Q3 2024 |
1,152 |
$3.72B |
+$1.25B |
-$778M |
+$477M |
AAPL, MSFT, LPX, NVDA, BRBR
|
13F-HR |
11/12/2024, 04:11 PM |
Q2 2024 |
1,482 |
$3.01B |
+$974M |
-$454M |
+$520M |
CRUS, BRBR, LPX, AMG, ITRI
|
13F-HR |
8/14/2024, 05:37 PM |
Q1 2024 |
1,052 |
$2.55B |
+$581M |
-$648M |
-$66.5M |
EME, BRBR, LPX, RHP, CRUS
|
13F-HR |
5/14/2024, 06:17 PM |
Q4 2023 |
1,111 |
$2.48B |
+$601M |
-$533M |
+$67.3M |
HOG, AWI, ASGN, BRBR, RHP
|
13F-HR |
2/14/2024, 03:14 PM |
Q3 2023 |
1,085 |
$2.13B |
+$609M |
-$702M |
-$92.9M |
ASGN, UFPI, SM, AVT, PFGC
|
13F-HR |
11/13/2023, 04:56 PM |
Q2 2023 |
1,067 |
$2.3B |
+$690M |
-$620M |
+$70.2M |
MANH, TDC, UFPI, FLEX, MEDP
|
13F-HR |
8/14/2023, 02:35 PM |
Q1 2023 |
1,117 |
$2.12B |
+$720M |
-$502M |
+$219M |
MANH, DECK, LSCC, EME, ALGM
|
13F-HR |
5/12/2023, 03:30 PM |
Q4 2022 |
1,117 |
$1.8B |
+$403M |
-$384M |
+$19.5M |
MANH, GGG, FN, BRKR, UNVR
|
13F-HR |
2/13/2023, 06:39 PM |
Q3 2022 |
1,154 |
$1.65B |
+$625M |
-$267M |
+$358M |
MANH, EWBC, BLDR, GGG, AMN
|
13F-HR |
11/15/2022, 02:13 PM |
Q2 2022 |
1,176 |
$1.33B |
+$419M |
-$404M |
+$14.6M |
BLDR, BRKR, AMN, EWBC, AAPL
|
13F-HR |
8/15/2022, 02:05 PM |
Q1 2022 |
1,164 |
$1.53B |
+$941M |
-$166M |
+$775M |
PSTG, AAPL, BLDR, RS, WSO
|
13F-HR |
5/16/2022, 01:41 PM |
Q4 2021 |
947 |
$801M |
+$211M |
-$206M |
+$5M |
AAPL, TNDM, MANH, MSFT, WIRE
|
13F-HR |
2/14/2022, 12:29 PM |
Q3 2021 |
1,008 |
$751M |
+$529M |
-$70.4M |
+$459M |
AAPL, MANH, TNDM, TNET, AMZN
|
13F-HR |
11/15/2021, 12:17 PM |
Q2 2021 |
416 |
$297M |
+$108M |
-$140M |
-$31.8M |
AAPL, AMZN, MSFT, TNDM, NVDA
|
13F-HR |
8/13/2021, 01:30 PM |
Q1 2021 |
427 |
$313M |
+$134M |
-$193M |
-$59.3M |
AAPL, CRUS, MSFT, AEL, HELE
|
13F-HR |
5/13/2021, 08:27 PM |
Q4 2020 |
400 |
$351M |
+$141M |
-$157M |
-$16.4M |
AMZN, AAPL, EGHT, AEL, AL
|
13F-HR |
2/12/2021, 01:28 PM |
Q3 2020 |
393 |
$315M |
+$118M |
-$110M |
+$7.85M |
AMZN, AAPL, QTS, BOX, JAZZ
|
13F-HR |
11/16/2020, 01:25 PM |
Q2 2020 |
411 |
$295M |
+$104M |
-$101M |
+$3.26M |
MSFT, AMZN, BOX, AAPL, LPSN
|
13F-HR |
8/12/2020, 04:49 PM |
Q1 2020 |
402 |
$237M |
+$122M |
-$156M |
-$34.3M |
MSFT, AMZN, CCOI, BOX, FN
|
13F-HR |
5/13/2020, 11:26 AM |
Q4 2019 |
371 |
$335M |
+$145M |
-$99.1M |
+$45.7M |
OZK, WAL, MSFT, FIX, WHD
|
13F-HR |
2/18/2020, 09:58 AM |
Q3 2019 |
355 |
$268M |
+$107M |
-$105M |
+$1.58M |
WAL, AXE, OZK, MSFT, DIOD
|
13F-HR |
11/13/2019, 05:37 PM |
Q2 2019 |
341 |
$271M |
+$164M |
-$73.7M |
+$90.4M |
WAL, AMZN, CUZ, IOSP, DIOD
|
13F-HR |
8/14/2019, 12:56 PM |
Q1 2019 |
298 |
$175M |
+$41.9M |
-$269M |
-$227M |
SPY, IOSP, ITGR, QTNA, WCC
|
13F-HR |
5/1/2019, 03:04 PM |
Q4 2018 |
367 |
$359M |
+$110M |
-$130M |
-$20.2M |
SPY, ITGR, MLNX, AIT, UFPI
|
13F-HR |
2/1/2019, 02:10 PM |
Q3 2018 |
340 |
$464M |
+$120M |
-$156M |
-$36.2M |
ITGR, AIT, UFPI, FIX, HUBG
|
13F-HR |
11/13/2018, 08:14 PM |
Q2 2018 |
328 |
$482M |
+$134M |
-$202M |
-$68.6M |
UFPI, QSII, ITGR, AIT, HUBG
|
13F-HR |
8/1/2018, 07:27 PM |
Q1 2018 |
324 |
$516M |
+$226M |
-$141M |
+$85.2M |
SPY, VRNT, XCRA, SUPN, DK
|
13F-HR |
5/2/2018, 07:42 PM |
Q4 2017 |
303 |
$424M |
+$148M |
-$168M |
-$19.9M |
BCC, CLCT, MLR, SKX, HDNG
|
13F-HR |
1/31/2018, 08:44 PM |
Q3 2017 |
298 |
$437M |
+$195M |
-$129M |
+$65.7M |
ESIO, CTRN, MBUU, HCCI, LPX
|
13F-HR |
11/16/2017, 06:07 PM |
Q2 2017 |
284 |
$356M |
+$166M |
-$189M |
-$22.9M |
MBUU, FRP, LMAT, CRCM, SPA
|
13F-HR |
7/31/2017, 06:14 PM |
Q1 2017 |
312 |
$370M |
+$149M |
-$134M |
+$14.6M |
KMG, FRP, MBUU, PCMI, AMAT
|
13F-HR |
5/2/2017, 04:19 PM |
Q4 2016 |
325 |
$350M |
+$131M |
-$145M |
-$14M |
FRP, KMG, HOLX, KNL, XXIA
|
13F-HR |
1/25/2017, 05:40 PM |
Q3 2016 |
360 |
$345M |
+$171M |
-$92.6M |
+$78M |
BCOV, EXTR, CPS, KMG, KLAC
|
13F-HR |
10/11/2016, 06:21 PM |
Q2 2016 |
352 |
$247M |
+$88.3M |
-$111M |
-$22.5M |
CTXS, BCOV, EXTR, CAH, ZIXI
|
13F-HR |
8/11/2016, 08:42 PM |
Q1 2016 |
342 |
$267M |
+$114M |
-$61.8M |
+$52.4M |
CAH, CTXS, CTB, RHI, AAPL
|
13F-HR |
5/9/2016, 07:25 PM |
Q4 2015 |
325 |
$214M |
+$89.9M |
-$59.7M |
+$30.2M |
ZIXI, CCL, EXTR, RHI, COR
|
13F-HR |
2/11/2016, 06:44 PM |
Q3 2015 |
302 |
$180M |
+$65.5M |
-$50.3M |
+$15.2M |
EBF, CAH, EXTR, ZAGG, TRR
|
13F-HR |
10/27/2015, 08:00 PM |
Q2 2015 |
306 |
$181M |
+$64.4M |
-$64.9M |
-$516K |
CULP, CTRN, SIGM, CAH, STRT
|
13F-HR |
8/24/2015, 01:02 PM |
Q1 2015 |
305 |
$180M |
+$58.5M |
-$51.5M |
+$7.05M |
SIGM, ZAGG, STRT, AFAM, CRAI
|
13F-HR |
5/11/2015, 05:39 PM |
Q4 2014 |
294 |
$169M |
+$61.6M |
-$39.9M |
+$21.7M |
SIGM, ZAGG, ELX, UNTD, IDT
|
13F-HR |
2/10/2015, 08:08 PM |
Q3 2014 |
276 |
$135M |
+$38.8M |
-$52.5M |
-$13.7M |
KAI, NKE, ZAGG, SU, CCUR
|
13F-HR |
11/10/2014, 01:47 PM |
Q2 2014 |
288 |
$155M |
+$45M |
-$147M |
-$102M |
KAI, BMO, SIGM, ECA, SPA
|
13F-HR |
8/11/2014, 02:01 PM |
Q1 2014 |
306 |
$253M |
+$63.6M |
-$195M |
-$132M |
TEN, SIGM, GEF, V107SC, CACC
|
13F-HR |
4/25/2014, 05:03 PM |
Q4 2013 |
344 |
$374M |
$0 |
$0 |
|
VMW, KR, CSGS, FITB, CHE
|
13F-HR |
2/10/2014, 10:35 AM |