| Q3 2021 |
20 |
$29,325,000 |
+$27,743,000 |
-$31,828,967 |
-$4,085,967 |
TSM, QUANTA SERVICES INC, CRL, JPM, BKNG
|
13F-HR |
08 Nov 2021, 20:12 |
| Q2 2021 |
20 |
$33,079,000 |
$0 |
-$11,222,822 |
-$11,222,822 |
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR, QUANTA SERVICES, INC., CHARLES RIVER LABORATORIES, JPMORGAN CHASE & CO., STANLEY BLACK & DECKER INC
|
13F-HR |
12 Aug 2021, 14:07 |
| Q1 2021 |
21 |
$43,002,000 |
+$519,816 |
-$52,672,451 |
-$52,152,635 |
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR, QUANTA SERVICES, INC., BOOKING HOLDINGS INC, JPMORGAN CHASE & CO., PTC INC.
|
13F-HR |
13 May 2021, 17:50 |
| Q4 2020 |
20 |
$89,114 |
+$987 |
-$67,814 |
-$66,827 |
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR, QUANTA SERVICES, INC., ALBEMARLE CORPORATION, BOOKING HOLDINGS INC, ADOBE INC.
|
13F-HR |
25 Jan 2021, 17:25 |
| Q3 2020 |
21 |
$133,185 |
+$342 |
-$62,978 |
-$62,636 |
ALIBABA GROUP HOLDING LTD - SP ADR, TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR, QUANTA SERVICES, INC., ADOBE INC., CHARLES RIVER LABORATORIES
|
13F-HR |
21 Oct 2020, 14:11 |
| Q2 2020 |
20 |
$155,570 |
+$43,759 |
-$36,038 |
+$7,721 |
ALIBABA GROUP HOLDING LTD - SP ADR, TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR, ADOBE INC., QUANTA SERVICES, INC., BOOKING HOLDINGS INC
|
13F-HR |
22 Jul 2020, 11:51 |
| Q1 2020 |
20 |
$130,342 |
+$5,442 |
-$27,457 |
-$22,015 |
ALIBABA GROUP HOLDING LTD - SP ADR, AERCAP HOLDINGS NV, CABOT MICROELECTRONICS CORPORATION, CHARLES RIVER LABORATORIES, THE TJX COMPANIES INC.
|
13F-HR |
21 Apr 2020, 13:23 |
| Q4 2019 |
21 |
$223,737 |
+$61,876 |
-$5,159 |
+$56,717 |
AERCAP HOLDINGS NV, ALIBABA GROUP HOLDING LTD - SP ADR, JPMORGAN CHASE & CO., CABOT MICROELECTRONICS CORPORATION, TE CONNECTIVITY LTD
|
13F-HR |
16 Jan 2020, 10:23 |
| Q3 2019 |
20 |
$152,272 |
+$3,210 |
-$54,151 |
-$50,941 |
AERCAP HOLDINGS NV, CABOT MICROELECTRONICS CORPORATION, TE CONNECTIVITY LTD, BOOKING HOLDINGS INC, JPMORGAN CHASE & CO.
|
13F-HR |
21 Oct 2019, 14:23 |
| Q2 2019 |
20 |
$204,185 |
+$16,274 |
-$3,968 |
+$12,306 |
AERCAP HOLDINGS NV, TE CONNECTIVITY LTD, BOOKING HOLDINGS INC, ADOBE INC., JPMORGAN CHASE & CO.
|
13F-HR |
23 Jul 2019, 15:36 |
| Q1 2019 |
19 |
$178,916 |
+$31,959 |
-$26,887 |
+$5,072 |
AERCAP HOLDINGS NV, CHARLES RIVER LABORATORIES, TE CONNECTIVITY LTD, HEXCEL CORPORATION, BOOKING HOLDINGS INC
|
13F-HR |
24 Apr 2019, 15:50 |
| Q4 2018 |
22 |
$152,484 |
+$6,047 |
-$8,377 |
-$2,330 |
AERCAP HOLDINGS NV, CHARLES RIVER LABORATORIES, TE CONNECTIVITY LTD, JPMORGAN CHASE & CO., BOOKING HOLDINGS INC
|
13F-HR |
24 Jan 2019, 10:34 |
| Q3 2018 |
22 |
$207,291 |
+$6,016 |
-$4,917 |
+$1,099 |
AERCAP HOLDINGS NV, CHARLES RIVER LABORATORIES, JPMORGAN CHASE & CO., TE CONNECTIVITY LTD, BOOKING HOLDINGS INC
|
13F-HR |
26 Oct 2018, 11:46 |
| Q2 2018 |
22 |
$193,177 |
+$9,074 |
-$14,615 |
-$5,541 |
AERCAP HOLDINGS NV, TE CONNECTIVITY LTD, BOOKING HOLDINGS INC, JPMORGAN CHASE & CO., CHARLES RIVER LABORATORIES
|
13F-HR |
17 Jul 2018, 11:49 |
| Q1 2018 |
21 |
$194,128 |
+$9,669 |
-$49,997 |
-$40,328 |
AERCAP HOLDINGS NV, TE CONNECTIVITY LTD, BOOKING HOLDINGS INC, JPMORGAN CHASE & CO., STANLEY BLACK & DECKER INC
|
13F-HR |
27 Apr 2018, 10:07 |
| Q4 2017 |
21 |
$241,851 |
+$1,060 |
-$28,240 |
-$27,180 |
AERCAP HOLDINGS NV, TE CONNECTIVITY LTD, STANLEY BLACK & DECKER INC, JPMORGAN CHASE & CO., CHARLES RIVER LABORATORIES
|
13F-HR |
22 Jan 2018, 14:39 |
| Q3 2017 |
21 |
$256,839 |
+$10,777 |
-$19,186 |
-$8,409 |
AERCAP HOLDINGS NV, STANLEY BLACK & DECKER INC, TE CONNECTIVITY LTD, PRICELINE GROUP INC, JPMORGAN CHASE & CO.
|
13F-HR |
19 Oct 2017, 10:01 |
| Q2 2017 |
21 |
$250,590 |
+$10,456 |
-$142,143 |
-$131,687 |
AERCAP HOLDINGS NV, STANLEY BLACK & DECKER INC, PRICELINE GROUP INC, ROYAL CARIBBEAN CRUISES LTD, TE CONNECTIVITY LTD
|
13F-HR |
27 Jul 2017, 10:10 |
| Q1 2017 |
22 |
$363,694 |
+$20,794 |
-$10,875,517 |
-$10,854,723 |
AERCAP HOLDINGS NV, PRICELINE GROUP INC, STANLEY BLACK & DECKER INC, TE CONNECTIVITY LTD, ROYAL CARIBBEAN CRUISES LTD
|
13F-HR |
18 Apr 2017, 15:59 |
| Q4 2016 |
24 |
$345,757,000 |
+$21,098,820 |
-$149,059,479 |
-$127,960,659 |
AERCAP HOLDINGS NV, JPMORGAN CHASE & CO., ROYAL CARIBBEAN CRUISES LTD, TE CONNECTIVITY LTD, STANLEY BLACK & DECKER INC
|
13F-HR |
18 Jan 2017, 14:39 |
| Q3 2016 |
23 |
$458,298,000 |
+$6,242,000 |
-$6,985,242 |
-$743,242 |
AERCAP HOLDINGS NV, STANLEY BLACK & DECKER INC, THE TJX COMPANIES INC., TE CONNECTIVITY LTD, ROYAL CARIBBEAN CRUISES LTD
|
13F-HR |
21 Oct 2016, 11:01 |
| Q2 2016 |
22 |
$432,238,000 |
+$2,396,924 |
-$18,541,023 |
-$16,144,099 |
AERCAP HOLDINGS NV, THE TJX COMPANIES INC., STANLEY BLACK & DECKER INC, HONEYWELL INTERNATIONAL INC., ROYAL CARIBBEAN CRUISES LTD
|
13F-HR |
21 Jul 2016, 15:59 |
| Q1 2016 |
22 |
$470,880,000 |
+$51,418,001 |
-$26,911,864 |
+$24,506,137 |
AERCAP HOLDINGS NV, THE TJX COMPANIES INC., ROYAL CARIBBEAN CRUISES LTD, ALR, WABTEC CORP.
|
13F-HR |
04 May 2016, 10:20 |
| Q4 2015 |
23 |
$448,248,000 |
+$84,394,785 |
-$61,852,627 |
+$22,542,158 |
AERCAP HOLDINGS NV, THE TJX COMPANIES INC., TE CONNECTIVITY LTD, ROYAL CARIBBEAN CRUISES LTD, STANLEY BLACK & DECKER INC
|
13F-HR |
02 Feb 2016, 11:00 |
| Q3 2015 |
22 |
$409,850,000 |
+$29,168,657 |
-$25,634,597 |
+$3,534,060 |
THE TJX COMPANIES INC., WABTEC CORP., ROYAL CARIBBEAN CRUISES LTD, TE CONNECTIVITY LTD, HONEYWELL INTERNATIONAL INC.
|
13F-HR |
27 Oct 2015, 15:44 |
| Q2 2015 |
22 |
$446,886 |
+$8,928 |
-$72,357 |
-$63,429 |
WABTEC CORP., THE TJX COMPANIES INC., GILEAD SCIENCES INC, STANLEY BLACK & DECKER INC, HONEYWELL INTERNATIONAL INC.
|
13F-HR |
27 Jul 2015, 10:05 |
| Q1 2015 |
23 |
$508,564 |
+$32,195 |
-$37,922 |
-$5,727 |
WABTEC CORP., THE TJX COMPANIES INC., HONEYWELL INTERNATIONAL INC., ROYAL CARIBBEAN CRUISES LTD, STANLEY BLACK & DECKER INC
|
13F-HR |
28 Apr 2015, 10:07 |
| Q4 2014 |
23 |
$500,714 |
+$100,849 |
-$82,386 |
+$18,463 |
WABTEC CORP., DANAHER CORPORATION, ROYAL CARIBBEAN CRUISES LTD, THE TJX COMPANIES INC., AMERICAN EXPRESS COMPANY
|
13F-HR |
29 Jan 2015, 10:50 |
| Q3 2014 |
24 |
$458,694 |
$0 |
-$48,145 |
-$48,145 |
WABTEC CORP., JOHNSON & JOHNSON, DANAHER CORPORATION, AMERICAN EXPRESS COMPANY, STANLEY BLACK & DECKER INC
|
13F-HR |
20 Oct 2014, 12:44 |
| Q2 2014 |
25 |
$524,658 |
+$152 |
-$61,538 |
-$61,386 |
WABTEC CORP., AMERICAN EXPRESS COMPANY, DANAHER CORPORATION, JOHNSON & JOHNSON, STANLEY BLACK & DECKER INC
|
13F-HR |
15 Jul 2014, 14:40 |
| Q1 2014 |
26 |
$507,899,000 |
+$57,951,068 |
-$65,345,662 |
-$7,394,594 |
WABTEC CORP., AMERICAN EXPRESS COMPANY, DANAHER CORPORATION, THE TJX COMPANIES INC., JOHNSON & JOHNSON
|
13F-HR |
12 May 2014, 16:12 |
| Q4 2013 |
25 |
$539,331 |
$0 |
$0 |
$0 |
WABTEC CORP., THE TJX COMPANIES INC., AMERICAN EXPRESS COMPANY, DANAHER CORPORATION, PRAXAIR INC.
|
13F-HR |
24 Jan 2014, 14:42 |