2021-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Airbnb, Inc. US0090661010	-4.5K	497K	SELL	$135.96–$181.44
Alphabet Inc. US02079K3059	-9M	38M	SELL	$5.72–$6.60
Amazon.com, Inc. US0231351067	-814K	1.1M	SELL	$137.39–$162.83
Booking Holdings Inc. US09857L1089	-612	43K	SELL	$1.83K–$2.29K
Carvana Co. US1468691027	+385K	522K	BUY	$177.95–$262.20
Coupa Software Incorporated US22266L1061	-8.2K	129K	SELL
Coupang, Inc. US22266T1097	+2.3M	18M	BUY	$22.51–$26.70
DISH Network Corporation US25470M1099	+20K	570K	BUY
Expedia Group, Inc. US30212P3038	-760K	154K	SELL	$135.94–$163.02
Fastly, Inc. US31188V1008	-127K	131K	SELL	$30.78–$48.08
Guidewire Software, Inc. US40171V1008	+30K	88K	BUY	$96.50–$110.00
KBR, Inc. US48242W1062	+171K	1M	BUY	$34.20–$42.00
Live Nation Entertainment, Inc. US5380341090	-183K	245K	SELL	$77.98–$107.55
Microsoft Corporation US5949181045	+23K	800K	BUY	$244.25–$304.33
Option Care Health, Inc. US68404L2016	+158K	1.2M	BUY	$20.00–$25.00
Palo Alto Networks, Inc. US6974351057	-1M	1.4M	SELL	$68.23–$84.25
PROCEPT BioRobotics Corporation US74276L1052	+1.1M	1.7M	BUY
Reata Pharmaceuticals, Inc. US75615P1030	-289K	406K	SELL
Sea Limited US81141R1005	+17K	105K	BUY	$180.00–$318.00
Smartsheet Inc. US83200N1037	+325K	390K	BUY	$53.08–$70.68
Snap Inc. US83304A1060	-513K	1.4M	SELL	$39.08–$66.94
Starbucks Corporation US8552441094	-1.7M	362K	SELL	$91.59–$103.86
Sunrun Inc. US86771W1053	-483K	178K	SELL	$28.14–$50.90
T-Mobile US, Inc. US8725901040	-59K	796K	SELL	$95.70–$110.00