| ADOBE SYSTEMS INCORPORATED COM |
ADBE |
STOCK |
P
|
|
nan |
| Mobile Trust Partnership |
|
PRIVATE EQUITY |
Sale
|
|
nan |
| Visa Inc |
V |
STOCK |
Sale
|
|
nan |
| Estee Lauder Co |
EL |
STOCK |
Sale
|
|
nan |
| Servicenow Inc |
NOW |
STOCK |
Sale
|
|
nan |
| Amazon Inc |
AMZN |
STOCK |
Sale
|
|
nan |
| CME Group |
CME |
STOCK |
Sale
|
|
nan |
| American Tower Corp |
AMT |
STOCK |
Sale
|
|
nan |
| ASAL Holdings |
|
PRIVATE EQUITY |
Sale
|
|
nan |
| Mezzanine and Equity Alpha 2018 Error Trust Ft |
|
FUND |
Sale
|
|
nan |
| MICROSOFT CORPORATION OMN |
MSFT |
STOCK |
Sale
|
|
nan |
| APPLE INC CMN |
AAPL |
STOCK |
Sale
|
|
nan |
| MICROSOFT CORPORATION OMN |
MSFT |
STOCK |
Sale
|
|
nan |
| PROCTER & GAMBLE COMPANY (HMC) C |
PG |
STOCK |
Sale
|
|
nan |
| AMERICAN EXPRESS CL CMN |
AXP |
STOCK |
Sale
|
|
nan |
| ALPHABET INC CMN CLASS A |
GOOGL |
STOCK |
Sale
|
|
nan |
| APTV PLC CMN |
APTV |
STOCK |
Sale
|
|
nan |
| ELI LILLY & CO CMN |
LLY |
STOCK |
Sale
|
|
nan |
| DANAHER CORPORATION CMN |
DHR |
STOCK |
Sale
|
|
nan |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| GENERAL ELECTRIC COMPANY CMN |
GE |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
not specified |
| UNION PACIFIC CORP. CORPN |
UNP |
STOCK |
Sale
|
|
nan |
| AMERICAN TOWER CORPORATION CMN |
AMT |
STOCK |
Sale
|
|
nan |
| UNION PACIFIC CORP. CORPN |
UNP |
STOCK |
Sale
|
|
nan |
| TCASE TWO INTERACTIVE SOFTWARE IN |
|
PRIVATE EQUITY |
Sale
|
|
nan |
| VOTRA FINANCIAL, INC. HYBRID 05/15/21 |
|
FIXED INCOME |
Sale
|
|
nan |
| VOTRA FINANCIAL, INC. HYBRID 05/15/21 |
|
FIXED INCOME |
Sale
|
|
nan |
| APPLE INC. CMN |
AAPL |
STOCK |
Sale
|
|
nan |
| VERIZON COMMUNICATIONS, INC. CMN |
VZ |
STOCK |
Sale
|
|
nan |
| VERIZON COMMUNICATIONS, INC. CMN |
VZ |
STOCK |
Sale
|
|
nan |
| WORDWAY, INC. CMN CLASS A |
|
STOCK |
Sale
|
|
nan |
| WORDWAY, INC. CMN CLASS A |
|
STOCK |
Sale
|
|
nan |
| ASML HOLDING N.V. ADR CMN |
ASML |
STOCK |
Sale
|
|
nan |
| DSCO SYSTEMS, INC. CMN |
DSCO |
STOCK |
Sale
|
|
nan |
| DSCO SYSTEMS, INC. CMN |
DSCO |
STOCK |
Sale
|
|
nan |
| JPMORGAN CHASE & CO WIN |
JPM |
STOCK |
Sale
|
|
nan |
| MARTIN MARITTA MATERIALS, INC CM |
LMT |
STOCK |
Sale
|
|
nan |
| MARTIN MARITTA MATERIALS, INC CM |
LMT |
STOCK |
Sale
|
|
nan |
| AMERICAN TOWER CORPORATION CMN |
AMT |
STOCK |
Sale
|
|
nan |
| ELI LILLY & CO CMN |
LLY |
STOCK |
Sale
|
|
nan |
| ELI LILLY & CO CMN |
LLY |
STOCK |
Sale
|
|
nan |
| UNITEDHEALTH GROUP INCORPORATE A |
UNH |
STOCK |
Sale
|
|
nan |
| UNITEDHEALTH GROUP INCORPORATE A |
UNH |
STOCK |
Sale
|
|
nan |
| ABROTT LABORATORIES CMN |
|
STOCK |
Sale
|
|
nan |
| ABROTT LABORATORIES CMN |
|
STOCK |
Sale
|
|
nan |
| NOVO-NORDISK A/S ADR ADR CMN |
NVO |
STOCK |
Sale
|
|
nan |
| NOVO-NORDISK A/S ADR ADR CMN |
NVO |
STOCK |
Sale
|
|
nan |
| MICROSOFT CORPORATION CMN |
MSFT |
STOCK |
P
|
|
nan |
| META PLATFORMS INC CMN CLASS A |
META |
STOCK |
P
|
|
nan |
| MONDELEZ INTERNATIONAL, INC CMN |
MDLZ |
STOCK |
P
|
|
nan |
| MONROE CAPITAL CORPORATION |
|
PRIVATE EQUITY |
P
|
|
nan |
| AMERICAN INTL GROUP, INC, CMN |
AIG |
STOCK |
P
|
|
nan |
| FREEZER INC, CMN |
|
STOCK |
P
|
|
nan |
| BERKSHIRE HATHAWAY INC, CMN |
BRK.A |
STOCK |
P
|
|
nan |
| BERKSHIRE HATHAWAY INC, CLASS B |
BRK.B |
STOCK |
P
|
|
nan |
| FIDELITY Natl UFO SVS INC CMN |
|
STOCK |
P
|
|
nan |
| SCHLUMBERGER LTD CMN |
SLB |
STOCK |
P
|
|
nan |
| AKEO DANIELS-MIDLAND COMPANY |
|
PRIVATE EQUITY |
P
|
|
nan |
| BERKSHIRE HATHAWAY INC, CMN |
BRK.A |
STOCK |
P
|
|
nan |
| BERKSHIRE HATHAWAY INC, CLASS B |
BRK.B |
STOCK |
P
|
|
nan |
| HANTARO LTD FINANCIAL SERVICES GROUP C |
|
STOCK |
P
|
|
nan |
| HANTARO LTD FINANCIAL SERVICES GROUP C |
|
STOCK |
P
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY |
ADM |
STOCK |
P
|
|
nan |
| FIDELITY NATL UFO SVS INC CMN |
|
STOCK |
P
|
|
nan |
| FIDELITY NATL UFO SVS INC CMN |
|
STOCK |
P
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY |
ADM |
STOCK |
P
|
|
nan |
| ALPHABET INC, CMN CLASS C |
GOOG |
STOCK |
P
|
|
nan |
| ALPHABET INC, CMN CLASS C |
GOOG |
STOCK |
P
|
|
nan |
| SHOPRIFY INC, CMN CLASS A |
SHOP |
STOCK |
P
|
|
nan |
| SHOPRIFY INC, CMN CLASS A |
SHOP |
STOCK |
P
|
|
nan |
| CHIPOTLE MEXICAN GRILL, INC, CMN |
CMG |
STOCK |
P
|
|
nan |
| CHIPOTLE MEXICAN GRILL, INC, CMN |
CMG |
STOCK |
P
|
|
nan |
| COMCAST CORPORATION CHN CLASS A |
CMCSA |
STOCK |
Sale
|
|
50,000 |
| MATCH GROUP, INC. CHN |
MTCH |
STOCK |
Sale
|
|
50,000 |
| ALPHABET INC. CHN CLASS A |
GOOGL |
STOCK |
Sale
|
|
50,000 |
| NVIDIA CORPORATION CHN |
NVDA |
STOCK |
Sale
|
|
50,000 |
| ROBLOX CORPORATION CHN CLASS A |
RBLX |
STOCK |
Sale
|
|
50,000 |
| ADOBE INC CHN |
ADBE |
STOCK |
Sale
|
|
50,000 |
| BANK OF AMERICA CORPORATION HYBR |
BAC |
BOND |
Sale
|
|
50,000 |
| MONDELEZ INTERNATIONAL, INC. CHN |
MDLZ |
STOCK |
Sale
|
|
50,000 |
| MATCH GROUP, INC. CHN |
MTCH |
STOCK |
Sale
|
|
50,000 |
| DXTRA, INC. CHN CLASS A |
|
STOCK |
Sale
|
|
50,000 |
| CANTOR RENE FINANCIAL CO HYBRID PER |
CRF |
FUND |
Sale
|
|
50,000 |
| MICROSOFT CORPORATION CHN |
MSFT |
STOCK |
Sale
|
|
50,000 |
| MICRON TECHNOLOGY, INC. CHN |
MU |
STOCK |
Sale
|
|
50,000 |
| DUPONT DE NEMOURS INC. CHN |
DD |
STOCK |
Sale
|
|
50,000 |
| MODAVIZ INDUSTRIES INC COMMON S |
|
STOCK |
Sale
|
|
50,000 |
| META PLATFORMS INC CHN CLASS A |
META |
STOCK |
Sale
|
|
50,000 |
| COCA-COLA COMPANY (THE) CHN |
KO |
STOCK |
Sale
|
|
50,000 |
| MONDELEZ INTERNATIONAL, INC |
MDLZ |
STOCK |
Purchase
|
|
15,001-50,000 |
| FIDELITY NAT INFO SVCS INC |
|
PRIVATE EQUITY |
Purchase
|
|
15,001-50,000 |
| COMCAST CORPORATION |
CMCSA |
STOCK |
Purchase
|
|
15,001-50,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
Purchase
|
|
15,001-50,000 |
| AMAZON.COM, INC |
AMZN |
STOCK |
Purchase
|
|
15,001-50,000 |
| WALT DISNEY COMPANY |
DIS |
STOCK |
Purchase
|
|
15,001-50,000 |
| MASTERCARD INCORPORATED |
MA |
STOCK |
Purchase
|
|
15,001-50,000 |
| ADOBE INC |
ADBE |
STOCK |
Purchase
|
|
15,001-50,000 |
| AT&T INC |
T |
STOCK |
Purchase
|
|
15,001-50,000 |
| SALESFORCE INC |
CRM |
STOCK |
Purchase
|
|
15,001-50,000 |
| WISCONSIN ST GO 5% 05/01/23 2N |
|
BOND |
Purchase
|
|
15,001-50,000 |
| AGILENT TECHNOLOGIES, INC |
A |
STOCK |
Purchase
|
|
15,001-50,000 |
| 3M COMPANY |
MMM |
STOCK |
Purchase
|
|
15,001-50,000 |
| SERVICENOW INC |
NOW |
STOCK |
Purchase
|
|
15,001-50,000 |
| QUALCOMM INC |
QCOM |
STOCK |
Purchase
|
|
15,001-50,000 |
| PNC FINANCIAL SERVICES GROUP |
PNC |
STOCK |
Purchase
|
|
15,001-50,000 |
| QUALCOMM INC |
QCOM |
STOCK |
Purchase
|
|
15,001-50,000 |
| AMPHENOL CORP CL-A (NEW) |
APH |
STOCK |
Purchase
|
|
15,001-50,000 |
| ESTEE LAUDER COMPANIES INC COM LE |
EL |
STOCK |
Purchase
|
|
nan |
| INTUIT INC |
INTU |
STOCK |
Purchase
|
|
nan |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
Purchase
|
|
nan |
| ILLUMINA INC COM USD0.01 |
ILMN |
STOCK |
P
|
|
nan |
| META PLATFORMS INC CLASS A COMMA |
META |
STOCK |
P
|
|
nan |
| EQUINK INC COM |
EQUINIX |
STOCK |
P
|
|
nan |
| DANHER CORPORATION COM |
DHR |
STOCK |
P
|
|
nan |
| CHIPOTLE MEXICAN GRILL INC |
CMG |
STOCK |
P
|
|
nan |
| CME GROUP INC COM |
CME |
STOCK |
P
|
|
nan |
| AMERICAN TOWER CORP NEW COM |
AMT |
STOCK |
P
|
|
nan |
| AMAZON COM INC |
AMZN |
STOCK |
P
|
|
nan |
| ALIGN TECHNOLOGY INC COM USD0.0001 |
ALGN |
STOCK |
P
|
|
nan |
| CITIGROUP INC CMN |
C |
STOCK |
Purchase
|
|
23,000-49,999 |
| TRUST FINANCIAL CORPORATION CMN |
TFC |
STOCK |
Purchase
|
|
23,000-49,999 |
| WELLS FARGO & CO (NEVI) CMN |
WFC |
STOCK |
Purchase
|
|
23,000-49,999 |
| UNITED PARCEL SERVICE, INC. CLASS B |
UPS |
STOCK |
Purchase
|
|
23,000-49,999 |
| FEDEX, INC. CMN |
FDX |
STOCK |
Purchase
|
|
23,000-49,999 |
| STARBUCKS CORP CMN |
SBUX |
STOCK |
Purchase
|
|
23,000-49,999 |
| STARBUCKS CORP CMN |
SBUX |
STOCK |
Purchase
|
|
23,000-49,999 |
| PHILIP MORRIS INT LTD COMPANY CMN |
PM |
STOCK |
Purchase
|
|
23,000-49,999 |
| PHILIP MORRIS INT LTD COMPANY CMN |
PM |
STOCK |
Purchase
|
|
23,000-49,999 |
| LEHMAN CORPORATION CMN CLASS A |
|
STOCK |
Purchase
|
|
23,000-49,999 |
| ADVANCED MICRO DEVICES, INC. CMN |
AMD |
STOCK |
Purchase
|
|
23,000-49,999 |
| MOTOROLA SOLUTIONS INC CMN |
MSI |
STOCK |
Purchase
|
|
23,000-49,999 |
| TFX COMPANIES INC (NEVI) CMN |
TFX |
STOCK |
Purchase
|
|
23,000-49,999 |
| MORGAN STANLEY CMN |
MS |
STOCK |
Purchase
|
|
23,000-49,999 |
| ANALOG DEVICES, INC. CMN |
ADI |
STOCK |
Purchase
|
|
23,000-49,999 |
| LUMINEER TOOL WORKS CMN |
LUMN |
STOCK |
Purchase
|
|
23,000-49,999 |
| GENERAL MOTORS COMPANY CMN |
GM |
STOCK |
Purchase
|
|
23,000-49,999 |
| MARSH & MCLENNAN CO INC CMN |
MMC |
STOCK |
Purchase
|
|
23,000-49,999 |
| BAYTERN INTERNATIONAL INC |
|
STOCK |
Purchase
|
|
nan |
| COOPER COMPANIES INC (NEW) |
COO |
STOCK |
Purchase
|
|
nan |
| EMERSON ELECTRIC CO |
EMR |
STOCK |
Purchase
|
|
nan |
| COLGATE-PALMOLIVE CO |
CL |
STOCK |
Purchase
|
|
nan |
| WEST PHARMACEUTICAL SERVICES INC |
WPH |
STOCK |
Purchase
|
|
nan |
| LOWES COMPANIES INC |
LOW |
STOCK |
Purchase
|
|
nan |
| AMRITS INC |
|
nan |
Purchase
|
|
nan |
| TRANSUNION CORP |
TRU |
STOCK |
Purchase
|
|
nan |
| DUNN & BRADSTREET CORP |
DNB |
STOCK |
Purchase
|
|
nan |
| APTV IVL FC |
|
FIXED INCOME |
Purchase
|
|
nan |
| BATON CORP LLC |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| NETFLIX INC |
NFLX |
STOCK |
Purchase
|
|
nan |
| AMERIPRISE FINANCIAL INC |
AMP |
STOCK |
Purchase
|
|
nan |
| ALEXANDRIA REAL ESTATE EQUITIES INC |
ARE |
REAL ESTATE |
Purchase
|
|
nan |
| COSTCO WHOLESALE CORPORATION |
COST |
STOCK |
Purchase
|
|
nan |
| CHARTER COMMUNICATIONS INC |
CHTR |
STOCK |
Purchase
|
|
nan |
| PROCTER & GAMBLE COMPANY (THE) |
PG |
STOCK |
Purchase
|
|
nan |
| RESMED INC |
RMD |
STOCK |
Purchase
|
|
nan |
| TEADYNVE INC CMN |
NV |
STOCK |
nan
|
|
nan |
| CHIPOTLE MEXICAN GRILL, INC CMN |
CMG |
STOCK |
nan
|
|
nan |
| CHARLES SCHWAB CORPORATION CMN INC |
SCHW |
STOCK |
nan
|
|
nan |
| BERKSHIRE HATAWAY INC, CLASS B |
BRK.B |
STOCK |
nan
|
|
nan |
| NETAPP, INC CMN |
NTAP |
STOCK |
nan
|
|
nan |
| AVIDXCHANGE COMMITMENTES INC CMN |
AVDX |
STOCK |
nan
|
|
nan |
| METTLER-TOLEDO INT CMN |
MTD |
STOCK |
nan
|
|
nan |
| NETAPP, INC CMN |
NTAP |
STOCK |
nan
|
|
nan |
| MAC/INTERFACTORY/ECONY CMN |
|
PRIVATE EQUITY |
nan
|
|
nan |
| CIEGROUP INC, CMN CLASS A |
CIE |
STOCK |
nan
|
|
nan |
| KEYSIGNT TECHNOLOGIES, INC CMN |
|
STOCK |
nan
|
|
nan |
| ACTIVISION BLIZZARD, INC CMN |
ATVI |
STOCK |
nan
|
|
nan |
| MATCH GROUP, INC, CMN |
MTCH |
STOCK |
nan
|
|
nan |
| VULCAN MATERIALS CO CMN |
VMC |
STOCK |
nan
|
|
nan |
| UNION PACIFIC CORP, CMN |
UNP |
STOCK |
nan
|
|
nan |
| DEUTS & COMPANY CMN |
DB |
STOCK |
nan
|
|
nan |
| SIEMENS-WILLIAMS CO CMN |
SW |
STOCK |
nan
|
|
nan |
| VF CORP CMN |
VFC |
STOCK |
nan
|
|
nan |
| GILEAD SCIENCES CMN |
GILD |
STOCK |
nan
|
|
nan |
| TELEFLEX INC |
TFX |
STOCK |
P
|
|
23,500 |
| NVIDIA CORPORATION |
NVDA |
STOCK |
P
|
|
23,500 |
| PERKINELMER, INC |
PRK |
STOCK |
P
|
|
23,500 |
| DERCONA, INC |
|
PRIVATE EQUITY |
P
|
|
23,500 |
| CAPITAL ONE FINANCIAL CORP |
COF |
STOCK |
P
|
|
23,500 |
| UNLIMITEDHEALTH GROUP INCORPORATE |
UNH |
STOCK |
P
|
|
23,500 |
| HEWLETT PACKARD ENTERPRISE CO |
HPE |
STOCK |
P
|
|
23,500 |
| DUNE REALTY CORPORATION |
|
REAL ESTATE |
P
|
|
23,500 |
| BIO-RAD LABORATORIES, INC |
BIO |
STOCK |
P
|
|
23,500 |
| WASTE MANAGEMENT INC |
WM |
STOCK |
P
|
|
23,500 |
| ABNOND, INC |
|
BOND |
P
|
|
23,500 |
| DOVER CORPORATION |
DOV |
STOCK |
P
|
|
23,500 |
| AMERICAN TOWER CORPORATION |
AMT |
STOCK |
P
|
|
23,500 |
| HEALTH INCOME CORPORATION |
|
FUND |
P
|
|
23,500 |
| COCA-COLA COMPANY (TICKER) |
KO |
STOCK |
P
|
|
23,500 |
| SEAGATE TECHNOLOGY HOLDING PLC |
STX |
STOCK |
P
|
|
23,500 |
| JOHNSON & JOHNSON |
JNJ |
STOCK |
P
|
|
23,500 |
| AFLAC INCORPORATED |
AFL |
STOCK |
P
|
|
23,500 |
| FORD MOTOR COMPANY CMN |
F |
STOCK |
Purchase
|
|
nan |
| KERR & CO., INC CMN |
KER |
STOCK |
Purchase
|
|
nan |
| WALGREENS BOOTS ALLIANCE, INC. CMN |
WBA |
STOCK |
Purchase
|
|
nan |
| WALGREENS BOOTS ALLIANCE, INC. CMN |
WBA |
STOCK |
Purchase
|
|
nan |
| SATELLITE NETWORKS, INC. CMN |
|
STOCK |
Purchase
|
|
nan |
| ARISTA NETWORKS, INC. CMN |
ANET |
STOCK |
Purchase
|
|
nan |
| SKYWORKS SOLUTIONS INC., CMN |
SWKS |
STOCK |
Purchase
|
|
nan |
| SKYWORKS SOLUTIONS INC., CMN |
SWKS |
STOCK |
Purchase
|
|
nan |
| METHODIST HEALTH SYSTEMS, INC CM |
|
BOND |
Purchase
|
|
nan |
| WARNER BROS DISCOVERY INC CMN |
WBD |
STOCK |
Purchase
|
|
nan |
| WARNER BROS DISCOVERY INC CMN |
WBD |
STOCK |
Purchase
|
|
nan |
| ARTHUR J. GALLAGHER & CO CMN |
AJG |
STOCK |
Purchase
|
|
nan |
| ARTHUR J. GALLAGHER & CO CMN |
AJG |
STOCK |
Purchase
|
|
nan |
| LIBERTY BROADBAND CORPORATION CM |
LBRT |
STOCK |
Purchase
|
|
nan |
| ZIMMER BIOMET HOLDINGS INC |
ZBH |
STOCK |
Purchase
|
|
nan |
| ZIMMER BIOMET HOLDINGS INC |
ZBH |
STOCK |
Purchase
|
|
nan |
| MERCK & CO, INC. COINC CMN |
MRK |
STOCK |
Purchase
|
|
nan |
| MERCK & CO, INC. COINC CMN |
MRK |
STOCK |
Purchase
|
|
nan |
| BECTON DICKINSON AND COMPANY CM |
BDX |
STOCK |
Purchase
|
|
nan |
| BECTON DICKINSON AND COMPANY CM |
BDX |
STOCK |
Purchase
|
|
nan |
| COSTAR GROUP, INC. CMN |
CSGP |
STOCK |
Purchase
|
|
nan |
| ABRIVE INC CMN |
ABRV |
STOCK |
Purchase
|
|
nan |
| ABRIVE INC CMN |
ABRV |
STOCK |
Purchase
|
|
nan |
| COSTAR GROUP, INC. CMN |
CSGP |
STOCK |
Purchase
|
|
nan |
| TAPESTRY, INC. CMN |
TPR |
STOCK |
Purchase
|
|
nan |
| TAPESTRY, INC. CMN |
TPR |
STOCK |
Purchase
|
|
nan |
| WESTERN DIGITAL CORPORATION CMN |
WDC |
STOCK |
Purchase
|
|
nan |
| WESTERN DIGITAL CORPORATION CMN |
WDC |
STOCK |
Purchase
|
|
nan |
| LIBERTY MEDIA MEDIA CORPORATION SERIES C |
LSMSA |
STOCK |
Purchase
|
|
nan |
| LIBERTY MEDIA MEDIA CORPORATION SERIES C |
LSMSA |
STOCK |
Purchase
|
|
nan |
| INVERSCO LTD. CMN |
|
STOCK |
Purchase
|
|
nan |
| INVERSCO LTD. CMN |
|
STOCK |
Purchase
|
|
nan |
| NXP SEMICONDUCTORS N.V. CMN |
NXPI |
STOCK |
nan
|
|
nan |
| TYLER TECHNOLOGIES, INC. CMN |
TYL |
STOCK |
nan
|
|
nan |
| FS INC CMN |
FS |
STOCK |
nan
|
|
nan |
| TARGET CORPORATION CMN |
TGT |
STOCK |
nan
|
|
nan |
| ALBERMARLE CORP CMN |
ALB |
STOCK |
nan
|
|
nan |
| YUM BRANDS, INC. CMN |
YUM |
STOCK |
nan
|
|
nan |
| DC CORPORATION CMN |
DC |
STOCK |
nan
|
|
nan |
| QUANTA SERVICES INC CMN |
PWR |
STOCK |
nan
|
|
nan |
| LOWRY JAMES FINANCIAL, INC. CMN |
|
STOCK |
nan
|
|
nan |
| LIBERTY BROADBAND CORPORATION Cl |
LBRDK |
STOCK |
nan
|
|
nan |
| LYONDRUSILLAS INDUSTRIES N.V. CMN |
|
STOCK |
nan
|
|
nan |
| CONTEIRA, INC. CMN |
|
STOCK |
nan
|
|
nan |
| ENTESIS, INC. CMN |
|
PRIVATE EQUITY |
nan
|
|
nan |
| PRUDENTIAL FINANCIAL, INC. CMN |
PRU |
STOCK |
nan
|
|
nan |
| PUBLIC STORAGE COMMON STO |
PSA |
STOCK |
nan
|
|
nan |
| WATERS CORPORATION COMMON STO |
WAT |
STOCK |
nan
|
|
nan |
| NEMONT CORP CMN |
NEM |
STOCK |
nan
|
|
nan |
| CARLIILE GROUP INC/THE CMN |
CG |
STOCK |
nan
|
|
nan |
| REGENERON PHARMACEUTICALS INC CMN |
REGN |
STOCK |
Shares
|
|
nan |
| ZOOMINFO TECHNOLOGIES INC CMN |
ZI |
STOCK |
Shares
|
|
nan |
| BLOCK INC, CMN CLASS A |
SQ |
STOCK |
Shares
|
|
nan |
| OTS WORLDWIDE CORPORATION CMN |
OTWW |
STOCK |
Shares
|
|
nan |
| BROADCOM INC, CMN |
AVGO |
STOCK |
Shares
|
|
nan |
| CEDNA CORPORATION CMN |
|
STOCK |
Shares
|
|
nan |
| INSURE CORPORATION CMN |
INS |
STOCK |
Shares
|
|
nan |
| PENUMBRA INC CMN |
PEN |
STOCK |
Shares
|
|
nan |
| PENUMBRA INC CMN, CLASS A |
PEN |
STOCK |
Shares
|
|
nan |
| SNAP INC, CMN CLASS A |
SNAP |
STOCK |
Shares
|
|
nan |
| KIMBERLY-CLARK CORPORATION CMN |
KMB |
STOCK |
Shares
|
|
nan |
| ATARI INC, CMN |
ATARI |
STOCK |
Shares
|
|
nan |
| ALIGN TECHNOLOGY, INC CMN |
ALGN |
STOCK |
Shares
|
|
nan |
| SOUTHERN COPPER CORPORATION CMN |
SC |
STOCK |
Shares
|
|
nan |
| NORTHERN TRUST CORP CMN |
NTRS |
STOCK |
Shares
|
|
nan |
| NORTHERN TRUST CORP CMN |
NTRS |
STOCK |
Shares
|
|
nan |
| ON SEMICONDUCTORS CORPORATION C |
ON |
STOCK |
Shares
|
|
nan |
| CISCO CORP CMN |
CSCO |
STOCK |
Shares
|
|
nan |
| EASTMAN CHEMICAL COMPANY CMN |
EMN |
STOCK |
Shares
|
|
nan |
| EASTMAN CHEMICAL COMPANY CMN |
EMN |
STOCK |
Shares
|
|
nan |
| CORVO, INC, CMN |
CRVO |
STOCK |
Shares
|
|
nan |
| CORVO, INC, CMN |
CRVO |
STOCK |
Shares
|
|
nan |
| INGERSOLL RAND INC CMN |
IR |
STOCK |
nan
|
|
nan |
| HOLOGIC INCORPORATED CMN |
HOLX |
STOCK |
nan
|
|
nan |
| DELL TECHNOLOGIES INC CMN |
DELL |
STOCK |
nan
|
|
nan |
| SSNC TECHNOLOGIES HOLDINGS, IN CMN |
NTLY |
STOCK |
nan
|
|
nan |
| CAMAXX, INC CMN |
CAMAXX |
STOCK |
nan
|
|
nan |
| MONDELEZ INTERNATIONAL, INC CMN |
MDLZ |
STOCK |
nan
|
|
nan |
| LIBERTY MEDIA CORPORATION SERIES A |
LSXMA |
STOCK |
nan
|
|
nan |
| BEST BUY CO INC CMN |
BBY |
STOCK |
nan
|
|
nan |
| GENERIC HOLDINGS INC CMN |
|
STOCK |
nan
|
|
nan |
| ARES MANAGEMENT CORPORATION CMN |
ARES |
STOCK |
nan
|
|
nan |
| CORNING INCORPORATED CMN |
GLW |
STOCK |
nan
|
|
nan |
| AMCRON PLC CMN |
|
STOCK |
nan
|
|
nan |
| HUMANA INC CMN |
HUM |
STOCK |
nan
|
|
nan |
| TELEDYNE TECHNOLOGIES INCORPORAT C |
TDy |
STOCK |
nan
|
|
nan |
| CVS HEALTH CORP CMN |
CVS |
STOCK |
nan
|
|
nan |
| PROLOGIS INC CMN |
PLD |
STOCK |
nan
|
|
nan |
| AKAMAI TECHNOLOGIES, INC CMN |
AKAM |
STOCK |
nan
|
|
nan |
| ZOOM VIDEO COMMUNICATIONS INC C |
ZM |
STOCK |
nan
|
|
nan |
| SIRIUS XM HOLDINGS INC CMN |
SIRI |
STOCK |
Purchase
|
|
Not Specified |
| ORACLE CORPORATION CMN |
ORCL |
STOCK |
Purchase
|
|
Not Specified |
| PAYCHEK, INC. CMN |
PAYC |
STOCK |
Purchase
|
|
Not Specified |
| OKTA, INC. CMN CLASS A |
OKTA |
STOCK |
Purchase
|
|
Not Specified |
| TAKE TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
Purchase
|
|
Not Specified |
| PINTEREST INC CMN CLASS A |
PINS |
STOCK |
Purchase
|
|
Not Specified |
| PEPSICO, INC. CMN |
PEP |
STOCK |
Purchase
|
|
Not Specified |
| PARAMOUNT GLOBAL CMN CLASS B |
PARA |
STOCK |
Purchase
|
|
Not Specified |
| AMERICAN EXPRESS COMPANY |
AXP |
STOCK |
Purchase
|
|
Not Specified |
| MATCH GROUP, INC. CMN |
MTCH |
STOCK |
Purchase
|
|
Not Specified |
| INTERACTIVE BROKERS GROUP, INC CMN |
IBKR |
STOCK |
Purchase
|
|
Not Specified |
| PALANTIR TECHNOLOGIES INC, CMN |
PLTR |
STOCK |
Purchase
|
|
Not Specified |
| TWILIO INC, CMN CLASS A |
TWLO |
STOCK |
Purchase
|
|
Not Specified |
| GLOBUS MEDICAL INC CMN CLASS A |
GMED |
STOCK |
Purchase
|
|
Not Specified |
| HEALTHY PROPERTIES INC CMN |
HPI.UN |
REAL ESTATE |
Purchase
|
|
Not Specified |
| MODERNA, INC. CMN |
MRNA |
STOCK |
Purchase
|
|
Not Specified |
| SNOWFLAKE INC CMN CLASS A |
SNOW |
STOCK |
Purchase
|
|
Not Specified |
| ELI LILLY & CO CMN |
LLY |
STOCK |
Purchase
|
|
Not Specified |
| CAPRI HOLDINGS LIMITED CMN |
CPRI |
STOCK |
nan
|
|
nan |
| BRUKER CORPORATION CMN |
BRKR |
STOCK |
nan
|
|
nan |
| PAYCOM SOFTWARE, INC. CMN |
PAYC |
STOCK |
nan
|
|
nan |
| FORTUNE BRANDS HOME & SECURITY C |
FBHS |
STOCK |
nan
|
|
nan |
| OLD DOMINION FREIGHT LINE, INC. CMN |
ODFL |
STOCK |
nan
|
|
nan |
| BUILDERS FIRSTSOURCE, INC. CMN |
BLDR |
STOCK |
nan
|
|
nan |
| SHERWIN-WILLIAMS CO CMN |
SHW |
STOCK |
nan
|
|
nan |
| MORGANKOR, INC CMN |
|
STOCK |
nan
|
|
nan |
| MARKETAXESS HOLDINGS INC. CMN |
MKTX |
STOCK |
nan
|
|
nan |
| INNOVATION HOMES INC. CMN |
INH |
STOCK |
nan
|
|
nan |
| XYLEN INC CMN |
XYL |
STOCK |
nan
|
|
nan |
| INVITATION CORPORATON OF AMER |
INV |
STOCK |
nan
|
|
nan |
| TE CONNECTIVITY LTD CMN |
TEL |
STOCK |
nan
|
|
nan |
| AMGEN INC CMN |
AMGN |
STOCK |
nan
|
|
nan |
| WATERMASTER COMPANY CMN |
|
STOCK |
nan
|
|
nan |
| PYTE INC CMN |
PYTE |
STOCK |
nan
|
|
nan |
| TRADES RESC, INC. [THE] CMN |
TRSC |
STOCK |
nan
|
|
nan |
| SNAP-ON INC CMN |
SNA |
STOCK |
nan
|
|
nan |
| EXPOSITURERS INTERNATIONAL OF WA CI |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| AUTOMATIC DATA PROCESSING INC CM |
ADP |
STOCK |
Purchase
|
|
nan |
| AVIANTOR FUNDING, INC CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| MICROSOFT CORPORATION CMN |
MSFT |
STOCK |
Purchase
|
|
nan |
| APPLE INC, CMN |
AAPL |
STOCK |
Purchase
|
|
nan |
| UPHOGENIAN CHASE & CO CMN |
|
nan |
Purchase
|
|
nan |
| ALPHABET INC CMN, CLASS A |
GOOGL |
STOCK |
Purchase
|
|
nan |
| COMMUNICATIONS, INC CMN |
|
STOCK |
Purchase
|
|
nan |
| THE HOME DEPOT, INC CMN |
HD |
STOCK |
Purchase
|
|
nan |
| TESLA, INC CMN |
TSLA |
STOCK |
Purchase
|
|
nan |
| VISA INC, CMN CLASS A |
V |
STOCK |
Purchase
|
|
nan |
| S&P GLOBAL FIN TECH VTY REV REV 5% 15/12/24 M |
|
FIXED INCOME |
Purchase
|
|
nan |
| UNIVERSITY LSA GEN REV REV 5% 01/01/23 F |
|
BOND |
Purchase
|
|
nan |
| OHIO STATE GEN S 5.00%s 08/01/22 F |
|
BOND |
Purchase
|
|
nan |
| ALABAMA ST 5 GO 0% 01/01/23 F |
|
BOND |
Purchase
|
|
nan |
| ST PETERSBURG FLA 3% TAX REV 4% 10/01/24 |
|
BOND |
Purchase
|
|
nan |
| CISCO SYSTEMS, INC CMN |
CSCO |
STOCK |
Purchase
|
|
nan |
| COMCAST CORPORATION CMN CLASS A VOTING |
CMCSA |
STOCK |
Purchase
|
|
nan |
| INTEL CORPORATION COMN |
INTC |
STOCK |
nan
|
|
nan |
| VIRGINIA COMMONWEALTH 1ST TRANSPN BND REV 5.000% 07/01/22 |
|
BOND |
nan
|
|
nan |
| ILLINOIS FIRM AUTH REV BND REV 5.000% 07/01/22 |
|
BOND |
nan
|
|
nan |
| ASHLAND OHIO CO GO 5.000% 12/01/22 ID |
|
BOND |
nan
|
|
nan |
| WALMART INC COMN |
WMT |
STOCK |
nan
|
|
nan |
| ABBOTT LABORATORIES COMN |
ABT |
STOCK |
nan
|
|
nan |
| LINDE PLC INC COMN |
LIN |
STOCK |
nan
|
|
nan |
| META PLATFORMS INC COMN CLASS A |
META |
STOCK |
nan
|
|
nan |
| INTUIT INC COMN |
INTU |
STOCK |
nan
|
|
nan |
| DAMAHERS CORPORATION COMN |
DAMA |
STOCK |
nan
|
|
nan |
| TEXAS INSTRUMENTS INC COMN |
TXN |
STOCK |
nan
|
|
nan |
| MEDTRONIC PUBLIC LIMITED COMPA COMN |
MDT |
STOCK |
nan
|
|
nan |
| U.S. BANCORP COMN |
USB |
STOCK |
nan
|
|
nan |
| BLACKROCK, INC COMN |
BLK |
STOCK |
nan
|
|
nan |
| NIKE CLASS-B COMN CLASS B |
NKE |
STOCK |
nan
|
|
nan |
| INTUITIVE SURGICAL, INC. COMN |
ISRG |
STOCK |
nan
|
|
nan |
| THERMO FISHER SCIENTIFIC INC COMN |
TMO |
STOCK |
nan
|
|
nan |
| APPLIED MATERIALS INC CMN |
AMAT |
STOCK |
Disposition
|
|
nan |
| ACCENTURE PLC CMN CLASS A |
ACN |
STOCK |
Disposition
|
|
nan |
| AQCENTURE PLC CMN CLASS A |
ACN |
STOCK |
Disposition
|
|
nan |
| BOOKING HOLDINGS INC CMN |
BKNG |
STOCK |
Disposition
|
|
nan |
| IQVIA HOLDINGS INC CMN |
IQV |
STOCK |
Disposition
|
|
nan |
| IQVIA HOLDINGS INC CMN |
IQV |
STOCK |
Disposition
|
|
nan |
| IAMM RESEARCH CORPORATION CMN |
IAMM |
STOCK |
Disposition
|
|
nan |
| BOSTON SCIENTIFIC CORP COMMON STOCK |
BSX |
STOCK |
Disposition
|
|
nan |
| PAYPAL HOLDINGS, INC. CMN |
PYPL |
STOCK |
Disposition
|
|
nan |
| PAYPAL HOLDINGS, INC. CMN |
PYPL |
STOCK |
Disposition
|
|
nan |
| ESTEE LAUDER COS INC CL-A CMN CLASS A |
EL |
STOCK |
Disposition
|
|
nan |
| ESTEE LAUDER COS INC CL-A CMN CLASS A |
EL |
STOCK |
Disposition
|
|
nan |
| MOODY'S CORPORATION CMN |
MCO |
STOCK |
Disposition
|
|
nan |
| MOODY'S CORPORATION CMN |
MCO |
STOCK |
Disposition
|
|
nan |
| NLA CORP CMN |
NLA |
STOCK |
Disposition
|
|
nan |
| NLA CORP CMN |
NLA |
STOCK |
Disposition
|
|
nan |
| INTERCONTINENTAL EXCHANGE INC CMN |
ICE |
STOCK |
Disposition
|
|
nan |
| INTERCONTINENTAL EXCHANGE INC CMN |
ICE |
STOCK |
Disposition
|
|
nan |
| CROWN CASTLE INTL CORP CMN |
CCI |
STOCK |
Disposition
|
|
nan |
| CROWN CASTLE INTL CORP CMN |
CCI |
STOCK |
Disposition
|
|
nan |
| ORACLE CORPORATION CMN |
ORCL |
STOCK |
Disposition
|
|
nan |
| ORACLE CORPORATION CMN |
ORCL |
STOCK |
Disposition
|
|
nan |
| CSX CORPORATION CMN |
CSX |
STOCK |
Disposition
|
|
nan |
| CSX CORPORATION CMN |
CSX |
STOCK |
Disposition
|
|
nan |
| CATERPILLAR INC BEWARE(ARE) CMN |
CAT |
STOCK |
Disposition
|
|
nan |
| CATERPILLAR INC BEWARE(ARE) CMN |
CAT |
STOCK |
Disposition
|
|
nan |
| WICHITA KANSAS GO-BN 10%/05/22/22 AD |
|
BOND |
Disposition
|
|
nan |
| WICHITA KANSAS GO-BN 10%/05/22/22 AD |
|
BOND |
Disposition
|
|
nan |
| HOUSTON TEX UTIL SYS REV 5.000% 05/15/25 |
|
BOND |
Disposition
|
|
nan |
| HOUSTON TEX UTIL SYS REV 5.000% 05/15/25 |
|
BOND |
Disposition
|
|
nan |
| T-MOBILE US INC. CMN |
TMUS |
STOCK |
Purchase
|
|
nan |
| STRYKER CORPORATION CMN |
SYK |
STOCK |
Purchase
|
|
nan |
| IDEX LABORATORIES CMN |
IDEX |
STOCK |
Purchase
|
|
nan |
| RUBICON TECHNOLOGIES, INC. CMN |
RCT |
STOCK |
Purchase
|
|
nan |
| REGIONS FINANCIAL CORPORATION CMN |
RF |
STOCK |
Purchase
|
|
nan |
| NORFOLK SOUTHERN CMN CMN |
NSC |
STOCK |
Purchase
|
|
nan |
| THE BANK OF NY MELON CORP CMN CMN |
|
nan |
Purchase
|
|
nan |
| MICRON TECHNOLOGY, INC. CMN |
MU |
STOCK |
Purchase
|
|
nan |
| ZOETIS INC. CMN CLASS A |
ZTS |
STOCK |
Purchase
|
|
nan |
| EBAY INC. CMN |
EBAY |
STOCK |
Purchase
|
|
nan |
| MONSTER BEVERAGE CORPORATION CMN |
MNST |
STOCK |
Purchase
|
|
nan |
| CME GROUP INC. CMN CLASS A |
CME |
STOCK |
Purchase
|
|
nan |
| D.R. HORTON, MORTGAGE INC CMN |
DHI |
STOCK |
Purchase
|
|
nan |
| REPUBLIC-MORGAN CMN CMN |
RM |
REAL ESTATE |
Purchase
|
|
nan |
| INTUIT FINANCIALS & FRAGRANCE CMN |
INTU |
STOCK |
Purchase
|
|
nan |
| EDWARDS ENTERPRISES CORPORATE CMN |
|
STOCK |
Purchase
|
|
nan |
| EQUINIX, INC. REIT |
EQIX |
REAL ESTATE |
Purchase
|
|
nan |
| ETSY, INC. CMN |
ETSY |
STOCK |
Purchase
|
|
nan |
| AIR PRODUCTS & CHEMICALS INC CMN |
APD |
STOCK |
Purchase
|
|
nan |
| ECORIS INC. NWN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| CAMBRIDGE GLOBAL CORPORATION CMN |
CGBG |
STOCK |
Purchase
|
|
nan |
| ELECTRONIC ARTS CMN |
EA |
STOCK |
Purchase
|
|
nan |
| AUTODESK, INC. NWN |
ADSK |
STOCK |
Purchase
|
|
nan |
| BROADRIDGE FINANCIAL SOLUTIONS IN CMN |
BR |
STOCK |
Purchase
|
|
nan |
| VERISK ANALYTICS, INC. NWN |
VRK |
STOCK |
Purchase
|
|
nan |
| SYMPTOMICS INC. CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| FIFTH THIRD BANCORP CMN |
FITB |
STOCK |
Purchase
|
|
nan |
| NASDAQ, INC. CMN |
NDAQ |
STOCK |
Purchase
|
|
nan |
| EQUILIFIX INC CMN |
|
STOCK |
nan
|
|
nan |
| JOHNSON CONTROLS INTERNATIONAL CMN |
JCI |
STOCK |
nan
|
|
nan |
| EQUITY RESIDENTIAL CMN |
|
REAL ESTATE |
nan
|
|
nan |
| FORTIVE CORPORATION CMN |
FTV |
STOCK |
nan
|
|
nan |
| S&P FINANCIAL GROUP CMN |
SPGI |
STOCK |
nan
|
|
nan |
| WESTERN ALLIANCE BANCORP CMN |
WAL |
STOCK |
nan
|
|
nan |
| PPG INDUSTRIES, INC CMN |
PPG |
STOCK |
nan
|
|
nan |
| ILLUMINA, INC CMN |
ILMN |
STOCK |
nan
|
|
nan |
| COMPANY INC, CMN |
|
nan |
nan
|
|
nan |
| UNITED RENTALS, INC. CMN |
URI |
STOCK |
nan
|
|
nan |
| ROPER TECHNOLOGIES INC CMN |
ROP |
STOCK |
nan
|
|
nan |
| ZIONS BAN CORS CMN |
ZION |
STOCK |
nan
|
|
nan |
| ROCKWELL AUTOMATION INC CMN |
ROK |
STOCK |
nan
|
|
nan |
| AMERICAN EXPRESS CO. CMN |
AXP |
STOCK |
nan
|
|
nan |
| METACURABLE, INC CMN |
METC |
STOCK |
nan
|
|
nan |
| TRUMBULL INC CMN |
|
STOCK |
nan
|
|
nan |
| PARKER-HANNIFIN CORP, CMN |
PH |
STOCK |
nan
|
|
nan |
| NEWS CORPORATION CMN CLASS A |
NWSA |
STOCK |
nan
|
|
nan |
| STATE STREET CORPORATION (NEWY) CMV |
STT |
STOCK |
Purchase
|
|
nan |
| CINTAS CORPORATION & DECKER, INC. CMV |
|
nan |
Purchase
|
|
nan |
| STANLEY BLACK & DECKER, INC. CMV |
SWK |
STOCK |
Purchase
|
|
nan |
| INTERPUBLIC GROUP CMV |
IPG |
STOCK |
Purchase
|
|
nan |
| SIMON PROPERTY GROUP, INC. CMV |
SPG |
STOCK |
Purchase
|
|
nan |
| AMERICAN INTL GROUP, INC. CMV |
AIG |
STOCK |
Purchase
|
|
nan |
| FIRST REPUBLIC BANK CMV SERIES |
|
BOND |
Purchase
|
|
nan |
| NIO TECHNOLOGIES CMV |
NIO |
STOCK |
Purchase
|
|
nan |
| WELLTOWER CMV INC |
AWK |
STOCK |
Purchase
|
|
nan |
| CHARLES RIVS LAST INTL CMV INC |
|
nan |
Purchase
|
|
nan |
| CAUDENCE DESIGN SYSTEMS INC CMV |
CDNS |
STOCK |
Purchase
|
|
nan |
| BOSTON PROPERTIES, INC. COMMON STOCK |
BXP |
STOCK |
Purchase
|
|
nan |
| FOR CORPORATION INC, COMMON CLASS B |
F |
STOCK |
Purchase
|
|
nan |
| VERSYFYING, INC. CMV |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| WESTERLY FINANCIAL CORP CMV |
WFC |
STOCK |
Purchase
|
|
nan |
| LULULEMON ATHLETICA INC. CMV |
LULU |
STOCK |
Purchase
|
|
nan |
| INDIGEN INC. CMV |
IDGN |
STOCK |
Purchase
|
|
nan |
| UNITED AIRLINES HOLDINGS INC CMV |
UAL |
STOCK |
Purchase
|
|
nan |
| ATLASIAN CORPORATION PLC CMN SHARES C LIBERTY MEDIA |
TEAM |
STOCK |
Sale
|
|
nan |
| LIBERTY MEDIA CORP CMN CLASS A |
LSXMA |
STOCK |
Sale
|
|
nan |
| WORKDAY, INC CMN CLASS A |
WDAY |
STOCK |
Sale
|
|
nan |
| DIGITAL REALTY TRUST, INC CMN |
DLR |
STOCK |
Sale
|
|
nan |
| THE TRAVELERS COMPANIES, INC CMN |
TRV |
STOCK |
Sale
|
|
nan |
| EXPEDIA GROUP INC CMN |
EXPE |
STOCK |
Sale
|
|
nan |
| EAST WEST BANCORP INC CMN |
EWBC |
STOCK |
Sale
|
|
nan |
| VENTRYS, INC CMN |
VNTY |
STOCK |
Sale
|
|
nan |
| CARNIVAL CORPORATION CMN |
CCL |
STOCK |
Sale
|
|
nan |
| EASTMAN CHEMICAL COMPANY CMN |
EMN |
STOCK |
Sale
|
|
nan |
| FOX CORPORATION CMN |
FOXA |
STOCK |
Sale
|
|
nan |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA |
CTSH |
STOCK |
Sale
|
|
nan |
| ROYAL CARIBBEAN GROUP (ISIN: LU0003885268) |
RCL |
STOCK |
Sale
|
|
nan |
| SIGNATURE BANK NEW YORK CMN |
SBNY |
STOCK |
Sale
|
|
nan |
| VIDI PROPERTIES, INC CMN |
VRE |
STOCK |
Sale
|
|
nan |
| WILLS TOWERS WATSON PLC CMN |
WTW |
STOCK |
Sale
|
|
nan |
| WESTROCK COMPANY CMN |
WRK |
STOCK |
Sale
|
|
nan |
| ESSEX PROPERTY TRUST INC CMN |
ESSR |
STOCK |
Sale
|
|
nan |
| UNIFIED NETWORKS, INC. CMN |
UNET |
STOCK |
Sale
|
|
nan |
| DATADOG, INC. CMN CLASS A |
DDOG |
STOCK |
Sale
|
|
nan |
| CHEVY INC, CMN CLASS A |
GM |
STOCK |
Sale
|
|
nan |
| MODERNA, INC. CMN |
MRNA |
STOCK |
Sale
|
|
nan |
| DOORDASH, INC CMN CLASS A |
DASH |
STOCK |
Sale
|
|
nan |
| DOORDASH, INC CMN CLASS A |
DASH |
STOCK |
Sale
|
|
nan |
| MARVELL TECHNOLOGY, INC. CMN |
MRVL |
STOCK |
Sale
|
|
nan |
| DDSS CORPORATION COMMON STOCK |
|
STOCK |
Sale
|
|
nan |
| NEW YORK TIMES CO.A CMN CLASS A |
NYT |
STOCK |
Sale
|
|
nan |
| BALL CORPORATION COMMON |
BALL |
STOCK |
Sale
|
|
nan |
| BODY WORKS, INC. CMN |
|
STOCK |
Sale
|
|
nan |
| TWITTER, INC. CMN |
|
STOCK |
Sale
|
|
nan |
| TWITTER, INC. CMN |
|
STOCK |
Sale
|
|
nan |
| BANK CORPORATION CMN |
|
STOCK |
Sale
|
|
nan |
| PYPL CORP CMN |
PYPL |
STOCK |
Sale
|
|
nan |
| PYPL CORP CMN |
PYPL |
STOCK |
Sale
|
|
nan |
| ZEBRA TECHNOLOGIES INC CMN CLASS A |
ZBRA |
STOCK |
Sale
|
|
nan |
| ZEBRA TECHNOLOGIES INC CMN CLASS A |
ZBRA |
STOCK |
Sale
|
|
nan |
| BROVON FORMAION CORP CL B CMN CLASS B |
|
STOCK |
Sale
|
|
nan |
| COMMUNICATIONS CORPORATION CMN |
CMN |
STOCK |
Sale
|
|
nan |
| CERIDIAN HCM HOLDING INC. CMN |
CDH |
STOCK |
Sale
|
|
nan |
| CERIDIAN HCM HOLDING INC. CMN |
CDH |
STOCK |
Sale
|
|
nan |
| TAKE TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
Sale
|
|
nan |
| TAKE TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
Sale
|
|
nan |
| APOLLO GLOBAL MANAGEMENT INC CMN |
APO |
STOCK |
Purchase
|
|
nan |
| SYNCHRONY FINANCIAL CMN |
SYF |
STOCK |
Purchase
|
|
nan |
| PLUG POWER INC. CMN |
PLUG |
STOCK |
Purchase
|
|
nan |
| ALLY FINANCIAL INC. CMN |
ALLY |
STOCK |
Purchase
|
|
nan |
| ALLY FINANCIAL INC. CMN |
ALLY |
STOCK |
Purchase
|
|
nan |
| PACIFIC SOFTWARE, INC. CMN |
|
STOCK |
Purchase
|
|
nan |
| MGM RESORTS INTERNATIONAL CMN |
MGM |
STOCK |
Purchase
|
|
nan |
| FRANKLIN RESOURCES INC CMN |
BEN |
STOCK |
Purchase
|
|
nan |
| FRANKLIN RESOURCES INC CMN |
BEN |
STOCK |
Purchase
|
|
nan |
| UNIVERSAL HEALTH SVC CL B CMN CLASS B |
UHSB |
STOCK |
Purchase
|
|
nan |
| UNIVERSAL HEALTH SVC CL B CMN CLASS B |
UHSB |
STOCK |
Purchase
|
|
nan |
| WATYFAIR INC CMN |
WATYF |
STOCK |
Purchase
|
|
nan |
| WATYFAIR INC CMN |
WATYF |
STOCK |
Purchase
|
|
nan |
| HOST HOTELS & RESORTS INC CMN |
HST |
STOCK |
Purchase
|
|
nan |
| CONSTELLATION BRANDS INC CMN CLASS A |
STZ |
STOCK |
Purchase
|
|
nan |
| CONSTELLATION BRANDS INC CMN CLASS A |
STZ |
STOCK |
Purchase
|
|
nan |
| LABORATORY CORPORATION OF AMER CMN |
LH |
STOCK |
Purchase
|
|
nan |
| LABORATORY CORPORATION OF AMER CMN |
LH |
STOCK |
Purchase
|
|
nan |
| SOLAREDGE TECHNOLOGIES, INC. CMN |
SEDG |
STOCK |
Purchase
|
|
nan |
| SOLAREDGE TECHNOLOGIES, INC. CMN |
SEDG |
STOCK |
Purchase
|
|
nan |
| UBIQUITI INC CMN |
UI |
STOCK |
Purchase
|
|
nan |
| UBIQUITI INC CMN |
UI |
STOCK |
Purchase
|
|
nan |
| AMERICAN Airlines GROUP INC CMN |
AAL |
STOCK |
Purchase
|
|
nan |
| AMERICAN Airlines GROUP INC CMN |
AAL |
STOCK |
Purchase
|
|
nan |
| DOLLAR GENERAL CORPORATION CMN |
DG |
STOCK |
Purchase
|
|
nan |
| DOLLAR GENERAL CORPORATION CMN |
DG |
STOCK |
Purchase
|
|
nan |
| BIOMARIN PHARMACEUTICAL, INC CMN |
BMRN |
STOCK |
Purchase
|
|
nan |
| BIOMARIN PHARMACEUTICAL, INC CMN |
BMRN |
STOCK |
Purchase
|
|
nan |
| LINCOLN NATL CORP, INC CMN |
LNC |
STOCK |
Sale
|
|
nan |
| HARTFORD FINANCIAL SRVCS GROUP CMN |
HFG |
STOCK |
Sale
|
|
nan |
| CAESARS ENTERTAINMENT INC CMN |
CAES |
STOCK |
Sale
|
|
nan |
| CITS INC CMN |
CITS |
STOCK |
Sale
|
|
nan |
| PALANTIR TECHNOLOGIES INC. CMN |
PLTR |
STOCK |
Sale
|
|
nan |
| CROWN HOLDINGS INC CMN |
CRWN |
STOCK |
Sale
|
|
nan |
| UNITY SOFTWARE INC CMN |
U |
STOCK |
Sale
|
|
nan |
| SYNOPSYS FINANCIAL CORP CMN |
SNPS |
STOCK |
Sale
|
|
nan |
| IBA, INC. CMN |
|
STOCK |
Sale
|
|
nan |
| MICROSOFT CORPORATION CMN |
MSFT |
STOCK |
Sale
|
|
nan |
| THE HOME DEPOT, INC. CMN |
HD |
STOCK |
Sale
|
|
nan |
| AMAZON.COM, INC. CMN |
AMZN |
STOCK |
Sale
|
|
nan |
| MALT DISNEY COMPANY (THE) CMN |
DIS |
STOCK |
Sale
|
|
nan |
| CISCO SYSTEMS, INC. CMN |
CSCO |
STOCK |
Sale
|
|
nan |
| NINE LIVE CLASS B CMN |
NINE |
STOCK |
Sale
|
|
nan |
| GENERAL MOTORS COMPANY CMN |
GM |
STOCK |
Sale
|
|
nan |
| SALESFORCE INC CMN |
CRM |
STOCK |
Sale
|
|
nan |
| ADOBE INC CMN |
ADBE |
STOCK |
Purchase
|
|
nan |
| UNITED PARCEL SERVICE, INC. CLASS B |
UPS |
STOCK |
Purchase
|
|
nan |
| PNC FINANCIAL SERVICES GROUP, CMN |
PNC |
STOCK |
Purchase
|
|
nan |
| AMAZON.COM INC CMN |
AMZN |
STOCK |
Purchase
|
|
nan |
| SERVICENOW INC CMN |
NOW |
STOCK |
Purchase
|
|
nan |
| EDWARDS LIFESCIENCES CORPORATI C |
EW |
STOCK |
Purchase
|
|
nan |
| NETAPP, INC. CMN |
NTAP |
STOCK |
Purchase
|
|
nan |
| STARBUCKS CORP. CMN |
SBUX |
STOCK |
Purchase
|
|
nan |
| BOOKING HOLDINGS INC. CMN |
BKNG |
STOCK |
Purchase
|
|
nan |
| THE BANK OF NY MELLON CORP CMN |
BK |
STOCK |
Purchase
|
|
nan |
| THERMO FISHER SCIENTIFIC INC CMN |
TMO |
STOCK |
Purchase
|
|
nan |
| STRYKER CORPORATION CMN |
SYK |
STOCK |
Purchase
|
|
nan |
| STATE STREET CORPORATION (NYS) CL |
STT |
STOCK |
Purchase
|
|
nan |
| AMPHEN CORP. CL A (NYS) CMN CLA |
APH |
STOCK |
Purchase
|
|
nan |
| DAMONARCH CORPORATION CMN |
|
STOCK |
Purchase
|
|
nan |
| APPLIED MATERIALS INC CMN |
AMAT |
STOCK |
Purchase
|
|
nan |
| JPMORGAN CHASE & CO CMN |
JPM |
STOCK |
Purchase
|
|
nan |
| NASDAQ, INC. CMN |
NDAQ |
STOCK |
Purchase
|
|
nan |
| ESTEE LAUDER COS INC CL A CMN CLS |
EL |
STOCK |
Sale
|
|
nan |
| NETFLIX, INC. CMN |
NFLX |
STOCK |
Sale
|
|
nan |
| MEDTRONIC PUBLIC LIMITED COMPA C |
MDT |
STOCK |
Sale
|
|
nan |
| DUPONT DE NEMOURS INC CMN |
DD |
STOCK |
Sale
|
|
nan |
| CATURLLAR INC DELAWARE CMN |
CAT |
STOCK |
Sale
|
|
nan |
| ALPHABET INC. CMN CLASS C |
GOOG |
STOCK |
Sale
|
|
nan |
| DUPONT DE NEMOURS INC CMN |
DD |
STOCK |
Sale
|
|
nan |
| FORD MOTOR COMPANY CMN |
F |
STOCK |
Sale
|
|
nan |
| NORDENIA SOUTHERN CORP CMN |
|
STOCK |
Sale
|
|
nan |
| AMERICAN EXPRESS CO. CMN |
AXP |
STOCK |
Sale
|
|
nan |
| MOHAWK INDUSTRIES INC COMMON S |
HWK |
STOCK |
Sale
|
|
nan |
| PAYCHEK, INC. CMN |
PAYC |
STOCK |
Sale
|
|
nan |
| EATON CORP PLC CMN |
ETN |
STOCK |
Sale
|
|
nan |
| WALT DISNEY COMPANY (TYS) CMN |
DIS |
STOCK |
Sale
|
|
nan |
| MORGAN STANLEY CMN |
MS |
STOCK |
Sale
|
|
nan |
| WALT DISNEY COMPANY (TYS) CMN |
DIS |
STOCK |
Sale
|
|
nan |
| CHURCH & DWIGHT CO), INC. CMN |
CHD |
STOCK |
Sale
|
|
nan |
| FREEPORT MCMORAN INC CMN |
FCX |
STOCK |
Purchase
|
|
nan |
| MICRON TECHNOLOGY, INC CMN |
MU |
STOCK |
Purchase
|
|
nan |
| ACCENTURE PLC CMN CLASS A |
ACN |
STOCK |
Purchase
|
|
nan |
| METLIFE, INC CMN |
MET |
STOCK |
Purchase
|
|
nan |
| METLIFE, INC CMN CLASS A |
MET |
STOCK |
Purchase
|
|
nan |
| ZOETIS INC CMN CLASS A |
ZTS |
STOCK |
Purchase
|
|
nan |
| DUPONT DE NEMOURS INC CMN |
DD |
STOCK |
Purchase
|
|
nan |
| MASON & MACLENNAN CO INC CMN |
|
STOCK |
Purchase
|
|
nan |
| DANHERER CORPORATION CMN |
DHR |
STOCK |
Purchase
|
|
nan |
| ALPHABET INC CMN CLASS C |
GOOG |
STOCK |
Purchase
|
|
nan |
| MSCI INC CMN |
MSCI |
STOCK |
Purchase
|
|
nan |
| MSCI INC CMN |
MSCI |
STOCK |
Purchase
|
|
nan |
| MEGM RESORTS INTERNATIONAL CMN |
MGM |
STOCK |
Purchase
|
|
nan |
| TE CONNECTIVITY LTD CMN |
TEL |
STOCK |
Purchase
|
|
nan |
| FEDEX CORPORATION CMN |
FDX |
STOCK |
Purchase
|
|
nan |
| MARTIN MARIETTA MATERIALS,INC CM |
MLM |
STOCK |
Purchase
|
|
nan |
| U.S. BANCORP CMN |
USB |
STOCK |
Purchase
|
|
nan |
| SIMON PROPERTY GROUP INC CMN |
SPG |
STOCK |
Purchase
|
|
nan |
| YUM BRANDS, INC CMN |
YUM |
STOCK |
Purchase
|
|
nan |
| YUM BRANDS, INC CMN |
YUM |
STOCK |
Purchase
|
|
nan |
| FISERV, INC CMN |
FISV |
STOCK |
Purchase
|
|
nan |
| FISERV, INC CMN |
FISV |
STOCK |
Purchase
|
|
nan |
| MARSH & MCLENNAN CO INC CMN |
MMC |
STOCK |
Purchase
|
|
nan |
| EBAY INC. CMN |
EBAY |
STOCK |
Purchase
|
|
nan |
| THERMO FISHER SCIENTIFIC INC CMN |
TMO |
STOCK |
Purchase
|
|
nan |
| SHERWIN-WILLIAMS CO CMN |
SHW |
STOCK |
Purchase
|
|
nan |
| ARTHUR J. GALLAGHER & CO CMN |
AJG |
STOCK |
Purchase
|
|
nan |
| MOHAWK INDUSTRIES INC COMMON S |
HWK |
STOCK |
Purchase
|
|
nan |
| OLD DOMINION FREIGHT LINE, INC CMN |
ODFL |
STOCK |
Purchase
|
|
nan |
| ANALOG DEVICES, INC. CMN |
ADI |
STOCK |
Purchase
|
|
nan |
| WALEGREENS BOOTS ALLIANCE, INC. CM |
WBA |
STOCK |
Purchase
|
|
nan |
| PHILIP MORRIS INTL INC CMN |
PM |
STOCK |
Purchase
|
|
nan |
| GALVESTON CITY TEX CD 5%, 02/01/23 |
|
FIXED INCOME |
Purchase
|
|
nan |
| CAMDEN PROPERTY TRUST INC CMN |
CPT |
STOCK |
Purchase
|
|
nan |
| SUN COMMUNITY PROPERTIES, TRUST CMN |
SUN |
REAL ESTATE |
Purchase
|
|
nan |
| CITREGROUP INC. CMN |
C |
STOCK |
Purchase
|
|
nan |
| MICRON TECHNOLOGY, INC CMN |
MU |
STOCK |
Purchase
|
|
nan |
| MIDERRA TECHNOLOGY, INC. CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| ORACLE CORPORATION CMN |
ORCL |
STOCK |
Purchase
|
|
nan |
| UDR INC CMN |
UDR |
STOCK |
Purchase
|
|
nan |
| BBM COMPANY CMN |
BBM |
STOCK |
Amendment
|
|
nan |
| DOVER CORPORATION CMN |
DOV |
STOCK |
Amendment
|
|
nan |
| KEYCORP CMN |
KEY |
STOCK |
Amendment
|
|
nan |
| MORGAN STANLEY CMN |
MS |
STOCK |
Amendment
|
|
nan |
| T. MORGAN HOUSE GROUP CMN |
|
STOCK |
Amendment
|
|
nan |
| RESREVO FINAL RLT INC CMN |
RESER |
STOCK |
Amendment
|
|
nan |
| MACRON TECHNOLOGY INC CMN |
6412 |
STOCK |
Amendment
|
|
nan |
| STRYKER CORPORATION CMN |
SYK |
STOCK |
Amendment
|
|
nan |
| DUPONT DE NEMOURS INC CMN |
DD |
STOCK |
Amendment
|
|
nan |
| HUMANA INC CMN |
HUM |
STOCK |
Amendment
|
|
nan |
| INTL BUSINESS MACHINES CORP CMN |
IBM |
STOCK |
Amendment
|
|
nan |
| RESMED INC CMN |
RMD |
STOCK |
Amendment
|
|
nan |
| QUALCOMM INC CMN |
QCOM |
STOCK |
Amendment
|
|
nan |
| JANES INC CMN |
|
STOCK |
Amendment
|
|
nan |
| WALMART INC CMN |
WMT |
STOCK |
Amendment
|
|
nan |
| ACCENTURE PLC CMN CLASS A |
ACN |
STOCK |
Amendment
|
|
nan |
| VERIZON COMMUNICATIONS INC CMN |
VZ |
STOCK |
Amendment
|
|
nan |
| IAC/INTERACTIVECORP CMN |
IAC |
STOCK |
Amendment
|
|
nan |
| DELL TECHNOLOGIES INC |
DELL |
STOCK |
Purchase
|
|
nan |
| FIDELITY NAT L INTO SVCS INC |
|
STOCK |
Purchase
|
|
nan |
| VULCAN MATERIALS CO |
VMC |
STOCK |
Purchase
|
|
nan |
| JUMPER NETWORKS, INC |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| CITIZENS FINANCIAL GROUP, INC |
CFG |
STOCK |
Purchase
|
|
nan |
| NORTHERN TRUST CORP |
NTR |
STOCK |
Purchase
|
|
nan |
| ABBVIKED, INC |
ABBV |
STOCK |
Purchase
|
|
nan |
| AMETEK, INC |
AME |
STOCK |
Purchase
|
|
nan |
| CROWLEY CASTLE INTL CORP |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| AMERICAN TOWER CORPORATION |
AMT |
STOCK |
Purchase
|
|
nan |
| CORNING INCORPORATED |
GLW |
STOCK |
Purchase
|
|
nan |
| IDVIA SOLUTIONS INC |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| EQVIA CO, INC |
IQVIA |
STOCK |
Purchase
|
|
nan |
| KKR & CO, INC |
KKR |
STOCK |
Purchase
|
|
nan |
| BANK OF AMERICA CORP |
BAC |
STOCK |
Purchase
|
|
nan |
| CORNING INCORPORATED |
GLW |
STOCK |
Purchase
|
|
nan |
| GENERAL MOTORS COMPANY |
GM |
STOCK |
Purchase
|
|
nan |
| INTERCONTINENTAL EXCHANGE INC |
ICE |
STOCK |
Purchase
|
|
nan |
| ST LOUIS COUNTY MO PSN SCH DIST GO |
|
BOND |
Purchase
|
|
nan |
| WASTE MANAGEMENT INC (TICK CHM) |
WM |
STOCK |
Purchase
|
|
10,000-15,000 |
| WALT DISNEY COMPANY (TICK CHM) |
DIS |
STOCK |
Purchase
|
|
10,000-15,000 |
| SKYWORKS SOLUTIONS, INC. CHM |
SWKS |
STOCK |
Purchase
|
|
10,000-15,000 |
| CORNING INCORPORATED CHM |
GLW |
STOCK |
Purchase
|
|
10,000-15,000 |
| ROCKWELL AUTOMATION INC CHM |
ROK |
STOCK |
Purchase
|
|
10,000-15,000 |
| HCA HEALTHCARE, INC CHM |
HCA |
STOCK |
Purchase
|
|
10,000-15,000 |
| INTENIVA CORPORATION CHM |
|
STOCK |
Purchase
|
|
10,000-15,000 |
| AUTOMATED DATA PROCESSING INC CV |
ADP |
FIXED INCOME |
Purchase
|
|
10,000-15,000 |
| TRANSUNION CHM |
TRU |
STOCK |
Purchase
|
|
10,000-15,000 |
| DOLLAR GENERAL CORPORATION CHM |
DG |
STOCK |
Purchase
|
|
10,000-15,000 |
| DESCON, INC CHM |
|
STOCK |
Purchase
|
|
10,000-15,000 |
| GAMILTD INC CHM |
|
STOCK |
Purchase
|
|
10,000-15,000 |
| COLGATE-PALMOLIVE CO CHM |
CL |
STOCK |
Purchase
|
|
10,000-15,000 |
| CHARTER COMMUNICATIONS, INC. CHM |
CHTR |
STOCK |
Purchase
|
|
10,000-15,000 |
| DESCON, INC CHM |
|
STOCK |
Purchase
|
|
10,000-15,000 |
| FASTENAL COMPANY CHM |
FAST |
STOCK |
Purchase
|
|
10,000-15,000 |
| DOLLAR TREE STORES, INC CHM |
DLTR |
STOCK |
Purchase
|
|
10,000-15,000 |
| CBRE GROUP, INC. CHM CLASS A |
CBRE |
STOCK |
Purchase
|
|
10,000-15,000 |
| MASTERCARD INCORPORATED CHMN CJ |
MA |
STOCK |
Purchase
|
|
nan |
| ILLUMINA, INC CHMN |
ILMN |
STOCK |
Purchase
|
|
nan |
| ALGEN TECHNOLOGY, INC CHMN |
ALGN |
STOCK |
Purchase
|
|
nan |
| MOTOROLA SOLUTIONS INC CHMN |
MSI |
STOCK |
Purchase
|
|
nan |
| KIMBERLY-CLARK CORPORATION CHMN |
KMB |
STOCK |
Purchase
|
|
nan |
| THE HERSHEY COMPANY CHMN |
HSY |
STOCK |
Purchase
|
|
nan |
| DESERE & COMPANY CHMN |
|
nan |
Purchase
|
|
nan |
| ACTIVISION BLIZZARD, INC CHMN |
ATVI |
STOCK |
Purchase
|
|
nan |
| HEWLETT PACKARD ENTERPRISE CO CHMN |
HPE |
STOCK |
Purchase
|
|
nan |
| INTUIT INC CHMN |
INTU |
STOCK |
Purchase
|
|
nan |
| REMED INC CHMN |
REM |
STOCK |
Purchase
|
|
nan |
| BOSTON PROPERTIES, INC. COMMON S |
BXP |
STOCK |
Purchase
|
|
nan |
| CIENA CORPORATION CHMN |
CIEN |
STOCK |
Purchase
|
|
nan |
| BATMONO JAMES FINANCIAL, INC. CHMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| BLOCK, INC. CHMN CLASS A |
SQ |
STOCK |
Purchase
|
|
nan |
| WORKDAY, INC. CHMN CLASS A |
WDAY |
STOCK |
Purchase
|
|
nan |
| KEYSIGHT TECHNOLOGIES, INC. CHMN |
KEYS |
STOCK |
Purchase
|
|
nan |
| HEALTHPEAK PROPERTIES INC CHMN |
PEAK |
REAL ESTATE |
Purchase
|
|
nan |
| NORTHERN TRUST CORP CMN |
NTRS |
STOCK |
Purchase
|
|
nan |
| WESTERN DIGITAL CORPORATION CMN |
WDC |
STOCK |
Purchase
|
|
nan |
| OKTA, INC. CMN CLASS A |
OKTA |
STOCK |
Purchase
|
|
nan |
| SYNOPSYS INC CMN |
SNPS |
STOCK |
Purchase
|
|
nan |
| DOCULOGIC INC CMN |
|
STOCK |
Purchase
|
|
nan |
| STERS PUBLIC LIMITED COMPANY CMN |
STERS |
STOCK |
Purchase
|
|
nan |
| CORNING INCORPORATED CMN |
GLW |
STOCK |
Purchase
|
|
nan |
| BOLO INC, INC CMN CLASS A |
|
STOCK |
Purchase
|
|
nan |
| ELECTRONIC ARTS CMN |
EA |
STOCK |
Purchase
|
|
nan |
| GLIBRONT S.A. CMN |
GLIBR |
STOCK |
Purchase
|
|
nan |
| HILTON WORLDWIDE HOLDINGS INC, CL |
HLT |
STOCK |
Purchase
|
|
nan |
| MERCK & CO, INC CMN |
MRK |
STOCK |
Purchase
|
|
nan |
| PINTEREST INC CMN CLASS A |
PINS |
STOCK |
Purchase
|
|
nan |
| DIPONT DE NEMOURS INC CMN |
DD |
STOCK |
Purchase
|
|
nan |
| DUPONT STORAGE INC CMN CLASS A |
DD |
STOCK |
Purchase
|
|
nan |
| PURE STORAGE INC CMN |
PSTG |
STOCK |
Purchase
|
|
nan |
| METTLER-TOLEDO INT CMN |
MTD |
STOCK |
Purchase
|
|
nan |
| FORTUNE BRANDS HOME & SECURITY C |
FBHS |
STOCK |
Purchase
|
|
nan |
| J B HUNT TRANS SVCS INC CMN |
JBHT |
STOCK |
Purchase
|
|
nan |
| TEMADYNIE INC CMN |
TEMD |
STOCK |
Purchase
|
|
nan |
| FORTIVE CORPORATION CMN |
FTV |
STOCK |
Purchase
|
|
nan |
| HARTFORD FINANCIAL SRVCS GROUP C |
HFG |
STOCK |
Purchase
|
|
nan |
| WESTERN DIGITAL CORPORATION CMN |
WDC |
STOCK |
Purchase
|
|
nan |
| ARES MANAGEMENT CORPORATION CO |
ARES |
STOCK |
Purchase
|
|
nan |
| REGENCY CENTERS CORPORATION CMN |
REG |
STOCK |
Purchase
|
|
nan |
| PPG INDUSTRIES, INC CMN |
PPG |
STOCK |
Purchase
|
|
nan |
| FIRST REPUBLIC BANK CMN SERIES |
FRHC |
STOCK |
Purchase
|
|
nan |
| CAVSISU GROUP INC/TINE CMN |
|
STOCK |
Purchase
|
|
nan |
| SIGNATURE BANK DNBB 10YG CMN |
|
BOND |
Purchase
|
|
nan |
| ZOOMINFO TECHNIQUELOGIES INC CMN |
ZI |
STOCK |
Purchase
|
|
nan |
| COSTCO GLOBAL INC, INC CMN |
COST |
STOCK |
Purchase
|
|
nan |
| CHARLES RIV LABS INTL, INC CMN |
CRL |
STOCK |
Purchase
|
|
nan |
| COLGATE-PALMOLIVE CO CMN |
CL |
STOCK |
Purchase
|
|
nan |
| RINGCENTRAL, INC, CMN |
RNG |
STOCK |
Purchase
|
|
nan |
| FISERV, INC, CMN |
FI |
STOCK |
Purchase
|
|
nan |
| ALEXANDRIA REAL ESTATE EQUITIES, IN |
ARE |
STOCK |
Purchase
|
|
nan |
| BORINGWARNER INC, CMN |
BW |
STOCK |
Purchase
|
|
nan |
| VICI PROPERTIES INC. CN |
VICI |
REAL ESTATE |
Purchase
|
|
nan |
| SPOTIFY TECHNOLOGIES S.A. CM |
SPOT |
STOCK |
Purchase
|
|
nan |
| SBER CORPORATION CM |
SBER |
STOCK |
Purchase
|
|
nan |
| LEAR CORPORATION, CN CLASS A |
LEA |
STOCK |
Purchase
|
|
nan |
| TWILIO INC, CN CLASS A |
TWLO |
STOCK |
Purchase
|
|
nan |
| BURLINGTON STORES INC CN |
BURL |
STOCK |
Purchase
|
|
nan |
| CARLE GROUP INC/THE CN |
|
STOCK |
Purchase
|
|
nan |
| ITT INC, CN |
ITT |
STOCK |
Purchase
|
|
nan |
| BURLINGTON STORES INC CN CLASS A |
BURL |
STOCK |
Purchase
|
|
nan |
| TEXAS INSTRUMENTS INC, CN |
TXN |
STOCK |
Purchase
|
|
nan |
| METLIFE, INC, CN |
MET |
STOCK |
Purchase
|
|
nan |
| METLIFE, INC, CN |
MET |
STOCK |
Purchase
|
|
nan |
| IRON MOUNTAIN INCORPORATED CM |
IRM |
STOCK |
Purchase
|
|
nan |
| COPVA SOFTWARE INCORPORATED CM |
|
STOCK |
Purchase
|
|
nan |
| ZOOM VIDEO COMMUNICATIONS INC C |
ZM |
STOCK |
Purchase
|
|
nan |
| COUPA SOFTWARE INCORPORATION CN CLASS B |
|
BOND |
Purchase
|
|
nan |
| NEWM COPORATION CN CLASS A |
NEWM |
STOCK |
Purchase
|
|
nan |
| SNOWFLAKE INC CM CLASS A |
SNOW |
STOCK |
Purchase
|
|
nan |
| SNAP INC, CN CLASS A |
SNAP |
STOCK |
Purchase
|
|
nan |
| DYNATRACE HOLDINGS LLC CN |
DT |
BOND |
Purchase
|
|
nan |
| SENGATA TECHNOLOGIES HOLDING P C |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| BERKSHIRE HATHAWAY CORPORATION INC CLASS B |
BRK.B |
STOCK |
Not specified
|
|
nan |
| LIBERTY MEDIA CORPORATION SERIES C |
LS CMA |
STOCK |
Not specified
|
|
nan |
| MERCADORLIBRE, INC. CMN |
MELI |
STOCK |
Not specified
|
|
nan |
| INSULET CORPORATION CMN |
PODD |
STOCK |
Not specified
|
|
nan |
| THE PROGRESSIVE CORPORATION CMN |
PGR |
STOCK |
Not specified
|
|
nan |
| TRADE DESK, INC. (TDK) |
TTD |
STOCK |
Not specified
|
|
nan |
| STONE CASTLE CAPITLA CORPORATION CMN |
SCCI |
STOCK |
Not specified
|
|
nan |
| KDX & CO. INC. CMN |
KDX |
STOCK |
Not specified
|
|
nan |
| VERISIGN, INC. CMN |
VRSN |
STOCK |
Not specified
|
|
nan |
| PROLOGIS INC CMN |
PLD |
STOCK |
Not specified
|
|
nan |
| CLOUDFLARE, INC. CMN CLASS A |
NET |
STOCK |
Not specified
|
|
nan |
| FRANKLIN RESOURCES INC CMN |
BEN |
STOCK |
Not specified
|
|
nan |
| URBAN OUTFITTERS INC CMN |
URBN |
STOCK |
Not specified
|
|
nan |
| N V R INC CMN |
NVR |
STOCK |
Not specified
|
|
nan |
| BALL CORPORATION CMN |
BALL |
STOCK |
Not specified
|
|
nan |
| ADVANCED MICRO DEVICES, INC. CMN |
AMD |
STOCK |
Not specified
|
|
nan |
| SNOWFLAKE INC CMN CLASS A |
SNOW |
STOCK |
Not specified
|
|
nan |
| FEDERAL REALTY INVESTMENT TRUS CL |
FRT |
REAL ESTATE |
Not specified
|
|
nan |
| PARKER-HANNIFIN CORP, CMAN |
PH |
STOCK |
Purchase
|
|
1,000 shares |
| JABIL INC CMAN |
JBL |
STOCK |
Purchase
|
|
Not specified |
| QUANTA SERVICES INC CMAN |
PWR |
STOCK |
Purchase
|
|
Not specified |
| VEEVA SYSTEMS INC CMAN |
VEEV |
STOCK |
Purchase
|
|
Not specified |
| EQUITY LIFESTYLE PROPERTIES, I CMAN |
LYV |
REAL ESTATE |
Purchase
|
|
Not specified |
| ACH PUBLIC LIMITED COMPANY CMAN |
ACH |
STOCK |
Purchase
|
|
Not specified |
| PENUMBRA INC CMAN |
PEN |
STOCK |
Purchase
|
|
Not specified |
| EQUITYBRIDGE GROUP COS CMAN |
|
PRIVATE EQUITY |
Purchase
|
|
Not specified |
| UNITY SOFTWARE INC CMAN |
U |
STOCK |
Purchase
|
|
Not specified |
| PENUMBRA, INC CMAN |
PEN |
STOCK |
Purchase
|
|
Not specified |
| INTERPUBLIC GROUP INC CMAN |
IPG |
STOCK |
Purchase
|
|
Not specified |
| RONCO, INC, CMAN |
|
PRIVATE EQUITY |
Purchase
|
|
Not specified |
| EQUINIX, INC, REIT |
EQIX |
REAL ESTATE |
Purchase
|
|
Not specified |
| AIRBNB, INC, CMAN CLASS A |
ABNB |
STOCK |
Purchase
|
|
Not specified |
| MASCO CORPORATION CMAN |
MAS |
STOCK |
Purchase
|
|
Not specified |
| FIFTH THIRD BANCORP, CMAN |
FITB |
STOCK |
Purchase
|
|
Not specified |
| EPAM SYSTEMS INC, CMAN |
EPAM |
STOCK |
Purchase
|
|
Not specified |
| CDW CORPORATION CMAN |
CDW |
STOCK |
Purchase
|
|
Not specified |
| WYNN RESORTS, LIMITED CMAN |
WYNN |
STOCK |
Purchase
|
|
Not specified |
| STERIS PUBLIC LIMITED COMPANY CMN |
STE |
STOCK |
Purchase
|
|
A |
| BUILDERS FIRSTSOURCE, INC. CMN |
BLDR |
STOCK |
Purchase
|
|
A |
| LAS VEGAS SANDS CORP. CMN |
LVS |
STOCK |
Purchase
|
|
A |
| EQLING, INC. NET |
|
PRIVATE EQUITY |
Purchase
|
|
A |
| FIREB, INC. CMN |
|
STOCK |
Purchase
|
|
A |
| LIBERTY BROADBAND CORPORATION CMN |
LBRDK |
STOCK |
Purchase
|
|
A |
| LIBERTY BROADBAND CORPORATION OF VIA CL |
LBRT |
STOCK |
Purchase
|
|
A |
| LEMANI MANAGEMENT HOLDING INC. CMN |
|
STOCK |
Purchase
|
|
A |
| EXPEDITORS INTERNATIONAL CMN CLASS A |
EXPD |
STOCK |
Purchase
|
|
A |
| LUMENTUM HOLDING INC. CMN |
LITE |
STOCK |
Purchase
|
|
A |
| PLUG POWER INC. CMN |
PLUG |
STOCK |
Purchase
|
|
A |
| REGAL RENEWED CORP CMN |
RGC |
STOCK |
Purchase
|
|
A |
| CELANESE CORPORATION COMMON ST |
CE |
STOCK |
Purchase
|
|
A |
| CADENCE DESIGN SYSTEMS INC CMN |
CDNS |
STOCK |
Purchase
|
|
A |
| NORWEGIAN CRUISE LINE HOLDING LTD CMN |
NCLH |
STOCK |
Purchase
|
|
A |
| XYLEM INC. CMN |
XYL |
STOCK |
Purchase
|
|
A |
| COMMESCOPE HOLDING COMPANY, INC CMN |
COMM |
STOCK |
Purchase
|
|
A |
| UBRUNTI INC CMN |
UBUNTI |
STOCK |
Purchase
|
|
A |
| LIFE STORAGE INC CMN |
CRT |
STOCK |
Purchase
|
|
A |
| NEWS CORPORATION CMMN CLS A |
NWSA |
STOCK |
Sale
|
|
nan |
| CDOVO, INC CMMN |
CDOVO |
STOCK |
Sale
|
|
nan |
| OTIS WORLDWIDE CORPORATION CMMN |
OTIS |
STOCK |
Sale
|
|
nan |
| PLAYTIKA HOLDING CORP CMMN |
PLTK |
STOCK |
Sale
|
|
nan |
| SYNBEE CORP CMMN |
SYNB |
STOCK |
Sale
|
|
nan |
| MATTEL, INC CMMN |
MAT |
STOCK |
Sale
|
|
nan |
| FINANCIAL GROUP CMMN |
|
STOCK |
Sale
|
|
nan |
| INVESCO LTD CMMN |
IVZ |
STOCK |
Sale
|
|
nan |
| DARDEN RESTAURANTS, INC CMMN |
DRI |
STOCK |
Sale
|
|
nan |
| ROSS STORES, INC CMMN |
ROST |
STOCK |
Sale
|
|
nan |
| HUNT TRANS PCYS INC CMMN |
HUNT |
STOCK |
Sale
|
|
nan |
| CHARLES IVY LTD INC CMMN |
|
STOCK |
Sale
|
|
nan |
| MONDELEZ INTERNATIONAL, INC CMMN |
MDLZ |
STOCK |
Sale
|
|
nan |
| TANDEM DIABETES CARE, INC CMMN |
TNDM |
STOCK |
Sale
|
|
nan |
| SNAP INC CMMN CLASS A |
SNAP |
STOCK |
Sale
|
|
nan |
| ALPHABET CORP CMMN |
GOOG |
STOCK |
Sale
|
|
nan |
| LAM RESEARCH CORP CMMN |
LRCX |
STOCK |
Sale
|
|
nan |
| FOX CORPORATION CMMN |
FOXA |
STOCK |
Sale
|
|
nan |
| BENTLEY SYSTEMS, INC. CMN CLASS B |
BSY |
STOCK |
Purchase
|
|
X |
| ALPHABET INC. CMN CLASS C |
GOOG |
STOCK |
Purchase
|
|
X |
| WIKIMON LTD COMPANY CMN |
|
STOCK |
Purchase
|
|
X |
| FASTENAL COMPANY CMN |
FAST |
STOCK |
Purchase
|
|
X |
| TFX COMPANIES INC BERY CMN |
TFX |
STOCK |
Purchase
|
|
X |
| NEW YORK TIMES CO. CL A CMN CLASS A |
NYT |
STOCK |
Purchase
|
|
X |
| CUBESMART CMN |
|
nan |
Purchase
|
|
X |
| SMARTSHEET INC. CMN CLASS A |
SMAR |
STOCK |
Purchase
|
|
X |
| FIDELITY NATIONAL FINANCIAL CMN |
FNF |
STOCK |
Purchase
|
|
X |
| LIBERTY MEDIA CORPORATION SERIES A |
LSXMA |
STOCK |
Purchase
|
|
X |
| CATALYST INC. CMN |
|
STOCK |
Purchase
|
|
X |
| YETI HOLDINGS INC CMN |
YETI |
STOCK |
Purchase
|
|
X |
| TYRX INC. CMN CLASS A |
TYRX |
STOCK |
Purchase
|
|
X |
| ZOOOMRITY TECHNOLOGIES INC CMN |
ZOOMR |
STOCK |
Purchase
|
|
X |
| IDEX CORPORATION COMMON STOCK |
IEX |
STOCK |
Purchase
|
|
X |
| LAMERA ADVERTISING COMPANY CMN C |
|
STOCK |
Purchase
|
|
X |
| ROYAL CARIBBEAN GROUP ISIN: US80008 |
RCL |
STOCK |
Purchase
|
|
X |
| ROYAL CARIBBEAN GROUP ISIN: US80008 |
RCL |
STOCK |
Purchase
|
|
X |
| LPL FINANCIAL HOLDINGS INC. CMN |
LPL |
STOCK |
Purchase
|
|
X |
| VANGUARD TOTAL STOCK MARKET INDEX FUND |
VTSAX |
FUND |
Purchase
|
|
nan |
| HORIZON THERAPEUTICS PLC CMN |
|
STOCK |
Purchase
|
|
nan |
| FLON & BEKOR HOLDINGS, INC. CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| DROPBOX, INC. CMN CLASS A |
DBX |
STOCK |
Purchase
|
|
nan |
| COTY, INC. CMN CLASS A |
COTY |
STOCK |
Purchase
|
|
nan |
| TYLER TECHNOLOGIES, INC. CMN |
TYL |
STOCK |
Purchase
|
|
nan |
| DOMINO'S PIZZA, INC. CMN |
DPZ |
STOCK |
Purchase
|
|
nan |
| AMERICAN EXPRESS CO. CMN |
AXP |
STOCK |
Purchase
|
|
nan |
| D.R. HORTON, INC. CMN |
DHI |
STOCK |
Purchase
|
|
nan |
| EVERCORE, INC. CMN |
EVR |
STOCK |
Purchase
|
|
nan |
| SOUTHWEST AIRLINES CO CMN |
LUV |
STOCK |
Purchase
|
|
nan |
| FASTLY, INC. CMN CLASS A |
FSLY |
STOCK |
Purchase
|
|
nan |
| GLOBAL MEDICAL INC. CMN CLASS A |
GLMD |
STOCK |
Purchase
|
|
nan |
| IPG PHOTONICS COMPOSITION CMN |
IPGP |
STOCK |
Purchase
|
|
nan |
| MOLINA HEALTHCARE, INC. CMN |
MOH |
STOCK |
Purchase
|
|
nan |
| KLA CORP CMN |
KLAC |
STOCK |
Purchase
|
|
nan |
| DENTISTRY BIRKINA INC CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| LIFT, INC. CMN CLASS A |
LYFT |
STOCK |
Purchase
|
|
nan |
| PLANET FITNESS, INC. CMN CLASS A |
PLNT |
STOCK |
Purchase
|
|
nan |
| VEEVA SYSTEMS INC CMN |
VEEV |
STOCK |
Purchase
|
|
nan |
| LAUREN COMP CMN CLASS A |
|
nan |
Purchase
|
|
nan |
| HUNTINGTON BANCSHARES INCORPORATED |
HBAN |
STOCK |
Purchase
|
|
15,000 |
| LENNAN CORPORATION CHN CLASS A |
LEN |
STOCK |
Purchase
|
|
15,000 |
| MOHAWK INDUSTRIES INC COMMON S |
HWK |
STOCK |
Purchase
|
|
15,000 |
| SKILLZ INC CHN |
SKLZ |
STOCK |
Purchase
|
|
15,000 |
| GLINTCOUPAS CORP CHMN |
|
STOCK |
Purchase
|
|
15,000 |
| ALBERTSONS COMPANIES, INC. CHN C |
ACI |
STOCK |
Purchase
|
|
15,000 |
| PEGASTARS INC CHN |
6030.T |
STOCK |
Purchase
|
|
15,000 |
| CLOROX CO (TVI) (DRS)COMMON CHN |
CLX |
STOCK |
Purchase
|
|
15,000 |
| MANMETEK TECHNOLOGIES, INC. CHN |
MMTK |
STOCK |
Purchase
|
|
15,000 |
| MAXWELL TECHNOLOGIES HOLDINGS INC, CHN |
|
STOCK |
Purchase
|
|
15,000 |
| MAVNAIL TECHNOLOGY, INC CHN |
|
STOCK |
Purchase
|
|
15,000 |
| DESERET OUTDOORS CORN CHN |
|
COMMODITY |
Purchase
|
|
15,000 |
| INTUITIONS & FRAGRANCE CHN |
|
PRIVATE EQUITY |
Purchase
|
|
15,000 |
| WASTE CONNECTIONS, INC. CHN |
WCN |
STOCK |
Purchase
|
|
15,000 |
| STIFEL FINANCIAL CORP CHN |
SF |
STOCK |
Purchase
|
|
15,000 |
| BROMAN PROPERTY HOLDING GROUP, NV |
|
PRIVATE EQUITY |
Purchase
|
|
15,000 |
| DICK'S SPORTING GOODS INC CHN |
DKS |
STOCK |
Purchase
|
|
15,000 |
| SNAP-ON INC CHN |
SNA |
STOCK |
Purchase
|
|
15,000 |
| EASTLY, INC. CNN CLASS A |
EAST |
STOCK |
Purchase
|
|
nan |
| CH. ROBINSON WORLDWIDE, INC. CNN |
CHRW |
STOCK |
Purchase
|
|
nan |
| AT&T INC. CNN |
T |
STOCK |
Purchase
|
|
nan |
| COMCAST CORPORATION CNN CLASS A |
CMCSA |
STOCK |
Purchase
|
|
nan |
| LUDD GROUP INC CNN |
|
nan |
Purchase
|
|
nan |
| PUT175/25P |
|
OPTION |
Purchase
|
|
423 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
433 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
433 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
380 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
433 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
373 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
345 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
nan |
| PUT175/25P |
|
OPTION |
Purchase
|
|
400 |
| PUT175/25P |
|
OPTION |
Purchase
|
|
378 |
| PRECKTER & SEAMBLE COMPANY (THE) CNN |
|
BOND |
Purchase
|
|
nan |
| MCDONALDS CORP CNN |
MCD |
STOCK |
Purchase
|
|
nan |
| APPLE INC. CNN |
AAPL |
STOCK |
Purchase
|
|
nan |
| TESLA, INC. CNN |
TSLA |
STOCK |
Purchase
|
|
nan |
| META PLATFORMS INC. CNN CLASS A |
META |
STOCK |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CMN |
UNP |
STOCK |
Purchase
|
|
10,001-50,000 |
| AGILENT TECHNOLOGIES, INC. CMN |
A |
STOCK |
Purchase
|
|
10,001-50,000 |
| BANK OF AMERICA CORP CMN |
BAC |
STOCK |
Purchase
|
|
10,001-50,000 |
| ABBOTT LABORATORIES MN |
ABT |
STOCK |
Purchase
|
|
10,001-50,000 |
| AMERIPRISE FINANCIAL, INC. CMN |
AMP |
STOCK |
Purchase
|
|
10,001-50,000 |
| COCA-COLA COMPANY (TIE) CMN |
KO |
STOCK |
Purchase
|
|
10,001-50,000 |
| COCA-COLA WHOLESALE CORPORATION CMN |
KO |
STOCK |
Purchase
|
|
10,001-50,000 |
| MERCK & CO, INC CMN |
MRK |
STOCK |
Purchase
|
|
10,001-50,000 |
| MERCK & CO, INC CMN |
MRK |
STOCK |
Purchase
|
|
10,001-50,000 |
| CINCINNATI FINANCIAL CORP CMN |
CINF |
STOCK |
Purchase
|
|
10,001-50,000 |
| S&P GLOBAL, INC. CMN |
SPGI |
STOCK |
Purchase
|
|
10,001-50,000 |
| INTUIT INC (REVIEW) CMN |
INTU |
STOCK |
Purchase
|
|
10,001-50,000 |
| AMERITADE INC (REVIEW) CMN |
SCHW |
STOCK |
Purchase
|
|
10,001-50,000 |
| BLACKROCK, INC. CMN |
BLK |
STOCK |
Purchase
|
|
10,001-50,000 |
| CHARLES SCHWAB INCORPORATION CMN |
SCHW |
STOCK |
Purchase
|
|
10,001-50,000 |
| PAYPAL HOLDINGS, INC. CMN |
PYPL |
STOCK |
Purchase
|
|
10,001-50,000 |
| MERCK & CO, INC CMN |
MRK |
STOCK |
Purchase
|
|
10,001-50,000 |
| VUM BRANDS, INC CMN |
VUM |
STOCK |
Purchase
|
|
10,001-50,000 |
| EWWARDS LIFESCIENCES CORPORATE CMN |
EW |
STOCK |
Purchase
|
|
10,001-50,000 |
| NVIDIA CORPORATION CMN |
NVDA |
STOCK |
Purchase
|
|
nan |
| NVIDIA CORP INC CMN CLASS A |
NVDA |
STOCK |
Purchase
|
|
nan |
| CME GROUP INC CMN CLASS A |
CME |
STOCK |
Purchase
|
|
nan |
| AT&T INC CMN |
T |
STOCK |
Purchase
|
|
nan |
| BOSTON SCIENTIFIC CORP COMMON STOCK |
BSX |
STOCK |
Purchase
|
|
nan |
| WELLS FARGO & CO (WFC) CMN |
WFC |
STOCK |
Purchase
|
|
nan |
| CDX HEALTH CORP CMN |
CDXH |
STOCK |
Purchase
|
|
nan |
| BROADCOM INC CMN |
AVGO |
STOCK |
Purchase
|
|
nan |
| BOKRONING HOLDINGS INC CMN |
BOK |
STOCK |
Purchase
|
|
nan |
| AMGEN LABORATORIES CMN |
AMGN |
STOCK |
Purchase
|
|
nan |
| BECTON DICKINSON AND COMPANY CMN |
BDX |
STOCK |
Purchase
|
|
nan |
| EBAY INC CMN |
EBAY |
STOCK |
Purchase
|
|
nan |
| COCA-COLA COMPANY (TKK) CMN |
KO |
STOCK |
Purchase
|
|
nan |
| BERKSHIRE HATHAWAY INC CLASS B |
BRK.B |
STOCK |
Purchase
|
|
nan |
| MODDY'S CORPORATION CMN |
MDLY |
STOCK |
Purchase
|
|
nan |
| WARNER BROS DISCOVERY INC CMN |
WBD |
STOCK |
Purchase
|
|
nan |
| GLOBAL PAYMENTS INC CMN |
GPN |
STOCK |
Purchase
|
|
nan |
| HCAK HOSPITALS INC CMN |
HCA |
STOCK |
Purchase
|
|
nan |
| COMMERCE BANCHAMERIS, INC CMN |
CBSH |
STOCK |
Purchase
|
|
nan |
| PROLOGIS INC CMN |
PLD |
STOCK |
Purchase
|
|
nan |
| CAPITAL ONE FINANCIAL CORP CMN |
COF |
STOCK |
Purchase
|
|
nan |
| AUTOMATIC DATA PROCESSING INC CMN |
ADP |
STOCK |
Purchase
|
|
nan |
| JOHNSON CONTROLS INTERNATIONAL CMN |
JCI |
STOCK |
Purchase
|
|
nan |
| ASSET NETWORKINGS, INC CMN |
NETW |
STOCK |
Purchase
|
|
nan |
| CVS HEALTH CORP CMN |
CVS |
STOCK |
Purchase
|
|
nan |
| ILLUMINA, INC CMN |
ILMN |
STOCK |
Purchase
|
|
nan |
| PACARIC INC CMN |
PAC |
STOCK |
Purchase
|
|
nan |
| WORKDAY, INC CMN CLASS A |
WDAY |
STOCK |
Purchase
|
|
nan |
| INTERCONTINENTAL EXCHANGE INC CMN |
ICE |
STOCK |
Purchase
|
|
nan |
| KETSIGHT TECHNOLOGIES, INC CMN |
|
STOCK |
Purchase
|
|
nan |
| FORTINET, INC CMN |
FTNT |
STOCK |
Purchase
|
|
nan |
| ECOLAB INC CMN |
ECL |
STOCK |
Purchase
|
|
nan |
| AVERY DENISON CORPORATION CMN |
AVY |
STOCK |
Purchase
|
|
nan |
| MERCK & CO, INC CMN |
MRK |
STOCK |
Purchase
|
|
nan |
| JANUS, INC CMN |
JAN |
STOCK |
Purchase
|
|
nan |
| COCA-COLA COMPANY (THE) CMN |
KO |
STOCK |
Purchase
|
|
nan |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A |
CTSH |
STOCK |
Purchase
|
|
nan |
| MERICK & CO., INC. CMV |
MRK |
STOCK |
Purchase
|
|
nan |
| EMERSON ELECTRIC CO. CMV |
EMR |
STOCK |
Purchase
|
|
nan |
| DOWEN CORPORATION CMV |
DOW |
STOCK |
Purchase
|
|
nan |
| PUBLIC STORAGE CMV |
PSA |
REAL ESTATE |
Purchase
|
|
nan |
| CO PART INC CMV |
|
nan |
Purchase
|
|
nan |
| MEDICARE SOLUTIONS, INC. CMV |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| ROPER TECHNOLOGIES INC CMV |
ROP |
STOCK |
Purchase
|
|
nan |
| DEBITAL REALTY TRUST, INC. CMV |
DRT |
REAL ESTATE |
Purchase
|
|
nan |
| MATTI GROUP, INC. CMV |
MTTR |
STOCK |
Purchase
|
|
nan |
| BAKERS INTERNATIONAL INC CMV |
|
STOCK |
Purchase
|
|
nan |
| LABORATORY CORPORATION OF AMER CMV |
LH |
STOCK |
Purchase
|
|
nan |
| AVALONBAY COMMUNITIES INC NC CMV |
AVB |
STOCK |
Purchase
|
|
nan |
| WHRICK & CO., INC. CMV |
|
STOCK |
Purchase
|
|
nan |
| BROADCOM, INC. CMV |
AVGO |
STOCK |
Purchase
|
|
nan |
| CSX CORPORATION CMV |
CSX |
STOCK |
Purchase
|
|
nan |
| BRADBRIDGE FINANCIAL SOLUTIONS IN CMV |
|
FUND |
Purchase
|
|
nan |
| PFIZER INC. CMV |
PFE |
STOCK |
Purchase
|
|
nan |
| EMERSON ELECTRIC CO. CMV |
EMR |
STOCK |
Purchase
|
|
nan |
| TRUST FINANCIAL CORPORATION CMN |
TFC |
STOCK |
Purchase
|
|
nan |
| CIENA CORPORATION CMN |
CIEN |
STOCK |
Purchase
|
|
nan |
| AUTODESK, INC. CMN |
ADSK |
STOCK |
Purchase
|
|
nan |
| CBRE GROUP, INC. CMN CLASS A |
CBRE |
STOCK |
Purchase
|
|
nan |
| SKYWORKS SOLUTIONS, INC. CMN |
SWKS |
STOCK |
Purchase
|
|
nan |
| UNITEDHEALTH GROUP INCORPORATE CMN |
UNH |
STOCK |
Purchase
|
|
nan |
| T. ROWE PRICE GROUP, INC. CMN |
TROW |
STOCK |
Purchase
|
|
nan |
| LAM RESEARCH CORPORATION CMN |
LRCX |
STOCK |
Purchase
|
|
nan |
| HCA HEALTHCARE, INC. CMN |
HCA |
STOCK |
Purchase
|
|
nan |
| O'REILLY AUTOMOTIVE, INC. CMN |
ORLY |
STOCK |
Purchase
|
|
nan |
| MERCK & CO, INC. CMN |
MRK |
STOCK |
Purchase
|
|
nan |
| DUPONT DE NEMOURS INC CMN |
DD |
STOCK |
Purchase
|
|
nan |
| EQUIDITY RESIDENTIAL CMN |
EQR |
REAL ESTATE |
Purchase
|
|
nan |
| BIO TECHNE CORP CMN |
TECH |
STOCK |
Purchase
|
|
nan |
| WELLS FARGO & CO (NEW) CMN |
WFC |
STOCK |
Purchase
|
|
nan |
| SPORTYTECH TECHNOLOGY S.A. CMN |
SPORTY |
STOCK |
Purchase
|
|
nan |
| TARGET CORPORATION CMN |
TGT |
STOCK |
Purchase
|
|
nan |
| COSTCO WHOLESALE CORPORATION CMN |
COST |
STOCK |
Purchase
|
|
nan |
| CHIPOTLE MEXICAN GRILL, INC. CMN |
CMG |
STOCK |
Purchase
|
|
nan |
| NEWS CORPORATION CMN CLASS A |
NWSA |
STOCK |
Purchase
|
|
nan |
| CORNING INCORPORATED CMN |
GLW |
STOCK |
Purchase
|
|
nan |
| ALPHABET INC, CMN CLASS A |
GOOGL |
STOCK |
Purchase
|
|
nan |
| ESRIX PROPERTIES TRUST INC CMN |
ESSR |
REAL ESTATE |
Purchase
|
|
nan |
| SYNOPSYS INC, CMN |
SNPS |
STOCK |
Purchase
|
|
nan |
| LINDE PLC CMN |
LIN |
STOCK |
Purchase
|
|
nan |
| INTEL CORPORATION CMN |
INTC |
STOCK |
Purchase
|
|
nan |
| UNITED RENTALS, INC. CMN |
URI |
STOCK |
Purchase
|
|
nan |
| CARMAX, INC. CMN |
KMX |
STOCK |
Purchase
|
|
nan |
| COATING SYSTEMS LTD, CMN |
|
STOCK |
Purchase
|
|
nan |
| CDW CORPORATION CMN |
CDW |
STOCK |
Purchase
|
|
nan |
| AKAIA COATING SYSTEMS LTD, CMN |
|
STOCK |
Purchase
|
|
nan |
| META PLATFORMS INC CMN CLASS A |
META |
STOCK |
Purchase
|
|
nan |
| EXTRA STORAGE STORAGE, INC. CMN |
|
nan |
Purchase
|
|
nan |
| JUNIPER NETWORKS, INC. CMN |
JNPR |
STOCK |
Purchase
|
|
nan |
| ICVIA HOLDINGS INC CMN |
ICV |
STOCK |
Purchase
|
|
nan |
| ICVIA HOLDINGS INC CMN |
ICV |
STOCK |
Purchase
|
|
nan |
| PRUDENTIAL FINANCIAL INC CMN |
PRU |
STOCK |
Purchase
|
|
nan |
| WILLIS TOWERS WATSON PLC CMN |
WTW |
STOCK |
Disposition
|
|
12,400 |
| WASTE MANAGEMENT INC CMN |
WM |
STOCK |
Disposition
|
|
25,400 |
| BLACKSTONE GROUP INC/THE CMN |
BX |
STOCK |
Disposition
|
|
25,400 |
| LIVE NATION ENTERTAINMENT INC CMN |
LYV |
STOCK |
Disposition
|
|
25,400 |
| MERCK & CO, INC. CMN |
MRK |
STOCK |
Disposition
|
|
25,400 |
| INTERPUBLIC GROUP COS CMN |
IPG |
STOCK |
Disposition
|
|
25,400 |
| AUTODESK, INC. CMN |
ADSK |
STOCK |
Disposition
|
|
25,400 |
| COMMERCE INCORPORATED CMN |
|
STOCK |
Disposition
|
|
25,400 |
| WEYERHAEUSER COMPANY CMN |
WY |
STOCK |
Disposition
|
|
25,400 |
| ZEBRA TECHNOLOGIES INC CMN CLASS A |
ZBRA |
STOCK |
Disposition
|
|
25,400 |
| SOUTHWEST AIRLINES CO CMN |
LUV |
STOCK |
Disposition
|
|
25,400 |
| F5 INC CMN |
FFIV |
STOCK |
Disposition
|
|
25,400 |
| ALIEN TECHNOLOGY, INC CMN |
ALIT |
STOCK |
Disposition
|
|
25,400 |
| GLOWIRE WIRESOFTWARE INC CMN |
|
STOCK |
Disposition
|
|
25,400 |
| SEAGATE TECHNOLOGY HOLDING PLC CMN |
STX |
STOCK |
Disposition
|
|
25,400 |
| MADISON SQUARE GARDEN SPORTS C CMN CLAS |
MSGS |
STOCK |
Disposition
|
|
25,400 |
| TAPESTRY, INC. CMN |
TPR |
STOCK |
Disposition
|
|
25,400 |
| ZOOM VIDEO COMMUNICATIONS INC CMN CLAS |
ZM |
STOCK |
Disposition
|
|
25,400 |
| WEST PHARMACEUTICAL SERVICES INC |
WPH |
STOCK |
Not specified
|
|
Not specified |
| FORTUNE BRANDS HOME & SECURITY CMN |
FBHS |
STOCK |
Not specified
|
|
Not specified |
| ITT INC, CMN |
ITT |
STOCK |
Not specified
|
|
Not specified |
| COSTA GROUP, INC, CMN |
CSTE |
STOCK |
Not specified
|
|
Not specified |
| COSTA GROUP, INC, CMN |
CSTE |
STOCK |
Not specified
|
|
Not specified |
| MEDICAL PROPERTIES TRUST INC CMN |
MPW |
STOCK |
Not specified
|
|
Not specified |
| ARLAC INCORPORATED CMN |
|
STOCK |
Not specified
|
|
Not specified |
| CHIPOTLE MEXICAN GRILL, INC CMN |
CMG |
STOCK |
Not specified
|
|
Not specified |
| DOCULOGIC, INC CMN |
|
STOCK |
Not specified
|
|
Not specified |
| DOCULOGIC, INC CMN |
|
STOCK |
Not specified
|
|
Not specified |
| COPPER COMPANIES INC NEV) CMN |
COPZ |
STOCK |
Not specified
|
|
Not specified |
| DIMCO REALTY CORPORATION CMN |
DIM |
STOCK |
Not specified
|
|
Not specified |
| DIMCO REALTY CORPORATION CMN |
DIM |
STOCK |
Not specified
|
|
Not specified |
| EPAM SYSTEMS, INC CMN |
EPAM |
STOCK |
Not specified
|
|
Not specified |
| TRIMBLE INC CMN |
TRMB |
STOCK |
Not specified
|
|
Not specified |
| FORD CORPORATION CMN CLASS B |
F |
STOCK |
Not specified
|
|
Not specified |
| FORD CORPORATION CMN CLASS B |
F |
STOCK |
Not specified
|
|
Not specified |
| BATH & BODY WORKS, INC, CMN |
BBWI |
STOCK |
Not specified
|
|
Not specified |
| BATH & BODY WORKS, INC, CMN |
BBWI |
STOCK |
Not specified
|
|
Not specified |
| SEAMING AND LEASING PROP, INC, CMN |
|
REAL ESTATE |
Not specified
|
|
Not specified |
| TRANE DESIG, INC (THN) CMN |
TT |
STOCK |
Not specified
|
|
Not specified |
| TRANE DESIG, INC (THN) CMN |
TT |
STOCK |
Not specified
|
|
Not specified |
| MODERN INC, CMN |
|
nan |
Not specified
|
|
Not specified |
| MODERN INC, CMN |
|
nan |
Not specified
|
|
Not specified |
| NEWS CORPORATION CMN CLASS B |
NWSA |
STOCK |
Not specified
|
|
Not specified |
| NEWS CORPORATION CMN CLASS B |
NWSA |
STOCK |
Not specified
|
|
Not specified |
| UBEO LABORATORIES INC CAN |
|
STOCK |
Purchase
|
|
nan |
| FEDERAL REALTY INVESTMENTS TRUS CAN |
FRT |
REAL ESTATE |
Purchase
|
|
nan |
| DATADOG, INC. CMI CLASS A |
DDOG |
STOCK |
Purchase
|
|
nan |
| UBER TECHNOLOGIES, INC. CMN |
UBER |
STOCK |
Purchase
|
|
nan |
| RONJ, INC. CMN |
RONJ |
STOCK |
Purchase
|
|
nan |
| TASE TWO INTERACTIVE SOFTWARE INC |
TSI |
STOCK |
Purchase
|
|
nan |
| ORTEX, INC. CMI CLASS A |
|
STOCK |
Purchase
|
|
nan |
| BURLINGTON STORES INC CAN |
BURL |
STOCK |
Purchase
|
|
nan |
| ROYAL CARIBBEAN GROUP INC, ISIN: US80088Q2868 |
RCL |
STOCK |
Purchase
|
|
nan |
| UBER BEAUTY INC CAN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| APTY/PAC CMN |
APTY |
STOCK |
Purchase
|
|
nan |
| UTAH BEAUTY INC CAN |
|
STOCK |
Purchase
|
|
nan |
| HUESPERY INC CAN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| CARNIVAL CORPORATION CAN |
CCL |
STOCK |
Purchase
|
|
nan |
| LULULEMON ATHLETICA INC CAN |
LULU |
STOCK |
Purchase
|
|
nan |
| BALPH LAUREN CORP CMN CLASS A |
|
nan |
Purchase
|
|
nan |
| PATAGONIA VOLUME CORPORATION CAN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| JAEDAMNIBIA REAL ESTATE EQUITIES, INC. |
|
REAL ESTATE |
Purchase
|
|
nan |
| APPLE INC, CMN |
AAPL |
STOCK |
Purchase
|
|
nan |
| FLEXTOR TECHNOLOGIES, INC. CMIN |
|
PRIVATE EQUITY |
nan
|
|
nan |
| NETFLIX, INC. CMIN |
NFLX |
STOCK |
nan
|
|
nan |
| INVITATION HOMES INC CMIN |
INVH |
STOCK |
nan
|
|
nan |
| ELASTIC NV CMIN |
ESTC |
STOCK |
nan
|
|
nan |
| AKAMAI TECHNOLOGIES, INC. CMIN |
AKAM |
STOCK |
nan
|
|
nan |
| ADASAMAI TECHNOLOGIES, INC. CMIN |
|
STOCK |
nan
|
|
nan |
| SIVFinancial GROUP CMIN |
|
STOCK |
nan
|
|
nan |
| CROSSWHITE HOLDINGS, INC. CMIN |
|
STOCK |
nan
|
|
nan |
| CROWDSTRIKE, INC. CMIN |
CRWD |
STOCK |
nan
|
|
nan |
| TRACTOR SUPPLY COMPANY CMIN |
TSCO |
STOCK |
nan
|
|
nan |
| RINGCENTRAL, INC. CMIN |
RING |
STOCK |
nan
|
|
nan |
| SECURES USA INC U.S.A CMIN CLASS A |
|
STOCK |
nan
|
|
nan |
| ATLASIAN CORPORATION PLC CMIN CLASS A |
TEAM |
STOCK |
nan
|
|
nan |
| TRIMBLE INC CMIN |
TRMB |
STOCK |
nan
|
|
nan |
| MODERNA, INC CMIN |
MRNA |
STOCK |
nan
|
|
nan |
| STONE CAPITAL COMPOSITION CMIN |
|
FUND |
nan
|
|
nan |
| TELEREX INC CMIN |
|
nan |
nan
|
|
nan |
| COUPA SOFTWARE INCORPORATED CMIN |
|
PRIVATE EQUITY |
nan
|
|
nan |
| VERSIGN, INC. CMIN |
VHS |
STOCK |
nan
|
|
nan |
| AFLAC INCORPORATED CHN |
AFL |
STOCK |
Purchase
|
|
nan |
| PATRON SOFTWARE, INC. CHN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| INSULET CORPORATION CHN |
PODD |
STOCK |
Purchase
|
|
nan |
| PLATIRIA HOLDING CORP CHN |
|
STOCK |
Purchase
|
|
nan |
| CEMBRA MOCH HOLDING INC CHN |
|
STOCK |
Purchase
|
|
nan |
| SPLUNG INC CHN |
|
STOCK |
Purchase
|
|
nan |
| UNDER ARMOUR, INC. CHN CLASS C |
UA |
STOCK |
Purchase
|
|
nan |
| AMERICAN INTL GROUP, INC. CHN |
AIG |
STOCK |
Purchase
|
|
nan |
| KEUNG DINING PAPER INC CHN |
|
STOCK |
Purchase
|
|
nan |
| PRIMERAURA INC CHN |
|
STOCK |
Purchase
|
|
nan |
| BLACKSTONE GROUP INC/THE CHN |
BX |
STOCK |
Purchase
|
|
nan |
| CASCADE ENTERTAINMENT INC CHN |
|
STOCK |
Purchase
|
|
nan |
| EURONET WORLDWIDE, INC. CHN |
EFN |
STOCK |
Purchase
|
|
nan |
| LUMEN TECHNOLOGIES INC CHN |
LUMN |
STOCK |
Purchase
|
|
nan |
| UNITY SOFTWARE INC, CHN |
U |
STOCK |
Purchase
|
|
nan |
| DURE BEAUTY COORDINATION CHN |
002717 |
STOCK |
Purchase
|
|
nan |
| NPO LOGISTICS (DM) SH CHN |
|
STOCK |
Purchase
|
|
nan |
| PRIMERICA, INC. CHN |
PRI |
STOCK |
Purchase
|
|
nan |
| GENUINE PARTS CO, CMN |
GP |
STOCK |
Not Specified
|
|
Not Specified |
| MONGODB, INC. CMN |
MDB |
STOCK |
Not Specified
|
|
Not Specified |
| AMERICAN AIRLINES GROUP INC CMN |
AAL |
STOCK |
Not Specified
|
|
Not Specified |
| EXPEDIA GROUP INC CMN |
EXPE |
STOCK |
Not Specified
|
|
Not Specified |
| EXPEDIA GROUP INC CMN |
EXPE |
STOCK |
Not Specified
|
|
Not Specified |
| LUMENTUM HOLDINGS INC. CMN |
LITE |
STOCK |
Not Specified
|
|
Not Specified |
| CANADIAN PACIFIC RAILWAY LTD, CMN |
CP |
STOCK |
Not Specified
|
|
Not Specified |
| MCDONALD'S CORPORATION CMN |
MCD |
STOCK |
Not Specified
|
|
Not Specified |
| ARMOUR HARDWARE, INC. CMN CLASS A |
|
STOCK |
Not Specified
|
|
Not Specified |
| BROWN FORMAN CORP CL B CMN CLASS B |
BF.B |
STOCK |
Not Specified
|
|
Not Specified |
| PVICA, INC. CMN |
|
STOCK |
Not Specified
|
|
Not Specified |
| TAPESTRY, INC. CMN CLASS A |
TPR |
STOCK |
Not Specified
|
|
Not Specified |
| AIRBNB, INC. CMN CLASS A |
ABNB |
STOCK |
Not Specified
|
|
Not Specified |
| EXPEDIA GROUP INC CMN |
EXPE |
STOCK |
Not Specified
|
|
Not Specified |
| TRANE TECHNOLOGIES PUBLIC LIMIT CMN |
TT |
STOCK |
Not Specified
|
|
Not Specified |
| COMSCORE HOLDING COMPANY, INC, CMN |
COM |
STOCK |
Not Specified
|
|
Not Specified |
| ROBERT HALF INTERNATIONAL, INC, CMN |
RHI |
STOCK |
Not Specified
|
|
Not Specified |
| TD SYNNEX CORP CMN |
SNX |
STOCK |
Not Specified
|
|
Not Specified |
| PALANTIR TECHNOLOGIES INC, CMN |
PLTR |
STOCK |
Not Specified
|
|
Not Specified |
| NORWEGIAN CRUISE LINE HLDG LTD CMN |
NCLH |
STOCK |
Purchase
|
|
nan |
| INTUITIVE SURGICAL, INC CMN |
ISRG |
STOCK |
Purchase
|
|
nan |
| LIVE NATION ENTERTAINMENT INC CMN |
LYV |
STOCK |
Purchase
|
|
nan |
| FORD CORPORATION CMN |
F |
STOCK |
Purchase
|
|
nan |
| WESTERN UNION COMPANY (THE) CMN |
WU |
STOCK |
Purchase
|
|
nan |
| NEW YORK TIMES CO CLA CMN CLASS A |
NYT |
STOCK |
Purchase
|
|
nan |
| LYFT, INC CMN CLASS A |
LYFT |
STOCK |
Purchase
|
|
nan |
| ARRAY NETWORKS, INC CMN |
ARAY |
STOCK |
Purchase
|
|
nan |
| CITRIX SYSTEMS INC CMN |
|
STOCK |
Purchase
|
|
nan |
| CATALYST, INC CMN |
CTLY |
STOCK |
Purchase
|
|
nan |
| GENPACT LIMITED CMN |
GENP |
STOCK |
Purchase
|
|
nan |
| WICCOM LTD CMN |
WIC |
STOCK |
Purchase
|
|
nan |
| CHEVY INC CMN CLASS A |
GM |
STOCK |
Purchase
|
|
nan |
| OLLIES BARGAIN OUTLET HLDG INC CMN |
OLLI |
STOCK |
Purchase
|
|
nan |
| ZSCALAR, INC CMN |
ZS |
STOCK |
Purchase
|
|
nan |
| ALBERTA AIR GROUND INCORP HLDG CMN |
|
STOCK |
Purchase
|
|
nan |
| BENTLEY SYSTEMS, INC CMN CLASS B |
BSY |
STOCK |
Purchase
|
|
nan |
| SIMON PROPERTY GROUP INC CMN |
SPG |
STOCK |
Purchase
|
|
nan |
| BIO TECHNE CORP CMN |
TECH |
STOCK |
P
|
|
nan |
| MID-AMERICA APT CMNTS INC CMN |
|
STOCK |
P
|
|
nan |
| AVALARA INC CMN |
|
STOCK |
P
|
|
nan |
| MANHATTAN ASSOCIATES INC CMN |
MANH |
STOCK |
P
|
|
nan |
| INTERACTIVE BROKERS GROUP, INC CMN CLASS X |
IBKR |
STOCK |
P
|
|
nan |
| DOMINO'S PIZZA, INC. CMN CLASS A |
DPZ |
STOCK |
P
|
|
nan |
| DICK'S SPORTING GOODS, INC. CMN |
DKS |
STOCK |
P
|
|
nan |
| DXCM, INC. CMN |
DXCM |
STOCK |
P
|
|
nan |
| SMARTSHEET INC. CMN CLASS A |
SMAR |
STOCK |
P
|
|
nan |
| SPS AIR CORPORATION CMN |
SPS |
STOCK |
P
|
|
nan |
| BILL COM HOLDINGS, INC. CMN |
BILL |
STOCK |
P
|
|
nan |
| SEALED AIR CORPORATION CMN |
SEE |
STOCK |
P
|
|
nan |
| FIVE BELOW INC. CMN |
FIVE |
STOCK |
P
|
|
nan |
| PFS PHOTONICS CORPORATION CMN |
PFS |
STOCK |
P
|
|
nan |
| DUN & BRADSTREET HOLDINGS, INC. CMN |
DNB |
STOCK |
P
|
|
nan |
| EVERTREE RE GROUP LTD CMN |
06169 |
STOCK |
P
|
|
nan |
| PLANET FITNESS, INC. CMN CLASS A |
PLNT |
STOCK |
P
|
|
nan |
| GENERAL HOLDINGS INC. CMN |
|
STOCK |
P
|
|
nan |
| SKILLZ INC. CMN |
SKLZ |
STOCK |
P
|
|
nan |
| DECKERS OUTDOORS CORP |
DECK |
STOCK |
Purchase
|
|
nan |
| WESTERN ALLIANCE BANCORP |
WAL |
STOCK |
Purchase
|
|
nan |
| BILL COM HOLDINGS, INC. |
BILL |
STOCK |
Purchase
|
|
nan |
| CERIDIAN HCM HOLDING INC |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| BENY GLOBAL GROUP INC |
|
STOCK |
Purchase
|
|
nan |
| HOLISTIC INCORPORATED |
|
STOCK |
Purchase
|
|
nan |
| BROWN & BROWN, INC |
BRO |
STOCK |
Purchase
|
|
nan |
| BROWS & BROWN, INC |
BBWI |
STOCK |
Purchase
|
|
nan |
| VMWARE, INC CLASS A |
VMW |
STOCK |
Purchase
|
|
nan |
| TRACTOR SUPPLY COMPANY |
TSCO |
STOCK |
Purchase
|
|
nan |
| BID OF RESERVE UNIV OF TEX SYS REV |
|
BOND |
Purchase
|
|
nan |
| NET NASHVILLE DAVINSON CARRT TN GO |
|
REAL ESTATE |
Purchase
|
|
nan |
| MICROSOFT CORPORATION |
MSFT |
STOCK |
Purchase
|
|
nan |
| AMAZON.COM INC |
AMZN |
STOCK |
Purchase
|
|
nan |
| TRUIST FINANCIAL CORPORATION |
TFC |
STOCK |
Purchase
|
|
nan |
| WALMART STORES COMPANY (TME) |
WMT |
STOCK |
Purchase
|
|
nan |
| GENERAL MOTORS COMPANY |
GM |
STOCK |
Purchase
|
|
nan |
| ICRN & CO. INC. CNN |
|
STOCK |
Purchase
|
|
nan |
| VIE CORP INC. CNN |
|
nan |
Purchase
|
|
nan |
| COGNIZANT TECHNOLOGY SOLUTIONS |
CTSH |
STOCK |
Purchase
|
|
nan |
| CHERE & COMPANY CNN |
|
nan |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| CARRIER GLOBAL CORPORATION CNN |
CARR |
STOCK |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| UNION PACIFIC CORP. CNN |
UNP |
BOND |
Purchase
|
|
nan |
| TAKE TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
Purchase
|
|
nan |
| ALPHABET INC CNN CLASS A |
GOOGL |
STOCK |
Purchase
|
|
nan |
| BRIDE ISLAND CLEAN WT FRY ASY REV 5% 10/6 |
|
BOND |
Purchase
|
|
nan |
| META PLATFORMS INC CNN CLASS A |
META |
STOCK |
Purchase
|
|
nan |
| META PLATFORMS INC CNN CLASS A |
META |
STOCK |
Purchase
|
|
nan |
| PEPSICO, INC. CNN |
PEP |
STOCK |
Purchase
|
|
nan |
| PEPSICO, INC. CNN |
PEP |
STOCK |
Purchase
|
|
nan |
| MONDELEZ INTERNATIONAL, INC. CAN |
MDLZ |
STOCK |
Purchase
|
|
nan |
| PFIZER INC. CMN |
PFE |
STOCK |
Purchase
|
|
nan |
| BERKSHIRE HATHAWAY INC. CLASS B |
BRK.B |
STOCK |
Purchase
|
|
nan |
| FIDELITY LATIN INFO SVCS INC CMN |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| HARTFORD FINANCIAL SRVCS GROUP CMN |
HIG |
STOCK |
Purchase
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY CMN |
ADM |
STOCK |
Purchase
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY CMN |
ADM |
STOCK |
Purchase
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY CMN |
ADM |
STOCK |
Purchase
|
|
nan |
| FIDELITY NATL INFO SVCS INC CMN |
FNV |
STOCK |
Purchase
|
|
nan |
| ARCHER-DANIELS-MIDLAND COMPANY CMN |
ADM |
STOCK |
Purchase
|
|
nan |
| COMCAST CORPORATION CMN CLASS A VOTING |
CMCSA |
STOCK |
Purchase
|
|
nan |
| MONDELEZ INTERNATIONAL, INC. CAN |
MDLZ |
STOCK |
Purchase
|
|
nan |
| VISA INC |
V |
STOCK |
Purchase
|
|
nan |
| SINOP INC CL A |
SINO |
STOCK |
Purchase
|
|
nan |
| SBA GLOBAL, INC COM |
SBAC |
STOCK |
Purchase
|
|
nan |
| PAYPAL HOLDINGS INC COM |
PYPL |
STOCK |
Purchase
|
|
nan |
| INVIDIA CORPORATION COM |
NVDA |
STOCK |
Purchase
|
|
nan |
| NIKE INC CLASS B COM NPV |
NKE |
STOCK |
Sale
|
|
nan |
| NETFLIX INC |
NFLX |
STOCK |
Sale
|
|
nan |
| MICROSOFT CORP |
MSFT |
STOCK |
Sale
|
|
nan |
| MATCH GROUP INC NEW COM |
MTCH |
STOCK |
Sale
|
|
nan |
| ESTEE LAUDER COMPANIES INC COM U |
EL |
STOCK |
Sale
|
|
nan |
| INTUIT INC |
INTU |
STOCK |
Sale
|
|
nan |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
Sale
|
|
nan |
| ILLUMINA INC COM US052012 |
ILMN |
STOCK |
Sale
|
|
nan |
| META PLATFORMS INC CLASS A COMM |
META |
STOCK |
Sale
|
|
nan |
| EQUINIX INC COM |
EQIX |
STOCK |
Sale
|
|
nan |
| DANAHER CORPORATION COM |
DHR |
STOCK |
Sale
|
|
nan |
| CHIPOTLE MEXICAN GRILL INC |
CMG |
STOCK |
Sale
|
|
nan |
| CME GROUP INC COM |
CME |
STOCK |
Purchase
|
|
nan |
| AMERICAN TOWER CORP NEW COM |
AMT |
STOCK |
Purchase
|
|
nan |
| AMAZON.COM INC COM |
AMZN |
STOCK |
Purchase
|
|
nan |
| ALLIANZ TECHNOLOGY INC COM (ISIN:US0204001) |
|
STOCK |
Purchase
|
|
nan |
| ADOBE SYSTEMS INCORPORATED COM |
ADBE |
STOCK |
Purchase
|
|
nan |
| VISA INC CLA |
V |
STOCK |
Purchase
|
|
nan |
| SNAP INC CL A |
SNAP |
STOCK |
Purchase
|
|
nan |
| SAP GLOBAL INC COM |
SAP |
STOCK |
Purchase
|
|
nan |
| PAYPAL HOLDINGS INC COM |
PYPL |
STOCK |
Purchase
|
|
nan |
| NVIDIA CORPORATION COM |
NVDA |
STOCK |
Purchase
|
|
nan |
| NINE INC CLASS B COM NPV |
NINE |
STOCK |
Purchase
|
|
nan |
| NETFLIX INC |
NFLX |
STOCK |
Purchase
|
|
nan |
| MICROSOFT CORP |
MSFT |
STOCK |
Purchase
|
|
nan |
| MATCH GROUP INC NEW COM |
MTCH |
STOCK |
Purchase
|
|
nan |
| MSCI INC. CMN |
MSCI |
STOCK |
Purchase
|
June 2, 2022 |
nan |
| LIVE NATION ENTERTAINMENT INC CMN |
LYV |
STOCK |
Purchase
|
June 2, 2022 |
nan |
| FIDELITY NATL INFO SVCS INC CMN |
FIS |
STOCK |
Purchase
|
May 19, 2022 |
23,000-49,999 |
| POOL CORP CMN |
POOL |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| TRANE TECHNOLOGIES PUBLIC UMI CMN |
TT |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| GENPACT LIMITED CMN |
GENP |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| MICRON TECHNOLOGY INCORPORA CMN |
MU |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| DUPONT DE Nemours (NEW) CMN |
DD |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| JAMETEK INC NEW CMN |
JMKT |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| DUPONT DE Nemours INC CMN |
DD |
STOCK |
Purchase
|
May 3, 2022 |
nan |
| TRANSUNION CMN |
TRU |
STOCK |
Purchase
|
April 4, 2022 |
nan |
| Enphase Energy Corp Common Stock |
ENPH |
STOCK |
Sale
|
Feb. 6, 2013 |
$15,001-$50,000 |