Q3 2024 |
35 |
$390M |
+$257M |
-$290M |
-$33.1M |
UPS, T, VZ, PENN, DLTR
|
13F-HR |
11/13/2024, 07:08 PM |
Q2 2024 |
47 |
$397M |
+$178M |
-$189M |
-$10.3M |
TKO, KIM, PENN, PK, ZM
|
13F-HR |
8/14/2024, 01:26 PM |
Q1 2024 |
39 |
$411M |
+$220M |
-$204M |
+$15.2M |
TKO, RIG, KIM, PENN, ZM
|
13F-HR |
5/14/2024, 06:45 PM |
Q4 2023 |
39 |
$383M |
+$219M |
-$339M |
-$120M |
ZM, KIM, PINS, SQ, TKO
|
13F-HR |
2/13/2024, 08:18 PM |
Q3 2023 |
37 |
$449M |
+$243M |
-$288M |
-$44.8M |
KIM, PINS, MS, HOOD, MTN
|
13F-HR |
11/13/2023, 06:53 PM |
Q2 2023 |
40 |
$504M |
+$298M |
-$238M |
+$59.5M |
SNAP, PINS, KIM, NEWR, ESTC
|
13F-HR |
8/11/2023, 06:12 PM |
Q1 2023 |
54 |
$435M |
+$260M |
-$370M |
-$110M |
KIM, ZM, EVR, MTN, GS
|
13F-HR |
5/12/2023, 05:44 PM |
Q4 2022 |
45 |
$508M |
+$298M |
-$235M |
+$62.5M |
TTWO, MTN, EVBG, NFLX, EVR
|
13F-HR |
2/13/2023, 05:46 PM |
Q3 2022 |
67 |
$423M |
+$254M |
-$223M |
+$31.3M |
TTWO, SWK, PK, JPM, C
|
13F-HR |
11/10/2022, 05:41 PM |
Q2 2022 |
50 |
$397M |
+$243M |
-$300M |
-$57.8M |
ZEN, EVBG, NEWR, PK, SSNC
|
13F-HR |
8/12/2022, 06:15 PM |
Q1 2022 |
52 |
$513M |
+$308M |
-$351M |
-$42.6M |
VZ, CRM, PK, KIM, DOCU
|
13F-HR |
5/16/2022, 10:49 AM |
Q4 2021 |
43 |
$565M |
+$302M |
-$290M |
+$12M |
VTRS, MNDT, DISH, PK, KIM
|
13F-HR |
2/11/2022, 06:50 PM |
Q3 2021 |
46 |
$535M |
+$229M |
-$246M |
-$16.8M |
FEYE, KIM, SSNC, TTWO, ATVI
|
13F-HR |
11/15/2021, 10:27 AM |
Q2 2021 |
43 |
$564M |
+$213M |
-$202M |
+$11.3M |
COTY, PARA, APA, TTWO, TAP
|
13F-HR |
8/16/2021, 01:38 PM |
Q1 2021 |
40 |
$529M |
+$343M |
-$315M |
+$27.8M |
BMBL, WYNN, APA, GDDY, NRG
|
Restatement |
5/17/2021, 03:26 PM |
Q4 2020 |
39 |
$490M |
+$290M |
-$304M |
-$13.4M |
AMT, SBAC, ULTA, VTRS, CRM
|
13F-HR |
2/16/2021, 12:54 PM |
Q3 2020 |
47 |
$422M |
+$270M |
-$271M |
-$1.33M |
DFS, MTN, KIM, COF, ULTA
|
13F-HR |
11/16/2020, 09:48 AM |
Q2 2020 |
36 |
$388M |
+$268M |
-$206M |
+$61.6M |
MS, FE, PINS, SNAP, AMZN
|
13F-HR |
8/14/2020, 10:24 AM |
Q1 2020 |
48 |
$294M |
+$263M |
-$337M |
-$74.3M |
MS, EIX, EXC, ULTA, FE
|
13F-HR |
5/15/2020, 09:35 AM |
Q4 2019 |
32 |
$397M |
+$224M |
-$234M |
-$9.62M |
GPK, WMGI, LB, NEWR, CIT
|
13F-HR |
2/14/2020, 11:35 AM |
Q3 2019 |
25 |
$421M |
+$217M |
-$250M |
-$33.2M |
INTEQ, TTWO, GPK, DISH, URBN
|
13F-HR |
11/14/2019, 09:31 AM |
Q2 2019 |
31 |
$467M |
+$230M |
-$135M |
+$95.3M |
INTEQ, TCBI, MSGS, GPK, AXL
|
13F-HR |
8/13/2019, 06:46 PM |
Q1 2019 |
25 |
$355M |
+$237M |
-$246M |
-$9.03M |
TCBI, GPK, ARMK, MSGS, FSLR
|
13F-HR |
5/14/2019, 06:14 PM |
Q4 2018 |
39 |
$344M |
+$216M |
-$122M |
+$93.7M |
WYNN, INTEQ, MSGS, KIM, DISH
|
13F-HR |
2/13/2019, 05:58 PM |
Q3 2018 |
31 |
$296M |
+$174M |
-$146M |
+$28.3M |
INTEQ, ZAYO, PZZA, GLPI, DISH
|
13F-HR |
11/13/2018, 05:40 PM |
Q2 2018 |
35 |
$262M |
+$165M |
-$139M |
+$26.2M |
FWONK, LC, BMS, GLPI, PLAY
|
13F-HR |
8/13/2018, 02:21 PM |
Q1 2018 |
41 |
$227M |
+$131M |
-$128M |
+$2.76M |
ZAYO, GLPI, CMC, ZION, INST
|
13F-HR |
5/14/2018, 09:28 AM |
Q4 2017 |
40 |
$215M |
+$154M |
-$33.6M |
+$120M |
ZION, STAY, GLPI, ETSY, ZAYO
|
13F-HR |
2/13/2018, 10:35 AM |
Q3 2017 |
30 |
$88.5M |
+$41.2M |
-$47M |
-$5.79M |
ZAYO, ETSY, HMHC, MSGS, GLPI
|
13F-HR |
11/13/2017, 10:43 AM |
Q2 2017 |
35 |
$89.3M |
+$50.2M |
-$82M |
-$31.8M |
MTCH, MODG, AKS, JBLU, HMHC
|
13F-HR |
8/11/2017, 09:54 AM |
Q1 2017 |
46 |
$117M |
+$74.2M |
-$63.1M |
+$11.1M |
ZAYO, MTCH, MODG, LILAK, ZION
|
13F-HR |
5/12/2017, 03:27 PM |
Q4 2016 |
37 |
$104M |
$0 |
$0 |
|
ZAYO, HKRSQ, FIVN, CDK, MSGS
|
13F-HR |
2/10/2017, 01:34 PM |