Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ IWM - iShares Russell 2000 ETF Add 961.85% 930,838 2.37
☰ TECH - Bio-Techne Corp. Add 113.32% 2,367,126 1.27
☰ Q - Qnity Electronics Inc. Add 81.66% 2,287,247 2.72
☰ VSEC - VSE Corp. Add 59.77% 525,543 1.00
☰ AFRM - Affirm Holdings Inc. Add 53.47% 1,968,261 0.93
☰ FERG - Ferguson Enterprises Inc. Add 40.39% 630,633 1.51
☰ ULS - Ul Solutions Inc Class A Add 28.40% 727,993 0.64
☰ CLH - Clean Harbors Inc. Add 25.90% 216,210 0.64
☰ DASH - DoorDash Inc. Add 19.48% 697,261 1.08
☰ MELI - Mercadolibre Inc. Add 13.94% 42,913 0.76
☰ RKT - Rocket Companies Inc. Add 10.51% 1,835,528 0.27
☰ CVNA - Carvana Co. Add 7.64% 353,480 0.23
☰ MDLN - Medline Inc Cl A Add 5.30% 365,853 0.17
☰ WIX - Wix.com Ltd. Buy 2,041,688 1.89
☰ CRH - CRH plc Buy 1,477,777 1.60
☰ ENTG - Entegris Inc. Buy 971,701 1.17
☰ FN - Fabrinet Buy 216,472 1.16
☰ AIT - Applied Industrial Tech. Buy 296,601 0.81
☰ FLS - Flowserve Corp. Buy 951,798 0.72
☰ ESAB - ESAB Corp. Buy 34,315 0.03
☰ XMTR - Xometry Inc. Buy 55,405 0.02
☰ APG - APi Group Corp. Reduce 1.61% 242,142 0.09
☰ RBC - RBC Bearings Inc. Reduce 2.95% 69,275 0.29
☰ FOUR - Shift4 Payments Inc. CL A Reduce 6.68% 441,176 0.26
☰ WRBY - Warby Parker Inc. Reduce 12.50% 914,092 0.19
☰ YOU - Clear Secure Inc. Reduce 14.15% 489,954 0.16
☰ XPO - XPO Logistics Reduce 25.66% 1,013,166 1.30
☰ RBLX - Roblox Corp. Reduce 44.40% 516,301 0.40
☰ CPNG - Coupang Inc. Reduce 47.38% 11,586,179 2.59
☰ SHOP - Shopify Inc. Reduce 52.44% 1,071,405 1.63
☰ AYI - Acuity Brands Inc. Reduce 56.37% 459,593 1.57
☰ CIGI - Colliers International Group Inc. Reduce 75.40% 2,540,921 3.54
☰ AUR - Aurora Innovation Inc. Reduce 78.05% 5,282,549 0.20
☰ VEEV - Veeva Systems Inc. Sell 100.00% 951,896 2.01
☰ DSGX - Descartes Sys Group Inc Sell 100.00% 1,710,202 1.42
☰ SRAD - Sportradar Group Ag Sell 100.00% 5,956,331 1.34
☰ TWLO - Twilio Inc. Sell 100.00% 962,089 1.29
☰ APP - Applovin Corp. Sell 100.00% 163,405 1.04
☰ BKNG - Booking Holdings Inc. Sell 100.00% 456,850 0.93
☰ CBZ - Cbiz Inc Sell 100.00% 1,631,969 0.78
☰ TOST - Toast Inc. Sell 100.00% 2,299,023 0.77
☰ FSV - Firstservice Corp Sell 100.00% 436,598 0.64
☰ FIG - Figma Inc Cl A Sell 100.00% 1,727,263 0.61
☰ DUOL - Duolingo Inc Sell 100.00% 119,181 0.20
Q4 2025
☰ DASH - DoorDash Inc. Add 114.08% 1,907,086 4.09
☰ MELI - Mercadolibre Inc. Add 75.52% 132,496 2.53
☰ RKT - Rocket Companies Inc. Add 58.95% 6,478,961 1.19
☰ TECH - Bio-Techne Corp. Add 49.64% 692,925 0.38
☰ CLH - Clean Harbors Inc. Add 45.51% 261,097 0.58
☰ FERG - Ferguson Enterprises Inc. Add 43.38% 472,372 1.00
☰ OPCH - Option Care Health Inc. Add 20.98% 1,559,485 0.47
☰ FOUR - Shift4 Payments Inc. CL A Add 17.43% 980,485 0.58
☰ CVNA - Carvana Co. Add 3.65% 162,840 0.13
☰ PRVA - Privia Health Group Inc. Add 3.39% 396,158 0.09
☰ VSEC - VSE Corp. Add 1.64% 14,211 0.02
☰ GSHD - Goosehead Insurance Inc. Add 1.35% 20,783 0.01
☰ APG - APi Group Corp. Add 0.80% 119,200 0.04
☰ MDLN - Medline Inc Cl A Buy 6,900,000 2.74
☰ Q - Qnity Electronics Inc. Buy 2,800,861 2.16
☰ ULS - Ul Solutions Inc Class A Buy 2,563,523 1.91
☰ DSGX - Descartes Sys Group Inc Buy 1,710,202 1.42
☰ SRAD - Sportradar Group Ag Buy 5,956,331 1.34
☰ TWLO - Twilio Inc. Buy 962,089 1.29
☰ ANDG - Andersen Group Inc A Buy 1,670,485 0.41
☰ IWM - iShares Russell 2000 ETF Buy 96,776 0.23
☰ CPNG - Coupang Inc. Reduce 1.53% 380,204 0.09
☰ RBC - RBC Bearings Inc. Reduce 6.99% 176,132 0.51
☰ XPO - XPO Logistics Reduce 8.82% 382,180 0.37
☰ CIGI - Colliers International Group Inc. Reduce 8.90% 329,364 0.38
☰ APP - Applovin Corp. Reduce 13.01% 24,431 0.13
☰ WRBY - Warby Parker Inc. Reduce 16.48% 1,442,002 0.29
☰ VEEV - Veeva Systems Inc. Reduce 24.38% 306,957 0.68
☰ AYI - Acuity Brands Inc. Reduce 40.21% 548,297 1.40
☰ AFRM - Affirm Holdings Inc. Reduce 41.28% 2,587,342 1.40
☰ AUR - Aurora Innovation Inc. Reduce 43.80% 5,275,578 0.21
☰ YOU - Clear Secure Inc. Reduce 45.63% 2,904,818 0.72
☰ SHOP - Shopify Inc. Reduce 55.03% 2,500,616 2.75
☰ CBZ - Cbiz Inc Reduce 58.42% 2,293,098 0.90
☰ TOST - Toast Inc. Reduce 63.86% 4,061,875 1.10
☰ BKNG - Booking Holdings Inc. Reduce 66.97% 926,125 1.48
☰ RBLX - Roblox Corp. Reduce 67.06% 2,367,252 2.43
☰ FIG - Figma Inc Cl A Reduce 67.83% 3,642,117 1.40
☰ FSV - Firstservice Corp Reduce 80.30% 1,780,122 2.18
☰ DUOL - Duolingo Inc Reduce 86.38% 755,738 1.81
☰ ENTG - Entegris Inc. Sell 100.00% 3,765,035 2.58
☰ FLUT - Flutter Entertainment Plc Sell 100.00% 1,243,988 2.34
☰ WST - West Pharmaceutical Services, Inc. Sell 100.00% 1,172,583 2.28
☰ INTU - Intuit Inc. Sell 100.00% 437,256 2.21
☰ ESAB - ESAB Corp. Sell 100.00% 1,945,854 1.61
☰ WIX - Wix.com Ltd. Sell 100.00% 1,031,844 1.36
☰ HUBS - Hubspot Inc Sell 100.00% 326,711 1.13
☰ FND - Floor & Decor Holdings Sell 100.00% 1,645,369 0.90
☰ MASI - Masimo Corp Sell 100.00% 620,619 0.68
☰ RH - Rh Sell 100.00% 221,434 0.33
☰ BIRK - Birkenstock Holding Plc Sell 100.00% 886,660 0.30
☰ XMTR - Xometry Inc. Sell 100.00% 669,274 0.27
☰ ROP - Roper Technologies Inc. Sell 100.00% 56,448 0.21
☰ OM - Outset Med Inc Sell 100.00% 1,023,706 0.11
☰ VIA - Via Transn Inc Sell 100.00% 200,000 0.07
☰ SG - Sweetgreen Inc Sell 100.00% 663,890 0.04
Q3 2025
☰ FLUT - Flutter Entertainment Plc Add 274.15% 911,507 1.71
☰ GSHD - Goosehead Insurance Inc. Add 126.52% 861,374 0.47
☰ DASH - DoorDash Inc. Add 62.83% 645,010 1.30
☰ BKNG - Booking Holdings Inc. Add 48.28% 450,325 0.72
☰ ESAB - ESAB Corp. Add 40.48% 560,678 0.46
☰ APG - APi Group Corp. Add 40.24% 4,274,610 1.09
☰ VEEV - Veeva Systems Inc. Add 28.85% 281,872 0.62
☰ ENTG - Entegris Inc. Add 23.20% 709,121 0.49
☰ XPO - XPO Logistics Add 20.48% 736,224 0.71
☰ MELI - Mercadolibre Inc. Add 18.55% 27,452 0.48
☰ FND - Floor & Decor Holdings Add 17.66% 246,991 0.14
☰ FSV - Firstservice Corp Add 12.89% 253,155 0.31
☰ WST - West Pharmaceutical Services, Inc. Add 12.68% 131,935 0.26
☰ AYI - Acuity Brands Inc. Add 9.10% 113,720 0.29
☰ CIGI - Colliers International Group Inc. Add 2.03% 73,623 0.09
☰ PRVA - Privia Health Group Inc. Add 1.77% 203,842 0.04
☰ CPNG - Coupang Inc. Add 0.36% 89,207 0.02
☰ FIG - Figma Inc Cl A Buy 5,369,380 2.06
☰ FERG - Ferguson Enterprises Inc. Buy 1,088,970 1.81
☰ RKT - Rocket Companies Inc. Buy 10,991,236 1.58
☰ CBZ - Cbiz Inc Buy 3,925,067 1.54
☰ WIX - Wix.com Ltd. Buy 1,031,844 1.36
☰ CLH - Clean Harbors Inc. Buy 573,666 0.99
☰ TECH - Bio-Techne Corp. Buy 1,395,966 0.58
☰ BIRK - Birkenstock Holding Plc Buy 886,660 0.30
☰ XMTR - Xometry Inc. Buy 669,274 0.27
☰ VIA - Via Transn Inc Buy 200,000 0.07
☰ WRBY - Warby Parker Inc. Reduce 8.81% 845,201 0.14
☰ OPCH - Option Care Health Inc. Reduce 9.78% 805,808 0.20
☰ YOU - Clear Secure Inc. Reduce 15.01% 1,123,984 0.24
☰ AFRM - Affirm Holdings Inc. Reduce 15.17% 1,120,822 0.59
☰ FOUR - Shift4 Payments Inc. CL A Reduce 15.59% 1,038,959 0.78
☰ DUOL - Duolingo Inc Reduce 18.49% 198,437 0.62
☰ RBLX - Roblox Corp. Reduce 23.07% 1,058,746 0.84
☰ TOST - Toast Inc. Reduce 37.92% 3,884,826 1.30
☰ OM - Outset Med Inc Reduce 38.22% 633,420 0.09
☰ AUR - Aurora Innovation Inc. Reduce 40.97% 8,360,075 0.33
☰ INTU - Intuit Inc. Reduce 44.11% 345,036 2.06
☰ HUBS - Hubspot Inc Reduce 45.60% 273,828 1.15
☰ MASI - Masimo Corp Reduce 46.68% 543,279 0.69
☰ RH - Rh Reduce 65.73% 424,663 0.60
☰ SG - Sweetgreen Inc Reduce 68.95% 1,474,106 0.17
☰ ROP - Roper Technologies Inc. Reduce 82.88% 273,261 1.18
☰ IWM - iShares Russell 2000 ETF Sell 100.00% 2,596,668 4.24
☰ DSGX - Descartes Sys Group Inc Sell 100.00% 2,253,704 1.73
☰ MOH - Molina Healthcare Inc. Sell 100.00% 535,967 1.21
☰ EVH - Evolent Health Inc. Sell 100.00% 6,423,293 0.55
☰ MNDY - monday.com Ltd. Sell 100.00% 189,684 0.45
☰ PTC - Ptc Inc Sell 100.00% 278,710 0.36
Q2 2025
☰ MELI - Mercadolibre Inc. Add 155.33% 90,026 1.78
☰ YOU - Clear Secure Inc. Add 153.12% 4,531,161 0.95
☰ OPCH - Option Care Health Inc. Add 134.25% 4,720,988 1.16
☰ RH - Rh Add 125.12% 359,101 0.51
☰ IWM - iShares Russell 2000 ETF Add 105.54% 1,333,316 2.18
☰ XPO - XPO Logistics Add 79.28% 1,589,759 1.52
☰ FLUT - Flutter Entertainment Plc Add 57.56% 121,465 0.26
☰ ESAB - ESAB Corp. Add 41.47% 406,057 0.37
☰ AUR - Aurora Innovation Inc. Add 36.74% 5,481,969 0.22
☰ RBLX - Roblox Corp. Add 32.37% 1,122,153 0.90
☰ CIGI - Colliers International Group Inc. Add 21.96% 652,744 0.64
☰ APG - APi Group Corp. Add 19.22% 1,712,397 0.66
☰ PTC - Ptc Inc Add 18.57% 43,645 0.06
☰ AYI - Acuity Brands Inc. Add 13.78% 151,414 0.34
☰ FOUR - Shift4 Payments Inc. CL A Add 12.60% 745,650 0.56
☰ AFRM - Affirm Holdings Inc. Add 12.28% 808,455 0.42
☰ INTU - Intuit Inc. Add 12.15% 84,725 0.51
☰ CPNG - Coupang Inc. Add 7.54% 1,734,980 0.39
☰ SHOP - Shopify Inc. Add 6.27% 268,016 0.23
☰ ENTG - Entegris Inc. Add 4.86% 141,497 0.09
☰ MASI - Masimo Corp Add 3.40% 38,279 0.05
☰ MNDY - monday.com Ltd. Add 1.81% 3,372 0.01
☰ VEEV - Veeva Systems Inc. Buy 976,981 2.13
☰ FND - Floor & Decor Holdings Buy 1,398,378 0.80
☰ EVH - Evolent Health Inc. Buy 6,423,293 0.55
☰ GSHD - Goosehead Insurance Inc. Buy 680,812 0.54
☰ MOH - Molina Healthcare Inc. Reduce 1.04% 5,638 0.02
☰ RBC - RBC Bearings Inc. Reduce 4.19% 110,303 0.32
☰ OM - Outset Med Inc Reduce 4.77% 83,090 0.01
☰ TOST - Toast Inc. Reduce 5.45% 590,970 0.18
☰ WRBY - Warby Parker Inc. Reduce 6.02% 614,575 0.10
☰ FSV - Firstservice Corp Reduce 8.96% 193,148 0.29
☰ DSGX - Descartes Sys Group Inc Reduce 20.05% 565,053 0.51
☰ HUBS - Hubspot Inc Reduce 29.14% 246,924 1.26
☰ WST - West Pharmaceutical Services, Inc. Reduce 33.85% 532,471 1.07
☰ DUOL - Duolingo Inc Reduce 36.65% 620,927 1.72
☰ ROP - Roper Technologies Inc. Reduce 41.62% 235,090 1.24
☰ APP - Applovin Corp. Reduce 44.02% 147,722 0.35
☰ SG - Sweetgreen Inc Reduce 52.75% 2,387,113 0.53
☰ CVNA - Carvana Co. Reduce 53.83% 5,202,475 1.94
☰ BKNG - Booking Holdings Inc. Reduce 59.84% 1,389,425 2.29
☰ IDXX - IDEXX Laboratories Sell 100.00% 364,757 1.37
☰ FERG - Ferguson Enterprises Inc. Sell 100.00% 730,754 1.05
☰ ONON - On Holding AG Sell 100.00% 2,265,569 0.89
☰ WIX - Wix.com Ltd. Sell 100.00% 580,808 0.85
☰ BFAM - Bright Horizons Family Solutions Inc. Sell 100.00% 568,078 0.64
☰ ALHC - Alignment Healthcare Inc Sell 100.00% 3,589,745 0.60
☰ PCOR - Procore Technologies Inc. Sell 100.00% 825,120 0.49
☰ TTAN - Servicetitan Inc Sell 100.00% 516,403 0.44
☰ KRMN - Karman Holdings Inc Sell 100.00% 575,000 0.17
☰ BIRK - Birkenstock Holding Plc Sell 100.00% 326,630 0.13
☰ CHWY - Chewy, Inc. Sell 100.00% 351,266 0.10
Q1 2025
☰ DASH - DoorDash Inc. Add 351.17% 799,096 1.31
☰ XPO - XPO Logistics Add 246.40% 1,426,394 1.37
☰ WST - West Pharmaceutical Services, Inc. Add 146.80% 935,721 1.87
☰ PCOR - Procore Technologies Inc. Add 83.32% 375,020 0.22
☰ APG - APi Group Corp. Add 77.96% 3,903,632 1.25
☰ IWM - iShares Russell 2000 ETF Add 46.90% 403,325 0.72
☰ ENTG - Entegris Inc. Add 43.34% 881,198 0.69
☰ VSEC - VSE Corp. Add 41.90% 255,434 0.27
☰ WIX - Wix.com Ltd. Add 38.71% 162,075 0.24
☰ SG - Sweetgreen Inc Add 29.48% 1,030,176 0.23
☰ AUR - Aurora Innovation Inc. Add 16.97% 2,165,114 0.13
☰ FOUR - Shift4 Payments Inc. CL A Add 15.38% 788,952 0.58
☰ WRBY - Warby Parker Inc. Add 13.25% 1,194,558 0.19
☰ MOH - Molina Healthcare Inc. Add 13.14% 62,899 0.18
☰ CIGI - Colliers International Group Inc. Add 12.42% 328,430 0.36
☰ AFRM - Affirm Holdings Inc. Add 12.33% 722,599 0.29
☰ SHOP - Shopify Inc. Add 8.24% 325,471 0.28
☰ AYI - Acuity Brands Inc. Add 0.92% 10,008 0.02
☰ MASI - Masimo Corp Buy 1,125,619 1.68
☰ IDXX - IDEXX Laboratories Buy 364,757 1.37
☰ OPCH - Option Care Health Inc. Buy 3,516,589 1.10
☰ FERG - Ferguson Enterprises Inc. Buy 730,754 1.05
☰ ESAB - ESAB Corp. Buy 979,119 1.02
☰ MELI - Mercadolibre Inc. Buy 57,958 1.01
☰ APP - Applovin Corp. Buy 335,558 0.79
☰ YOU - Clear Secure Inc. Buy 2,959,190 0.69
☰ FLUT - Flutter Entertainment Plc Buy 211,016 0.42
☰ KRMN - Karman Holdings Inc Buy 575,000 0.17
☰ OM - Outset Med Inc Buy 1,740,216 0.17
☰ BKNG - Booking Holdings Inc. Reduce 1.50% 35,325 0.06
☰ DSGX - Descartes Sys Group Inc Reduce 3.32% 96,807 0.09
☰ CVNA - Carvana Co. Reduce 10.85% 1,176,300 0.39
☰ ROP - Roper Technologies Inc. Reduce 11.98% 76,845 0.33
☰ HUBS - Hubspot Inc Reduce 12.21% 117,861 0.67
☰ FSV - Firstservice Corp Reduce 16.22% 417,555 0.62
☰ INTU - Intuit Inc. Reduce 17.01% 142,966 0.73
☰ RBLX - Roblox Corp. Reduce 18.65% 794,754 0.37
☰ CPNG - Coupang Inc. Reduce 19.65% 5,627,285 1.01
☰ ALHC - Alignment Healthcare Inc Reduce 21.73% 996,365 0.09
☰ DUOL - Duolingo Inc Reduce 26.95% 625,011 1.65
☰ TOST - Toast Inc. Reduce 29.83% 4,607,464 1.37
☰ TTAN - Servicetitan Inc Reduce 30.35% 225,000 0.19
☰ PTC - Ptc Inc Reduce 46.68% 205,777 0.31
☰ RH - Rh Reduce 53.48% 329,935 1.06
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 56.53% 738,636 0.67
☰ ONON - On Holding AG Reduce 58.67% 3,215,733 1.44
☰ MNDY - monday.com Ltd. Reduce 60.16% 281,290 0.54
☰ BIRK - Birkenstock Holding Plc Reduce 83.35% 1,635,454 0.76
☰ CHWY - Chewy, Inc. Reduce 85.12% 2,009,151 0.54
☰ TEAM - Atlassian Corporation Sell 100.00% 1,575,546 3.13
☰ ODFL - Old Dominion Freight Line Sell 100.00% 996,514 1.43
☰ DOCS - Doximity Inc. Sell 100.00% 2,889,675 1.26
☰ CPRT - Copart Inc. Sell 100.00% 2,143,957 1.00
☰ AVTR - Avantor Inc. Sell 100.00% 4,809,948 0.83
☰ LFST - Lifestance Health Group Inc Sell 100.00% 9,508,826 0.57
Q4 2024
☰ TEAM - Atlassian Corporation Add 499.69% 1,312,820 2.61
☰ APG - APi Group Corp. Add 199.84% 3,337,468 0.98
☰ AYI - Acuity Brands Inc. Add 158.90% 668,048 1.59
☰ AFRM - Affirm Holdings Inc. Add 97.28% 2,888,827 1.43
☰ SHOP - Shopify Inc. Add 86.86% 1,836,294 1.59
☰ VSEC - VSE Corp. Add 55.45% 217,439 0.17
☰ ENTG - Entegris Inc. Add 16.52% 288,213 0.23
☰ CPNG - Coupang Inc. Add 13.56% 3,420,133 0.61
☰ WRBY - Warby Parker Inc. Add 10.28% 840,797 0.17
☰ AUR - Aurora Innovation Inc. Add 8.38% 986,475 0.05
☰ CVNA - Carvana Co. Add 6.34% 646,230 0.21
☰ CIGI - Colliers International Group Inc. Add 4.04% 102,586 0.11
☰ PRVA - Privia Health Group Inc. Add 3.40% 378,255 0.06
☰ RBC - RBC Bearings Inc. Add 1.87% 48,287 0.12
☰ RBLX - Roblox Corp. Buy 4,261,329 2.01
☰ WIX - Wix.com Ltd. Buy 418,733 0.73
☰ CHWY - Chewy, Inc. Buy 2,360,417 0.64
☰ TTAN - Servicetitan Inc Buy 741,403 0.62
☰ XPO - XPO Logistics Buy 578,903 0.62
☰ DASH - DoorDash Inc. Buy 227,553 0.31
☰ PCOR - Procore Technologies Inc. Buy 450,100 0.28
☰ ONON - On Holding AG Reduce 2.44% 137,020 0.05
☰ TOST - Toast Inc. Reduce 5.04% 819,737 0.17
☰ HUBS - Hubspot Inc Reduce 5.37% 54,733 0.21
☰ RH - Rh Reduce 7.50% 50,005 0.12
☰ LFST - Lifestance Health Group Inc Reduce 8.93% 932,242 0.05
☰ SG - Sweetgreen Inc Reduce 12.73% 509,973 0.13
☰ DSGX - Descartes Sys Group Inc Reduce 15.63% 540,323 0.41
☰ FOUR - Shift4 Payments Inc. CL A Reduce 15.90% 970,122 0.63
☰ ALHC - Alignment Healthcare Inc Reduce 16.26% 890,718 0.08
☰ ODFL - Old Dominion Freight Line Reduce 17.17% 206,606 0.30
☰ BKNG - Booking Holdings Inc. Reduce 22.97% 702,775 0.87
☰ DUOL - Duolingo Inc Reduce 23.45% 710,481 1.47
☰ FSV - Firstservice Corp Reduce 23.87% 806,968 1.08
☰ IWM - iShares Russell 2000 ETF Reduce 27.23% 321,884 0.52
☰ BIRK - Birkenstock Holding Plc Reduce 33.49% 988,008 0.36
☰ PTC - Ptc Inc Reduce 34.62% 233,399 0.31
☰ AVTR - Avantor Inc. Reduce 39.82% 3,182,150 0.60
☰ INTU - Intuit Inc. Reduce 40.35% 568,624 2.58
☰ WST - West Pharmaceutical Services, Inc. Reduce 41.30% 448,521 0.98
☰ ROP - Roper Technologies Inc. Reduce 43.09% 485,764 1.98
☰ CPRT - Copart Inc. Reduce 49.30% 2,084,403 0.80
☰ MOH - Molina Healthcare Inc. Reduce 54.37% 570,456 1.44
☰ MNDY - monday.com Ltd. Reduce 57.07% 621,678 1.26
☰ DOCS - Doximity Inc. Reduce 63.06% 4,933,734 1.57
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 69.63% 2,996,527 3.07
☰ VEEV - Veeva Systems Inc. Sell 100.00% 1,244,664 1.91
☰ SSNC - SS&C Technologies Holdings Inc. Sell 100.00% 3,263,508 1.77
☰ ACHC - Acadia Healthcare Co. Sell 100.00% 2,255,059 1.05
☰ TTC - Toro Co. Sell 100.00% 1,348,433 0.86
☰ MSCI - MSCI Inc. Sell 100.00% 180,610 0.77
☰ FND - Floor & Decor Holdings Sell 100.00% 724,851 0.66
☰ OPCH - Option Care Health Inc. Sell 100.00% 2,396,385 0.55
☰ YOU - Clear Secure Inc. Sell 100.00% 1,326,241 0.32
☰ OS - Onestream Inc Sell 100.00% 500,000 0.12
Q3 2024
☰ CVNA - Carvana Co. Add 142.70% 5,994,275 1.53
☰ MOH - Molina Healthcare Inc. Add 61.08% 397,835 1.00
☰ ENTG - Entegris Inc. Add 44.29% 535,605 0.44
☰ ALHC - Alignment Healthcare Inc Add 37.58% 1,495,879 0.13
☰ AVTR - Avantor Inc. Add 32.37% 1,954,253 0.37
☰ VSEC - VSE Corp. Add 28.21% 86,284 0.05
☰ MNDY - monday.com Ltd. Add 26.69% 229,467 0.47
☰ DOCS - Doximity Inc. Add 25.82% 1,605,342 0.51
☰ HUBS - Hubspot Inc Add 24.53% 200,951 0.78
☰ FOUR - Shift4 Payments Inc. CL A Add 22.78% 1,132,008 0.73
☰ PRVA - Privia Health Group Inc. Add 22.21% 2,018,679 0.27
☰ WRBY - Warby Parker Inc. Add 19.34% 1,325,061 0.16
☰ CIGI - Colliers International Group Inc. Add 18.90% 404,036 0.45
☰ ODFL - Old Dominion Freight Line Add 13.41% 142,304 0.21
☰ CPNG - Coupang Inc. Add 11.93% 2,688,245 0.48
☰ RBC - RBC Bearings Inc. Add 7.96% 190,483 0.42
☰ VEEV - Veeva Systems Inc. Add 5.74% 67,569 0.10
☰ WST - West Pharmaceutical Services, Inc. Add 4.36% 45,395 0.10
☰ DUOL - Duolingo Inc Add 2.93% 86,153 0.18
☰ ACHC - Acadia Healthcare Co. Add 1.68% 37,268 0.02
☰ ONON - On Holding AG Buy 5,618,322 2.06
☰ IWM - iShares Russell 2000 ETF Buy 1,181,911 1.91
☰ SG - Sweetgreen Inc Buy 4,004,906 1.04
☰ AFRM - Affirm Holdings Inc. Buy 2,969,456 0.89
☰ AYI - Acuity Brands Inc. Buy 420,429 0.85
☰ FND - Floor & Decor Holdings Buy 724,851 0.66
☰ OPCH - Option Care Health Inc. Buy 2,396,385 0.55
☰ APG - APi Group Corp. Buy 1,670,071 0.40
☰ OS - Onestream Inc Buy 500,000 0.12
☰ INTU - Intuit Inc. Reduce 0.49% 6,944 0.04
☰ FSV - Firstservice Corp Reduce 4.35% 153,633 0.19
☰ PTC - Ptc Inc Reduce 5.08% 36,075 0.05
☰ BIRK - Birkenstock Holding Plc Reduce 5.56% 173,548 0.08
☰ BKNG - Booking Holdings Inc. Reduce 6.20% 202,250 0.26
☰ TOST - Toast Inc. Reduce 10.51% 1,910,251 0.40
☰ ROP - Roper Technologies Inc. Reduce 11.14% 141,389 0.65
☰ YOU - Clear Secure Inc. Reduce 12.19% 184,075 0.03
☰ SSNC - SS&C Technologies Holdings Inc. Reduce 12.22% 454,184 0.23
☰ CPRT - Copart Inc. Reduce 12.95% 628,765 0.28
☰ AUR - Aurora Innovation Inc. Reduce 13.49% 1,835,358 0.04
☰ LFST - Lifestance Health Group Inc Reduce 15.76% 1,954,017 0.08
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 21.04% 1,146,778 1.04
☰ SHOP - Shopify Inc. Reduce 24.36% 680,748 0.37
☰ RH - Rh Reduce 24.64% 218,112 0.44
☰ TTC - Toro Co. Reduce 28.22% 530,082 0.41
☰ MSCI - MSCI Inc. Reduce 42.95% 135,989 0.54
☰ TEAM - Atlassian Corporation Reduce 81.09% 1,126,977 1.64
☰ CHE - Chemed Corp New Sell 100.00% 550,204 2.45
☰ JBHT - J.B. Hunt Transport Services, Inc. Sell 100.00% 1,096,496 1.44
☰ ROL - Rollins Inc. Sell 100.00% 3,415,400 1.37
☰ DDOG - Datadog Inc Sell 100.00% 858,880 0.91
☰ IR - Ingersoll Rand Inc. Sell 100.00% 1,201,176 0.90
☰ GGG - Graco Inc. Sell 100.00% 1,182,481 0.77
☰ WCN - Waste Connections Sell 100.00% 411,641 0.59
☰ SAIA - Saia Inc. Sell 100.00% 145,447 0.57
☰ SGRY - Surgery Partners Inc Sell 100.00% 2,881,227 0.56
☰ GSHD - Goosehead Insurance Inc. Sell 100.00% 38,256 0.02
Q2 2024
☰ ODFL - Old Dominion Freight Line Add 605.74% 910,504 1.32
☰ SHOP - Shopify Inc. Add 153.78% 1,693,546 0.92
☰ TTC - Toro Co. Add 144.46% 1,110,095 0.85
☰ CPNG - Coupang Inc. Add 143.16% 13,263,264 2.28
☰ ENTG - Entegris Inc. Add 65.92% 480,508 0.53
☰ WRBY - Warby Parker Inc. Add 64.97% 2,698,593 0.35
☰ ACHC - Acadia Healthcare Co. Add 58.83% 821,424 0.46
☰ DOCS - Doximity Inc. Add 39.59% 1,763,589 0.41
☰ RH - Rh Add 36.73% 237,752 0.48
☰ VEEV - Veeva Systems Inc. Add 25.05% 235,833 0.35
☰ LFST - Lifestance Health Group Inc Add 19.70% 2,040,123 0.08
☰ FSV - Firstservice Corp Add 16.42% 498,435 0.62
☰ TOST - Toast Inc. Add 13.99% 2,230,215 0.47
☰ CPRT - Copart Inc. Add 11.02% 482,024 0.21
☰ BFAM - Bright Horizons Family Solutions Inc. Add 9.10% 454,440 0.41
☰ ROP - Roper Technologies Inc. Add 6.19% 73,962 0.34
☰ CIGI - Colliers International Group Inc. Add 5.86% 118,415 0.11
☰ SAIA - Saia Inc. Add 5.64% 7,766 0.03
☰ FOUR - Shift4 Payments Inc. CL A Add 4.20% 200,148 0.12
☰ BKNG - Booking Holdings Inc. Add 3.79% 119,200 0.15
☰ RBC - RBC Bearings Inc. Add 1.98% 46,376 0.10
☰ WST - West Pharmaceutical Services, Inc. Add 0.92% 9,471 0.03
☰ MNDY - monday.com Ltd. Buy 859,813 1.70
☰ CVNA - Carvana Co. Buy 4,200,655 0.89
☰ ALHC - Alignment Healthcare Inc Buy 3,980,949 0.26
☰ VSEC - VSE Corp. Buy 305,860 0.22
☰ ROL - Rollins Inc. Reduce 0.70% 24,034 0.01
☰ INTU - Intuit Inc. Reduce 0.71% 10,163 0.05
☰ CHE - Chemed Corp New Reduce 3.51% 20,015 0.10
☰ DSGX - Descartes Sys Group Inc Reduce 4.92% 178,950 0.13
☰ DUOL - Duolingo Inc Reduce 5.20% 161,526 0.28
☰ PTC - Ptc Inc Reduce 9.26% 72,457 0.11
☰ DDOG - Datadog Inc Reduce 13.86% 138,199 0.13
☰ GGG - Graco Inc. Reduce 19.48% 286,112 0.21
☰ IR - Ingersoll Rand Inc. Reduce 20.32% 306,386 0.23
☰ SSNC - SS&C Technologies Holdings Inc. Reduce 21.59% 1,023,791 0.51
☰ BIRK - Birkenstock Holding Plc Reduce 22.90% 927,561 0.34
☰ HUBS - Hubspot Inc Reduce 24.95% 272,256 1.32
☰ MOH - Molina Healthcare Inc. Reduce 25.01% 217,173 0.69
☰ AVTR - Avantor Inc. Reduce 28.96% 2,461,507 0.49
☰ AUR - Aurora Innovation Inc. Reduce 31.87% 6,364,876 0.14
☰ TEAM - Atlassian Corporation Reduce 33.30% 693,911 1.05
☰ SGRY - Surgery Partners Inc Reduce 39.78% 1,903,236 0.44
☰ MSCI - MSCI Inc. Reduce 43.37% 242,478 1.05
☰ WCN - Waste Connections Reduce 47.91% 378,601 0.50
☰ YOU - Clear Secure Inc. Reduce 56.14% 1,933,318 0.32
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 65.97% 2,126,005 3.29
☰ GSHD - Goosehead Insurance Inc. Reduce 80.78% 160,802 0.08
☰ PCTY - Paylocity Hldg Corp Sell 100.00% 717,243 0.96
☰ TDY - Teledyne Technologies Sell 100.00% 219,630 0.73
☰ IT - Gartner Inc. Sell 100.00% 148,882 0.55
☰ DASH - DoorDash Inc. Sell 100.00% 290,644 0.31
☰ PPLI - People Inc. Sell 100.00% 601,567 0.25
☰ IWM - iShares Russell 2000 ETF Sell 100.00% 66,096 0.11
☰ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 14,306 0.06
Q1 2024
☰ DOCS - Doximity Inc. Add 124.23% 2,467,875 0.52
☰ ENTG - Entegris Inc. Add 85.68% 336,338 0.36
☰ DDOG - Datadog Inc Add 83.74% 454,420 0.44
☰ SHOP - Shopify Inc. Add 76.16% 476,113 0.29
☰ CPRT - Copart Inc. Add 55.04% 1,553,145 0.70
☰ CIGI - Colliers International Group Inc. Add 53.45% 703,362 0.67
☰ ODFL - Old Dominion Freight Line Add 40.47% 43,309 0.07
☰ LFST - Lifestance Health Group Inc Add 36.29% 2,757,443 0.13
☰ SSNC - SS&C Technologies Holdings Inc. Add 32.60% 1,165,688 0.58
☰ TOST - Toast Inc. Add 17.38% 2,361,000 0.46
☰ CHE - Chemed Corp New Add 12.82% 64,792 0.32
☰ GGG - Graco Inc. Add 10.56% 140,294 0.10
☰ PTC - Ptc Inc Add 10.36% 73,454 0.11
☰ ROL - Rollins Inc. Add 10.09% 315,145 0.11
☰ RH - Rh Add 7.32% 44,160 0.12
☰ FSV - Firstservice Corp Add 6.33% 180,639 0.23
☰ VEEV - Veeva Systems Inc. Add 0.49% 4,612 0.01
☰ AVTR - Avantor Inc. Buy 8,499,352 1.68
☰ CPNG - Coupang Inc. Buy 9,264,645 1.28
☰ PCTY - Paylocity Hldg Corp Buy 717,243 0.96
☰ INTU - Intuit Inc. Reduce 0.70% 10,107 0.05
☰ DUOL - Duolingo Inc Reduce 2.82% 90,254 0.16
☰ HUBS - Hubspot Inc Reduce 3.00% 33,751 0.16
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 3.02% 100,412 0.16
☰ MSCI - MSCI Inc. Reduce 4.18% 24,361 0.11
☰ ROP - Roper Technologies Inc. Reduce 4.85% 60,846 0.26
☰ DSGX - Descartes Sys Group Inc Reduce 5.68% 219,038 0.15
☰ RBC - RBC Bearings Inc. Reduce 5.91% 147,413 0.33
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 5.97% 317,028 0.24
☰ TEAM - Atlassian Corporation Reduce 6.96% 155,748 0.29
☰ BKNG - Booking Holdings Inc. Reduce 7.27% 246,375 0.28
☰ SAIA - Saia Inc. Reduce 7.92% 11,846 0.04
☰ WST - West Pharmaceutical Services, Inc. Reduce 9.46% 107,677 0.30
☰ DASH - DoorDash Inc. Reduce 10.14% 32,790 0.03
☰ SGRY - Surgery Partners Inc Reduce 12.65% 692,840 0.18
☰ BIRK - Birkenstock Holding Plc Reduce 13.04% 607,454 0.23
☰ ACHC - Acadia Healthcare Co. Reduce 19.44% 336,936 0.21
☰ IR - Ingersoll Rand Inc. Reduce 22.04% 426,270 0.26
☰ WCN - Waste Connections Reduce 25.96% 277,117 0.33
☰ MOH - Molina Healthcare Inc. Reduce 26.90% 319,643 0.91
☰ GSHD - Goosehead Insurance Inc. Reduce 32.50% 95,855 0.06
☰ WRBY - Warby Parker Inc. Reduce 35.23% 2,258,841 0.25
☰ TTC - Toro Co. Reduce 36.92% 449,742 0.34
☰ YOU - Clear Secure Inc. Reduce 47.13% 3,070,316 0.50
☰ IT - Gartner Inc. Reduce 51.34% 157,063 0.56
☰ PPLI - People Inc. Reduce 52.41% 662,516 0.27
☰ TDY - Teledyne Technologies Reduce 61.69% 353,725 1.25
☰ IWM - iShares Russell 2000 ETF Reduce 90.89% 659,756 1.05
☰ SPY - SPDR S&P 500 ETF Trust Reduce 91.33% 150,746 0.57
☰ GWRE - Guidewire Software Inc. Sell 100.00% 630,256 0.54
☰ CWAN - Clearwater Analytics Hldgs I Sell 100.00% 796,686 0.13
Q4 2023
☰ LFST - Lifestance Health Group Inc Add 426.07% 6,153,312 0.38
☰ AUR - Aurora Innovation Inc. Add 247.38% 14,221,947 0.49
☰ ENTG - Entegris Inc. Add 165.86% 244,898 0.23
☰ IWM - iShares Russell 2000 ETF Add 162.31% 449,134 0.71
☰ SAIA - Saia Inc. Add 99.13% 74,436 0.26
☰ SSNC - SS&C Technologies Holdings Inc. Add 60.88% 1,353,204 0.65
☰ PPLI - People Inc. Add 42.44% 376,645 0.15
☰ ODFL - Old Dominion Freight Line Add 34.65% 27,534 0.09
☰ TEAM - Atlassian Corporation Add 30.56% 524,133 0.99
☰ CIGI - Colliers International Group Inc. Add 26.45% 275,252 0.28
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 20.30% 560,627 0.89
☰ BFAM - Bright Horizons Family Solutions Inc. Add 19.67% 873,091 0.65
☰ RH - Rh Add 14.85% 77,972 0.18
☰ ACHC - Acadia Healthcare Co. Add 14.71% 222,236 0.14
☰ FOUR - Shift4 Payments Inc. CL A Add 14.43% 601,419 0.35
☰ DSGX - Descartes Sys Group Inc Add 9.15% 323,069 0.21
☰ RBC - RBC Bearings Inc. Add 8.51% 195,634 0.44
☰ HUBS - Hubspot Inc Add 7.66% 80,081 0.37
☰ TOST - Toast Inc. Add 6.46% 824,361 0.12
☰ VEEV - Veeva Systems Inc. Add 5.28% 46,952 0.07
☰ CHE - Chemed Corp New Add 4.63% 22,359 0.10
☰ SGRY - Surgery Partners Inc Add 1.94% 104,115 0.03
☰ ROL - Rollins Inc. Add 1.88% 57,701 0.02
☰ INTU - Intuit Inc. Add 1.59% 22,455 0.11
☰ TDY - Teledyne Technologies Add 0.33% 1,912 0.01
☰ BIRK - Birkenstock Holding Plc Buy 4,658,655 1.80
☰ PTC - Ptc Inc Buy 709,319 0.98
☰ GGG - Graco Inc. Buy 1,328,299 0.91
☰ SPY - SPDR S&P 500 ETF Trust Buy 165,052 0.62
☰ GWRE - Guidewire Software Inc. Buy 630,256 0.54
☰ DOCS - Doximity Inc. Buy 1,986,603 0.44
☰ SHOP - Shopify Inc. Buy 625,143 0.39
☰ DASH - DoorDash Inc. Buy 323,434 0.25
☰ FSV - Firstservice Corp Reduce 5.09% 153,073 0.21
☰ WST - West Pharmaceutical Services, Inc. Reduce 5.27% 63,339 0.22
☰ BKNG - Booking Holdings Inc. Reduce 6.57% 238,250 0.27
☰ DUOL - Duolingo Inc Reduce 16.88% 648,895 0.99
☰ DDOG - Datadog Inc Reduce 20.74% 141,982 0.12
☰ YOU - Clear Secure Inc. Reduce 21.87% 1,823,127 0.32
☰ IT - Gartner Inc. Reduce 22.91% 90,923 0.29
☰ MOH - Molina Healthcare Inc. Reduce 24.13% 377,896 1.14
☰ ROP - Roper Technologies Inc. Reduce 25.44% 428,461 1.91
☰ WRBY - Warby Parker Inc. Reduce 33.50% 3,229,718 0.39
☰ TTC - Toro Co. Reduce 39.24% 786,625 0.60
☰ WCN - Waste Connections Reduce 51.60% 1,138,069 1.41
☰ GSHD - Goosehead Insurance Inc. Reduce 61.56% 472,347 0.33
☰ CWAN - Clearwater Analytics Hldgs I Reduce 87.46% 5,555,463 0.99
☰ XP - XP Inc. Sell 100.00% 5,075,082 1.08
☰ HUM - Humana Inc. Sell 100.00% 155,393 0.70
☰ ENOV - Enovis Corp. Sell 100.00% 822,883 0.40
☰ KWR - Quaker Chemical Sell 100.00% 234,807 0.35
☰ PCTY - Paylocity Hldg Corp Sell 100.00% 152,342 0.26
☰ BSY - Bentley Systems Inc Class B Sell 100.00% 451,504 0.21
☰ FTCHQ - Farfetch Ltd Sell 100.00% 2,323,620 0.04
☰ CAVA - Cava Group Inc Sell 100.00% 117,442 0.03
Q3 2023
☰ ROL - Rollins Inc. Add 1,364.14% 2,857,142 0.99
☰ IT - Gartner Inc. Add 136.43% 229,011 0.73
☰ CPRT - Copart Inc. Add 100.00% 1,410,978 0.56
☰ BFAM - Bright Horizons Family Solutions Inc. Add 64.29% 1,737,243 1.31
☰ LFST - Lifestance Health Group Inc Add 53.13% 501,092 0.03
☰ FOUR - Shift4 Payments Inc. CL A Add 12.86% 474,794 0.24
☰ CIGI - Colliers International Group Inc. Add 11.93% 110,940 0.10
☰ SSNC - SS&C Technologies Holdings Inc. Add 10.73% 215,336 0.10
☰ MOH - Molina Healthcare Inc. Add 10.29% 146,138 0.44
☰ ACHC - Acadia Healthcare Co. Add 8.81% 122,400 0.08
☰ HUBS - Hubspot Inc Add 8.52% 82,042 0.37
☰ TOST - Toast Inc. Add 6.97% 831,639 0.14
☰ RH - Rh Add 6.82% 33,524 0.08
☰ CHE - Chemed Corp New Add 5.59% 25,568 0.12
☰ RBC - RBC Bearings Inc. Add 4.32% 95,239 0.21
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 3.76% 100,001 0.17
☰ VEEV - Veeva Systems Inc. Buy 889,698 1.67
☰ SAIA - Saia Inc. Buy 75,091 0.28
☰ PCTY - Paylocity Hldg Corp Buy 152,342 0.26
☰ AUR - Aurora Innovation Inc. Buy 5,748,967 0.12
☰ FTCHQ - Farfetch Ltd Buy 2,323,620 0.04
☰ INTU - Intuit Inc. Reduce 1.76% 25,290 0.10
☰ BKNG - Booking Holdings Inc. Reduce 2.58% 95,975 0.09
☰ TEAM - Atlassian Corporation Reduce 3.60% 64,073 0.10
☰ WRBY - Warby Parker Inc. Reduce 4.47% 451,165 0.05
☰ WST - West Pharmaceutical Services, Inc. Reduce 5.98% 76,506 0.26
☰ TTC - Toro Co. Reduce 6.69% 143,811 0.13
☰ DUOL - Duolingo Inc Reduce 7.52% 312,441 0.40
☰ FSV - Firstservice Corp Reduce 9.85% 328,629 0.45
☰ PPLI - People Inc. Reduce 10.58% 105,055 0.06
☰ MSCI - MSCI Inc. Reduce 14.02% 95,118 0.40
☰ GSHD - Goosehead Insurance Inc. Reduce 14.98% 135,150 0.07
☰ CWAN - Clearwater Analytics Hldgs I Reduce 17.12% 1,312,452 0.18
☰ XP - XP Inc. Reduce 24.84% 1,677,685 0.35
☰ YOU - Clear Secure Inc. Reduce 27.19% 3,112,869 0.64
☰ CAVA - Cava Group Inc Reduce 41.28% 82,558 0.03
☰ ENOV - Enovis Corp. Reduce 45.97% 700,181 0.40
☰ DDOG - Datadog Inc Reduce 53.57% 789,833 0.69
☰ BSY - Bentley Systems Inc Class B Reduce 65.91% 873,004 0.42
☰ KWR - Quaker Chemical Reduce 74.09% 671,506 1.16
☰ ABCM - Abcam Plc Sell 100.00% 14,372,447 3.12
☰ EFX - Equifax Inc. Sell 100.00% 309,848 0.65
☰ ONON - On Holding AG Sell 100.00% 1,958,198 0.57
Q2 2023
☰ RH - Rh Add 187.34% 320,538 0.94
☰ XP - XP Inc. Add 87.90% 3,159,029 0.65
☰ CPRT - Copart Inc. Add 81.33% 632,846 0.51
☰ DDOG - Datadog Inc Add 80.46% 657,430 0.57
☰ CIGI - Colliers International Group Inc. Add 73.44% 393,686 0.34
☰ CHE - Chemed Corp New Add 71.23% 190,309 0.91
☰ BFAM - Bright Horizons Family Solutions Inc. Add 49.44% 893,998 0.73
☰ PPLI - People Inc. Add 47.98% 321,815 0.18
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 27.29% 570,831 0.92
☰ EFX - Equifax Inc. Add 21.14% 54,070 0.11
☰ HUM - Humana Inc. Add 12.77% 17,597 0.07
☰ RBC - RBC Bearings Inc. Add 10.19% 203,740 0.39
☰ BKNG - Booking Holdings Inc. Add 9.42% 320,550 0.31
☰ TTC - Toro Co. Add 5.31% 108,275 0.10
☰ MOH - Molina Healthcare Inc. Add 4.54% 61,709 0.16
☰ WST - West Pharmaceutical Services, Inc. Add 2.96% 36,757 0.12
☰ TOST - Toast Inc. Add 0.72% 85,321 0.02
☰ PRVA - Privia Health Group Inc. Buy 9,090,909 2.10
☰ SSNC - SS&C Technologies Holdings Inc. Buy 2,007,255 1.08
☰ IT - Gartner Inc. Buy 167,857 0.52
☰ ODFL - Old Dominion Freight Line Buy 79,469 0.26
☰ ENTG - Entegris Inc. Buy 147,657 0.14
☰ LFST - Lifestance Health Group Inc Buy 943,115 0.08
☰ CAVA - Cava Group Inc Buy 200,000 0.07
☰ YOU - Clear Secure Inc. Reduce 0.23% 26,642 0.01
☰ SGRY - Surgery Partners Inc Reduce 1.40% 76,281 0.03
☰ HUBS - Hubspot Inc Reduce 2.52% 24,912 0.10
☰ TDY - Teledyne Technologies Reduce 4.95% 29,744 0.13
☰ GSHD - Goosehead Insurance Inc. Reduce 6.96% 67,515 0.03
☰ DSGX - Descartes Sys Group Inc Reduce 7.58% 289,383 0.22
☰ WRBY - Warby Parker Inc. Reduce 8.54% 942,811 0.09
☰ CWAN - Clearwater Analytics Hldgs I Reduce 13.16% 1,162,022 0.18
☰ INTU - Intuit Inc. Reduce 13.94% 233,172 0.99
☰ FOUR - Shift4 Payments Inc. CL A Reduce 13.95% 598,378 0.43
☰ FSV - Firstservice Corp Reduce 14.73% 576,443 0.77
☰ BSY - Bentley Systems Inc Class B Reduce 15.44% 241,854 0.10
☰ TEAM - Atlassian Corporation Reduce 17.63% 380,776 0.62
☰ ABCM - Abcam Plc Reduce 17.69% 3,088,150 0.39
☰ ACHC - Acadia Healthcare Co. Reduce 25.98% 487,441 0.34
☰ KWR - Quaker Chemical Reduce 27.12% 337,261 0.63
☰ ONON - On Holding AG Reduce 33.83% 1,001,162 0.29
☰ ENOV - Enovis Corp. Reduce 43.88% 1,190,968 0.61
☰ MSCI - MSCI Inc. Reduce 44.85% 551,839 2.94
☰ ROL - Rollins Inc. Reduce 51.99% 226,792 0.08
☰ CTLT - Catalent Inc Sell 100.00% 1,477,116 0.92
☰ ALHC - Alignment Healthcare Inc Sell 100.00% 5,412,156 0.33
☰ CARG - Cargurus Inc Sell 100.00% 1,542,553 0.27
☰ CPNG - Coupang Inc. Sell 100.00% 872,438 0.13
☰ EXFY - Expensify Inc Sell 100.00% 547,526 0.04
☰ UPWK - Upwork Inc. Sell 100.00% 196,592 0.02
Q1 2023
☰ BKNG - Booking Holdings Inc. Add 86.36% 1,577,125 1.59
☰ ALHC - Alignment Healthcare Inc Add 43.65% 1,644,512 0.10
☰ CHE - Chemed Corp New Add 38.12% 73,743 0.38
☰ TDY - Teledyne Technologies Add 21.18% 105,076 0.45
☰ TOST - Toast Inc. Add 19.60% 1,940,737 0.33
☰ XP - XP Inc. Add 19.51% 586,703 0.07
☰ TTC - Toro Co. Add 17.11% 298,105 0.32
☰ WST - West Pharmaceutical Services, Inc. Add 11.51% 128,134 0.42
☰ MOH - Molina Healthcare Inc. Add 9.53% 118,147 0.30
☰ RH - Rh Add 8.91% 13,994 0.03
☰ RBC - RBC Bearings Inc. Add 7.70% 143,003 0.32
☰ IR - Ingersoll Rand Inc. Add 5.32% 97,688 0.05
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 4.42% 88,611 0.15
☰ HUBS - Hubspot Inc Add 0.16% 1,547 0.01
☰ BFAM - Bright Horizons Family Solutions Inc. Buy 1,808,275 1.32
☰ CTLT - Catalent Inc Buy 1,477,116 0.92
☰ CPRT - Copart Inc. Buy 778,132 0.56
☰ CIGI - Colliers International Group Inc. Buy 536,050 0.54
☰ FSV - Firstservice Corp Reduce 2.00% 79,802 0.10
☰ ACHC - Acadia Healthcare Co. Reduce 3.37% 65,487 0.06
☰ KWR - Quaker Chemical Reduce 3.47% 44,759 0.08
☰ DSGX - Descartes Sys Group Inc Reduce 3.55% 140,579 0.10
☰ INTU - Intuit Inc. Reduce 4.51% 78,971 0.32
☰ WRBY - Warby Parker Inc. Reduce 5.45% 636,397 0.09
☰ FOUR - Shift4 Payments Inc. CL A Reduce 6.23% 285,038 0.17
☰ SGRY - Surgery Partners Inc Reduce 6.91% 404,526 0.12
☰ CWAN - Clearwater Analytics Hldgs I Reduce 8.78% 849,365 0.17
☰ MSCI - MSCI Inc. Reduce 10.31% 141,485 0.69
☰ TEAM - Atlassian Corporation Reduce 20.16% 545,576 0.74
☰ EFX - Equifax Inc. Reduce 22.87% 75,837 0.16
☰ PPLI - People Inc. Reduce 23.27% 203,435 0.10
☰ BSY - Bentley Systems Inc Class B Reduce 29.68% 661,021 0.26
☰ HUM - Humana Inc. Reduce 32.81% 67,298 0.36
☰ CARG - Cargurus Inc Reduce 52.59% 1,710,904 0.25
☰ ONON - On Holding AG Reduce 57.28% 3,967,408 0.72
☰ EXFY - Expensify Inc Reduce 65.78% 1,052,379 0.10
☰ DDOG - Datadog Inc Reduce 70.73% 1,974,336 1.53
☰ CPNG - Coupang Inc. Reduce 75.78% 2,729,661 0.42
☰ EYE - National Vision Holdings, Inc. Sell 100.00% 3,073,624 1.26
☰ IDXX - IDEXX Laboratories Sell 100.00% 208,030 0.90
☰ MTN - Vail Resorts Inc. Sell 100.00% 167,106 0.42
☰ XMTR - Xometry Inc. Sell 100.00% 607,780 0.21
☰ CFLT - Confluent Inc Sell 100.00% 681,238 0.16
☰ RDFN - Redfin Corp Sell 100.00% 3,449,175 0.15
Q4 2022
☰ ABCM - Abcam Plc Add 3,392.12% 16,960,597 2.79
☰ ALHC - Alignment Healthcare Inc Add 270.32% 2,750,240 0.34
☰ SGRY - Surgery Partners Inc Add 174.29% 3,719,766 1.09
☰ TTC - Toro Co. Add 52.59% 600,469 0.72
☰ ACHC - Acadia Healthcare Co. Add 30.84% 457,687 0.40
☰ TDY - Teledyne Technologies Add 30.25% 115,206 0.49
☰ DUOL - Duolingo Inc Add 10.06% 379,844 0.29
☰ MOH - Molina Healthcare Inc. Add 9.74% 110,068 0.38
☰ RBC - RBC Bearings Inc. Add 9.03% 153,744 0.34
☰ HUBS - Hubspot Inc Add 7.50% 68,833 0.21
☰ FOUR - Shift4 Payments Inc. CL A Add 7.05% 301,452 0.18
☰ ROP - Roper Technologies Inc. Add 3.94% 63,845 0.29
☰ WCN - Waste Connections Add 3.56% 75,776 0.11
☰ INTU - Intuit Inc. Add 2.76% 47,079 0.19
☰ FSV - Firstservice Corp Add 2.19% 85,703 0.11
☰ ENOV - Enovis Corp. Add 1.30% 34,825 0.02
☰ IDXX - IDEXX Laboratories Add 0.15% 316 0.00
☰ TEAM - Atlassian Corporation Buy 2,705,654 3.67
☰ BKNG - Booking Holdings Inc. Buy 1,826,150 1.55
☰ HUM - Humana Inc. Buy 205,094 1.11
☰ CHE - Chemed Corp New Buy 193,448 1.04
☰ EFX - Equifax Inc. Buy 331,615 0.68
☰ IWM - iShares Russell 2000 ETF Buy 276,718 0.51
☰ CARG - Cargurus Inc Buy 3,253,457 0.48
☰ GSHD - Goosehead Insurance Inc. Reduce 2.87% 28,700 0.01
☰ WST - West Pharmaceutical Services, Inc. Reduce 5.58% 65,763 0.18
☰ DSGX - Descartes Sys Group Inc Reduce 7.03% 299,587 0.21
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 12.62% 289,241 0.51
☰ DDOG - Datadog Inc Reduce 14.56% 475,847 0.48
☰ MSCI - MSCI Inc. Reduce 15.55% 252,559 1.20
☰ ONON - On Holding AG Reduce 16.78% 1,396,678 0.25
☰ PPLI - People Inc. Reduce 18.02% 192,164 0.12
☰ WRBY - Warby Parker Inc. Reduce 21.18% 3,136,187 0.47
☰ MTN - Vail Resorts Inc. Reduce 27.71% 64,050 0.16
☰ TOST - Toast Inc. Reduce 32.67% 4,804,441 0.90
☰ XMTR - Xometry Inc. Reduce 33.36% 304,229 0.19
☰ XP - XP Inc. Reduce 34.81% 1,605,830 0.34
☰ EXFY - Expensify Inc Reduce 37.25% 949,926 0.16
☰ CPNG - Coupang Inc. Reduce 38.15% 2,222,276 0.42
☰ RDFN - Redfin Corp Reduce 48.58% 3,258,570 0.21
☰ RH - Rh Reduce 70.81% 381,138 1.06
☰ UPWK - Upwork Inc. Reduce 79.83% 778,073 0.12
☰ CFLT - Confluent Inc Reduce 87.09% 4,595,982 1.23
☰ 59A - Atlassian Corp Plc Sell 100.00% 2,812,701 6.67
☰ SG - Sweetgreen Inc Sell 100.00% 2,802,281 0.58
☰ BKI - Black Knight Inc Sell 100.00% 146,604 0.11
☰ DASH - DoorDash Inc. Sell 100.00% 192,264 0.11
☰ SHOP - Shopify Inc. Sell 100.00% 198,473 0.06
☰ SRAD - Sportradar Group Ag Sell 100.00% 610,875 0.06
☰ DOCS - Doximity Inc. Sell 100.00% 78,515 0.03
☰ BFAM - Bright Horizons Family Solutions Inc. Sell 100.00% 29,785 0.02
Q3 2022
☰ ACHC - Acadia Healthcare Co. Add 164.59% 923,067 0.81
☰ CPNG - Coupang Inc. Add 111.89% 3,075,623 0.58
☰ TOST - Toast Inc. Add 85.13% 6,762,023 1.27
☰ IDXX - IDEXX Laboratories Add 83.55% 94,548 0.35
☰ SG - Sweetgreen Inc Add 69.32% 1,147,298 0.24
☰ FOUR - Shift4 Payments Inc. CL A Add 34.82% 1,103,925 0.56
☰ SGRY - Surgery Partners Inc Add 25.97% 439,949 0.12
☰ MOH - Molina Healthcare Inc. Add 22.77% 209,584 0.78
☰ HUBS - Hubspot Inc Add 19.33% 148,657 0.45
☰ ONON - On Holding AG Add 18.82% 1,318,356 0.24
☰ WST - West Pharmaceutical Services, Inc. Add 18.65% 185,411 0.51
☰ RH - Rh Add 14.06% 66,346 0.18
☰ GSHD - Goosehead Insurance Inc. Add 11.98% 106,849 0.04
☰ DSGX - Descartes Sys Group Inc Add 11.54% 440,697 0.32
☰ ROP - Roper Technologies Inc. Add 10.90% 159,278 0.64
☰ WCN - Waste Connections Add 10.36% 199,919 0.30
☰ INTU - Intuit Inc. Add 9.71% 150,805 0.66
☰ 59A - Atlassian Corp Plc Add 8.53% 221,181 0.52
☰ MSCI - MSCI Inc. Add 7.73% 116,521 0.55
☰ FSV - Firstservice Corp Add 6.75% 247,245 0.33
☰ DDOG - Datadog Inc Add 3.90% 122,708 0.12
☰ RBC - RBC Bearings Inc. Reduce 2.57% 44,945 0.10
☰ EXFY - Expensify Inc Reduce 3.86% 102,435 0.02
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 9.60% 243,307 0.45
☰ RDFN - Redfin Corp Reduce 10.74% 806,840 0.08
☰ ENOV - Enovis Corp. Reduce 12.36% 377,823 0.24
☰ XP - XP Inc. Reduce 14.56% 786,083 0.16
☰ UPWK - Upwork Inc. Reduce 15.82% 183,153 0.04
☰ TDY - Teledyne Technologies Reduce 20.43% 97,776 0.43
☰ TTC - Toro Co. Reduce 23.86% 357,842 0.32
☰ EYE - National Vision Holdings, Inc. Reduce 26.64% 1,115,873 0.36
☰ CFLT - Confluent Inc Reduce 27.34% 1,985,239 0.54
☰ MTN - Vail Resorts Inc. Reduce 37.47% 138,525 0.35
☰ IR - Ingersoll Rand Inc. Reduce 60.02% 2,756,856 1.36
☰ ROL - Rollins Inc. Reduce 62.20% 717,684 0.29
☰ SRAD - Sportradar Group Ag Reduce 70.48% 1,458,722 0.13
☰ DASH - DoorDash Inc. Reduce 77.15% 649,156 0.49
☰ ALHC - Alignment Healthcare Inc Reduce 84.64% 5,605,939 0.74
☰ SHOP - Shopify Inc. Reduce 86.54% 1,275,937 0.47
☰ BKI - Black Knight Inc Reduce 90.15% 1,341,570 1.03
☰ DOCS - Doximity Inc. Reduce 95.61% 1,711,031 0.70
☰ LIND - Lindblad Expeditions Hldgs Inc. Sell 100.00% 1,996,540 0.19
Q2 2022
☰ BSY - Bentley Systems Inc Class B Add 871.60% 1,998,134 0.78
☰ TOST - Toast Inc. Add 657.03% 6,894,027 1.04
☰ SHOP - Shopify Inc. Add 254.47% 1,058,467 0.39
☰ 59A - Atlassian Corp Plc Add 75.39% 1,113,984 2.44
☰ TDY - Teledyne Technologies Add 61.22% 181,763 0.80
☰ PPLI - People Inc. Add 49.45% 352,820 0.31
☰ DSGX - Descartes Sys Group Inc Add 47.76% 1,234,599 0.90
☰ MOH - Molina Healthcare Inc. Add 43.23% 277,799 0.91
☰ FOUR - Shift4 Payments Inc. CL A Add 37.50% 864,693 0.34
☰ WST - West Pharmaceutical Services, Inc. Add 32.83% 245,705 0.87
☰ UPWK - Upwork Inc. Add 30.86% 273,069 0.07
☰ HUBS - Hubspot Inc Add 28.62% 171,078 0.60
☰ EXFY - Expensify Inc Add 28.15% 582,637 0.12
☰ MSCI - MSCI Inc. Add 24.80% 299,637 1.44
☰ DDOG - Datadog Inc Add 24.12% 611,009 0.68
☰ EYE - National Vision Holdings, Inc. Add 22.81% 778,028 0.25
☰ XP - XP Inc. Add 19.86% 894,643 0.19
☰ DUOL - Duolingo Inc Add 16.28% 528,848 0.54
☰ ALHC - Alignment Healthcare Inc Add 12.10% 715,123 0.10
☰ WCN - Waste Connections Add 9.59% 168,809 0.24
☰ INTU - Intuit Inc. Add 9.20% 130,924 0.59
☰ RBC - RBC Bearings Inc. Add 8.86% 142,205 0.31
☰ DOCS - Doximity Inc. Add 8.52% 140,560 0.06
☰ CWAN - Clearwater Analytics Hldgs I Add 8.16% 730,029 0.10
☰ FSV - Firstservice Corp Add 7.95% 269,538 0.38
☰ YOU - Clear Secure Inc. Add 6.75% 725,218 0.17
☰ ROP - Roper Technologies Inc. Add 4.69% 65,494 0.30
☰ RDFN - Redfin Corp Add 0.41% 30,640 0.00
☰ ENOV - Enovis Corp. Buy 3,057,030 1.97
☰ IDXX - IDEXX Laboratories Buy 113,166 0.46
☰ ACHC - Acadia Healthcare Co. Buy 560,841 0.44
☰ LIND - Lindblad Expeditions Hldgs Inc. Buy 1,996,540 0.19
☰ CFLT - Confluent Inc Reduce 0.91% 66,714 0.02
☰ GSHD - Goosehead Insurance Inc. Reduce 4.36% 40,668 0.03
☰ IR - Ingersoll Rand Inc. Reduce 7.01% 346,153 0.16
☰ KWR - Quaker Chemical Reduce 8.78% 124,037 0.19
☰ SGRY - Surgery Partners Inc Reduce 11.68% 224,170 0.11
☰ CPNG - Coupang Inc. Reduce 12.85% 405,140 0.06
☰ TTC - Toro Co. Reduce 14.99% 264,340 0.20
☰ XMTR - Xometry Inc. Reduce 17.24% 189,995 0.06
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 21.92% 711,866 1.28
☰ DASH - DoorDash Inc. Reduce 24.22% 268,899 0.28
☰ RH - Rh Reduce 30.36% 205,703 0.60
☰ ROL - Rollins Inc. Reduce 34.55% 609,245 0.19
☰ ONON - On Holding AG Reduce 36.48% 4,023,300 0.91
☰ SG - Sweetgreen Inc Reduce 37.10% 976,344 0.27
☰ SRAD - Sportradar Group Ag Reduce 37.35% 1,233,712 0.18
☰ MTN - Vail Resorts Inc. Reduce 42.03% 268,021 0.63
☰ BKI - Black Knight Inc Reduce 64.19% 2,667,799 1.39
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 70.44% 70,963 0.08
☰ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 459,911 1.86
☰ COUP - Coupa Software Inc Sell 100.00% 1,263,662 1.15
☰ IWM - iShares Russell 2000 ETF Sell 100.00% 489,142 0.90
☰ BURL - Burlington Stores Inc Sell 100.00% 341,165 0.56
☰ SAM - Boston Beer Company Sell 100.00% 142,550 0.50
☰ PTON - Peloton Interactive Inc. Sell 100.00% 1,686,335 0.40
☰ DAY - Ceridian Hcm Hldg Inc Sell 100.00% 183,567 0.11
☰ AFRM - Affirm Holdings Inc. Sell 100.00% 181,240 0.08
Q1 2022
☰ ALHC - Alignment Healthcare Inc Add 2,079.21% 5,637,102 0.57
☰ ONON - On Holding AG Add 114.50% 5,887,034 1.33
☰ BFAM - Bright Horizons Family Solutions Inc. Add 97.21% 49,662 0.06
☰ DSGX - Descartes Sys Group Inc Add 60.63% 975,727 0.64
☰ DUOL - Duolingo Inc Add 59.77% 1,215,144 1.04
☰ DOCS - Doximity Inc. Add 54.66% 582,799 0.27
☰ FOUR - Shift4 Payments Inc. CL A Add 52.01% 789,002 0.44
☰ ROP - Roper Technologies Inc. Add 51.30% 473,168 2.00
☰ COUP - Coupa Software Inc Add 49.63% 419,129 0.38
☰ SRAD - Sportradar Group Ag Add 45.96% 1,040,085 0.15
☰ WRBY - Warby Parker Inc. Add 42.35% 4,405,581 1.34
☰ DDOG - Datadog Inc Add 32.35% 619,202 0.84
☰ RBC - RBC Bearings Inc. Add 28.20% 353,074 0.61
☰ EXFY - Expensify Inc Add 27.46% 445,937 0.07
☰ MSCI - MSCI Inc. Add 26.31% 251,686 1.14
☰ YOU - Clear Secure Inc. Add 25.50% 2,184,428 0.53
☰ GSHD - Goosehead Insurance Inc. Add 24.41% 182,952 0.13
☰ WCN - Waste Connections Add 20.63% 301,092 0.38
☰ SGRY - Surgery Partners Inc Add 20.41% 325,221 0.16
☰ EYE - National Vision Holdings, Inc. Add 17.78% 515,072 0.20
☰ CWAN - Clearwater Analytics Hldgs I Add 11.30% 908,588 0.17
☰ INTU - Intuit Inc. Add 8.67% 113,435 0.49
☰ FSV - Firstservice Corp Add 7.58% 238,980 0.31
☰ CFLT - Confluent Inc Add 6.78% 465,214 0.17
☰ BKI - Black Knight Inc Add 2.92% 117,985 0.06
☰ RH - Rh Add 2.60% 17,196 0.05
☰ 59A - Atlassian Corp Plc Buy 1,477,536 3.90
☰ HUBS - Hubspot Inc Buy 597,787 2.55
☰ MOH - Molina Healthcare Inc. Buy 642,594 1.92
☰ SPY - SPDR S&P 500 ETF Trust Buy 459,911 1.86
☰ TTC - Toro Co. Buy 1,763,931 1.35
☰ TDY - Teledyne Technologies Buy 296,918 1.26
☰ IWM - iShares Russell 2000 ETF Buy 489,142 0.90
☰ ROL - Rollins Inc. Buy 1,763,167 0.55
☰ BSY - Bentley Systems Inc Class B Buy 229,249 0.09
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 0.83% 27,179 0.04
☰ KWR - Quaker Chemical Reduce 3.56% 52,073 0.10
☰ SHOP - Shopify Inc. Reduce 7.30% 32,779 0.36
☰ IR - Ingersoll Rand Inc. Reduce 8.19% 440,309 0.22
☰ XP - XP Inc. Reduce 9.18% 455,213 0.10
☰ WST - West Pharmaceutical Services, Inc. Reduce 12.90% 110,879 0.42
☰ RDFN - Redfin Corp Reduce 13.61% 1,178,557 0.36
☰ XMTR - Xometry Inc. Reduce 23.76% 343,512 0.14
☰ BURL - Burlington Stores Inc Reduce 30.59% 150,389 0.35
☰ PPLI - People Inc. Reduce 32.47% 343,008 0.36
☰ DASH - DoorDash Inc. Reduce 42.77% 829,643 0.99
☰ UPWK - Upwork Inc. Reduce 51.49% 939,073 0.26
☰ SAM - Boston Beer Company Reduce 51.60% 151,986 0.61
☰ MTN - Vail Resorts Inc. Reduce 55.41% 792,321 2.08
☰ CPNG - Coupang Inc. Reduce 66.20% 6,176,931 1.45
☰ TOST - Toast Inc. Reduce 66.75% 2,106,038 0.56
☰ PTON - Peloton Interactive Inc. Reduce 68.97% 3,748,447 1.08
☰ AFRM - Affirm Holdings Inc. Reduce 87.43% 1,260,336 1.01
☰ DAY - Ceridian Hcm Hldg Inc Reduce 93.85% 2,802,918 2.35
☰ TWLO - Twilio Inc. Sell 100.00% 1,057,585 2.23
☰ WIX - Wix.com Ltd. Sell 100.00% 455,590 0.58
☰ FTCHQ - Farfetch Ltd Sell 100.00% 1,540,747 0.41
☰ XM - Qualtrics Intl Inc Sell 100.00% 798,577 0.23
☰ ACCD - Accolade Inc Sell 100.00% 1,057,390 0.22
☰ VRM - Vroom Inc Sell 100.00% 2,256,636 0.19
☰ VMEO - Vimeo Inc Sell 100.00% 1,162,940 0.17
☰ CARG - Cargurus Inc Sell 100.00% 511,561 0.14
Q4 2021
☰ DDOG - Datadog Inc Add 1,964.23% 1,821,571 2.60
☰ DUOL - Duolingo Inc Add 155.72% 1,237,921 1.05
☰ SRAD - Sportradar Group Ag Add 126.32% 1,263,224 0.18
☰ BURL - Burlington Stores Inc Add 52.22% 168,633 0.39
☰ DOCS - Doximity Inc. Add 42.16% 316,187 0.13
☰ WRBY - Warby Parker Inc. Add 31.89% 2,515,387 0.94
☰ EYE - National Vision Holdings, Inc. Add 29.55% 660,656 0.25
☰ MTN - Vail Resorts Inc. Add 25.84% 293,604 0.77
☰ CARG - Cargurus Inc Add 21.97% 92,138 0.03
☰ ROP - Roper Technologies Inc. Add 19.97% 153,528 0.60
☰ DSGX - Descartes Sys Group Inc Add 18.31% 249,083 0.16
☰ CFLT - Confluent Inc Add 14.30% 858,902 0.52
☰ CWAN - Clearwater Analytics Hldgs I Add 14.21% 1,000,000 0.18
☰ CPNG - Coupang Inc. Add 10.07% 853,990 0.20
☰ MSCI - MSCI Inc. Add 7.49% 66,653 0.33
☰ DAY - Ceridian Hcm Hldg Inc Add 4.15% 119,046 0.10
☰ INTU - Intuit Inc. Add 2.81% 35,814 0.18
☰ PTON - Peloton Interactive Inc. Buy 5,434,782 1.56
☰ SGRY - Surgery Partners Inc Buy 1,593,229 0.68
☰ SG - Sweetgreen Inc Buy 2,631,327 0.66
☰ EXFY - Expensify Inc Buy 1,623,692 0.57
☰ IR - Ingersoll Rand Inc. Reduce 0.85% 45,851 0.02
☰ KWR - Quaker Chemical Reduce 2.10% 31,337 0.06
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 2.17% 72,753 0.10
☰ RDFN - Redfin Corp Reduce 3.17% 283,544 0.11
☰ FSV - Firstservice Corp Reduce 3.50% 114,331 0.16
☰ WCN - Waste Connections Reduce 3.50% 52,947 0.05
☰ TWLO - Twilio Inc. Reduce 4.58% 50,775 0.13
☰ XP - XP Inc. Reduce 8.13% 438,993 0.14
☰ GSHD - Goosehead Insurance Inc. Reduce 9.31% 76,912 0.09
☰ DASH - DoorDash Inc. Reduce 9.56% 205,115 0.33
☰ RBC - RBC Bearings Inc. Reduce 11.15% 157,150 0.26
☰ TOST - Toast Inc. Reduce 13.56% 495,053 0.18
☰ ACCD - Accolade Inc Reduce 15.43% 192,939 0.06
☰ RH - Rh Reduce 16.20% 127,710 0.67
☰ SHOP - Shopify Inc. Reduce 16.41% 88,107 0.94
☰ ONON - On Holding AG Reduce 20.47% 1,323,644 0.30
☰ COUP - Coupa Software Inc Reduce 22.00% 238,233 0.41
☰ UPWK - Upwork Inc. Reduce 22.31% 523,830 0.19
☰ PPLI - People Inc. Reduce 27.53% 401,307 0.41
☰ WIX - Wix.com Ltd. Reduce 27.76% 175,099 0.27
☰ FTCHQ - Farfetch Ltd Reduce 28.04% 600,285 0.18
☰ BKI - Black Knight Inc Reduce 32.44% 1,938,574 1.09
☰ VMEO - Vimeo Inc Reduce 32.53% 560,601 0.13
☰ SAM - Boston Beer Company Reduce 36.51% 169,363 0.68
☰ AFRM - Affirm Holdings Inc. Reduce 40.27% 972,087 0.91
☰ VRM - Vroom Inc Reduce 46.12% 1,931,873 0.33
☰ FOUR - Shift4 Payments Inc. CL A Reduce 51.61% 1,617,881 0.99
☰ ALHC - Alignment Healthcare Inc Reduce 77.95% 958,658 0.12
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 82.64% 243,191 0.26
☰ SOFI - SoFi Technologies Inc. Sell 100.00% 3,597,334 0.45
☰ MNDY - monday.com Ltd. Sell 100.00% 150,000 0.38
☰ DNUT - Krispy Kreme Inc Sell 100.00% 2,421,191 0.27
☰ ACVA - Acv Auctions Inc Sell 100.00% 1,688,020 0.24
☰ BILL - Bill Com Hldgs Inc Sell 100.00% 76,388 0.16
☰ LFST - Lifestance Health Group Inc Sell 100.00% 1,325,747 0.15
☰ IDXX - IDEXX Laboratories Sell 100.00% 25,402 0.12
☰ GFL - Gfl Environmental Inc Sub Vt Sell 100.00% 264,194 0.08
☰ LTCH - Latch Inc Sell 100.00% 583,764 0.05
☰ TTC - Toro Co. Sell 100.00% 1,247 0.00
Q3 2021
☰ CPNG - Coupang Inc. Add 196.69% 5,619,691 1.23
☰ RBC - RBC Bearings Inc. Add 117.37% 760,832 1.26
☰ MTN - Vail Resorts Inc. Add 98.53% 564,011 1.48
☰ XP - XP Inc. Add 80.33% 2,404,801 0.76
☰ TWLO - Twilio Inc. Add 61.41% 421,690 1.05
☰ UPWK - Upwork Inc. Add 57.00% 852,376 0.30
☰ DAY - Ceridian Hcm Hldg Inc Add 56.16% 1,031,203 0.91
☰ FTCHQ - Farfetch Ltd Add 38.59% 596,212 0.18
☰ FOUR - Shift4 Payments Inc. CL A Add 14.85% 405,249 0.25
☰ CFLT - Confluent Inc Add 11.34% 611,826 0.28
☰ KWR - Quaker Chemical Add 2.06% 30,177 0.06
☰ WRBY - Warby Parker Inc. Buy 7,887,525 3.28
☰ ONON - On Holding AG Buy 6,465,000 1.47
☰ CWAN - Clearwater Analytics Hldgs I Buy 7,037,371 1.38
☰ TOST - Toast Inc. Buy 3,650,355 1.36
☰ DUOL - Duolingo Inc Buy 794,981 1.01
☰ DNUT - Krispy Kreme Inc Buy 2,421,191 0.27
☰ SRAD - Sportradar Group Ag Buy 1,000,000 0.18
☰ DDOG - Datadog Inc Buy 92,737 0.10
☰ FSV - Firstservice Corp Reduce 0.14% 4,506 0.01
☰ JBHT - J.B. Hunt Transport Services, Inc. Reduce 2.26% 77,449 0.09
☰ RDFN - Redfin Corp Reduce 2.38% 217,866 0.10
☰ ACCD - Accolade Inc Reduce 5.00% 65,807 0.03
☰ DSGX - Descartes Sys Group Inc Reduce 5.00% 71,592 0.04
☰ GSHD - Goosehead Insurance Inc. Reduce 5.00% 43,495 0.04
☰ WCN - Waste Connections Reduce 5.00% 79,620 0.07
☰ RH - Rh Reduce 7.35% 62,567 0.32
☰ SHOP - Shopify Inc. Reduce 7.68% 44,682 0.49
☰ INTU - Intuit Inc. Reduce 8.45% 117,476 0.43
☰ WST - West Pharmaceutical Services, Inc. Reduce 9.68% 92,053 0.25
☰ PPLI - People Inc. Reduce 10.84% 177,258 0.20
☰ LFST - Lifestance Health Group Inc Reduce 11.62% 174,253 0.04
☰ BKI - Black Knight Inc Reduce 13.21% 909,275 0.53
☰ WIX - Wix.com Ltd. Reduce 17.82% 136,739 0.30
☰ SAM - Boston Beer Company Reduce 18.75% 107,074 0.82
☰ XM - Qualtrics Intl Inc Reduce 20.14% 201,423 0.06
☰ COUP - Coupa Software Inc Reduce 20.89% 285,967 0.56
☰ EYE - National Vision Holdings, Inc. Reduce 22.34% 643,295 0.25
☰ IR - Ingersoll Rand Inc. Reduce 27.54% 2,061,933 0.76
☰ ACVA - Acv Auctions Inc Reduce 30.76% 750,000 0.14
☰ VRM - Vroom Inc Reduce 30.83% 1,867,079 0.59
☰ DASH - DoorDash Inc. Reduce 32.51% 1,033,273 1.38
☰ ALHC - Alignment Healthcare Inc Reduce 33.13% 609,293 0.11
☰ VMEO - Vimeo Inc Reduce 36.15% 975,836 0.36
☰ AFRM - Affirm Holdings Inc. Reduce 48.25% 2,250,205 1.14
☰ BURL - Burlington Stores Inc Reduce 50.02% 323,244 0.78
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 57.15% 392,550 0.43
☰ BILL - Bill Com Hldgs Inc Reduce 69.24% 171,976 0.24
☰ SOFI - SoFi Technologies Inc. Reduce 70.27% 8,504,207 1.22
☰ LTCH - Latch Inc Reduce 76.65% 1,916,236 0.17
☰ IDXX - IDEXX Laboratories Reduce 78.70% 93,859 0.45
☰ CARG - Cargurus Inc Reduce 81.16% 1,806,732 0.36
☰ GFL - Gfl Environmental Inc Sub Vt Reduce 92.62% 3,314,190 0.80
☰ TTC - Toro Co. Reduce 99.90% 1,289,262 1.07
☰ ABNB - Airbnb Inc. Sell 100.00% 1,100,000 1.27
☰ STNE - Stoneco Ltd Sell 100.00% 1,964,819 0.99
☰ FTDR - Frontdoor Inc Sell 100.00% 1,589,842 0.59
Q2 2021
☰ MTN - Vail Resorts Inc. Add 608.84% 491,655 1.17
☰ GSHD - Goosehead Insurance Inc. Add 99.60% 434,071 0.41
☰ COUP - Coupa Software Inc Add 38.41% 379,800 0.75
☰ ROP - Roper Technologies Inc. Add 33.09% 191,173 0.68
☰ SHOP - Shopify Inc. Add 21.21% 101,761 1.12
☰ MSCI - MSCI Inc. Add 14.32% 111,444 0.45
☰ KWR - Quaker Chemical Add 8.13% 110,144 0.20
☰ RDFN - Redfin Corp Add 6.71% 576,272 0.27
☰ IR - Ingersoll Rand Inc. Add 5.64% 399,745 0.15
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 3.81% 125,588 0.15
☰ INTU - Intuit Inc. Add 3.72% 49,822 0.18
☰ FSV - Firstservice Corp Add 2.62% 83,668 0.11
☰ YOU - Clear Secure Inc. Buy 8,566,942 2.48
☰ PPLI - People Inc. Buy 1,635,030 1.89
☰ CFLT - Confluent Inc Buy 5,393,231 1.79
☰ SOFI - SoFi Technologies Inc. Buy 12,101,541 1.74
☰ VMEO - Vimeo Inc Buy 2,699,377 0.99
☰ XMTR - Xometry Inc. Buy 1,445,516 0.93
☰ UPWK - Upwork Inc. Buy 1,495,276 0.65
☰ DOCS - Doximity Inc. Buy 750,000 0.33
☰ LFST - Lifestance Health Group Inc Buy 1,500,000 0.31
☰ MNDY - monday.com Ltd. Buy 150,000 0.25
☰ LTCH - Latch Inc Buy 2,500,000 0.22
☰ DAY - Ceridian Hcm Hldg Inc Reduce 0.72% 13,388 0.01
☰ WST - West Pharmaceutical Services, Inc. Reduce 1.79% 17,362 0.04
☰ WIX - Wix.com Ltd. Reduce 2.39% 18,801 0.05
☰ BKI - Black Knight Inc Reduce 2.89% 204,973 0.13
☰ ACCD - Accolade Inc Reduce 3.00% 40,705 0.02
☰ DSGX - Descartes Sys Group Inc Reduce 3.00% 44,284 0.02
☰ IDXX - IDEXX Laboratories Reduce 3.00% 3,689 0.02
☰ TTC - Toro Co. Reduce 3.00% 39,913 0.04
☰ FOUR - Shift4 Payments Inc. CL A Reduce 5.29% 152,382 0.11
☰ SAM - Boston Beer Company Reduce 5.29% 31,903 0.34
☰ RH - Rh Reduce 6.03% 54,593 0.29
☰ EYE - National Vision Holdings, Inc. Reduce 6.74% 208,205 0.08
☰ TWLO - Twilio Inc. Reduce 8.69% 65,365 0.19
☰ WCN - Waste Connections Reduce 9.20% 161,318 0.15
☰ RBC - RBC Bearings Inc. Reduce 9.51% 68,164 0.12
☰ XP - XP Inc. Reduce 16.31% 583,642 0.19
☰ BURL - Burlington Stores Inc Reduce 18.19% 143,685 0.38
☰ FTDR - Frontdoor Inc Reduce 24.59% 518,521 0.24
☰ FTCHQ - Farfetch Ltd Reduce 30.63% 682,111 0.32
☰ GFL - Gfl Environmental Inc Sub Vt Reduce 33.31% 1,786,955 0.55
☰ CARG - Cargurus Inc Reduce 35.39% 1,219,467 0.25
☰ VRM - Vroom Inc Reduce 36.71% 3,512,860 1.20
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 53.55% 791,731 1.19
☰ BILL - Bill Com Hldgs Inc Reduce 59.53% 365,289 0.46
☰ STNE - Stoneco Ltd Reduce 62.65% 3,295,181 1.77
☰ DDOG - Datadog Inc Sell 100.00% 1,175,360 0.86
☰ SNOW - Snowflake Inc. Sell 100.00% 226,509 0.45
☰ EXAS - Exact Sciences Corp Sell 100.00% 320,456 0.37
☰ NCNO - Ncino Inc Sell 100.00% 550,000 0.32
☰ CABO - Cable One Inc Sell 100.00% 16,763 0.27
☰ DCT - Duck Creek Technologies Inc Sell 100.00% 567,391 0.22
☰ MKTX - MarketAxess Holdings Inc. Sell 100.00% 46,683 0.20
☰ ROOT - Root Inc Sell 100.00% 687,347 0.08
Q1 2021
☰ ACCD - Accolade Inc Add 108.74% 706,841 0.28
☰ VRM - Vroom Inc Add 77.43% 4,175,725 1.43
☰ DCT - Duck Creek Technologies Inc Add 62.11% 217,391 0.08
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 51.05% 1,114,923 1.64
☰ IR - Ingersoll Rand Inc. Add 44.23% 2,173,549 0.94
☰ WIX - Wix.com Ltd. Add 34.10% 199,948 0.49
☰ BKI - Black Knight Inc Add 33.41% 1,775,711 1.15
☰ BURL - Burlington Stores Inc Add 23.97% 152,735 0.40
☰ EYE - National Vision Holdings, Inc. Add 16.18% 430,000 0.17
☰ NCNO - Ncino Inc Add 15.79% 75,000 0.04
☰ INTU - Intuit Inc. Add 12.98% 154,076 0.52
☰ BILL - Bill Com Hldgs Inc Add 12.77% 69,500 0.09
☰ SHOP - Shopify Inc. Add 11.09% 47,881 0.46
☰ MSCI - MSCI Inc. Add 10.59% 74,541 0.27
☰ FSV - Firstservice Corp Add 4.63% 141,188 0.18
☰ SAM - Boston Beer Company Add 3.91% 22,689 0.24
☰ ROP - Roper Technologies Inc. Add 2.76% 15,509 0.05
☰ DSGX - Descartes Sys Group Inc Add 2.05% 29,700 0.02
☰ AFRM - Affirm Holdings Inc. Buy 4,663,868 2.78
☰ CPNG - Coupang Inc. Buy 2,857,142 1.23
☰ FTDR - Frontdoor Inc Buy 2,108,363 0.99
☰ ACVA - Acv Auctions Inc Buy 2,438,020 0.72
☰ ALHC - Alignment Healthcare Inc Buy 1,839,069 0.34
☰ XM - Qualtrics Intl Inc Buy 1,000,000 0.29
☰ MTN - Vail Resorts Inc. Buy 80,753 0.21
☰ MKTX - MarketAxess Holdings Inc. Buy 46,683 0.20
☰ DAY - Ceridian Hcm Hldg Inc Reduce 1.88% 35,358 0.03
☰ FOUR - Shift4 Payments Inc. CL A Reduce 2.02% 59,369 0.04
☰ RH - Rh Reduce 4.27% 40,332 0.17
☰ RDFN - Redfin Corp Reduce 4.40% 395,554 0.25
☰ GSHD - Goosehead Insurance Inc. Reduce 10.50% 51,154 0.06
☰ COUP - Coupa Software Inc Reduce 13.07% 148,650 0.46
☰ KWR - Quaker Chemical Reduce 13.21% 206,351 0.48
☰ TTC - Toro Co. Reduce 15.31% 240,437 0.21
☰ DDOG - Datadog Inc Reduce 18.20% 261,473 0.24
☰ XP - XP Inc. Reduce 18.84% 830,612 0.30
☰ TWLO - Twilio Inc. Reduce 19.61% 183,431 0.57
☰ RBC - RBC Bearings Inc. Reduce 26.31% 255,788 0.42
☰ CARG - Cargurus Inc Reduce 28.73% 1,389,173 0.41
☰ FTCHQ - Farfetch Ltd Reduce 31.52% 1,025,069 0.60
☰ EXAS - Exact Sciences Corp Reduce 31.99% 150,726 0.19
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 33.89% 758,086 1.21
☰ CABO - Cable One Inc Reduce 37.91% 10,236 0.21
☰ IDXX - IDEXX Laboratories Reduce 38.51% 76,996 0.35
☰ ROOT - Root Inc Reduce 58.41% 965,229 0.14
☰ SNOW - Snowflake Inc. Reduce 62.37% 375,503 0.95
☰ DNB - Dun & Bradstreet Hldgs Inc Sell 100.00% 5,988,683 1.37
☰ 59A - Atlassian Corp Plc Sell 100.00% 390,949 0.84
☰ CIGI - Colliers International Group Inc. Sell 100.00% 623,064 0.51
☰ EB - Eventbrite Inc Sell 100.00% 2,978,237 0.50
☰ XYZ - Block Inc. Sell 100.00% 226,972 0.45
☰ CMRC - Bigcommerce Hldgs Inc Sell 100.00% 57,660 0.03
☰ LIND - Lindblad Expeditions Hldgs Inc. Sell 100.00% 169,738 0.03
Q4 2020
☰ NCNO - Ncino Inc Add 171.43% 300,000 0.20
☰ ACCD - Accolade Inc Add 116.67% 350,000 0.14
☰ GFL - Gfl Environmental Inc Sub Vt Add 73.55% 2,273,735 0.61
☰ BURL - Burlington Stores Inc Add 59.81% 238,446 0.57
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 52.55% 752,340 0.95
☰ CIGI - Colliers International Group Inc. Add 46.16% 196,780 0.16
☰ TTC - Toro Co. Add 32.03% 381,094 0.33
☰ INTU - Intuit Inc. Add 27.66% 257,166 0.90
☰ VRM - Vroom Inc Add 26.25% 1,121,154 0.42
☰ BKI - Black Knight Inc Add 24.37% 1,041,354 0.85
☰ DNB - Dun & Bradstreet Hldgs Inc Add 23.13% 1,125,047 0.26
☰ SAM - Boston Beer Company Add 17.26% 85,417 0.78
☰ SHOP - Shopify Inc. Add 13.02% 49,765 0.52
☰ FOUR - Shift4 Payments Inc. CL A Add 12.35% 323,252 0.22
☰ IR - Ingersoll Rand Inc. Add 12.21% 534,649 0.22
☰ MSCI - MSCI Inc. Add 11.15% 70,645 0.29
☰ RDFN - Redfin Corp Add 10.86% 880,299 0.56
☰ COUP - Coupa Software Inc Add 7.40% 78,396 0.24
☰ DSGX - Descartes Sys Group Inc Add 5.94% 81,090 0.04
☰ FSV - Firstservice Corp Add 0.63% 19,149 0.02
☰ DASH - DoorDash Inc. Buy 3,178,350 3.97
☰ ABNB - Airbnb Inc. Buy 1,100,000 1.49
☰ XYZ - Block Inc. Buy 226,972 0.45
☰ ROOT - Root Inc Buy 1,652,576 0.24
☰ ABCM - Abcam Plc Buy 500,000 0.10
☰ LIND - Lindblad Expeditions Hldgs Inc. Buy 169,738 0.03
☰ XP - XP Inc. Reduce 2.30% 103,983 0.05
☰ RBC - RBC Bearings Inc. Reduce 6.58% 68,448 0.09
☰ WCN - Waste Connections Reduce 8.56% 164,139 0.19
☰ BILL - Bill Com Hldgs Inc Reduce 9.72% 58,615 0.07
☰ CARG - Cargurus Inc Reduce 10.85% 588,480 0.14
☰ EXAS - Exact Sciences Corp Reduce 11.32% 60,176 0.07
☰ WST - West Pharmaceutical Services, Inc. Reduce 12.43% 137,493 0.42
☰ ROP - Roper Technologies Inc. Reduce 12.94% 83,552 0.37
☰ TWLO - Twilio Inc. Reduce 21.43% 255,159 0.71
☰ RH - Rh Reduce 21.66% 261,495 1.12
☰ EB - Eventbrite Inc Reduce 34.10% 1,541,360 0.19
☰ FTCHQ - Farfetch Ltd Reduce 39.04% 2,082,823 0.59
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 39.07% 1,434,104 2.44
☰ WIX - Wix.com Ltd. Reduce 44.12% 462,938 1.32
☰ 59A - Atlassian Corp Plc Reduce 44.51% 313,553 0.64
☰ IDXX - IDEXX Laboratories Reduce 47.80% 183,112 0.81
☰ CMRC - Bigcommerce Hldgs Inc Reduce 65.32% 108,590 0.10
☰ LII - Lennox International Sell 100.00% 503,013 1.54
☰ MTN - Vail Resorts Inc. Sell 100.00% 489,512 1.17
☰ ODFL - Old Dominion Freight Line Sell 100.00% 242,926 0.49
☰ ANGI - Angi Inc. Sell 100.00% 3,479,904 0.43
☰ CNNE - Cannae Hldgs Inc Sell 100.00% 294,304 0.12
☰ ROL - Rollins Inc. Sell 100.00% 192,557 0.12
Q3 2020
☰ BILL - Bill Com Hldgs Inc Add 140.32% 351,952 0.40
☰ FOUR - Shift4 Payments Inc. CL A Add 96.97% 1,288,921 0.70
☰ SHOP - Shopify Inc. Add 64.05% 149,189 1.71
☰ RH - Rh Add 46.43% 382,775 1.64
☰ JBHT - J.B. Hunt Transport Services, Inc. Add 45.34% 446,658 0.63
☰ SAM - Boston Beer Company Add 34.78% 127,684 1.26
☰ CABO - Cable One Inc Add 24.75% 5,356 0.11
☰ DAY - Ceridian Hcm Hldg Inc Add 15.07% 246,835 0.23
☰ BKI - Black Knight Inc Add 10.97% 422,390 0.41
☰ COUP - Coupa Software Inc Add 6.07% 60,656 0.19
☰ FSV - Firstservice Corp Add 4.17% 121,265 0.18
☰ INTU - Intuit Inc. Add 3.62% 32,479 0.12
☰ KWR - Quaker Chemical Add 3.55% 53,480 0.11
☰ WCN - Waste Connections Add 0.50% 9,466 0.01
☰ STNE - Stoneco Ltd Buy 5,260,000 3.11
☰ SNOW - Snowflake Inc. Buy 602,012 1.63
☰ DNB - Dun & Bradstreet Hldgs Inc Buy 4,863,636 1.40
☰ EB - Eventbrite Inc Buy 4,519,597 0.55
☰ CIGI - Colliers International Group Inc. Buy 426,284 0.32
☰ DCT - Duck Creek Technologies Inc Buy 350,000 0.18
☰ CMRC - Bigcommerce Hldgs Inc Buy 166,250 0.16
☰ NCNO - Ncino Inc Buy 175,000 0.16
☰ ACCD - Accolade Inc Buy 300,000 0.13
☰ ROL - Rollins Inc. Buy 192,557 0.12
☰ RBC - RBC Bearings Inc. Reduce 0.16% 1,642 0.00
☰ ROP - Roper Technologies Inc. Reduce 1.16% 7,610 0.04
☰ BURL - Burlington Stores Inc Reduce 5.00% 20,982 0.05
☰ DSGX - Descartes Sys Group Inc Reduce 5.00% 71,859 0.05
☰ GSHD - Goosehead Insurance Inc. Reduce 5.00% 25,630 0.02
☰ TWLO - Twilio Inc. Reduce 5.29% 66,561 0.18
☰ EYE - National Vision Holdings, Inc. Reduce 5.66% 159,459 0.06
☰ MSCI - MSCI Inc. Reduce 6.45% 43,670 0.18
☰ FTCHQ - Farfetch Ltd Reduce 6.82% 390,528 0.08
☰ WST - West Pharmaceutical Services, Inc. Reduce 10.88% 135,073 0.38
☰ RDFN - Redfin Corp Reduce 10.89% 990,520 0.52
☰ GFL - Gfl Environmental Inc Sub Vt Reduce 11.47% 400,581 0.09
☰ BFAM - Bright Horizons Family Solutions Inc. Reduce 13.84% 589,413 0.86
☰ TTC - Toro Co. Reduce 14.66% 204,392 0.17
☰ IDXX - IDEXX Laboratories Reduce 15.97% 72,776 0.30
☰ IR - Ingersoll Rand Inc. Reduce 18.37% 985,454 0.35
☰ CARG - Cargurus Inc Reduce 18.38% 1,220,872 0.39
☰ ODFL - Old Dominion Freight Line Reduce 21.04% 64,720 0.14
☰ VRM - Vroom Inc Reduce 21.27% 1,154,365 0.73
☰ 59A - Atlassian Corp Plc Reduce 24.54% 229,057 0.52
☰ XP - XP Inc. Reduce 24.93% 1,498,411 0.78
☰ MTN - Vail Resorts Inc. Reduce 24.99% 163,106 0.37
☰ ANGI - Angi Inc. Reduce 31.61% 1,608,466 0.24
☰ DDOG - Datadog Inc Reduce 36.14% 813,300 0.88
☰ WIX - Wix.com Ltd. Reduce 40.99% 728,706 2.32
☰ LII - Lennox International Reduce 42.86% 377,352 1.09
☰ EXAS - Exact Sciences Corp Reduce 54.44% 634,834 0.69
☰ CNNE - Cannae Hldgs Inc Reduce 72.67% 782,469 0.40
☰ HNIB - Iac Interactivecorp Sell 100.00% 1,483,303 5.97
Q2 2020
☰ LII - Lennox International Add 2,574.74% 847,451 2.45
☰ WIX - Wix.com Ltd. Add 1,749.39% 1,681,789 5.36
☰ EXAS - Exact Sciences Corp Add 1,072.77% 1,066,753 1.15
☰ INTU - Intuit Inc. Add 764.32% 793,418 2.93
☰ HNIB - Iac Interactivecorp Add 536.40% 1,250,226 5.03
☰ BKI - Black Knight Inc Add 336.09% 2,968,202 2.68
☰ DDOG - Datadog Inc Add 321.00% 1,715,661 1.86
☰ BFAM - Bright Horizons Family Solutions Inc. Add 308.44% 3,217,133 4.70
☰ FTCHQ - Farfetch Ltd Add 265.93% 4,160,731 0.89
☰ TTC - Toro Co. Add 222.83% 962,301 0.79
☰ DSGX - Descartes Sys Group Inc Add 214.61% 980,379 0.65
☰ WCN - Waste Connections Add 212.87% 1,298,435 1.52
☰ FSV - Firstservice Corp Add 206.53% 1,957,874 2.46
☰ BURL - Burlington Stores Inc Add 167.99% 263,058 0.65
☰ RBC - RBC Bearings Inc. Add 161.19% 643,231 1.07
☰ EYE - National Vision Holdings, Inc. Add 158.28% 1,726,148 0.66
☰ CARG - Cargurus Inc Add 144.78% 3,929,859 1.24
☰ TWLO - Twilio Inc. Add 128.44% 706,848 1.93
☰ GSHD - Goosehead Insurance Inc. Add 110.42% 268,996 0.25
☰ IR - Ingersoll Rand Inc. Add 108.82% 2,795,617 0.98
☰ ANGI - Angi Inc. Add 108.40% 2,646,685 0.40
☰ IDXX - IDEXX Laboratories Add 100.33% 228,294 0.94
☰ KWR - Quaker Chemical Add 78.29% 662,336 1.53
☰ MSCI - MSCI Inc. Add 70.92% 280,909 1.17
☰ COUP - Coupa Software Inc Add 63.41% 387,476 1.34
☰ DAY - Ceridian Hcm Hldg Inc Add 41.30% 478,789 0.47
☰ WST - West Pharmaceutical Services, Inc. Add 31.65% 298,370 0.84
☰ ROP - Roper Technologies Inc. Add 29.97% 150,664 0.73
☰ 59A - Atlassian Corp Plc Add 12.95% 107,005 0.24
☰ MTN - Vail Resorts Inc. Add 10.46% 61,804 0.14
☰ XP - XP Inc. Add 9.28% 510,358 0.27
☰ CABO - Cable One Inc Add 1.83% 388 0.01
☰ VRM - Vroom Inc Buy 5,425,934 3.41
☰ SHOP - Shopify Inc. Buy 232,915 2.75
☰ RH - Rh Buy 824,329 2.56
☰ SAM - Boston Beer Company Buy 367,086 2.45
☰ JBHT - J.B. Hunt Transport Services, Inc. Buy 985,129 1.48
☰ FOUR - Shift4 Payments Inc. CL A Buy 1,329,148 0.59
☰ CNNE - Cannae Hldgs Inc Buy 1,076,773 0.55
☰ BILL - Bill Com Hldgs Inc Buy 250,816 0.28
☰ GFL - Gfl Environmental Inc Sub Vt Reduce 17.06% 718,239 0.22
☰ ODFL - Old Dominion Freight Line Reduce 43.44% 236,236 0.63
☰ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 8,378,523 44.12
☰ IWM - iShares Russell 2000 ETF Sell 100.00% 4,553,535 10.65
☰ TRU - TransUnion Sell 100.00% 798,260 1.08
☰ IT - Gartner Inc. Sell 100.00% 493,755 1.00
☰ AWI - Armstrong World Industries Inc. Sell 100.00% 318,566 0.52
☰ SVMKUSD - Svmk Inc Sell 100.00% 1,281,416 0.35
☰ ROL - Rollins Inc. Sell 100.00% 300,000 0.22
☰ EB - Eventbrite Inc Sell 100.00% 852,900 0.13
Q1 2020
☰ IWM - iShares Russell 2000 ETF Add 51.03% 1,538,521 3.60
☰ SPY - SPDR S&P 500 ETF Trust Add 7.93% 615,438 3.24
☰ ROP - Roper Technologies Inc. Buy 502,645 3.20
☰ WST - West Pharmaceutical Services, Inc. Buy 942,821 2.93
☰ RDFN - Redfin Corp Buy 9,093,415 2.86
☰ MSCI - MSCI Inc. Buy 396,073 2.34
☰ 59A - Atlassian Corp Plc Buy 826,554 2.32
☰ KWR - Quaker Chemical Buy 845,994 2.18
☰ BFAM - Bright Horizons Family Solutions Inc. Buy 1,043,028 2.17
☰ MTN - Vail Resorts Inc. Buy 590,814 1.78
☰ COUP - Coupa Software Inc Buy 611,055 1.74
☰ FSV - Firstservice Corp Buy 947,969 1.49
☰ ODFL - Old Dominion Freight Line Buy 543,882 1.46
☰ IR - Ingersoll Rand Inc. Buy 2,569,140 1.30
☰ GFL - Gfl Environmental Inc Sub Vt Buy 4,210,424 1.29
☰ DAY - Ceridian Hcm Hldg Inc Buy 1,159,358 1.19
☰ IDXX - IDEXX Laboratories Buy 227,540 1.13
☰ TRU - TransUnion Buy 798,260 1.08
☰ BKI - Black Knight Inc Buy 883,153 1.05
☰ CARG - Cargurus Inc Buy 2,714,288 1.05
☰ TWLO - Twilio Inc. Buy 550,338 1.01
☰ IT - Gartner Inc. Buy 493,755 1.00
☰ WCN - Waste Connections Buy 609,955 0.97
☰ RBC - RBC Bearings Inc. Buy 399,048 0.92
☰ HNIB - Iac Interactivecorp Buy 233,077 0.85
☰ CABO - Cable One Inc Buy 21,255 0.71
☰ TTC - Toro Co. Buy 431,856 0.57
☰ AWI - Armstrong World Industries Inc. Buy 318,566 0.52
☰ BURL - Burlington Stores Inc Buy 156,593 0.51
☰ INTU - Intuit Inc. Buy 103,807 0.49
☰ EYE - National Vision Holdings, Inc. Buy 1,090,552 0.43
☰ DDOG - Datadog Inc Buy 534,472 0.39
☰ SVMKUSD - Svmk Inc Buy 1,281,416 0.35
☰ DSGX - Descartes Sys Group Inc Buy 456,815 0.32
☰ ANGI - Angi Inc. Buy 2,441,685 0.26
☰ FTCHQ - Farfetch Ltd Buy 1,564,620 0.25
☰ GSHD - Goosehead Insurance Inc. Buy 243,616 0.22
☰ ROL - Rollins Inc. Buy 300,000 0.22
☰ WIX - Wix.com Ltd. Buy 96,136 0.20
☰ EB - Eventbrite Inc Buy 852,900 0.13
☰ EXAS - Exact Sciences Corp Buy 99,439 0.12
☰ LII - Lennox International Buy 32,914 0.12
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