2020-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alcoa Corporation US0138721065	-269K	1.1M	SELL	$9.53–$19.38
Alphabet Inc. US02079K3059	-8.9M	7.6M	SELL	$3.09–$3.77
Amazon.com, Inc. US0231351067	-79K	1.7M	SELL	$127.68–$146.75
Analog Devices, Inc. US0326541051	+86K	213K	BUY	$98.83–$119.86
Carvana Co. US1468691027	+394K	486K	BUY	$155.70–$234.55
Cloudflare, Inc. US18915M1071	+534K	791K	BUY	$35.80–$71.50
CrowdStrike Holdings, Inc. US22788C1053	-111K	78K	SELL	$105.00–$186.00
The Walt Disney Company US2546871060	+511K	684K	BUY	$101.16–$146.60
DISH Network Corporation US25470M1099	-17K	376K	SELL
Expedia Group, Inc. US30212P3038	-46K	270K	SELL	$75.40–$108.96
Fastly, Inc. US31188V1008	-23K	157K	SELL	$55.50–$113.00
Freeport-McMoRan Inc. US35671D8570	-34K	6.3M	SELL	$13.15–$20.79
IQVIA Holdings Inc. US46266C1053	+130K	202K	BUY	$131.00–$147.00
JD.com, Inc. US47215P1066	-1.3M	205K	SELL	$64.80–$78.00
Live Nation Entertainment, Inc. US5380341090	-275K	214K	SELL	$41.68–$60.98
MercadoLibre, Inc. US58733R1023	-7.8K	63K	SELL	$925.00–$1.41K
Microsoft Corporation US5949181045	-7.6K	2.6M	SELL	$172.98–$190.17
NextEra Energy, Inc. US65339F1012	-84K	780K	SELL	$16.07–$65.97
Palo Alto Networks, Inc. US6974351057	+2.3M	2.8M	BUY	$31.42–$51.33
PayPal Holdings, Inc. US70450Y1038	-74K	67K	SELL	$153.98–$200.35
PENN Entertainment, Inc. US7075691094	-375K	1.5M	SELL	$44.60–$80.00
Reata Pharmaceuticals, Inc. US75615P1030	+206K	750K	BUY
Sea Limited US81141R1005	-216K	765K	SELL	$135.00–$170.00
Smartsheet Inc. US83200N1037	-668K	402K	SELL	$41.73–$60.20
Starbucks Corporation US8552441094	+515K	2M	BUY	$73.71–$86.59
T-Mobile US, Inc. US8725901040	+344K	2.3M	BUY	$93.40–$110.46
Uber Technologies, Inc. US90353T1007	+50K	322K	BUY	$28.22–$45.65
Vale S.A. US91912E1055	-976K	691K	SELL	$8.85–$14.00
Workday, Inc. US98138H1014	-117K	119K	SELL	$174.64–$211.90