| Q4 2015 |
30 |
$92M |
+$43.5M |
-$51.5M |
-$8M |
VMC, AAP, GOOG, CF, BKFS
|
13F-HR |
2/11/2016, 04:29 PM |
| Q3 2015 |
25 |
$100M |
+$37.3M |
-$30.5M |
+$6.83M |
VMC, AAP, CTSH, UNFI, DLTR
|
13F-HR |
11/9/2015, 02:30 PM |
| Q2 2015 |
23 |
$103M |
+$47.6M |
-$65.7M |
-$18.1M |
LNG, TV, KAR, DLTR, CF
|
13F-HR |
8/11/2015, 12:16 PM |
| Q1 2015 |
27 |
$123M |
+$39.1M |
-$186M |
-$147M |
KAR, META, CF, TILE, DFS
|
13F-HR |
5/6/2015, 01:44 PM |
| Q4 2014 |
24 |
$251M |
+$87.6M |
-$212M |
-$125M |
KAR, ULTA, DLTR, META, FNF
|
13F-HR |
2/3/2015, 01:45 PM |
| Q3 2014 |
30 |
$353M |
+$162M |
-$172M |
-$10.6M |
LNG, TDS, TUESQ, SFUN, META
|
13F-HR |
11/7/2014, 02:52 PM |
| Q2 2014 |
30 |
$361M |
+$109M |
-$466M |
-$357M |
LNG, TDS, AAL, META, TUESQ
|
13F-HR |
8/12/2014, 07:18 PM |
| Q1 2014 |
41 |
$697M |
+$371M |
-$283M |
+$88.6M |
LNG, CPRT, IBN, EDU, AGO
|
13F-HR |
5/7/2014, 02:16 PM |
| Q4 2013 |
30 |
$575M |
$0 |
$0 |
|
EJ, GM, VMC, AGO, USG
|
13F-HR |
2/6/2014, 04:48 PM |