Q1 2018 |
9 |
$61.2M |
+$25.1M |
-$34.6M |
-$9.5M |
WP, EXPE, LBRDK, YELP, DVA
|
13F-HR |
5/14/2018, 06:55 PM |
Q4 2017 |
11 |
$73.3M |
+$24.9M |
-$11M |
+$14M |
LBRDK, VNTV, ZBH, EXPE, DVA
|
13F-HR |
2/13/2018, 02:19 PM |
Q3 2017 |
9 |
$63.7M |
+$14.5M |
-$10.6M |
+$3.91M |
LBRDK, ZBH, VNTV, YELP, OZM
|
13F-HR |
11/14/2017, 11:18 AM |
Q2 2017 |
8 |
$54.3M |
+$12.3M |
-$2.34M |
+$9.95M |
LBRDK, YELP, VNTV, AKAM, ENT
|
13F-HR |
8/11/2017, 02:42 PM |
Q1 2017 |
7 |
$34.9M |
+$2.34M |
-$37.1M |
-$34.7M |
LBRDK, AKAM, EVHC, ENT, ZBH
|
13F-HR |
5/15/2017, 12:02 PM |
Q4 2016 |
9 |
$87.8M |
+$5.29M |
-$48M |
-$42.7M |
YELP, LBRDK, BFH, ZBH, AKAM
|
13F-HR |
2/14/2017, 11:42 AM |
Q3 2016 |
11 |
$136M |
+$23.6M |
-$79.9M |
-$56.3M |
BFH, HCA, YELP, ZBH, SGRY
|
13F-HR |
11/14/2016, 02:04 PM |
Q2 2016 |
12 |
$175M |
+$32.6M |
-$23.8M |
+$8.81M |
LVNTA, YELP, HCA, BFH, EVHC
|
13F-HR |
8/15/2016, 02:11 PM |
Q1 2016 |
10 |
$159M |
+$34.7M |
-$66.4M |
-$31.7M |
LVNTA, HCA, YELP, LBRDK, ENT
|
13F-HR |
5/16/2016, 12:13 PM |
Q4 2015 |
9 |
$204M |
+$16.1M |
-$49.7M |
-$33.6M |
LVNTA, LBRDK, YELP, EQIX, IRM
|
13F-HR |
2/16/2016, 01:54 PM |
Q3 2015 |
11 |
$226M |
+$42M |
-$15.3M |
+$26.7M |
LVNTA, LBRDK, OUTR, EQIX, IRM
|
13F-HR |
11/16/2015, 12:17 PM |
Q2 2015 |
9 |
$216M |
+$21.8M |
-$27.9M |
-$6.06M |
LVNTA, LBRDK, VYX, EQIX, OUTR
|
13F-HR |
8/14/2015, 01:07 PM |
Q1 2015 |
9 |
$228M |
+$78.5M |
-$78.9M |
-$404K |
LVNTA, LBRDK, VYX, QRTEA, EQIX
|
13F-HR |
5/15/2015, 10:07 AM |
Q4 2014 |
11 |
$227M |
+$60.9M |
-$56.1M |
+$4.85M |
IRM, OUTR, QRTEA, LVNTA, VYX
|
13F-HR |
2/17/2015, 06:48 AM |
Q3 2014 |
9 |
$202M |
+$6.75M |
-$30.1M |
-$23.4M |
IRM, OUTR, QRTEA, VYX, EQIX
|
13F-HR |
11/14/2014, 06:10 AM |
Q2 2014 |
10 |
$237M |
+$22.7M |
-$64.6M |
-$41.9M |
IRM, EQIX, QRTEA, OUTR, DG
|
13F-HR |
8/14/2014, 08:24 AM |
Q1 2014 |
11 |
$268M |
+$39.8M |
-$25.2M |
+$14.5M |
OUTR, QRTEA, CBRE, EQIX, DG
|
13F-HR |
5/15/2014, 04:00 PM |
Q4 2013 |
12 |
$261M |
$0 |
$0 |
|
OUTR, QRTEA, IRM, DG, CBRE
|
13F-HR |
2/14/2014, 11:00 AM |