Q3 2019 |
79 |
$46.8M |
+$9.27M |
-$12.2M |
-$2.96M |
SNX, CRMT, GNRC, PWR, ZBRA
|
13F-HR |
11/14/2019, 08:11 AM |
Q2 2019 |
76 |
$49.1M |
+$10.7M |
-$13.2M |
-$2.5M |
SNX, CRMT, PLBC, GNRC, PWR
|
13F-HR |
8/14/2019, 01:51 PM |
Q1 2019 |
86 |
$50.7M |
+$15.4M |
-$18.6M |
-$3.29M |
SNX, CRMT, MCFT, PLBC, ZBRA
|
13F-HR |
5/15/2019, 11:06 AM |
Q4 2018 |
76 |
$50.3M |
+$14.3M |
-$20.2M |
-$5.82M |
SNX, PLBC, CE, MCFT, CRMT
|
13F-HR |
2/14/2019, 10:08 AM |
Q3 2018 |
79 |
$66M |
+$20.6M |
-$26.3M |
-$5.69M |
MCFT, CE, SNX, RS, PLBC
|
13F-HR |
11/14/2018, 02:51 PM |
Q2 2018 |
71 |
$74.7M |
+$21.5M |
-$15.4M |
+$6.14M |
SNX, MCFT, CE, RS, MHO
|
13F-HR |
8/14/2018, 03:52 PM |
Q1 2018 |
64 |
$69.4M |
+$24.3M |
-$20.9M |
+$3.38M |
SNX, MHO, UCTT, AEIS, MCFT
|
13F-HR |
5/16/2018, 01:55 PM |
Q4 2017 |
66 |
$69.3M |
+$22.1M |
-$20.6M |
+$1.46M |
SNX, MHO, APOG, UCTT, ARRS
|
13F-HR |
2/14/2018, 01:53 PM |
Q3 2017 |
64 |
$65.9M |
+$16.6M |
-$21M |
-$4.42M |
SNX, APOG, LGIH, LCI, CUBI
|
13F-HR |
11/14/2017, 03:15 PM |
Q2 2017 |
62 |
$65.3M |
+$14.7M |
-$9.75M |
+$4.99M |
RIC, APOG, LCI, SNX, ARRS
|
13F-HR |
8/15/2017, 11:40 AM |
Q1 2017 |
60 |
$61.5M |
+$19.9M |
-$18.3M |
+$1.57M |
RIC, LCI, PLUS, APOG, CNXN
|
13F-HR |
5/15/2017, 04:09 PM |
Q4 2016 |
49 |
$57.7M |
+$11M |
-$11.1M |
-$28.3K |
RIC, LCI, LGIH, PLUS, CNXN
|
13F-HR |
2/14/2017, 12:15 PM |
Q3 2016 |
44 |
$57.1M |
+$13.2M |
-$12.1M |
+$1.07M |
RIC, LCI, CNXN, LGIH, PLUS
|
Restatement |
11/14/2016, 05:50 PM |
Q2 2016 |
44 |
$52.8M |
+$9.3M |
-$35.4M |
-$26.1M |
RIC, LGIH, CNXN, LCI, ATW
|
13F-HR |
8/15/2016, 04:26 PM |
Q1 2016 |
37 |
$68.3M |
+$17.9M |
-$33.6M |
-$15.7M |
RIC, CNXN, LGIH, LCI, PLUS
|
13F-HR |
5/16/2016, 01:09 PM |
Q4 2015 |
28 |
$81M |
+$10.5M |
-$18.3M |
-$7.76M |
LCI, RIC, CNXN, SNX, LGIH
|
13F-HR |
2/10/2016, 08:13 PM |
Q3 2015 |
32 |
$81.9M |
+$13.1M |
-$17.2M |
-$4.08M |
LCI, RIC, ARII, SNX, CNXN
|
13F-HR |
11/13/2015, 04:17 PM |
Q2 2015 |
31 |
$95.3M |
+$15.2M |
-$14.7M |
+$543K |
LCI, ARII, CNXN, RIC, KAI
|
13F-HR |
8/14/2015, 09:44 AM |
Q1 2015 |
23 |
$98.4M |
+$11.6M |
-$15.5M |
-$3.97M |
LCI, ARII, AFOP, PLUS, KAI
|
Restatement |
11/16/2015, 04:26 PM |
Q4 2014 |
23 |
$93.3M |
+$23.8M |
-$27.2M |
-$3.39M |
ARII, AFOP, LCI, PLUS, SAFM
|
13F-HR |
2/17/2015, 02:09 PM |
Q3 2014 |
32 |
$97M |
+$48M |
-$56.1M |
-$8.09M |
AFOP, ARII, LCI, LGIH, SWKS
|
13F-HR |
11/12/2014, 01:15 PM |
Q2 2014 |
79 |
$108M |
+$34.5M |
-$25M |
+$9.51M |
ARII, AFOP, SWKS, ATW, ANVGQ
|
13F-HR |
8/15/2014, 12:37 PM |
Q1 2014 |
37 |
$94M |
+$31.1M |
-$34.5M |
-$3.4M |
ARII, AFOP, ATW, SWKS, GEOS
|
13F-HR |
5/15/2014, 02:41 PM |
Q4 2013 |
41 |
$91.6M |
$0 |
$0 |
|
ARII, MATV, ATW, GEOS, CDE
|
13F-HR |
2/10/2014, 02:32 PM |