Q3 2024 |
113 |
$185M |
+$28.7M |
-$26.7M |
+$1.98M |
BKNG, ZTO, LAMR, VRSN, JNPR
|
13F-HR |
11/8/2024, 04:23 PM |
Q2 2024 |
107 |
$170M |
+$30.4M |
-$30.3M |
+$179K |
BKNG, AZN, JNPR, VRSN, LAMR
|
13F-HR |
8/22/2024, 01:07 PM |
Q1 2024 |
107 |
$174M |
+$31.4M |
-$11.9M |
+$19.5M |
SCHW, AZN, JNPR, CME, HD
|
13F-HR |
6/4/2024, 09:33 AM |
Q4 2023 |
112 |
$116M |
+$20.3M |
-$17.6M |
+$2.77M |
AZN, CME, SCHW, NTES, MTN
|
13F-HR |
2/20/2024, 06:01 AM |
Q3 2023 |
113 |
$151M |
+$25.7M |
-$24.7M |
+$944K |
AZN, CME, NTES, CSCO, INTU
|
13F-HR |
11/22/2023, 04:51 PM |
Q2 2023 |
117 |
$156M |
+$19.3M |
-$19.3M |
-$15.1K |
LRCX, ADBE, CMI, SCHW, HD
|
13F-HR |
8/14/2023, 05:28 PM |
Q1 2023 |
111 |
$153M |
+$25.4M |
-$25.1M |
+$270K |
LRCX, JNPR, QCOM, CMI, LULU
|
Restatement |
6/6/2023, 01:59 PM |
Q4 2022 |
112 |
$145M |
+$18M |
-$18M |
+$70.1K |
TGNA, BATRA, DGX, SCHW, ACGL
|
13F-HR |
2/3/2023, 02:57 PM |
Q3 2022 |
113 |
$132M |
+$21.2M |
-$22.4M |
-$1.22M |
CAH, TGNA, BATRA, SCHW, RHI
|
13F-HR |
11/23/2022, 09:56 AM |
Q2 2022 |
118 |
$138M |
+$22.9M |
-$25.1M |
-$2.2M |
TGNA, CAH, HAE, PGR, DGX
|
Restatement |
8/12/2022, 11:51 AM |
Q1 2022 |
120 |
$157M |
+$21.9M |
-$26M |
-$4.14M |
TGNA, CAH, PGR, BATRA, HAE
|
13F-HR |
5/23/2022, 12:36 PM |
Q4 2021 |
124 |
$168M |
+$29.5M |
-$16.6M |
+$12.9M |
IMKTA, DGX, VVV, CAH, SMG
|
13F-HR |
2/7/2022, 02:41 PM |
Q3 2021 |
122 |
$144M |
+$16.5M |
-$14.3M |
+$2.13M |
TGNA, MUSA, BATRA, VVV, ACGL
|
13F-HR |
11/17/2021, 12:53 PM |
Q2 2021 |
121 |
$143M |
+$44.4M |
-$41.9M |
+$2.44M |
CAH, TGNA, CSCO, VVV, PII
|
13F-HR |
8/11/2021, 03:25 PM |
Q1 2021 |
110 |
$136M |
+$29.8M |
-$29.2M |
+$614K |
SCHW, NSIT, SNV, SNA, CSCO
|
13F-HR |
5/17/2021, 07:39 AM |
Q4 2020 |
110 |
$124M |
+$212K |
-$1.77M |
-$1.55M |
ALB, OMCL, QCOM, SCHW, HAS
|
13F-HR |
2/5/2021, 12:42 PM |
Q3 2020 |
114 |
$76.4M |
+$33.5M |
-$39M |
-$5.52M |
HAS, LAMR, DOX, CSCO, SNA
|
13F-HR |
11/23/2020, 02:12 PM |
Q2 2020 |
116 |
$105M |
+$14.8M |
-$21.6M |
-$6.83M |
EBAY, OLLI, RVTY, MTZ, NSP
|
13F-HR |
8/24/2020, 04:24 PM |
Q1 2020 |
114 |
$90.7M |
+$27.8M |
-$40.1M |
-$12.3M |
EA, RVTY, EBAY, NOMD, ICE
|
13F-HR |
4/21/2020, 03:27 PM |
Q4 2019 |
116 |
$134M |
$0 |
-$88.7M |
-$88.7M |
NTES, ALGN, DIOD, LAMR, CAT
|
13F-HR |
2/27/2020, 02:34 PM |
Q3 2019 |
124 |
$206M |
+$34.4M |
-$35.9M |
-$1.52M |
NTES, LAMR, FUN, NSP, EA
|
13F-HR |
11/14/2019, 04:27 PM |
Q2 2019 |
124 |
$205M |
+$38.1M |
-$40.1M |
-$1.93M |
HAS, LAMR, NTES, CTAS, VNOM
|
13F-HR |
8/6/2019, 02:44 PM |
Q1 2019 |
116 |
$201M |
+$28.8M |
-$32.3M |
-$3.5M |
NTES, LAMR, HAS, ANET, EA
|
Restatement |
4/17/2019, 11:24 AM |
Q4 2018 |
116 |
$184M |
+$38.5M |
-$36.2M |
+$2.27M |
NTES, TMUS, HAS, LAMR, DIS
|
13F-HR |
2/21/2019, 03:40 PM |
Q3 2018 |
118 |
$210M |
+$32.8M |
-$38.1M |
-$5.36M |
HAS, TMUS, DG, KAR, LAMR
|
13F-HR |
10/9/2018, 10:17 AM |
Q2 2018 |
113 |
$206M |
+$26.9M |
-$27.4M |
-$531K |
ORLY, DG, HAS, NTES, VNOM
|
13F-HR |
7/25/2018, 12:40 PM |
Q1 2018 |
106 |
$199M |
+$34.4M |
-$33.2M |
+$1.15M |
BUFF, VNOM, ORLY, NTES, DG
|
13F-HR |
4/9/2018, 03:23 PM |
Q4 2017 |
107 |
$201M |
$0 |
$0 |
|
NTES, VNOM, DG, ORLY, RHP
|
13F-HR |
1/4/2018, 12:41 PM |
Q4 2014 |
99 |
$160M |
+$30.8M |
-$28.3M |
+$2.43M |
JBHT, WBA, M, ALGN, SYMC
|
13F-HR |
2/13/2015, 09:39 AM |
Q3 2014 |
105 |
$152M |
+$26.6M |
-$30.5M |
-$3.95M |
ULTA, SYMC, J105SC, JBHT, ENB
|
13F-HR |
10/29/2014, 09:38 AM |
Q2 2014 |
101 |
$159M |
+$6.64M |
-$2.18M |
+$4.46M |
BWA, TRN, TRMB, RPM, SNA
|
13F-HR |
7/30/2014, 04:01 PM |
Q1 2014 |
101 |
$156M |
+$33.5M |
-$28M |
+$5.54M |
MTZ, TRMB, BWA, M, NVO
|
13F-HR |
5/7/2014, 12:59 PM |
Q4 2013 |
101 |
$151M |
$0 |
$0 |
|
TRMB, RPM, SNI, JAZZ, CSX
|
13F-HR |
2/20/2014, 01:26 PM |