| Q3 2021 |
3 |
$8.9M |
+$644K |
-$11.3M |
-$10.7M |
SMH, AMAT, SQ
|
13F-HR |
11/12/2021, 10:55 AM |
| Q2 2021 |
6 |
$20.1M |
+$19.3M |
-$2.19M |
+$17.1M |
SMH, AMAT, NVDA, MU, ADBE
|
13F-HR |
8/13/2021, 04:40 PM |
| Q1 2021 |
6 |
$3M |
+$1.11M |
-$8.24M |
-$7.14M |
MU, FEZ, IWM, CLF, EEM
|
13F-HR |
5/14/2021, 04:01 PM |
| Q4 2020 |
49 |
$9.81M |
+$8.42M |
-$4.38M |
+$4.04M |
IWM, MU, NKE, MSFT, AAPL
|
13F-HR |
2/12/2021, 04:47 PM |
| Q3 2020 |
20 |
$5.18M |
+$5.18M |
-$6.11M |
-$933K |
AMZN, TMUS, FEZ, JD, META
|
13F-HR |
11/13/2020, 05:01 PM |
| Q2 2020 |
10 |
$6.11M |
+$6.11M |
-$27.9M |
-$21.8M |
ADBE, MKC, SNX, ACN, PFGC
|
13F-HR |
8/13/2020, 05:31 PM |
| Q1 2020 |
21 |
$27.9M |
+$26.1M |
-$13.3M |
+$12.8M |
EEM, IWM, FEZ, ZM, AMZN
|
13F-HR |
5/15/2020, 07:27 AM |
| Q4 2019 |
18 |
$15.3M |
+$11.8M |
-$32.3M |
-$20.5M |
FEZ, JBL, AZO, AIR, CTAS
|
13F-HR |
2/14/2020, 12:54 PM |
| Q3 2019 |
15 |
$35.2M |
+$31M |
-$17.4M |
+$13.6M |
SPY, LULU, CTAS, NKE, JBL
|
13F-HR |
11/13/2019, 05:14 PM |
| Q2 2019 |
25 |
$21.2M |
+$15.9M |
-$21.2M |
-$5.34M |
INFO, ADBE, ACN, FEZ, ORCL
|
13F-HR |
8/13/2019, 06:29 AM |
| Q1 2019 |
21 |
$26.1M |
+$12.6M |
-$18.2M |
-$5.56M |
SPY, EEM, FDS, FIVE, LULU
|
13F-HR |
5/15/2019, 09:12 AM |
| Q4 2018 |
5 |
$28.9M |
+$12.3M |
-$108M |
-$95.3M |
SPY, EEM, HEZU, AZO, CIEN
|
13F-HR |
2/13/2019, 04:07 PM |
| Q3 2018 |
169 |
$131M |
+$67.2M |
-$62.4M |
+$4.84M |
SPY, AAPL, SQ, NVDA, PANW
|
13F-HR |
11/13/2018, 04:16 PM |
| Q2 2018 |
191 |
$119M |
+$57.2M |
-$94.6M |
-$37.4M |
SPY, AMZN, GOOS, WWE, UGI
|
13F-HR |
8/13/2018, 04:21 PM |
| Q1 2018 |
216 |
$149M |
+$137M |
-$83.7M |
+$53.2M |
SPY, PVH, IBKR, LULU, SCHL
|
13F-HR |
5/14/2018, 04:55 PM |
| Q4 2017 |
233 |
$94.4M |
+$69M |
-$88.7M |
-$19.7M |
BSAC, BCH, MU, GOOS, INXN
|
13F-HR |
2/13/2018, 04:51 PM |
| Q3 2017 |
467 |
$111M |
+$71.9M |
-$104M |
-$32.2M |
C, TEO, SQM, H, BLD
|
13F-HR |
11/13/2017, 05:11 PM |
| Q2 2017 |
611 |
$137M |
+$86.6M |
-$101M |
-$14.6M |
KRE, AGO, CBOE, TECD, BID
|
13F-HR |
8/14/2017, 08:52 AM |
| Q1 2017 |
678 |
$149M |
+$97.2M |
-$105M |
-$8.13M |
MBT, CHKP, HPQ, ROP, CDK
|
13F-HR |
5/12/2017, 04:16 PM |
| Q4 2016 |
609 |
$149M |
+$88.4M |
-$71.4M |
+$17M |
PLCE, UVV, JKHY, IDCC, Y
|
13F-HR |
2/14/2017, 12:23 PM |
| Q3 2016 |
646 |
$128M |
+$77.5M |
-$47.2M |
+$30.3M |
DNOW, YRD, MSI, CPN, MRC
|
13F-HR |
11/14/2016, 09:08 AM |
| Q2 2016 |
604 |
$94.3M |
+$51.3M |
-$38.8M |
+$12.4M |
NTES, MRC, PLCE, RIG, DNOW
|
13F-HR |
8/15/2016, 08:02 AM |
| Q1 2016 |
578 |
$82.6M |
+$37M |
-$60.7M |
-$23.6M |
TTWO, VC, LYB, CALM, NTES
|
13F-HR |
5/13/2016, 08:36 PM |
| Q4 2015 |
607 |
$105M |
$0 |
$0 |
|
LYB, BWXT, AGCO, GPN, VLO
|
13F-HR |
2/12/2016, 05:46 PM |