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%
Compare
*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
12/10/2025
cash
45.24%
EA
4.76%
MU
50%
12/08/2025
cash
45.24%
MU
50%
ROST
4.76%
11/25/2025
cash
45.24%
AVGO
50%
EA
4.76%
11/12/2025
cash
45.24%
EA
4.76%
MU
50%
11/10/2025
cash
45.24%
AEP
4.76%
NVDA
50%
11/03/2025
cash
45.24%
AMAT
50%
EA
4.76%
10/31/2025
cash
45.24%
EA
4.76%
NVDA
50%
10/29/2025
cash
45.24%
AMD
50%
EA
4.76%
10/23/2025
cash
45.24%
AMD
50%
EXC
4.76%
10/17/2025
cash
45.24%
AMD
50%
EA
4.76%
10/13/2025
cash
45.24%
EA
4.76%
TSLA
50%
10/09/2025
cash
30%
AMD
50%
EA
4%
XEL
16%
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%
10/01/2025
cash
30%
MNST
4%
TSLA
50%
XEL
16%
09/29/2025
cash
30%
KLAC
4%
TSLA
50%
XEL
16%
09/19/2025
cash
45.24%
GOOG
4.76%
TSLA
50%
09/17/2025
cash
45.24%
MNST
4.76%
TSLA
50%
09/15/2025
cash
45.24%
KLAC
4.76%
TSLA
50%
09/05/2025
cash
45.24%
ORLY
4.76%
TSLA
50%
08/28/2025
cash
45.24%
FAST
4.76%
TSLA
50%
08/26/2025
cash
45.24%
AVGO
50%
GOOG
4.76%
08/14/2025
cash
45.24%
KLAC
4.76%
NVDA
50%
08/12/2025
cash
45.24%
AVGO
4.76%
NVDA
50%
08/08/2025
cash
30%
FAST
4%
NVDA
50%
XEL
16%
08/04/2025
cash
33.33%
NVDA
50%
XEL
16.67%
07/25/2025
cash
30%
NVDA
20%
XEL
50%
07/23/2025
cash
30%
AEP
4%
MSFT
50%
XEL
16%
07/21/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/17/2025
cash
45.24%
MSFT
4.76%
TSLA
50%
07/15/2025
cash
45.24%
NVDA
50%
TXN
4.76%
07/09/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/03/2025
cash
45.24%
MSFT
4.76%
NVDA
50%
07/01/2025
cash
45.24%
MSFT
4.76%
NFLX
50%
06/27/2025
cash
45.24%
INTU
4.76%
META
50%
06/25/2025
cash
45.24%
META
50%
MSFT
4.76%
06/11/2025
cash
45.24%
MSFT
4.76%
TSLA
50%
06/09/2025
cash
45.24%
BKNG
4.76%
META
50%
06/03/2025
cash
33.33%
ADP
16.67%
TSLA
50%
05/30/2025
cash
30%
PAYX
4%
TSLA
50%
VRSK
16%
05/28/2025
cash
30%
ADP
16%
EBAY
4%
TSLA
50%
05/22/2025
cash
30%
MNST
4%
NVDA
50%
VRSK
16%
05/16/2025
cash
45.24%
EBAY
4.76%
NVDA
50%
05/08/2025
cash
30%
AVGO
50%
NFLX
4%
VRSK
16%
05/02/2025
cash
45.24%
AVGO
50%
NFLX
4.76%
05/01/2025
cash
45.24%
CRWD
50%
NFLX
4.76%
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%
02/05/2025
cash
30%
AVGO
50%
COST
16%
CSCO
4%
01/28/2025
cash
45.24%
AMZN
50%
ORLY
4.76%
01/22/2025
cash
45.24%
GOOGL
4.76%
TSLA
50%
01/17/2025
cash
45.24%
CSCO
4.76%
TSLA
50%
01/15/2025
cash
45.24%
CSCO
4.76%
TSLA
50%
12/23/2024
cash
45.24%
AAPL
4.76%
TSLA
50%
12/13/2024
cash
45.24%
BKNG
4.76%
TSLA
50%
12/11/2024
cash
45.24%
ORLY
4.76%
TSLA
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%
11/25/2024
cash
30%
COST
50%
PYPL
4%
VRSK
16%
11/23/2024
cash
30%
BKR
20%
COST
50%
11/21/2024
cash
45.24%
BKR
4.76%
CRWD
50%
11/19/2024
cash
45.24%
CRWD
50%
EA
4.76%
11/11/2024
cash
33.33%
NVDA
50%
VRSK
16.67%
11/09/2024
cash
30%
ADP
16%
NVDA
50%
TMUS
4%
10/24/2024
cash
33.33%
ADP
16.67%
NVDA
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%
09/16/2024
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%
08/29/2024
cash
30%
ADP
50%
TMUS
20%
08/27/2024
cash
45.24%
ADBE
50%
TMUS
4.76%
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%
07/18/2024
cash
30%
TMUS
20%
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%
06/18/2024
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%
05/25/2024
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%
04/29/2024
cash
45.24%
AZN
4.76%
NVDA
50%
04/11/2024
cash
45.24%
GOOGL
4.76%
NVDA
50%
04/09/2024
cash
45.24%
AMZN
4.76%
META
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%
03/12/2024
cash
45.24%
MAR
4.76%
NVDA
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%
02/15/2024
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%
01/23/2024
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%
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%
11/29/2023
cash
30%
COST
50%
CTAS
20%
11/27/2023
cash
30%
COST
50%
FAST
20%
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%
11/03/2023
cash
45.24%
AMZN
50%
SGEN
4.76%
11/01/2023
cash
45.24%
NFLX
50%
SGEN
4.76%
10/18/2023
cash
30%
COST
50%
VRTX
20%
10/16/2023
cash
45.24%
GOOGL
50%
REGN
4.76%
10/10/2023
cash
45.24%
CEG
4.76%
GOOGL
50%
10/05/2023
cash
33.33%
COST
16.67%
GOOGL
50%
10/02/2023
cash
33.33%
COST
16.67%
GOOGL
50%
09/15/2023
cash
30%
GOOG
20%
VRSK
50%
09/14/2023
cash
30%
AMZN
50%
GOOG
4%
VRSK
16%
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%
08/01/2023
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%
07/04/2023
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%
06/16/2023
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%
05/25/2023
cash
45.24%
MSFT
4.76%
NVDA
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%
04/17/2023
cash
45.24%
NVDA
50%
SGEN
4.76%
04/13/2023
cash
45.24%
GEHC
4.76%
META
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%
03/20/2023
cash
45.24%
AVGO
4.76%
NVDA
50%
03/18/2023
cash
45.24%
ANSS
4.76%
NVDA
50%
03/03/2023
cash
45.24%
CPRT
4.76%
META
50%
02/02/2023
cash
45.24%
BKNG
4.76%
TSLA
50%
01/23/2023
cash
45.24%
AMD
50%
IDXX
4.76%
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%
12/12/2022
cash
45.24%
GILD
4.76%
NFLX
50%
12/08/2022
cash
30%
MDLZ
16%
NFLX
50%
VRTX
4%
12/02/2022
cash
33.33%
AMD
50%
MDLZ
16.67%
11/30/2022
cash
45.24%
NFLX
50%
ROST
4.76%
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%
11/12/2022
cash
45.24%
FANG
4.76%
NFLX
50%
11/10/2022
cash
45.24%
NFLX
50%
ORLY
4.76%
10/29/2022
cash
33.33%
NFLX
50%
PEP
16.67%
10/25/2022
cash
45.24%
AMGN
4.76%
NFLX
50%
09/09/2022
cash
45.24%
AEP
4.76%
TSLA
50%
08/25/2022
cash
33.33%
AAPL
50%
PEP
16.67%
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%
08/04/2022
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%
07/19/2022
cash
45.24%
AZN
4.76%
QCOM
50%
07/15/2022
cash
45.24%
COST
50%
ORLY
4.76%
04/20/2022
cash
30%
ADP
50%
NFLX
20%
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%
03/21/2022
cash
33.33%
AMZN
50%
XEL
16.67%
03/19/2022
cash
30%
AMZN
50%
CEG
4%
XEL
16%
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%
02/23/2022
cash
30%
CSGP
20%
VRSK
50%
02/17/2022
cash
30%
PYPL
20%
XEL
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%
01/20/2022
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%
12/07/2021
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%
11/25/2021
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%
09/17/2021
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%
09/08/2021
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%
08/11/2021
cash
30%
MDLZ
50%
PANW
20%
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%
06/16/2021
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%
05/11/2021
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%
04/21/2021
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%
03/22/2021
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%
02/22/2021
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%
01/05/2021
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%
12/08/2020
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%
11/06/2020
cash
30%
PEP
16%
SGEN
4%
ZM
50%
11/04/2020
cash
30%
DXCM
4%
MDLZ
16%
NVDA
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%
09/11/2020
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%
07/27/2020
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%
07/13/2020
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%
05/08/2020
cash
33.33%
TSLA
50%
XEL
16.67%
05/04/2020
cash
45.24%
LRCX
4.76%
NVDA
50%
04/30/2020
cash
30%
BIIB
4%
MDLZ
16%
NVDA
50%
04/28/2020
cash
30%
BIIB
20%
COST
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%
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%
02/18/2020
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%
02/06/2020
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%
01/23/2020
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%
01/13/2020
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%
11/18/2019
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%
10/21/2019
cash
30%
AAPL
50%
BKR
4%
MDLZ
16%
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%
10/04/2019
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%
08/26/2019
cash
30%
ADP
16%
NVDA
50%
ZS
4%
08/22/2019
cash
30%
MDLZ
16%
NVDA
50%
ZS
4%
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%
08/02/2019
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%
06/27/2019
cash
30%
ADP
50%
CRWD
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%
06/01/2019
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%
05/14/2019
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%
04/23/2019
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%
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%
01/22/2019
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%
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%
10/23/2018
cash
30%
MDLZ
50%
PDD
20%
10/22/2018
cash
30%
EBAY
20%
MDLZ
50%
10/18/2018
cash
30%
MDLZ
50%
ODFL
20%
10/16/2018
cash
30%
ADP
50%
NVDA
20%
10/08/2018
cash
30%
COST
50%
TSLA
20%
10/06/2018
cash
30%
COST
50%
PDD
20%
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%
09/11/2018
cash
30%
ADP
16%
AMD
50%
MU
4%
09/08/2018
cash
30%
MDLZ
50%
TSLA
20%
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%
07/20/2018
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%
06/26/2018
cash
30%
ADP
50%
SBUX
20%
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%
04/27/2018
cash
33.33%
AMZN
50%
PEP
16.67%
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%
03/14/2018
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%
02/10/2018
cash
30%
ALGN
20%
COST
50%
02/08/2018
cash
30%
ADP
50%
ALGN
20%
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%
12/22/2017
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%
12/02/2017
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%
11/16/2017
cash
30%
AMZN
50%
TTD
4%
VRSK
16%
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%
10/23/2017
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%
09/21/2017
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%
08/30/2017
cash
33.33%
AAPL
50%
MDLZ
16.67%
08/29/2017
cash
30%
AAPL
50%
MDLZ
16%
TEAM
4%
08/22/2017
cash
30%
AAPL
50%
ADP
16%
JD
4%
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%
07/21/2017
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%
06/07/2017
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%
03/22/2017
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%
03/01/2017
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%
01/28/2017
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%
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%
11/03/2016
cash
30%
COST
50%
DXCM
20%
11/01/2016
cash
30%
AMGN
20%
COST
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%
10/20/2016
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%
09/08/2016
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%
08/19/2016
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%
07/14/2016
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%
06/02/2016
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%
05/18/2016
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%
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%
04/01/2016
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%
02/27/2016
cash
30%
ENPH
20%
PEP
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%
02/02/2016
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%
01/22/2016
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%
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%
10/20/2015
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%
09/02/2015
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%
08/13/2015
cash
30%
AMD
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%
07/22/2015
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%
06/22/2015
cash
30%
COST
16%
JD
4%
MSFT
50%
06/18/2015
cash
30%
ADP
16%
MSFT
50%
MU
4%
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%
01/17/2015
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%
10/13/2014
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%
09/05/2014
cash
30%
JD
4%
PEP
16%
TSLA
50%
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%
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%
05/02/2014
cash
30%
AAPL
50%
SGEN
4%
XEL
16%
04/30/2014
cash
30%
AAPL
50%
ISRG
4%
PEP
16%
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%
01/02/2014
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%
08/29/2013
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%
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%
01/17/2013
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%
11/02/2012
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%
07/13/2012
cash
30%
AAPL
50%
AMD
4%
PEP
16%
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%
04/12/2012
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%
03/01/2012
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%
02/08/2012
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%
12/23/2011
cash
30%
AAPL
50%
COST
16%
EA
4%
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%
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%
08/20/2011
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%
06/21/2011
cash
30%
NVDA
20%
PEP
50%
06/15/2011
cash
30%
ADP
50%
VRTX
20%
06/13/2011
cash
30%
ADP
50%
SIRI
20%
06/03/2011
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%
05/14/2011
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%
04/16/2011
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%
06/22/2010
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%
05/04/2010
cash
30%
ADP
50%
AMZN
20%
05/03/2010
cash
30%
AAPL
50%
ADP
16%
QCOM
4%
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%
02/08/2010
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%
01/25/2010
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%
10/23/2009
cash
30%
AAPL
50%
COST
16%
MU
4%
10/19/2009
cash
30%
AAPL
50%
COST
16%
TMUS
4%
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%
06/19/2009
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%
03/27/2009
cash
30%
ADP
50%
ISRG
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%
03/11/2009
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%
02/17/2009
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%
01/28/2009
cash
30%
ALGN
20%
COST
50%
01/26/2009
cash
30%
ADP
50%
SIRI
20%
01/24/2009
cash
30%
COST
50%
TMUS
20%
01/13/2009
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%
12/09/2008
cash
30%
PEP
50%
SIRI
20%
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%
11/13/2008
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%
10/06/2008
cash
30%
ADP
50%
SIRI
20%
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%
09/12/2008
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%
08/28/2008
cash
30%
AAPL
50%
MDLZ
16%
MU
4%
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%
03/12/2008
cash
30%
DXCM
20%
MDLZ
50%
03/08/2008
cash
30%
COST
50%
LULU
20%
03/04/2008
cash
30%
ADSK
20%
COST
50%
02/21/2008
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%
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%
11/26/2007
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%
11/15/2007
cash
30%
ADP
50%
MNST
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%
07/24/2007
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%
04/03/2007
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%
01/17/2007
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%
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%
10/13/2006
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%
09/19/2006
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%
04/20/2006
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%
03/15/2006
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%
12/27/2005
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%
10/04/2005
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%
06/02/2005
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%
05/09/2005
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%
03/10/2005
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%
01/11/2005
cash
30%
AMD
20%
MDLZ
50%
01/07/2005
cash
30%
CPRT
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%