Q4 2019 |
24 |
$123M |
+$74M |
-$233M |
-$159M |
AMZN, QSR, GOOGL, META, PEP
|
13F-HR |
2/10/2020, 03:36 PM |
Q3 2019 |
22 |
$250M |
+$155M |
-$70.4M |
+$84.8M |
GOOGL, META, AMD, NFLX, AMZN
|
13F-HR |
11/13/2019, 04:08 PM |
Q2 2019 |
23 |
$175M |
+$95.9M |
-$252M |
-$156M |
META, NFLX, GOOGL, IFF, AMD
|
13F-HR |
8/12/2019, 01:33 PM |
Q1 2019 |
24 |
$327M |
+$294M |
-$128M |
+$166M |
WMT, KHC, IFF, GOOGL, MCD
|
13F-HR |
5/9/2019, 04:49 PM |
Q4 2018 |
39 |
$158M |
+$113M |
-$210M |
-$97.3M |
DG, FDC, QSR, KHC, TJX
|
13F-HR |
2/7/2019, 04:39 PM |
Q3 2018 |
29 |
$279M |
+$79.9M |
-$97.3M |
-$17.3M |
GOOGL, FDC, BABA, META, PM
|
13F-HR |
11/13/2018, 09:16 AM |
Q2 2018 |
34 |
$278M |
+$146M |
-$93.1M |
+$53M |
FDC, GOOGL, MELI, META, JD
|
13F-HR |
8/2/2018, 12:20 PM |
Q1 2018 |
21 |
$212M |
+$159M |
-$125M |
+$33.2M |
JD, FDC, JWN, MELI, M
|
13F-HR |
5/11/2018, 11:07 AM |
Q4 2017 |
20 |
$182M |
+$117M |
-$143M |
-$25.9M |
FDC, CCEP, BALL, ZAYO, ETSY
|
13F-HR |
2/2/2018, 02:42 PM |
Q3 2017 |
19 |
$202M |
+$128M |
-$172M |
-$44.3M |
ORCL, FDC, DPS, SBAC, CCI
|
13F-HR |
11/8/2017, 07:32 AM |
Q2 2017 |
23 |
$246M |
+$130M |
-$219M |
-$89.1M |
TWTR, CCEP, KO, ORCL, LVS
|
13F-HR |
8/8/2017, 06:54 AM |
Q1 2017 |
37 |
$320M |
+$224M |
-$67.2M |
+$157M |
FDX, CCEP, ORCL, KMX, HDS
|
13F-HR |
5/12/2017, 09:14 AM |
Q4 2016 |
35 |
$158M |
+$122M |
-$107M |
+$15.5M |
WHR, KMX, WY, FDX, HDS
|
13F-HR |
2/10/2017, 09:30 AM |
Q3 2016 |
33 |
$142M |
+$115M |
-$36.8M |
+$77.9M |
TSN, MCD, KO, GOOGL, MJN
|
Restatement |
11/15/2016, 10:36 AM |
Q2 2016 |
31 |
$64.4M |
+$45.1M |
-$119M |
-$74.2M |
CPRT, LULU, CRI, KMX, BUFF
|
13F-HR |
8/9/2016, 11:16 AM |
Q1 2016 |
36 |
$138M |
+$89.8M |
-$163M |
-$73.1M |
YUM, TSCO, MJN, MAT, MGM
|
13F-HR |
5/6/2016, 09:37 AM |
Q4 2015 |
32 |
$209M |
$0 |
$0 |
|
NKE, SMG, GOOGL, MAT, AMZN
|
13F-HR |
2/12/2016, 10:21 AM |