Q1 2021 |
0 |
$0 |
$0 |
-$63M |
-$63M |
|
13F-HR |
5/14/2021, 09:48 AM |
Q4 2020 |
147 |
$63M |
+$28.4M |
-$321M |
-$293M |
MODV, COWN, VRTS, OFIX, HURN
|
13F-HR |
2/12/2021, 11:21 AM |
Q3 2020 |
222 |
$341M |
+$101M |
-$382M |
-$281M |
NOMD, BOX, HRC, MIC, SJM
|
13F-HR |
11/12/2020, 11:07 AM |
Q2 2020 |
302 |
$601M |
+$382M |
-$879M |
-$497M |
EBAY, COST, EA, TTWO, ILMN
|
13F-HR |
8/13/2020, 11:16 AM |
Q1 2020 |
272 |
$954M |
+$561M |
-$540M |
+$20.7M |
BIIB, HPQ, BG, SMG, ZBH
|
13F-HR |
5/13/2020, 12:24 PM |
Q4 2019 |
249 |
$1.07B |
+$352M |
-$516M |
-$164M |
HZNP, JAZZ, LULU, ABBV, BHC
|
13F-HR |
2/13/2020, 09:49 AM |
Q3 2019 |
263 |
$1.16B |
+$339M |
-$445M |
-$106M |
LULU, NWL, SYMC, LUMN, KL
|
13F-HR |
11/13/2019, 03:17 PM |
Q2 2019 |
270 |
$1.28B |
+$518M |
-$550M |
-$32M |
XRX, KL, SYF, CDNS, MNST
|
13F-HR |
8/13/2019, 09:38 AM |
Q1 2019 |
271 |
$1.31B |
+$919M |
-$970M |
-$51M |
CYBR, SKX, CDNS, XRX, SYF
|
13F-HR |
5/13/2019, 03:10 PM |
Q4 2018 |
319 |
$1.28B |
+$873M |
-$856M |
+$16.3M |
MLNX, CYBR, ZBRA, DXCM, CELG
|
13F-HR |
2/13/2019, 03:00 PM |
Q3 2018 |
262 |
$1.39B |
+$624M |
-$700M |
-$75.4M |
FTNT, LULU, ILMN, ABMD, ALGN
|
13F-HR |
11/13/2018, 10:37 AM |
Q2 2018 |
273 |
$1.38B |
+$645M |
-$690M |
-$44.5M |
ETSY, NEWR, ALGN, ABMD, LULU
|
13F-HR |
8/13/2018, 02:43 PM |
Q1 2018 |
300 |
$1.33B |
+$937M |
-$1.01B |
-$73.1M |
ETSY, SKX, ALGN, FTNT, IBKR
|
13F-HR |
5/14/2018, 02:40 PM |
Q4 2017 |
273 |
$1.36B |
+$676M |
-$851M |
-$175M |
EXEL, YY, NVR, LNW, ETSY
|
13F-HR |
2/13/2018, 02:41 PM |
Q3 2017 |
279 |
$1.47B |
+$738M |
-$756M |
-$18.2M |
LNW, CC, EXEL, UCTT, FCAU
|
13F-HR |
11/14/2017, 10:24 AM |
Q2 2017 |
286 |
$1.36B |
+$717M |
-$841M |
-$124M |
EXEL, CYH, CC, MTZ, MASI
|
13F-HR |
8/14/2017, 11:30 AM |
Q1 2017 |
293 |
$1.43B |
+$657M |
-$781M |
-$124M |
CC, EXEL, CYH, WCG, REN
|
13F-HR |
5/12/2017, 10:27 AM |
Q4 2016 |
322 |
$1.45B |
+$763M |
-$748M |
+$14.9M |
CC, REN, WCG, ARRY, EXEL
|
13F-HR |
2/14/2017, 12:39 PM |
Q3 2016 |
345 |
$1.39B |
+$748M |
-$915M |
-$167M |
TSE, PVH, SIMO, REN, FPRX
|
13F-HR |
11/14/2016, 02:44 PM |
Q2 2016 |
376 |
$1.44B |
+$832M |
-$915M |
-$82.4M |
CDE, NRG, PVH, SIMO, MRC
|
13F-HR |
8/12/2016, 02:34 PM |
Q1 2016 |
376 |
$1.5B |
+$933M |
-$828M |
+$105M |
HTZ, NRG, HA, PVH, AXL
|
13F-HR |
5/13/2016, 12:25 PM |
Q4 2015 |
368 |
$1.39B |
+$797M |
-$856M |
-$58.5M |
NRG, LDOS, MANH, TTWO, INCR
|
13F-HR |
2/12/2016, 10:49 AM |
Q3 2015 |
356 |
$1.41B |
+$827M |
-$666M |
+$161M |
SKX, ANAC, ICLR, MANH, CDW
|
13F-HR |
11/13/2015, 12:38 PM |
Q2 2015 |
341 |
$1.34B |
+$764M |
-$883M |
-$120M |
SKX, ICLR, SWKS, JACK, WPX
|
13F-HR |
8/13/2015, 03:46 PM |
Q1 2015 |
346 |
$1.45B |
+$667M |
-$799M |
-$132M |
SKX, SWKS, ICLR, EA, JACK
|
13F-HR |
5/15/2015, 09:43 AM |
Q4 2014 |
348 |
$1.5B |
+$765M |
-$858M |
-$93.7M |
SWKS, SKX, HNT, EA, SWIR
|
13F-HR |
2/13/2015, 11:53 AM |
Q3 2014 |
346 |
$1.54B |
+$794M |
-$732M |
+$62.8M |
SWKS, BITA, ICLR, IDTI, SKX
|
13F-HR |
11/13/2014, 02:58 PM |
Q2 2014 |
328 |
$1.49B |
+$703M |
-$717M |
-$14.1M |
BITA, BKS, IDTI, SWKS, AER
|
13F-HR |
8/14/2014, 11:35 AM |
Q1 2014 |
344 |
$1.46B |
+$832M |
-$588M |
+$244M |
BITA, BRCD, AER, GPRE, EEFT
|
13F-HR |
5/14/2014, 11:32 AM |
Q4 2013 |
296 |
$1.19B |
$0 |
$0 |
|
HIMX, BITA, SFUN, EJ, UBNT
|
13F-HR |
2/14/2014, 11:31 AM |