| Q4 2023 |
18 |
$55,508,000 |
+$54,201,683 |
-$83,908,000 |
-$29,706,317 |
HES, SPLK, PXD, CPRI, SRC
|
13F-HR |
07 Feb 2024, 10:58 |
| Q3 2023 |
21 |
$85,000,000 |
+$47,198,914 |
-$51,890,981 |
-$4,692,067 |
ATVI, DEN, HZNP, VMW, NATI
|
13F-HR |
13 Nov 2023, 11:23 |
| Q2 2023 |
26 |
$87,024,000 |
+$44,333,722 |
-$28,433,448 |
+$15,900,274 |
ATVI, SYNH, FOCS, NATI, VMW
|
13F-HR |
11 Aug 2023, 12:27 |
| Q1 2023 |
29 |
$71,748,000 |
+$47,351,978 |
-$62,254,000 |
-$14,902,022 |
ATVI, FOCS, HZNP, TA, VMW
|
13F-HR |
09 May 2023, 12:11 |
| Q4 2022 |
33 |
$85,744,000 |
+$46,033,391 |
-$138,278,795 |
-$92,245,404 |
AAWW, STOR, ATVI, POSH, EVOP
|
13F-HR |
13 Feb 2023, 10:00 |
| Q3 2022 |
41 |
$176,672,000 |
+$117,426,761 |
-$89,573,984 |
+$27,852,777 |
DRE, Y, AVLR, ZEN, CTXS
|
13F-HR |
14 Nov 2022, 10:27 |
| Q2 2022 |
33 |
$148,347,000 |
+$113,626,199 |
-$95,841,139 |
+$17,785,060 |
PSB, CDK, COHR, ACC, Y
|
13F-HR |
10 Aug 2022, 15:12 |
| Q1 2022 |
31 |
$134,376,000 |
+$105,017,066 |
-$189,986,273 |
-$84,969,207 |
MIME, CERN, PBCT, SPX FLOW INC, PLAN
|
13F-HR |
12 May 2022, 15:06 |
| Q4 2021 |
28 |
$218,526,000 |
+$52,993,796 |
-$104,054,910 |
-$51,061,114 |
INFO, MGLN, XLNX, NUAN, WTW
|
13F-HR |
10 Feb 2022, 10:46 |
| Q3 2021 |
27 |
$257,091,000 |
+$90,694,250 |
-$161,811,000 |
-$71,116,750 |
INFO, WTW, VER, NUAN, CIT
|
13F-HR |
10 Nov 2021, 12:05 |
| Q2 2021 |
31 |
$325,951,000 |
+$134,873,047 |
-$122,223,192 |
+$12,649,855 |
INFO, PRSP, ALXN, WTW, WORK
|
13F-HR |
09 Aug 2021, 15:27 |
| Q1 2021 |
33 |
$275,560,000 |
+$162,711,653 |
-$83,068,782 |
+$79,642,871 |
INFO, WTW, RP, VAR, CIT
|
13F-HR |
10 May 2021, 09:43 |
| Q4 2020 |
29 |
$189,648,000 |
+$110,799,215 |
-$109,990,000 |
+$809,215 |
TIF, WTW, NGHC, CXO, INFO
|
13F-HR |
10 Feb 2021, 12:14 |
| Q3 2020 |
28 |
$184,737,000 |
+$97,409,110 |
-$117,002,118 |
-$19,593,008 |
TIF, WTW, ETFC, IMMU, MNTA
|
13F-HR |
09 Nov 2020, 10:57 |
| Q2 2020 |
23 |
$203,319,000 |
+$46,737,436 |
-$69,699,503 |
-$22,962,067 |
LOGM, TIF, LM, TECD, IBKC
|
13F-HR |
11 Aug 2020, 11:12 |
| Q1 2020 |
32 |
$215,734,000 |
+$140,930,218 |
-$66,250,492 |
+$74,679,726 |
AGN, TIF, LOGM, LM, TECD
|
13F-HR |
13 May 2020, 09:46 |
| Q4 2019 |
31 |
$157,995,000 |
+$118,236,435 |
-$105,033,233 |
+$13,203,202 |
AGN, IBKC, LPT, TIF, TGE
|
13F-HR |
11 Feb 2020, 16:05 |
| Q3 2019 |
27 |
$141,956,000 |
+$59,004,584 |
-$145,037,000 |
-$86,032,416 |
STI, CELG, MDSO, AGN, LTXB
|
13F-HR |
14 Nov 2019, 10:15 |
| Q2 2019 |
33 |
$223,755,000 |
+$119,920,919 |
-$78,827,305 |
+$41,093,614 |
STI, WP, CELG, RHT, HF
|
13F-HR |
05 Aug 2019, 14:48 |
| Q1 2019 |
27 |
$146,033,000 |
+$109,841,251 |
-$119,503,320 |
-$9,662,069 |
STI, LLL, CELG, ARRS, FDC
|
13F-HR |
15 May 2019, 12:31 |
| Q4 2018 |
30 |
$152,081,000 |
+$99,933,058 |
-$209,218,772 |
-$109,285,714 |
ATHN, VLP, FOXA, MBFI, NXPI
|
13F-HR |
11 Feb 2019, 13:35 |
| Q3 2018 |
35 |
$281,324,000 |
+$163,769,573 |
-$108,675,023 |
+$55,094,550 |
NXPI, AET, PF, ANDV, FOXA
|
13F-HR |
09 Nov 2018, 13:38 |
| Q2 2018 |
31 |
$232,629,000 |
+$147,640,854 |
-$79,004,808 |
+$68,636,046 |
NXPI, DCT, CAVM, VR, GPT
|
13F-HR |
07 Aug 2018, 14:25 |
| Q1 2018 |
26 |
$163,384,000 |
+$75,511,159 |
-$36,581,427 |
+$38,929,732 |
NXPI, TWX, CAVM, VR, HAWK
|
13F-HR |
09 May 2018, 12:26 |
| Q4 2017 |
28 |
$126,189,000 |
+$53,689,494 |
-$75,420,700 |
-$21,731,206 |
NXPI, TWX, CAVM, MON, BSFT
|
13F-HR |
12 Feb 2018, 14:29 |
| Q3 2017 |
28 |
$148,540,000 |
+$38,492,086 |
-$83,494,381 |
-$45,002,295 |
NXPI, BCR, TWX, ALR, SFR
|
13F-HR |
13 Nov 2017, 13:20 |
| Q2 2017 |
35 |
$191,704,000 |
+$101,152,275 |
-$73,532,158 |
+$27,620,117 |
NXPI, TWX, OKS, MBBYF, PNRA
|
13F-HR |
14 Aug 2017, 13:30 |
| Q1 2017 |
34 |
$160,325,000 |
+$66,164,621 |
-$83,441,265 |
-$17,276,644 |
NXPI, WWAV, MJN, ETP, RAI
|
13F-HR |
11 May 2017, 14:43 |
| Q4 2016 |
46 |
$176,956,000 |
+$106,466,585 |
-$76,877,568 |
+$29,589,017 |
NXPI, WWAV, HAR, STJ, ALR
|
13F-HR |
10 Feb 2017, 15:58 |
| Q3 2016 |
46 |
$146,440,000 |
+$82,969,322 |
-$80,982,530 |
+$1,986,792 |
LNKD, PPS, WWAV, ALR, STJ
|
13F-HR |
09 Nov 2016, 14:42 |
| Q2 2016 |
49 |
$144,217,000 |
+$67,597,754 |
-$95,033,840 |
-$27,436,086 |
EMC, LNKD, HOT, ALR, FCS
|
13F-HR |
05 Aug 2016, 11:37 |
| Q1 2016 |
40 |
$175,279,000 |
+$105,694,565 |
-$112,550,423 |
-$6,855,858 |
JAH, TWC, EMC, ALR, BXLT
|
13F-HR |
12 May 2016, 12:58 |
| Q4 2015 |
45 |
$180,708,000 |
+$67,806,113 |
-$81,010,770 |
-$13,204,657 |
PCP, BRCM, CB, HNT, TWC
|
Restatement |
09 Feb 2016, 15:40 |
| Q3 2015 |
50 |
$190,460,000 |
+$116,085,758 |
-$111,841,407 |
+$4,244,351 |
PCP, TWC, HCBK, BRCM, SLH
|
13F-HR |
12 Nov 2015, 10:50 |
| Q2 2015 |
50 |
$189,466,000 |
+$83,657,649 |
-$46,681,047 |
+$36,976,602 |
FDO, HCBK, TWC, SIAL, PPO
|
13F-HR |
10 Aug 2015, 15:20 |
| Q1 2015 |
46 |
$152,278,000 |
+$93,205,859 |
-$88,076,805 |
+$5,129,054 |
FDO, HCBK, TRW, TWC, SLXP
|
13F-HR |
04 May 2015, 12:36 |
| Q4 2014 |
36 |
$146,142,000 |
$0 |
$0 |
$0 |
F113PS, ROC, AGN, HCBK, TWC
|
13F-HR |
13 Feb 2015, 14:26 |