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Type	Result	AUM

CIK

Period

0001009005

2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31

Sector	Form 13F Holdings	Value ($M)
	BOFI Holding Inc	34.7
	Micron Technology Inc	17.0
	Nvidia Corp	15.2
	Alphabet Inc	11.4
	Taiwan Semiconductor Manufacturing Co Ltd	11.4
	Broadcom Inc	11.3
	Apple Inc	8.8
	Iradimed Corp	7.8
	Amazon Com Inc	7.6
	Microchip Technology Inc	5.5
	Lilly Eli & Co	5.0
	Lam Research Corp	4.9
	Arista Networks Inc	4.9
	Applied Materials Inc /DE	4.8
	Microsoft Corp	4.7
	GS Acquisition Holdings Corp	4.7
	Comfort Systems USA Inc	4.5
	Wintrust Financial Corp	4.3
	Goldman Sachs Group Inc	3.7
	Eaton Corp Ltd	3.7
	Fortinet Inc	3.6
	Morgan Stanley	3.5
	Caseys General Stores Inc	3.3
	Seagate Technology PLC	3.1
	Wesco International Inc	2.9
	Monolithic Power Systems Inc	2.8
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{"uid": 225548851, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

337776305