Q3 2023 |
16 |
$42.5M |
+$6.58M |
-$47.3M |
-$40.7M |
MHO, FOR, UBER, SKX, AYX
|
13F-HR |
11/14/2023, 11:37 AM |
Q2 2023 |
28 |
$82.6M |
+$29.5M |
-$26.3M |
+$3.19M |
MHO, WCC, UBER, FOR, BTMD
|
13F-HR |
8/14/2023, 12:06 PM |
Q1 2023 |
30 |
$70.4M |
+$35.4M |
-$32M |
+$3.39M |
WCC, MHO, BTMD, MSFT, WSC
|
13F-HR |
5/15/2023, 12:18 PM |
Q4 2022 |
31 |
$60.6M |
+$38.5M |
-$31.5M |
+$7.03M |
WCC, WSC, CAH, MHO, GLD
|
13F-HR |
2/14/2023, 10:51 AM |
Q3 2022 |
24 |
$52.3M |
+$16.7M |
-$28.3M |
-$11.6M |
UBER, WCC, NOTV, WSC, BDC
|
13F-HR |
11/14/2022, 11:23 AM |
Q2 2022 |
36 |
$57.7M |
+$13.7M |
-$49.2M |
-$35.5M |
UBER, RNG, BDC, NOTV, WCC
|
13F-HR |
8/15/2022, 10:41 AM |
Q1 2022 |
48 |
$118M |
+$41.4M |
-$62.3M |
-$20.9M |
UBER, NOTV, SKX, ZIP, LOVE
|
13F-HR |
5/16/2022, 11:17 AM |
Q4 2021 |
57 |
$159M |
+$41.3M |
-$36.9M |
+$4.39M |
RDVT, ZIP, UBER, WSC, BDC
|
13F-HR |
2/14/2022, 11:57 AM |
Q3 2021 |
55 |
$149M |
+$28.7M |
-$69.3M |
-$40.6M |
OPRX, SKX, RDVT, LOVE, UBER
|
13F-HR |
11/15/2021, 11:10 AM |
Q2 2021 |
68 |
$191M |
+$54.7M |
-$29.3M |
+$25.4M |
OPRX, W, SKX, LPSN, WSC
|
13F-HR |
8/16/2021, 10:13 AM |
Q1 2021 |
64 |
$96M |
$0 |
$0 |
|
TAP, BALY, SKX, W, CZR
|
13F-HR |
5/17/2021, 07:38 AM |
Q4 2020 |
31 |
$116M |
+$43.4M |
-$31M |
+$12.4M |
OPRX, SKX, W, WCC, LOW
|
13F-HR |
2/16/2021, 10:45 AM |
Q3 2020 |
30 |
$86.2M |
+$27.3M |
-$34.2M |
-$6.96M |
OPRX, LOW, UPLD, SKX, SKY
|
13F-HR |
11/16/2020, 10:04 AM |
Q2 2020 |
37 |
$88.1M |
+$40.3M |
-$32.4M |
+$7.94M |
TSLA, W, WCC, RDVT, LOW
|
13F-HR |
8/14/2020, 09:56 AM |
Q1 2020 |
30 |
$61.7M |
+$39.4M |
-$40.3M |
-$905K |
LOW, META, RDVT, SKY, SKX
|
13F-HR |
5/15/2020, 09:45 AM |
Q4 2019 |
25 |
$74.3M |
+$23M |
-$39.9M |
-$16.9M |
CRM, GOOG, UPLD, SKY, RDVT
|
13F-HR |
2/14/2020, 09:47 AM |
Q3 2019 |
26 |
$86.9M |
+$12.6M |
-$25.5M |
-$12.9M |
DIS, GOOG, CRM, SKY, UPLD
|
13F-HR |
11/14/2019, 09:41 AM |
Q2 2019 |
30 |
$103M |
+$27.5M |
-$26M |
+$1.45M |
DIS, UPLD, GOOG, SKY, TRHC
|
13F-HR |
8/14/2019, 09:42 AM |
Q1 2019 |
35 |
$96.6M |
+$50.1M |
-$44.3M |
+$5.8M |
UPLD, RHT, DIS, FDX, EGAN
|
13F-HR |
5/15/2019, 09:46 AM |
Q4 2018 |
32 |
$84.6M |
+$54.9M |
-$43.6M |
+$11.4M |
RHT, DDE, GOOG, FDX, CRM
|
13F-HR |
2/14/2019, 10:22 AM |
Q3 2018 |
23 |
$83.4M |
+$16.5M |
-$40.9M |
-$24.4M |
GPS, BLFS, ETM, SKY, BXC
|
13F-HR |
11/14/2018, 10:08 AM |
Q2 2018 |
32 |
$104M |
+$36.8M |
-$5.67B |
-$5.63B |
ETM, GPS, ASUR, BXC, WCC
|
13F-HR |
8/14/2018, 01:27 PM |
Q1 2018 |
32 |
$94.9M |
+$21M |
-$34.7M |
-$13.7M |
ETM, SKY, WCC, TRHC, GPS
|
13F-HR |
5/15/2018, 01:01 PM |
Q4 2017 |
32 |
$106M |
+$34.4M |
-$31M |
+$3.35M |
ETM, TRHC, ASUR, WCC, SPB
|
13F-HR |
2/14/2018, 10:00 AM |
Q3 2017 |
32 |
$96.8M |
+$32M |
-$33.1M |
-$1.1M |
ETM, GPS, ASUR, TRHC, RNG
|
13F-HR |
11/14/2017, 01:43 PM |
Q2 2017 |
28 |
$91.7M |
+$43.5M |
-$49.2M |
-$5.73M |
ETM, CRM, LOW, UPLD, ASUR
|
13F-HR |
8/14/2017, 01:35 PM |
Q1 2017 |
30 |
$101M |
+$50.2M |
-$40.2M |
+$10.1M |
ETM, LOW, CRM, CALD, SKY
|
13F-HR |
5/15/2017, 01:24 PM |
Q4 2016 |
20 |
$93.3M |
+$26.4M |
-$53.5M |
-$27M |
ETM, SKY, HRG, CALD, CHKE
|
13F-HR |
2/14/2017, 12:29 PM |
Q3 2016 |
22 |
$117M |
+$30.5M |
-$32.7M |
-$2.24M |
ETM, SKY, CALD, M, ERII
|
13F-HR |
11/14/2016, 02:01 PM |
Q2 2016 |
19 |
$115M |
+$38.7M |
-$42.5M |
-$3.79M |
ETM, CALD, MODN, M, PATK
|
13F-HR |
8/15/2016, 01:12 PM |
Q1 2016 |
20 |
$110M |
+$44.5M |
-$36.7M |
+$7.75M |
ETM, CALD, SPB, M, CXRX
|
13F-HR |
5/16/2016, 01:28 PM |
Q4 2015 |
16 |
$103M |
+$35.9M |
-$12.1M |
+$23.8M |
ETM, IDTI, CALD, CVC, LOCK
|
13F-HR |
2/16/2016, 01:06 PM |
Q3 2015 |
10 |
$72.2M |
+$15.6M |
-$47.1M |
-$31.4M |
ETM, CALD, SGC, IDTI, MPAA
|
13F-HR |
11/16/2015, 01:07 PM |
Q2 2015 |
14 |
$109M |
+$46.6M |
-$41.8M |
+$4.78M |
ETM, SPB, CALD, LOCK, SGC
|
13F-HR |
8/14/2015, 01:18 PM |
Q1 2015 |
15 |
$103M |
+$34.8M |
-$23M |
+$11.7M |
ETM, ICAD, SGC, CALD, DOC
|
13F-HR |
5/15/2015, 01:05 PM |
Q4 2014 |
13 |
$96.5M |
$0 |
$0 |
|
SGC, IDTI, ICAD, DOC, LAD
|
13F-HR |
2/17/2015, 11:30 AM |