Q2 2024 |
130 |
$5.49B |
+$211M |
-$274M |
-$63M |
ONTO, ROAD, TXRH, RBC, KNSL
|
13F-HR |
8/14/2024, 11:16 AM |
Q1 2024 |
126 |
$5.69B |
+$179M |
-$170M |
+$8.77M |
KNSL, ONTO, ROAD, RBC, AAON
|
13F-HR |
5/3/2024, 01:20 PM |
Q4 2023 |
127 |
$5.3B |
+$179M |
-$187M |
-$7.69M |
ONTO, RBC, KNSL, EXPO, ROAD
|
13F-HR |
2/6/2024, 06:04 PM |
Q3 2023 |
125 |
$4.75B |
+$329M |
-$218M |
+$111M |
KNSL, FICO, ONTO, RBC, EXPO
|
13F-HR |
11/13/2023, 01:12 PM |
Q2 2023 |
122 |
$5.07B |
+$154M |
-$287M |
-$132M |
KNSL, FICO, ONTO, EXPO, EXLS
|
13F-HR |
8/1/2023, 04:40 PM |
Q1 2023 |
123 |
$4.91B |
+$242M |
-$189M |
+$53M |
FICO, KNSL, EXPO, FOXF, EXLS
|
13F-HR |
5/12/2023, 06:01 PM |
Q4 2022 |
124 |
$4.45B |
+$168M |
-$208M |
-$40.1M |
FICO, KNSL, EXLS, EXPO, RBC
|
13F-HR |
2/7/2023, 04:49 PM |
Q3 2022 |
128 |
$4.33B |
+$195M |
-$73.9M |
+$121M |
KNSL, EXLS, EXPO, RBC, FICO
|
13F-HR |
11/2/2022, 11:38 AM |
Q2 2022 |
128 |
$4.35B |
+$161M |
-$235M |
-$74.4M |
KNSL, EXPO, EXLS, FICO, RBC
|
13F-HR |
8/2/2022, 03:06 PM |
Q1 2022 |
128 |
$5.18B |
+$196M |
-$265M |
-$69.5M |
KNSL, EXPO, FICO, TECH, EXLS
|
13F-HR |
5/2/2022, 12:11 PM |
Q4 2021 |
126 |
$6.2B |
+$166M |
-$261M |
-$95.2M |
FOXF, TREX, KNSL, OMCL, EXPO
|
13F-HR |
2/2/2022, 05:12 PM |
Q3 2021 |
128 |
$5.9B |
+$193M |
-$382M |
-$189M |
FOXF, EXPO, BL, OMCL, TECH
|
13F-HR |
11/8/2021, 01:03 PM |
Q2 2021 |
127 |
$6.14B |
+$159M |
-$172M |
-$13M |
FOXF, TECH, FICO, OMCL, BL
|
13F-HR |
8/11/2021, 04:28 PM |
Q1 2021 |
128 |
$5.86B |
+$270M |
-$464M |
-$194M |
FOXF, TECH, FICO, BL, EXPO
|
13F-HR |
5/3/2021, 04:42 PM |
Q4 2020 |
125 |
$5.9B |
+$215M |
-$309M |
-$94.5M |
BL, MASI, FICO, KNSL, TECH
|
13F-HR |
2/2/2021, 10:29 AM |
Q3 2020 |
122 |
$4.85B |
+$266M |
-$183M |
+$83M |
KNSL, MASI, FICO, BL, TYL
|
13F-HR |
11/12/2020, 11:08 AM |
Q2 2020 |
120 |
$4.62B |
+$256M |
-$165M |
+$90.6M |
MASI, KNSL, TYL, FICO, EXPO
|
13F-HR |
8/13/2020, 10:41 AM |
Q1 2020 |
120 |
$3.52B |
$0 |
$0 |
|
MASI, TYL, EXPO, FICO, KNSL
|
13F-HR |
5/14/2020, 05:42 PM |
Q4 2019 |
0 |
|
|
|
|
|
13F-NT |
2/14/2020, 03:18 PM |
Q3 2019 |
0 |
|
|
|
|
|
13F-NT |
11/14/2019, 07:30 AM |
Q2 2019 |
0 |
|
|
|
|
|
13F-NT |
8/1/2019, 01:31 PM |
Q1 2019 |
0 |
|
|
|
|
|
13F-NT |
5/1/2019, 03:23 PM |
Q4 2018 |
0 |
|
|
|
|
|
13F-NT |
2/6/2019, 05:23 AM |
Q3 2018 |
0 |
|
|
|
|
|
13F-NT |
11/8/2018, 08:57 PM |
Q2 2018 |
0 |
|
|
|
|
|
13F-NT |
8/10/2018, 10:02 AM |
Q1 2018 |
0 |
|
|
|
|
|
13F-NT |
5/14/2018, 08:13 AM |
Q4 2017 |
0 |
|
|
|
|
|
13F-NT |
2/2/2018, 01:22 PM |
Q3 2017 |
0 |
|
|
|
|
|
13F-NT |
11/14/2017, 09:05 AM |
Q2 2017 |
0 |
|
|
|
|
|
13F-NT |
8/14/2017, 05:24 PM |
Q1 2017 |
0 |
|
|
|
|
|
13F-NT |
5/3/2017, 07:33 AM |
Q4 2016 |
0 |
|
|
|
|
|
13F-NT |
1/27/2017, 08:42 PM |
Q3 2016 |
0 |
|
|
|
|
|
13F-NT |
10/24/2016, 02:24 PM |
Q2 2016 |
0 |
|
|
|
|
|
13F-NT |
7/29/2016, 07:53 AM |
Q1 2016 |
0 |
|
|
|
|
|
13F-NT |
5/12/2016, 06:41 AM |
Q4 2015 |
0 |
|
|
|
|
|
13F-NT |
2/3/2016, 04:29 PM |
Q3 2015 |
0 |
|
|
|
|
|
13F-NT |
11/16/2015, 06:43 AM |
Q2 2015 |
0 |
|
|
|
|
|
13F-NT |
8/17/2015, 09:09 AM |
Q1 2015 |
0 |
|
|
|
|
|
13F-NT |
5/14/2015, 09:24 PM |
Q4 2014 |
0 |
|
|
|
|
|
13F-NT |
2/11/2015, 08:35 PM |
Q3 2014 |
131 |
$3.42B |
+$103M |
-$705M |
-$602M |
MIDD, PRXL, ORLY, LKQ, APH
|
13F-HR |
11/14/2014, 12:24 PM |
Q2 2014 |
130 |
$4.08B |
+$257M |
-$359M |
-$102M |
ORLY, UAA, MIDD, GWR, AMG
|
13F-HR |
8/15/2014, 11:27 AM |
Q1 2014 |
130 |
$4.28B |
+$299M |
-$357M |
-$58M |
ORLY, TSCO, PII, UAA, SBNY
|
13F-HR |
5/12/2014, 02:19 PM |
Q4 2013 |
134 |
$4.41B |
$0 |
$0 |
|
LKQ, TSCO, PII, CTSH, AMG
|
13F-HR |
2/11/2014, 12:32 PM |