| Q4 2018 |
10 |
$149M |
+$27.1M |
-$135M |
-$108M |
MTN, QSR, USFD, DLTR, CHDN
|
13F-HR |
2/14/2019, 04:45 PM |
| Q3 2018 |
15 |
$283M |
+$46M |
-$176M |
-$130M |
STZ, QSR, RACE, AMZN, BURL
|
13F-HR |
11/14/2018, 04:02 PM |
| Q2 2018 |
12 |
$419M |
+$65.3M |
-$91.2M |
-$25.9M |
DLTR, QSR, AMZN, BURL, MTN
|
13F-HR |
8/14/2018, 04:00 PM |
| Q1 2018 |
11 |
$413M |
+$46M |
-$93.1M |
-$47.1M |
DLTR, MTN, BURL, QSR, USFD
|
13F-HR |
5/15/2018, 04:24 PM |
| Q4 2017 |
11 |
$451M |
+$122M |
-$155M |
-$33.5M |
DLTR, BURL, ORLY, MTN, USFD
|
13F-HR |
2/14/2018, 04:10 PM |
| Q3 2017 |
10 |
$424M |
+$127M |
-$141M |
-$14.2M |
DLTR, DG, AMZN, BURL, KHC
|
13F-HR |
11/14/2017, 08:14 AM |
| Q2 2017 |
12 |
$417M |
+$114M |
-$144M |
-$29.5M |
DLTR, KHC, ORLY, BURL, HD
|
13F-HR |
8/14/2017, 08:55 AM |
| Q1 2017 |
10 |
$445M |
+$119M |
-$225M |
-$107M |
DLTR, KHC, META, MTN, GOOGL
|
13F-HR |
5/15/2017, 12:28 PM |
| Q4 2016 |
11 |
$514M |
+$133M |
-$67.4M |
+$65.8M |
HD, KHC, GOOGL, DLTR, AMZN
|
13F-HR |
2/14/2017, 06:30 AM |
| Q3 2016 |
13 |
$452M |
+$119M |
-$63.6M |
+$55.4M |
KHC, DLTR, GOOGL, AMZN, LOW
|
13F-HR |
11/14/2016, 06:14 AM |
| Q2 2016 |
11 |
$383M |
+$11.2M |
-$42.6M |
-$31.4M |
KHC, DLTR, AAP, BURL, LOW
|
13F-HR |
8/15/2016, 09:45 AM |
| Q1 2016 |
11 |
$387M |
+$204M |
-$55.3M |
+$149M |
KHC, DLTR, DG, ARMK, BURL
|
13F-HR |
5/9/2016, 11:39 AM |
| Q4 2015 |
11 |
$228M |
$0 |
$0 |
|
HD, MTN, SBUX, AMZN, KHC
|
13F-HR |
2/8/2016, 03:55 PM |