
4%
MU
50%
VRSK
16%
05/20/2024
cash
30%
AZN
20%
COST
50%
05/11/2024
cash
30%
AZN
4%
COST
16%
NVDA
50%
05/09/2024
cash
45.24%
ADI
4.76%
NVDA
50%
05/03/2024
cash
45.24%
AZN
4.76%
NVDA
50%
05/01/2024
cash
50%
AZN
50%
04/29/2024
cash
45.24%
AZN
4.76%
NVDA
50%
04/26/2024
cash
50%
NVDA
50%
04/15/2024
cash
100%
04/12/2024
cash
50%
GOOGL
50%
04/11/2024
cash
45.24%
GOOGL
4.76%
NVDA
50%
04/10/2024
cash
50%
AMZN
50%
04/09/2024
cash
45.24%
AMZN
4.76%
META
50%
04/05/2024
cash
50%
AMZN
50%
04/02/2024
cash
50%
FANG
50%
03/28/2024
cash
45.24%
AMZN
50%
MAR
4.76%
03/26/2024
cash
45.24%
MSFT
4.76%
NVDA
50%
03/20/2024
cash
45.24%
MAR
4.76%
NVDA
50%
03/18/2024
cash
45.24%
FAST
4.76%
NVDA
50%
03/15/2024
cash
50%
ORLY
50%
03/14/2024
cash
50%
MAR
50%
03/12/2024
cash
45.24%
MAR
4.76%
NVDA
50%
03/08/2024
cash
50%
ORLY
50%
03/06/2024
cash
45.24%
NVDA
50%
TMUS
4.76%
03/05/2024
cash
45.24%
MAR
4.76%
NVDA
50%
03/02/2024
cash
30%
COST
16%
MAR
4%
NVDA
50%
02/29/2024
cash
30%
COST
16%
INTU
4%
NVDA
50%
02/27/2024
cash
30%
AMZN
4%
COST
16%
NVDA
50%
02/23/2024
cash
30%
COST
16%
NVDA
50%
NXPI
4%
02/22/2024
cash
30%
ASML
4%
COST
16%
NVDA
50%
02/21/2024
cash
30%
COST
50%
ROST
20%
02/20/2024
cash
50%
COST
50%
02/15/2024
cash
30%
COST
50%
CSX
20%
02/13/2024
cash
30%
COST
50%
ROST
20%
02/09/2024
cash
30%
CTAS
4%
NVDA
50%
VRSK
16%
02/07/2024
cash
30%
NVDA
50%
ROST
4%
VRSK
16%
02/05/2024
cash
30%
COST
16%
FAST
4%
NVDA
50%
02/01/2024
cash
30%
ADSK
4%
COST
16%
NVDA
50%
01/30/2024
cash
50%
COST
50%
01/26/2024
cash
50%
REGN
50%
01/23/2024
cash
33.33%
AMD
50%
COST
16.67%
01/18/2024
cash
30%
AMD
50%
COST
16%
TMUS
4%
01/16/2024
cash
30%
AMD
50%
COST
16%
REGN
4%
01/12/2024
cash
30%
AMD
50%
COST
16%
TMUS
4%
01/10/2024
cash
45.24%
AMD
50%
ZS
4.76%
01/08/2024
cash
45.24%
AMD
50%
VRTX
4.76%
01/03/2024
cash
50%
VRTX
50%
01/02/2024
cash
50%
ROST
50%
12/29/2023
cash
50%
FAST
50%
12/27/2023
cash
45.24%
AMAT
4.76%
AMD
50%
12/21/2023
cash
45.24%
AMD
50%
LULU
4.76%
12/19/2023
cash
45.24%
AMD
50%
FAST
4.76%
12/13/2023
cash
45.24%
AMD
50%
AMZN
4.76%
12/12/2023
cash
45.24%
AMD
50%
CTAS
4.76%
12/07/2023
cash
30%
AMD
50%
COST
16%
CTAS
4%
12/05/2023
cash
30%
COST
50%
CTAS
20%
12/01/2023
cash
50%
CTAS
50%
11/29/2023
cash
30%
COST
50%
CTAS
20%
11/27/2023
cash
30%
COST
50%
FAST
20%
11/21/2023
cash
50%
FAST
50%
11/17/2023
cash
45.24%
AMD
50%
MSFT
4.76%
11/15/2023
cash
30%
AMD
50%
COST
16%
FAST
4%
11/11/2023
cash
30%
AMD
50%
COST
16%
SGEN
4%
11/09/2023
cash
50%
SGEN
50%
11/03/2023
cash
45.24%
AMZN
50%
SGEN
4.76%
11/01/2023
cash
45.24%
NFLX
50%
SGEN
4.76%
10/30/2023
cash
100%
10/24/2023
cash
50%
SGEN
50%
10/20/2023
cash
100%
10/19/2023
cash
50%
COST
50%
10/18/2023
cash
30%
COST
50%
VRTX
20%
10/16/2023
cash
45.24%
GOOGL
50%
REGN
4.76%
10/14/2023
cash
50%
REGN
50%
10/12/2023
cash
50%
GOOGL
50%
10/10/2023
cash
45.24%
CEG
4.76%
GOOGL
50%
10/06/2023
cash
50%
GOOGL
50%
10/05/2023
cash
33.33%
COST
16.67%
GOOGL
50%
10/03/2023
cash
50%
COST
50%
10/02/2023
cash
33.33%
COST
16.67%
GOOGL
50%
09/28/2023
cash
50%
COST
50%
09/22/2023
cash
50%
SGEN
50%
09/18/2023
cash
50%
VRSK
50%
09/15/2023
cash
30%
GOOG
20%
VRSK
50%
09/14/2023
cash
30%
AMZN
50%
GOOG
4%
VRSK
16%
09/08/2023
cash
50%
VRSK
50%
09/06/2023
cash
30%
CSCO
20%
VRSK
50%
09/02/2023
cash
30%
AMAT
4%
NVDA
50%
VRSK
16%
08/29/2023
cash
30%
CSCO
4%
NVDA
50%
VRSK
16%
08/28/2023
cash
33.33%
NVDA
50%
VRSK
16.67%
08/25/2023
cash
50%
REGN
50%
08/24/2023
cash
50%
CSCO
50%
08/23/2023
cash
50%
CEG
50%
08/15/2023
cash
100%
08/11/2023
cash
50%
CMCSA
50%
08/09/2023
cash
50%
MAR
50%
08/03/2023
cash
100%
08/01/2023
cash
45.24%
INTU
4.76%
NVDA
50%
07/26/2023
cash
33.33%
COST
16.67%
NVDA
50%
07/24/2023
cash
30%
CEG
20%
VRSK
50%
07/22/2023
cash
30%
CSCO
20%
VRSK
50%
07/20/2023
cash
30%
MAR
20%
VRSK
50%
07/18/2023
cash
33.33%
NVDA
50%
VRSK
16.67%
07/17/2023
cash
30%
CDNS
20%
VRSK
50%
07/14/2023
cash
30%
CDNS
4%
TSLA
50%
VRSK
16%
07/12/2023
cash
33.33%
TSLA
50%
VRSK
16.67%
07/10/2023
cash
50%
VRSK
50%
07/06/2023
cash
100%
07/04/2023
cash
45.24%
FAST
4.76%
TSLA
50%
06/30/2023
cash
45.24%
TSLA
50%
WDAY
4.76%
06/28/2023
cash
45.24%
ISRG
4.76%
TSLA
50%
06/24/2023
cash
30%
AAPL
20%
VRSK
50%
06/22/2023
cash
30%
AAPL
4%
TSLA
50%
VRSK
16%
06/20/2023
cash
50%
VRSK
50%
06/16/2023
cash
30%
CTAS
20%
VRSK
50%
06/14/2023
cash
45.24%
MSFT
4.76%
TSLA
50%
06/10/2023
cash
45.24%
CTAS
4.76%
TSLA
50%
06/08/2023
cash
45.24%
KLAC
4.76%
TSLA
50%
06/06/2023
cash
33.33%
TSLA
50%
VRSK
16.67%
06/02/2023
cash
45.24%
CTAS
4.76%
TSLA
50%
05/31/2023
cash
50%
AAPL
50%
05/27/2023
cash
50%
NVDA
50%
05/25/2023
cash
45.24%
MSFT
4.76%
NVDA
50%
05/23/2023
cash
50%
MSFT
50%
05/22/2023
cash
30%
AAPL
20%
VRSK
50%
05/19/2023
cash
30%
AAPL
4%
NVDA
50%
VRSK
16%
05/17/2023
cash
30%
MSFT
4%
NVDA
50%
VRSK
16%
05/15/2023
cash
33.33%
NVDA
50%
PEP
16.67%
05/11/2023
cash
30%
MSFT
4%
NVDA
50%
PEP
16%
05/09/2023
cash
30%
MSFT
20%
PEP
50%
05/05/2023
cash
30%
CPRT
4%
NVDA
50%
PEP
16%
05/03/2023
cash
30%
CPRT
20%
PEP
50%
05/01/2023
cash
30%
CPRT
4%
NVDA
50%
PEP
16%
04/29/2023
cash
30%
NVDA
50%
ORLY
4%
PEP
16%
04/27/2023
cash
33.33%
NVDA
50%
PEP
16.67%
04/25/2023
cash
100%
04/21/2023
cash
50%
SGEN
50%
04/17/2023
cash
45.24%
NVDA
50%
SGEN
4.76%
04/13/2023
cash
45.24%
GEHC
4.76%
META
50%
04/11/2023
cash
50%
SGEN
50%
04/05/2023
cash
30%
MDLZ
50%
REGN
20%
04/03/2023
cash
30%
MDLZ
16%
SGEN
4%
TSLA
50%
04/01/2023
cash
30%
CDNS
4%
MDLZ
16%
TSLA
50%
03/30/2023
cash
30%
MDLZ
16%
SGEN
4%
TSLA
50%
03/28/2023
cash
30%
MDLZ
16%
MNST
4%
TSLA
50%
03/24/2023
cash
33.33%
MDLZ
16.67%
TSLA
50%
03/22/2023
cash
50%
CPRT
50%
03/20/2023
cash
45.24%
AVGO
4.76%
NVDA
50%
03/18/2023
cash
45.24%
ANSS
4.76%
NVDA
50%
03/14/2023
cash
50%
NVDA
50%
03/10/2023
cash
100%
03/08/2023
cash
50%
GEHC
50%
03/03/2023
cash
45.24%
CPRT
4.76%
META
50%
02/28/2023
cash
50%
BKNG
50%
02/22/2023
cash
100%
02/21/2023
cash
50%
ORLY
50%
02/16/2023
cash
50%
MNST
50%
02/14/2023
cash
50%
TSLA
50%
02/04/2023
cash
100%
02/02/2023
cash
45.24%
BKNG
4.76%
TSLA
50%
01/27/2023
cash
50%
NVDA
50%
01/25/2023
cash
50%
AMD
50%
01/23/2023
cash
45.24%
AMD
50%
IDXX
4.76%
01/21/2023
cash
50%
NVDA
50%
01/19/2023
cash
100%
01/17/2023
cash
45.24%
NVDA
50%
SBUX
4.76%
01/13/2023
cash
45.24%
NFLX
50%
SBUX
4.76%
01/06/2023
cash
45.24%
AZN
4.76%
NFLX
50%
12/16/2022
cash
100%
12/15/2022
cash
50%
AZN
50%
12/12/2022
cash
45.24%
GILD
4.76%
NFLX
50%
12/09/2022
cash
50%
GILD
50%
12/08/2022
cash
30%
MDLZ
16%
NFLX
50%
VRTX
4%
12/06/2022
cash
50%
MDLZ
50%
12/02/2022
cash
33.33%
AMD
50%
MDLZ
16.67%
11/30/2022
cash
45.24%
NFLX
50%
ROST
4.76%
11/29/2022
cash
50%
SBUX
50%
11/28/2022
cash
30%
HON
20%
PEP
50%
11/26/2022
cash
30%
AMD
50%
BIIB
4%
PEP
16%
11/24/2022
cash
30%
AMD
50%
PEP
16%
SBUX
4%
11/22/2022
cash
30%
NVDA
50%
ORLY
4%
PEP
16%
11/16/2022
cash
50%
HON
50%
11/12/2022
cash
45.24%
FANG
4.76%
NFLX
50%
11/10/2022
cash
45.24%
NFLX
50%
ORLY
4.76%
11/04/2022
cash
50%
PCAR
50%
11/02/2022
cash
100%
10/31/2022
cash
50%
PEP
50%
10/29/2022
cash
33.33%
NFLX
50%
PEP
16.67%
10/27/2022
cash
50%
AMGN
50%
10/25/2022
cash
45.24%
AMGN
4.76%
NFLX
50%
10/19/2022
cash
50%
NFLX
50%
09/13/2022
cash
100%
09/09/2022
cash
45.24%
AEP
4.76%
TSLA
50%
08/26/2022
cash
100%
08/25/2022
cash
33.33%
AAPL
50%
PEP
16.67%
08/22/2022
cash
50%
PEP
50%
08/20/2022
cash
30%
PCAR
20%
XEL
50%
08/18/2022
cash
30%
PCAR
20%
PEP
50%
08/16/2022
cash
33.33%
PEP
16.67%
TSLA
50%
08/12/2022
cash
30%
ADP
16%
SIRI
4%
TSLA
50%
08/10/2022
cash
30%
ADP
16%
CDNS
4%
TSLA
50%
08/08/2022
cash
30%
ADP
50%
TMUS
20%
08/06/2022
cash
50%
PCAR
50%
08/04/2022
cash
30%
ORLY
4%
PEP
16%
TSLA
50%
08/02/2022
cash
33.33%
PEP
16.67%
TSLA
50%
07/29/2022
cash
33.33%
ADP
16.67%
TSLA
50%
07/27/2022
cash
50%
TSLA
50%
07/23/2022
cash
100%
07/21/2022
cash
50%
QCOM
50%
07/19/2022
cash
45.24%
AZN
4.76%
QCOM
50%
07/15/2022
cash
45.24%
COST
50%
ORLY
4.76%
07/11/2022
cash
100%
07/06/2022
cash
50%
VRTX
50%
07/01/2022
cash
100%
06/29/2022
cash
50%
SGEN
50%
06/25/2022
cash
100%
06/23/2022
cash
50%
MNST
50%
06/11/2022
cash
100%
06/09/2022
cash
50%
PCAR
50%
06/07/2022
cash
50%
MNST
50%
06/03/2022
cash
50%
TMUS
50%
06/01/2022
cash
50%
SIRI
50%
05/27/2022
cash
50%
TXN
50%
05/26/2022
cash
50%
XEL
50%
05/20/2022
cash
50%
AMGN
50%
05/18/2022
cash
50%
XEL
50%
05/14/2022
cash
50%
GILD
50%
05/12/2022
cash
50%
AMGN
50%
05/10/2022
cash
50%
GILD
50%
04/30/2022
cash
100%
04/28/2022
cash
50%
ALGN
50%
04/26/2022
cash
50%
NFLX
50%
04/25/2022
cash
50%
WBD
50%
04/22/2022
cash
30%
ADP
50%
WBD
20%
04/20/2022
cash
30%
ADP
50%
NFLX
20%
04/14/2022
cash
30%
ADP
50%
WBD
20%
04/12/2022
cash
50%
VRSK
50%
04/06/2022
cash
30%
GFS
20%
MDLZ
50%
04/04/2022
cash
30%
ODFL
4%
PEP
16%
TSLA
50%
03/31/2022
cash
30%
GFS
20%
VRSK
50%
03/29/2022
cash
30%
CHTR
4%
MDLZ
16%
TSLA
50%
03/25/2022
cash
33.33%
MDLZ
16.67%
TSLA
50%
03/23/2022
cash
50%
XEL
50%
03/21/2022
cash
33.33%
AMZN
50%
XEL
16.67%
03/19/2022
cash
30%
AMZN
50%
CEG
4%
XEL
16%
03/17/2022
cash
30%
KHC
20%
XEL
50%
03/16/2022
cash
30%
PEP
50%
TTD
20%
03/11/2022
cash
30%
MDLZ
50%
PDD
20%
03/08/2022
cash
30%
MDLZ
50%
TTD
20%
03/07/2022
cash
30%
BKNG
20%
MDLZ
50%
03/05/2022
cash
30%
MDLZ
50%
PDD
20%
03/03/2022
cash
30%
PDD
20%
VRSK
50%
03/02/2022
cash
30%
MU
50%
PDD
4%
VRSK
16%
03/01/2022
cash
30%
BKNG
20%
VRSK
50%
02/25/2022
cash
30%
VRSK
50%
ZS
20%
02/23/2022
cash
30%
CSGP
20%
VRSK
50%
02/19/2022
cash
50%
PYPL
50%
02/17/2022
cash
30%
PYPL
20%
XEL
50%
02/15/2022
cash
30%
CEG
20%
PEP
50%
02/10/2022
cash
30%
PYPL
20%
XEL
50%
02/09/2022
cash
30%
AAPL
50%
PYPL
4%
XEL
16%
02/07/2022
cash
45.24%
AAPL
50%
PYPL
4.76%
02/05/2022
cash
30%
AAPL
50%
ADP
16%
LCID
4%
02/03/2022
cash
30%
ADP
50%
LCID
20%
02/01/2022
cash
30%
AAPL
50%
ADP
16%
LCID
4%
01/28/2022
cash
30%
ADP
50%
LCID
20%
01/26/2022
cash
50%
NFLX
50%
01/24/2022
cash
50%
MRNA
50%
01/20/2022
cash
30%
COST
50%
MRNA
20%
01/18/2022
cash
30%
ALGN
20%
COST
50%
01/14/2022
cash
30%
COST
50%
ENPH
20%
01/08/2022
cash
30%
ENPH
20%
VRSK
50%
01/06/2022
cash
30%
DDOG
20%
VRSK
50%
01/05/2022
cash
30%
TEAM
20%
VRSK
50%
01/04/2022
cash
30%
PDD
20%
VRSK
50%
12/29/2021
cash
30%
MRNA
4%
TSLA
50%
XEL
16%
12/27/2021
cash
30%
JD
4%
TSLA
50%
XEL
16%
12/23/2021
cash
30%
ADBE
4%
TSLA
50%
VRSK
16%
12/22/2021
cash
30%
AAPL
50%
ADBE
4%
COST
16%
12/21/2021
cash
30%
ENPH
20%
VRSK
50%
12/17/2021
cash
30%
ADP
50%
ENPH
20%
12/16/2021
cash
30%
ABNB
20%
ADP
50%
12/15/2021
cash
30%
AAPL
50%
ADP
16%
LCID
4%
12/13/2021
cash
30%
ADP
50%
LCID
20%
12/11/2021
cash
30%
AAPL
50%
LCID
4%
VRSK
16%
12/09/2021
cash
50%
LCID
50%
12/07/2021
cash
45.24%
AAPL
50%
PDD
4.76%
12/03/2021
cash
30%
PDD
20%
VRSK
50%
11/30/2021
cash
30%
MDLZ
50%
PDD
20%
11/29/2021
cash
30%
MDLZ
16%
PDD
4%
TSLA
50%
11/26/2021
cash
50%
MDLZ
50%
11/25/2021
cash
30%
ADSK
20%
MDLZ
50%
11/23/2021
cash
30%
MDLZ
50%
MELI
20%
11/19/2021
cash
30%
MDLZ
16%
MELI
4%
TSLA
50%
11/17/2021
cash
30%
PEP
50%
TSLA
20%
11/15/2021
cash
30%
AMD
50%
MRNA
4%
PEP
16%
11/09/2021
cash
30%
MRNA
20%
XEL
50%
11/01/2021
cash
30%
GFS
4%
TSLA
50%
XEL
16%
10/28/2021
cash
45.24%
GFS
4.76%
TSLA
50%
10/26/2021
cash
45.24%
INTC
4.76%
TSLA
50%
10/22/2021
cash
30%
BIIB
20%
MDLZ
50%
10/20/2021
cash
33.33%
AMD
50%
MDLZ
16.67%
10/18/2021
cash
30%
ALGN
4%
AMD
50%
MDLZ
16%
10/13/2021
cash
30%
ALGN
4%
COST
16%
TSLA
50%
10/12/2021
cash
30%
COST
50%
MRNA
20%
10/08/2021
cash
30%
COST
16%
MRNA
4%
TSLA
50%
10/06/2021
cash
30%
COST
50%
MRNA
20%
10/02/2021
cash
30%
MDLZ
50%
MRNA
20%
09/30/2021
cash
30%
ASML
20%
MDLZ
50%
09/28/2021
cash
30%
ADBE
20%
XEL
50%
09/22/2021
cash
30%
EA
20%
XEL
50%
09/20/2021
cash
30%
PDD
20%
XEL
50%
09/17/2021
cash
30%
BIIB
20%
XEL
50%
09/16/2021
cash
30%
BIIB
4%
TSLA
50%
XEL
16%
09/15/2021
cash
30%
ENPH
4%
TSLA
50%
XEL
16%
09/14/2021
cash
30%
BIIB
20%
XEL
50%
09/10/2021
cash
30%
ADP
50%
ZM
20%
09/08/2021
cash
30%
MDLZ
16%
TSLA
50%
ZM
4%
09/04/2021
cash
30%
ADSK
4%
MDLZ
16%
TSLA
50%
09/02/2021
cash
30%
ADP
16%
ADSK
4%
TSLA
50%
08/31/2021
cash
30%
MDLZ
16%
TSLA
50%
ZM
4%
08/27/2021
cash
30%
ILMN
4%
MDLZ
16%
TSLA
50%
08/23/2021
cash
30%
ADP
16%
LCID
4%
TSLA
50%
08/20/2021
cash
30%
ADP
16%
MRNA
4%
NVDA
50%
08/19/2021
cash
30%
ADP
50%
MRNA
20%
08/17/2021
cash
30%
ADP
50%
ZM
20%
08/13/2021
cash
30%
MU
20%
PEP
50%
08/11/2021
cash
30%
MDLZ
50%
PANW
20%
08/07/2021
cash
50%
MDLZ
50%
08/05/2021
cash
30%
LCID
4%
MDLZ
16%
NVDA
50%
08/03/2021
cash
30%
LCID
4%
MDLZ
16%
TSLA
50%
07/28/2021
cash
30%
LCID
20%
MDLZ
50%
07/27/2021
cash
45.24%
MRNA
50%
PDD
4.76%
07/24/2021
cash
30%
MRNA
50%
PDD
4%
XEL
16%
07/22/2021
cash
30%
BKR
4%
MRNA
50%
XEL
16%
07/20/2021
cash
30%
ADP
16%
FANG
4%
MRNA
50%
07/16/2021
cash
30%
ADP
50%
FANG
20%
07/14/2021
cash
30%
AMZN
50%
FANG
4%
XEL
16%
07/10/2021
cash
30%
MDLZ
16%
NVDA
50%
PDD
4%
07/08/2021
cash
30%
MDLZ
50%
PDD
20%
07/06/2021
cash
30%
MDLZ
16%
NVDA
50%
WBA
4%
07/02/2021
cash
30%
CSGP
4%
MDLZ
16%
NVDA
50%
06/24/2021
cash
30%
BIIB
4%
NVDA
50%
XEL
16%
06/22/2021
cash
30%
NVDA
50%
VRTX
4%
XEL
16%
06/18/2021
cash
30%
BKR
20%
XEL
50%
06/16/2021
cash
30%
VRTX
20%
XEL
50%
06/12/2021
cash
30%
NVDA
50%
PDD
4%
XEL
16%
06/10/2021
cash
30%
NVDA
50%
ROST
4%
XEL
16%
06/04/2021
cash
30%
DLTR
4%
NVDA
50%
XEL
16%
06/03/2021
cash
30%
DLTR
20%
XEL
50%
06/02/2021
cash
30%
DLTR
4%
NVDA
50%
XEL
16%
05/29/2021
cash
30%
COST
16%
DLTR
4%
MRNA
50%
05/27/2021
cash
33.33%
MRNA
50%
XEL
16.67%
05/25/2021
cash
30%
AMGN
4%
PYPL
50%
VRSK
16%
05/21/2021
cash
30%
TSLA
20%
VRSK
50%
05/20/2021
cash
30%
FANG
20%
VRSK
50%
05/19/2021
cash
30%
TTD
20%
VRSK
50%
05/17/2021
cash
30%
TTD
20%
XEL
50%
05/11/2021
cash
30%
TTD
20%
VRSK
50%
05/05/2021
cash
30%
ENPH
20%
VRSK
50%
05/04/2021
cash
30%
ENPH
20%
PEP
50%
05/03/2021
cash
30%
ADP
50%
ENPH
20%
05/01/2021
cash
30%
ADP
50%
EBAY
20%
04/29/2021
cash
30%
ADP
16%
EBAY
4%
NVDA
50%
04/27/2021
cash
45.24%
INTC
4.76%
NVDA
50%
04/23/2021
cash
50%
INTC
50%
04/21/2021
cash
30%
MDLZ
50%
NFLX
20%
04/19/2021
cash
30%
MDLZ
50%
NXPI
20%
04/17/2021
cash
30%
MDLZ
16%
MSFT
50%
PDD
4%
04/15/2021
cash
30%
ADP
16%
MSFT
50%
PDD
4%
04/09/2021
cash
30%
BKR
4%
MDLZ
16%
MSFT
50%
04/07/2021
cash
30%
ADP
16%
CHTR
4%
MSFT
50%
04/01/2021
cash
30%
MDLZ
16%
MSFT
50%
TTD
4%
03/30/2021
cash
30%
ADP
16%
GOOG
50%
MRNA
4%
03/24/2021
cash
30%
ADP
50%
PDD
20%
03/22/2021
cash
30%
BKR
4%
MU
50%
VRSK
16%
03/19/2021
cash
30%
PDD
20%
VRSK
50%
03/18/2021
cash
30%
FANG
20%
VRSK
50%
03/16/2021
cash
30%
COST
16%
JD
4%
MU
50%
03/12/2021
cash
30%
COST
16%
JD
4%
MSFT
50%
03/11/2021
cash
30%
COST
16%
GOOG
50%
ZM
4%
03/10/2021
cash
30%
COST
50%
MRNA
20%
03/08/2021
cash
30%
COST
50%
ENPH
20%
03/06/2021
cash
30%
ANSS
20%
VRSK
50%
03/04/2021
cash
30%
TTD
20%
VRSK
50%
03/02/2021
cash
30%
CSGP
20%
VRSK
50%
02/24/2021
cash
50%
VRSK
50%
02/22/2021
cash
30%
ENPH
20%
PEP
50%
02/20/2021
cash
30%
PEP
50%
SGEN
20%
02/18/2021
cash
30%
MSFT
50%
PEP
16%
SGEN
4%
02/12/2021
cash
30%
MRNA
50%
QCOM
4%
XEL
16%
02/10/2021
cash
30%
MRNA
50%
VRTX
4%
XEL
16%
02/08/2021
cash
30%
MRNA
50%
SIRI
4%
XEL
16%
02/06/2021
cash
30%
MRNA
50%
QCOM
4%
XEL
16%
02/04/2021
cash
30%
MRNA
50%
VRTX
4%
XEL
16%
02/01/2021
cash
30%
MRNA
50%
SGEN
4%
VRSK
16%
01/29/2021
cash
30%
LRCX
20%
VRSK
50%
01/27/2021
cash
30%
ENPH
20%
VRSK
50%
01/25/2021
cash
30%
MRNA
50%
ORLY
4%
VRSK
16%
01/23/2021
cash
45.24%
CSX
4.76%
TSLA
50%
01/21/2021
cash
45.24%
BKNG
4.76%
TSLA
50%
01/19/2021
cash
30%
SIRI
4%
TSLA
50%
VRSK
16%
01/15/2021
cash
30%
PDD
20%
VRSK
50%
01/13/2021
cash
33.33%
ADP
16.67%
TSLA
50%
01/11/2021
cash
30%
SIRI
20%
VRSK
50%
01/09/2021
cash
30%
SIRI
4%
TSLA
50%
VRSK
16%
01/07/2021
cash
30%
ADP
16%
TSLA
50%
TTD
4%
01/06/2021
cash
30%
ADP
50%
TTD
20%
01/05/2021
cash
30%
ADP
16%
TSLA
50%
TTD
4%
01/01/2021
cash
30%
ADP
16%
MRNA
4%
TSLA
50%
12/28/2020
cash
30%
MRNA
4%
TSLA
50%
XEL
16%
12/24/2020
cash
30%
COST
50%
MRNA
20%
12/18/2020
cash
30%
ABNB
4%
COST
16%
TSLA
50%
12/16/2020
cash
30%
ABNB
4%
MDLZ
16%
TSLA
50%
12/14/2020
cash
30%
ABNB
4%
TSLA
50%
XEL
16%
12/12/2020
cash
30%
ABNB
20%
XEL
50%
12/10/2020
cash
50%
ZM
50%
12/08/2020
cash
30%
TSLA
50%
XEL
16%
ZM
4%
12/04/2020
cash
30%
REGN
4%
TSLA
50%
XEL
16%
12/02/2020
cash
33.33%
TSLA
50%
VRSK
16.67%
11/30/2020
cash
33.33%
TSLA
50%
XEL
16.67%
11/28/2020
cash
30%
TSLA
50%
WBA
4%
XEL
16%
11/24/2020
cash
30%
REGN
4%
TSLA
50%
XEL
16%
11/20/2020
cash
30%
TSLA
50%
WBA
4%
XEL
16%
11/18/2020
cash
33.33%
TSLA
50%
XEL
16.67%
11/16/2020
cash
30%
AAPL
50%
COST
16%
ZM
4%
11/12/2020
cash
30%
AAPL
50%
XEL
16%
ZM
4%
11/10/2020
cash
30%
COST
50%
ZM
20%
11/06/2020
cash
30%
PEP
16%
SGEN
4%
ZM
50%
11/04/2020
cash
30%
DXCM
4%
MDLZ
16%
NVDA
50%
10/31/2020
cash
50%
DXCM
50%
10/29/2020
cash
50%
INTC
50%
10/27/2020
cash
30%
INTC
20%
MDLZ
50%
10/23/2020
cash
30%
MDLZ
50%
VRTX
20%
10/21/2020
cash
30%
ADP
50%
VRTX
20%
10/15/2020
cash
30%
VRTX
20%
XEL
50%
10/13/2020
cash
30%
AMGN
4%
MDLZ
16%
TSLA
50%
10/09/2020
cash
30%
AMGN
4%
PEP
16%
TSLA
50%
10/07/2020
cash
30%
EA
4%
MDLZ
16%
TSLA
50%
10/05/2020
cash
30%
PDD
4%
TSLA
50%
VRSK
16%
10/03/2020
cash
30%
BKR
20%
VRSK
50%
09/29/2020
cash
30%
BKR
4%
MDLZ
16%
TSLA
50%
09/28/2020
cash
30%
MAR
4%
TSLA
50%
XEL
16%
09/25/2020
cash
30%
ILMN
20%
VRSK
50%
09/23/2020
cash
30%
ILMN
20%
MDLZ
50%
09/21/2020
cash
30%
ILMN
20%
XEL
50%
09/19/2020
cash
50%
XEL
50%
09/15/2020
cash
50%
PEP
50%
09/11/2020
cash
30%
ADP
50%
TSLA
20%
09/03/2020
cash
30%
ADP
50%
FANG
20%
08/28/2020
cash
30%
BKR
4%
TSLA
50%
XEL
16%
08/26/2020
cash
30%
FANG
4%
TSLA
50%
XEL
16%
08/24/2020
cash
30%
CSCO
4%
TSLA
50%
VRSK
16%
08/22/2020
cash
30%
FANG
4%
TSLA
50%
XEL
16%
08/20/2020
cash
30%
MU
4%
TSLA
50%
XEL
16%
08/18/2020
cash
30%
COST
16%
CSCO
4%
TSLA
50%
08/14/2020
cash
30%
AAPL
50%
COST
16%
DDOG
4%
08/12/2020
cash
30%
AAPL
50%
DDOG
4%
PEP
16%
08/10/2020
cash
30%
DDOG
20%
MDLZ
50%
08/08/2020
cash
30%
ADP
50%
DDOG
20%
08/06/2020
cash
30%
AAPL
50%
ADP
16%
MRNA
4%
07/31/2020
cash
30%
AAPL
50%
ADP
16%
INTC
4%
07/29/2020
cash
45.24%
INTC
4.76%
MRNA
50%
07/28/2020
cash
50%
INTC
50%
07/27/2020
cash
45.24%
INTC
4.76%
MRNA
50%
07/24/2020
cash
30%
COST
50%
INTC
20%
07/23/2020
cash
30%
COST
50%
PDD
20%
07/21/2020
cash
50%
COST
50%
07/15/2020
cash
30%
ADP
50%
PDD
20%
07/13/2020
cash
30%
ADP
50%
FANG
20%
07/11/2020
cash
30%
ADP
16%
FANG
4%
TSLA
50%
07/09/2020
cash
30%
FANG
4%
MDLZ
16%
TSLA
50%
07/07/2020
cash
30%
MRNA
4%
TSLA
50%
XEL
16%
07/01/2020
cash
30%
FANG
4%
MDLZ
16%
TSLA
50%
06/29/2020
cash
30%
MDLZ
16%
ROST
4%
TSLA
50%
06/26/2020
cash
30%
FANG
20%
MDLZ
50%
06/25/2020
cash
30%
FANG
4%
TSLA
50%
XEL
16%
06/23/2020
cash
30%
BIIB
4%
TSLA
50%
XEL
16%
06/19/2020
cash
30%
ADP
16%
BKR
4%
TSLA
50%
06/17/2020
cash
30%
ADP
16%
ENPH
4%
TSLA
50%
06/15/2020
cash
30%
MAR
4%
TSLA
50%
XEL
16%
06/13/2020
cash
30%
ENPH
4%
TSLA
50%
VRSK
16%
06/11/2020
cash
30%
ENPH
20%
VRSK
50%
06/09/2020
cash
30%
COST
16%
ENPH
4%
TSLA
50%
06/05/2020
cash
30%
ENPH
4%
PEP
16%
TSLA
50%
06/03/2020
cash
30%
COST
16%
ENPH
4%
TSLA
50%
05/30/2020
cash
30%
MRNA
4%
PEP
16%
TSLA
50%
05/26/2020
cash
30%
MRNA
20%
PEP
50%
05/22/2020
cash
30%
ADP
50%
GILD
20%
05/20/2020
cash
30%
AAPL
50%
ADP
16%
SIRI
4%
05/18/2020
cash
30%
AAPL
50%
ADP
16%
CTSH
4%
05/16/2020
cash
30%
CTSH
20%
XEL
50%
05/14/2020
cash
30%
AAPL
50%
FANG
4%
XEL
16%
05/12/2020
cash
30%
MAR
20%
XEL
50%
05/08/2020
cash
33.33%
TSLA
50%
XEL
16.67%
05/04/2020
cash
45.24%
LRCX
4.76%
NVDA
50%
05/02/2020
cash
50%
BIIB
50%
04/30/2020
cash
30%
BIIB
4%
MDLZ
16%
NVDA
50%
04/28/2020
cash
30%
BIIB
20%
COST
50%
04/27/2020
cash
50%
BIIB
50%
04/24/2020
cash
45.24%
BIIB
4.76%
TSLA
50%
04/22/2020
cash
30%
ADP
16%
CPRT
4%
TSLA
50%
04/20/2020
cash
33.33%
TSLA
50%
VRSK
16.67%
04/18/2020
cash
30%
ADP
16%
FANG
4%
TSLA
50%
04/16/2020
cash
30%
FANG
4%
MDLZ
16%
TSLA
50%
04/14/2020
cash
33.33%
TSLA
50%
VRSK
16.67%
04/10/2020
cash
30%
AMZN
50%
VRSK
16%
ZM
4%
04/08/2020
cash
30%
ADP
16%
AMZN
50%
ZM
4%
04/06/2020
cash
30%
AMZN
50%
COST
16%
MAR
4%
04/04/2020
cash
30%
COST
50%
MAR
20%
04/02/2020
cash
30%
COST
50%
ZM
20%
03/31/2020
cash
33.33%
COST
16.67%
NFLX
50%
03/27/2020
cash
30%
CTAS
20%
XEL
50%
03/25/2020
cash
30%
CTAS
4%
NFLX
50%
XEL
16%
03/23/2020
cash
30%
ADP
50%
CTAS
20%
03/19/2020
cash
30%
ADP
50%
ENPH
20%
03/17/2020
cash
30%
ADP
50%
FANG
20%
03/13/2020
cash
30%
FANG
20%
VRSK
50%
03/11/2020
cash
30%
ADP
50%
FANG
20%
03/09/2020
cash
30%
FANG
20%
VRSK
50%
03/07/2020
cash
30%
ADP
50%
FANG
20%
02/26/2020
cash
50%
ADP
50%
02/24/2020
cash
30%
PEP
50%
ZS
20%
02/22/2020
cash
50%
VRSK
50%
02/20/2020
cash
50%
PEP
50%
02/18/2020
cash
30%
ADP
16%
KHC
4%
TSLA
50%
02/14/2020
cash
30%
TSLA
20%
XEL
50%
02/12/2020
cash
30%
ON
4%
TSLA
50%
XEL
16%
02/10/2020
cash
30%
COST
16%
ON
4%
TSLA
50%
02/08/2020
cash
30%
ADP
50%
ON
20%
02/06/2020
cash
30%
COST
16%
MRNA
4%
TSLA
50%
02/04/2020
cash
30%
COST
16%
ON
4%
TSLA
50%
02/03/2020
cash
33.33%
COST
16.67%
TSLA
50%
01/31/2020
cash
30%
ADP
50%
FANG
20%
01/28/2020
cash
45.24%
FANG
4.76%
NFLX
50%
01/27/2020
cash
50%
FANG
50%
01/25/2020
cash
50%
MDLZ
50%
01/23/2020
cash
30%
FANG
4%
MDLZ
16%
TSLA
50%
01/21/2020
cash
33.33%
MDLZ
16.67%
TSLA
50%
01/17/2020
cash
30%
MDLZ
16%
TSLA
50%
WBA
4%
01/15/2020
cash
50%
MDLZ
50%
01/13/2020
cash
30%
MDLZ
16%
TSLA
50%
WBA
4%
01/09/2020
cash
30%
PEP
16%
TSLA
50%
WBA
4%
01/07/2020
cash
30%
MRNA
4%
PEP
16%
TSLA
50%
01/03/2020
cash
30%
MRNA
20%
XEL
50%
01/01/2020
cash
30%
PCAR
20%
XEL
50%
12/30/2019
cash
30%
PCAR
20%
VRSK
50%
12/28/2019
cash
30%
DDOG
4%
TSLA
50%
VRSK
16%
12/26/2019
cash
30%
PCAR
4%
PEP
16%
TSLA
50%
12/24/2019
cash
30%
COST
16%
PCAR
4%
TSLA
50%
12/20/2019
cash
30%
COST
16%
PDD
4%
TSLA
50%
12/18/2019
cash
30%
ADP
16%
TEAM
4%
TSLA
50%
12/16/2019
cash
30%
AAPL
50%
COST
16%
MRNA
4%
12/14/2019
cash
30%
AAPL
50%
COST
16%
CRWD
4%
12/12/2019
cash
30%
ADP
16%
CRWD
4%
TSLA
50%
12/10/2019
cash
30%
ADP
50%
DDOG
20%
12/06/2019
cash
30%
AAPL
50%
COST
16%
DLTR
4%
12/04/2019
cash
30%
AMD
50%
COST
16%
DLTR
4%
12/03/2019
cash
30%
ADP
50%
DLTR
20%
11/30/2019
cash
30%
COST
50%
DLTR
20%
11/28/2019
cash
30%
AAPL
50%
COST
16%
PDD
4%
11/26/2019
cash
33.33%
AAPL
50%
COST
16.67%
11/22/2019
cash
30%
MDLZ
50%
PDD
20%
11/20/2019
cash
50%
COST
50%
11/18/2019
cash
30%
BKNG
4%
TSLA
50%
XEL
16%
11/14/2019
cash
30%
FANG
4%
PEP
16%
TSLA
50%
11/12/2019
cash
30%
IDXX
4%
TSLA
50%
XEL
16%
11/08/2019
cash
30%
ENPH
4%
TSLA
50%
VRSK
16%
10/31/2019
cash
30%
ENPH
4%
NVDA
50%
VRSK
16%
10/23/2019
cash
50%
BKR
50%
10/21/2019
cash
30%
AAPL
50%
BKR
4%
MDLZ
16%
10/19/2019
cash
50%
PEP
50%
10/17/2019
cash
30%
AAPL
50%
CRWD
4%
VRSK
16%
10/15/2019
cash
30%
AAPL
50%
CRWD
4%
PEP
16%
10/11/2019
cash
30%
AAPL
50%
XEL
16%
ZM
4%
10/10/2019
cash
30%
AAPL
50%
MRNA
4%
XEL
16%
10/09/2019
cash
30%
MRNA
20%
XEL
50%
10/07/2019
cash
30%
ADP
50%
MU
20%
10/04/2019
cash
30%
AAPL
50%
MRNA
4%
XEL
16%
10/01/2019
cash
30%
ENPH
20%
VRSK
50%
09/27/2019
cash
30%
DDOG
20%
VRSK
50%
09/21/2019
cash
30%
COST
50%
DDOG
20%
09/19/2019
cash
30%
AAPL
50%
ADP
16%
DDOG
4%
09/11/2019
cash
30%
AAPL
50%
ADP
16%
ZS
4%
09/05/2019
cash
30%
ENPH
4%
NVDA
50%
XEL
16%
09/04/2019
cash
30%
ADP
16%
ENPH
4%
NVDA
50%
09/03/2019
cash
30%
ADP
50%
ENPH
20%
08/29/2019
cash
33.33%
ADP
16.67%
NVDA
50%
08/28/2019
cash
30%
ADP
50%
ZS
20%
08/26/2019
cash
30%
ADP
16%
NVDA
50%
ZS
4%
08/24/2019
cash
30%
ADP
50%
ZS
20%
08/22/2019
cash
30%
MDLZ
16%
NVDA
50%
ZS
4%
08/20/2019
cash
30%
MDLZ
50%
ZS
20%
08/16/2019
cash
30%
AAPL
50%
COST
16%
KHC
4%
08/14/2019
cash
30%
COST
50%
KHC
20%
08/13/2019
cash
30%
COST
16%
GOOGL
50%
KHC
4%
08/06/2019
cash
30%
COST
50%
ON
20%
08/02/2019
cash
30%
ALGN
20%
COST
50%
08/01/2019
cash
30%
ALGN
20%
PEP
50%
07/31/2019
cash
30%
ALGN
20%
MDLZ
50%
07/25/2019
cash
30%
ALGN
20%
PEP
50%
07/23/2019
cash
30%
AMD
50%
NFLX
4%
PEP
16%
07/19/2019
cash
30%
ILMN
20%
PEP
50%
07/17/2019
cash
30%
ILMN
20%
MDLZ
50%
07/15/2019
cash
30%
AMD
50%
ILMN
4%
MDLZ
16%
07/13/2019
cash
30%
ADP
16%
AMD
50%
ILMN
4%
07/11/2019
cash
30%
ADP
16%
AMD
50%
EA
4%
07/09/2019
cash
45.24%
AMD
50%
EA
4.76%
07/05/2019
cash
30%
ADP
16%
AMD
50%
EA
4%
07/03/2019
cash
30%
ADP
16%
MSFT
50%
ZM
4%
07/01/2019
cash
30%
AMD
50%
CRWD
4%
XEL
16%
06/29/2019
cash
30%
ADP
50%
ZM
20%
06/27/2019
cash
30%
ADP
50%
CRWD
20%
06/25/2019
cash
30%
VRSK
50%
ZM
20%
06/15/2019
cash
30%
CRWD
4%
MSFT
50%
VRSK
16%
06/13/2019
cash
30%
AMD
50%
CRWD
4%
XEL
16%
06/07/2019
cash
30%
AMD
50%
MRNA
4%
XEL
16%
06/05/2019
cash
30%
COST
50%
MRNA
20%
06/03/2019
cash
50%
ADP
50%
06/01/2019
cash
30%
COST
50%
KHC
20%
05/30/2019
cash
30%
COST
50%
QCOM
20%
05/23/2019
cash
30%
MDLZ
50%
QCOM
20%
05/22/2019
cash
30%
MDLZ
16%
MSFT
50%
TSLA
4%
05/20/2019
cash
30%
TSLA
20%
VRSK
50%
05/16/2019
cash
30%
ON
20%
VRSK
50%
05/14/2019
cash
30%
TTD
20%
VRSK
50%
05/06/2019
cash
30%
ADP
50%
CTSH
20%
05/04/2019
cash
30%
ADP
16%
CTSH
4%
NFLX
50%
05/02/2019
cash
30%
ADP
50%
INTC
20%
04/26/2019
cash
30%
COST
50%
ZM
20%
04/23/2019
cash
45.24%
AAPL
50%
ZM
4.76%
04/18/2019
cash
30%
AAPL
50%
XEL
16%
ZM
4%
04/16/2019
cash
30%
AAPL
50%
REGN
4%
XEL
16%
04/12/2019
cash
30%
AAPL
50%
MDLZ
16%
PDD
4%
04/04/2019
cash
30%
AAPL
50%
WBA
4%
XEL
16%
04/02/2019
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
03/29/2019
cash
30%
AAPL
50%
BIIB
4%
XEL
16%
03/27/2019
cash
30%
BIIB
20%
XEL
50%
03/25/2019
cash
30%
BIIB
20%
COST
50%
03/23/2019
cash
30%
BIIB
20%
VRSK
50%
03/21/2019
cash
30%
AAPL
50%
BIIB
4%
XEL
16%
03/19/2019
cash
30%
AAPL
50%
PDD
4%
XEL
16%
03/15/2019
cash
30%
AAPL
50%
PDD
4%
PEP
16%
03/13/2019
cash
33.33%
AAPL
50%
ADP
16.67%
03/11/2019
cash
30%
ADP
16%
MSFT
50%
WBA
4%
03/07/2019
cash
30%
ADP
50%
WBA
20%
02/27/2019
cash
30%
KHC
4%
MDLZ
16%
MSFT
50%
02/23/2019
cash
30%
AMD
50%
KHC
4%
MDLZ
16%
02/21/2019
cash
30%
AMD
50%
TSLA
4%
VRSK
16%
02/19/2019
cash
30%
AMD
50%
PEP
16%
SGEN
4%
02/15/2019
cash
30%
AMD
50%
PDD
4%
XEL
16%
02/13/2019
cash
30%
AMD
50%
COST
16%
SGEN
4%
02/11/2019
cash
30%
COST
50%
SGEN
20%
02/07/2019
cash
30%
COST
50%
PDD
20%
02/05/2019
cash
30%
AMD
50%
COST
16%
ILMN
4%
02/01/2019
cash
30%
AMD
50%
COST
16%
QCOM
4%
01/30/2019
cash
30%
AMD
50%
COST
16%
ILMN
4%
01/28/2019
cash
50%
PEP
50%
01/22/2019
cash
30%
COST
50%
TSLA
20%
01/18/2019
cash
30%
AMZN
50%
PEP
16%
TSLA
4%
01/16/2019
cash
30%
AMZN
50%
AZN
4%
PEP
16%
01/14/2019
cash
30%
AZN
4%
PEP
16%
TSLA
50%
01/10/2019
cash
30%
ALGN
4%
PEP
16%
TSLA
50%
01/08/2019
cash
30%
ALGN
4%
TSLA
50%
XEL
16%
01/04/2019
cash
30%
ALGN
20%
XEL
50%
01/02/2019
cash
30%
WBA
20%
XEL
50%
12/27/2018
cash
30%
MDLZ
50%
MRNA
20%
12/25/2018
cash
30%
COST
50%
MELI
20%
12/21/2018
cash
30%
COST
50%
TTD
20%
12/19/2018
cash
30%
COST
50%
MNST
20%
12/15/2018
cash
30%
COST
50%
MRNA
20%
12/07/2018
cash
30%
MRNA
20%
VRSK
50%
12/05/2018
cash
30%
FANG
20%
VRSK
50%
12/03/2018
cash
30%
AZN
4%
TSLA
50%
XEL
16%
12/01/2018
cash
30%
ROST
4%
TSLA
50%
VRSK
16%
11/29/2018
cash
30%
ADP
50%
ROST
20%
11/28/2018
cash
30%
NVDA
4%
TSLA
50%
VRSK
16%
11/17/2018
cash
30%
COST
50%
NVDA
20%
11/15/2018
cash
30%
COST
50%
QCOM
20%
11/13/2018
cash
30%
COST
50%
PDD
20%
11/12/2018
cash
30%
ADP
50%
QCOM
20%
11/09/2018
cash
30%
QCOM
20%
XEL
50%
11/07/2018
cash
30%
AAPL
4%
TSLA
50%
XEL
16%
11/06/2018
cash
30%
SGEN
20%
XEL
50%
11/02/2018
cash
30%
ALGN
20%
XEL
50%
11/01/2018
cash
30%
ADP
50%
ALGN
20%
10/29/2018
cash
50%
AMD
50%
10/26/2018
cash
30%
ADP
50%
AMD
20%
10/24/2018
cash
30%
ADP
50%
PDD
20%
10/23/2018
cash
30%
MDLZ
50%
PDD
20%
10/22/2018
cash
30%
EBAY
20%
MDLZ
50%
10/20/2018
cash
30%
ADP
50%
PDD
20%
10/18/2018
cash
30%
MDLZ
50%
ODFL
20%
10/16/2018
cash
30%
ADP
50%
NVDA
20%
10/10/2018
cash
30%
ADP
50%
PDD
20%
10/08/2018
cash
30%
COST
50%
TSLA
20%
10/06/2018
cash
30%
COST
50%
PDD
20%
10/04/2018
cash
30%
AMD
20%
PEP
50%
10/02/2018
cash
45.24%
AAPL
50%
SIRI
4.76%
09/28/2018
cash
45.24%
AAPL
50%
CPRT
4.76%
09/26/2018
cash
30%
CPRT
20%
XEL
50%
09/22/2018
cash
30%
COST
50%
CPRT
20%
09/20/2018
cash
30%
AMD
50%
COST
16%
ZS
4%
09/18/2018
cash
30%
AMD
50%
JD
4%
XEL
16%
09/17/2018
cash
30%
ENPH
20%
XEL
50%
09/14/2018
cash
30%
AMD
50%
ENPH
4%
XEL
16%
09/13/2018
cash
30%
ADP
16%
AMD
50%
MU
4%
09/12/2018
cash
30%
MU
20%
XEL
50%
09/11/2018
cash
30%
ADP
16%
AMD
50%
MU
4%
09/10/2018
cash
30%
JD
20%
MDLZ
50%
09/08/2018
cash
30%
MDLZ
50%
TSLA
20%
09/06/2018
cash
30%
JD
20%
PEP
50%
09/04/2018
cash
30%
DLTR
20%
PEP
50%
08/31/2018
cash
30%
AAPL
50%
DLTR
4%
PEP
16%
08/29/2018
cash
30%
AAPL
50%
KDP
4%
PEP
16%
08/25/2018
cash
30%
AAPL
50%
AMAT
4%
PEP
16%
08/23/2018
cash
30%
AMAT
20%
PEP
50%
08/21/2018
cash
30%
MELI
20%
PEP
50%
08/17/2018
cash
30%
MDLZ
50%
TSLA
20%
08/15/2018
cash
30%
MCHP
20%
MDLZ
50%
08/13/2018
cash
30%
BKNG
20%
MDLZ
50%
08/11/2018
cash
30%
MDLZ
50%
PDD
20%
08/09/2018
cash
30%
MDLZ
16%
PDD
4%
TSLA
50%
08/02/2018
cash
30%
ADP
16%
PDD
4%
TSLA
50%
07/26/2018
cash
50%
PDD
50%
07/24/2018
cash
50%
NFLX
50%
07/20/2018
cash
30%
AVGO
20%
XEL
50%
07/10/2018
cash
30%
AMZN
50%
KDP
4%
XEL
16%
07/06/2018
cash
30%
ADP
16%
AMZN
50%
TSLA
4%
07/05/2018
cash
30%
ADP
16%
AMZN
50%
WBA
4%
07/04/2018
cash
30%
ADP
50%
MU
20%
07/02/2018
cash
30%
ADP
50%
ON
20%
06/26/2018
cash
30%
ADP
50%
SBUX
20%
06/25/2018
cash
30%
MU
20%
VRSK
50%
06/22/2018
cash
30%
SBUX
20%
VRSK
50%
06/20/2018
cash
30%
AMZN
50%
SBUX
4%
VRSK
16%
06/18/2018
cash
30%
AMZN
50%
LRCX
4%
VRSK
16%
06/14/2018
cash
30%
AMZN
50%
LRCX
4%
XEL
16%
06/12/2018
cash
30%
AMZN
50%
ENPH
4%
XEL
16%
06/08/2018
cash
30%
ENPH
20%
XEL
50%
06/06/2018
cash
30%
AMZN
50%
DLTR
4%
XEL
16%
06/02/2018
cash
30%
AMZN
50%
COST
16%
FANG
4%
05/31/2018
cash
33.33%
AMZN
50%
MDLZ
16.67%
05/29/2018
cash
45.24%
AMZN
50%
FANG
4.76%
05/25/2018
cash
30%
AMZN
50%
MDLZ
16%
ZS
4%
05/23/2018
cash
30%
AMZN
50%
XEL
16%
ZS
4%
05/21/2018
cash
30%
AMZN
50%
MELI
4%
XEL
16%
05/17/2018
cash
30%
AAPL
50%
MELI
4%
XEL
16%
05/15/2018
cash
30%
MELI
20%
XEL
50%
05/11/2018
cash
30%
AMZN
50%
MNST
4%
XEL
16%
05/07/2018
cash
30%
AMZN
50%
PEP
16%
TMUS
4%
05/05/2018
cash
30%
AMZN
50%
GILD
4%
VRSK
16%
05/03/2018
cash
30%
AMZN
50%
CHTR
4%
MDLZ
16%
05/01/2018
cash
30%
AMZN
50%
ODFL
4%
PEP
16%
04/30/2018
cash
50%
MU
50%
04/27/2018
cash
33.33%
AMZN
50%
PEP
16.67%
04/24/2018
cash
50%
AMAT
50%
04/19/2018
cash
30%
NXPI
20%
PEP
50%
04/17/2018
cash
30%
AAPL
50%
FAST
4%
PEP
16%
04/13/2018
cash
30%
AAPL
50%
FAST
4%
XEL
16%
04/05/2018
cash
30%
COST
50%
ENPH
20%
04/03/2018
cash
30%
MDLZ
50%
TTD
20%
03/28/2018
cash
30%
MDLZ
50%
TSLA
20%
03/16/2018
cash
30%
MDLZ
50%
ZS
20%
03/14/2018
cash
30%
COST
50%
DLTR
20%
03/12/2018
cash
30%
COST
16%
DLTR
4%
NFLX
50%
03/10/2018
cash
30%
DLTR
4%
NFLX
50%
XEL
16%
03/08/2018
cash
30%
COST
16%
DLTR
4%
NFLX
50%
03/06/2018
cash
30%
MNST
4%
NFLX
50%
XEL
16%
03/02/2018
cash
30%
MNST
20%
XEL
50%
02/28/2018
cash
30%
CMCSA
20%
XEL
50%
02/14/2018
cash
30%
BIIB
4%
NFLX
50%
PEP
16%
02/12/2018
cash
30%
ADP
50%
AMD
20%
02/10/2018
cash
30%
ALGN
20%
COST
50%
02/08/2018
cash
30%
ADP
50%
ALGN
20%
02/06/2018
cash
100%
02/02/2018
cash
30%
ADP
50%
LRCX
20%
01/31/2018
cash
30%
LRCX
4%
NVDA
50%
PEP
16%
01/27/2018
cash
30%
AVGO
20%
XEL
50%
01/25/2018
cash
30%
ENPH
20%
VRSK
50%
01/13/2018
cash
30%
AMZN
50%
ENPH
4%
XEL
16%
01/11/2018
cash
30%
AEP
4%
AMZN
50%
XEL
16%
01/09/2018
cash
30%
AMZN
50%
INTC
4%
XEL
16%
01/05/2018
cash
30%
AMZN
50%
DXCM
4%
XEL
16%
01/03/2018
cash
30%
AMZN
50%
INTC
4%
XEL
16%
01/02/2018
cash
30%
AMZN
50%
TTD
4%
XEL
16%
12/29/2017
cash
30%
TTD
20%
XEL
50%
12/22/2017
cash
30%
ENPH
20%
XEL
50%
12/20/2017
cash
30%
SGEN
20%
XEL
50%
12/18/2017
cash
30%
AMZN
50%
SGEN
4%
XEL
16%
12/16/2017
cash
30%
AMZN
50%
SIRI
4%
VRSK
16%
12/14/2017
cash
45.24%
AMZN
50%
SGEN
4.76%
12/12/2017
cash
30%
AMZN
50%
SGEN
4%
XEL
16%
12/08/2017
cash
30%
ADSK
4%
AMZN
50%
PEP
16%
12/07/2017
cash
30%
ADSK
4%
AMZN
50%
XEL
16%
12/06/2017
cash
30%
ADSK
20%
XEL
50%
12/04/2017
cash
30%
MU
20%
XEL
50%
12/02/2017
cash
30%
ADSK
20%
XEL
50%
11/30/2017
cash
30%
ADSK
4%
AMZN
50%
XEL
16%
11/28/2017
cash
30%
AMZN
50%
REGN
4%
XEL
16%
11/24/2017
cash
30%
ADP
16%
AMZN
50%
JD
4%
11/22/2017
cash
30%
ADP
16%
AMZN
50%
EA
4%
11/18/2017
cash
30%
ADP
50%
TTD
20%
11/16/2017
cash
30%
AMZN
50%
TTD
4%
VRSK
16%
11/10/2017
cash
30%
ADP
50%
TTD
20%
11/08/2017
cash
30%
ADP
16%
AMZN
50%
BKNG
4%
11/06/2017
cash
30%
ADP
16%
AMZN
50%
TMUS
4%
11/04/2017
cash
30%
ADP
16%
AMD
4%
NVDA
50%
11/02/2017
cash
45.24%
AMD
4.76%
NVDA
50%
10/31/2017
cash
30%
AMD
4%
NVDA
50%
PEP
16%
10/25/2017
cash
30%
AMD
20%
PEP
50%
10/23/2017
cash
30%
MDLZ
50%
MELI
20%
10/21/2017
cash
30%
MDLZ
16%
MELI
4%
NVDA
50%
10/19/2017
cash
30%
MDLZ
50%
MELI
20%
10/17/2017
cash
30%
COST
16%
MELI
4%
NVDA
50%
10/13/2017
cash
30%
COST
16%
ENPH
4%
NVDA
50%
10/11/2017
cash
30%
COST
16%
TSLA
50%
WBA
4%
10/09/2017
cash
30%
COST
16%
DXCM
4%
NVDA
50%
10/07/2017
cash
30%
COST
16%
DXCM
4%
TSLA
50%
10/05/2017
cash
30%
DXCM
4%
PEP
16%
TSLA
50%
09/29/2017
cash
45.24%
DXCM
4.76%
NVDA
50%
09/25/2017
cash
30%
JD
20%
XEL
50%
09/21/2017
cash
30%
ANSS
20%
XEL
50%
09/15/2017
cash
30%
REGN
20%
XEL
50%
09/13/2017
cash
30%
PEP
16%
REGN
4%
TSLA
50%
09/11/2017
cash
30%
AAPL
50%
MDLZ
16%
REGN
4%
09/07/2017
cash
30%
DXCM
20%
MDLZ
50%
09/05/2017
cash
50%
MDLZ
50%
08/30/2017
cash
33.33%
AAPL
50%
MDLZ
16.67%
08/29/2017
cash
30%
AAPL
50%
MDLZ
16%
TEAM
4%
08/28/2017
cash
30%
JD
20%
MDLZ
50%
08/24/2017
cash
30%
ADP
50%
JD
20%
08/23/2017
cash
30%
ADP
50%
TTD
20%
08/22/2017
cash
30%
AAPL
50%
ADP
16%
JD
4%
08/17/2017
cash
30%
ADP
50%
JD
20%
08/16/2017
cash
30%
ENPH
4%
TSLA
50%
VRSK
16%
08/14/2017
cash
30%
ADP
16%
MELI
4%
TSLA
50%
08/12/2017
cash
30%
MELI
20%
VRSK
50%
08/10/2017
cash
30%
ADP
50%
MELI
20%
08/08/2017
cash
30%
ADP
16%
MELI
4%
TSLA
50%
08/02/2017
cash
30%
AZN
20%
VRSK
50%
07/31/2017
cash
50%
MU
50%
07/29/2017
cash
50%
AZN
50%
07/27/2017
cash
50%
COST
50%
07/21/2017
cash
30%
COST
16%
CSX
4%
NVDA
50%
07/19/2017
cash
30%
ADP
16%
CSX
4%
NVDA
50%
07/17/2017
cash
30%
COST
16%
NVDA
50%
ROST
4%
07/11/2017
cash
30%
COST
16%
NVDA
50%
ORLY
4%
07/07/2017
cash
30%
COST
50%
ORLY
20%
07/05/2017
cash
30%
MDLZ
50%
ORLY
20%
07/03/2017
cash
30%
SGEN
20%
XEL
50%
06/29/2017
cash
30%
MDLZ
50%
SGEN
20%
06/27/2017
cash
30%
COST
50%
SGEN
20%
06/23/2017
cash
33.33%
COST
16.67%
TSLA
50%
06/21/2017
cash
30%
COST
16%
DLTR
4%
NVDA
50%
06/20/2017
cash
30%
COST
50%
KLAC
20%
06/19/2017
cash
33.33%
COST
16.67%
NVDA
50%
06/17/2017
cash
30%
COST
50%
TTD
20%
06/12/2017
cash
30%
MDLZ
50%
TTD
20%
06/09/2017
cash
30%
ADI
20%
PEP
50%
06/07/2017
cash
30%
FANG
4%
NVDA
50%
VRSK
16%
06/03/2017
cash
30%
ADP
16%
FANG
4%
NVDA
50%
05/30/2017
cash
30%
FANG
4%
NVDA
50%
VRSK
16%
05/26/2017
cash
30%
AMD
4%
MDLZ
16%
NVDA
50%
05/23/2017
cash
45.24%
ENPH
4.76%
NVDA
50%
05/18/2017
cash
30%
COST
16%
ENPH
4%
NVDA
50%
05/17/2017
cash
30%
COST
50%
ENPH
20%
05/16/2017
cash
30%
COST
16%
ENPH
4%
NVDA
50%
05/12/2017
cash
30%
ADP
16%
ENPH
4%
NVDA
50%
05/10/2017
cash
30%
ADP
16%
AMD
4%
NVDA
50%
05/08/2017
cash
30%
AAPL
50%
ADP
16%
AMD
4%
05/06/2017
cash
30%
ADP
16%
AMD
4%
AMZN
50%
05/04/2017
cash
30%
AMD
20%
VRSK
50%
05/02/2017
cash
45.24%
AMD
4.76%
AMZN
50%
04/28/2017
cash
30%
ENPH
20%
PEP
50%
04/26/2017
cash
45.24%
AAPL
50%
EBAY
4.76%
04/24/2017
cash
45.24%
AAPL
50%
FAST
4.76%
04/22/2017
cash
30%
AAPL
50%
COST
16%
FAST
4%
04/20/2017
cash
30%
AAPL
50%
COST
16%
ENPH
4%
04/19/2017
cash
30%
AMZN
50%
COST
16%
ENPH
4%
04/18/2017
cash
30%
ADP
50%
FAST
20%
04/17/2017
cash
30%
AMZN
50%
FAST
4%
VRSK
16%
04/12/2017
cash
30%
AMD
20%
VRSK
50%
04/11/2017
cash
30%
NVDA
20%
VRSK
50%
04/10/2017
cash
30%
LULU
20%
VRSK
50%
04/08/2017
cash
30%
LULU
20%
XEL
50%
04/06/2017
cash
30%
ADP
50%
LULU
20%
04/04/2017
cash
30%
AAPL
50%
ADP
16%
LULU
4%
03/31/2017
cash
30%
AAPL
50%
LULU
4%
MDLZ
16%
03/29/2017
cash
30%
AAPL
50%
ADP
16%
ENPH
4%
03/27/2017
cash
30%
AAPL
50%
MDLZ
16%
TTD
4%
03/24/2017
cash
30%
AAPL
50%
ADP
16%
TTD
4%
03/23/2017
cash
30%
ADP
50%
TTD
20%
03/22/2017
cash
30%
AAPL
50%
ADP
16%
TTD
4%
03/17/2017
cash
30%
TTD
20%
VRSK
50%
03/15/2017
cash
30%
AAPL
50%
TTD
4%
VRSK
16%
03/11/2017
cash
30%
AAPL
50%
COST
16%
ENPH
4%
03/09/2017
cash
30%
COST
50%
ENPH
20%
03/03/2017
cash
50%
COST
50%
03/01/2017
cash
33.33%
AAPL
50%
VRSK
16.67%
02/27/2017
cash
30%
MDLZ
50%
TSLA
20%
02/25/2017
cash
30%
TSLA
20%
VRSK
50%
02/23/2017
cash
30%
NVDA
20%
VRSK
50%
02/21/2017
cash
30%
AAPL
50%
NVDA
4%
XEL
16%
02/17/2017
cash
30%
AAPL
50%
MDLZ
16%
NVDA
4%
02/15/2017
cash
45.24%
AAPL
50%
MU
4.76%
02/13/2017
cash
30%
AAPL
50%
GILD
4%
MDLZ
16%
02/09/2017
cash
30%
AAPL
50%
ADP
16%
GILD
4%
02/07/2017
cash
30%
AAPL
50%
ADP
16%
ENPH
4%
02/03/2017
cash
30%
ADP
16%
ENPH
4%
NVDA
50%
02/01/2017
cash
45.24%
ENPH
4.76%
NVDA
50%
01/30/2017
cash
50%
ENPH
50%
01/28/2017
cash
30%
MDLZ
16%
NVDA
50%
QCOM
4%
01/26/2017
cash
45.24%
NVDA
50%
QCOM
4.76%
01/24/2017
cash
33.33%
AAPL
50%
VRSK
16.67%
01/20/2017
cash
30%
AMD
20%
VRSK
50%
01/12/2017
cash
30%
AAPL
50%
AMD
4%
PEP
16%
01/10/2017
cash
30%
AAPL
50%
MNST
4%
PEP
16%
01/06/2017
cash
30%
MSFT
50%
PEP
16%
TTD
4%
01/04/2017
cash
30%
COST
16%
GOOGL
50%
TTD
4%
01/03/2017
cash
30%
COST
16%
ENPH
4%
GOOGL
50%
12/30/2016
cash
30%
COST
50%
ENPH
20%
12/29/2016
cash
30%
ENPH
20%
PEP
50%
12/27/2016
cash
30%
MSFT
50%
SGEN
4%
VRSK
16%
12/23/2016
cash
30%
ENPH
4%
MSFT
50%
VRSK
16%
12/19/2016
cash
30%
MSFT
50%
TEAM
4%
VRSK
16%
12/17/2016
cash
30%
ENPH
20%
VRSK
50%
12/13/2016
cash
30%
MSFT
50%
VRSK
16%
WDAY
4%
12/09/2016
cash
30%
MDLZ
16%
MSFT
50%
WDAY
4%
12/07/2016
cash
30%
MDLZ
16%
MSFT
50%
VRTX
4%
12/05/2016
cash
30%
MDLZ
50%
VRTX
20%
12/01/2016
cash
50%
MDLZ
50%
11/29/2016
cash
33.33%
COST
16.67%
MSFT
50%
11/25/2016
cash
30%
COST
16%
MSFT
50%
REGN
4%
11/23/2016
cash
33.33%
MSFT
50%
PEP
16.67%
11/19/2016
cash
30%
MELI
4%
MSFT
50%
PEP
16%
11/17/2016
cash
30%
MSFT
50%
NFLX
4%
XEL
16%
11/15/2016
cash
30%
ENPH
20%
PEP
50%
11/14/2016
cash
30%
MDLZ
50%
MNST
20%
11/11/2016
cash
30%
DXCM
20%
MDLZ
50%
11/09/2016
cash
30%
DXCM
4%
MSFT
50%
XEL
16%
11/08/2016
cash
30%
COST
16%
DXCM
4%
MSFT
50%
11/07/2016
cash
50%
COST
50%
11/03/2016
cash
30%
COST
50%
DXCM
20%
11/01/2016
cash
30%
AMGN
20%
COST
50%
10/31/2016
cash
50%
AMGN
50%
10/28/2016
cash
30%
ADP
50%
AMGN
20%
10/26/2016
cash
30%
ADP
50%
EBAY
20%
10/24/2016
cash
45.24%
EBAY
4.76%
MSFT
50%
10/21/2016
cash
50%
COST
50%
10/20/2016
cash
30%
ILMN
20%
MDLZ
50%
10/18/2016
cash
30%
AAPL
50%
ILMN
4%
MDLZ
16%
10/14/2016
cash
30%
ILMN
20%
MDLZ
50%
10/11/2016
cash
30%
ILMN
20%
XEL
50%
10/08/2016
cash
30%
AAPL
50%
TTD
4%
XEL
16%
10/06/2016
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
10/04/2016
cash
30%
AAPL
50%
ENPH
4%
XEL
16%
09/30/2016
cash
30%
AAPL
50%
TTD
4%
XEL
16%
09/28/2016
cash
45.24%
AAPL
50%
TTD
4.76%
09/24/2016
cash
30%
TTD
20%
VRSK
50%
09/22/2016
cash
30%
AAPL
50%
TTD
4%
VRSK
16%
09/20/2016
cash
30%
ENPH
20%
VRSK
50%
09/16/2016
cash
30%
AAPL
50%
ENPH
4%
VRSK
16%
09/15/2016
cash
30%
AAPL
50%
AMD
4%
COST
16%
09/14/2016
cash
30%
ADP
50%
AMD
20%
09/08/2016
cash
30%
AMD
20%
COST
50%
09/02/2016
cash
30%
AAPL
50%
COST
16%
LULU
4%
09/01/2016
cash
30%
AMZN
50%
COST
16%
DLTR
4%
08/27/2016
cash
30%
COST
50%
DLTR
20%
08/25/2016
cash
50%
COST
50%
08/23/2016
cash
50%
XEL
50%
08/19/2016
cash
30%
KLAC
20%
MDLZ
50%
08/17/2016
cash
30%
KLAC
20%
XEL
50%
08/15/2016
cash
30%
AAPL
50%
KLAC
4%
XEL
16%
08/11/2016
cash
30%
AAPL
50%
KLAC
4%
VRSK
16%
08/09/2016
cash
33.33%
AAPL
50%
VRSK
16.67%
08/03/2016
cash
33.33%
AAPL
50%
ADP
16.67%
07/30/2016
cash
30%
AAPL
50%
ADP
16%
CDNS
4%
07/28/2016
cash
45.24%
AAPL
50%
NFLX
4.76%
07/26/2016
cash
30%
FANG
4%
MSFT
50%
PEP
16%
07/22/2016
cash
45.24%
AMZN
50%
NFLX
4.76%
07/20/2016
cash
30%
AMZN
50%
NFLX
4%
XEL
16%
07/18/2016
cash
30%
MNST
20%
XEL
50%
07/16/2016
cash
50%
XEL
50%
07/14/2016
cash
30%
AMZN
50%
FAST
4%
XEL
16%
07/12/2016
cash
30%
AMZN
50%
WBA
4%
XEL
16%
07/08/2016
cash
33.33%
AMZN
50%
XEL
16.67%
07/06/2016
cash
30%
AMZN
50%
COST
16%
ENPH
4%
06/30/2016
cash
30%
AMZN
50%
COST
16%
ON
4%
06/28/2016
cash
30%
MDLZ
50%
NXPI
20%
06/24/2016
cash
30%
MDLZ
50%
VRTX
20%
06/23/2016
cash
30%
AMZN
50%
TSLA
4%
XEL
16%
06/22/2016
cash
30%
MDLZ
50%
TSLA
20%
06/20/2016
cash
30%
MDLZ
50%
REGN
20%
06/18/2016
cash
30%
MDLZ
50%
SGEN
20%
06/14/2016
cash
30%
BIIB
20%
MDLZ
50%
06/08/2016
cash
30%
ADP
50%
BIIB
20%
06/06/2016
cash
50%
ADP
50%
06/04/2016
cash
50%
PEP
50%
06/02/2016
cash
30%
AMZN
50%
CTSH
4%
PEP
16%
05/27/2016
cash
33.33%
AMZN
50%
PEP
16.67%
05/25/2016
cash
30%
AMZN
50%
CHTR
4%
XEL
16%
05/23/2016
cash
30%
AMZN
50%
PCAR
4%
PEP
16%
05/21/2016
cash
30%
PEP
50%
ROST
20%
05/19/2016
cash
50%
VRTX
50%
05/18/2016
cash
30%
DLTR
20%
PEP
50%
05/13/2016
cash
30%
COST
50%
ENPH
20%
05/11/2016
cash
30%
ADP
50%
ENPH
20%
05/10/2016
cash
30%
AMZN
50%
COST
16%
ENPH
4%
05/09/2016
cash
30%
ADP
50%
ENPH
20%
05/07/2016
cash
30%
COST
50%
ENPH
20%
05/05/2016
cash
30%
ADP
50%
ENPH
20%
05/03/2016
cash
100%
04/29/2016
cash
30%
AAPL
20%
COST
50%
04/21/2016
cash
30%
ILMN
20%
XEL
50%
04/19/2016
cash
30%
ILMN
20%
VRSK
50%
04/15/2016
cash
33.33%
AMZN
50%
COST
16.67%
04/13/2016
cash
33.33%
AAPL
50%
COST
16.67%
04/09/2016
cash
50%
COST
50%
04/05/2016
cash
30%
MAR
20%
XEL
50%
04/01/2016
cash
30%
AAPL
50%
MAR
4%
MDLZ
16%
03/30/2016
cash
30%
AAPL
50%
ENPH
4%
MDLZ
16%
03/24/2016
cash
30%
ENPH
20%
MDLZ
50%
03/16/2016
cash
30%
AAPL
50%
ENPH
4%
MDLZ
16%
03/14/2016
cash
30%
COST
16%
MSFT
50%
REGN
4%
03/12/2016
cash
30%
ADP
50%
REGN
20%
03/10/2016
cash
30%
ADP
50%
TEAM
20%
03/08/2016
cash
30%
COST
50%
DLTR
20%
03/04/2016
cash
30%
DLTR
20%
XEL
50%
03/02/2016
cash
30%
AZN
20%
PEP
50%
02/29/2016
cash
30%
MU
20%
PEP
50%
02/27/2016
cash
30%
ENPH
20%
PEP
50%
02/25/2016
cash
50%
PEP
50%
02/23/2016
cash
30%
AEP
20%
XEL
50%
02/19/2016
cash
30%
EXC
20%
XEL
50%
02/17/2016
cash
50%
WDAY
50%
02/13/2016
cash
30%
DXCM
20%
MDLZ
50%
02/11/2016
cash
30%
MDLZ
50%
TSLA
20%
02/09/2016
cash
30%
AMZN
20%
MDLZ
50%
02/05/2016
cash
30%
EA
20%
MDLZ
50%
02/03/2016
cash
50%
ILMN
50%
02/02/2016
cash
30%
COST
50%
SGEN
20%
02/01/2016
cash
30%
MSFT
50%
NFLX
4%
VRSK
16%
01/30/2016
cash
30%
COST
50%
NFLX
20%
01/28/2016
cash
30%
TEAM
20%
VRSK
50%
01/27/2016
cash
30%
COST
50%
TEAM
20%
01/26/2016
cash
30%
COST
50%
MU
20%
01/22/2016
cash
30%
ENPH
20%
VRSK
50%
01/20/2016
cash
30%
ENPH
20%
PEP
50%
01/14/2016
cash
30%
ENPH
20%
MDLZ
50%
01/12/2016
cash
30%
ADP
50%
ENPH
20%
01/08/2016
cash
30%
AMD
20%
MDLZ
50%
01/06/2016
cash
30%
ADP
50%
ENPH
20%
01/04/2016
cash
30%
ADP
50%
JD
20%
12/31/2015
cash
50%
XEL
50%
12/29/2015
cash
30%
AMZN
50%
FANG
4%
VRSK
16%
12/23/2015
cash
30%
COST
16%
FANG
4%
MSFT
50%
12/22/2015
cash
30%
ADP
16%
FANG
4%
MSFT
50%
12/21/2015
cash
30%
ADP
50%
TEAM
20%
12/17/2015
cash
30%
COST
50%
TEAM
20%
12/16/2015
cash
30%
AMZN
50%
COST
16%
TEAM
4%
12/15/2015
cash
30%
COST
50%
TEAM
20%
12/11/2015
cash
30%
ADP
50%
TEAM
20%
12/09/2015
cash
30%
COST
50%
CSX
20%
12/04/2015
cash
30%
AMZN
50%
CSX
4%
XEL
16%
12/03/2015
cash
30%
SGEN
20%
XEL
50%
12/01/2015
cash
30%
AMZN
50%
MDLZ
16%
SGEN
4%
11/23/2015
cash
30%
AMZN
50%
ENPH
4%
XEL
16%
11/21/2015
cash
30%
AMZN
50%
ENPH
4%
MDLZ
16%
11/19/2015
cash
30%
ADP
16%
AMZN
50%
ENPH
4%
11/18/2015
cash
30%
ADP
16%
AMZN
50%
ON
4%
11/09/2015
cash
30%
ENPH
20%
MDLZ
50%
11/05/2015
cash
30%
AMZN
50%
ENPH
4%
VRSK
16%
11/03/2015
cash
30%
AAPL
50%
NXPI
4%
VRSK
16%
10/30/2015
cash
33.33%
AMZN
50%
VRSK
16.67%
10/28/2015
cash
30%
ENPH
4%
MSFT
50%
VRSK
16%
10/24/2015
cash
45.24%
ENPH
4.76%
MSFT
50%
10/23/2015
cash
50%
ENPH
50%
10/20/2015
cash
30%
ENPH
20%
VRSK
50%
10/16/2015
cash
30%
NFLX
20%
VRSK
50%
10/14/2015
cash
30%
DXCM
20%
VRSK
50%
10/12/2015
cash
30%
GOOG
50%
ILMN
4%
XEL
16%
10/08/2015
cash
30%
ILMN
20%
XEL
50%
10/06/2015
cash
30%
GOOG
50%
ILMN
4%
XEL
16%
10/02/2015
cash
45.24%
AMZN
50%
ILMN
4.76%
09/30/2015
cash
30%
ENPH
20%
MDLZ
50%
09/24/2015
cash
30%
MDLZ
50%
VRTX
20%
09/22/2015
cash
30%
MDLZ
50%
MRVL
20%
09/18/2015
cash
30%
MRVL
20%
VRSK
50%
09/16/2015
cash
30%
GOOG
50%
MDLZ
16%
MRVL
4%
09/14/2015
cash
30%
MRVL
20%
PEP
50%
09/11/2015
cash
30%
MRVL
20%
XEL
50%
09/08/2015
cash
30%
NFLX
20%
XEL
50%
09/04/2015
cash
30%
JD
20%
XEL
50%
09/02/2015
cash
30%
AMZN
50%
DLTR
4%
XEL
16%
08/25/2015
cash
30%
ADP
50%
INTU
20%
08/19/2015
cash
30%
ENPH
20%
MDLZ
50%
08/17/2015
cash
30%
JD
4%
NFLX
50%
VRSK
16%
08/15/2015
cash
30%
JD
20%
VRSK
50%
08/13/2015
cash
30%
AMD
20%
VRSK
50%
08/11/2015
cash
30%
JD
20%
VRSK
50%
08/10/2015
cash
30%
JD
4%
NFLX
50%
VRSK
16%
08/07/2015
cash
30%
ADP
50%
SGEN
20%
08/05/2015
cash
30%
COST
16%
CSGP
4%
NFLX
50%
08/01/2015
cash
30%
ADP
16%
BIIB
4%
NFLX
50%
07/30/2015
cash
45.24%
BIIB
4.76%
NFLX
50%
07/28/2015
cash
45.24%
AMZN
50%
PYPL
4.76%
07/24/2015
cash
50%
PYPL
50%
07/22/2015
cash
30%
PYPL
20%
XEL
50%
07/20/2015
cash
30%
NFLX
50%
PYPL
4%
XEL
16%
07/18/2015
cash
30%
ENPH
4%
NFLX
50%
XEL
16%
07/16/2015
cash
33.33%
MDLZ
16.67%
NFLX
50%
07/14/2015
cash
30%
KHC
20%
MDLZ
50%
07/06/2015
cash
30%
ADP
50%
KHC
20%
06/29/2015
cash
30%
ADP
50%
MU
20%
06/26/2015
cash
30%
MU
20%
XEL
50%
06/24/2015
cash
30%
JD
20%
XEL
50%
06/22/2015
cash
30%
COST
16%
JD
4%
MSFT
50%
06/20/2015
cash
30%
JD
20%
XEL
50%
06/18/2015
cash
30%
ADP
16%
MSFT
50%
MU
4%
06/17/2015
cash
30%
ADP
50%
MU
20%
06/16/2015
cash
30%
COST
50%
MU
20%
06/12/2015
cash
30%
MU
20%
PEP
50%
06/10/2015
cash
30%
MSFT
50%
MU
4%
XEL
16%
06/08/2015
cash
30%
ENPH
20%
XEL
50%
06/02/2015
cash
30%
WDAY
20%
XEL
50%
05/29/2015
cash
30%
ADP
50%
WDAY
20%
05/27/2015
cash
30%
ADP
16%
AMZN
50%
WDAY
4%
05/23/2015
cash
30%
AMZN
50%
MRVL
4%
VRSK
16%
05/21/2015
cash
30%
AMZN
50%
LULU
4%
VRSK
16%
05/19/2015
cash
30%
AAPL
50%
COST
16%
MNST
4%
05/14/2015
cash
30%
ENPH
4%
MSFT
50%
VRSK
16%
05/13/2015
cash
30%
ENPH
20%
VRSK
50%
05/12/2015
cash
30%
ENPH
20%
XEL
50%
05/11/2015
cash
30%
AMZN
50%
ENPH
4%
VRSK
16%
05/08/2015
cash
30%
AMZN
50%
ENPH
4%
XEL
16%
05/05/2015
cash
30%
IDXX
20%
XEL
50%
05/01/2015
cash
30%
COST
16%
IDXX
4%
MSFT
50%
04/29/2015
cash
30%
IDXX
20%
PEP
50%
04/27/2015
cash
30%
AMD
4%
MSFT
50%
PEP
16%
04/25/2015
cash
30%
AMD
4%
AMZN
50%
MDLZ
16%
04/21/2015
cash
30%
AMD
20%
MDLZ
50%
04/17/2015
cash
30%
ASML
20%
COST
50%
04/09/2015
cash
30%
AAPL
50%
COST
16%
ON
4%
04/07/2015
cash
30%
AAPL
50%
ON
4%
XEL
16%
04/01/2015
cash
30%
ADP
50%
BIIB
20%
03/30/2015
cash
30%
ADP
50%
SGEN
20%
03/26/2015
cash
30%
ADP
50%
LRCX
20%
03/24/2015
cash
30%
ENPH
20%
VRSK
50%
03/20/2015
cash
30%
AMZN
50%
ENPH
4%
MDLZ
16%
03/18/2015
cash
30%
AAPL
50%
ENPH
4%
PEP
16%
03/16/2015
cash
30%
MDLZ
50%
NFLX
20%
03/12/2015
cash
30%
AMD
20%
MDLZ
50%
03/10/2015
cash
30%
MDLZ
50%
NFLX
20%
03/04/2015
cash
30%
WDAY
20%
XEL
50%
03/02/2015
cash
33.33%
AAPL
50%
XEL
16.67%
02/28/2015
cash
30%
MDLZ
50%
WDAY
20%
02/26/2015
cash
30%
AAPL
50%
COST
16%
ENPH
4%
02/24/2015
cash
30%
AAPL
50%
ENPH
4%
PEP
16%
02/20/2015
cash
30%
AAPL
50%
COST
16%
ENPH
4%
02/18/2015
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
02/14/2015
cash
33.33%
AAPL
50%
XEL
16.67%
02/10/2015
cash
30%
AAPL
50%
AEP
4%
XEL
16%
02/06/2015
cash
30%
AMZN
50%
VRTX
4%
XEL
16%
02/03/2015
cash
30%
AAPL
50%
MDLZ
16%
VRTX
4%
02/02/2015
cash
30%
MDLZ
50%
VRTX
20%
01/29/2015
cash
30%
MDLZ
50%
QCOM
20%
01/27/2015
cash
30%
MDLZ
50%
MSFT
20%
01/23/2015
cash
50%
COST
50%
01/17/2015
cash
30%
COST
50%
ENPH
20%
01/13/2015
cash
30%
ENPH
20%
VRSK
50%
01/09/2015
cash
30%
ENPH
20%
XEL
50%
01/07/2015
cash
30%
ENPH
20%
VRSK
50%
01/05/2015
cash
30%
FANG
20%
MDLZ
50%
12/30/2014
cash
30%
ADP
50%
GILD
20%
12/26/2014
cash
30%
AAPL
50%
ADP
16%
GILD
4%
12/22/2014
cash
30%
AAPL
50%
GILD
4%
MDLZ
16%
12/18/2014
cash
30%
AAPL
50%
MDLZ
16%
MELI
4%
12/16/2014
cash
30%
MDLZ
50%
TMUS
20%
12/12/2014
cash
30%
PEP
50%
SGEN
20%
12/10/2014
cash
30%
PEP
50%
TSLA
20%
12/08/2014
cash
30%
FANG
20%
MDLZ
50%
12/06/2014
cash
30%
KLAC
4%
MDLZ
16%
MSFT
50%
12/04/2014
cash
30%
FANG
4%
MDLZ
16%
MSFT
50%
12/02/2014
cash
30%
KLAC
4%
MDLZ
16%
MSFT
50%
11/26/2014
cash
30%
AAPL
50%
KLAC
4%
VRSK
16%
11/24/2014
cash
30%
AAPL
50%
JD
4%
VRSK
16%
11/22/2014
cash
30%
AAPL
50%
GILD
4%
VRSK
16%
11/20/2014
cash
30%
AAPL
50%
JD
4%
VRSK
16%
11/18/2014
cash
30%
AAPL
50%
BIIB
4%
VRSK
16%
11/12/2014
cash
30%
AAPL
50%
ENPH
4%
XEL
16%
11/10/2014
cash
30%
AAPL
50%
ENPH
4%
PEP
16%
11/06/2014
cash
30%
AAPL
50%
ENPH
4%
XEL
16%
11/04/2014
cash
33.33%
AAPL
50%
VRSK
16.67%
10/31/2014
cash
30%
AAPL
50%
JD
4%
VRSK
16%
10/29/2014
cash
45.24%
AAPL
50%
JD
4.76%
10/25/2014
cash
45.24%
AAPL
50%
NFLX
4.76%
10/23/2014
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
10/21/2014
cash
30%
AAPL
50%
MDLZ
16%
NFLX
4%
10/17/2014
cash
30%
MDLZ
50%
NFLX
20%
10/15/2014
cash
50%
MDLZ
50%
10/13/2014
cash
30%
ENPH
20%
MDLZ
50%
10/09/2014
cash
30%
ENPH
20%
VRSK
50%
10/08/2014
cash
30%
AAPL
50%
ENPH
4%
VRSK
16%
10/07/2014
cash
30%
SGEN
20%
VRSK
50%
09/25/2014
cash
30%
ENPH
20%
VRSK
50%
09/24/2014
cash
30%
AAPL
50%
ENPH
4%
VRSK
16%
09/22/2014
cash
30%
TSLA
20%
VRSK
50%
09/17/2014
cash
30%
AAPL
50%
ADBE
4%
XEL
16%
09/16/2014
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
09/15/2014
cash
30%
TSLA
20%
XEL
50%
09/13/2014
cash
30%
FANG
20%
PEP
50%
09/11/2014
cash
30%
AAPL
50%
FANG
4%
MDLZ
16%
09/09/2014
cash
30%
JD
20%
MDLZ
50%
09/05/2014
cash
30%
JD
4%
PEP
16%
TSLA
50%
09/03/2014
cash
30%
MDLZ
50%
MU
20%
08/30/2014
cash
30%
AAPL
50%
IDXX
4%
MDLZ
16%
08/28/2014
cash
30%
AAPL
50%
CSGP
4%
VRSK
16%
08/26/2014
cash
30%
AAPL
50%
DLTR
4%
PEP
16%
08/22/2014
cash
30%
AAPL
50%
IDXX
4%
PEP
16%
08/20/2014
cash
30%
AAPL
50%
COST
16%
IDXX
4%
08/18/2014
cash
30%
AAPL
50%
COST
16%
TMUS
4%
08/14/2014
cash
30%
AAPL
50%
MDLZ
16%
TMUS
4%
08/12/2014
cash
30%
TMUS
4%
TSLA
50%
XEL
16%
08/11/2014
cash
33.33%
MDLZ
16.67%
TSLA
50%
08/08/2014
cash
50%
MDLZ
50%
08/06/2014
cash
100%
08/04/2014
cash
50%
VRSK
50%
08/02/2014
cash
50%
MDLZ
50%
07/31/2014
cash
30%
AMZN
20%
MDLZ
50%
07/29/2014
cash
30%
AMD
20%
MDLZ
50%
07/25/2014
cash
30%
AMD
20%
COST
50%
07/23/2014
cash
30%
AAPL
50%
AMD
4%
COST
16%
07/21/2014
cash
30%
AMD
20%
COST
50%
07/19/2014
cash
30%
ASML
20%
COST
50%
07/17/2014
cash
30%
ADP
50%
WDAY
20%
07/15/2014
cash
30%
WDAY
20%
XEL
50%
07/11/2014
cash
30%
AAPL
50%
WDAY
4%
XEL
16%
07/09/2014
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
07/07/2014
cash
30%
COST
50%
DXCM
20%
07/03/2014
cash
30%
AAPL
50%
EXC
4%
XEL
16%
07/01/2014
cash
30%
AAPL
50%
PEP
16%
SGEN
4%
06/27/2014
cash
30%
AAPL
50%
REGN
4%
VRSK
16%
06/25/2014
cash
30%
REGN
4%
TSLA
50%
VRSK
16%
06/23/2014
cash
30%
TSLA
50%
VRSK
16%
VRTX
4%
06/21/2014
cash
30%
COST
16%
TSLA
50%
VRTX
4%
06/19/2014
cash
30%
TSLA
50%
VRSK
16%
VRTX
4%
06/17/2014
cash
30%
MDLZ
50%
VRTX
20%
06/13/2014
cash
30%
LULU
20%
MDLZ
50%
06/11/2014
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
06/09/2014
cash
30%
AAPL
50%
MRVL
4%
PEP
16%
06/07/2014
cash
30%
AAPL
50%
EBAY
4%
VRSK
16%
06/05/2014
cash
30%
AAPL
50%
ADP
16%
LULU
4%
05/30/2014
cash
30%
AAPL
50%
JD
4%
VRSK
16%
05/28/2014
cash
30%
AAPL
50%
JD
4%
XEL
16%
05/24/2014
cash
30%
AAPL
50%
JD
4%
MDLZ
16%
05/22/2014
cash
30%
AAPL
50%
JD
4%
PEP
16%
05/20/2014
cash
30%
AAPL
50%
AZN
4%
XEL
16%
05/16/2014
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
05/14/2014
cash
30%
TSLA
20%
XEL
50%
05/12/2014
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
05/08/2014
cash
30%
TSLA
20%
XEL
50%
05/06/2014
cash
50%
COST
50%
05/02/2014
cash
30%
AAPL
50%
SGEN
4%
XEL
16%
04/30/2014
cash
30%
AAPL
50%
ISRG
4%
PEP
16%
04/28/2014
cash
50%
LULU
50%
04/26/2014
cash
50%
ISRG
50%
04/24/2014
cash
30%
AAPL
50%
COST
16%
ISRG
4%
04/22/2014
cash
30%
ASML
20%
VRSK
50%
04/16/2014
cash
33.33%
MSFT
50%
VRSK
16.67%
04/10/2014
cash
30%
VRSK
50%
WDAY
20%
04/08/2014
cash
30%
CSGP
20%
VRSK
50%
04/04/2014
cash
30%
COST
50%
WDAY
20%
04/02/2014
cash
30%
SGEN
4%
TSLA
50%
VRSK
16%
04/01/2014
cash
30%
MSFT
50%
NFLX
4%
VRSK
16%
03/31/2014
cash
30%
NFLX
20%
VRSK
50%
03/29/2014
cash
30%
SGEN
20%
VRSK
50%
03/25/2014
cash
30%
NFLX
20%
VRSK
50%
03/19/2014
cash
30%
ANSS
20%
MDLZ
50%
03/18/2014
cash
30%
ANSS
4%
MDLZ
16%
TSLA
50%
03/17/2014
cash
30%
COST
50%
ILMN
20%
03/15/2014
cash
30%
COST
50%
GILD
20%
03/13/2014
cash
30%
ILMN
20%
VRSK
50%
03/11/2014
cash
30%
COST
50%
WDAY
20%
03/07/2014
cash
30%
ILMN
20%
VRSK
50%
03/05/2014
cash
30%
PANW
4%
TSLA
50%
VRSK
16%
03/03/2014
cash
30%
PANW
20%
VRSK
50%
03/01/2014
cash
30%
ALGN
4%
TSLA
50%
VRSK
16%
02/27/2014
cash
30%
CMCSA
4%
TSLA
50%
VRSK
16%
02/21/2014
cash
30%
CHTR
4%
PEP
16%
TSLA
50%
02/19/2014
cash
30%
CMCSA
20%
PEP
50%
02/13/2014
cash
30%
CHTR
4%
PEP
16%
TSLA
50%
02/11/2014
cash
30%
ADP
16%
AMZN
4%
TSLA
50%
02/07/2014
cash
30%
ADP
16%
ENPH
4%
TSLA
50%
02/05/2014
cash
30%
ENPH
20%
MDLZ
50%
02/03/2014
cash
30%
ADP
50%
ENPH
20%
01/24/2014
cash
30%
AMD
20%
MDLZ
50%
01/22/2014
cash
30%
COST
16%
LULU
4%
TSLA
50%
01/18/2014
cash
30%
LULU
20%
PEP
50%
01/16/2014
cash
30%
COST
16%
LULU
4%
TSLA
50%
01/14/2014
cash
30%
LULU
4%
TSLA
50%
VRSK
16%
01/10/2014
cash
30%
FANG
20%
VRSK
50%
01/08/2014
cash
30%
FANG
4%
GOOG
50%
VRSK
16%
01/07/2014
cash
30%
GOOG
50%
NFLX
4%
VRSK
16%
01/06/2014
cash
30%
FANG
20%
VRSK
50%
01/04/2014
cash
30%
MU
20%
XEL
50%
01/02/2014
cash
30%
BKNG
20%
XEL
50%
12/31/2013
cash
30%
AAPL
50%
BKNG
4%
XEL
16%
12/27/2013
cash
30%
AAPL
50%
MU
4%
XEL
16%
12/25/2013
cash
30%
AAPL
50%
COST
16%
MU
4%
12/23/2013
cash
30%
AAPL
50%
LULU
4%
PEP
16%
12/17/2013
cash
30%
COST
16%
GOOG
50%
LULU
4%
12/13/2013
cash
30%
COST
50%
LULU
20%
12/11/2013
cash
30%
COST
50%
ENPH
20%
12/09/2013
cash
30%
AAPL
50%
COST
16%
ENPH
4%
12/05/2013
cash
30%
AAPL
50%
ENPH
4%
PEP
16%
12/03/2013
cash
30%
AAPL
50%
FTNT
4%
PEP
16%
11/29/2013
cash
30%
AAPL
50%
FTNT
4%
XEL
16%
11/25/2013
cash
30%
AAPL
50%
EA
4%
XEL
16%
11/23/2013
cash
30%
ENPH
4%
GOOG
50%
XEL
16%
11/21/2013
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
11/19/2013
cash
30%
TSLA
20%
XEL
50%
11/15/2013
cash
30%
AAPL
50%
TSLA
4%
VRSK
16%
11/13/2013
cash
30%
AAPL
50%
MELI
4%
VRSK
16%
11/11/2013
cash
30%
MSFT
50%
VRSK
16%
VRTX
4%
11/08/2013
cash
30%
AAPL
50%
VRSK
16%
VRTX
4%
11/07/2013
cash
30%
VRSK
50%
VRTX
20%
11/05/2013
cash
30%
AAPL
50%
VRTX
4%
XEL
16%
10/30/2013
cash
30%
AAPL
50%
ENPH
4%
VRSK
16%
10/22/2013
cash
30%
AAPL
50%
AMD
4%
COST
16%
10/18/2013
cash
30%
AAPL
50%
PANW
4%
XEL
16%
10/16/2013
cash
30%
AAPL
50%
MDLZ
16%
PANW
4%
10/14/2013
cash
30%
AAPL
50%
MDLZ
16%
SGEN
4%
10/12/2013
cash
30%
AAPL
50%
ALGN
4%
MDLZ
16%
10/10/2013
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
10/08/2013
cash
30%
MDLZ
50%
MRVL
20%
10/02/2013
cash
30%
AAPL
50%
MDLZ
16%
MRVL
4%
09/30/2013
cash
30%
META
50%
MNST
4%
PEP
16%
09/26/2013
cash
30%
AAPL
50%
ADP
16%
SGEN
4%
09/24/2013
cash
30%
ADP
50%
SGEN
20%
09/20/2013
cash
30%
VRTX
20%
XEL
50%
09/16/2013
cash
30%
AAPL
4%
GOOG
50%
XEL
16%
09/14/2013
cash
30%
AAPL
4%
GOOG
50%
PEP
16%
09/12/2013
cash
30%
GOOG
50%
LULU
4%
XEL
16%
09/10/2013
cash
30%
META
50%
MNST
4%
XEL
16%
09/06/2013
cash
30%
AAPL
50%
MSFT
4%
XEL
16%
09/04/2013
cash
30%
AAPL
50%
AMD
4%
XEL
16%
08/31/2013
cash
30%
ADP
50%
AMD
20%
08/29/2013
cash
30%
META
50%
MRVL
4%
PEP
16%
08/28/2013
cash
30%
MDLZ
50%
MRVL
20%
08/27/2013
cash
30%
MRVL
20%
PEP
50%
08/22/2013
cash
30%
AAPL
50%
CSCO
4%
PEP
16%
08/21/2013
cash
30%
TMUS
20%
XEL
50%
08/19/2013
cash
30%
REGN
20%
XEL
50%
08/15/2013
cash
30%
COST
50%
REGN
20%
08/13/2013
cash
30%
AAPL
50%
REGN
4%
XEL
16%
08/09/2013
cash
30%
REGN
20%
XEL
50%
08/07/2013
cash
30%
ENPH
20%
MDLZ
50%
08/05/2013
cash
30%
AAPL
50%
PEP
16%
VRTX
4%
07/30/2013
cash
30%
AAPL
50%
ENPH
4%
PEP
16%
07/20/2013
cash
30%
ENPH
20%
VRSK
50%
07/16/2013
cash
30%
GOOG
50%
ISRG
4%
VRSK
16%
07/12/2013
cash
30%
GOOG
50%
ISRG
4%
PEP
16%
07/10/2013
cash
30%
GOOG
50%
ISRG
4%
MDLZ
16%
07/08/2013
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
07/06/2013
cash
30%
GOOG
50%
WBA
4%
XEL
16%
07/04/2013
cash
30%
GOOG
50%
MDLZ
16%
WBA
4%
07/01/2013
cash
30%
GOOG
50%
WBA
4%
XEL
16%
06/26/2013
cash
30%
MDLZ
50%
WBA
20%
06/24/2013
cash
30%
MDLZ
50%
PANW
20%
06/22/2013
cash
30%
REGN
20%
XEL
50%
06/19/2013
cash
30%
LULU
20%
XEL
50%
06/18/2013
cash
30%
COST
16%
GOOG
50%
LULU
4%
06/14/2013
cash
30%
ADP
50%
LULU
20%
06/12/2013
cash
30%
ADP
50%
ENPH
20%
06/11/2013
cash
30%
ADP
50%
CPRT
20%
06/10/2013
cash
30%
COST
16%
GOOG
50%
PANW
4%
06/07/2013
cash
30%
ENPH
4%
GOOG
50%
MDLZ
16%
06/04/2013
cash
30%
ENPH
20%
MDLZ
50%
05/29/2013
cash
30%
ENPH
20%
XEL
50%
05/25/2013
cash
30%
ENPH
20%
VRSK
50%
05/23/2013
cash
30%
PEP
50%
REGN
20%
05/21/2013
cash
30%
ADSK
4%
GOOG
50%
VRSK
16%
05/17/2013
cash
30%
ADSK
4%
GOOG
50%
XEL
16%
05/15/2013
cash
30%
GOOG
50%
META
4%
XEL
16%
05/13/2013
cash
30%
ANSS
4%
GOOG
50%
XEL
16%
05/09/2013
cash
30%
GOOG
50%
TMUS
4%
XEL
16%
05/07/2013
cash
30%
GOOG
50%
MDLZ
16%
TMUS
4%
05/03/2013
cash
30%
GOOG
50%
PEP
16%
TMUS
4%
05/01/2013
cash
30%
MDLZ
50%
TMUS
20%
04/23/2013
cash
30%
CTSH
4%
GOOG
50%
VRSK
16%
04/22/2013
cash
30%
FTNT
4%
GOOG
50%
VRSK
16%
04/13/2013
cash
30%
COST
50%
FTNT
20%
04/11/2013
cash
30%
FTNT
20%
MDLZ
50%
04/05/2013
cash
30%
NFLX
20%
VRSK
50%
04/03/2013
cash
30%
AMD
20%
VRSK
50%
04/01/2013
cash
30%
ADP
50%
AMD
20%
03/28/2013
cash
30%
ADP
16%
EA
4%
MSFT
50%
03/26/2013
cash
30%
ADP
16%
LULU
4%
MSFT
50%
03/22/2013
cash
30%
LULU
4%
MSFT
50%
XEL
16%
03/21/2013
cash
30%
META
20%
XEL
50%
03/20/2013
cash
30%
LULU
4%
MSFT
50%
PEP
16%
03/18/2013
cash
30%
COST
50%
NXPI
20%
03/16/2013
cash
30%
COST
50%
ISRG
20%
03/14/2013
cash
30%
COST
16%
ISRG
4%
MSFT
50%
03/12/2013
cash
30%
GOOG
50%
MNST
4%
VRSK
16%
03/08/2013
cash
30%
GOOG
50%
ISRG
4%
PEP
16%
03/06/2013
cash
30%
COST
16%
GOOG
50%
ISRG
4%
03/04/2013
cash
30%
ADP
16%
AMD
4%
GOOG
50%
03/01/2013
cash
30%
AMD
4%
COST
16%
GOOG
50%
02/28/2013
cash
30%
COST
50%
ISRG
20%
02/27/2013
cash
30%
COST
16%
ENPH
4%
GOOG
50%
02/26/2013
cash
30%
AMD
20%
MDLZ
50%
02/20/2013
cash
30%
MDLZ
50%
SGEN
20%
02/16/2013
cash
30%
GOOG
50%
MDLZ
16%
SGEN
4%
02/14/2013
cash
30%
AZN
4%
GOOG
50%
MDLZ
16%
02/12/2013
cash
30%
META
20%
VRSK
50%
02/08/2013
cash
30%
GOOG
50%
VRSK
16%
WDAY
4%
02/06/2013
cash
30%
AMD
4%
GOOG
50%
VRSK
16%
02/04/2013
cash
30%
AAPL
20%
ADP
50%
02/02/2013
cash
30%
AAPL
4%
GOOG
50%
PEP
16%
01/29/2013
cash
30%
AAPL
4%
GOOG
50%
MDLZ
16%
01/25/2013
cash
30%
AAPL
4%
ADP
16%
GOOG
50%
01/23/2013
cash
30%
GOOG
50%
LULU
4%
XEL
16%
01/19/2013
cash
30%
AMD
20%
XEL
50%
01/17/2013
cash
30%
ALGN
4%
META
50%
XEL
16%
01/15/2013
cash
30%
AAPL
20%
COST
50%
01/11/2013
cash
30%
COST
16%
FTNT
4%
GOOG
50%
01/09/2013
cash
30%
FTNT
20%
PEP
50%
01/05/2013
cash
30%
PANW
20%
PEP
50%
01/03/2013
cash
30%
MRVL
20%
PEP
50%
12/31/2012
cash
30%
GOOG
50%
MRVL
4%
XEL
16%
12/28/2012
cash
30%
MRVL
20%
XEL
50%
12/26/2012
cash
30%
MDLZ
50%
MRVL
20%
12/21/2012
cash
30%
AVGO
20%
MDLZ
50%
12/18/2012
cash
30%
AVGO
4%
GOOG
50%
PEP
16%
12/17/2012
cash
30%
AVGO
4%
COST
16%
GOOG
50%
12/14/2012
cash
30%
AAPL
20%
COST
50%
12/10/2012
cash
30%
COST
50%
PANW
20%
12/08/2012
cash
30%
AAPL
20%
PEP
50%
12/06/2012
cash
30%
PANW
20%
PEP
50%
12/04/2012
cash
30%
TMUS
20%
VRSK
50%
11/30/2012
cash
30%
MDLZ
50%
MELI
20%
11/28/2012
cash
30%
MELI
20%
XEL
50%
11/26/2012
cash
30%
AMD
20%
VRSK
50%
11/24/2012
cash
30%
EXC
20%
VRSK
50%
11/22/2012
cash
30%
MDLZ
50%
VRTX
20%
11/20/2012
cash
30%
BKR
20%
VRSK
50%
11/16/2012
cash
30%
ENPH
20%
VRSK
50%
11/10/2012
cash
30%
ENPH
20%
XEL
50%
11/08/2012
cash
30%
ADP
50%
ENPH
20%
11/07/2012
cash
30%
ADP
50%
REGN
20%
11/06/2012
cash
30%
EXC
20%
XEL
50%
11/02/2012
cash
30%
MDLZ
50%
MNST
20%
10/31/2012
cash
30%
AMD
20%
MDLZ
50%
10/25/2012
cash
30%
ALGN
20%
MDLZ
50%
10/15/2012
cash
30%
COST
50%
FANG
20%
10/13/2012
cash
30%
FANG
20%
MDLZ
50%
10/05/2012
cash
30%
COST
50%
ENPH
20%
10/03/2012
cash
30%
COST
16%
ENPH
4%
GOOG
50%
09/28/2012
cash
30%
COST
50%
ENPH
20%
09/27/2012
cash
30%
AMD
4%
COST
16%
GOOG
50%
09/25/2012
cash
30%
AMD
20%
VRSK
50%
09/21/2012
cash
30%
AAPL
50%
KLAC
4%
XEL
16%
09/19/2012
cash
30%
AAPL
50%
MNST
4%
VRSK
16%
09/17/2012
cash
30%
AAPL
50%
ENPH
4%
MDLZ
16%
09/13/2012
cash
30%
AAPL
50%
MDLZ
16%
MNST
4%
09/11/2012
cash
30%
MDLZ
50%
NFLX
20%
09/07/2012
cash
30%
AAPL
50%
ENPH
4%
MDLZ
16%
09/05/2012
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
09/01/2012
cash
30%
AAPL
50%
ADSK
4%
XEL
16%
08/30/2012
cash
30%
ADSK
20%
XEL
50%
08/28/2012
cash
30%
AAPL
50%
MRVL
4%
XEL
16%
08/24/2012
cash
30%
AAPL
50%
ADSK
4%
XEL
16%
08/20/2012
cash
30%
AAPL
50%
MRVL
4%
XEL
16%
08/16/2012
cash
30%
AAPL
50%
ENPH
4%
XEL
16%
08/14/2012
cash
30%
AAPL
50%
BKNG
4%
XEL
16%
08/10/2012
cash
30%
AAPL
50%
MNST
4%
VRSK
16%
08/08/2012
cash
30%
AAPL
50%
BKNG
4%
VRSK
16%
08/06/2012
cash
30%
AAPL
50%
META
4%
VRSK
16%
08/02/2012
cash
30%
AAPL
50%
NFLX
4%
VRSK
16%
07/31/2012
cash
30%
AAPL
50%
MDLZ
16%
PANW
4%
07/26/2012
cash
30%
GOOG
50%
MDLZ
16%
PANW
4%
07/25/2012
cash
30%
PANW
20%
VRSK
50%
07/23/2012
cash
30%
PANW
20%
PEP
50%
07/21/2012
cash
30%
PANW
20%
VRSK
50%
07/19/2012
cash
30%
AAPL
50%
AMD
4%
PEP
16%
07/17/2012
cash
30%
AAPL
50%
ADP
16%
AMD
4%
07/16/2012
cash
30%
AMD
20%
PEP
50%
07/13/2012
cash
30%
AAPL
50%
AMD
4%
PEP
16%
07/11/2012
cash
30%
AMD
20%
PEP
50%
07/09/2012
cash
30%
ORLY
20%
PEP
50%
07/07/2012
cash
30%
MDLZ
50%
ORLY
20%
07/03/2012
cash
30%
AAPL
50%
MDLZ
16%
ORLY
4%
06/29/2012
cash
30%
MDLZ
50%
ORLY
20%
06/28/2012
cash
30%
ORLY
20%
XEL
50%
06/27/2012
cash
30%
MDLZ
50%
ORLY
20%
06/25/2012
cash
30%
ENPH
20%
XEL
50%
06/23/2012
cash
30%
AAPL
50%
REGN
4%
XEL
16%
06/19/2012
cash
30%
REGN
20%
XEL
50%
06/15/2012
cash
30%
LULU
20%
XEL
50%
06/13/2012
cash
30%
LULU
20%
PEP
50%
06/11/2012
cash
30%
LULU
20%
MDLZ
50%
06/09/2012
cash
30%
LULU
20%
PEP
50%
06/07/2012
cash
30%
META
20%
VRSK
50%
06/06/2012
cash
30%
META
20%
PEP
50%
06/05/2012
cash
30%
ENPH
20%
VRSK
50%
06/01/2012
cash
30%
ADP
50%
ENPH
20%
05/30/2012
cash
30%
META
20%
PEP
50%
05/18/2012
cash
30%
META
20%
VRSK
50%
05/16/2012
cash
30%
MDLZ
50%
MELI
20%
05/14/2012
cash
30%
COST
50%
MELI
20%
05/12/2012
cash
30%
ADP
50%
MELI
20%
05/10/2012
cash
30%
COST
50%
MELI
20%
05/08/2012
cash
30%
COST
50%
CTSH
20%
05/02/2012
cash
30%
COST
50%
NFLX
20%
04/30/2012
cash
30%
NFLX
20%
PEP
50%
04/26/2012
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
04/25/2012
cash
30%
AAPL
50%
COST
16%
NFLX
4%
04/24/2012
cash
30%
COST
50%
NFLX
20%
04/20/2012
cash
30%
COST
50%
ILMN
20%
04/18/2012
cash
30%
ADP
50%
ILMN
20%
04/17/2012
cash
30%
COST
50%
ILMN
20%
04/16/2012
cash
30%
COST
50%
TSLA
20%
04/13/2012
cash
30%
COST
50%
MU
20%
04/12/2012
cash
30%
AAPL
50%
COST
16%
ENPH
4%
04/10/2012
cash
30%
COST
50%
ENPH
20%
04/06/2012
cash
30%
AAPL
50%
COST
16%
ENPH
4%
04/04/2012
cash
30%
COST
50%
ENPH
20%
04/02/2012
cash
30%
AAPL
50%
ENPH
4%
MDLZ
16%
03/29/2012
cash
30%
MDLZ
50%
TMUS
20%
03/27/2012
cash
30%
AAPL
50%
COST
16%
TMUS
4%
03/23/2012
cash
30%
AAPL
50%
BKR
4%
XEL
16%
03/21/2012
cash
30%
AAPL
50%
SIRI
4%
XEL
16%
03/19/2012
cash
30%
AAPL
50%
ILMN
4%
XEL
16%
03/17/2012
cash
30%
AAPL
50%
ILMN
4%
MDLZ
16%
03/15/2012
cash
30%
AAPL
50%
NVDA
4%
XEL
16%
03/13/2012
cash
30%
AAPL
50%
ADP
16%
TMUS
4%
03/09/2012
cash
30%
AAPL
50%
DXCM
4%
PEP
16%
03/07/2012
cash
30%
AAPL
50%
PEP
16%
TMUS
4%
03/05/2012
cash
30%
BKR
20%
PEP
50%
03/01/2012
cash
30%
AAPL
50%
BKR
4%
PEP
16%
02/24/2012
cash
30%
AAPL
50%
GILD
4%
MDLZ
16%
02/22/2012
cash
30%
GILD
20%
PEP
50%
02/18/2012
cash
30%
AAPL
50%
GILD
4%
PEP
16%
02/16/2012
cash
30%
AAPL
50%
PEP
16%
SGEN
4%
02/14/2012
cash
30%
AAPL
50%
EA
4%
PEP
16%
02/10/2012
cash
30%
EA
20%
PEP
50%
02/08/2012
cash
30%
AAPL
50%
AMZN
4%
XEL
16%
02/06/2012
cash
30%
AAPL
50%
ADP
16%
ILMN
4%
02/04/2012
cash
30%
AAPL
50%
ADP
16%
AEP
4%
02/02/2012
cash
30%
AAPL
50%
ADP
16%
CSGP
4%
01/31/2012
cash
30%
AAPL
50%
ADP
16%
GOOG
4%
01/27/2012
cash
30%
AAPL
50%
ADP
16%
GOOGL
4%
01/25/2012
cash
30%
AAPL
50%
GOOG
4%
MDLZ
16%
01/23/2012
cash
30%
AAPL
50%
EA
4%
XEL
16%
01/21/2012
cash
30%
EA
4%
INTC
50%
XEL
16%
01/19/2012
cash
30%
AAPL
50%
EA
4%
XEL
16%
01/17/2012
cash
30%
AAPL
50%
COST
16%
EA
4%
01/13/2012
cash
30%
AAPL
50%
COST
16%
TSLA
4%
01/11/2012
cash
30%
AAPL
50%
COST
16%
CSGP
4%
01/09/2012
cash
30%
AAPL
50%
ALGN
4%
COST
16%
01/05/2012
cash
30%
AAPL
50%
COST
16%
CSGP
4%
01/03/2012
cash
30%
AAPL
50%
MELI
4%
VRSK
16%
12/30/2011
cash
30%
AAPL
50%
COST
16%
EA
4%
12/28/2011
cash
30%
EA
20%
PEP
50%
12/23/2011
cash
30%
AAPL
50%
COST
16%
EA
4%
12/21/2011
cash
30%
COST
50%
EA
20%
12/20/2011
cash
30%
COST
16%
EA
4%
GOOG
50%
12/14/2011
cash
30%
COST
50%
TSLA
20%
12/13/2011
cash
30%
COST
50%
REGN
20%
12/12/2011
cash
30%
REGN
20%
VRSK
50%
12/10/2011
cash
30%
COST
16%
GOOG
50%
REGN
4%
12/08/2011
cash
30%
REGN
20%
XEL
50%
12/06/2011
cash
30%
GOOG
50%
LULU
4%
VRSK
16%
12/02/2011
cash
30%
GOOG
50%
NFLX
4%
XEL
16%
11/30/2011
cash
30%
GOOG
50%
NFLX
4%
PEP
16%
11/22/2011
cash
30%
ADP
50%
NFLX
20%
11/18/2011
cash
30%
ADP
50%
LULU
20%
11/16/2011
cash
30%
VRSK
50%
VRTX
20%
11/14/2011
cash
30%
COST
16%
DXCM
4%
GOOG
50%
11/12/2011
cash
30%
COST
16%
GOOG
50%
SGEN
4%
11/09/2011
cash
30%
ADP
50%
DXCM
20%
11/08/2011
cash
30%
AAPL
50%
COST
16%
VRTX
4%
11/04/2011
cash
30%
ADP
16%
DXCM
4%
GOOG
50%
11/03/2011
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
11/02/2011
cash
30%
ADP
50%
NFLX
20%
11/01/2011
cash
30%
NFLX
20%
VRSK
50%
10/31/2011
cash
30%
COST
50%
NFLX
20%
10/29/2011
cash
30%
AAPL
50%
COST
16%
NFLX
4%
10/27/2011
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
10/25/2011
cash
30%
NFLX
20%
VRSK
50%
10/21/2011
cash
30%
GOOG
50%
MRVL
4%
VRSK
16%
10/19/2011
cash
30%
MRVL
20%
VRSK
50%
10/17/2011
cash
30%
ILMN
20%
VRSK
50%
10/13/2011
cash
30%
AAPL
50%
COST
16%
ILMN
4%
10/11/2011
cash
30%
AAPL
50%
ILMN
4%
PEP
16%
10/07/2011
cash
30%
COST
16%
ILMN
4%
MSFT
50%
10/05/2011
cash
30%
COST
50%
MU
20%
10/03/2011
cash
30%
MU
20%
VRSK
50%
10/01/2011
cash
30%
ADP
50%
MU
20%
09/29/2011
cash
30%
ADP
50%
AMD
20%
09/27/2011
cash
30%
ADP
50%
NFLX
20%
09/26/2011
cash
30%
AAPL
50%
ADP
16%
NFLX
4%
09/22/2011
cash
30%
ADP
50%
NFLX
20%
09/21/2011
cash
30%
MDLZ
50%
NFLX
20%
09/13/2011
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
09/12/2011
cash
30%
ALGN
4%
MSFT
50%
PEP
16%
09/09/2011
cash
30%
ALGN
20%
PEP
50%
09/07/2011
cash
33.33%
AAPL
50%
PEP
16.67%
09/03/2011
cash
30%
AMAT
20%
PEP
50%
08/30/2011
cash
30%
AAPL
50%
PEP
16%
VRTX
4%
08/29/2011
cash
30%
AAPL
50%
FTNT
4%
PEP
16%
08/26/2011
cash
30%
PEP
50%
SIRI
20%
08/24/2011
cash
30%
MDLZ
50%
MU
20%
08/20/2011
cash
30%
ADSK
20%
MDLZ
50%
08/18/2011
cash
30%
CTSH
20%
PEP
50%
08/16/2011
cash
30%
AAPL
50%
COST
16%
CTSH
4%
08/12/2011
cash
30%
ADP
50%
DXCM
20%
08/04/2011
cash
30%
ADP
50%
TMUS
20%
08/02/2011
cash
30%
COST
50%
TMUS
20%
07/27/2011
cash
30%
FTNT
20%
PEP
50%
07/21/2011
cash
30%
AAPL
50%
FTNT
4%
PEP
16%
07/15/2011
cash
30%
AAPL
50%
NXPI
4%
VRSK
16%
07/14/2011
cash
30%
NXPI
20%
VRSK
50%
07/13/2011
cash
30%
NXPI
20%
PEP
50%
07/11/2011
cash
30%
NVDA
20%
XEL
50%
07/09/2011
cash
30%
AAPL
50%
AMGN
4%
XEL
16%
07/07/2011
cash
30%
AAPL
50%
SGEN
4%
XEL
16%
07/05/2011
cash
30%
AAPL
50%
COST
16%
MU
4%
07/01/2011
cash
30%
AAPL
50%
BKR
4%
COST
16%
06/29/2011
cash
30%
BKR
4%
MSFT
50%
XEL
16%
06/24/2011
cash
30%
ADP
50%
BKR
20%
06/22/2011
cash
30%
BKR
20%
PEP
50%
06/21/2011
cash
30%
NVDA
20%
PEP
50%
06/15/2011
cash
30%
ADP
50%
VRTX
20%
06/13/2011
cash
30%
ADP
50%
SIRI
20%
06/11/2011
cash
30%
ADP
50%
MU
20%
06/09/2011
cash
30%
COST
50%
MU
20%
06/03/2011
cash
30%
COST
50%
LULU
20%
06/01/2011
cash
30%
COST
50%
CSGP
20%
05/28/2011
cash
30%
CSGP
20%
XEL
50%
05/26/2011
cash
30%
COST
50%
CSGP
20%
05/24/2011
cash
30%
CSGP
20%
VRSK
50%
05/20/2011
cash
30%
NVDA
20%
VRSK
50%
05/19/2011
cash
30%
ADP
16%
INTC
50%
NVDA
4%
05/18/2011
cash
30%
ADP
50%
MU
20%
05/14/2011
cash
30%
ADP
50%
NXPI
20%
05/12/2011
cash
30%
ADP
16%
INTC
50%
NXPI
4%
05/10/2011
cash
30%
AAPL
50%
ADP
16%
REGN
4%
05/06/2011
cash
30%
ADP
50%
NXPI
20%
05/04/2011
cash
30%
MDLZ
50%
NFLX
20%
05/02/2011
cash
30%
AAPL
50%
BKR
4%
VRSK
16%
04/30/2011
cash
30%
AAPL
50%
GILD
4%
VRSK
16%
04/26/2011
cash
30%
AAPL
50%
BKR
4%
VRSK
16%
04/18/2011
cash
30%
ADP
50%
BKR
20%
04/16/2011
cash
30%
ASML
20%
VRSK
50%
04/13/2011
cash
30%
ASML
20%
XEL
50%
04/11/2011
cash
30%
FTNT
20%
XEL
50%
04/08/2011
cash
30%
FTNT
20%
VRSK
50%
04/06/2011
cash
30%
MDLZ
50%
NVDA
20%
04/04/2011
cash
30%
AMD
20%
MDLZ
50%
04/02/2011
cash
30%
MAR
20%
MDLZ
50%
03/31/2011
cash
30%
AAPL
50%
MAR
4%
PEP
16%
03/29/2011
cash
30%
AAPL
50%
MAR
4%
XEL
16%
03/25/2011
cash
30%
AAPL
50%
WBA
4%
XEL
16%
03/24/2011
cash
30%
PAYX
20%
XEL
50%
03/23/2011
cash
30%
ADBE
20%
XEL
50%
03/21/2011
cash
30%
COST
50%
TSLA
20%
03/19/2011
cash
30%
LRCX
20%
XEL
50%
03/17/2011
cash
30%
NVDA
20%
VRSK
50%
03/15/2011
cash
30%
ADP
50%
NXPI
20%
03/11/2011
cash
30%
COST
50%
NVDA
20%
03/09/2011
cash
30%
NVDA
20%
VRSK
50%
03/08/2011
cash
30%
MDLZ
50%
NVDA
20%
03/05/2011
cash
30%
MRVL
20%
VRSK
50%
03/03/2011
cash
30%
AAPL
50%
NVDA
4%
VRSK
16%
02/25/2011
cash
30%
NFLX
20%
VRSK
50%
02/23/2011
cash
30%
MRVL
20%
VRSK
50%
02/22/2011
cash
30%
CSCO
20%
VRSK
50%
02/19/2011
cash
30%
CSCO
4%
GOOG
50%
PEP
16%
02/15/2011
cash
30%
AAPL
50%
CSCO
4%
VRSK
16%
02/11/2011
cash
30%
AAPL
50%
CSCO
4%
PEP
16%
02/03/2011
cash
30%
AAPL
50%
PCAR
4%
PEP
16%
02/01/2011
cash
30%
AAPL
50%
MDLZ
16%
PCAR
4%
01/28/2011
cash
30%
MRVL
20%
PEP
50%
01/26/2011
cash
30%
AAPL
50%
AMD
4%
PEP
16%
01/24/2011
cash
30%
AAPL
50%
TSLA
4%
VRSK
16%
01/20/2011
cash
30%
TSLA
20%
VRSK
50%
01/18/2011
cash
30%
AAPL
50%
TMUS
4%
VRSK
16%
01/14/2011
cash
30%
AAPL
50%
DLTR
4%
VRSK
16%
01/10/2011
cash
30%
AAPL
50%
COST
16%
DLTR
4%
01/06/2011
cash
30%
AAPL
50%
COST
16%
LRCX
4%
01/04/2011
cash
30%
AAPL
50%
MDLZ
16%
TSLA
4%
12/31/2010
cash
30%
PEP
50%
TSLA
20%
12/29/2010
cash
30%
AAPL
50%
ADP
16%
TSLA
4%
12/27/2010
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
12/23/2010
cash
30%
AAPL
50%
BKR
4%
XEL
16%
12/21/2010
cash
30%
AAPL
50%
EBAY
4%
XEL
16%
12/17/2010
cash
30%
AAPL
50%
ADP
16%
MRVL
4%
12/15/2010
cash
30%
AAPL
50%
MRVL
4%
XEL
16%
12/07/2010
cash
30%
AAPL
50%
TSLA
4%
XEL
16%
12/03/2010
cash
30%
AAPL
50%
MDLZ
16%
TSLA
4%
12/01/2010
cash
30%
AAPL
50%
GOOG
4%
VRSK
16%
11/30/2010
cash
30%
CHTR
20%
VRSK
50%
11/29/2010
cash
30%
AAPL
50%
CHTR
4%
VRSK
16%
11/27/2010
cash
30%
AAPL
50%
INTU
4%
MDLZ
16%
11/24/2010
cash
30%
AAPL
50%
INTU
4%
XEL
16%
11/23/2010
cash
30%
INTU
20%
XEL
50%
11/18/2010
cash
30%
CSCO
4%
INTC
50%
XEL
16%
11/17/2010
cash
30%
CSCO
20%
XEL
50%
11/15/2010
cash
30%
CSCO
20%
MDLZ
50%
11/09/2010
cash
30%
DXCM
20%
MDLZ
50%
11/05/2010
cash
30%
AAPL
50%
DXCM
4%
MDLZ
16%
11/03/2010
cash
30%
AAPL
50%
SGEN
4%
VRSK
16%
11/01/2010
cash
30%
ALGN
4%
GOOG
50%
XEL
16%
10/28/2010
cash
30%
ALGN
4%
GOOG
50%
PEP
16%
10/22/2010
cash
30%
AAPL
50%
ALGN
4%
PEP
16%
10/20/2010
cash
30%
AAPL
50%
COST
16%
ISRG
4%
10/18/2010
cash
30%
AAPL
50%
COST
16%
MAR
4%
10/16/2010
cash
30%
AAPL
50%
MAR
4%
PEP
16%
10/14/2010
cash
30%
AAPL
50%
COST
16%
TMUS
4%
10/12/2010
cash
30%
AAPL
50%
COST
16%
MELI
4%
10/08/2010
cash
30%
AAPL
50%
MDLZ
16%
MELI
4%
10/06/2010
cash
30%
MDLZ
50%
NVDA
20%
10/04/2010
cash
30%
CPRT
20%
VRSK
50%
09/30/2010
cash
30%
ADBE
20%
MDLZ
50%
09/28/2010
cash
30%
ADBE
20%
VRSK
50%
09/24/2010
cash
30%
AAPL
50%
ADBE
4%
XEL
16%
09/20/2010
cash
30%
AAPL
50%
CHTR
4%
PEP
16%
09/18/2010
cash
30%
AAPL
50%
CHTR
4%
XEL
16%
09/14/2010
cash
30%
AAPL
50%
CHTR
4%
VRSK
16%
09/10/2010
cash
30%
AAPL
50%
AVGO
4%
VRSK
16%
09/08/2010
cash
30%
AAPL
50%
MU
4%
VRSK
16%
09/04/2010
cash
30%
LULU
20%
VRSK
50%
09/02/2010
cash
30%
LULU
20%
PEP
50%
09/01/2010
cash
30%
LULU
20%
VRSK
50%
08/31/2010
cash
30%
ADP
50%
ASML
20%
08/24/2010
cash
30%
ADP
50%
ISRG
20%
08/13/2010
cash
30%
ADP
50%
NXPI
20%
08/11/2010
cash
30%
NXPI
20%
VRSK
50%
08/07/2010
cash
30%
AAPL
50%
NXPI
4%
VRSK
16%
08/05/2010
cash
30%
AAPL
50%
CEG
4%
VRSK
16%
08/03/2010
cash
30%
AAPL
50%
MDLZ
16%
NVDA
4%
07/30/2010
cash
30%
ADP
50%
NFLX
20%
07/28/2010
cash
30%
NFLX
20%
VRSK
50%
07/24/2010
cash
30%
AAPL
50%
COST
16%
NFLX
4%
07/22/2010
cash
30%
COST
16%
INTC
50%
NFLX
4%
07/20/2010
cash
30%
FAST
4%
INTC
50%
VRSK
16%
07/16/2010
cash
30%
GILD
20%
VRSK
50%
07/12/2010
cash
30%
TSLA
20%
VRSK
50%
07/09/2010
cash
30%
AAPL
50%
TSLA
4%
VRSK
16%
07/08/2010
cash
30%
TSLA
20%
VRSK
50%
07/02/2010
cash
30%
COST
50%
TSLA
20%
06/30/2010
cash
30%
MDLZ
50%
TSLA
20%
06/28/2010
cash
30%
ADP
50%
WBD
20%
06/26/2010
cash
30%
PEP
50%
WBD
20%
06/24/2010
cash
30%
ADP
50%
WBD
20%
06/22/2010
cash
30%
AAPL
50%
ADP
16%
WBD
4%
06/18/2010
cash
30%
AAPL
50%
PEP
16%
WBA
4%
06/16/2010
cash
30%
AAPL
50%
VRSK
16%
WBA
4%
06/15/2010
cash
30%
AAPL
50%
REGN
4%
VRSK
16%
06/14/2010
cash
30%
COST
50%
REGN
20%
06/12/2010
cash
30%
COST
50%
WBA
20%
06/10/2010
cash
30%
NVDA
20%
VRSK
50%
06/08/2010
cash
30%
NVDA
20%
XEL
50%
06/04/2010
cash
30%
ALGN
20%
PEP
50%
06/02/2010
cash
30%
AAPL
50%
ALGN
4%
PEP
16%
06/01/2010
cash
30%
AAPL
50%
ALGN
4%
XEL
16%
05/27/2010
cash
30%
ALGN
20%
PEP
50%
05/25/2010
cash
30%
AMD
20%
MDLZ
50%
05/21/2010
cash
30%
BKNG
20%
PEP
50%
05/19/2010
cash
30%
ADP
50%
BKNG
20%
05/15/2010
cash
30%
BKNG
20%
COST
50%
05/13/2010
cash
30%
BKNG
20%
XEL
50%
05/12/2010
cash
30%
AAPL
50%
BKNG
4%
COST
16%
05/11/2010
cash
30%
ADP
50%
BKNG
20%
05/05/2010
cash
30%
ADP
50%
MU
20%
05/04/2010
cash
30%
ADP
50%
AMZN
20%
05/03/2010
cash
30%
AAPL
50%
ADP
16%
QCOM
4%
04/30/2010
cash
30%
ADP
50%
MU
20%
04/29/2010
cash
30%
AAPL
50%
GILD
4%
MDLZ
16%
04/27/2010
cash
30%
EBAY
20%
MDLZ
50%
04/23/2010
cash
30%
AAPL
50%
GILD
4%
PEP
16%
04/21/2010
cash
30%
AAPL
50%
COST
16%
GILD
4%
04/19/2010
cash
30%
COST
50%
FTNT
20%
04/17/2010
cash
30%
BIIB
20%
COST
50%
04/15/2010
cash
30%
AAPL
50%
ALGN
4%
COST
16%
04/13/2010
cash
30%
AAPL
50%
ADP
16%
FTNT
4%
04/07/2010
cash
30%
AAPL
50%
ALGN
4%
MDLZ
16%
04/05/2010
cash
30%
AAPL
50%
DXCM
4%
MDLZ
16%
04/01/2010
cash
30%
ADP
50%
PAYX
20%
03/30/2010
cash
30%
AAPL
50%
ANSS
4%
COST
16%
03/26/2010
cash
30%
ADI
20%
COST
50%
03/24/2010
cash
30%
BKR
20%
VRSK
50%
03/22/2010
cash
30%
AAPL
50%
VRSK
16%
WBD
4%
03/20/2010
cash
30%
VRSK
50%
WBD
20%
03/18/2010
cash
30%
AAPL
50%
VRSK
16%
WBD
4%
03/16/2010
cash
30%
AAPL
50%
COST
16%
WBD
4%
03/12/2010
cash
30%
AAPL
50%
COST
16%
FTNT
4%
03/08/2010
cash
30%
AAPL
50%
COST
16%
SIRI
4%
03/02/2010
cash
30%
AAPL
50%
SIRI
4%
VRSK
16%
02/26/2010
cash
30%
AAPL
50%
MDLZ
16%
REGN
4%
02/24/2010
cash
30%
REGN
20%
VRSK
50%
02/22/2010
cash
30%
AAPL
50%
BKR
4%
MDLZ
16%
02/18/2010
cash
30%
AAPL
50%
BKR
4%
VRSK
16%
02/16/2010
cash
30%
BKR
4%
INTC
50%
XEL
16%
02/12/2010
cash
30%
MU
20%
XEL
50%
02/10/2010
cash
30%
BKR
20%
XEL
50%
02/08/2010
cash
30%
QCOM
20%
VRSK
50%
02/04/2010
cash
30%
QCOM
20%
XEL
50%
02/02/2010
cash
30%
ADP
50%
QCOM
20%
01/29/2010
cash
30%
MDLZ
50%
QCOM
20%
01/27/2010
cash
30%
PEP
50%
WBD
20%
01/25/2010
cash
30%
VRSK
50%
WBD
20%
01/23/2010
cash
30%
TMUS
20%
VRSK
50%
01/21/2010
cash
30%
MELI
20%
VRSK
50%
01/19/2010
cash
30%
AAPL
50%
MELI
4%
VRSK
16%
01/15/2010
cash
30%
TMUS
20%
VRSK
50%
01/13/2010
cash
30%
AAPL
50%
ADP
16%
TMUS
4%
01/11/2010
cash
30%
ODFL
20%
VRSK
50%
01/09/2010
cash
30%
AAPL
50%
TMUS
4%
VRSK
16%
01/07/2010
cash
30%
ODFL
20%
XEL
50%
01/05/2010
cash
30%
AAPL
50%
CTAS
4%
XEL
16%
01/01/2010
cash
30%
CTAS
20%
XEL
50%
12/28/2009
cash
30%
AAPL
50%
CTAS
4%
XEL
16%
12/24/2009
cash
30%
AAPL
50%
ADP
16%
CTAS
4%
12/22/2009
cash
30%
AAPL
50%
PEP
16%
SIRI
4%
12/18/2009
cash
30%
AAPL
50%
GILD
4%
PEP
16%
12/16/2009
cash
30%
GILD
20%
PEP
50%
12/14/2009
cash
30%
AAPL
50%
MELI
4%
PEP
16%
12/12/2009
cash
30%
GOOG
50%
PEP
16%
SGEN
4%
12/10/2009
cash
30%
AAPL
50%
COST
16%
EBAY
4%
12/08/2009
cash
30%
COST
50%
SNPS
20%
12/04/2009
cash
30%
GOOG
50%
MDLZ
16%
SNPS
4%
12/02/2009
cash
30%
GOOG
50%
PCAR
4%
VRSK
16%
11/30/2009
cash
30%
FTNT
20%
MDLZ
50%
11/27/2009
cash
30%
FTNT
20%
VRSK
50%
11/24/2009
cash
30%
AAPL
50%
FTNT
4%
VRSK
16%
11/20/2009
cash
30%
FTNT
20%
PEP
50%
11/18/2009
cash
30%
AAPL
50%
FTNT
4%
PEP
16%
11/16/2009
cash
30%
AAPL
50%
PEP
16%
TMUS
4%
11/14/2009
cash
30%
AAPL
50%
MDLZ
16%
TMUS
4%
11/12/2009
cash
30%
AAPL
50%
CDNS
4%
MDLZ
16%
11/10/2009
cash
30%
AAPL
50%
MDLZ
16%
TMUS
4%
11/06/2009
cash
30%
AAPL
50%
ILMN
4%
VRSK
16%
11/05/2009
cash
30%
AAPL
50%
CDNS
4%
VRSK
16%
11/04/2009
cash
30%
CDNS
20%
VRSK
50%
11/02/2009
cash
30%
CDNS
20%
XEL
50%
10/31/2009
cash
30%
COST
50%
ILMN
20%
10/29/2009
cash
30%
ILMN
20%
XEL
50%
10/27/2009
cash
30%
COST
50%
MU
20%
10/23/2009
cash
30%
AAPL
50%
COST
16%
MU
4%
10/19/2009
cash
30%
AAPL
50%
COST
16%
TMUS
4%
10/17/2009
cash
50%
VRSK
50%
10/07/2009
cash
33.33%
AAPL
50%
VRSK
16.67%
10/06/2009
cash
30%
AAPL
50%
SGEN
4%
XEL
16%
10/05/2009
cash
30%
ADP
50%
SGEN
20%
10/01/2009
cash
30%
COST
50%
TMUS
20%
09/29/2009
cash
30%
AAPL
50%
CPRT
4%
XEL
16%
09/25/2009
cash
30%
ODFL
20%
XEL
50%
09/23/2009
cash
30%
AAPL
50%
ODFL
4%
PEP
16%
09/21/2009
cash
30%
AAPL
50%
AMAT
4%
MDLZ
16%
09/19/2009
cash
30%
AAPL
50%
AVGO
4%
MDLZ
16%
09/17/2009
cash
30%
AAPL
50%
MDLZ
16%
ODFL
4%
09/11/2009
cash
33.33%
AAPL
50%
MDLZ
16.67%
09/09/2009
cash
30%
AAPL
50%
ADSK
4%
MDLZ
16%
09/04/2009
cash
30%
AAPL
50%
MDLZ
16%
NFLX
4%
09/03/2009
cash
30%
ADP
50%
SIRI
20%
09/01/2009
cash
30%
INTU
20%
PEP
50%
08/28/2009
cash
30%
AAPL
50%
INTU
4%
PEP
16%
08/26/2009
cash
30%
AAPL
50%
ADP
16%
TMUS
4%
08/22/2009
cash
30%
AAPL
50%
COST
16%
TMUS
4%
08/20/2009
cash
30%
AAPL
50%
COST
16%
MELI
4%
08/19/2009
cash
30%
AAPL
50%
COST
16%
MNST
4%
08/18/2009
cash
30%
BKR
20%
COST
50%
08/14/2009
cash
30%
AVGO
20%
PEP
50%
08/12/2009
cash
30%
AAPL
50%
AVGO
4%
COST
16%
08/10/2009
cash
30%
AVGO
20%
XEL
50%
08/08/2009
cash
30%
AAPL
50%
AVGO
4%
XEL
16%
08/06/2009
cash
30%
AVGO
20%
XEL
50%
08/04/2009
cash
30%
AAPL
50%
AMZN
4%
MDLZ
16%
07/29/2009
cash
30%
AAPL
50%
AMD
4%
PEP
16%
07/27/2009
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
07/25/2009
cash
30%
CSGP
20%
PEP
50%
07/23/2009
cash
30%
AAPL
50%
CSGP
4%
PEP
16%
07/15/2009
cash
30%
AAPL
50%
PEP
16%
SIRI
4%
07/13/2009
cash
30%
AAPL
50%
ADP
16%
ILMN
4%
07/09/2009
cash
30%
ADP
50%
ILMN
20%
07/03/2009
cash
30%
ADP
50%
TMUS
20%
07/01/2009
cash
30%
AAPL
50%
ADP
16%
BIIB
4%
06/25/2009
cash
30%
AAPL
50%
ADP
16%
AMD
4%
06/22/2009
cash
30%
ADP
50%
AMD
20%
06/19/2009
cash
30%
AAPL
50%
ADP
16%
AMD
4%
06/17/2009
cash
30%
ALGN
4%
MDLZ
16%
MSFT
50%
06/16/2009
cash
30%
ALGN
20%
MDLZ
50%
06/15/2009
cash
30%
MDLZ
50%
MNST
20%
06/13/2009
cash
30%
COST
50%
MNST
20%
06/09/2009
cash
30%
AAPL
50%
COST
16%
TMUS
4%
06/03/2009
cash
30%
AAPL
50%
COST
16%
MNST
4%
05/30/2009
cash
30%
AAPL
50%
MNST
4%
XEL
16%
05/28/2009
cash
30%
AAPL
50%
MELI
4%
XEL
16%
05/26/2009
cash
30%
AAPL
50%
SIRI
4%
XEL
16%
05/22/2009
cash
30%
MELI
20%
XEL
50%
05/21/2009
cash
30%
LULU
20%
XEL
50%
05/20/2009
cash
30%
AAPL
50%
LULU
4%
XEL
16%
05/18/2009
cash
30%
AAPL
50%
SIRI
4%
XEL
16%
05/12/2009
cash
30%
COST
50%
NVDA
20%
05/08/2009
cash
30%
NVDA
20%
XEL
50%
05/06/2009
cash
30%
AAPL
50%
COST
16%
DXCM
4%
05/02/2009
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
04/30/2009
cash
30%
AAPL
50%
ADP
16%
SIRI
4%
04/28/2009
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
04/24/2009
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
04/22/2009
cash
30%
AAPL
50%
AMD
4%
PEP
16%
04/20/2009
cash
30%
INTU
20%
PEP
50%
04/18/2009
cash
30%
AAPL
50%
COST
16%
TMUS
4%
04/16/2009
cash
30%
AAPL
50%
COST
16%
INTU
4%
04/14/2009
cash
30%
INTU
20%
PEP
50%
04/10/2009
cash
30%
AAPL
50%
PEP
16%
VRTX
4%
04/08/2009
cash
30%
AAPL
50%
MDLZ
16%
SIRI
4%
04/04/2009
cash
30%
AAPL
50%
ILMN
4%
MDLZ
16%
04/02/2009
cash
30%
AAPL
50%
AEP
4%
XEL
16%
03/31/2009
cash
30%
ADP
50%
AEP
20%
03/27/2009
cash
30%
ADP
50%
ISRG
20%
03/25/2009
cash
30%
ADP
50%
BKR
20%
03/23/2009
cash
30%
AAPL
50%
MDLZ
16%
WBD
4%
03/21/2009
cash
30%
BKR
20%
MDLZ
50%
03/19/2009
cash
30%
AAPL
50%
BKR
4%
MDLZ
16%
03/17/2009
cash
30%
WBD
20%
XEL
50%
03/13/2009
cash
30%
BKR
20%
PEP
50%
03/11/2009
cash
30%
CEG
20%
COST
50%
03/09/2009
cash
30%
MDLZ
50%
REGN
20%
03/07/2009
cash
30%
PEP
50%
REGN
20%
03/05/2009
cash
30%
MDLZ
50%
REGN
20%
03/03/2009
cash
30%
CEG
20%
MDLZ
50%
02/27/2009
cash
30%
MDLZ
50%
REGN
20%
02/25/2009
cash
30%
ADP
50%
CEG
20%
02/23/2009
cash
30%
ADP
50%
MU
20%
02/21/2009
cash
30%
MDLZ
50%
MU
20%
02/19/2009
cash
30%
ADP
50%
MU
20%
02/17/2009
cash
30%
LULU
20%
XEL
50%
02/11/2009
cash
30%
MDLZ
50%
SIRI
20%
02/05/2009
cash
30%
DLTR
4%
GOOG
50%
MDLZ
16%
02/03/2009
cash
30%
COST
50%
ROST
20%
01/30/2009
cash
30%
ADP
50%
BKR
20%
01/28/2009
cash
30%
ALGN
20%
COST
50%
01/26/2009
cash
30%
ADP
50%
SIRI
20%
01/24/2009
cash
30%
COST
50%
TMUS
20%
01/22/2009
cash
30%
ADP
50%
AMD
20%
01/16/2009
cash
30%
PEP
50%
WBD
20%
01/13/2009
cash
30%
COST
50%
ISRG
20%
01/12/2009
cash
30%
ISRG
20%
PEP
50%
01/10/2009
cash
30%
COST
50%
ISRG
20%
01/08/2009
cash
30%
ISRG
20%
PEP
50%
01/06/2009
cash
30%
COST
50%
DLTR
20%
01/02/2009
cash
30%
COST
50%
TMUS
20%
12/31/2008
cash
30%
COST
50%
SIRI
20%
12/25/2008
cash
30%
COST
50%
DXCM
20%
12/23/2008
cash
30%
ADP
50%
DXCM
20%
12/19/2008
cash
30%
DXCM
20%
MDLZ
50%
12/17/2008
cash
30%
ADP
50%
LULU
20%
12/13/2008
cash
30%
CDNS
20%
PEP
50%
12/11/2008
cash
30%
ADP
50%
MU
20%
12/09/2008
cash
30%
PEP
50%
SIRI
20%
12/05/2008
cash
30%
ADI
20%
PEP
50%
11/29/2008
cash
30%
MDLZ
50%
SGEN
20%
11/25/2008
cash
30%
MDLZ
50%
SIRI
20%
11/21/2008
cash
30%
COST
50%
WBD
20%
11/19/2008
cash
30%
COST
50%
MU
20%
11/13/2008
cash
30%
COST
50%
DXCM
20%
11/11/2008
cash
30%
COST
50%
LULU
20%
11/05/2008
cash
30%
COST
50%
SIRI
20%
11/03/2008
cash
30%
COST
50%
MELI
20%
11/01/2008
cash
30%
MELI
20%
XEL
50%
10/30/2008
cash
30%
ADP
50%
MELI
20%
10/28/2008
cash
30%
COST
50%
MELI
20%
10/24/2008
cash
30%
COST
50%
WBD
20%
10/20/2008
cash
30%
LULU
20%
PEP
50%
10/17/2008
cash
30%
ALGN
20%
PEP
50%
10/16/2008
cash
30%
LULU
20%
PEP
50%
10/14/2008
cash
30%
ALGN
20%
PEP
50%
10/10/2008
cash
30%
ADP
50%
WBD
20%
10/08/2008
cash
30%
ADP
50%
BKR
20%
10/06/2008
cash
30%
ADP
50%
SIRI
20%
10/04/2008
cash
30%
BKR
20%
XEL
50%
10/02/2008
cash
30%
MELI
20%
XEL
50%
09/29/2008
cash
30%
SIRI
20%
XEL
50%
09/19/2008
cash
30%
CEG
20%
COST
50%
09/16/2008
cash
30%
ADP
50%
CEG
20%
09/12/2008
cash
30%
ADP
50%
SIRI
20%
09/10/2008
cash
30%
SIRI
20%
XEL
50%
09/06/2008
cash
30%
MRVL
20%
XEL
50%
09/04/2008
cash
30%
MDLZ
50%
MRVL
20%
09/02/2008
cash
30%
MDLZ
50%
NVDA
20%
08/29/2008
cash
30%
MDLZ
50%
MU
20%
08/28/2008
cash
30%
AAPL
50%
MDLZ
16%
MU
4%
08/27/2008
cash
30%
MDLZ
50%
MU
20%
08/25/2008
cash
30%
ADP
50%
LULU
20%
08/23/2008
cash
30%
AAPL
50%
COST
16%
MELI
4%
08/21/2008
cash
30%
MELI
20%
XEL
50%
08/19/2008
cash
30%
CEG
20%
COST
50%
08/13/2008
cash
30%
AAPL
50%
CEG
4%
MDLZ
16%
08/11/2008
cash
30%
BIIB
4%
CSCO
50%
MDLZ
16%
08/07/2008
cash
30%
BIIB
4%
INTC
50%
XEL
16%
08/05/2008
cash
30%
SIRI
20%
XEL
50%
08/01/2008
cash
30%
COST
50%
SIRI
20%
07/24/2008
cash
30%
CDNS
20%
COST
50%
07/23/2008
cash
30%
COST
50%
EXC
20%
07/22/2008
cash
30%
GOOG
20%
XEL
50%
07/18/2008
cash
30%
COST
50%
MNST
20%
07/17/2008
cash
30%
MNST
20%
PEP
50%
07/16/2008
cash
30%
CTSH
20%
XEL
50%
07/14/2008
cash
30%
COST
50%
NVDA
20%
07/12/2008
cash
30%
ADP
50%
NVDA
20%
07/10/2008
cash
30%
COST
50%
NVDA
20%
07/08/2008
cash
30%
MDLZ
50%
NVDA
20%
07/04/2008
cash
30%
NVDA
20%
XEL
50%
07/02/2008
cash
30%
AMD
20%
MDLZ
50%
06/30/2008
cash
30%
MDLZ
50%
SIRI
20%
06/28/2008
cash
30%
AMD
20%
MDLZ
50%
06/26/2008
cash
30%
MDLZ
50%
SIRI
20%
06/24/2008
cash
30%
PEP
50%
SIRI
20%
06/20/2008
cash
30%
MDLZ
50%
SIRI
20%
06/19/2008
cash
30%
AAPL
50%
MDLZ
16%
SIRI
4%
06/17/2008
cash
30%
MDLZ
50%
NVDA
20%
06/16/2008
cash
30%
CSCO
50%
MDLZ
16%
REGN
4%
06/10/2008
cash
30%
MDLZ
50%
REGN
20%
06/06/2008
cash
30%
PEP
50%
REGN
20%
06/04/2008
cash
30%
AAPL
50%
PEP
16%
SGEN
4%
06/02/2008
cash
30%
MELI
20%
XEL
50%
05/27/2008
cash
30%
AAPL
50%
ADP
16%
MELI
4%
05/23/2008
cash
30%
ADP
50%
MELI
20%
05/22/2008
cash
30%
COST
50%
MELI
20%
05/21/2008
cash
30%
COST
50%
REGN
20%
05/19/2008
cash
30%
MNST
20%
PEP
50%
05/15/2008
cash
30%
AAPL
50%
MNST
4%
PEP
16%
05/13/2008
cash
30%
AAPL
50%
ADP
16%
MNST
4%
05/09/2008
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
05/07/2008
cash
30%
ADP
50%
DXCM
20%
05/05/2008
cash
30%
AAPL
50%
CEG
4%
PEP
16%
05/03/2008
cash
30%
AAPL
50%
ADP
16%
CEG
4%
04/29/2008
cash
30%
AAPL
50%
NFLX
4%
PEP
16%
04/19/2008
cash
30%
AAPL
50%
ISRG
4%
PEP
16%
04/17/2008
cash
30%
AAPL
50%
MNST
4%
PEP
16%
04/16/2008
cash
30%
AAPL
50%
ADP
16%
MNST
4%
04/15/2008
cash
30%
ADP
50%
SIRI
20%
04/11/2008
cash
30%
ADP
50%
ALGN
20%
04/09/2008
cash
30%
PEP
50%
SIRI
20%
04/05/2008
cash
30%
AAPL
50%
COST
16%
SIRI
4%
04/03/2008
cash
30%
AAPL
50%
PEP
16%
SIRI
4%
04/01/2008
cash
30%
AAPL
50%
AMAT
4%
XEL
16%
03/28/2008
cash
30%
MU
20%
XEL
50%
03/26/2008
cash
30%
BKR
20%
XEL
50%
03/12/2008
cash
30%
DXCM
20%
MDLZ
50%
03/08/2008
cash
30%
COST
50%
LULU
20%
03/04/2008
cash
30%
ADSK
20%
COST
50%
02/25/2008
cash
30%
BKR
20%
XEL
50%
02/21/2008
cash
30%
LULU
20%
XEL
50%
02/19/2008
cash
30%
COST
50%
NVDA
20%
02/13/2008
cash
30%
AMD
20%
COST
50%
02/09/2008
cash
30%
CDNS
20%
COST
50%
02/07/2008
cash
30%
CDNS
20%
MDLZ
50%
02/05/2008
cash
30%
MDLZ
50%
MELI
20%
02/01/2008
cash
30%
CDNS
20%
MDLZ
50%
01/31/2008
cash
30%
CDNS
20%
PEP
50%
01/30/2008
cash
30%
MELI
20%
PEP
50%
01/28/2008
cash
30%
MELI
20%
XEL
50%
01/24/2008
cash
30%
AAPL
20%
PEP
50%
01/18/2008
cash
30%
MELI
20%
PEP
50%
01/16/2008
cash
30%
ADP
50%
NVDA
20%
01/08/2008
cash
30%
ADP
50%
LULU
20%
01/02/2008
cash
30%
ADP
50%
AMD
20%
12/31/2007
cash
30%
MU
20%
PEP
50%
12/29/2007
cash
30%
AMD
20%
PEP
50%
12/27/2007
cash
30%
MU
20%
PEP
50%
12/21/2007
cash
30%
AAPL
50%
BIIB
4%
MDLZ
16%
12/19/2007
cash
30%
BIIB
20%
COST
50%
12/14/2007
cash
30%
BIIB
20%
MDLZ
50%
12/13/2007
cash
30%
AAPL
50%
BIIB
4%
MDLZ
16%
12/11/2007
cash
30%
CMCSA
20%
MDLZ
50%
11/28/2007
cash
30%
AAPL
50%
ADP
16%
AMD
4%
11/27/2007
cash
30%
ADP
50%
AMD
20%
11/26/2007
cash
30%
ADP
50%
ODFL
20%
11/23/2007
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
11/21/2007
cash
30%
ADP
50%
ALGN
20%
11/19/2007
cash
30%
ADP
50%
MNST
20%
11/17/2007
cash
30%
ADP
50%
BKR
20%
11/15/2007
cash
30%
ADP
50%
MNST
20%
11/09/2007
cash
30%
ADP
50%
BKR
20%
11/08/2007
cash
30%
COST
50%
MNST
20%
11/07/2007
cash
30%
VRTX
20%
XEL
50%
11/05/2007
cash
30%
AAPL
50%
ALGN
4%
MDLZ
16%
11/03/2007
cash
30%
AAPL
50%
ALGN
4%
COST
16%
11/01/2007
cash
30%
ALGN
20%
COST
50%
10/30/2007
cash
30%
AAPL
50%
ALGN
4%
MDLZ
16%
10/26/2007
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
10/24/2007
cash
30%
COST
50%
TMUS
20%
10/22/2007
cash
30%
AAPL
50%
MDLZ
16%
TMUS
4%
10/20/2007
cash
30%
DXCM
20%
XEL
50%
10/18/2007
cash
30%
AAPL
50%
PEP
16%
VRTX
4%
10/16/2007
cash
30%
PEP
50%
TMUS
20%
10/12/2007
cash
30%
AAPL
50%
MCHP
4%
PEP
16%
10/06/2007
cash
30%
AAPL
50%
MDLZ
16%
WBA
4%
10/04/2007
cash
30%
MDLZ
50%
WBA
20%
10/02/2007
cash
30%
AAPL
50%
MDLZ
16%
WBA
4%
09/28/2007
cash
30%
AAPL
50%
ODFL
4%
XEL
16%
09/24/2007
cash
30%
AAPL
50%
MDLZ
16%
REGN
4%
09/20/2007
cash
30%
AAPL
50%
PEP
16%
REGN
4%
09/18/2007
cash
30%
AAPL
50%
ADP
16%
REGN
4%
09/14/2007
cash
30%
AAPL
50%
ADP
16%
TMUS
4%
09/12/2007
cash
30%
AAPL
50%
COST
16%
ODFL
4%
09/10/2007
cash
30%
ADP
50%
TMUS
20%
09/08/2007
cash
30%
COST
50%
TMUS
20%
09/06/2007
cash
30%
COST
50%
CSGP
20%
08/31/2007
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
08/29/2007
cash
30%
AAPL
50%
ALGN
4%
PEP
16%
08/27/2007
cash
30%
AAPL
50%
ADP
16%
MRVL
4%
08/25/2007
cash
30%
AAPL
50%
ADP
16%
ALGN
4%
08/23/2007
cash
30%
AAPL
50%
ADP
16%
CSX
4%
08/22/2007
cash
30%
COST
16%
CSCO
50%
CTSH
4%
08/15/2007
cash
30%
COST
50%
MELI
20%
08/11/2007
cash
30%
MDLZ
50%
MELI
20%
08/09/2007
cash
30%
MDLZ
50%
TMUS
20%
08/08/2007
cash
30%
CSCO
50%
LULU
4%
MDLZ
16%
07/30/2007
cash
30%
LULU
20%
MDLZ
50%
07/28/2007
cash
30%
MDLZ
50%
NFLX
20%
07/26/2007
cash
30%
ADP
50%
WBD
20%
07/24/2007
cash
30%
NFLX
20%
XEL
50%
07/20/2007
cash
30%
MNST
20%
PEP
50%
07/18/2007
cash
30%
AAPL
50%
ADP
16%
WBD
4%
07/16/2007
cash
30%
AAPL
50%
WBD
4%
XEL
16%
07/14/2007
cash
30%
AAPL
50%
ADP
16%
ORLY
4%
07/12/2007
cash
30%
AAPL
50%
MDLZ
16%
ORLY
4%
07/10/2007
cash
30%
ADSK
20%
MDLZ
50%
07/04/2007
cash
33.33%
AAPL
50%
MDLZ
16.67%
07/02/2007
cash
30%
GOOG
50%
SBUX
4%
XEL
16%
06/30/2007
cash
30%
AAPL
50%
MAR
4%
XEL
16%
06/28/2007
cash
30%
GOOG
50%
MCHP
4%
XEL
16%
06/27/2007
cash
30%
AAPL
50%
MCHP
4%
XEL
16%
06/25/2007
cash
30%
MCHP
20%
XEL
50%
06/22/2007
cash
30%
PEP
50%
SBUX
20%
06/20/2007
cash
30%
NFLX
20%
PEP
50%
06/16/2007
cash
30%
AAPL
50%
NFLX
4%
XEL
16%
06/14/2007
cash
30%
INTC
50%
REGN
4%
XEL
16%
06/13/2007
cash
30%
GOOG
50%
REGN
4%
XEL
16%
06/11/2007
cash
30%
REGN
20%
XEL
50%
06/08/2007
cash
30%
AAPL
50%
REGN
4%
XEL
16%
06/07/2007
cash
30%
REGN
20%
XEL
50%
06/06/2007
cash
30%
PEP
50%
REGN
20%
06/04/2007
cash
30%
AAPL
50%
REGN
4%
XEL
16%
05/31/2007
cash
30%
AAPL
50%
ADI
4%
XEL
16%
05/25/2007
cash
30%
AAPL
50%
REGN
4%
XEL
16%
05/23/2007
cash
30%
REGN
20%
XEL
50%
05/21/2007
cash
30%
AAPL
50%
ADP
16%
AMGN
4%
05/19/2007
cash
30%
AAPL
50%
AMGN
4%
XEL
16%
05/17/2007
cash
30%
AMGN
20%
XEL
50%
05/16/2007
cash
30%
AAPL
50%
AMGN
4%
MDLZ
16%
05/15/2007
cash
30%
AMGN
20%
MDLZ
50%
05/11/2007
cash
30%
AAPL
50%
AMGN
4%
MDLZ
16%
05/09/2007
cash
30%
AAPL
50%
CTSH
4%
MDLZ
16%
05/07/2007
cash
30%
AAPL
50%
ODFL
4%
XEL
16%
05/05/2007
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
05/03/2007
cash
30%
AAPL
50%
COST
16%
DXCM
4%
05/01/2007
cash
30%
AZN
20%
COST
50%
04/25/2007
cash
30%
AAPL
50%
COST
16%
TMUS
4%
04/23/2007
cash
30%
AAPL
50%
TMUS
4%
XEL
16%
04/19/2007
cash
30%
CSCO
50%
TMUS
4%
XEL
16%
04/17/2007
cash
30%
ADP
16%
CSCO
50%
MU
4%
04/13/2007
cash
30%
GOOG
50%
MU
4%
XEL
16%
04/11/2007
cash
50%
ADP
50%
04/03/2007
cash
33.33%
AAPL
50%
ADP
16.67%
03/30/2007
cash
30%
ADP
50%
CTAS
20%
03/28/2007
cash
30%
CTAS
20%
PEP
50%
03/26/2007
cash
30%
AAPL
50%
CTAS
4%
PEP
16%
03/24/2007
cash
30%
AAPL
50%
COST
16%
CTAS
4%
03/22/2007
cash
30%
AAPL
50%
MDLZ
16%
VRTX
4%
03/20/2007
cash
30%
AAPL
50%
COST
16%
NVDA
4%
03/19/2007
cash
30%
AAPL
50%
COST
16%
ILMN
4%
03/16/2007
cash
30%
MDLZ
50%
VRTX
20%
03/14/2007
cash
30%
AAPL
50%
COST
16%
MRVL
4%
03/13/2007
cash
30%
COST
50%
MRVL
20%
03/12/2007
cash
30%
AAPL
50%
COST
16%
DXCM
4%
03/10/2007
cash
30%
ADP
50%
DXCM
20%
03/08/2007
cash
30%
DXCM
20%
MDLZ
50%
03/06/2007
cash
30%
DXCM
20%
XEL
50%
03/02/2007
cash
30%
DXCM
20%
MDLZ
50%
02/26/2007
cash
30%
MDLZ
50%
SGEN
20%
02/24/2007
cash
30%
AAPL
50%
MDLZ
16%
MNST
4%
02/22/2007
cash
30%
AAPL
50%
BIIB
4%
MDLZ
16%
02/20/2007
cash
30%
CSCO
50%
MU
4%
PEP
16%
02/16/2007
cash
30%
CSCO
50%
PEP
16%
VRTX
4%
02/14/2007
cash
30%
CSCO
50%
PEP
16%
WBD
4%
02/12/2007
cash
30%
ILMN
20%
PEP
50%
02/10/2007
cash
30%
ILMN
20%
MDLZ
50%
02/06/2007
cash
30%
CSCO
50%
ILMN
4%
MDLZ
16%
02/02/2007
cash
30%
AMD
4%
INTC
50%
MDLZ
16%
01/31/2007
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
01/29/2007
cash
30%
ADP
50%
LRCX
20%
01/27/2007
cash
30%
AAPL
20%
MDLZ
50%
01/25/2007
cash
30%
LRCX
20%
MDLZ
50%
01/24/2007
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
01/23/2007
cash
30%
ADP
50%
AMD
20%
01/19/2007
cash
30%
ADP
50%
WBD
20%
01/17/2007
cash
30%
DXCM
20%
XEL
50%
01/13/2007
cash
30%
AAPL
50%
ADP
16%
NFLX
4%
01/11/2007
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
01/09/2007
cash
30%
AAPL
50%
MDLZ
16%
NFLX
4%
01/05/2007
cash
30%
AAPL
50%
MDLZ
16%
NVDA
4%
01/04/2007
cash
30%
AAPL
50%
DXCM
4%
MDLZ
16%
01/03/2007
cash
30%
ADP
50%
AMD
20%
12/29/2006
cash
30%
AMD
20%
COST
50%
12/28/2006
cash
30%
COST
50%
SIRI
20%
12/26/2006
cash
30%
AAPL
20%
XEL
50%
12/22/2006
cash
30%
COST
50%
DXCM
20%
12/18/2006
cash
30%
COST
50%
VRTX
20%
12/14/2006
cash
30%
MSFT
50%
PEP
16%
VRTX
4%
12/13/2006
cash
30%
MDLZ
50%
VRTX
20%
12/08/2006
cash
30%
ADP
50%
SIRI
20%
12/06/2006
cash
30%
ADP
16%
GOOG
50%
SIRI
4%
12/04/2006
cash
30%
AAPL
50%
ADP
16%
AMZN
4%
12/01/2006
cash
30%
ADP
50%
REGN
20%
11/30/2006
cash
30%
AAPL
50%
ADP
16%
REGN
4%
11/28/2006
cash
30%
ANSS
20%
MDLZ
50%
11/24/2006
cash
30%
AAPL
50%
INTU
4%
MDLZ
16%
11/16/2006
cash
30%
AAPL
50%
ILMN
4%
PEP
16%
11/14/2006
cash
30%
AAPL
50%
MNST
4%
PEP
16%
11/10/2006
cash
30%
AAPL
50%
ADP
16%
MNST
4%
11/08/2006
cash
30%
AAPL
50%
COST
16%
MNST
4%
11/06/2006
cash
30%
AAPL
50%
MDLZ
16%
MNST
4%
11/02/2006
cash
30%
IDXX
20%
MDLZ
50%
10/31/2006
cash
30%
AAPL
50%
DXCM
4%
MDLZ
16%
10/27/2006
cash
30%
DXCM
20%
MDLZ
50%
10/25/2006
cash
30%
AAPL
50%
DXCM
4%
MDLZ
16%
10/23/2006
cash
30%
AAPL
50%
AMD
4%
PEP
16%
10/21/2006
cash
30%
DXCM
20%
MDLZ
50%
10/19/2006
cash
30%
AMD
20%
PEP
50%
10/17/2006
cash
30%
MU
20%
PEP
50%
10/13/2006
cash
30%
AAPL
50%
MU
4%
PEP
16%
10/11/2006
cash
30%
GOOG
50%
MU
4%
PEP
16%
10/09/2006
cash
30%
GOOG
50%
MRVL
4%
PEP
16%
10/07/2006
cash
30%
COST
16%
GOOG
50%
MU
4%
10/05/2006
cash
30%
COST
16%
GOOG
50%
MRVL
4%
10/03/2006
cash
30%
COST
50%
MRVL
20%
09/29/2006
cash
30%
AAPL
50%
COST
16%
WBA
4%
09/27/2006
cash
30%
AAPL
50%
ADP
16%
WBA
4%
09/25/2006
cash
30%
AAPL
50%
PEP
16%
WBA
4%
09/23/2006
cash
30%
ADP
50%
MCHP
20%
09/21/2006
cash
30%
ADP
50%
WBA
20%
09/19/2006
cash
30%
ADP
50%
DXCM
20%
09/15/2006
cash
30%
AAPL
50%
ADP
16%
DXCM
4%
09/13/2006
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
09/11/2006
cash
30%
AAPL
50%
PEP
16%
WBD
4%
09/09/2006
cash
30%
AAPL
50%
COST
16%
DXCM
4%
09/07/2006
cash
30%
COST
50%
DXCM
20%
09/05/2006
cash
30%
AAPL
50%
COST
16%
MNST
4%
09/01/2006
cash
30%
AAPL
50%
COST
16%
DXCM
4%
08/30/2006
cash
33.33%
COST
16.67%
MSFT
50%
08/28/2006
cash
30%
COST
16%
MRVL
4%
MSFT
50%
08/26/2006
cash
30%
ANSS
20%
COST
50%
08/24/2006
cash
30%
COST
50%
NFLX
20%
08/22/2006
cash
30%
ADI
20%
MDLZ
50%
08/18/2006
cash
30%
AAPL
50%
ADI
4%
MDLZ
16%
08/15/2006
cash
30%
AAPL
50%
MNST
4%
PEP
16%
08/07/2006
cash
30%
COST
50%
MNST
20%
08/02/2006
cash
30%
AAPL
50%
COST
16%
CSGP
4%
07/27/2006
cash
30%
AAPL
50%
AMZN
4%
COST
16%
07/25/2006
cash
30%
COST
50%
NFLX
20%
07/21/2006
cash
30%
AMD
20%
COST
50%
07/19/2006
cash
30%
COST
50%
NFLX
20%
07/17/2006
cash
30%
ANSS
20%
COST
50%
07/15/2006
cash
30%
COST
50%
NVDA
20%
07/13/2006
cash
30%
ADP
50%
NVDA
20%
07/11/2006
cash
30%
ADP
50%
ORLY
20%
07/05/2006
cash
30%
MDLZ
50%
MRVL
20%
06/29/2006
cash
30%
GOOG
50%
MDLZ
16%
MRVL
4%
06/27/2006
cash
30%
MRVL
20%
XEL
50%
06/22/2006
cash
30%
DXCM
20%
XEL
50%
06/21/2006
cash
30%
DXCM
4%
GOOG
50%
XEL
16%
06/20/2006
cash
30%
DXCM
20%
PEP
50%
06/19/2006
cash
30%
ADP
50%
DXCM
20%
06/13/2006
cash
30%
DXCM
20%
MDLZ
50%
06/09/2006
cash
30%
AMD
20%
MDLZ
50%
06/07/2006
cash
30%
COST
50%
SGEN
20%
06/06/2006
cash
30%
COST
50%
NVDA
20%
06/03/2006
cash
30%
AMD
20%
COST
50%
06/01/2006
cash
30%
COST
50%
MRVL
20%
05/24/2006
cash
30%
BKR
20%
COST
50%
05/20/2006
cash
30%
COST
50%
REGN
20%
05/18/2006
cash
30%
COST
50%
NVDA
20%
05/16/2006
cash
30%
NVDA
20%
XEL
50%
05/10/2006
cash
30%
ADBE
20%
ADP
50%
05/05/2006
cash
30%
AAPL
50%
ADP
16%
MSFT
4%
05/04/2006
cash
30%
ADP
50%
MSFT
20%
05/02/2006
cash
30%
ADP
50%
GILD
20%
04/24/2006
cash
30%
ADP
50%
EBAY
20%
04/22/2006
cash
30%
AMD
20%
PEP
50%
04/20/2006
cash
30%
AMD
4%
COST
16%
GOOG
50%
04/18/2006
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
04/17/2006
cash
30%
AMD
20%
MDLZ
50%
04/12/2006
cash
30%
MDLZ
50%
REGN
20%
04/10/2006
cash
30%
CSGP
20%
MDLZ
50%
04/08/2006
cash
30%
PEP
50%
SGEN
20%
04/06/2006
cash
30%
GOOG
50%
ILMN
4%
PEP
16%
04/04/2006
cash
30%
GOOG
50%
PEP
16%
SGEN
4%
03/31/2006
cash
30%
MSFT
50%
PEP
16%
SGEN
4%
03/29/2006
cash
30%
PEP
50%
VRTX
20%
03/28/2006
cash
30%
VRTX
20%
XEL
50%
03/23/2006
cash
30%
AAPL
20%
PEP
50%
03/21/2006
cash
30%
MRVL
20%
PEP
50%
03/17/2006
cash
30%
AMD
20%
PEP
50%
03/15/2006
cash
30%
AMD
4%
MSFT
50%
PEP
16%
03/14/2006
cash
30%
AMD
4%
MSFT
50%
XEL
16%
03/09/2006
cash
30%
VRTX
20%
XEL
50%
03/07/2006
cash
30%
AAPL
20%
XEL
50%
03/03/2006
cash
30%
DLTR
20%
XEL
50%
03/01/2006
cash
30%
SIRI
20%
XEL
50%
02/28/2006
cash
30%
COST
50%
SIRI
20%
02/27/2006
cash
30%
COST
50%
LRCX
20%
02/25/2006
cash
30%
ADP
50%
INTU
20%
02/23/2006
cash
30%
ADP
50%
ISRG
20%
02/17/2006
cash
30%
ADP
50%
SIRI
20%
02/07/2006
cash
30%
ISRG
20%
XEL
50%
02/03/2006
cash
30%
ADP
50%
ADSK
20%
02/01/2006
cash
30%
ADP
16%
MSFT
50%
WBD
4%
01/30/2006
cash
30%
AAPL
4%
COST
16%
MSFT
50%
01/27/2006
cash
30%
ADP
50%
INTC
20%
01/26/2006
cash
30%
INTC
20%
PEP
50%
01/24/2006
cash
30%
COST
50%
INTC
20%
01/20/2006
cash
30%
INTC
20%
PEP
50%
01/18/2006
cash
30%
ADP
50%
INTC
20%
01/14/2006
cash
30%
AMZN
20%
PEP
50%
01/12/2006
cash
30%
ADP
50%
ANSS
20%
01/04/2006
cash
30%
AAPL
50%
ANSS
4%
MDLZ
16%
01/03/2006
cash
30%
AAPL
50%
DXCM
4%
XEL
16%
12/31/2005
cash
30%
ADP
50%
PAYX
20%
12/29/2005
cash
30%
CEG
20%
XEL
50%
12/27/2005
cash
30%
CEG
20%
MDLZ
50%
12/23/2005
cash
30%
KLAC
20%
MDLZ
50%
12/21/2005
cash
30%
MDLZ
50%
SIRI
20%
12/17/2005
cash
30%
ILMN
20%
MDLZ
50%
12/15/2005
cash
30%
GOOG
50%
MDLZ
16%
NFLX
4%
12/13/2005
cash
30%
AAPL
50%
ADP
16%
NFLX
4%
12/09/2005
cash
30%
BKR
20%
COST
50%
12/07/2005
cash
30%
BKR
20%
MDLZ
50%
12/05/2005
cash
30%
ADP
50%
SGEN
20%
12/03/2005
cash
30%
ADP
16%
GOOG
50%
SGEN
4%
12/01/2005
cash
30%
COST
16%
GOOG
50%
SGEN
4%
11/29/2005
cash
30%
ADP
50%
ADSK
20%
11/23/2005
cash
30%
ADP
16%
ADSK
4%
GOOG
50%
11/19/2005
cash
30%
ADSK
4%
GOOG
50%
PEP
16%
11/11/2005
cash
30%
GOOG
50%
PEP
16%
REGN
4%
11/09/2005
cash
30%
BKR
4%
GOOG
50%
PEP
16%
11/07/2005
cash
30%
CMCSA
4%
GOOG
50%
XEL
16%
11/03/2005
cash
30%
AMZN
4%
GOOG
50%
XEL
16%
10/28/2005
cash
30%
AMZN
4%
GOOG
50%
MDLZ
16%
10/26/2005
cash
30%
GOOG
50%
MDLZ
16%
NFLX
4%
10/24/2005
cash
30%
GOOG
50%
HON
4%
MDLZ
16%
10/22/2005
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
10/20/2005
cash
30%
MDLZ
50%
NFLX
20%
10/19/2005
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
10/12/2005
cash
30%
AMD
20%
XEL
50%
10/06/2005
cash
30%
TXN
20%
XEL
50%
10/04/2005
cash
30%
AMGN
20%
XEL
50%
09/29/2005
cash
30%
AMGN
4%
GOOG
50%
XEL
16%
09/28/2005
cash
30%
COST
50%
SIRI
20%
09/26/2005
cash
30%
MDLZ
50%
SGEN
20%
09/22/2005
cash
30%
MDLZ
50%
MNST
20%
09/20/2005
cash
30%
COST
50%
MNST
20%
09/19/2005
cash
30%
COST
50%
SGEN
20%
09/16/2005
cash
30%
ADP
16%
GOOG
50%
MNST
4%
09/14/2005
cash
30%
ADP
50%
MNST
20%
09/12/2005
cash
30%
ADP
16%
GOOG
50%
ODFL
4%
09/10/2005
cash
30%
GOOG
50%
MAR
4%
MDLZ
16%
09/08/2005
cash
30%
ADP
16%
GOOG
50%
MAR
4%
09/02/2005
cash
30%
ADP
50%
ISRG
20%
08/31/2005
cash
30%
ADP
16%
MSFT
50%
REGN
4%
08/25/2005
cash
30%
ADP
50%
REGN
20%
08/23/2005
cash
30%
ADP
50%
ROST
20%
08/19/2005
cash
30%
CSCO
20%
MDLZ
50%
08/17/2005
cash
30%
REGN
20%
XEL
50%
08/16/2005
cash
30%
COST
50%
REGN
20%
08/15/2005
cash
30%
COST
16%
DXCM
4%
MSFT
50%
08/12/2005
cash
30%
COST
50%
REGN
20%
08/11/2005
cash
30%
COST
16%
DXCM
4%
MSFT
50%
08/10/2005
cash
30%
COST
50%
SGEN
20%
08/09/2005
cash
30%
COST
16%
MSFT
50%
SGEN
4%
08/08/2005
cash
30%
COST
50%
SGEN
20%
08/05/2005
cash
30%
COST
50%
ILMN
20%
08/03/2005
cash
30%
COST
16%
GOOG
50%
ILMN
4%
08/01/2005
cash
30%
COST
50%
ILMN
20%
07/30/2005
cash
30%
ILMN
20%
MDLZ
50%
07/28/2005
cash
30%
ILMN
4%
INTC
50%
MDLZ
16%
07/22/2005
cash
30%
ALGN
20%
MDLZ
50%
07/20/2005
cash
30%
ALGN
4%
GOOG
50%
MDLZ
16%
07/18/2005
cash
30%
GOOG
50%
ROST
4%
XEL
16%
07/14/2005
cash
30%
DXCM
4%
GOOG
50%
XEL
16%
07/12/2005
cash
30%
INTC
50%
MDLZ
16%
ROST
4%
07/08/2005
cash
30%
GOOG
50%
PEP
16%
ROST
4%
07/06/2005
cash
30%
ADBE
20%
PEP
50%
06/28/2005
cash
30%
DXCM
20%
PEP
50%
06/24/2005
cash
30%
ADP
50%
DXCM
20%
06/22/2005
cash
30%
ADP
16%
DXCM
4%
GOOG
50%
06/20/2005
cash
30%
ADP
16%
GOOG
50%
WBD
4%
06/18/2005
cash
30%
ADP
16%
GOOG
50%
ODFL
4%
06/16/2005
cash
30%
INTC
50%
MDLZ
16%
ODFL
4%
06/15/2005
cash
30%
MDLZ
50%
ODFL
20%
06/14/2005
cash
30%
ADP
50%
ODFL
20%
06/13/2005
cash
30%
BIIB
4%
GOOG
50%
MDLZ
16%
06/08/2005
cash
30%
ADP
50%
BIIB
20%
06/06/2005
cash
30%
BKR
20%
PEP
50%
06/04/2005
cash
30%
ADP
50%
BKR
20%
06/02/2005
cash
30%
ADP
16%
GOOG
50%
VRTX
4%
05/31/2005
cash
30%
ADP
16%
ALGN
4%
GOOG
50%
05/27/2005
cash
30%
ALGN
4%
GOOG
50%
MDLZ
16%
05/25/2005
cash
30%
ADP
16%
ALGN
4%
GOOG
50%
05/23/2005
cash
30%
GOOG
50%
PEP
16%
SGEN
4%
05/19/2005
cash
30%
GOOG
50%
MDLZ
16%
SGEN
4%
05/17/2005
cash
30%
ADP
16%
GOOG
50%
SGEN
4%
05/13/2005
cash
30%
BKR
4%
GOOG
50%
MDLZ
16%
05/11/2005
cash
30%
ADP
50%
BKR
20%
05/09/2005
cash
30%
ADP
16%
BKR
4%
GOOG
50%
05/05/2005
cash
30%
BKR
4%
GOOG
50%
XEL
16%
05/04/2005
cash
30%
GOOG
50%
WBD
4%
XEL
16%
04/29/2005
cash
30%
COST
50%
ISRG
20%
04/28/2005
cash
30%
COST
50%
SGEN
20%
04/26/2005
cash
30%
COST
50%
ISRG
20%
04/23/2005
cash
30%
COST
50%
DXCM
20%
04/21/2005
cash
30%
DXCM
20%
MDLZ
50%
04/19/2005
cash
30%
COST
50%
DXCM
20%
04/15/2005
cash
30%
ADP
50%
DXCM
20%
04/13/2005
cash
30%
MDLZ
50%
SGEN
20%
04/12/2005
cash
30%
DLTR
20%
MDLZ
50%
04/09/2005
cash
30%
ADP
50%
DLTR
20%
04/07/2005
cash
30%
ADP
16%
GOOG
50%
REGN
4%
04/05/2005
cash
30%
ADP
50%
REGN
20%
04/01/2005
cash
30%
ADP
50%
ALGN
20%
03/31/2005
cash
30%
VRTX
20%
XEL
50%
03/30/2005
cash
30%
ODFL
20%
XEL
50%
03/28/2005
cash
30%
ILMN
20%
XEL
50%
03/24/2005
cash
30%
ALGN
20%
MDLZ
50%
03/22/2005
cash
30%
ALGN
20%
XEL
50%
03/18/2005
cash
30%
ALGN
20%
COST
50%
03/14/2005
cash
30%
BKR
20%
PEP
50%
03/10/2005
cash
30%
BKR
20%
COST
50%
03/08/2005
cash
30%
BIIB
20%
COST
50%
03/02/2005
cash
30%
BIIB
4%
COST
16%
INTC
50%
03/01/2005
cash
30%
BIIB
4%
INTC
50%
XEL
16%
02/28/2005
cash
30%
BIIB
20%
XEL
50%
02/25/2005
cash
30%
ILMN
4%
INTC
50%
PEP
16%
02/24/2005
cash
30%
ILMN
20%
PEP
50%
02/22/2005
cash
30%
NFLX
20%
XEL
50%
02/18/2005
cash
30%
ADP
50%
ILMN
20%
02/16/2005
cash
30%
ADP
16%
GOOG
50%
SGEN
4%
02/11/2005
cash
30%
ADP
16%
AMZN
4%
INTC
50%
02/10/2005
cash
30%
AMZN
20%
COST
50%
02/08/2005
cash
30%
AMZN
4%
COST
16%
GOOG
50%
02/04/2005
cash
30%
ALGN
4%
COST
16%
GOOG
50%
02/02/2005
cash
30%
ALGN
4%
GOOG
50%
MDLZ
16%
02/01/2005
cash
30%
ALGN
4%
COST
16%
GOOG
50%
01/29/2005
cash
30%
COST
50%
EBAY
20%
01/25/2005
cash
30%
EBAY
20%
MDLZ
50%
01/21/2005
cash
30%
AMD
20%
COST
50%
01/19/2005
cash
30%
MDLZ
50%
SIRI
20%
01/18/2005
cash
30%
AMD
4%
GOOG
50%
MDLZ
16%
01/13/2005
cash
30%
ADP
50%
AMD
20%
01/11/2005
cash
30%
AMD
20%
MDLZ
50%
01/07/2005
cash
30%
CPRT
20%
XEL
50%
01/05/2005
cash
30%
AMD
20%
XEL
50%
01/04/2005
cash
30%
REGN
20%
XEL
50%
01/03/2005
cash
30%
VRTX
20%
XEL
50%
01/01/2005
cash
30%
GOOG
50%
SIRI
4%
XEL
16%

The results shown are based on simulated or hypothetical performance results, including results stated since release. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade. Therefore, you should not invest or risk money that you cannot afford to lose.

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