Q3 2021 |
87 |
$301M |
+$17.2M |
-$42M |
-$24.8M |
LPLA, ALLY, IQV, SSNC, CHDN
|
13F-HR |
10/12/2021, 11:53 AM |
Q2 2021 |
91 |
$325M |
+$63.5M |
-$74.5M |
-$11M |
IQV, ALLY, LPLA, SSNC, VRT
|
13F-HR |
7/14/2021, 04:45 PM |
Q1 2021 |
123 |
$317M |
+$67.1M |
-$79.1M |
-$12M |
LPLA, SSNC, ALLY, ZBH, IQV
|
13F-HR |
5/12/2021, 12:02 PM |
Q4 2020 |
121 |
$312M |
+$63.3M |
-$76M |
-$12.7M |
SSNC, ZBH, IQV, TFX, LPLA
|
13F-HR |
1/28/2021, 03:43 PM |
Q3 2020 |
116 |
$284M |
+$22.7M |
-$30.5M |
-$7.82M |
SSNC, INFO, IQV, XYL, DELL
|
13F-HR |
11/5/2020, 11:11 AM |
Q2 2020 |
114 |
$271M |
+$54.3M |
-$80.1M |
-$25.8M |
SSNC, INFO, DELL, IQV, CCK
|
13F-HR |
7/23/2020, 01:28 PM |
Q1 2020 |
86 |
$250M |
+$19.4M |
-$67.7M |
-$48.3M |
BALL, SSNC, TRU, BIO, INFO
|
13F-HR |
5/5/2020, 07:51 PM |
Q4 2019 |
96 |
$379M |
+$75.2M |
-$67.7M |
+$7.51M |
SSNC, GPK, IQV, TRU, USFD
|
13F-HR |
1/16/2020, 06:18 PM |
Q3 2019 |
93 |
$349M |
+$86.6M |
-$89.3M |
-$2.62M |
CDW, TRU, SSNC, IQV, GPK
|
13F-HR |
10/15/2019, 12:11 PM |
Q2 2019 |
91 |
$345M |
+$59.1M |
-$71.8M |
-$12.8M |
CDW, SCI, IQV, TRU, FIS
|
13F-HR |
8/6/2019, 11:13 AM |
Q1 2019 |
94 |
$339M |
+$69.9M |
-$91.5M |
-$21.6M |
CDW, SCI, FIS, TRU, CCK
|
13F-HR |
4/25/2019, 04:44 PM |
Q4 2018 |
115 |
$319M |
+$50.9M |
-$163M |
-$113M |
CDW, FIS, INFO, GPN, RSG
|
13F-HR |
1/29/2019, 11:36 AM |
Q3 2018 |
138 |
$488M |
+$88.6M |
-$129M |
-$40.6M |
CDW, TRU, GPN, FIS, SERV
|
13F-HR |
10/23/2018, 12:13 PM |
Q2 2018 |
137 |
$497M |
+$222M |
-$338M |
-$115M |
TRU, TDG, FIS, CDW, INFO
|
13F-HR |
7/26/2018, 12:20 PM |
Q1 2018 |
119 |
$584M |
+$147M |
-$235M |
-$88.2M |
XPO, TRU, SSNC, STZ, COMM
|
13F-HR |
5/14/2018, 04:29 PM |
Q4 2017 |
74 |
$672M |
+$142M |
-$179M |
-$37.2M |
ARMK, RSG, LKQ, ERI, PFGC
|
13F-HR |
1/30/2018, 11:22 AM |
Q3 2017 |
85 |
$677M |
+$55.8M |
-$70.7M |
-$15M |
RSG, ARMK, LSXMK, STAY, VSAT
|
13F-HR |
11/9/2017, 11:29 AM |
Q2 2017 |
88 |
$678M |
+$103M |
-$104M |
-$1.07M |
ARMK, TRU, RSG, LSXMK, FIS
|
13F-HR |
8/3/2017, 06:38 PM |
Q1 2017 |
95 |
$674M |
+$94.6M |
-$110M |
-$15.5M |
RSG, LSXMK, ARMK, TRU, FIS
|
13F-HR |
5/4/2017, 12:58 PM |
Q4 2016 |
96 |
$646M |
+$146M |
-$119M |
+$27.8M |
RSG, LSXMK, ARMK, CDW, FIS
|
13F-HR |
2/7/2017, 12:10 PM |
Q3 2016 |
79 |
$620M |
+$69.1M |
-$38.6M |
+$30.5M |
CCK, RSG, FIS, SLGN, KHC
|
13F-HR |
11/1/2016, 05:58 PM |
Q2 2016 |
70 |
$577M |
+$96.1M |
-$81.5M |
+$14.6M |
KHC, RSG, SLGN, CCK, FIS
|
13F-HR |
8/4/2016, 11:43 AM |
Q1 2016 |
67 |
$545M |
+$153M |
-$83M |
+$70.2M |
NLSN, SLGN, LVLT, RSG, CCK
|
13F-HR |
5/3/2016, 12:25 PM |
Q4 2015 |
71 |
$466M |
+$106M |
-$59.7M |
+$46.3M |
LVLT, SCI, CCK, SLGN, NLSN
|
13F-HR |
1/14/2016, 01:50 PM |
Q3 2015 |
66 |
$406M |
+$86.8M |
-$36.2M |
+$50.5M |
SCI, AMSG, CCK, SLGN, NLSN
|
13F-HR |
11/12/2015, 10:44 AM |
Q2 2015 |
69 |
$380M |
+$109M |
-$24.1M |
+$85.2M |
SCI, AMSG, CCK, PF, SEE
|
13F-HR |
8/11/2015, 06:42 PM |
Q1 2015 |
64 |
$292M |
+$98M |
-$24.9M |
+$73.1M |
SCI, BERY, NXPI, CCK, AMSG
|
13F-HR |
5/7/2015, 11:09 AM |
Q4 2014 |
61 |
$203M |
+$52.1M |
-$37.5M |
+$14.7M |
SCI, BERY, CCK, AMSG, NLSN
|
13F-HR |
2/5/2015, 08:34 PM |
Q3 2014 |
70 |
$179M |
+$44.5M |
-$8.32M |
+$36.2M |
HCA, SCI, NXPI, HOT, MYL
|
13F-HR |
11/7/2014, 05:37 PM |
Q2 2014 |
68 |
$145M |
+$15.4M |
-$7.39M |
+$8.02M |
HCA, NXPI, URI, MYL, CCK
|
13F-HR |
8/14/2014, 11:32 AM |
Q1 2014 |
71 |
$128M |
+$4.85M |
-$83.8M |
-$79M |
HCA, NXPI, URI, MYL, SCI
|
13F-HR |
5/13/2014, 11:15 AM |
Q4 2013 |
71 |
$199M |
$0 |
$0 |
|
HCA, NXPI, HOT, CCK, MYL
|
13F-HR |
2/11/2014, 05:18 PM |