| Q4 2018 | 114 | $257M | +$40.8M | -$38.8M | +$2.01M | CCI, MA, AMZN, EPR, VTR | 13F-HR | 2/11/2019, 08:56 PM | 
          
            | Q3 2018 | 150 | $391M | +$61M | -$14.9M | +$46.1M | AMZN, MA, CCI, TTD, EPR | 13F-HR | 11/13/2018, 02:21 PM | 
          
            | Q2 2018 | 138 | $350M | +$56.3M | -$146M | -$90.1M | AMZN, MA, CCI, TTD, AXGN | 13F-HR | 7/12/2018, 01:23 PM | 
          
            | Q1 2018 | 222 | $783M | +$162M | -$75.4M | +$86.7M | MSFT, GOOG, AAPL, AMZN, MA | 13F-HR | 5/15/2018, 02:22 PM | 
          
            | Q4 2017 | 216 | $754M | +$85.5M | -$83.9M | +$1.63M | MSFT, GOOG, AAPL, GOOGL, JNJ | 13F-HR | 2/12/2018, 01:58 PM | 
          
            | Q3 2017 | 240 | $759M | +$67.3M | -$81.7M | -$14.5M | GOOG, MSFT, AAPL, MA, UNH | 13F-HR | 11/7/2017, 05:55 PM | 
          
            | Q2 2017 | 243 | $784M | +$87.7M | -$76.6M | +$11.1M | GOOG, MSFT, AAPL, MA, UNH | 13F-HR | 8/11/2017, 11:45 AM | 
          
            | Q1 2017 | 262 | $785M | +$71.7M | -$347M | -$275M | MSFT, GOOG, AAPL, AMZN, MA | 13F-HR | 6/5/2017, 04:48 PM | 
          
            | Q4 2016 | 280 | $1.12B | +$185M | -$175M | +$9.68M | MSFT, GOOG, EPR, AAPL, JNJ | 13F-HR | 2/13/2017, 10:49 AM | 
          
            | Q3 2016 | 296 | $1.28B | +$247M | -$165M | +$82.3M | EPR, GOOG, MSFT, AMZN, AAPL | 13F-HR | 11/14/2016, 10:38 AM | 
          
            | Q2 2016 | 334 | $1.35B | +$275M | -$181M | +$93.2M | EPR, GOOG, AMZN, NCMIXXXX, AAPL | 13F-HR | 8/10/2016, 02:26 PM | 
          
            | Q1 2016 | 324 | $1.4B | +$249M | -$129M | +$120M | GOOG, AAPL, EPR, MSFT, MA | 13F-HR | 5/10/2016, 03:36 PM | 
          
            | Q4 2015 | 330 | $1.44B | +$272M | -$170M | +$102M | GOOG, EPR, AAPL, AMZN, MA | 13F-HR | 2/8/2016, 11:04 AM | 
          
            | Q3 2015 | 334 | $1.43B | +$291M | -$170M | +$121M | AAPL, EPR, GOOGXXXX, IMAX, MA | 13F-HR | 11/10/2015, 01:11 PM | 
          
            | Q2 2015 | 323 | $1.62B | +$246M | -$319M | -$72.9M | AAPL, BFH, EPR, IMAX, IDTI | 13F-HR | 8/5/2015, 02:46 PM | 
          
            | Q1 2015 | 318 | $1.88B | +$359M | -$260M | +$99.7M | AAPL, BFH, EPR, AMBA, IMAX | 13F-HR | 5/13/2015, 05:18 PM | 
          
            | Q4 2014 | 323 | $1.93B | +$364M | -$251M | +$113M | AAPL, EPR, BFH, AMBA, IMAX | Restatement | 2/11/2015, 02:28 PM | 
          
            | Q3 2014 | 331 | $1.96B | +$395M | -$216M | +$179M | EPR, AAPL, CLB, BFH, AMBA | 13F-HR | 11/13/2014, 11:01 AM | 
          
            | Q2 2014 | 335 | $2.16B | +$308M | -$289M | +$18.9M | EPR, BFH, CLB, PRLB, AAPL | 13F-HR | 8/13/2014, 04:06 PM | 
          
            | Q1 2014 | 324 | $2.29B | +$369M | -$165M | +$204M | CLB, EPR, BFH, GOOGLXXXX, PRLB | 13F-HR | 5/15/2014, 11:59 AM | 
          
            | Q4 2013 | 313 | $2.34B |  |  |  | NUS, CLB, BFH, EPR, PRLB | 13F-HR | 2/11/2014, 03:31 PM |