| Q4 2025 |
121 |
$877,105,606 |
+$214,601,289 |
-$145,663,708 |
+$68,937,581 |
GRANITE CONSTR INC, PATRICK INDS INC, HALOZYME THERAPEUTICS INC, OSI SYSTEMS INC, USA
|
13F-HR |
28 Jan 2026, 08:05 |
| Q3 2025 |
107 |
$796,298,576 |
+$121,312,065 |
-$166,000,196 |
-$44,688,131 |
GRANITE CONSTR INC, HALOZYME THERAPEUTICS INC, PATRICK INDS INC, SEMTECH CORP, OSI SYSTEMS INC
|
13F-HR |
20 Oct 2025, 11:50 |
| Q2 2025 |
115 |
$808,398,100 |
+$196,757,382 |
-$91,211,414 |
+$105,545,968 |
GRANITE CONSTR INC, BTX, FLUOR CORP, PATRICK INDS INC, TETRA TECH INC NEW
|
13F-HR |
15 Jul 2025, 17:18 |
| Q1 2025 |
112 |
$669,083,246 |
+$104,486,414 |
-$178,886,685 |
-$74,400,271 |
FLUOR CORP, HALOZYME THERAPEUTICS INC, PATRICK INDS INC, LANTHEUS HLDGS INC, TETRA TECH INC NEW
|
13F-HR |
29 Apr 2025, 07:44 |
| Q4 2024 |
121 |
$777,482,596 |
+$124,550,388 |
-$92,852,060 |
+$31,698,328 |
INTEGER HLDGS CORP, GRANITE CONSTR INC, FLUOR CORP, INTERDIGITAL INC, TETRA TECH INC NEW
|
13F-HR |
24 Jan 2025, 14:45 |
| Q3 2024 |
121 |
$732,437,673 |
+$151,949,235 |
-$133,150,450 |
+$18,798,785 |
INTEGER HLDGS CORP, GRANITE CONSTR INC, TETRA TECH INC NEW, PATRICK INDS INC, LANTHEUS HLDGS INC
|
Restatement |
30 Jan 2025, 12:43 |
| Q2 2024 |
115 |
$674,186,000 |
+$67,043,185 |
-$124,751,412 |
-$57,708,227 |
INTEGER HLDGS CORP, INFINERA CORP, AXON ENTERPRISE INC, IMPINJ INC, PATRICK INDS INC
|
Restatement |
31 Jan 2025, 08:54 |
| Q1 2024 |
125 |
$732,651,939 |
+$151,781,994 |
-$119,799,994 |
+$31,982,000 |
INTEGER HLDGS CORP, INFINERA CORP, AXON ENTERPRISE INC, PATRICK INDS INC, IMPINJ INC
|
Restatement |
31 Jan 2025, 08:42 |
| Q4 2023 |
86 |
$685,265,838 |
+$82,540,592 |
-$122,272,541 |
-$39,731,949 |
MIDDLEBY CORP, ORMAT TECHNOLOGIES INC, INFINERA CORP, AXON ENTERPRISE INC, WORKIVA INC
|
13F-HR |
31 Jan 2024, 07:30 |
| Q3 2023 |
90 |
$699,063,055 |
+$91,094,631 |
-$84,359,546 |
+$6,735,085 |
WORKIVA INC, MGP INGREDIENTS INC NEW, PEABODY ENGR CORP, PROS HOLDINGS INC, MIDDLEBY CORP
|
13F-HR |
20 Oct 2023, 10:10 |
| Q2 2023 |
96 |
$711,576,503 |
+$64,248,413 |
-$47,267,989 |
+$16,980,424 |
WORKIVA INC, MGP INGREDIENTS INC NEW, HELIX ENERGY SOLUTIONS GRP I, VERADIGM INC, INFINERA CORP
|
13F-HR |
28 Jul 2023, 08:02 |
| Q1 2023 |
103 |
$677,289,222 |
+$89,676,738 |
-$91,899,441 |
-$2,222,703 |
WORKIVA INC, PEABODY ENGR CORP, HELIX ENERGY SOLUTIONS GRP I, VERADIGM INC, MGP INGREDIENTS INC NEW
|
13F-HR |
27 Apr 2023, 16:34 |
| Q4 2022 |
107 |
$666,172,512 |
+$142,437,965 |
-$58,733,974 |
+$83,703,991 |
VERADIGM INC, MGP INGREDIENTS INC NEW, HELIX ENERGY SOLUTIONS GRP I, BOX INC, KBR INC
|
13F-HR |
08 Feb 2023, 18:57 |
| Q3 2022 |
104 |
$562,461,000 |
+$102,124,370 |
-$31,149,252 |
+$70,975,118 |
ALLSCRIPTS HEALTHCARE SOLUTI, LUMENTUM HLDGS INC, PARSONS CORP DEL, HELIX ENERGY SOLUTIONS GRP I, KBR INC
|
13F-HR |
11 Oct 2022, 13:52 |
| Q2 2022 |
105 |
$500,624,000 |
+$128,187,961 |
-$22,792,710 |
+$105,395,251 |
KBR INC, INFINERA CORP, RAPID7 INC, GRANITE CONSTR INC, VAREX IMAGING CORP
|
13F-HR |
27 Jul 2022, 11:57 |
| Q1 2022 |
89 |
$446,899,000 |
+$166,755,081 |
-$10,213,571 |
+$156,541,510 |
INFINERA CORP, KBR INC, PALO ALTO NETWORKS INC, ALLSCRIPTS HEALTHCARE SOLUTI, FIVE9 INC
|
13F-HR |
02 May 2022, 10:05 |
| Q4 2021 |
66 |
$307,461,000 |
+$56,962,164 |
-$37,396,165 |
+$19,565,999 |
SMART GLOBAL HLDGS INC, VAREX IMAGING CORP, INFINERA CORP, FIVE9 INC, AMERICAN AIRLINES GROUP INC
|
13F-HR |
27 Jan 2022, 16:45 |
| Q3 2021 |
63 |
$281,186,000 |
$0 |
$0 |
$0 |
WORKIVA INC, VAREX IMAGING CORP, FIVE9 INC, GRANITE CONSTR INC, INFINERA CORP
|
13F-HR |
02 Nov 2021, 17:36 |