Chase Coleman - Tiger Global Management LLC

Chase Coleman - Tiger Global Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    54
Portfolio value:    $22,845,413,829

Holdings Activity Buys Sells History

History	Stock	Activity ▼	Share change	% change to portfolio
	Q1 2026
☰	AMAT - Applied Materials	Add 85.09%	761,700	1.14
☰	TSM - Taiwan Semiconductor S.A.	Add 49.38%	1,839,600	2.72
☰	CPNG - Coupang Inc.	Add 31.71%	8,328,148	0.69
☰	SPOT - Spotify Technology S.A.	Add 25.31%	319,300	0.68
☰	AVGO - Broadcom Inc.	Add 24.66%	709,200	0.96
☰	Z - Zillow Group Inc.	Add 21.66%	1,312,000	0.24
☰	META - Meta Platforms Inc.	Add 12.22%	336,249	0.84
☰	NVDA - NVIDIA Corp.	Add 9.08%	1,000,000	0.76
☰	MELI - Mercadolibre Inc.	Buy	135,006	1.02
☰	LITE - Lumentum Holdings Inc.	Buy	136,800	0.42
☰	EQPT - Equipmentshare.com Inc A	Buy	4,579,646	0.41
☰	INTC - Intel Corp.	Buy	1,638,700	0.32
☰	RVI - Robinhood Ventures Fund I	Buy	400,000	0.05
☰	PAYP - Paypay Corp	Buy	400,000	0.04
☰	XNDU - Xanadu Quantum Technolo Cl B	Buy	500,000	0.02
	Q4 2025
☰	NFLX - Netflix Inc.	Add 1,108.02%	2,237,100	0.71
☰	PONY - Pony Ai Inc	Add 683.78%	2,530,000	0.12
☰	NOW - ServiceNow Inc.	Add 608.96%	1,826,890	0.94
☰	CRCL - Circle Internet Group Inc	Add 300.00%	375,000	0.10
☰	HNGE - Hinge Health Inc A	Add 227.12%	1,253,743	0.19
☰	CPNG - Coupang Inc.	Add 65.85%	10,429,680	0.83
☰	XYZ - Block Inc.	Add 43.89%	1,941,528	0.42
☰	ZG - Zillow Group Inc. CL A	Add 30.74%	240,690	0.06
☰	Z - Zillow Group Inc.	Add 20.06%	1,011,813	0.23
☰	CHYM - Chime Financial Inc Cl A	Add 13.81%	1,721,731	0.15
☰	FLUT - Flutter Entertainment Plc	Add 9.44%	345,350	0.25
☰	WLTH - Wealthfront Corp	Buy	15,156,877	0.69
	Q3 2025
☰	CPAY - Corpay Inc.	Add 17.95%	269,500	0.24
☰	CPNG - Coupang Inc.	Add 16.58%	2,252,000	0.22
☰	XYZ - Block Inc.	Add 12.14%	478,872	0.11
☰	AVGO - Broadcom Inc.	Add 6.90%	186,400	0.19
☰	FLUT - Flutter Entertainment Plc	Add 5.93%	204,800	0.16
☰	GEV - Ge Vernova Inc	Add 5.17%	56,800	0.11
☰	AMZN - Amazon.com Inc.	Add 3.35%	357,900	0.24
☰	NFLX - Netflix Inc.	Buy	201,900	0.75
☰	MDB - MongoDB Inc.	Buy	341,000	0.33
☰	NTSK - Netskope Inc Cl A	Buy	500,000	0.04
☰	BLSH - Bullish	Buy	100,000	0.02
☰	FIGR - Figure Technology Solut Cl A	Buy	200,000	0.02
☰	KLAR - Klarna Group Plc	Buy	175,000	0.02
☰	FIG - Figma Inc Cl A	Buy	60,000	0.01
☰	GEMI - Gemini Space Station Inc A	Buy	70,000	0.01
☰	ARX - Accelerant Holdings Cl A	Buy	75,000	0.00
☰	VIA - Via Transn Inc	Buy	15,000	0.00
	Q2 2025
☰	XYZ - Block Inc.	Add 109.27%	2,059,573	0.41
☰	RDDT - Reddit Inc Cl A	Add 89.22%	2,899,384	1.28
☰	AMZN - Amazon.com Inc.	Add 62.19%	4,097,053	2.64
☰	CPAY - Corpay Inc.	Add 20.36%	254,069	0.25
☰	APP - Applovin Corp.	Add 20.07%	334,749	0.34
☰	Z - Zillow Group Inc.	Add 19.45%	1,014,087	0.21
☰	AVGO - Broadcom Inc.	Add 19.01%	431,714	0.35
☰	LRCX - Lam Research	Add 18.89%	835,628	0.24
☰	LLY - Eli Lilly & Co.	Add 13.20%	176,200	0.40
☰	ZG - Zillow Group Inc. CL A	Add 11.30%	102,000	0.02
☰	TSM - Taiwan Semiconductor S.A.	Add 7.94%	336,900	0.22
☰	NVDA - NVIDIA Corp.	Add 6.77%	742,202	0.34
☰	MSFT - Microsoft Corp.	Add 4.98%	310,503	0.45
☰	GEV - Ge Vernova Inc	Add 4.03%	42,500	0.07
☰	GOOGL - Alphabet Inc.	Add 3.13%	322,602	0.17
☰	FLUT - Flutter Entertainment Plc	Add 2.25%	76,000	0.06
☰	CPNG - Coupang Inc.	Add 1.93%	257,260	0.02
☰	META - Meta Platforms Inc.	Add 0.92%	68,386	0.15
☰	ZS - Zscaler Inc.	Add 0.25%	4,266	0.00
☰	CHYM - Chime Financial Inc Cl A	Buy	12,470,768	1.26
☰	BULL - Webull Corp	Buy	11,724,137	0.41
☰	HNGE - Hinge Health Inc A	Buy	552,008	0.08
☰	CRCL - Circle Internet Group Inc	Buy	125,000	0.07
☰	ETOR - Etoro Group Ltd A	Buy	80,000	0.02
☰	TFIN - Triumph Financial Inc	Buy	43,708	0.01
☰	MNTN - Mntn Inc A	Buy	20,000	0.00
	Q1 2025
☰	VEEV - Veeva Systems Inc.	Add 540.34%	2,042,500	1.78
☰	PDD - Pinduoduo Inc.	Add 67.98%	1,787,000	0.80
☰	CPNG - Coupang Inc.	Add 64.14%	5,208,306	0.43
☰	RDDT - Reddit Inc Cl A	Add 60.00%	1,218,600	0.48
☰	NU - Nu Holdings Ltd	Add 24.26%	2,153,696	0.08
☰	AVGO - Broadcom Inc.	Add 23.08%	426,000	0.27
☰	SHW - Sherwin-Williams	Add 19.90%	199,870	0.26
☰	MSFT - Microsoft Corp.	Add 16.78%	896,700	1.27
☰	TSM - Taiwan Semiconductor S.A.	Add 16.68%	606,494	0.38
☰	ZS - Zscaler Inc.	Add 15.79%	229,000	0.17
☰	NVDA - NVIDIA Corp.	Add 13.26%	1,284,000	0.52
☰	LRCX - Lam Research	Add 11.80%	467,000	0.13
☰	AMZN - Amazon.com Inc.	Add 2.70%	173,000	0.12
☰	LLY - Eli Lilly & Co.	Add 1.91%	25,000	0.08
☰	APP - Applovin Corp.	Buy	1,668,240	1.66
☰	Z - Zillow Group Inc.	Buy	5,215,000	1.34
☰	GEV - Ge Vernova Inc	Buy	1,055,294	1.21
☰	XYZ - Block Inc.	Buy	1,884,867	0.39
☰	ZG - Zillow Group Inc. CL A	Buy	902,643	0.23
	Q4 2024
☰	SPOT - Spotify Technology S.A.	Add 49,156.58%	1,258,900	2.13
☰	LRCX - Lam Research	Add 1,020.58%	3,604,517	0.98
☰	CPNG - Coupang Inc.	Add 307.21%	6,125,955	0.51
☰	RDDT - Reddit Inc Cl A	Add 306.20%	1,531,000	0.94
☰	SHW - Sherwin-Williams	Add 90.28%	476,500	0.61
☰	LLY - Eli Lilly & Co.	Add 35.08%	340,160	0.99
☰	FWONK - Liberty Media Corp Formula One Series C	Add 9.16%	225,000	0.08
☰	ZS - Zscaler Inc.	Buy	1,450,000	0.99
☰	PDD - Pinduoduo Inc.	Buy	2,628,681	0.96
☰	CSGP - CoStar Group Inc.	Buy	3,245,109	0.88
☰	TTAN - Servicetitan Inc	Buy	1,301,398	0.51
☰	VEEV - Veeva Systems Inc.	Buy	378,000	0.30
☰	PONY - Pony Ai Inc	Buy	370,000	0.02
☰	SARO - Standardaero Inc	Buy	160,000	0.01
	Q3 2024
☰	AVGO - Broadcom Inc.	Add 912.34%	1,663,200	1.23
☰	CPAY - Corpay Inc.	Add 19.20%	200,977	0.27
☰	TSM - Taiwan Semiconductor S.A.	Add 18.37%	564,090	0.42
☰	LLY - Eli Lilly & Co.	Add 4.28%	39,800	0.15
☰	FWONK - Liberty Media Corp Formula One Series C	Add 3.93%	93,000	0.03
☰	TTWO - Take-Two Interactive Software, Inc.	Add 3.47%	195,714	0.13
☰	AMZN - Amazon.com Inc.	Add 1.49%	94,408	0.08
☰	UNH - United Health Group Inc.	Add 0.76%	17,800	0.04
☰	FLUT - Flutter Entertainment Plc	Buy	3,377,392	3.42
☰	SHW - Sherwin-Williams	Buy	527,805	0.86
☰	CPNG - Coupang Inc.	Buy	1,994,058	0.21
	Q2 2024
☰	NVDA - NVIDIA Corp.	Add 900.00%	8,715,195	4.98
☰	GRAB - Grab Holdings Limited	Add 39.10%	26,122,000	0.43
☰	SE - Sea Ltd	Add 6.97%	1,045,267	0.35
☰	LLY - Eli Lilly & Co.	Add 4.49%	40,000	0.17
☰	TSM - Taiwan Semiconductor S.A.	Add 0.85%	25,900	0.02
☰	UNH - United Health Group Inc.	Buy	2,347,600	5.53
☰	QCOM - QUALCOMM Inc.	Buy	1,857,700	1.71
☰	AMAT - Applied Materials	Buy	895,200	0.98
☰	ZKH - Zkh Group Ltd	Buy	8,195,453	0.15
☰	RBRK - Rubrik Inc.	Buy	250,000	0.04
	Q1 2024
☰	CART - Maplebear Inc	Add 905.32%	1,584,311	0.32
☰	GOOGL - Alphabet Inc.	Add 154.10%	6,251,875	5.15
☰	GTM - Zoominfo Technologies Inc	Add 62.02%	4,434,999	0.39
☰	PCOR - Procore Technologies Inc.	Add 46.17%	739,000	0.33
☰	GRAB - Grab Holdings Limited	Add 30.21%	15,500,000	0.27
☰	AMZN - Amazon.com Inc.	Add 29.46%	1,438,600	1.42
☰	TTWO - Take-Two Interactive Software, Inc.	Add 9.45%	487,368	0.40
☰	SE - Sea Ltd	Add 4.72%	675,900	0.20
☰	CPAY - Corpay Inc.	Buy	1,333,691	2.25
☰	FWONK - Liberty Media Corp Formula One Series C	Buy	2,364,000	0.85
☰	RDDT - Reddit Inc Cl A	Buy	500,000	0.13
☰	ALAB - Astera Labs Inc	Buy	70,000	0.03
	Q4 2023
☰	DASH - DoorDash Inc.	Add 79.13%	970,091	0.68
☰	FLT - Fleetcor Technologies Inc	Add 66.19%	519,221	1.04
☰	TSM - Taiwan Semiconductor S.A.	Add 47.69%	983,200	0.73
☰	PCOR - Procore Technologies Inc.	Add 35.95%	423,200	0.21
☰	AMZN - Amazon.com Inc.	Add 24.08%	947,440	1.02
☰	SE - Sea Ltd	Add 22.37%	2,617,348	0.75
☰	LRCX - Lam Research	Add 8.90%	32,945	0.18
☰	GTM - Zoominfo Technologies Inc	Add 6.07%	409,000	0.05
☰	NU - Nu Holdings Ltd	Add 1.16%	235,524	0.01
☰	AVGO - Broadcom Inc.	Buy	182,300	1.45
☰	DXCM - DexCom, Inc.	Buy	1,152,806	1.02
	Q3 2023
☰	SE - Sea Ltd	Add 247.10%	8,331,209	2.70
☰	HUBS - Hubspot Inc	Add 229.37%	181,200	0.66
☰	GRAB - Grab Holdings Limited	Add 119.00%	27,876,319	0.73
☰	NVO - Novo Nordisk A S	Add 100.00%	634,500	0.43
☰	NVDA - NVIDIA Corp.	Add 76.79%	482,680	1.55
☰	CFLT - Confluent Inc	Add 71.89%	2,172,175	0.47
☰	UBER - Uber Technologies Inc.	Add 44.31%	1,576,000	0.53
☰	WDAY - Workday Inc.	Add 41.13%	822,600	1.30
☰	GOOGL - Alphabet Inc.	Add 39.96%	1,523,200	1.47
☰	LLY - Eli Lilly & Co.	Add 26.93%	195,000	0.77
☰	TSM - Taiwan Semiconductor S.A.	Add 10.34%	193,235	0.12
☰	TTWO - Take-Two Interactive Software, Inc.	Add 10.06%	480,340	0.50
☰	LRCX - Lam Research	Add 8.35%	28,510	0.13
☰	MSFT - Microsoft Corp.	Add 8.16%	462,360	1.08
☰	AMZN - Amazon.com Inc.	Add 6.49%	239,760	0.22
☰	META - Meta Platforms Inc.	Add 3.86%	330,800	0.73
☰	NU - Nu Holdings Ltd	Add 0.20%	41,272	0.00
☰	ESTC - Elastic N V	Buy	1,710,000	1.02
☰	PDD - Pinduoduo Inc.	Buy	1,368,400	0.99
☰	BABA - Alibaba Group Holdings	Buy	1,476,745	0.94
☰	DASH - DoorDash Inc.	Buy	1,225,922	0.72
☰	PCOR - Procore Technologies Inc.	Buy	1,177,300	0.57
☰	ARM - Arm Holdings Plc	Buy	300,000	0.12
☰	CART - Maplebear Inc	Buy	175,000	0.04
☰	ODD - Oddity Tech Ltd	Buy	135,000	0.03
☰	KVYO - Klaviyo Inc	Buy	35,000	0.01
	Q2 2023
☰	NVDA - NVIDIA Corp.	Add 1,332.65%	584,700	2.07
☰	UBER - Uber Technologies Inc.	Add 492.83%	2,957,000	1.07
☰	APO - Apollo Global Management	Add 371.94%	9,726,058	6.27
☰	FLT - Fleetcor Technologies Inc	Add 371.06%	619,300	1.31
☰	LRCX - Lam Research	Add 240.75%	241,300	1.30
☰	INTU - Intuit Inc.	Add 136.91%	613,900	2.36
☰	TTWO - Take-Two Interactive Software, Inc.	Add 98.97%	2,375,421	2.93
☰	GRAB - Grab Holdings Limited	Add 27.11%	4,995,469	0.14
☰	TSM - Taiwan Semiconductor S.A.	Add 17.63%	280,000	0.24
☰	META - Meta Platforms Inc.	Add 14.86%	1,108,025	2.67
☰	LLY - Eli Lilly & Co.	Buy	724,100	2.85
☰	NVO - Novo Nordisk A S	Buy	634,500	0.86
	Q1 2023
☰	INTU - Intuit Inc.	Add 32,677.78%	447,032	1.82
☰	HCP - Hashicorp Inc	Add 1,812.12%	166,498	0.05
☰	APO - Apollo Global Management	Add 316.41%	1,986,984	1.15
☰	TTWO - Take-Two Interactive Software, Inc.	Add 236.16%	1,686,213	1.84
☰	DDOG - Datadog Inc	Add 173.53%	1,676,279	1.11
☰	GOOGL - Alphabet Inc.	Add 124.40%	4,636,774	4.39
☰	CFLT - Confluent Inc	Add 84.37%	2,632,791	0.58
☰	GTM - Zoominfo Technologies Inc	Add 20.05%	1,251,128	0.28
☰	MSFT - Microsoft Corp.	Add 12.82%	674,257	1.78
☰	AMZN - Amazon.com Inc.	Add 12.74%	1,094,790	1.03
☰	JD - JD.com Inc.	Add 10.39%	2,265,750	0.91
☰	NU - Nu Holdings Ltd	Add 0.16%	41,353	0.00
☰	TSM - Taiwan Semiconductor S.A.	Buy	1,588,555	1.35
☰	AAPL - Apple Inc.	Buy	851,000	1.28
☰	XP - XP Inc.	Buy	7,295,436	0.79
☰	LRCX - Lam Research	Buy	100,228	0.49
☰	AMAT - Applied Materials	Buy	419,500	0.47
☰	PANW - Palo Alto Networks	Buy	257,700	0.47
☰	FLT - Fleetcor Technologies Inc	Buy	166,900	0.32
☰	KKR - KKR & Co. L.P.	Buy	511,000	0.25
☰	NVDA - NVIDIA Corp.	Buy	43,875	0.11
	Q4 2022
☰	SPOT - Spotify Technology S.A.	Add 8,189.50%	508,650	0.49
☰	AMZN - Amazon.com Inc.	Add 221.08%	5,914,931	6.14
☰	PTON - Peloton Interactive Inc.	Add 166.63%	1,534,178	0.15
☰	META - Meta Platforms Inc.	Add 76.99%	3,455,833	5.14
☰	DLO - DLocal Ltd	Add 66.41%	2,850,663	0.55
☰	APO - Apollo Global Management	Add 38.67%	175,103	0.14
☰	GTM - Zoominfo Technologies Inc	Buy	6,238,600	2.32
☰	TTWO - Take-Two Interactive Software, Inc.	Buy	714,000	0.92
☰	CFLT - Confluent Inc	Buy	3,120,535	0.86
☰	MTCH - Match Group Inc.	Buy	1,461,000	0.75
☰	GRAB - Grab Holdings Limited	Buy	18,430,000	0.73
☰	TEAM - Atlassian Corporation	Buy	400,545	0.64
☰	MDB - MongoDB Inc.	Buy	227,900	0.55
☰	MBLY - Mobileye Global Inc	Buy	450,000	0.20
	Q3 2022
☰	GOOGL - Alphabet Inc.	Add 4,854.82%	5,363,216	4.77
☰	UBER - Uber Technologies Inc.	Add 1,501.66%	9,303,523	2.29
☰	XYZ - Block Inc.	Add 299.91%	2,849,243	1.45
☰	DDOG - Datadog Inc	Add 218.31%	3,960,748	3.27
☰	WDAY - Workday Inc.	Add 134.59%	1,820,074	2.58
☰	DLO - DLocal Ltd	Add 132.08%	2,443,100	0.47
☰	FRSH - Freshworks Inc	Add 75.59%	2,238,193	0.27
☰	BZ - Kanzhun Limited	Add 52.89%	6,164,992	0.97
☰	NOW - ServiceNow Inc.	Add 51.78%	577,933	2.03
☰	LI - Li Auto Inc	Add 34.55%	4,419,945	0.95
☰	SNOW - Snowflake Inc.	Add 22.14%	471,324	0.74
☰	PTON - Peloton Interactive Inc.	Add 20.26%	155,132	0.01
☰	DASH - DoorDash Inc.	Add 19.55%	598,123	0.27
☰	SE - Sea Ltd	Add 16.55%	1,356,481	0.71
☰	MSFT - Microsoft Corp.	Add 16.40%	845,930	1.83
☰	OLO - Olo Inc	Add 13.48%	606,419	0.04
☰	59A - Atlassian Corp Plc	Add 13.19%	200,703	0.39
☰	AMZN - Amazon.com Inc.	Add 2.36%	61,650	0.06
☰	WRBY - Warby Parker Inc.	Add 0.67%	1,766	0.00
☰	HUBS - Hubspot Inc	Buy	594,290	1.49
☰	APP - Applovin Corp.	Buy	4,972,813	0.90
☰	TSM - Taiwan Semiconductor S.A.	Buy	1,315,005	0.84
☰	PYPL - PayPal Holdings Inc.	Buy	54,300	0.04
	Q2 2022
☰	HCP - Hashicorp Inc	Add 133.38%	5,251	0.00
☰	SHOP - Shopify Inc.	Add 81.43%	746,065	0.20
☰	S - Sentinelone Inc	Add 69.39%	4,100,755	0.80
☰	BZ - Kanzhun Limited	Add 60.09%	4,374,848	0.96
☰	GTLB - Gitlab Inc	Add 47.76%	251,488	0.11
☰	OLO - Olo Inc	Add 24.50%	885,118	0.07
☰	FRSH - Freshworks Inc	Add 21.86%	531,231	0.06
☰	TOST - Toast Inc.	Add 15.95%	2,020,951	0.22
☰	META - Meta Platforms Inc.	Add 15.13%	590,625	0.80
☰	GOOGL - Alphabet Inc.	Buy	110,472	2.02
☰	IOT - Samsara Inc	Buy	4,649,140	0.44
☰	LW - Lamb Weston Hldgs Inc.	Buy	179,784	0.11
☰	Z - Zillow Group Inc.	Buy	226,000	0.06
	Q1 2022
☰	RDFN - Redfin Corp	Add 12,532.87%	1,839,324	0.13
☰	DDL - Dingdong Cayman Ltd	Add 1,056.30%	11,091,140	0.15
☰	MNDY - monday.com Ltd.	Add 937.92%	1,875,846	1.12
☰	BZ - Kanzhun Limited	Add 593.39%	6,230,575	0.58
☰	S - Sentinelone Inc	Add 234.87%	4,145,054	0.60
☰	FRSH - Freshworks Inc	Add 200.33%	1,620,842	0.11
☰	TOST - Toast Inc.	Add 181.61%	8,172,463	0.67
☰	LI - Li Auto Inc	Add 167.35%	12,388,725	1.20
☰	XPEV - Xpeng Inc	Add 120.33%	7,495,477	0.78
☰	XYZ - Block Inc.	Add 97.85%	1,354,276	0.69
☰	OLO - Olo Inc	Add 67.91%	1,461,315	0.07
☰	TWLO - Twilio Inc.	Add 67.33%	50,299	0.03
☰	GTLB - Gitlab Inc	Add 31.63%	126,512	0.03
☰	ONEM - 1life Healthcare Inc	Add 28.13%	3,880,134	0.16
☰	SE - Sea Ltd	Add 18.70%	2,129,899	0.96
☰	CVNA - Carvana Co.	Add 17.46%	6,341,360	0.57
☰	CRWD - CrowdStrike Holdings Inc.	Add 16.87%	1,271,818	1.09
☰	SNOW - Snowflake Inc.	Add 13.64%	821,100	0.71
☰	SHOP - Shopify Inc.	Add 13.55%	109,325	0.28
☰	NOW - ServiceNow Inc.	Add 10.82%	238,765	0.50
☰	OZON - Ozon Hldgs Plc	Add 8.55%	548,000	0.02
☰	STRYQ - Starry Group Holdings Inc	Buy	22,018,991	0.69
☰	APO - Apollo Global Management	Buy	744,248	0.17
	Q4 2021
☰	LI - Li Auto Inc	Add 2,015.14%	7,052,989	0.50
☰	CFLT - Confluent Inc	Add 875.99%	3,503,967	0.58
☰	XPEV - Xpeng Inc	Add 858.31%	5,579,000	0.61
☰	RERE - AiHuiShou International Co. Ltd. ADS	Add 828.70%	14,843,700	0.20
☰	TOST - Toast Inc.	Add 260.00%	3,250,000	0.25
☰	OLO - Olo Inc	Add 215.97%	1,470,729	0.07
☰	OZON - Ozon Hldgs Plc	Add 132.80%	3,657,127	0.23
☰	XM - Qualtrics Intl Inc	Add 106.42%	4,214,838	0.32
☰	XYZ - Block Inc.	Add 51.34%	469,500	0.17
☰	DLO - DLocal Ltd	Add 51.00%	1,326,942	0.10
☰	PTON - Peloton Interactive Inc.	Add 41.93%	3,017,749	0.24
☰	COUP - Coupa Software Inc	Add 35.32%	529,410	0.18
☰	ZM - Zoom Video Communications In	Add 28.67%	1,365,810	0.55
☰	ONEM - 1life Healthcare Inc	Add 28.51%	3,060,217	0.12
☰	RNG - Ringcentral Inc	Add 25.25%	998,000	0.41
☰	KNBE - Knowbe4 Inc	Add 24.15%	78,501	0.00
☰	CVNA - Carvana Co.	Add 18.13%	5,574,640	0.56
☰	PLAN - Anaplan Inc	Add 16.79%	215,000	0.02
☰	S - Sentinelone Inc	Add 16.74%	253,000	0.03
☰	SNOW - Snowflake Inc.	Add 16.41%	848,915	0.63
☰	FRSH - Freshworks Inc	Add 15.58%	109,071	0.01
☰	PDD - Pinduoduo Inc.	Add 12.32%	1,731,384	0.22
☰	SE - Sea Ltd	Add 9.37%	976,239	0.48
☰	BLND - Blend Labs Inc	Add 7.71%	1,425,032	0.02
☰	COIN - Coinbase Global Inc.	Add 7.20%	192,790	0.11
☰	DASH - DoorDash Inc.	Add 5.41%	597,400	0.19
☰	JD - JD.com Inc.	Add 5.06%	2,590,046	0.40
☰	DDOG - Datadog Inc	Add 1.19%	62,300	0.02
☰	BABA - Alibaba Group Holdings	Add 0.01%	417	0.00
☰	NU - Nu Holdings Ltd	Buy	265,981,658	5.44
☰	EMBK - Embark Technology Inc	Buy	23,293,320	0.44
☰	6OL - Perimeter Solutions SA	Buy	10,000,000	0.30
☰	WEAV - Weave Communications Inc	Buy	7,426,846	0.25
☰	TASK - Taskus Inc	Buy	1,779,000	0.21
☰	YMM - Full Truck Alliance Spn ADR	Buy	11,466,707	0.21
☰	RIVN - Rivian Automotive Inc	Buy	751,000	0.17
☰	GTLB - Gitlab Inc	Buy	400,000	0.08
☰	MQ - Marqeta Inc	Buy	2,207,000	0.08
☰	BRZE - Braze Inc A	Buy	350,000	0.06
☰	HCP - Hashicorp Inc	Buy	303,937	0.06
☰	NXDR - Nextdoor Holdings Inc	Buy	2,500,000	0.04
☰	AVDX - Avidxchange Holdings Inc	Buy	1,000,000	0.03
☰	GRAB - Grab Holdings Limited	Buy	1,800,000	0.03
☰	EXFY - Expensify Inc	Buy	250,000	0.02
☰	GRABW - Grab Holdings Limited	Buy	360,000	0.00
	Q3 2021
☰	OZON - Ozon Hldgs Plc	Add 267.18%	2,003,861	0.20
☰	BEKE - KE Holdings Inc.	Add 50.81%	1,270,302	0.04
☰	ONTF - On24 Inc	Add 41.25%	660,000	0.03
☰	ONEM - 1life Healthcare Inc	Add 40.85%	3,112,883	0.12
☰	SNOW - Snowflake Inc.	Add 23.45%	982,500	0.57
☰	OSCR - Oscar Health Inc	Add 21.61%	1,335,158	0.04
☰	FUTU - Futu Hldgs Ltd	Add 20.81%	721,846	0.13
☰	ROOT - Root Inc	Add 18.59%	577,479	0.01
☰	ZM - Zoom Video Communications In	Add 11.24%	481,610	0.24
☰	XM - Qualtrics Intl Inc	Add 9.54%	344,992	0.03
☰	DDOG - Datadog Inc	Add 4.97%	248,000	0.07
☰	XYZ - Block Inc.	Add 4.87%	42,500	0.02
☰	SE - Sea Ltd	Add 2.62%	265,400	0.16
☰	WDAY - Workday Inc.	Add 2.21%	91,300	0.04
☰	COIN - Coinbase Global Inc.	Add 1.96%	51,350	0.02
☰	DASH - DoorDash Inc.	Add 1.21%	132,500	0.05
☰	PATH - UiPath, Inc.	Add 1.13%	118,011	0.01
☰	SHOP - Shopify Inc.	Add 1.09%	9,550	0.02
☰	DOCU - DocuSign Inc.	Add 0.39%	28,200	0.01
☰	RNG - Ringcentral Inc	Add 0.33%	13,000	0.01
☰	SUMO - Sumo Logic Inc	Add 0.25%	13,783	0.00
☰	WRBY - Warby Parker Inc.	Buy	15,132,681	1.54
☰	HOOD - Robinhood Mkts Inc	Buy	13,664,001	1.11
☰	BLND - Blend Labs Inc	Buy	18,475,797	0.48
☰	VTEX - Vtex	Buy	11,312,217	0.45
☰	MTTR - Matterport Inc	Buy	7,500,000	0.27
☰	SPIR - Spire Global Inc	Buy	5,000,000	0.12
☰	TOST - Toast Inc.	Buy	1,250,000	0.12
☰	BKSY - BlackSky Technology Inc.	Buy	5,000,000	0.10
☰	AVPT - Avepoint Inc	Buy	5,000,000	0.08
☰	OKLO - Oklo Inc.	Buy	4,000,000	0.08
☰	FRSH - Freshworks Inc	Buy	700,000	0.06
☰	DH - Definitive Healthcare Corp	Buy	600,000	0.05
☰	DNA - Ginkgo Bioworks Holdings Inc.	Buy	2,425,000	0.05
☰	DUOL - Duolingo Inc	Buy	150,000	0.05
☰	JOBY - Joby Aviation Inc.	Buy	2,000,000	0.04
☰	MEKA - Meli Kaszek Pioneer Corp	Buy	1,500,000	0.03
☰	SRAD - Sportradar Group Ag	Buy	750,000	0.03
☰	WRAC.U - Williams Rowland Acquisition	Buy	925,000	0.02
☰	CZOWF - Cazoo Group Ltd	Buy	500,000	0.00
☰	DNABW - Ginkgo Bioworks Holdings Inc	Buy	485,000	0.00
☰	JOBY.WS - Joby Aviation Inc	Buy	500,000	0.00
☰	NABL - N-Able Inc	Buy	100,000	0.00
☰	OKTA - Okta Inc.	Buy	5,590	0.00
	Q2 2021
☰	YQ - 17 Ed & Technology Group Inc	Add 875.26%	4,201,244	0.03
☰	YSG - Yatsen Hldg Ltd	Add 393.76%	22,499,701	0.39
☰	XM - Qualtrics Intl Inc	Add 119.14%	1,965,750	0.14
☰	DASH - DoorDash Inc.	Add 87.95%	5,107,166	1.70
☰	SNOW - Snowflake Inc.	Add 87.72%	1,957,602	0.88
☰	ZM - Zoom Video Communications In	Add 74.80%	1,832,869	1.32
☰	SHOP - Shopify Inc.	Add 68.54%	354,750	0.96
☰	DOCU - DocuSign Inc.	Add 41.33%	2,129,000	1.11
☰	RNG - Ringcentral Inc	Add 18.45%	613,630	0.33
☰	XYZ - Block Inc.	Add 13.25%	102,000	0.05
☰	PTON - Peloton Interactive Inc.	Add 12.32%	968,392	0.22
☰	OSCR - Oscar Health Inc	Add 11.14%	619,419	0.03
☰	GDRX - Goodrx Hldgs Inc	Add 9.32%	200,000	0.01
☰	SE - Sea Ltd	Add 6.76%	643,000	0.33
☰	CVNA - Carvana Co.	Add 5.69%	1,711,000	0.19
☰	DDOG - Datadog Inc	Add 4.95%	235,437	0.05
☰	COUP - Coupa Software Inc	Add 4.53%	65,000	0.03
☰	FUTU - Futu Hldgs Ltd	Add 3.83%	128,000	0.04
☰	NFLX - Netflix Inc.	Add 2.86%	30,200	0.03
☰	NOW - ServiceNow Inc.	Add 2.33%	50,240	0.05
☰	SUMO - Sumo Logic Inc	Add 1.57%	85,680	0.00
☰	STNE - Stoneco Ltd	Add 1.14%	8,685	0.00
☰	PCOR - Procore Technologies Inc.	Buy	9,525,439	1.69
☰	PATH - UiPath, Inc.	Buy	10,423,632	1.32
☰	COIN - Coinbase Global Inc.	Buy	2,625,294	1.24
☰	DV - DoubleVerify Holdings, Inc.	Buy	13,842,494	1.09
☰	IS - Ironsource Ltd	Buy	20,500,000	0.40
☰	BHG - Bright Health Group Inc	Buy	11,847,808	0.38
☰	DLO - DLocal Ltd	Buy	2,602,000	0.25
☰	APP - Applovin Corp.	Buy	928,000	0.13
☰	S - Sentinelone Inc	Buy	1,511,801	0.12
☰	JTKWY - Just Eat Takeaway Com N V	Buy	3,197,957	0.11
☰	KPLT - Katapult Holdings Inc	Buy	5,000,000	0.10
☰	BZ - Kanzhun Limited	Buy	1,050,000	0.08
☰	DOCS - Doximity Inc.	Buy	750,000	0.08
☰	MNDY - monday.com Ltd.	Buy	200,000	0.08
☰	RERE - AiHuiShou International Co. Ltd. ADS	Buy	2,750,000	0.08
☰	SQSP - Squarespace Inc	Buy	730,777	0.08
☰	DDL - Dingdong Cayman Ltd	Buy	1,050,000	0.07
☰	DIDIY - Didi Global Inc	Buy	2,000,000	0.05
☰	LITTU - Logistics Innovtn Technlgs C	Buy	2,800,000	0.05
☰	TCVA - Tcv Acquisition Corp	Buy	2,500,000	0.05
☰	CFLT - Confluent Inc	Buy	400,000	0.04
☰	MNTV - Momentive Global Inc	Buy	698,871	0.03
☰	EDR - Endeavor Group Hldgs Inc	Buy	400,000	0.02
☰	KNBE - Knowbe4 Inc	Buy	325,000	0.02
☰	ALKT - Alkami Technology Inc	Buy	150,000	0.01
☰	SPLK - Splunk Inc	Buy	45,228	0.01
	Q1 2021
☰	ADBE - Adobe Inc.	Add 340.30%	570,000	0.63
☰	DASH - DoorDash Inc.	Add 263.82%	4,210,568	1.28
☰	DOCU - DocuSign Inc.	Add 190.52%	3,378,000	1.58
☰	SHOP - Shopify Inc.	Add 167.03%	323,734	0.83
☰	COUP - Coupa Software Inc	Add 115.64%	769,000	0.45
☰	ONEM - 1life Healthcare Inc	Add 93.89%	3,690,000	0.33
☰	XYZ - Block Inc.	Add 88.49%	361,500	0.19
☰	ZM - Zoom Video Communications In	Add 69.57%	1,005,231	0.75
☰	NOW - ServiceNow Inc.	Add 31.22%	513,000	0.59
☰	SNOW - Snowflake Inc.	Add 27.26%	478,055	0.25
☰	ASAN - Asana Inc	Add 19.08%	461,748	0.03
☰	MSFT - Microsoft Corp.	Add 15.40%	1,831,000	1.00
☰	SE - Sea Ltd	Add 3.02%	279,000	0.14
☰	AG31 - Apollo Global Mgmt Inc	Add 2.95%	1,000,000	0.11
☰	SUMO - Sumo Logic Inc	Add 1.05%	56,500	0.00
☰	PLAN - Anaplan Inc	Add 0.00%	1	0.00
☰	PTON - Peloton Interactive Inc.	Add 0.00%	14	0.00
☰	RBLX - Roblox Corp.	Buy	40,428,863	6.07
☰	FUTU - Futu Hldgs Ltd	Buy	3,340,000	1.23
☰	CPNG - Coupang Inc.	Buy	3,571,428	0.41
☰	OSCR - Oscar Health Inc	Buy	5,559,990	0.35
☰	PLTK - Playtika Hldg Corp	Buy	5,500,000	0.35
☰	ONTF - On24 Inc	Buy	1,600,000	0.18
☰	DOCN - DigitalOcean Holdings Inc.	Buy	1,700,000	0.17
☰	BMBL - Bumble Inc	Buy	1,000,000	0.14
☰	TUYA - Tuya Inc	Buy	2,850,000	0.14
☰	XM - Qualtrics Intl Inc	Buy	1,650,000	0.13
☰	TBA - Thoma Bravo Advantage	Buy	4,000,000	0.10
☰	ROOT - Root Inc	Buy	3,106,976	0.09
☰	SRNGU - Soaring Eagle Acquisition Co	Buy	2,425,000	0.06
☰	AGCB - Altimeter Growth Corp 2	Buy	1,996,000	0.05
☰	REVHU - Revolution Healthcar Aq Corp	Buy	2,250,000	0.05
☰	SVFAU - Svf Investment Corp	Buy	2,000,000	0.05
☰	LMACU - Liberty Media Acquisition Co	Buy	1,700,000	0.04
☰	OLO - Olo Inc	Buy	681,000	0.04
☰	AFRM - Affirm Holdings Inc.	Buy	200,000	0.03
☰	LDHAU - Ldh Growth Corp I	Buy	960,000	0.02
☰	LEGAU - Lead Edge Growth Oprtunts Lt	Buy	1,000,000	0.02
☰	PAQCU - Provident Acquisition Corp	Buy	800,000	0.02
☰	SVFB - Svf Investment Corp 2	Buy	775,000	0.02
☰	SEMR - Semrush Hldgs Inc	Buy	10,000	0.00
	Q4 2020
☰	API - Agora Inc	Add 2,365.89%	1,656,123	0.17
☰	DOCU - DocuSign Inc.	Add 491.00%	1,473,000	0.85
☰	ASAN - Asana Inc	Add 161.22%	1,493,252	0.11
☰	SHOP - Shopify Inc.	Add 121.50%	106,315	0.31
☰	EGHT - 8x8 Inc New	Add 81.82%	4,050,000	0.36
☰	UBER - Uber Technologies Inc.	Add 78.14%	12,142,683	1.60
☰	GDRX - Goodrx Hldgs Inc	Add 53.21%	745,000	0.08
☰	SNOW - Snowflake Inc.	Add 40.29%	503,597	0.37
☰	WDAY - Workday Inc.	Add 11.41%	422,679	0.26
☰	SE - Sea Ltd	Add 10.37%	867,265	0.45
☰	NOW - ServiceNow Inc.	Add 10.35%	154,100	0.22
☰	MSFT - Microsoft Corp.	Add 4.19%	478,000	0.27
☰	AMZN - Amazon.com Inc.	Add 1.37%	165,900	0.07
☰	PTON - Peloton Interactive Inc.	Add 1.03%	80,100	0.03
☰	DASH - DoorDash Inc.	Buy	1,596,000	0.59
☰	COUP - Coupa Software Inc	Buy	665,000	0.58
☰	ONEM - 1life Healthcare Inc	Buy	3,930,000	0.44
☰	AI - C3 Ai Inc	Buy	1,000,000	0.36
☰	ABNB - Airbnb Inc.	Buy	650,000	0.25
☰	YSG - Yatsen Hldg Ltd	Buy	5,714,000	0.25
☰	XYZ - Block Inc.	Buy	408,500	0.23
☰	INTU - Intuit Inc.	Buy	221,287	0.22
☰	MSP - Datto Hldg Corp	Buy	1,500,000	0.10
☰	ASO - Academy Sports and Outdoors Inc.	Buy	1,750,000	0.09
☰	OZON - Ozon Hldgs Plc	Buy	750,000	0.08
☰	9930825D - Ajax I	Buy	2,000,000	0.06
☰	AGCUU - Altimeter Growth Corp	Buy	1,800,000	0.06
☰	YQ - 17 Ed & Technology Group Inc	Buy	480,000	0.02
	Q3 2020
☰	DNK - Phoenix Tree Hldgs Ltd	Add 1,869.52%	34,586,075	0.41
☰	PDD - Pinduoduo Inc.	Add 133.73%	8,155,066	1.72
☰	NOW - ServiceNow Inc.	Add 105.93%	765,900	1.05
☰	59A - Atlassian Corp Plc	Add 82.93%	1,252,241	0.65
☰	UBER - Uber Technologies Inc.	Add 55.78%	5,564,000	0.58
☰	CRWD - CrowdStrike Holdings Inc.	Add 49.48%	2,495,000	0.97
☰	PTON - Peloton Interactive Inc.	Add 46.75%	2,477,750	0.70
☰	SHOP - Shopify Inc.	Add 25.00%	17,501	0.05
☰	WDAY - Workday Inc.	Add 23.08%	694,771	0.42
☰	MA - Mastercard Inc.	Add 16.49%	102,500	0.10
☰	ZM - Zoom Video Communications In	Add 11.48%	187,300	0.25
☰	MSFT - Microsoft Corp.	Add 3.66%	402,583	0.24
☰	AMZN - Amazon.com Inc.	Add 1.98%	235,400	0.11
☰	SNOW - Snowflake Inc.	Buy	1,250,000	0.89
☰	GOTU - Gsx Techedu Inc	Buy	3,020,769	0.77
☰	BEKE - KE Holdings Inc.	Buy	2,500,000	0.44
☰	SUMO - Sumo Logic Inc	Buy	5,391,187	0.33
☰	CMRC - Bigcommerce Hldgs Inc	Buy	1,350,000	0.32
☰	JAMF - Jamf Hldg Corp	Buy	2,778,778	0.30
☰	FROG - JFrog Ltd	Buy	1,000,000	0.24
☰	GDRX - Goodrx Hldgs Inc	Buy	1,400,000	0.22
☰	CD - Chindata Group Hldgs Ltd	Buy	1,850,000	0.09
☰	ASAN - Asana Inc	Buy	926,202	0.08
☰	RTP.U - Reinvent Technology Partners	Buy	2,000,000	0.07
☰	NCNO - Ncino Inc	Buy	275,000	0.06
☰	DCT - Duck Creek Technologies Inc	Buy	350,000	0.05
☰	XPEV - Xpeng Inc	Buy	650,000	0.04
☰	AMWL - American Well Corp	Buy	400,000	0.03
☰	LI - Li Auto Inc	Buy	350,000	0.02
☰	VERX - Vertex Inc	Buy	325,000	0.02
☰	OM - Outset Med Inc	Buy	55,000	0.01
☰	YALA - Yalla Group Ltd	Buy	350,000	0.01
☰	OSH - Oak Str Health Inc	Buy	25,000	0.00
	Q2 2020
☰	CRWD - CrowdStrike Holdings Inc.	Add 1,916.80%	4,792,000	1.88
☰	CRM - Salesforce.com	Add 105.78%	1,197,596	0.88
☰	ZM - Zoom Video Communications In	Add 32.97%	404,400	0.40
☰	WDAY - Workday Inc.	Add 29.85%	692,000	0.51
☰	NOW - ServiceNow Inc.	Add 29.64%	165,300	0.26
☰	DDOG - Datadog Inc	Add 29.25%	1,076,428	0.37
☰	PTON - Peloton Interactive Inc.	Add 27.61%	1,146,604	0.26
☰	SPOT - Spotify Technology S.A.	Add 16.33%	447,109	0.45
☰	AMZN - Amazon.com Inc.	Add 7.37%	814,200	0.44
☰	PDD - Pinduoduo Inc.	Add 2.75%	162,996	0.05
☰	MSFT - Microsoft Corp.	Add 2.01%	217,367	0.17
☰	JD - JD.com Inc.	Add 1.97%	1,000,000	0.24
☰	GTM - Zoominfo Technologies Inc	Buy	150,000	0.03
☰	API - Agora Inc	Buy	70,000	0.01
☰	DADA - Dada Nexus Ltd	Buy	50,000	0.00
☰	KC - Kingsoft Cloud Hldgs Ltd	Buy	10,000	0.00
	Q1 2020
☰	WDAY - Workday Inc.	Add 733.81%	2,040,000	1.62
☰	DDOG - Datadog Inc	Add 717.90%	3,230,572	0.71
☰	PLAN - Anaplan Inc	Add 210.20%	4,608,503	0.85
☰	CRM - Salesforce.com	Add 53.19%	393,104	0.35
☰	BABA - Alibaba Group Holdings	Add 27.76%	976,000	1.16
☰	CVNA - Carvana Co.	Add 22.39%	5,500,000	0.37
☰	MA - Mastercard Inc.	Add 16.37%	102,500	0.15
☰	ADBE - Adobe Inc.	Add 13.42%	20,000	0.04
☰	META - Meta Platforms Inc.	Add 5.18%	431,000	0.44
☰	RNG - Ringcentral Inc	Add 0.88%	29,170	0.04
☰	ATH - Athene Hldg Ltd	Buy	7,464,626	1.13
☰	PTON - Peloton Interactive Inc.	Buy	4,153,304	0.67
☰	DNK - Phoenix Tree Hldgs Ltd	Buy	1,850,000	0.10
	Q4 2019
☰	ESTC - Elastic N V	Add 444.69%	3,281,843	1.18
☰	UBER - Uber Technologies Inc.	Add 224.34%	14,950,464	2.48
☰	PDD - Pinduoduo Inc.	Add 173.19%	3,762,534	0.79
☰	59A - Atlassian Corp Plc	Add 149.17%	903,999	0.60
☰	MDB - MongoDB Inc.	Add 119.95%	1,042,345	0.76
☰	WDAY - Workday Inc.	Add 113.85%	148,000	0.13
☰	PLAN - Anaplan Inc	Add 81.64%	985,400	0.29
☰	TWLO - Twilio Inc.	Add 76.65%	827,000	0.45
☰	WORK - Slack Technologies Inc	Add 67.06%	805,447	0.10
☰	MA - Mastercard Inc.	Add 13.83%	76,068	0.13
☰	SMAR - Smartsheet Inc	Add 6.50%	287,226	0.07
☰	EGHT - 8x8 Inc New	Add 4.65%	220,000	0.02
☰	RUN - Sunrun Inc	Add 3.69%	1,059,257	0.08
☰	ZM - Zoom Video Communications In	Add 2.22%	26,600	0.01
☰	RNG - Ringcentral Inc	Add 1.05%	34,200	0.03
☰	PYPL - PayPal Holdings Inc.	Buy	2,448,000	1.48
☰	GOOGL - Alphabet Inc.	Buy	106,360	0.79
☰	CDLX - Cardlytics Inc.	Buy	45,510	0.16
☰	XP - XP Inc.	Buy	200,000	0.04
☰	BILL - Bill Com Hldgs Inc	Buy	80,000	0.02
	Q3 2019
☰	MDB - MongoDB Inc.	Add 118.88%	471,955	0.30
☰	PDD - Pinduoduo Inc.	Add 99.68%	1,084,470	0.19
☰	SMAR - Smartsheet Inc	Add 95.94%	2,163,474	0.42
☰	BABA - Alibaba Group Holdings	Add 79.71%	3,451,017	3.10
☰	CVNA - Carvana Co.	Add 73.55%	10,410,690	0.74
☰	RUN - Sunrun Inc	Add 31.30%	6,845,600	0.62
☰	META - Meta Platforms Inc.	Add 25.02%	2,246,000	2.15
☰	59A - Atlassian Corp Plc	Add 16.56%	86,095	0.06
☰	ZEN - Zendesk Inc	Add 9.07%	245,000	0.10
☰	RNG - Ringcentral Inc	Add 8.66%	260,000	0.18
☰	CRM - Salesforce.com	Add 5.29%	121,000	0.10
☰	AG31 - Apollo Global Mgmt Inc	Buy	37,663,500	7.66
☰	NEWR - New Relic Inc	Buy	2,920,000	0.96
☰	PLAN - Anaplan Inc	Buy	1,207,000	0.31
☰	W - Wayfair Inc.	Buy	510,000	0.31
☰	WORK - Slack Technologies Inc	Buy	1,201,063	0.15
☰	BYND - Beyond Meat Inc	Buy	175,000	0.14
☰	WDAY - Workday Inc.	Buy	130,000	0.12
☰	DDOG - Datadog Inc	Buy	450,000	0.08
☰	DT - Dynatrace Inc.	Buy	500,000	0.05
☰	DOYU - Douyu International Hldngs L	Buy	400,000	0.02
☰	LVGO - Livongo Health Inc	Buy	250,000	0.02
☰	NET - Cloudflare Inc	Buy	175,000	0.02
☰	HCAT - Health Catalyst Inc	Buy	50,000	0.01
☰	MDLA - Medallia Inc	Buy	50,000	0.01
	Q2 2019
☰	SMAR - Smartsheet Inc	Add 880.43%	2,025,000	0.54
☰	RNG - Ringcentral Inc	Add 121.58%	1,647,734	1.04
☰	MDB - MongoDB Inc.	Add 70.90%	164,700	0.14
☰	CVNA - Carvana Co.	Add 38.09%	3,903,845	0.27
☰	RUN - Sunrun Inc	Add 17.68%	3,285,000	0.34
☰	MSFT - Microsoft Corp.	Add 14.96%	1,988,100	1.46
☰	STLA - Stellantis N.V.	Add 6.74%	5,951,971	0.45
☰	59A - Atlassian Corp Plc	Add 3.98%	19,906	0.01
☰	TWLO - Twilio Inc.	Add 2.76%	29,000	0.02
☰	NFLX - Netflix Inc.	Add 1.75%	37,000	0.07
☰	META - Meta Platforms Inc.	Add 1.55%	136,983	0.15
☰	UBER - Uber Technologies Inc.	Buy	6,664,323	1.70
☰	GDS - GDS Holdings Ltd	Buy	5,730,659	1.18
☰	ZM - Zoom Video Communications In	Buy	1,200,000	0.58
☰	LINX - Linx S A	Buy	3,350,000	0.17
☰	CHWY - Chewy, Inc.	Buy	800,000	0.15
☰	CRWD - CrowdStrike Holdings Inc.	Buy	250,000	0.09
☰	FSLY - Fastly Inc.	Buy	400,000	0.04
☰	PD - Pagerduty Inc	Buy	150,000	0.04
☰	LKNCY - Luckin Coffee Inc	Buy	300,000	0.03
☰	REAL - RealReal Inc.	Buy	70,000	0.01
	Q1 2019
☰	META - Meta Platforms Inc.	Add 64.52%	3,466,117	3.24
☰	NFLX - Netflix Inc.	Add 42.82%	632,510	1.27
☰	SE - Sea Ltd	Add 10.57%	1,300,000	0.17
☰	STLA - Stellantis N.V.	Add 8.95%	7,251,757	0.60
☰	BABA - Alibaba Group Holdings	Add 5.22%	214,600	0.22
☰	RUN - Sunrun Inc	Add 4.30%	766,201	0.06
☰	MSFT - Microsoft Corp.	Add 0.95%	125,000	0.08
☰	RNG - Ringcentral Inc	Buy	1,355,266	0.82
☰	TWLO - Twilio Inc.	Buy	1,050,000	0.76
☰	CVNA - Carvana Co.	Buy	10,250,000	0.67
☰	EGHT - 8x8 Inc New	Buy	4,730,000	0.54
☰	MDB - MongoDB Inc.	Buy	232,300	0.19
☰	SMAR - Smartsheet Inc	Buy	230,000	0.05
	Q4 2018
☰	ADBE - Adobe Inc.	Add 97.40%	509,400	0.78
☰	FLT - Fleetcor Technologies Inc	Add 59.87%	671,100	0.84
☰	STLA - Stellantis N.V.	Add 30.36%	18,875,000	1.84
☰	RUN - Sunrun Inc	Add 19.66%	2,927,397	0.22
☰	META - Meta Platforms Inc.	Add 16.25%	751,000	0.67
☰	ZEN - Zendesk Inc	Add 15.49%	486,719	0.19
☰	JD - JD.com Inc.	Add 14.91%	7,515,511	1.06
☰	TDG - TransDigm Group Inc.	Add 12.04%	222,000	0.51
☰	APO - Apollo Global Management	Add 9.41%	3,240,693	0.54
☰	SE - Sea Ltd	Add 7.31%	837,500	0.06
☰	MSFT - Microsoft Corp.	Add 0.47%	61,400	0.04
☰	SPOT - Spotify Technology S.A.	Add 0.02%	2,130	0.00
☰	STNE - Stoneco Ltd	Buy	10,597,754	1.32
☰	TME - Tencent Music Entertainment Group	Buy	5,177,517	0.46
☰	ESTC - Elastic N V	Buy	738,000	0.36
☰	SWI - Solarwinds Corp	Buy	200,000	0.02
	Q3 2018
☰	MDB - MongoDB Inc.	Add 1,295.44%	647,719	0.26
☰	SWCH - Switch Inc	Add 174.44%	1,570,000	0.08
☰	STLA - Stellantis N.V.	Add 138.66%	36,120,711	3.06
☰	ADBE - Adobe Inc.	Add 82.23%	236,000	0.31
☰	BABA - Alibaba Group Holdings	Add 45.55%	2,025,091	1.61
☰	SE - Sea Ltd	Add 40.65%	3,312,542	0.22
☰	JD - JD.com Inc.	Add 23.59%	9,622,535	1.21
☰	TAL - TAL Education Group	Add 16.24%	1,634,423	0.20
☰	NOW - ServiceNow Inc.	Add 7.94%	121,000	0.11
☰	RUN - Sunrun Inc	Add 6.83%	952,196	0.06
☰	BKNG - Booking Holdings Inc.	Add 0.61%	99,750	0.04
☰	EB - Eventbrite Inc	Buy	14,364,271	2.64
☰	SVMKUSD - Svmk Inc	Buy	30,472,085	2.36
☰	AAPL - Apple Inc.	Buy	1,024,000	1.12
☰	ZEN - Zendesk Inc	Buy	3,143,000	1.08
☰	TWLO - Twilio Inc.	Buy	1,030,000	0.43
☰	PDD - Pinduoduo Inc.	Buy	1,300,000	0.17
☰	FTCHQ - Farfetch Ltd	Buy	500,000	0.07
☰	TENB - Tenable Hldgs Inc	Buy	150,000	0.03
	Q2 2018
☰	NOW - ServiceNow Inc.	Add 325.96%	1,166,300	1.09
☰	SE - Sea Ltd	Add 250.00%	5,820,322	0.47
☰	RUN - Sunrun Inc	Add 142.69%	8,194,606	0.58
☰	MELI - Mercadolibre Inc.	Add 86.82%	690,836	1.11
☰	VXXEUR - Barclays Bk Plc	Add 69.22%	360,606	0.07
☰	BEDU - Bright Scholar Ed Hldgs Ltd	Add 27.72%	437,760	0.04
☰	TWTR - Twitter Inc	Add 23.80%	2,251,031	0.53
☰	BABA - Alibaba Group Holdings	Add 16.22%	620,574	0.62
☰	META - Meta Platforms Inc.	Add 6.23%	309,745	0.32
☰	CRM - Salesforce.com	Add 4.43%	100,000	0.07
☰	ADSK - Autodesk Inc.	Add 2.75%	62,000	0.04
☰	BILI - Bilibili Inc	Add 0.49%	28,695	0.00
☰	APO - Apollo Global Management	Add 0.29%	100,000	0.02
☰	SPOT - Spotify Technology S.A.	Buy	12,802,361	11.60
☰	COUP - Coupa Software Inc	Buy	1,415,000	0.47
☰	ADBE - Adobe Inc.	Buy	287,000	0.38
☰	GDS - GDS Holdings Ltd	Buy	1,547,020	0.33
☰	HUYA - Huya Inc	Buy	1,106,991	0.20
☰	PVTL - Pivotal Software Inc	Buy	1,300,000	0.17
☰	DOCU - DocuSign Inc.	Buy	300,000	0.09
☰	NEW - Puxin Ltd	Buy	700,000	0.08
☰	AVLR - Avalara Inc	Buy	100,000	0.03
☰	DAY - Ceridian Hcm Hldg Inc	Buy	170,000	0.03
	Q1 2018
☰	CRM - Salesforce.com	Add 203.09%	1,513,000	1.20
☰	META - Meta Platforms Inc.	Add 105.04%	2,545,238	2.77
☰	TDG - TransDigm Group Inc.	Add 44.07%	845,895	1.77
☰	MSFT - Microsoft Corp.	Add 37.76%	3,620,414	2.25
☰	NFLX - Netflix Inc.	Add 22.98%	403,151	0.81
☰	STLA - Stellantis N.V.	Add 17.74%	3,924,289	0.55
☰	AMZN - Amazon.com Inc.	Add 7.26%	1,620,000	0.80
☰	ADSK - Autodesk Inc.	Add 4.40%	95,000	0.08
☰	JD - JD.com Inc.	Add 1.61%	655,351	0.18
☰	DPZ - Dominos Pizza Inc.	Add 1.46%	30,300	0.05
☰	BABA - Alibaba Group Holdings	Add 0.63%	23,800	0.03
☰	APO - Apollo Global Management	Add 0.29%	100,000	0.02
☰	BKNG - Booking Holdings Inc.	Buy	16,428,050	9.32
☰	MELI - Mercadolibre Inc.	Buy	795,665	1.93
☰	TWTR - Twitter Inc	Buy	9,458,469	1.87
☰	BILI - Bilibili Inc	Buy	5,810,227	0.44
☰	RUN - Sunrun Inc	Buy	5,743,000	0.35
☰	SE - Sea Ltd	Buy	2,328,136	0.18
☰	BEDU - Bright Scholar Ed Hldgs Ltd	Buy	1,578,947	0.17
☰	IQ - Iqiyi Inc	Buy	1,000,000	0.11
☰	ARCC - Ares Cap Corp	Buy	719,620	0.08
☰	DBX - Dropbox Inc	Buy	200,000	0.04
☰	STG - Sunlands Online Ed Group	Buy	300,000	0.02
☰	UAL - United Airlines Holdings Inc.	Buy	22,488	0.01
	Q4 2017
☰	ADSK - Autodesk Inc.	Add 76.80%	938,523	0.80
☰	VXXEUR - Barclays Bk Plc	Add 71.29%	216,833	0.05
☰	NOW - ServiceNow Inc.	Add 55.52%	294,999	0.31
☰	META - Meta Platforms Inc.	Add 34.10%	616,177	0.89
☰	TAL - TAL Education Group	Add 2.16%	212,802	0.05
☰	APO - Apollo Global Management	Add 0.51%	173,000	0.05
☰	GOOG - Alphabet Inc. CL C	Buy	73,320	0.63
☰	CRM - Salesforce.com	Buy	745,000	0.62
☰	GOOGL - Alphabet Inc.	Buy	72,290	0.62
☰	SWCH - Switch Inc	Buy	900,000	0.13
☰	CTRP - Ctrip Com Intl Ltd	Buy	295,000	0.11
☰	2452928D - Rise Ed Cayman Ltd	Buy	500,000	0.06
☰	HTT - Qudian Inc	Buy	330,000	0.03
☰	MDB - MongoDB Inc.	Buy	50,000	0.01
☰	SOGO - Sogou Inc	Buy	150,000	0.01
	Q3 2017
☰	NFLX - Netflix Inc.	Add 711.30%	2,677,347	3.37
☰	TAL - TAL Education Group	Add 500.00%	8,212,030	1.92
☰	META - Meta Platforms Inc.	Add 240.30%	1,276,000	1.51
☰	QSR - Restaurant Brands International Inc.	Add 35.04%	648,752	0.29
☰	AMZN - Amazon.com Inc.	Add 23.72%	5,896,400	1.96
☰	FLT - Fleetcor Technologies Inc	Add 22.63%	515,750	0.55
☰	STLA - Stellantis N.V.	Add 18.55%	3,883,300	0.48
☰	DPZ - Dominos Pizza Inc.	Add 16.40%	328,000	0.45
☰	JD - JD.com Inc.	Add 12.32%	5,384,776	1.43
☰	BABA - Alibaba Group Holdings	Add 4.39%	190,825	0.23
☰	APO - Apollo Global Management	Add 3.54%	1,164,595	0.24
☰	DESP - Despegar Com Corp	Buy	30,204,172	6.70
☰	RDFN - Redfin Corp	Buy	7,690,091	1.34
☰	ADSK - Autodesk Inc.	Buy	1,222,000	0.95
☰	WB - Weibo Corp.	Buy	910,000	0.62
☰	NOW - ServiceNow Inc.	Buy	531,301	0.43
☰	SINA - Sina Corp	Buy	529,107	0.42
☰	ROKU - Roku Inc.	Buy	1,500,000	0.28
☰	VXXEUR - Barclays Bk Plc	Buy	304,136	0.08
☰	9RE - Ryb Ed Inc	Buy	35,000	0.01
	Q2 2017
☰	MSFT - Microsoft Corp.	Add 395.16%	8,369,500	5.12
☰	FLT - Fleetcor Technologies Inc	Add 62.80%	879,049	1.12
☰	TDG - TransDigm Group Inc.	Add 57.44%	1,459,272	3.48
☰	APO - Apollo Global Management	Add 40.93%	9,550,313	2.24
☰	CMCSA - Comcast Corp.	Add 39.42%	2,050,000	0.71
☰	AWI - Armstrong World Industries Inc.	Add 8.17%	134,431	0.06
☰	NETS - Netshoes Cayman Ltd	Buy	8,865,903	1.50
☰	OPTU - Optimum Communications Inc.	Buy	1,150,000	0.33
☰	JCP* - Penney J C Inc	Buy	850,000	0.04
☰	CLDR - Cloudera Inc	Buy	50,000	0.01
☰	OKTA - Okta Inc.	Buy	60,000	0.01
	Q1 2017
☰	TDG - TransDigm Group Inc.	Add 492.56%	2,111,957	4.80
☰	DPZ - Dominos Pizza Inc.	Add 373.72%	2,288,235	4.35
☰	CMCSA - Comcast Corp.	Add 100.00%	2,600,000	1.01
☰	META - Meta Platforms Inc.	Add 92.26%	338,396	0.49
☰	NTES - NetEase.com Inc.	Add 44.79%	85,969	0.25
☰	TAL - TAL Education Group	Add 39.14%	497,684	0.55
☰	AWI - Armstrong World Industries Inc.	Add 7.52%	115,000	0.05
☰	QSR - Restaurant Brands International Inc.	Add 5.65%	130,000	0.07
☰	JD - JD.com Inc.	Add 0.87%	398,153	0.13
☰	APO - Apollo Global Management	Buy	23,334,899	5.86
☰	TDOC - Teladoc Inc	Buy	4,898,792	1.26
☰	AMT - American Tower Corp.	Buy	605,000	0.76
☰	NFLX - Netflix Inc.	Buy	429,000	0.65
☰	ELF - E L F Beauty Inc	Buy	425,000	0.13
☰	FPI - Farmland Partners Inc	Buy	44,502	0.01
	Q4 2016
☰	JMEI - Jumei Intl Hldg Ltd	Add 364.39%	1,945,251	0.13
☰	V - Visa Inc.	Add 90.40%	542,200	0.54
☰	AWI - Armstrong World Industries Inc.	Add 76.03%	660,841	0.35
☰	JD - JD.com Inc.	Add 36.83%	12,326,046	3.98
☰	PCLN - Priceline Grp Inc	Add 36.42%	335,323	6.24
☰	FLT - Fleetcor Technologies Inc	Add 21.45%	515,904	0.93
☰	QSR - Restaurant Brands International Inc.	Add 7.18%	154,265	0.09
☰	AMZN - Amazon.com Inc.	Add 2.93%	787,620	0.38
☰	STLA - Stellantis N.V.	Buy	52,740,079	6.11
☰	GOOGL - Alphabet Inc.	Buy	186,100	1.87
☰	MSFT - Microsoft Corp.	Buy	2,118,000	1.67
☰	TDG - TransDigm Group Inc.	Buy	428,771	1.36
☰	DPZ - Dominos Pizza Inc.	Buy	612,289	1.24
☰	TAL - TAL Education Group	Buy	1,271,601	1.13
☰	MELI - Mercadolibre Inc.	Buy	545,346	1.08
☰	NLOK - Symantec Corp	Buy	2,630,000	0.80
☰	META - Meta Platforms Inc.	Buy	366,800	0.54
☰	NTES - NetEase.com Inc.	Buy	191,954	0.52
☰	ZTO - ZTO Express	Buy	994,400	0.15
	Q3 2016
☰	AAPL - Apple Inc.	Add 161.33%	2,226,013	3.69
☰	PCLN - Priceline Grp Inc	Add 22.76%	170,669	3.68
☰	MA - Mastercard Inc.	Add 1.61%	30,173	0.04
☰	BABA - Alibaba Group Holdings	Buy	5,373,553	8.32
☰	GOOG - Alphabet Inc. CL C	Buy	283,877	3.23
☰	CMCSA - Comcast Corp.	Buy	2,635,039	2.56
☰	VIPS - Vipshop Holdings	Buy	7,300,568	1.57
☰	V - Visa Inc.	Buy	599,800	0.73
☰	AWI - Armstrong World Industries Inc.	Buy	869,159	0.53
☰	WUBA - 58 Com Inc	Buy	195,069	0.14
☰	JMEI - Jumei Intl Hldg Ltd	Buy	533,834	0.05
	Q2 2016
☰	CHTR - Charter Communications	Add 116.90%	2,292,414	10.35
☰	AMZN - Amazon.com Inc.	Add 40.48%	8,437,740	5.96
☰	PCLN - Priceline Grp Inc	Add 36.14%	199,102	4.91
☰	QSR - Restaurant Brands International Inc.	Add 1.47%	36,213	0.03
	Q1 2016
☰	CHTR - Charter Communications	Add 180.55%	1,262,000	3.68
☰	EHIC - Ehi Car Svcs Ltd	Add 77.28%	3,633,333	0.65
☰	ETSY - Etsy Inc	Add 28.97%	2,491,426	0.31
☰	I5X - Intrexon Corp	Add 24.97%	418,199	0.20
☰	Z - Zillow Group Inc.	Buy	996,708	0.34
	Q4 2015
☰	EHIC - Ehi Car Svcs Ltd	Add 1,310.46%	4,368,197	0.46
☰	VIPS - Vipshop Holdings	Add 183.87%	32,062,328	4.02
☰	CHTR - Charter Communications	Add 121.90%	383,980	0.58
☰	SPLK - Splunk Inc	Add 91.72%	1,000,000	0.48
☰	TWC - Time Warner Cable Inc	Add 57.48%	333,400	0.51
☰	JD - JD.com Inc.	Add 3.63%	2,086,505	0.55
☰	ONDK - On Deck Cap Inc	Add 0.73%	50,000	0.00
☰	AAPL - Apple Inc.	Buy	10,600,000	9.16
☰	PCLN - Priceline Grp Inc	Buy	758,389	7.93
☰	QSR - Restaurant Brands International Inc.	Buy	6,402,200	1.96
☰	XYZ - Block Inc.	Buy	6,947,877	0.75
☰	P - Pure Storage Inc	Buy	5,242,615	0.67
☰	TAL - TAL Education Group	Buy	1,715,000	0.65
☰	I5X - Intrexon Corp	Buy	1,675,000	0.41
☰	QUNR - Qunar Cayman Is Ltd	Buy	700,000	0.30
☰	MSFT - Microsoft Corp.	Buy	410,000	0.19
☰	59A - Atlassian Corp Plc	Buy	500,000	0.12
☰	CALM - Cal-Maine Foods Inc.	Buy	70,394	0.03
☰	AFCO - American Farmland Co	Buy	60,000	0.00
	Q3 2015
☰	NFLX - Netflix Inc.	Add 600.00%	15,426,234	20.37
☰	AMZN - Amazon.com Inc.	Add 327.52%	48,931,800	16.01
☰	FLT - Fleetcor Technologies Inc	Add 47.36%	1,468,700	2.58
☰	VIPS - Vipshop Holdings	Add 15.77%	2,375,600	0.51
☰	BUD - Anheuser-Busch InBev	Buy	1,885,000	2.56
☰	TWC - Time Warner Cable Inc	Buy	580,000	1.33
☰	E1OA - Eros Intl Plc	Buy	1,200,000	0.42
☰	ANET - Arista Networks Inc.	Buy	400,000	0.31
	Q2 2015
☰	NFLX - Netflix Inc.	Add 1,549.40%	2,415,162	16.76
☰	JD - JD.com Inc.	Add 235.43%	49,254,282	17.74
☰	PCLN - Priceline Grp Inc	Add 75.48%	313,122	3.81
☰	KATE - Kate Spade & Co	Add 73.37%	2,623,835	0.60
☰	DATA - Tableau Software Inc	Add 39.10%	659,787	0.80
☰	AMZN - Amazon.com Inc.	Buy	14,940,000	3.42
☰	ETSY - Etsy Inc	Buy	10,000,000	1.48
☰	TRIP - TripAdvisor Inc.	Buy	1,222,425	1.13
☰	SPLK - Splunk Inc	Buy	1,090,300	0.80
☰	IPXL - Impax Laboratories Inc	Buy	430,000	0.21
☰	FIT - Fitbit Inc	Buy	500,000	0.20
☰	EHIC - Ehi Car Svcs Ltd	Buy	333,333	0.05
☰	SHOP - Shopify Inc.	Buy	70,000	0.03
	Q1 2015
☰	V - Visa Inc.	Add 385.91%	665,610	0.52
☰	JD - JD.com Inc.	Add 308.99%	15,805,937	5.63
☰	HDP - Hortonworks Inc	Add 100.31%	130,400	0.04
☰	MOMO - Momo Inc	Add 24.57%	430,000	0.06
☰	JOBS - 51job Inc	Add 20.08%	188,223	0.07
☰	NFLX - Netflix Inc.	Add 19.91%	25,877	0.13
☰	BABA - Alibaba Group Holdings	Add 15.03%	874,236	0.88
☰	LBRDK - Liberty Broadband Corp. CL C	Add 14.69%	352,551	0.24
☰	FLT - Fleetcor Technologies Inc	Add 11.62%	342,717	0.63
☰	ONDK - On Deck Cap Inc	Add 7.87%	500,000	0.13
☰	LBTYK - Liberty Global Ltd CL C	Add 3.74%	334,628	0.20
☰	TDG - TransDigm Group Inc.	Add 0.98%	25,003	0.07
☰	PCLN - Priceline Grp Inc	Buy	414,817	5.85
☰	ZG - Zillow Group Inc. CL A	Buy	3,582,691	4.36
☰	KATE - Kate Spade & Co	Buy	3,576,165	1.45
☰	TNET - Trinet Group Inc	Buy	2,318,590	0.99
☰	VDSI - Vasco Data Sec Intl Inc	Buy	1,900,000	0.50
☰	IBM - International Business Machines Corp.	Buy	141,823	0.28
☰	CTRP - Ctrip Com Intl Ltd	Buy	330,000	0.23
☰	I5X - Intrexon Corp	Buy	300,000	0.16
☰	WEK - Ziopharm Oncology Inc	Buy	200,000	0.03
	Q4 2014
☰	VIPS - Vipshop Holdings	Add 905.83%	15,535,000	4.21
☰	GPRO - GoPro Inc.	Add 243.24%	1,272,742	1.12
☰	CAR - Avis Budget Group	Add 50.74%	1,715,000	1.58
☰	ATHM - Autohome Inc	Add 29.70%	2,000,000	1.01
☰	DATA - Tableau Software Inc	Add 25.33%	364,852	0.43
☰	DDD - 3-D Sys Corp Del	Add 7.95%	150,000	0.07
☰	KING - King Digital Entmt Plc	Add 5.47%	259,500	0.06
☰	DOOR - Masonite Intl Corp New	Add 5.13%	50,000	0.04
☰	ZPIN - Zhaopin Ltd	Add 2.13%	26,630	0.01
☰	FLT - Fleetcor Technologies Inc	Add 1.20%	35,000	0.07
☰	BABA - Alibaba Group Holdings	Buy	5,815,690	8.39
☰	LVNTA - Liberty Interactive Corp	Buy	5,290,000	2.77
☰	ONDK - On Deck Cap Inc	Buy	6,350,000	1.98
☰	LBRDK - Liberty Broadband Corp. CL C	Buy	2,399,400	1.66
☰	JD - JD.com Inc.	Buy	5,115,392	1.64
☰	WUBA - 58 Com Inc	Buy	2,450,000	1.41
☰	SAFM - Sanderson Farms Inc	Buy	1,125,000	1.31
☰	QSR - Restaurant Brands International Inc.	Buy	2,345,012	1.27
☰	GME - Gamestop Corp New	Buy	2,000,000	0.94
☰	PPC - Pilgrims Pride Corp New	Buy	2,000,000	0.91
☰	SSYS - Stratasys Ltd	Buy	600,000	0.69
☰	GRUB - Grubhub Inc	Buy	1,240,000	0.63
☰	NFLX - Netflix Inc.	Buy	130,000	0.62
☰	JOBS - 51job Inc	Buy	937,400	0.47
☰	SWIR - Sierra Wireless Inc	Buy	500,000	0.33
☰	MOMO - Momo Inc	Buy	1,750,000	0.29
☰	LC - Lendingclub Corp	Buy	275,000	0.10
☰	YDLE - Yodlee Inc	Buy	350,000	0.06
☰	HDP - Hortonworks Inc	Buy	130,000	0.05
☰	LBRKR - Liberty Broadband Corp	Buy	220,001	0.03
☰	NEWR - New Relic Inc	Buy	25,000	0.01
	Q3 2014
☰	ATHM - Autohome Inc	Add 2,215.44%	6,444,127	5.04
☰	KING - King Digital Entmt Plc	Add 257.74%	3,415,000	0.81
☰	DOOR - Masonite Intl Corp New	Add 236.21%	685,000	0.70
☰	MA - Mastercard Inc.	Add 120.54%	4,146,471	5.71
☰	FLT - Fleetcor Technologies Inc	Add 11.65%	304,200	0.80
☰	BKW - Burger King Worldwide Inc	Add 3.47%	250,000	0.14
☰	LBTYK - Liberty Global Ltd CL C	Add 0.19%	16,708	0.01
☰	BITA - Bitauto Hldgs Ltd	Buy	6,565,000	9.53
☰	DATA - Tableau Software Inc	Buy	1,440,148	1.95
☰	MBBYF - Mobileye N V Amstelveen	Buy	1,000,000	1.00
☰	GPRO - GoPro Inc.	Buy	523,250	0.91
☰	VNET - 21vianet Group Inc	Buy	2,000,000	0.67
☰	TSL - Trina Solar Limited	Buy	2,550,000	0.57
☰	INSYQ - Insys Therapeutics Inc New	Buy	300,000	0.22
☰	GLUU - Glu Mobile Inc	Buy	2,025,000	0.19
☰	DSKY - Idreamsky Technology Limited	Buy	100,000	0.03
☰	CXDC - China Xd Plastics Co Ltd	Buy	175,000	0.02
	Q2 2014
☰	LM0 - Liberty Media Corp Delaware	Add 93.37%	845,000	1.71
☰	DDD - 3-D Sys Corp Del	Add 70.97%	913,200	0.81
☰	CHTR - Charter Communications	Add 42.64%	693,000	1.62
☰	FLT - Fleetcor Technologies Inc	Add 36.08%	692,383	1.35
☰	VIPS - Vipshop Holdings	Add 8.51%	190,508	0.53
☰	CAR - Avis Budget Group	Add 6.98%	272,000	0.24
☰	UTIW - Uti Worldwide Inc	Add 4.59%	225,000	0.03
☰	NFLX - Netflix Inc.	Buy	400,300	2.61
☰	QIHU - Qihoo 360 Technology Co Ltd	Buy	960,000	1.31
☰	MNKKQ - Mallinckrodt Pub Ltd Co	Buy	729,373	0.86
☰	ABMD - Abiomed Inc	Buy	1,690,000	0.63
☰	EXAS - Exact Sciences Corp	Buy	2,000,000	0.50
☰	KING - King Digital Entmt Plc	Buy	1,325,000	0.40
☰	IRBTQ - Irobot Corp	Buy	602,681	0.37
☰	ZPIN - Zhaopin Ltd	Buy	1,248,370	0.28
☰	DOOR - Masonite Intl Corp New	Buy	290,000	0.24
☰	TOUR - Tuniu Corp	Buy	667,550	0.17
☰	EIGI - Endurance Intl Group Hldgs I	Buy	700,000	0.16
☰	AMBA - Ambarella Inc.	Buy	250,000	0.12
☰	GRUB - Grubhub Inc	Buy	55,000	0.03
	Q1 2014
☰	MA - Mastercard Inc.	Add 882.86%	3,090,000	3.40
☰	CHTR - Charter Communications	Add 377.36%	1,284,785	2.33
☰	WUBA - 58 Com Inc	Add 320.77%	962,300	0.59
☰	HNIB - Iac Interactivecorp	Add 146.38%	344,000	0.36
☰	MYGN - Myriad Genetics Inc	Add 95.15%	1,143,821	0.58
☰	LBTYK - Liberty Global Ltd CL C	Add 92.64%	4,297,757	2.57
☰	DDD - 3-D Sys Corp Del	Add 65.50%	509,300	0.44
☰	VIPS - Vipshop Holdings	Add 53.34%	778,746	1.71
☰	SODA - Sodastream International Ltd	Add 50.00%	200,000	0.13
☰	GAP - Gap Inc Del	Add 37.91%	760,000	0.45
☰	CRI - Carters Inc.	Add 14.72%	832,000	0.95
☰	NWS.A - Twenty First Centy Fox Inc	Add 3.63%	675,000	0.32
☰	CAR - Avis Budget Group	Buy	3,897,800	2.79
☰	TRJ - Trulia Inc	Buy	1,712,808	0.84
☰	UTIW - Uti Worldwide Inc	Buy	4,904,000	0.76
☰	KATE - Kate Spade & Co	Buy	835,000	0.46
☰	MWE - Markwest Energy Partners L P	Buy	365,000	0.35
☰	CDNS - Cadence Design Systems	Buy	1,115,000	0.25
☰	HIMX - Himax Technologies Inc	Buy	1,000,000	0.17
☰	CSLT - Castlight Health Inc	Buy	115,000	0.04
	Q4 2013
☰	TRIP - TripAdvisor Inc.	Add 447.78%	1,209,000	1.32
☰	NFLX - Netflix Inc.	Add 50.68%	223,000	1.09
☰	TDG - TransDigm Group Inc.	Add 45.72%	822,972	1.75
☰	CRI - Carters Inc.	Add 37.54%	1,543,031	1.46
☰	DG - Dollar General	Add 31.56%	1,893,663	1.51
☰	PCLN - Priceline Com Inc	Add 23.99%	137,000	2.11
☰	CHTR - Charter Communications	Add 21.59%	60,463	0.11
☰	CKK - Coca Cola Enterprises Inc Ne	Add 21.59%	1,392,850	0.81
☰	CMCSA - Comcast Corp.	Add 21.59%	647,631	0.45
☰	FIS - Fidelity National Information Services, Inc.	Add 21.59%	1,117,314	0.79
☰	NWS.A - Twenty First Centy Fox Inc	Add 16.72%	2,662,616	1.24
☰	LBTYK - Liberty Global Ltd CL C	Add 15.98%	639,233	0.71
☰	YHOO - Yahoo Inc	Add 12.52%	1,001,451	0.54
☰	AMZN - Amazon.com Inc.	Add 8.62%	1,310,000	0.35
☰	VIPS - Vipshop Holdings	Buy	1,460,042	1.61
☰	GAP - Gap Inc Del	Buy	2,005,000	1.04
☰	QIWI - Qiwi Plc	Buy	850,000	0.63
☰	RMD - ResMed Inc.	Buy	1,000,000	0.62
☰	XONE - Exone Co	Buy	665,000	0.53
☰	ZNGA - Zynga Inc	Buy	9,390,000	0.47
☰	TWTR - Twitter Inc	Buy	500,000	0.42
☰	QIHU - Qihoo 360 Technology Co Ltd	Buy	375,000	0.41
☰	TTS1EUR - Tile Shop Hldgs Inc	Buy	1,630,000	0.39
☰	BITA - Bitauto Hldgs Ltd	Buy	872,000	0.37
☰	NBIS - Yandex N V	Buy	631,000	0.36
☰	MYGN - Myriad Genetics Inc	Buy	1,202,100	0.33
☰	ALSN - Allison Transmission Holdings	Buy	708,000	0.26
☰	ATHM - Autohome Inc	Buy	425,873	0.21
☰	HNIB - Iac Interactivecorp	Buy	235,000	0.21
☰	NMBL - Nimble Storage Inc	Buy	250,000	0.15
☰	WUBA - 58 Com Inc	Buy	300,000	0.15
☰	FEYE - Fireeye Inc	Buy	200,000	0.12
☰	QUNR - Qunar Cayman Is Ltd	Buy	150,000	0.05
☰	BURL - Burlington Stores Inc	Buy	100,000	0.04
☰	DLIAQ - Delia's Inc New	Buy	3,400,000	0.04
☰	VEEV - Veeva Systems Inc.	Buy	75,000	0.03
☰	CRTO - Criteo S A	Buy	40,000	0.02
☰	PBPB - Potbelly Corp	Buy	50,000	0.02
☰	ZU - Zulily Inc	Buy	10,000	0.01
	Q3 2013
☰	TDG - TransDigm Group Inc.	Add 239.62%	1,270,000	3.12
☰	CMCSA - Comcast Corp.	Add 55.04%	1,065,000	0.85
☰	UTIW - Uti Worldwide Inc	Add 44.12%	675,000	0.18
☰	NFLX - Netflix Inc.	Add 39.68%	125,000	0.68
☰	MSI - Motorola Solutions Inc.	Add 25.00%	750,000	0.79
☰	PCLN - Priceline Com Inc	Add 20.46%	97,000	1.74
☰	CKK - Coca Cola Enterprises Inc Ne	Add 19.44%	1,050,000	0.75
☰	FIS - Fidelity National Information Services, Inc.	Add 3.50%	175,000	0.14
☰	CRI - Carters Inc.	Add 2.75%	110,000	0.15
☰	NWS.A - Twenty First Centy Fox Inc	Buy	15,925,000	9.46
☰	YHOO - Yahoo Inc	Buy	8,000,000	4.70
☰	LVNTA - Liberty Interactive Corp	Buy	696,000	1.09
☰	SODA - Sodastream International Ltd	Buy	400,000	0.44
☰	TRIP - TripAdvisor Inc.	Buy	270,000	0.36
☰	6686396Z - Solarcity Corp	Buy	500,000	0.31
	Q2 2013
☰	FIS - Fidelity National Information Services, Inc.	Add 325.53%	3,825,000	3.04
☰	SBGI - Sinclair Broadcast Group Inc.	Add 256.72%	2,330,000	1.27
☰	BFR - Bio-Reference Labs Inc	Add 227.27%	500,000	0.26
☰	NCRA - News Corp	Add 74.06%	6,665,000	4.03
☰	VRA - Vera Bradley Inc	Add 45.32%	282,966	0.11
☰	CRI - Carters Inc.	Add 36.05%	1,060,000	1.46
☰	PCLN - Priceline Com Inc	Add 24.74%	94,000	1.44
☰	GRA - Grace W R & Co Del New	Add 22.48%	345,000	0.54
☰	DG - Dollar General	Add 12.57%	670,000	0.63
☰	AMZN - Amazon.com Inc.	Add 10.56%	1,880,000	0.48
☰	MSI - Motorola Solutions Inc.	Add 3.45%	100,000	0.11
☰	LBTYK - Liberty Global Ltd CL C	Buy	4,300,000	5.41
☰	CKK - Coca Cola Enterprises Inc Ne	Buy	5,400,000	3.52
☰	QCOM - QUALCOMM Inc.	Buy	1,400,000	1.59
☰	TDG - TransDigm Group Inc.	Buy	530,000	1.54
☰	CAR - Avis Budget Group	Buy	1,330,000	0.71
☰	VSI - Vitamin Shoppe Inc	Buy	650,000	0.54
☰	UTIW - Uti Worldwide Inc	Buy	1,530,000	0.47
☰	COTY - Coty Inc.	Buy	750,000	0.24
☰	LITB - Lightinthebox Hldg Co Ltd	Buy	400,000	0.10
☰	RCL - Royal Caribbean Cruises Ltd.	Buy	150,000	0.09
	Q1 2013
☰	GRPN - Groupon Inc	Add 4,900.00%	63,700,000	6.94
☰	PBI - Pitney Bowes Inc	Add 1,126.67%	1,690,000	0.45
☰	DDD - 3-D Sys Corp Del	Add 168.17%	1,513,500	0.87
☰	VRA - Vera Bradley Inc	Add 127.07%	349,434	0.15
☰	AMZN - Amazon.com Inc.	Add 85.42%	8,200,000	1.94
☰	BIDU - Baidu Inc.	Add 19.53%	420,000	0.66
☰	CHTR - Charter Communications	Add 16.64%	196,859	0.37
☰	GRA - Grace W R & Co Del New	Add 9.64%	135,000	0.19
☰	LM0 - Liberty Media Corp Delaware	Buy	5,475,000	10.88
☰	NCRA - News Corp	Buy	9,000,000	4.89
☰	DG - Dollar General	Buy	5,330,000	4.80
☰	FLT - Fleetcor Technologies Inc	Buy	3,100,000	4.23
☰	MSI - Motorola Solutions Inc.	Buy	2,900,000	3.31
☰	CRI - Carters Inc.	Buy	2,940,000	3.00
☰	NFLX - Netflix Inc.	Buy	655,000	2.21
☰	DLTR - Dollar Tree Inc.	Buy	2,200,000	1.90
☰	SSYS - Stratasys Ltd	Buy	1,300,000	1.72
☰	CMCSA - Comcast Corp.	Buy	2,220,000	1.66
☰	JCP* - Penney J C Inc	Buy	5,350,000	1.44
☰	0YYA - Yy Inc	Buy	3,835,532	1.15
☰	DIS - Walt Disney Co.	Buy	1,100,000	1.11
☰	LULU - Lululemon Athletica Inc.	Buy	975,000	1.08
☰	FIS - Fidelity National Information Services, Inc.	Buy	1,175,000	0.83
☰	CCI* - Crown Castle Intl Corp	Buy	590,000	0.73
☰	CMCSK - Comcast Corp New	Buy	900,000	0.63
☰	VIPS - Vipshop Holdings	Buy	850,000	0.46
☰	SBGI - Sinclair Broadcast Group Inc.	Buy	907,600	0.33
☰	FRANUSD - Francescas Hldgs Corp	Buy	500,000	0.26
☰	ZTS - Zoetis Inc.	Buy	400,000	0.24
☰	BFR - Bio-Reference Labs Inc	Buy	220,000	0.10
☰	XONE - Exone Co	Buy	50,000	0.03
	Q3 2012
☰	META - Meta Platforms Inc.	Add 499.93%	9,790,773	3.12
☰	BIDU - Baidu Inc.	Add 45.27%	670,000	1.15
☰	AMZN - Amazon.com Inc.	Add 38.73%	2,680,000	0.50
☰	AAPL - Apple Inc.	Add 12.11%	270,000	2.64
☰	YHOO - Yahoo Inc	Buy	25,000,000	5.86
☰	BKW - Burger King Worldwide Inc	Buy	7,200,000	1.47
☰	MCO - Moody's Corp.	Buy	2,250,000	1.46
☰	CHTR - Charter Communications	Buy	1,183,141	1.30
☰	MLNX - Mellanox Technologies Ltd	Buy	700,000	1.04
☰	QCOR - Questcor Pharmaceuticals Inc	Buy	2,426,386	0.66
☰	0625767D - Stratasys Inc	Buy	800,000	0.64
☰	RGR - Sturm, Ruger & Co., Inc.	Buy	800,000	0.58
☰	DDD - 3-D Sys Corp Del	Buy	900,000	0.43
☰	VRA - Vera Bradley Inc	Buy	275,000	0.10
☰	GRPN - Groupon Inc	Buy	1,300,000	0.09
☰	RNDY - Roundys Inc	Buy	875,437	0.08
☰	PBI - Pitney Bowes Inc	Buy	150,000	0.03
	Q2 2012
☰	TAL - TAL Education Group	Add 1,348.85%	10,790,800	1.87
☰	LNKD - Linkedin Corp	Add 1,007.12%	3,021,355	5.67
☰	ARCO - Arcos Dorados Holdings Inc.	Add 296.29%	2,748,499	0.72
☰	GRA - Grace W R & Co Del New	Add 215.24%	1,130,000	1.00
☰	AMZN - Amazon.com Inc.	Add 90.11%	3,280,000	0.66
☰	AAPL - Apple Inc.	Add 82.04%	1,005,000	10.37
☰	QIHU - Qihoo 360 Technology Co Ltd	Add 76.69%	1,038,657	0.32
☰	BIDU - Baidu Inc.	Add 70.11%	610,000	1.24
☰	MA - Mastercard Inc.	Add 12.69%	94,000	0.71
☰	V - Visa Inc.	Add 12.61%	341,000	0.74
☰	PCLN - Priceline Com Inc	Add 10.57%	83,000	0.97
☰	META - Meta Platforms Inc.	Buy	1,958,448	1.08
	Q1 2012
☰	3UB - Ubiquiti Networks Inc	Add 175.00%	700,000	0.40
☰	ARCO - Arcos Dorados Holdings Inc.	Add 109.53%	484,910	0.16
☰	RNR - RenaissanceRe Holdings Ltd.	Add 53.90%	175,122	0.24
☰	GGQ1 - Google Inc	Add 28.75%	208,591	2.42
☰	SONY - Sony Group Corp.	Add 27.43%	279,800	0.11
☰	HGGG - Hhgregg Inc	Add 9.89%	98,932	0.02
☰	DECK - Deckers Outdoor	Buy	1,875,000	2.14
☰	VA71 - Ancestry Com In	Buy	2,000,000	0.82
☰	RRD - Donnelley R R & Sons Co	Buy	3,600,000	0.81
☰	NOG - Northern Oil and Gas Inc.	Buy	2,000,000	0.75
☰	CCI* - Crown Castle Intl Corp	Buy	665,000	0.64
☰	FMCN - Focus Media Hldg Ltd	Buy	1,400,000	0.64
☰	QIHU - Qihoo 360 Technology Co Ltd	Buy	1,354,343	0.60
☰	GRA - Grace W R & Co Del New	Buy	525,000	0.55
☰	KITDQ - Kit Digital Inc	Buy	2,276,400	0.30
☰	YELP - Yelp Inc	Buy	150,000	0.07
	Q4 2011
☰	GGQ1 - Google Inc	Add 1,013.44%	660,259	7.99
☰	PCLN - Priceline Com Inc	Add 186.64%	855,066	7.49
☰	SHLDQ - Sears Hldgs Corp	Add 164.11%	310,683	0.19
☰	PPO - Polypore Intl Inc	Add 100.00%	500,000	0.41
☰	XLE - Energy Select Sector SPDR	Add 100.00%	800,000	1.04
☰	BIDU - Baidu Inc.	Add 30.74%	561,200	1.22
☰	V - Visa Inc.	Add 11.14%	301,000	0.57
☰	LYV - Live Nation Inc.	Add 5.91%	927,051	0.14
☰	LMIG - Liberty Global Inc	Add 4.29%	391,105	0.30
☰	NCJ - C&j Energy Svcs Inc	Buy	1,250,000	0.49
☰	HGGG - Hhgregg Inc	Buy	1,000,000	0.27
☰	ENH - Endurance Specialty Hldgs Lt	Buy	247,655	0.18
☰	KORS - Michael Kors Hldgs Ltd	Buy	325,000	0.17
☰	3UB - Ubiquiti Networks Inc	Buy	400,000	0.14
☰	AXS - Axis Capital Holdings Ltd.	Buy	223,330	0.13
☰	VR - Validus Holdings Ltd	Buy	180,000	0.11
☰	EG - Everest Group Ltd	Buy	64,139	0.10
	Q3 2011
☰	BIDU - Baidu Inc.	Add 82.58%	825,800	1.78
☰	V - Visa Inc.	Add 42.44%	805,000	1.39
☰	PCLN - Priceline Com Inc	Add 42.00%	135,500	1.23
☰	LYV - Live Nation Inc.	Add 31.29%	3,738,991	0.60
☰	LMIG - Liberty Global Inc	Add 29.75%	2,089,816	1.52
☰	HNIB - Iac Interactivecorp	Add 24.88%	235,600	0.19
☰	CVC - Cablevision Sys Corp	Add 16.72%	981,924	0.31
☰	MMYT - MakeMyTrip Ltd	Add 16.26%	1,005,106	0.45
☰	VIAB - Viacom Inc New	Add 15.57%	1,107,055	0.86
☰	MA - Mastercard Inc.	Add 10.17%	71,176	0.46
☰	AMZN - Amazon.com Inc.	Add 6.30%	1,645,000	0.36
☰	AAPL - Apple Inc.	Add 6.17%	133,400	1.03
☰	ARCO - Arcos Dorados Holdings Inc.	Add 2.91%	12,500	0.01
☰	AWAYUSD - Homeaway Inc	Buy	4,691,881	3.18
☰	XLE - Energy Select Sector SPDR	Buy	800,000	0.94
☰	SINA - Sina Corp	Buy	535,000	0.77
☰	SONY - Sony Group Corp.	Buy	1,750,000	0.67
☰	3O9 - Opentable Inc	Buy	611,192	0.57
☰	PPO - Polypore Intl Inc	Buy	500,000	0.57
☰	NOG - Northern Oil and Gas Inc.	Buy	1,441,959	0.56
☰	DANG - E-Commerce China Dangdang In	Buy	4,399,622	0.44
☰	ADBE - Adobe Inc.	Buy	500,000	0.24
☰	VNET - 21vianet Group Inc	Buy	300,000	0.06
☰	CMLS - Cumulus Media Inc	Buy	454,800	0.03
☰	0000495W - Heckmann Corp	Buy	5,800,000	0.01
	Q2 2011
☰	SHLDQ - Sears Hldgs Corp	Add 100.00%	250,000	0.31
☰	BIDU - Baidu Inc.	Add 59.24%	372,000	0.90
☰	AAPL - Apple Inc.	Add 52.71%	746,000	4.32
☰	MMYT - MakeMyTrip Ltd	Add 49.64%	2,050,000	0.87
☰	BITA - Bitauto Hldgs Ltd	Add 46.96%	965,245	0.13
☰	YOKU - Youku Com Inc	Add 28.94%	328,149	0.20
☰	V - Visa Inc.	Add 25.73%	388,207	0.56
☰	NFLX - Netflix Inc.	Add 23.80%	198,000	0.90
☰	MA - Mastercard Inc.	Add 19.66%	115,000	0.60
☰	LMIG - Liberty Global Inc	Add 8.36%	542,000	0.42
☰	CVC - Cablevision Sys Corp	Add 3.22%	183,000	0.08
☰	NBIS - Yandex N V	Buy	54,058,062	33.15
☰	CKK - Coca Cola Enterprises Inc Ne	Buy	1,906,000	0.96
☰	GGQ1 - Google Inc	Buy	88,000	0.77
☰	LNKD - Linkedin Corp	Buy	300,000	0.47
☰	ARCO - Arcos Dorados Holdings Inc.	Buy	430,235	0.16
☰	ALSK - Alaska Communications Sys Gr	Buy	1,000,000	0.15
☰	YSM - Sky-Mobi Ltd	Buy	75,000	0.01
	Q1 2011
☰	PWER - Power One Inc New	Add 188.43%	1,645,000	0.39
☰	AMZN - Amazon.com Inc.	Add 41.01%	8,201,000	2.01
☰	AAPL - Apple Inc.	Add 24.97%	282,796	2.68
☰	BIDU - Baidu Inc.	Add 13.97%	77,000	0.29
☰	VIAB - Viacom Inc New	Add 6.24%	465,000	0.59
☰	PCLN - Priceline Com Inc	Add 5.97%	27,260	0.38
☰	NFLX - Netflix Inc.	Buy	832,000	5.39
☰	RNR - RenaissanceRe Holdings Ltd.	Buy	1,457,000	2.74
☰	YOKU - Youku Com Inc	Buy	1,133,788	1.47
☰	BITA - Bitauto Hldgs Ltd	Buy	2,055,500	0.67
☰	HGGG - Hhgregg Inc	Buy	1,000,000	0.36
☰	CAST - Chinacast Edu Corp	Buy	2,000,000	0.34
☰	TAL - TAL Education Group	Buy	800,000	0.24
	Q4 2010
☰	LYV - Live Nation Inc.	Add 512.72%	10,000,000	3.57
☰	DGWIY - Duoyuan Global Wtr Inc	Add 34.48%	300,000	0.12
☰	MA - Mastercard Inc.	Add 29.47%	160,000	1.12
☰	SHLDQ - Sears Hldgs Corp	Add 25.00%	50,000	0.12
☰	LMIG - Liberty Global Inc	Add 22.86%	1,240,000	1.37
☰	AMZN - Amazon.com Inc.	Add 20.48%	3,400,000	0.96
☰	LGFTY - Longtop Finl Technologies Lt	Add 17.19%	379,383	0.43
☰	XRX - Xerox Holdings Corp.	Add 11.03%	943,000	0.34
☰	EA - Electronic Arts Inc	Add 8.46%	1,100,000	0.56
☰	V - Visa Inc.	Buy	2,050,000	4.51
☰	BIDU - Baidu Inc.	Buy	551,000	1.66
☰	CTRP - Ctrip Com Intl Ltd	Buy	1,316,000	1.66
	Q3 2010
☰	VIAB - Viacom Inc New	Add 659.15%	7,567,000	7.55
☰	G - Genpact Ltd.	Add 74.17%	1,902,304	0.93
☰	EA - Electronic Arts Inc	Add 62.50%	5,000,000	2.27
☰	XRX - Xerox Holdings Corp.	Add 23.02%	1,600,000	0.46
☰	AAPL - Apple Inc.	Add 20.60%	214,500	1.68
☰	CVC - Cablevision Sys Corp	Add 17.64%	1,085,708	0.78
☰	CCU - Compania Cervecerias Unidas SA	Add 5.60%	25,973	0.04
☰	APOL - Apollo Group Inc	Add 1.09%	71,400	0.10
☰	LMIG - Liberty Global Inc	Add 0.77%	41,426	0.04
☰	SPY - SPDR S&P 500 ETF Trust	Buy	2,165,000	6.81
☰	MMYT - MakeMyTrip Ltd	Buy	4,129,760	4.41
☰	AMZN - Amazon.com Inc.	Buy	16,600,000	3.59
☰	SHLDQ - Sears Hldgs Corp	Buy	200,000	0.40
☰	PWER - Power One Inc New	Buy	1,350,000	0.34
☰	GDOT - Green Dot Corp	Buy	100,000	0.13
	Q2 2010
☰	LYV - Live Nation Inc.	Add 370.02%	8,329,806	3.25
☰	CVC - Cablevision Sys Corp	Add 264.37%	4,466,042	4.01
☰	AAPL - Apple Inc.	Add 75.51%	448,054	4.21
☰	GAME - Shanda Games Ltd	Add 57.57%	1,035,543	0.22
☰	PCLN - Priceline Com Inc	Add 56.42%	322,088	2.12
☰	LGFTY - Longtop Finl Technologies Lt	Add 25.63%	798,055	0.97
☰	LMIG - Liberty Global	Add 14.87%	696,989	0.68
☰	HRBN - Harbin Electric Inc	Add 10.51%	112,500	0.07
☰	DISCK - Discovery Communicatns New	Add 7.58%	282,500	0.33
☰	0220142Q - Commscope Inc	Add 6.80%	92,495	0.08
☰	G - Genpact Ltd.	Add 2.59%	64,696	0.04
☰	LMT - Lockheed Martin Corp.	Add 1.73%	36,302	0.10
☰	XRX - Xerox Holdings Corp.	Buy	6,950,000	2.09
☰	VIAB - Viacom Inc New	Buy	1,148,000	1.34
☰	CCU - Compania Cervecerias Unidas SA	Buy	463,423	0.75
☰	DPZ - Dominos Pizza Inc.	Buy	450,326	0.19
	Q1 2010
☰	WU - Western Union Co.	Add 577.32%	4,921,050	1.88
☰	LMIG - Liberty Global Inc	Add 204.63%	3,148,109	2.06
☰	6684 - Hewlett Packard Co	Add 200.25%	805,000	0.96
☰	APOL - Apollo Group Inc	Add 114.71%	5,946,912	8.18
☰	AAPL - Apple Inc.	Add 62.16%	227,450	1.20
☰	LMT - Lockheed Martin Corp.	Add 44.93%	651,000	1.22
☰	GGQ1 - Google Inc	Add 34.95%	101,680	1.29
☰	MELI - Mercadolibre Inc.	Add 24.56%	826,784	0.90
☰	DISCK - Discovery Communicatns New	Add 23.15%	701,047	0.46
☰	LGFTY - Longtop Finl Technologies Lt	Add 13.60%	372,841	0.27
☰	PCLN - Priceline Com Inc	Add 12.37%	62,841	0.36
☰	PEP - PepsiCo Inc.	Add 12.00%	480,182	0.71
☰	QQQ - Invesco Qqq Trust Series 1	Buy	9,350,000	10.11
☰	EA - Electronic Arts Inc	Buy	15,131,500	6.34
☰	SPY - SPDR S&P 500 ETF Trust	Buy	1,895,000	4.98
☰	NKE - NIKE Inc.	Buy	580,000	0.96
☰	G - Genpact Ltd.	Buy	2,500,000	0.94
☰	KFT - Kraft Foods Inc	Buy	1,360,000	0.92
☰	0220142Q - Commscope Inc	Buy	1,359,800	0.86
☰	LYV - Live Nation Inc.	Buy	2,251,193	0.73
☰	DGWIY - Duoyuan Global Wtr Inc	Buy	870,000	0.54
☰	AMZN - Amazon.com Inc.	Buy	3,000,000	0.46
☰	LNCR - Lincare Hldgs Inc	Buy	426,854	0.43
☰	GAME - Shanda Games Ltd	Buy	1,798,671	0.29
☰	SYA - Symetra Finl Corp	Buy	700,000	0.21
☰	BRK.A - Berkshire Hathaway CL A	Buy	365	0.01
	Q4 2009
☰	HNIB - D Iac Interactivecorp	Add 212.14%	4,026,000	2.75
☰	MCD - McDonald's Corp.	Add 100.56%	361,000	0.75
☰	QCOM - QUALCOMM Inc.	Add 63.49%	1,099,042	1.69
☰	MOO - D Monsanto Co New	Add 61.86%	974,694	2.65
☰	EGRP - D E Trade Financial Corp	Add 51.96%	15,430,000	0.90
☰	PEP - PepsiCo Inc.	Add 43.55%	1,214,000	2.46
☰	AAPL - Apple Inc.	Add 36.28%	97,400	0.68
☰	WU - Western Union Co.	Add 32.16%	207,400	0.13
☰	YHOO - D Yahoo Inc	Add 15.20%	822,095	0.46
☰	TDG - TransDigm Group Inc.	Add 12.90%	360,732	0.57
☰	MELI - Mercadolibre Inc.	Add 3.86%	125,000	0.22
☰	APOL - D Apollo Group Inc	Buy	5,184,500	10.45
☰	LMT - Lockheed Martin Corp.	Buy	1,449,000	3.63
☰	LMIG - D Liberty Global Inc	Buy	1,538,476	1.12
☰	HRBN - D Harbin Electric Inc	Buy	1,200,000	0.82
☰	EBIXQ - D Ebix Inc	Buy	470,000	0.76
☰	6684 - D Hewlett Packard Co	Buy	402,000	0.69
	Q3 2009
☰	DISCA - Discovery Communicatns New	Add 137.68%	800,000	1.01
☰	EGRP - E Trade Financial Corp	Add 79.99%	13,198,000	1.01
☰	CVC - Cablevision Sys Corp	Add 51.45%	960,630	1.00
☰	TDG - TransDigm Group Inc.	Add 25.38%	566,060	1.24
☰	QCOM - QUALCOMM Inc.	Add 22.25%	315,000	0.62
☰	GGQ1 - Google Inc	Add 0.17%	800	0.02
☰	PEP - PepsiCo Inc.	Buy	2,787,500	7.18
☰	MOO - Monsanto Co New	Buy	1,575,650	5.36
☰	YHOO - Yahoo Inc	Buy	5,408,000	4.23
☰	EA - Electronic Arts Inc	Buy	2,440,000	2.04
☰	MCD - McDonald's Corp.	Buy	359,000	0.90
☰	AIRV - Airvana Inc	Buy	414,567	0.12
	Q2 2009
☰	PM - Philip Morris Intl.	Add 90.50%	677,000	1.51
☰	GGQ1 - Google Inc	Add 80.59%	214,374	4.61
☰	CCK - Crown Holdings	Add 54.57%	645,000	0.79
☰	TDC - Teradata Corp Del	Add 33.09%	815,000	0.97
☰	TDG - TransDigm Group Inc.	Add 23.57%	425,400	0.78
☰	MA - Mastercard Inc.	Add 13.76%	161,915	1.38
☰	GYMB - Gymboree Corp	Add 6.63%	77,583	0.14
☰	PRE - Partnerre Ltd	Buy	607,000	2.01
☰	CVC - Cablevision Sys Corp	Buy	1,867,000	1.85
☰	HNIB - Iac Interactivecorp	Buy	1,897,776	1.55
☰	RX - Ims Health Inc	Buy	1,862,421	1.20
☰	EGRP - E Trade Financial Corp	Buy	16,500,000	1.08
☰	WU - Western Union Co.	Buy	645,000	0.54
☰	JPM - JPMorgan Chase & Co.	Buy	283,688	0.49
☰	NZ - Netezza Corp	Buy	601,215	0.25
☰	4NF - Solarwinds Inc	Buy	75,000	0.06
	Q1 2009
☰	GGQ1 - Google Inc	Add 126.66%	148,650	2.13
☰	AAPL - Apple Inc.	Add 100.32%	316,000	1.37
☰	IWM - iShares Russell 2000 ETF	Add 75.53%	193,800	0.34
☰	MO - Altria Group Inc.	Add 38.21%	640,000	0.42
☰	CSX - CSX Corp.	Add 25.45%	184,000	0.19
☰	GLD - SPDR Gold Trust	Buy	1,944,000	7.22
☰	XLE - Energy Select Sector SPDR	Buy	2,988,170	5.22
☰	PCLN - Priceline Com Inc	Buy	1,388,286	4.50
☰	QQQ - Invesco Qqq Trust Series 1	Buy	1,365,000	1.70
☰	TDC - Teradata Corp Del	Buy	2,463,000	1.64
☰	SMHYL - Semiconductor Hldrs Tr	Buy	1,945,000	1.50
☰	CSCO - Cisco Systems	Buy	1,955,000	1.35
☰	PAYX - Paychex Inc.	Buy	1,187,000	1.25
☰	EA - Electronic Arts Inc	Buy	1,525,000	1.14
☰	CCK - Crown Holdings	Buy	1,182,000	1.11
☰	GYMB - Gymboree Corp	Buy	1,170,000	1.03
☰	CTSH - Cognizant Technology Solutions Corp.	Buy	1,150,000	0.98
☰	MOO - Monsanto Co New	Buy	280,000	0.96
☰	NKE - NIKE Inc.	Buy	487,000	0.94
☰	LMT - Lockheed Martin Corp.	Buy	130,000	0.37
☰	USO - United States Oil Fund LP	Buy	250,000	0.30
☰	ABCO - Advisory Brd Co	Buy	339,036	0.23
☰	C - Citigroup Inc.	Buy	2,000,000	0.21
	Q4 2008
☰	LDKYQ - Ldk Solar Co Ltd	Add 260.71%	1,825,000	1.11
☰	MSFT - Microsoft Corp.	Buy	14,594,695	13.13
☰	SPY - SPDR S&P 500 ETF Trust	Buy	3,107,962	12.98
☰	WMT - Walmart Inc.	Buy	2,260,289	5.86
☰	JNJ - Johnson & Johnson	Buy	983,000	2.72
☰	DISCK - Discovery Communicatns New	Buy	3,914,952	2.43
☰	GGQ1 - Google Inc	Buy	117,366	1.67
☰	PM - Philip Morris Intl.	Buy	748,100	1.51
☰	JASO - Ja Solar Holdings Co Ltd	Buy	6,610,000	1.34
☰	MO - Altria Group Inc.	Buy	1,675,000	1.17
☰	BR - Broadridge Financial Solutions, Inc.	Buy	1,890,000	1.10
☰	BNI - Burlington Northn SAnta Fe C	Buy	259,000	0.91
☰	DISCA - Discovery Communicatns New	Buy	1,128,047	0.74
☰	IWM - iShares Russell 2000 ETF	Buy	256,600	0.58
☰	IWN - Ishares Russell 2000 Value E	Buy	252,900	0.58
☰	YGEG - Yingli Green Energy Hldg Co	Buy	2,050,000	0.58
☰	EGRP - E Trade Financial Corp	Buy	7,400,000	0.39
☰	HRC - Hill Rom Hldgs Inc	Buy	500,000	0.38
	Q3 2008
☰	LGFTY - Longtop Finl Technologies Lt	Add 3,437.95%	9,798,165	5.17
☰	AAPL - Apple Inc.	Add 425.96%	883,865	3.76
☰	V - Visa Inc.	Add 201.08%	2,532,500	5.82
☰	2323070Q - General Mtrs Corp	Add 104.55%	2,300,000	0.81
☰	FHN - First Horizon Natl Corp	Add 98.39%	1,967,864	0.69
☰	LO - Lorillard Inc	Add 50.75%	1,380,277	3.68
☰	MA - Mastercard Inc.	Add 21.89%	348,925	2.32
☰	CSX - CSX Corp.	Add 20.15%	1,231,100	2.52
☰	CBCGQ - Colonial Bancgroup Inc	Add 5.96%	106,800	0.03
☰	THO - Thor Industries	Add 4.92%	15,000	0.01
☰	ZION - Zions Bancorp	Buy	1,635,000	2.37
☰	HBAN - Huntington Bancshares	Buy	4,800,000	1.44
☰	MI - Marshal & Ilsly Corp New	Buy	1,900,000	1.43
☰	DDUP - Data Domain Inc	Buy	1,550,000	1.29
☰	SYNA - Synaptics Inc	Buy	1,087,500	1.23
☰	SCI - Service Corp Intl	Buy	3,700,000	1.16
☰	TRLG - True Religion Apparel Inc	Buy	1,150,000	1.11
☰	RF - Regions Financial Corp.	Buy	2,500,000	0.90
☰	LDKYQ - Ldk Solar Co Ltd	Buy	700,000	0.79
☰	CMA - Comerica Inc	Buy	550,000	0.68
☰	UAA - Under Armour Inc.	Buy	465,000	0.55
☰	VOCS - Vocus Inc	Buy	45,000	0.06
☰	WAMUQ - Washington Mut Inc	Buy	13,950,000	0.04
☰	GGG - Graco Inc.	Buy	25,392	0.03
	Q2 2008
☰	FHN - First Horizon Natl Corp	Add 7,900.00%	1,975,000	0.41
☰	APWR - A Power Energy Generat Sys L	Add 370.00%	925,000	0.70
☰	CBCGQ - Colonial Bancgroup Inc	Add 156.17%	1,093,200	0.13
☰	WGO - Winnebago Industries Inc.	Add 67.16%	400,000	0.12
☰	QCOM - QUALCOMM Inc.	Add 44.98%	1,365,000	1.72
☰	BIDU - Baidu Inc.	Add 13.06%	72,000	0.64
☰	MA - Mastercard Inc.	Add 12.65%	178,987	1.35
☰	PII - Polaris Inc.	Add 9.29%	85,000	0.10
☰	OVTI - Omnivision Technologies Inc	Add 8.89%	200,000	0.07
☰	WTS - Watts Water Technologies Inc	Add 8.16%	100,000	0.07
☰	GGQ1 - Google Inc	Add 0.81%	4,500	0.07
☰	LO - Lorillard Inc	Buy	2,720,000	5.33
☰	V - Visa Inc.	Buy	1,259,448	2.90
☰	RIIG - Research In Motion Ltd	Buy	460,000	1.52
☰	MNT - Mentor Corp Minn	Buy	1,650,000	1.30
☰	TRMK - Trustmark Corp	Buy	2,600,000	1.30
☰	8249434Q - Starent Networks Corp	Buy	3,350,000	1.19
☰	PAYX - Paychex Inc.	Buy	1,276,911	1.13
☰	0853052D - American Superconductor Corp	Buy	1,025,000	1.04
☰	AAPL - Apple Inc.	Buy	207,500	0.98
☰	CTRP - Ctrip Com Intl Ltd	Buy	700,000	0.91
☰	LMX - Luminex Corp Del	Buy	1,550,000	0.90
☰	FRCMQ - Fairpoint Communications Inc	Buy	4,300,000	0.88
☰	MDP - Meredith Corp	Buy	1,000,000	0.80
☰	CPTS - Conceptus Inc	Buy	1,400,000	0.73
☰	2323070Q - General Mtrs Co	Buy	2,200,000	0.72
☰	SWIR - Sierra Wireless Inc	Buy	1,435,000	0.59
☰	STEC - Stec Inc	Buy	1,950,000	0.57
☰	GHL - Greenhill & Co Inc	Buy	335,000	0.51
☰	FEEDQ - Agfeed Industries Inc	Buy	810,000	0.34
☰	ABKFQ - Ambac Finl Group Inc	Buy	7,200,000	0.27
☰	THO - Thor Industries	Buy	305,000	0.18
	Q1 2008
☰	SINA - Sina Corp	Add 8,885.10%	2,653,535	2.52
☰	CSX - CSX Corp.	Add 3,576.61%	8,104,600	12.25
☰	CREE - Cree Inc	Add 331.19%	1,704,000	1.28
☰	NTRI - Nutri Sys Inc New	Add 294.94%	556,477	0.22
☰	IDMCQ - Indymac Bancorp Inc	Add 104.77%	870,000	0.12
☰	MTG - MGIC Investment Corp.	Add 99.38%	1,760,000	0.50
☰	HNI - Hni Corp	Add 90.05%	905,000	0.65
☰	RDN - Radian Group Inc.	Add 82.31%	1,815,000	0.32
☰	LZB - La Z Boy Inc	Add 60.71%	424,964	0.09
☰	JRJC - China Fin Online Co Ltd	Add 50.39%	325,000	0.12
☰	TDG - TransDigm Group Inc.	Add 30.33%	1,066,399	1.07
☰	SIGM - Sigma Designs Inc	Add 16.13%	200,000	0.12
☰	QCOM - QUALCOMM Inc.	Add 10.16%	280,000	0.31
☰	MA - Mastercard Inc.	Add 5.75%	76,934	0.46
☰	C7M - China Sec & Surve Tech Inc	Add 4.66%	90,000	0.04
☰	CROX - Crocs Inc.	Add 3.33%	100,000	0.05
☰	LUXTY - Luxottica Group S P A	Buy	4,800,000	3.25
☰	FR - First Industrial Realty Trust Inc.	Buy	2,150,000	1.79
☰	NFLX - Netflix Inc.	Buy	1,670,000	1.56
☰	MIDD - Middleby Corp.	Buy	785,000	1.32
☰	SHLDQ - Sears Hldgs Corp	Buy	460,000	1.27
☰	KFN - Kkr Financial Hldgs LLC	Buy	3,250,000	1.11
☰	CSE - Capitalsource Inc	Buy	3,922,580	1.02
☰	OVTI - Omnivision Technologies Inc	Buy	2,250,000	1.02
☰	WTS - Watts Water Technologies Inc	Buy	1,225,000	0.93
☰	GSOL - Global Sources Ltd	Buy	1,665,000	0.67
☰	NPD - China Nepstar Chain Drugstor	Buy	1,474,915	0.54
☰	HGGG - Hhgregg Inc	Buy	1,550,000	0.47
☰	ABR - Arbor Realty Trust Inc.	Buy	950,000	0.39
☰	BQK - Arthrocare Corp	Buy	425,000	0.38
☰	FLTWQ - Fleetwood Enterprises Inc	Buy	2,775,000	0.34
☰	LEHMQ - Lehman Bros Hldgs Inc	Buy	325,000	0.33
☰	ZIXI - Zix Corp	Buy	2,805,000	0.29
☰	WGO - Winnebago Industries Inc.	Buy	595,625	0.27
☰	RHDCQ - R H Donnelley Corp	Buy	1,360,000	0.19
☰	CBCGQ - Colonial Bancgroup Inc	Buy	700,000	0.18
☰	APWR - A Power Energy Generat Sys L	Buy	250,000	0.10
☰	FHN - First Horizon Natl Corp	Buy	25,000	0.01
☰	VCGH - Vcg Hldg Corp	Buy	25,000	0.00
	Q4 2007
☰	SSD - Simpson Manufacturing	Add 440.00%	880,000	0.56
☰	TLK - P T Telekomunikasi Indonesia	Add 431.94%	453,965	0.46
☰	CROX - Crocs Inc.	Add 240.91%	2,120,000	1.88
☰	RDN - Radian Group Inc.	Add 234.09%	1,545,000	0.43
☰	QCOM - QUALCOMM Inc.	Add 231.13%	1,923,000	1.82
☰	FMCN - Focus Media Hldg Ltd	Add 184.80%	2,601,955	3.56
☰	SIGM - Sigma Designs Inc	Add 148.00%	740,000	0.98
☰	JRJC - China Fin Online Co Ltd	Add 84.29%	295,000	0.16
☰	AMX - America Movil SAb De Cv	Add 54.08%	2,765,000	4.09
☰	BIDU - Baidu Inc.	Add 50.38%	289,200	2.72
☰	GGQ1 - Google Inc	Add 40.46%	288,050	4.80
☰	INWK - Innerworkings Inc	Add 28.57%	500,000	0.21
☰	IDMCQ - Indymac Bancorp Inc	Add 10.72%	80,400	0.01
☰	TDG - TransDigm Group Inc.	Add 3.74%	126,677	0.14
☰	WNS - Wns Holdings Ltd	Add 1.82%	55,100	0.02
☰	MA - Mastercard Inc.	Buy	1,337,900	6.94
☰	LGFTY - Longtop Finl Technologies Lt	Buy	10,083,165	5.76
☰	PCLN - Priceline Com Inc	Buy	1,250,000	3.46
☰	RIIG - Research In Motion Ltd	Buy	1,213,000	3.32
☰	MIC - Macquarie Infrastr Co LLC	Buy	1,895,000	1.85
☰	EGRP - E Trade Financial Corp	Buy	20,500,000	1.75
☰	PII - Polaris Inc.	Buy	1,099,487	1.27
☰	SA - Seabridge Gold Inc.	Buy	1,500,000	1.06
☰	C7M - China Sec & Surve Tech Inc	Buy	1,930,000	1.02
☰	MTG - MGIC Investment Corp.	Buy	1,771,000	0.95
☰	GA - Giant Interactive Group Inc	Buy	2,805,000	0.88
☰	HNI - Hni Corp	Buy	1,005,000	0.85
☰	NLC - Nalco Holding Company	Buy	1,200,000	0.70
☰	CTCT - Constant Contact Inc	Buy	1,142,914	0.59
☰	LDKYQ - Ldk Solar Co Ltd	Buy	335,000	0.38
☰	CYRV - Crystal Riv Cap Inc	Buy	925,000	0.32
☰	TRA - Terra Inds Inc	Buy	259,000	0.30
☰	ABKFQ - Ambac Finl Group Inc	Buy	110,000	0.07
	Q3 2007
☰	TDG - TransDigm Group Inc.	Add 44.23%	1,039,500	2.00
☰	QCOM - QUALCOMM Inc.	Add 32.06%	202,000	0.36
☰	CMCSK - Comcast Corp New	Add 28.19%	1,230,695	1.24
☰	WCIMQ - Wci Cmntys Inc	Add 25.00%	50,000	0.01
☰	CREE - Cree Inc	Add 21.87%	215,000	0.28
☰	GGQ1 - Google Inc	Add 20.21%	119,700	2.86
☰	WNS - Wns Holdings Ltd	Add 7.93%	222,500	0.16
☰	AMX - America Movil SAb De Cv	Add 5.63%	272,700	0.74
☰	LZB - La Z Boy Inc	Add 4.12%	50,000	0.02
☰	BIDU - Baidu Inc.	Buy	574,000	7.01
☰	MELI - Mercadolibre Inc.	Buy	4,333,097	6.62
☰	CVC - Cablevision Sys Corp	Buy	2,845,000	4.19
☰	NIHDQ - Nii Hldgs Inc	Buy	642,955	2.23
☰	VMW - Vmware Inc	Buy	500,000	1.79
☰	GIVN - Given Imaging	Buy	1,250,000	1.45
☰	SIGM - Sigma Designs Inc	Buy	500,000	1.02
☰	RWT - Redwood Tr Inc	Buy	645,000	0.90
☰	RDN - Radian Group Inc.	Buy	660,000	0.65
☰	ENSG - The Ensign Group, Inc.	Buy	600,000	0.63
☰	TRLG - True Religion Apparel Inc	Buy	850,000	0.63
☰	JRJC - China Fin Online Co Ltd	Buy	350,000	0.48
☰	DWNFQ - Downey Finl Corp	Buy	170,000	0.41
☰	FFEDQ - Firstfed Finl Corp	Buy	185,000	0.39
☰	AIRV - Airvana Inc	Buy	1,370,000	0.35
☰	SSD - Simpson Manufacturing	Buy	200,000	0.27
☰	TLK - P T Telekomunikasi Indonesia	Buy	105,100	0.22
☰	ACIW - ACI Worldwide Inc.	Buy	225,000	0.21
☰	IIG/WD - Imergent Inc	Buy	97,300	0.09
	Q2 2007
☰	NTRI - Nutri Sys Inc New	Add 102.32%	860,000	2.24
☰	GGQ1 - Google Inc	Add 71.80%	247,518	4.82
☰	NKE - NIKE Inc.	Add 61.59%	425,000	0.92
☰	FMCN - Focus Media Hldg Ltd	Add 48.59%	605,000	1.14
☰	INPC - Inphonic Inc	Add 43.39%	525,000	0.09
☰	FOEA - Force Protection Inc	Add 39.09%	520,000	0.40
☰	CROX - Crocs Inc.	Add 25.71%	180,000	0.29
☰	WNS - Wns Holdings Ltd	Add 21.49%	496,265	0.53
☰	CREE - Cree Inc	Add 19.15%	158,000	0.15
☰	ZOLT - Zoltek Cos Inc	Buy	85,277,808	29.40
☰	EMC - E M C Corp Mass	Buy	7,975,000	5.38
☰	TDG - TransDigm Group Inc.	Buy	2,350,000	3.54
☰	CSX - CSX Corp.	Buy	1,103,600	1.85
☰	IDMCQ - Indymac Bancorp Inc	Buy	1,676,259	1.82
☰	BNI - Burlington Northn SAnta Fe C	Buy	398,200	1.26
☰	PTNRY - Partner Communications Co Lt	Buy	2,056,755	1.22
☰	UNP - Union Pacific	Buy	276,600	1.19
☰	INWK - Innerworkings Inc	Buy	1,750,000	1.04
☰	HLYS - Heelys Inc	Buy	935,000	0.90
☰	BRLCQ - Syntax Brillian Corp	Buy	3,510,000	0.64
☰	MCHX - Marchex Inc	Buy	1,000,000	0.61
☰	TOUSQ - Tousa Inc	Buy	2,800,000	0.44
☰	HSOA - Home Solutions Amer Inc	Buy	635,000	0.14
☰	WCIMQ - Wci Cmntys Inc	Buy	200,000	0.12
☰	VCGH - Vcg Hldg Corp	Buy	256,600	0.08
☰	JSDA - Jones Soda Co	Buy	82,000	0.04
	Q1 2007
☰	CMCSK - Comcast Corp New	Add 73.90%	1,854,999	2.88
☰	GGQ1 - Google Inc	Add 57.78%	126,246	3.53
☰	PARL - Parlux Fragrances Inc	Add 47.24%	276,916	0.09
☰	AMX - America Movil SAb De Cv	Add 27.62%	1,240,000	3.61
☰	NKE - NIKE Inc.	Add 16.95%	100,000	0.65
☰	BIDU - Baidu Inc.	Add 5.88%	52,662	0.31
☰	WNS - Wns Holdings Ltd	Add 2.83%	63,550	0.11
☰	SINA - Sina Corp	Buy	2,021,575	4.14
☰	8251517Q - Bankrate Inc	Buy	750,000	1.61
☰	FOEA - Force Protection Inc	Buy	1,330,300	1.52
☰	GML - Systemax Inc	Buy	1,095,000	1.25
☰	ORBC - Orbcomm Inc	Buy	1,550,000	1.21
☰	MDVN - Medivation Inc	Buy	1,000,000	1.15
☰	SWIR - Sierra Wireless Inc	Buy	1,200,000	1.15
☰	SFLY - Shutterfly Inc	Buy	1,100,000	1.08
☰	DIVX - Divx Inc	Buy	865,000	1.06
☰	REDFY - Rediff Com India Ltd	Buy	1,000,000	1.02
☰	CREE - Cree Inc	Buy	825,000	0.83
☰	CALM - Cal-Maine Foods Inc.	Buy	1,000,000	0.82
☰	PRSCUSD - Providence Svc Corp	Buy	565,000	0.82
☰	INPC - Inphonic Inc	Buy	1,210,000	0.80
☰	FSYS - Fuel Sys Solutions Inc	Buy	700,000	0.79
☰	GSAT - Globalstar Inc	Buy	435,000	0.28
☰	CELJF - Cellcom Israel Ltd	Buy	11,200	0.01
	Q4 2006
☰	UNH - United Health Group Inc.	Add 101.76%	1,333,000	4.90
☰	MLM - Martin Marietta	Add 97.37%	433,300	3.08
☰	CMCSK - Comcast Corp New	Add 27.74%	545,000	1.56
☰	PARL - Parlux Fragrances Inc	Add 10.35%	55,000	0.02
☰	AMX - America Movil S A De C V	Add 6.15%	260,000	0.80
☰	GGQ1 - Google Inc	Buy	218,486	6.88
☰	FMCN - Focus Media Hldg Ltd	Buy	1,426,526	6.48
☰	WNS - Wns Holdings Ltd	Buy	2,246,266	4.78
☰	QCOM - QUALCOMM Inc.	Buy	1,000,000	2.58
☰	AMP - Ameriprise Financial Inc.	Buy	576,800	2.15
☰	APKT - Acme Packet Inc	Buy	1,500,000	2.12
☰	WCIMQ - Wci Cmntys Inc	Buy	1,300,000	1.71
☰	HWCC - Houston Wire & Cable Co	Buy	985,000	1.41
☰	TV - Grupo Televisa, S.A.B.	Buy	760,000	1.40
☰	SPNC - Spectranetics Corp	Buy	1,500,000	1.16
☰	BRLCQ - Syntax Brillian Corp	Buy	1,809,000	1.07
☰	IIG/WD - Imergent Inc	Buy	160,000	0.31
	Q3 2006
☰	UNH - United Health Group Inc.	Add 208.24%	885,000	5.05
☰	SSD - Simpson Manufacturing	Add 60.00%	300,000	0.94
☰	CMCSK - D Comcast Corp New Class A	Add 31.00%	465,000	1.98
☰	ASEI - D American Science & Engr Inc Common Stock	Add 30.00%	90,000	0.51
☰	LZB - D La Z Boy Inc Common Stock	Add 23.90%	300,000	0.49
☰	SGI - Somnigroup International Inc.	Add 11.28%	75,000	0.15
☰	TKOI - D Telkonet Inc Common Stock	Add 10.71%	195,000	0.06
☰	AMX - NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE D AMERICA MOVIL S A DE C V SPON ADR L	Buy	4,230,000	19.30
☰	BIDU - Baidu Inc.	Buy	1,290,000	13.09
☰	NKE - NIKE Inc.	Buy	590,000	5.99
☰	MLM - Martin Marietta	Buy	445,000	4.36
☰	SUPX - D Supertex Inc Common Stock	Buy	620,000	2.79
☰	DCCA - D Dobson Communications Corp Class A	Buy	2,500,000	2.03
☰	VLTR - D Volterra Semiconductor Corp Common Stock	Buy	650,000	1.22
☰	NSTC - D Ness Technologies Inc Common Stock	Buy	558,672	0.86
	Q2 2006
☰	TRLG - D True Religion Apparel Inc Common Stock	Add 676.47%	575,000	1.69
☰	CMCSK - D Comcast Corp New Class A	Add 565.78%	1,274,700	6.95
☰	PARL - D Parlux Fragnances Inc Common Stock	Add 134.50%	499,000	0.80
☰	PHG - Koninklijke Philips Electronics NV	Add 104.37%	296,000	1.53
☰	CROX - Crocs Inc.	Add 86.81%	410,000	1.71
☰	NTRI - D Nutri Sys Inc New Common Stock	Add 56.00%	630,000	6.52
☰	ORCT - D Orckit Communications Inc Common Stock	Add 32.11%	158,000	0.27
☰	LZB - D La Z Boy Inc Common Stock	Add 28.06%	275,000	0.64
☰	TKOI - D Telkonet Inc. Common Stock	Add 8.33%	140,000	0.07
☰	SPNT - D Sprint Nextel Corp Common Stock	Add 2.40%	30,000	0.10
☰	CMCSA - Comcast Corp.	Buy	860,000	4.69
☰	NILE - D Blue Nile Inc Common Stock	Buy	671,136	3.59
☰	UNH - United Health Group Inc.	Buy	425,000	3.17
☰	SSD - Simpson Manufacturing	Buy	500,000	3.00
☰	CTCM - D Ctc Media Inc Common Stock	Buy	774,252	2.35
☰	LMS - D Lamson & Sessions Co Common Stock	Buy	450,000	2.12
☰	3604745Q - D Pw Eagle Inc Common Stock	Buy	390,000	1.96
☰	MW3 - D Vertrue Inc Common Stock	Buy	250,000	1.79
☰	TCSG - D Taser Intl Inc Common Stock	Buy	1,220,000	1.61
☰	BWTRQ - D Basin Wtr Inc Common Stock	Buy	860,000	1.43
☰	CVA - D Covanta Hldg Corp Common Stock	Buy	473,800	1.39
☰	FNET - D Fortunet Inc Common Stock	Buy	35,000	0.09
	Q1 2006
☰	ORCT - D Orckit Communications Inc Common Stock	Add 208.66%	332,600	1.39
☰	TKOI - D Telkonet Inc. Common Stock	Add 202.52%	1,125,000	0.90
☰	PALM - D Palm Inc Common Stock	Add 100.00%	1,258,000	5.51
☰	PARL - D Parlux Fragnances Inc Common Stock	Add 67.87%	150,000	0.91
☰	IMAX - D Imax Corp COMMON STOCK	Add 47.13%	410,000	0.79
☰	SPNT - D Sprint Nextel Corp Common Stock	Add 17.11%	182,600	0.89
☰	ZIXI - D Zix Corp Common Stock	Add 0.70%	13,450	0.00
☰	ASEI - D American Science & Engr Inc Common Stock	Buy	300,000	5.30
☰	8251517Q - D Bankrate Inc Common Stock	Buy	631,000	5.20
☰	IRM* - D Iron Mtn Inc Common Stcok	Buy	475,000	3.66
☰	TOL - Toll Brothers	Buy	525,000	3.44
☰	LZB - D La Z Boy Inc Common Stock	Buy	980,000	3.15
☰	IRS - Irsa Sp ADR	Buy	1,046,800	2.35
☰	CROX - Crocs Inc.	Buy	472,300	2.25
☰	SGI - Somnigroup International Inc.	Buy	830,000	2.22
☰	MDRX - NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE D ALLSCRIPTS HEALTHCARE SOLUTI COMMON STOCK	Buy	580,000	2.01
☰	CKCM - D Click Commerce Inc Common Stock	Buy	440,000	1.99
☰	PHG - Koninklijke Philips Electronics NV	Buy	283,600	1.81
☰	TRFC - D Traffic Com Inc Common Stock	Buy	835,000	1.32
☰	ADBL - D Audible Inc Common Stock	Buy	98,348	0.20
	Q4 2005
☰	TRLG - D True Religion Apparel Inc Common Stock	Add 750.00%	75,000	0.28
☰	GMA - D Escala Group Inc Common Stock	Add 43.77%	30,637	0.15
☰	ZIXI - D Zix Corp COMMON STOCK	Add 26.88%	405,000	0.19
☰	SPNT - D Sprint Nextel Corp Common Stock	Add 13.55%	127,400	0.72
☰	NTRI - D Nytri Sys Inc New Common Stock	Buy	1,125,000	9.78
☰	PALM - D Palm Inc Common Stock	Buy	1,258,000	9.66
☰	IRBTQ - D Irobot Corppration Common Stock	Buy	300,000	2.41
☰	CHKP - Check Point Software Technologies Ltd.	Buy	440,400	2.13
☰	TNE - D Tele Norte Leste Part SA Spon Adr Pft	Buy	440,000	1.90
☰	CMCSK - D Comcast Corp New Class A	Buy	225,300	1.40
☰	ORCT - D Orckit Communications Inc Common Stock	Buy	159,400	0.94
	Q3 2005
☰	IMAX - D Imax Corp COMMON STOCK	Add 4,275.00%	855,000	1.41
☰	ZIXI - D Zix Corp COMMON STOCK	Add 653.45%	1,306,900	0.41
☰	TKOI - D Telkonet Inc. Common Stock	Add 359.78%	612,700	0.38
☰	JMDT - D Jamdat Mobile Common Stock	Add 215.63%	345,000	1.14
☰	PHM - PulteGroup Inc.	Add 127.54%	880,000	5.94
☰	TOL - Toll Brothers	Add 98.12%	522,700	3.67
☰	INPC - D Inphonic Inc Common Stock	Add 53.06%	477,000	1.03
☰	DLB - D Dolby Laboratories Inc COMMON STOCK	Add 9.12%	216,800	0.55
☰	CETV - D Central European Media Common Stock	Add 4.17%	25,000	0.21
☰	KBH - D Kb Home Common Stock	Buy	310,000	3.57
☰	SPNT - D Sprint Nextel Corp Common Stock	Buy	940,000	3.52
☰	AGIL - NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE D AGILE SOFTWARE CORP DEL COMMON STOCK	Buy	1,809,676	2.04
☰	PARL - D Parlux Fragnances Inc Common Stock	Buy	416,000	1.91
☰	NSTC - D Ness Technologies Inc Common Stock	Buy	948,600	1.49
☰	PXP - D Plains Expl&prodtn Co Common Stock	Buy	210,000	1.41
☰	FWD - D Forward Industries Inc New Common Stock	Buy	297,000	1.10
☰	LSAK - D Net 1 Ueps Technologies Inc Common Stock	Buy	100,000	0.35
☰	DCCA - D DOBSON COMMUNICATIONS CORP common STOCK	Buy	200,000	0.24
☰	MDTL - D Medis Technologies Ltd Common Stock	Buy	70,000	0.20
☰	GMA - D Escala Group Inc Common Stock	Buy	70,000	0.18
☰	ENWV - D Endwave Corp Common Stock	Buy	65,000	0.13
☰	TRLG - D True Religion Apparel Inc Common Stock	Buy	10,000	0.03
	Q2 2005
☰	DLB - D Dolby Laboratories Inc COMMON STOCK	Add 9,409.20%	2,352,300	8.25
☰	NCRA - D News Corp Cl A Common Stock	Add 212.71%	1,255,000	3.23
☰	702901Q - D Spectrasite Inc. Common Stock	Add 75.64%	345,600	4.09
☰	LXK - D Lexmark Intl Inc. Cl A Common Stock	Add 11.45%	85,000	0.88
☰	GAPTQ - D Great Atlantic & Pac Tea Inc Common Stock	Buy	500,000	2.31
☰	INPC - D Inphonic Inc Common Stock	Buy	899,000	2.18
☰	TV6 - D Tivo Inc Common Stock	Buy	1,800,000	1.91
☰	836190Q - D Applied Films Corp. Common Stock	Buy	367,484	1.50
☰	CKCM - D Click Commerce Inc. Common Stock	Buy	250,000	0.91
☰	CERN - D Cerner Coro. Common Stock	Buy	75,000	0.81
☰	CTHRQ - D Charles & Colvard Limited Common Stock	Buy	200,000	0.78
☰	JMDT - D Jamdat Mobile Common Stock	Buy	160,000	0.70
☰	EY7 - D Design Within Reach Inc. Common Stock	Buy	200,000	0.58
☰	MU - Micron Technology Inc.	Buy	315,000	0.51
☰	TKOI - D Telkonet Inc. Common Stock	Buy	170,300	0.13
☰	IMAX - D Imax Corp COMMON STOCK	Buy	20,000	0.03
	Q1 2005
☰	PHM - PulteGroup Inc.	Add 968.00%	726,000	9.16
☰	CETV - D Central European Media Common Stock	Add 507.10%	810,916	6.87
☰	GGQ1 - D Google Common Stock	Add 402.00%	301,500	9.33
☰	OPMR/A - D Optimal Group Common Stock	Add 207.61%	1,456,158	4.54
☰	702901Q - D Spectrasite Inc COMMON STOCK	Add 204.60%	306,900	3.05
☰	LXK - D Lexmark Intl Inc. Cl A Common Stock	Add 165.18%	462,500	6.34
☰	XOU - D Sohu Com Inc Common Stock	Add 126.72%	970,840	2.93
☰	TOL - Toll Brothers	Add 23.08%	142,500	1.93
☰	ECLG - D Ecollege.com Common Stock	Add 12.50%	225,000	0.50
☰	LVLT - D Level 3 Communications Inc Common Stock	Add 9.65%	250,000	0.09
☰	APOL - D Apollo Group Inc COMMON STOCK	Add 5.46%	26,000	0.33
☰	ORCL - Oracle Corp.	Buy	4,000,000	8.56
☰	NCRA - D News Corp Cl A Common Stock	Buy	590,000	1.71
☰	LTF - D Life Time Fitness Inc COMMON STOCK	Buy	326,900	1.51
☰	2997709Q - D Portalplayer Inc Common Stock	Buy	275,000	1.08
☰	NAPS - D Napster Inc Common Stock	Buy	541,000	0.60
☰	DLB - D Dolby Laboratories Inc COMMON STOCK	Buy	25,000	0.10
	Q4 2004
☰	SINA - D Sina.com Common Stock	Add 143.75%	575,000	6.17
☰	LVLT - D Level 3 Communications Inc Common Stock	Add 137.47%	1,500,000	1.70
☰	ECLG - D Ecollege.com Common Stock	Add 76.99%	782,990	2.98
☰	LXK - D Lexmark Intl Inc. Cl A Common Stock	Add 40.00%	80,000	2.27
☰	TOL - Toll Brothers	Buy	617,300	14.17
☰	APOL - D Apollo Group Inc COMMON STOCK	Buy	475,903	12.85
☰	GGQ1 - D Google Common Stock	Buy	75,000	4.84
☰	702901Q - D Spectrasite Inc COMMON STOCK	Buy	150,000	2.91
☰	OPMR/A - D Optimal Group Common Stock	Buy	701,400	2.76
☰	EEEE - D Educate Inc COMMON STOCK	Buy	607,400	2.69
☰	CETV - D Central European Media Common Stock	Buy	159,913	2.08
☰	PHM - PulteGroup Inc.	Buy	75,000	1.60
☰	RNOW - D RightNow Technologies Inc COMMON STOCK	Buy	150,000	0.81
	Q3 2004
☰	XOU - D Sohu Com Inc Common Stock	Add 182.11%	865,000	6.83
☰	1694289D - D Tessera Technologies Inc COMMON STOCK	Add 54.55%	150,000	1.57
☰	CKFR - D Check Free Corp. Common Stock	Add 36.36%	200,000	2.63
☰	GLBC - D Global Crossing Ltd Common Stock	Add 28.39%	200,000	1.57
☰	SINA - D Sina.com Common Stock	Add 11.11%	40,000	0.48
☰	DLCA - D Dell Computer Common Stock	Add 5.00%	10,000	0.17
☰	ECLG - D Ecollege.com Common Stock	Buy	1,017,010	4.66
☰	BBBB - D Blackboard Inc Common Stock	Buy	500,000	4.07
☰	LPL - D Lg Phillips Lcd Common Stock	Buy	465,000	3.35
☰	IWM - iShares Russell 2000 ETF	Buy	50,000	2.70
	Q2 2004
☰	YHOO - D Yahoo! Inc Common Stock	Add 1,240.00%	620,000	6.42
☰	INTC - Intel Corp.	Add 200.00%	200,000	1.57
☰	1694289D - D Tessera Technologies Inc Common Stock	Add 57.14%	100,000	0.51
☰	8277795Q - D Captaris Inc Common Stock	Add 42.05%	592,003	1.09
☰	IRM* - D Iron Mountain Common Stock	Add 35.20%	148,399	1.36
☰	DLCA - D Dell Computer Common Stock	Add 33.33%	50,000	0.51
☰	PCLE - D Pinnacle Systems Inc COMMON STOCK	Add 18.20%	424,000	0.86
☰	NETA - D Network Associates Inc Com Common Stock	Buy	3,275,000	16.90
☰	CKFR - D Check Free Corp. Common Stock	Buy	550,000	4.70
☰	MGAM - D Multimedia Games Inc COMMON STOCK	Buy	500,000	3.82
☰	GLBC - D Global Crossing Ltd Common Stock	Buy	704,500	3.13
☰	3153670Q - D Veritas Software Corp Common Stock	Buy	350,000	2.77
☰	CEDCQ - D Central Euro Dist. Common Stock	Buy	374,999	2.76
☰	WEBX - D Webex Communications Inc Common Stock	Buy	357,508	2.21
☰	MCGC - D Mcg Captial Corp Common Stock	Buy	500,000	2.19
☰	SFNT - D SAfenet Inc Common Stock	Buy	200,000	1.58
☰	ZIXI - D Zix Corp COMMON STOCK	Buy	610,000	1.37
☰	0899217D - D Proquest Company Common Stock	Buy	175,000	1.36
☰	TCSG - D Taser Intl Common Stock	Buy	100,000	1.23
☰	OPSW - D Opsware Inc Common Stock	Buy	500,000	1.13
☰	LVLT - D Level 3 Communications Inc Common Stock	Buy	1,091,170	1.09
☰	CHYF - D ChipMOS TECH Bermuda Ltd COMMON STOCK	Buy	500,000	0.99
☰	RIV - D Digital River Common Stock	Buy	100,000	0.93
☰	FALCUSD - D Falconstor Software Inc Common Stock	Buy	67,488	0.15
☰	CPTH - D Critical Path Common Stock	Buy	150,000	0.06
	Q1 2004
☰	DLCA - D Dell Inc Common Stock	Add 200.00%	100,000	1.12
☰	1694289D - D Tessera Technologies Inc Common Stock	Add 133.33%	100,000	0.61
☰	INTC - Intel Corp.	Add 100.00%	50,000	0.46
☰	EOR - D Echostar Communications New Common Stock	Add 64.52%	100,000	1.09
☰	CDWC - D Cdw Computer Centers Inc Common Stock	Add 55.56%	50,000	1.13
☰	ORCL - Oracle Corp.	Add 51.43%	450,000	1.80
☰	LXK - D Lexmark Intl New Cl A Common Stock	Add 24.17%	107,700	3.31
☰	IRM* - D Iron Mtn Common Stock	Add 23.42%	80,000	1.19
☰	XOU - D Sohu Com Inc Common Stock	Add 18.89%	147,000	1.22
☰	JBL - D Jabil Circuit Inc Common Stock	Buy	803,200	7.88
☰	BBY - Best Buy Co. Inc.	Buy	450,000	7.76
☰	PCLE - D Pinnacle Systems Inc COMMON STOCK	Buy	2,329,900	6.97
☰	OVTI - D Omnivision Technologies Common Stock	Buy	560,000	5.10
☰	AMCC - NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE D APPLIED MICRO CIRCUITS CORP COMMON STOCK	Buy	2,300,000	4.38
☰	SNDK - SanDisk Corp.	Buy	365,000	3.45
☰	8277795Q - D Captaris Inc Common Stock	Buy	1,407,997	2.58
☰	FLI - D Chc Helicopter Corp Common Stock	Buy	246,400	2.26
☰	AMZN - Amazon.com Inc.	Buy	200,000	0.14
	Q4 2003
☰	LPSNUSD - D Liveperson Inc Common Stock	Add 181.80%	464,500	0.86
☰	LXK - D Lexmark Intl New Cl A Common Stock	Add 105.72%	229,000	6.64
☰	XOU - D Sohu Com Inc Common Stock	Add 94.33%	377,655	4.17
☰	ORCL - Oracle Corp.	Add 72.07%	366,500	1.79
☰	SINA - D Sina Corp Ord Shs Common Stock	Buy	1,645,630	20.49
☰	3029830Q - D Peoplesoft Inc Common Stock	Buy	1,940,000	16.31
☰	AAPL - Apple Inc.	Buy	1,137,531	8.97
☰	EOR - D Echostar Communications New Common Stock	Buy	155,000	1.94
☰	CDWC - D Cdw Corp Common Stock	Buy	90,000	1.92
☰	OPSW - D Opsware Inc Common Stock	Buy	500,000	1.37
☰	EELN - D E-Loan Inc Common Stock	Buy	1,000,000	1.10
☰	TRDO - D Intrado Inc Common Stock	Buy	135,000	1.09
☰	TER - Teradyne Inc.	Buy	100,000	0.94
☰	YHOO - D Yahoo Inc Common Stock	Buy	50,000	0.83
☰	USAI - D Interactive Corp Common Stock	Buy	55,000	0.69
☰	DLCA - D Dell Inc Common Stock	Buy	50,000	0.63
☰	1694289D - D Tessera Technologies Inc Common Stock	Buy	75,000	0.52
☰	FMKT - D Freemarkets Inc Common Stock	Buy	78,000	0.19
	Q3 2003
☰	NETA - D Network Associates Inc Common Stock	Add 1,186.67%	1,780,000	12.49
☰	EBAY - eBay Inc.	Add 33.55%	25,250	0.69
☰	XINGF - D Sina Corp Ord Shs Common Stock	Buy	1,130,630	20.59
☰	LAVA - D Magma Design Automation Common Stock	Buy	200,000	2.00
☰	SANM - D SAnmina Sci Corp Common Stock	Buy	150,000	0.74
☰	TLAB - D Tellabs Inc Common Stock	Buy	200,000	0.69
☰	LPSNUSD - D Liveperson Inc Common Stock	Buy	255,500	0.53
☰	KEYN - D Keynote Sys Inc Common Stock	Buy	19,223	0.11
	Q2 2003
☰	SFNT - D SAfenet Inc Common Stock	Add 340.83%	500,000	6.20
☰	0899217D - D Proquest Company Common Stock	Add 133.33%	200,000	2.29
☰	POI - D Choicepoint Inc Common Stock	Add 105.80%	85,700	1.31
☰	XOU - D Sohu Com Inc Common Stock	Add 97.36%	350,835	5.29
☰	EPNY - D E.piphany Inc Common Stock	Add 36.68%	252,400	0.57
☰	LMT - Lockheed Martin Corp.	Add 0.38%	1,000	0.02
☰	EBAY - eBay Inc.	Buy	75,250	3.47
☰	DB5 - D Dun & Bradstreet Corp Common Stock	Buy	100,000	1.82
☰	OVER - D Overture Services Inc Common Stock	Buy	200,000	1.60
☰	ANDW - D Andrew Corp Common Stock	Buy	326,000	1.35
☰	QQQ - Invesco Qqq Trust Series 1	Buy	100,000	1.33
☰	RIV - D Digital River Inc Common Stock	Buy	100,000	0.86
☰	NETA - D Network Associates Inc Common Stock	Buy	150,000	0.84
☰	NTRT - D Netratings Inc Common Stock	Buy	132,006	0.55
	Q1 2003
☰	CSGS - D Csg Systems Intl Inc Com Common Stock	Add 811.45%	811,448	2.48
☰	INTC - Intel Corp.	Add 385.00%	577,500	3.32
☰	IWM - iShares Russell 2000 ETF	Add 117.38%	241,800	6.15
☰	XOU - D Sohu Com Inc Com Common Stock	Add 113.72%	191,740	0.74
☰	LXK - D Lexmark Intl Group Inc Cl A Common Stock	Add 94.44%	170,000	4.02
☰	EPNY - D E.piphany Inc Com Stk Common Stock	Add 56.18%	247,526	0.35
☰	JBL - D Jabil Circuit Inc Com Common Stock	Add 46.67%	175,000	1.08
☰	NOK - Nokia Corp.	Add 45.99%	344,900	1.71
☰	IRM* - D Iron Mountain Inc Com New Common Stock	Add 29.72%	126,900	1.71
☰	SPY - SPDR S&P 500 ETF Trust	Add 6.26%	15,600	0.47
☰	ORCL - Oracle Corp.	Buy	1,510,000	5.79
☰	TECD - D Tech Data Corp Com Common Stock	Buy	310,697	2.63
☰	NFLX - Netflix Inc.	Buy	350,000	2.52
☰	SNPS - Synopsys Inc.	Buy	141,388	2.13
☰	MXIM - D Maxim Integrated Products Inc. Common Stock	Buy	163,000	2.08
☰	NTIQ - D Netiq Corp Com Stk Common Stock	Buy	456,800	1.80
☰	LLTC - D Linear Technology Co Rp Usd Co Common Stock	Buy	161,300	1.76
☰	WEBX - D Webex Communications Inc Common Stock	Buy	357,508	1.31
☰	TER - Teradyne Inc.	Buy	263,000	1.08
☰	SFNT - D SAfenet Inc Common Stock	Buy	146,700	1.06
☰	POI - D Choicepoint Inc Com Common Stock	Buy	81,000	0.97
	Q4 2002
☰	SCMR - D Sycamore Network Inc Com Stk Common Stock	Add 273.28%	759,711	0.97
☰	IWM - iShares Russell 2000 ETF	Add 176.14%	131,400	4.37
☰	IWN - Ishares Russell 2000 Value E	Add 122.64%	45,500	2.23
☰	SPY - SPDR S&P 500 ETF Trust	Add 26.96%	52,900	2.05
☰	CSCO - Cisco Systems	Add 20.83%	125,000	0.72
☰	BEAS - D Bea Systems Inc Com Common Stock	Add 6.71%	25,145	0.13
☰	LMT - Lockheed Martin Corp.	Add 5.69%	14,300	0.36
☰	NOC - Northrop Grumman Corp.	Add 3.92%	5,800	0.25
☰	NTES - NetEase.com Inc.	Buy	1,214,303	6.10
☰	NETA - D Network Associates Inc Com Common Stock	Buy	831,000	5.86
☰	SINA - D Sina.com Com Shs Common Stock	Buy	1,493,200	4.26
☰	EMC - D E M C Corp Mass Com Common Stock	Buy	508,100	1.37
☰	3131657Q - D Digital Insight Corp Com Stk Common Stock	Buy	300,000	1.14
☰	SAP - SAP SE	Buy	127,000	1.09
☰	SANM - D SAnmina-Sci Corp Com Common Stock	Buy	448,100	0.88
☰	EPNY - D E.piphany Inc Com Stk Common Stock	Buy	440,598	0.81
☰	CMCSK - D Comcast Corp Spl A Com Common Stock	Buy	60,000	0.59
☰	XOU - D Sohu Com Inc Com Common Stock	Buy	168,610	0.47
☰	ADCT - D Adc Telecommunications Common Stock	Buy	501,500	0.46
	Q3 2002
☰	MCSIQ - D Mcsi Inc Com Stk Common Stock	Add 2,820.33%	423,050	1.06
☰	NOC - Northrop Grumman Corp.	Add 796.97%	131,500	8.28
☰	NOK - Nokia Corp.	Add 516.69%	671,700	4.52
☰	OVER - D Overture Services Inc Com Stk Common Stock	Add 403.43%	282,400	3.38
☰	SPY - SPDR S&P 500 ETF Trust	Add 278.03%	144,300	5.99
☰	ORCL - Oracle Corp.	Add 264.96%	726,000	2.90
☰	INTC - Intel Corp.	Add 251.47%	188,600	1.33
☰	LXK - D Lexmark Intl Group Inc Com Common Stock	Add 112.50%	135,000	3.22
☰	TECD - D Tech Data Corp Com Common Stock	Add 72.09%	216,500	2.90
☰	JBL - D Jabil Circuit Inc Com Common Stock	Add 56.25%	225,000	1.69
☰	BEAS - D Bea Systems Inc Com Common Stock	Add 24.95%	74,855	0.20
☰	3674498Q - D Invision Technologies Inc Common Stock	Add 16.63%	19,125	0.31
☰	FMKT - D Freemarkets Inc Com Stk Common Stock	Add 16.63%	6,652	0.02
☰	CSCO - Cisco Systems	Add 9.69%	53,000	0.28
☰	LMT - Lockheed Martin Corp.	Buy	251,300	8.25
☰	IRM* - D Iron Mountain Inc Com New Common Stock	Buy	502,300	6.37
☰	OVTI - D Omnivision Tech Common Stock	Buy	1,000,000	3.34
☰	IWM - iShares Russell 2000 ETF	Buy	74,600	2.71
☰	519239Q - D Concord Efs Inc Com Common Stock	Buy	325,600	2.62
☰	DOCC - D Docucorp Intl Inc Com Common Stock	Buy	450,000	2.47
☰	LAMR - Lamar Advertising Co.	Buy	155,000	2.39
☰	0899217D - D Proquest Co (ex Bell & Howell Common Stock	Buy	150,000	2.31
☰	EOR - D Echostar Communications Corp Common Stock	Buy	250,000	2.19
☰	IWN - Ishares Russell 2000 Value E	Buy	37,100	2.01
☰	NWRE - D Neoware Systems Inc Com Common Stock	Buy	127,850	0.90
☰	LTRE - D Learning Tree Intl Inc Com Common Stock	Buy	110,000	0.82
☰	CSGS - D Csg Systems Intl Inc Com Common Stock	Buy	100,000	0.55
☰	CXR - D Cox Radio Inc Cl A Com Common Stock	Buy	40,000	0.53
	Q2 2002
☰	BEAS - D Bea Systems Inc Com Common Stock	Add 400.00%	240,000	2.20
☰	MXIM - D Maxim Integrated Products Inc. Common Stock	Add 291.67%	175,000	6.46
☰	CHKP - Check Point Software Technologies Ltd.	Add 111.64%	232,100	3.03
☰	ORCL - Oracle Corp.	Add 48.75%	89,800	0.82
☰	TXN - Texas Instruments	Add 44.12%	117,000	2.67
☰	TECD - D Tech Data Corp Com Common Stock	Add 37.37%	81,700	2.98
☰	SPY - SPDR S&P 500 ETF Trust	Add 11.13%	5,200	0.50
☰	CSCO - Cisco Systems	Buy	547,000	7.35
☰	BRCD - D Brocade Communication Common Stock	Buy	360,000	6.06
☰	3674498Q - D Invision Technologies Inc Common Stock	Buy	115,000	2.67
☰	RNWK - D Realnetworks Inc Com Common Stock	Buy	640,000	2.51
☰	TUTR - D Plato Learning Inc Com Stk Common Stock	Buy	239,100	2.27
☰	ANSS - D Ansys Inc Com Common Stock	Buy	100,000	1.94
☰	REY - D Reynolds & Reynolds Class A Common Stock	Buy	72,000	1.94
☰	OVER - D Overture Services Inc Com Stk Common Stock	Buy	70,000	1.68
☰	SCMR - D Sycamore Network Inc Com Stk Common Stock	Buy	278,000	1.03
☰	TTIL - D Tti Team Telecom Intl Ltd Common Stock	Buy	65,200	1.01
☰	FMKT - D Freemarkets Inc Com Stk Common Stock	Buy	40,000	0.54
☰	SAYCY - D SAtyam Computer Com Stk Adrs Stocks	Buy	51,400	0.52
☰	ALAO - D Alcatel Spon Adr Cl O Adrs Stocks	Buy	142,900	0.25
☰	NYFX - D Nyfix Inc Com Stk Common Stock	Buy	25,000	0.21
☰	MCSIQ - D Mcsi Inc Com Stk Common Stock	Buy	15,000	0.16
☰	ARDI - D At Road Inc Com Stk Common Stock	Buy	19,300	0.11
	Q1 2002
☰	FALCUSD - D Falconstor Sftw Com Stk Common Stock	Add 660.42%	342,100	2.09
☰	TXN - Texas Instruments	Add 368.55%	208,600	6.66
☰	INTC - Intel Corp.	Add 189.36%	129,900	3.81
☰	MXIM - D Maxim Integrated Products Inc. Common Stock	Add 181.69%	38,700	2.08
☰	SUNW - D Sun Microsystems Inc Usd.0006 Common Stock	Add 132.20%	214,300	1.82
☰	TECD - D Tech Data Corp Com Common Stock	Add 127.71%	122,600	5.43
☰	LXK - D Lexmark Intl Group Inc Com Common Stock	Add 125.03%	96,400	5.32
☰	BEAS - D Bea Systems Inc Com Common Stock	Add 100.00%	30,000	0.40
☰	SBC - D Sbc Communications Inc Com Common Stock	Add 71.96%	72,900	2.63
☰	NETA - D Network Associates Inc Com Common Stock	Add 71.33%	41,800	0.97
☰	SPY - SPDR S&P 500 ETF Trust	Add 67.99%	18,900	2.09
☰	NOK - Nokia Corp.	Add 42.89%	70,000	1.40
☰	EOR - D Echostar Communications Corp Common Stock	Add 18.55%	23,600	0.64
☰	CREE - D Cree Resh Inc Com Common Stock	Add 13.86%	25,000	0.33
☰	320538Q - D I 2 Technologies Inc Com Common Stock	Add 1.49%	3,200	0.02
☰	JBL - D Jabil Circuit Inc Com Common Stock	Buy	422,300	9.59
☰	CHKP - Check Point Software Technologies Ltd.	Buy	207,900	6.10
☰	993246Q - D Crytologic Inc Cad Npv Com (us Common Stock	Buy	190,000	2.69
☰	ORCL - Oracle Corp.	Buy	184,200	2.27
☰	NOC - Northrop Grumman Corp.	Buy	16,500	1.80
☰	VIGN - D Vignette Corporation Common Stock	Buy	515,800	1.71
☰	1479035D - D Clearone Comm Inc Common Stock	Buy	91,700	1.45
☰	AKLMQ - D Acclaim Entmt Inc Com Par $0.0 Common Stock	Buy	240,000	1.05
☰	WIT - Wipro Ltd ADR	Buy	27,800	1.00
☰	INFY - Infosys Ltd.	Buy	14,600	0.92
☰	BBOX - D Black Box Corp Com Common Stock	Buy	18,800	0.88
	Q4 2001
☰	HNCS - HNC SOFTWARE Common	Buy	280,200	7.27
☰	QQQ - Invesco Qqq Trust Series 1	Buy	136,800	6.70
☰	CREE - CREE RESH INC Common	Buy	180,400	6.69
☰	3423152Q - ELECTRONIC DATA SYSTEMS CORP Common	Buy	69,100	5.97
☰	IBM - International Business Machines Corp.	Buy	38,100	5.80
☰	LXK - LEXMARK INTERNATIONAL INC. CL A Class A	Buy	77,100	5.73
☰	TECD - TECH DATA CORP. Common	Buy	96,000	5.23
☰	GD - General Dynamics	Buy	51,700	5.19
☰	NOK - Nokia Corp.	Buy	163,200	5.04
☰	SBC - SBC COMMUNICATIONS INC Common	Buy	101,300	5.00
☰	MCDTA - McDATA CORP Class A	Buy	146,300	4.51
☰	EOR - ECHOSTAR COMMUNICATIONS Class A	Buy	127,200	4.40
☰	TSM - Taiwan Semiconductor S.A.	Buy	186,500	4.03
☰	SPY - SPDR S&P 500 ETF Trust	Buy	27,800	4.00
☰	MU - Micron Technology Inc.	Buy	75,800	2.96
☰	INTC - Intel Corp.	Buy	68,600	2.72
☰	SUNW - SUN MICROSYSTEMS INC Common	Buy	162,100	2.51
☰	320538Q - I2 TECHNOLOGIES INC Common	Buy	215,000	2.14
☰	TXN - Texas Instruments	Buy	56,600	2.00
☰	NETA - NETWORK ASSOCIATES Common	Buy	58,600	1.91
☰	ELX - EMULEX CORP Common	Buy	35,300	1.76
☰	WEBX - WEBEX COMMUNICATIONS INC Common	Buy	55,000	1.72
☰	CSGS - CSGS SYSTEMS INTL INC Common	Buy	31,000	1.58
☰	MCSIQ - MCSi INC Common	Buy	49,000	1.45
☰	MXIM - MAXIM INTEGRATED PRODUCTS Common	Buy	21,300	1.41
☰	3167Q - Adr I Sh	Buy	17,000	0.78
☰	FALCUSD - FALCONSTOR SOFTWARE INC Common	Buy	51,800	0.59
☰	BEAS - BEA SYSTEMS INC Common	Buy	30,000	0.58
☰	JDSU - JDS UNIPHASE CORP Common	Buy	29,300	0.32