Q3 2024 |
99 |
$1.24B |
+$466M |
-$658M |
-$192M |
RCL, TPR, VRT, HLT, SN
|
13F-HR |
11/14/2024, 04:37 PM |
Q2 2024 |
118 |
$1.36B |
+$593M |
-$666M |
-$73.6M |
AVGO, CPA, DD, TPR, SN
|
13F-HR |
8/14/2024, 04:32 PM |
Q1 2024 |
123 |
$1.49B |
+$751M |
-$502M |
+$249M |
HLT, TPR, SN, CPA, PVH
|
13F-HR |
5/15/2024, 04:30 PM |
Q4 2023 |
97 |
$1.14B |
+$480M |
-$520M |
-$39.9M |
HON, MSFT, RYAAY, NVDA, SNOW
|
13F-HR |
2/14/2024, 05:25 PM |
Q3 2023 |
90 |
$1.03B |
+$400M |
-$445M |
-$45.1M |
MLM, WMT, HON, META, MSFT
|
13F-HR |
11/14/2023, 06:50 AM |
Q2 2023 |
84 |
$1.13B |
+$508M |
-$321M |
+$188M |
MLM, WMT, ENS, MSFT, HLT
|
13F-HR |
8/14/2023, 07:28 AM |
Q1 2023 |
86 |
$887M |
+$472M |
-$194M |
+$278M |
ENS, MLM, FCNCA, BYD, HLT
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
74 |
$558M |
+$195M |
-$394M |
-$200M |
ENS, URI, CPA, BYD, ASO
|
13F-HR |
2/13/2023, 04:00 PM |
Q3 2022 |
82 |
$692M |
+$326M |
-$198M |
+$128M |
ENS, ASO, FN, TMO, WCC
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
70 |
$575M |
+$214M |
-$269M |
-$54.7M |
DLTR, BAC, ENS, ASO, GPI
|
13F-HR |
8/15/2022, 05:09 PM |
Q1 2022 |
81 |
$755M |
+$132M |
-$910M |
-$778M |
ASO, ENS, CAT, WCC, BC
|
13F-HR |
5/16/2022, 04:31 PM |
Q4 2021 |
102 |
$1.73B |
+$530M |
-$575M |
-$44.8M |
BC, CZR, CAT, ROK, ETN
|
13F-HR |
2/14/2022, 04:32 PM |
Q3 2021 |
109 |
$1.71B |
+$580M |
-$669M |
-$88.8M |
CZR, BC, TPX, TMO, ASO
|
13F-HR |
11/15/2021, 04:30 PM |
Q2 2021 |
114 |
$1.85B |
+$590M |
-$503M |
+$87M |
BC, PH, CZR, AGCO, ROK
|
13F-HR |
8/16/2021, 03:28 PM |
Q1 2021 |
114 |
$1.68B |
+$677M |
-$441M |
+$237M |
AGCO, CZR, TPR, ACN, ENS
|
Restatement |
5/27/2021, 03:49 PM |
Q4 2020 |
95 |
$1.25B |
+$451M |
-$695M |
-$244M |
DE, TPR, CZR, JBL, DLTR
|
13F-HR |
2/16/2021, 11:07 AM |
Q3 2020 |
89 |
$1.29B |
+$566M |
-$322M |
+$243M |
CZR, PH, META, AMZN, AZO
|
13F-HR |
11/16/2020, 04:00 PM |
Q2 2020 |
90 |
$959M |
+$637M |
-$259M |
+$377M |
ORLY, BURL, AZO, FIS, SWKS
|
13F-HR |
8/14/2020, 01:30 PM |
Q1 2020 |
60 |
$452M |
+$273M |
-$564M |
-$291M |
AMZN, NVDA, LRCX, DG, FCN
|
13F-HR |
5/15/2020, 03:01 PM |
Q4 2019 |
52 |
$894M |
+$373M |
-$523M |
-$150M |
FIS, DECK, CMG, GPN, SIMO
|
13F-HR |
2/14/2020, 03:01 PM |
Q3 2019 |
54 |
$956M |
+$560M |
-$415M |
+$144M |
FIS, LOW, DLTR, BURL, MTN
|
13F-HR |
11/14/2019, 06:11 AM |
Q2 2019 |
87 |
$803M |
+$423M |
-$485M |
-$61.9M |
FIS, BURL, LULU, ERI, BIO
|
13F-HR |
8/14/2019, 12:09 PM |
Q1 2019 |
97 |
$841M |
+$524M |
-$302M |
+$222M |
BIO, FL, LULU, BC, AAP
|
13F-HR |
5/15/2019, 11:05 AM |
Q4 2018 |
68 |
$553M |
+$259M |
-$668M |
-$409M |
GPN, FIS, ERI, BC, ICE
|
13F-HR |
2/14/2019, 07:54 AM |
Q3 2018 |
72 |
$1.12B |
+$412M |
-$731M |
-$319M |
TMO, WP, WYNN, FIS, TSCO
|
13F-HR |
11/14/2018, 06:19 AM |
Q2 2018 |
96 |
$1.37B |
+$664M |
-$739M |
-$74.5M |
PVH, ERI, URI, CAT, BURL
|
13F-HR |
8/14/2018, 10:26 AM |
Q1 2018 |
91 |
$1.37B |
+$680M |
-$688M |
-$8.25M |
GPN, PVH, LITE, ERI, LULU
|
13F-HR |
5/15/2018, 01:14 PM |
Q4 2017 |
82 |
$1.34B |
+$573M |
-$467M |
+$106M |
DLTR, PVH, MU, META, SHW
|
13F-HR |
2/14/2018, 12:49 PM |
Q3 2017 |
72 |
$1.11B |
+$443M |
-$546M |
-$103M |
PVH, DLTR, URI, COHR, HD
|
13F-HR |
11/14/2017, 11:17 AM |
Q2 2017 |
78 |
$1.16B |
+$538M |
-$534M |
+$3.4M |
COHR, PVH, PH, HD, MCD
|
13F-HR |
8/14/2017, 07:23 AM |
Q1 2017 |
75 |
$1.11B |
+$451M |
-$398M |
+$53.9M |
COHR, DLTR, LOW, AAP, BURL
|
13F-HR |
5/15/2017, 08:52 AM |
Q4 2016 |
74 |
$981M |
+$491M |
-$717M |
-$227M |
DLTR, HD, AAP, BURL, MGM
|
13F-HR |
2/14/2017, 09:21 AM |
Q3 2016 |
80 |
$1.18B |
+$733M |
-$360M |
+$372M |
PVH, CAVM, MTN, BURL, MGM
|
13F-HR |
11/14/2016, 09:12 AM |
Q2 2016 |
76 |
$780M |
+$429M |
-$591M |
-$163M |
HD, PVH, TJX, ULTA, BURL
|
13F-HR |
8/15/2016, 11:47 AM |
Q1 2016 |
81 |
$932M |
+$477M |
-$820M |
-$343M |
ULTA, META, HD, COH, PVH
|
13F-HR |
5/16/2016, 07:54 AM |
Q4 2015 |
74 |
$1.24B |
+$646M |
-$567M |
+$79.4M |
META, C, PCLN, ULTA, MCD
|
13F-HR |
2/17/2016, 09:18 AM |
Q3 2015 |
72 |
$1.12B |
+$559M |
-$803M |
-$245M |
ULTA, C, PCLN, META, PII
|
13F-HR |
11/16/2015, 10:29 AM |
Q2 2015 |
90 |
$1.44B |
+$805M |
-$741M |
+$64.2M |
ULTA, CTRP, R, LYB, JD
|
13F-HR |
8/14/2015, 04:27 PM |
Q1 2015 |
87 |
$1.39B |
+$919M |
-$458M |
+$460M |
ULTA, PCLN, LOW, BURL, C
|
13F-HR |
5/15/2015, 02:19 PM |
Q4 2014 |
83 |
$882M |
$0 |
$0 |
|
ULTA, DLTR, BBY, BURL, LOW
|
13F-HR |
2/17/2015, 05:01 PM |