Q3 2016 |
21 |
$30.1M |
+$27.1M |
-$4.41M |
+$22.7M |
MU, UNP, WDC, EOG, JONE
|
13F-HR |
11/10/2016, 03:48 PM |
Q2 2016 |
7 |
$7.19M |
+$6.32M |
-$31.5M |
-$25.1M |
SWN, HES, FEYE, MU, NTIP
|
13F-HR |
8/8/2016, 05:04 PM |
Q1 2016 |
17 |
$32.1M |
+$30.6M |
-$24.2M |
+$6.34M |
AAPL, XLU, PANW, LRCX, XBI
|
13F-HR |
5/6/2016, 01:46 PM |
Q4 2015 |
15 |
$25.9M |
+$24.9M |
-$43K |
+$24.9M |
GOOGL, AMZN, FSLR, SPWR, SYT
|
13F-HR |
2/16/2016, 11:20 AM |
Q3 2015 |
3 |
$1.23M |
+$517K |
-$30.3M |
-$29.8M |
ANTH, NTIP, WLRH
|
13F-HR |
11/16/2015, 09:47 AM |
Q2 2015 |
20 |
$31.3M |
+$18.3M |
-$34.5M |
-$16.2M |
META, FEYE, ATML, CRM, HUM
|
13F-HR |
8/14/2015, 10:51 AM |
Q1 2015 |
22 |
$43.6M |
+$35.1M |
-$17.5M |
+$17.6M |
AAPL, MCD, META, BABA, INTC
|
13F-HR |
5/15/2015, 10:35 AM |
Q4 2014 |
11 |
$25.4M |
+$22.4M |
-$23.1M |
-$676K |
AMZN, META, GRPN, FEYE, IMPV
|
13F-HR |
2/17/2015, 09:51 AM |
Q3 2014 |
15 |
$26.1M |
+$13.5M |
-$79.9M |
-$66.5M |
AAPL, SNDK, TWTR, TRN, META
|
13F-HR |
11/14/2014, 10:24 AM |
Q2 2014 |
45 |
$92.2M |
+$62.6M |
-$47.2M |
+$15.5M |
HAL, SNDK, DOW, LNG, DISH
|
13F-HR |
8/14/2014, 10:42 AM |
Q1 2014 |
44 |
$73.9M |
+$43.3M |
-$81.5M |
-$38.3M |
MSFT, PH, CMI, GTATQ, ETN
|
13F-HR |
5/15/2014, 11:09 AM |
Q4 2013 |
50 |
$107M |
$0 |
$0 |
|
UTX, PCP, FWLT, HON, CBI
|
13F-HR |
2/14/2014, 11:19 AM |