CIK: 0001423686
申告総資産額
$8.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Qlik Technologies INC | 株式-その他 | 8.22% | — | +44.83% | |
| 2 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 5.41% | — | +103.81% | |
| 3 | IACIEUR | Iac/interactivecorp | 株式-その他 | 5.30% | — | +23.03% | |
| 4 | TNET | Trinet Group INC | 株式-その他 | 4.32% | — | +33.31% | |
| 5 | EFII | Electronics For Imaging | 株式-その他 | 4.31% | — | -1.46% | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 3.96% | — | — | |
| 7 | ✓ | Linkedin CORP | 株式-その他 | 3.47% | — | -39.05% | |
| 8 | ✓ | Time Warner Cable INC | 株式-その他 | 3.40% | — | — | |
| 9 | ✓ | Infoblox INC | 株式-その他 | 3.34% | — | -5.06% | |
| 10 | ✓ | 株式-その他 | 3.22% | — | +15.29% | ||
| 11 | ✓ | 株式-その他 | 3.22% | — | — | ||
| 12 | ✓ | Shire PLC | 株式-その他 | 2.76% | — | +31.58% | |
| 13 | TWXCHF | Time Warner INC | 株式-その他 | 2.72% | — | +101.72% | |
| 14 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 2.67% | — | +60.89% | |
| 15 | PEGA | Pegasystems INC | 株式-IT | 2.33% | +0.62% | NEW | |
| 16 | RDWR | Radware Ltd. | 株式-その他 | 2.25% | — | +87.46% | |
| 17 | PRO | Pros Holdings INC | 株式-その他 | 2.05% | — | +2.12% | |
| 18 | ✓ | Endologix INC | 株式-その他 | 2.02% | — | +280.34% | |
| 19 | WK | Workiva INC | 株式-IT | 1.60% | — | -1.84% | |
| 20 | LOGMEUR | Logmein INC | 株式-その他 | 1.52% | — | +12.55% | |
| 21 | VRNS | Varonis Systems INC | 株式-IT | 1.49% | -5.41% | EXIT | |
| 22 | BC | Brunswick CORP | 株式-一般消費財 | 1.48% | — | +28.86% | |
| 23 | HPE | Hewlett Packard Enterprise | 株式-IT | 1.45% | — | — | |
| 24 | MSTR | Strategy INC | 株式-IT | 1.26% | — | +17.12% | |
| 25 | BAX | Baxter International INC | 株式-ヘルスケア | 1.19% | — | — | |
| 26 | GNMK | Genmark Diagnostics INC | 株式-その他 | 1.05% | — | +41.54% | |
| 27 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.02% | — | -10.80% | |
| 28 | ✓ | 株式-その他 | 0.97% | — | -9.89% | ||
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.83% | — | -5.40% | |
| 30 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.80% | — | +15.38% | |
| 31 | ✓ | Buffalo Wild Wings INC | 株式-その他 | 0.72% | — | — | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.72% | — | — | |
| 33 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.71% | — | -19.99% | |
| 34 | NSTGEUR | Nanostring Technologies INC | 株式-その他 | 0.70% | — | +6.01% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | -89.72% | |
| 36 | VTY | Verint Systems INC | 株式-その他 | 0.66% | — | -45.01% | |
| 37 | SAH | Sonic Automotive, Inc. | 株式-その他 | 0.65% | — | — | |
| 38 | AMBA | Ambarella, Inc. | 株式-IT | 0.64% | — | -60.85% | |
| 39 | TDG | Transdigm Group INC | 株式-資本財 | 0.64% | — | — | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.60% | — | — | |
| 41 | ALLE | Allegion plc | 株式-資本財 | 0.59% | — | -44.33% | |
| 42 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.57% | — | — | |
| 43 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 0.56% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -63.48% | |
| 45 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.55% | — | — | |
| 46 | YELP | Yelp INC | 株式-その他 | 0.53% | — | — | |
| 47 | FFIV | F5 INC | 株式-IT | 0.53% | — | — | |
| 48 | AVAZ | 2x Avalanche ETF | ETF-その他 | 0.52% | — | +3.23% | |
| 49 | AZO | Autozone INC | 株式-一般消費財 | 0.51% | — | — | |
| 50 | ALDR1EUR | Alder Biopharmaceuticals INC | 株式-その他 | 0.46% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ZAYOEUR | Zayo Group Holdings INC | +2.9% | +103.81% | 増加 |
| 2 | ✓ | Qlik Technologies INC | +1.7% | +44.83% | 増加 |
| 3 | TNET | Trinet Group INC | +1.5% | +33.31% | 増加 |
| 4 | ✓ | Endologix INC | +1.4% | +280.34% | 増加 |
| 5 | TWXCHF | Time Warner INC | +1.3% | +101.72% | 増加 |
| 6 | JAZZ | Jazz Pharmaceuticals plc | +1.1% | +60.89% | 増加 |
| 7 | RDWR | Radware Ltd. | +1% | +87.46% | 増加 |
| 8 | ✓ | Shire PLC | +0.7% | +31.58% | 増加 |
| 9 | IACIEUR | Iac/interactivecorp | +0.6% | +23.03% | 増加 |
| 10 | ✓ | +0.4% | +15.29% | 増加 | |
| 11 | BC | Brunswick CORP | +0.4% | +28.86% | 増加 |
| 12 | RRGB | Red Robin Gourmet Burgers | -0.5% | -76.01% | 減少 |
| 13 | ROST | Ross Stores INC | -0.5% | -58.48% | 減少 |
| 14 | ORLY | O'reilly Automotive INC | -0.6% | -83.67% | 減少 |
| 15 | VTY | Verint Systems INC | -0.6% | -45.01% | 減少 |
| 16 | AXTA | Axalta Coating Systems Ltd. | -0.6% | -70.30% | 減少 |
| 17 | MCD | Mcdonald's CORP | -0.7% | -63.48% | 減少 |
| 18 | AMBA | Ambarella, Inc. | -1.1% | -60.85% | 減少 |
| 19 | ✓ | Solarwinds INC | -1.1% | -95.73% | 減少 |
| 20 | ✓ | Linkedin CORP | -1.3% | -39.05% | 減少 |
| 21 | MU | Micron Technology INC | -2.5% | -90.30% | 減少 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.5% | -89.72% | 減少 |
| 23 | ✓ | Pmc-sierra INC | — | EXIT | 全売却 |
| 24 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 25 | ✓ | — | NEW | 新規購入 | |
| 26 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | 全売却 |
| 27 | HPE | Hewlett Packard Enterprise | — | NEW | 新規購入 |
| 28 | HPE | Hewlett-Packard Company | — | EXIT | 全売却 |
| 29 | CP | Canadian Pacific Kansa F | — | EXIT | 全売却 |
| 30 | BAX | Baxter International INC | — | NEW | 新規購入 |
| 31 | ✓ | Cvent INC Com Added | — | EXIT | 全売却 |
| 32 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 33 | WSM | Williams-sonoma INC | — | EXIT | 全売却 |
| 34 | W | Wayfair Inc- Class A | — | EXIT | 全売却 |
| 35 | ✓ | Buffalo Wild Wings INC | — | NEW | 新規購入 |
| 36 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新規購入 |
| 37 | SAH | Sonic Automotive, Inc. | — | NEW | 新規購入 |
| 38 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 39 | GD | General Dynamics CORP | — | NEW | 新規購入 |
| 40 | BAH | Booz Allen Hamilton Holdings | — | NEW | 新規購入 |
| 41 | SERVUSD | Servicemaster Global Holding | — | NEW | 新規購入 |
| 42 | VRSK | Verisk Analytics INC | — | NEW | 新規購入 |
| 43 | YELP | Yelp INC | — | NEW | 新規購入 |
| 44 | FFIV | F5 INC | — | NEW | 新規購入 |
| 45 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 46 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 47 | AZO | Autozone INC | — | NEW | 新規購入 |
| 48 | WEN | Wendy's Co/the | — | NEW | 新規購入 |
| 49 | WOO | Foot Locker INC | — | NEW | 新規購入 |
| 50 | XRT | Ss Spdr S&p Retail ETF | — | NEW | 新規購入 |