| Q1 2019 |
24 |
$72.2M |
+$21.7M |
-$121M |
-$99.5M |
WP, USOXXXX, BERY, FIS, ADBE
|
13F-HR |
5/15/2019, 02:24 PM |
| Q4 2018 |
22 |
$150M |
+$45.9M |
-$88M |
-$42.1M |
MSFT, BERY, SONY, UNH, V
|
13F-HR |
2/14/2019, 04:04 PM |
| Q3 2018 |
25 |
$216M |
+$50M |
-$64.5M |
-$14.5M |
FLT, MSFT, V, ESNT, ICE
|
13F-HR |
11/14/2018, 03:56 PM |
| Q2 2018 |
29 |
$223M |
+$59.6M |
-$57.3M |
+$2.28M |
META, FLT, V, SPGI, ICE
|
13F-HR |
8/13/2018, 03:13 PM |
| Q1 2018 |
25 |
$210M |
+$74.7M |
-$107M |
-$32.4M |
GMS, META, FLT, CHTR, ICE
|
13F-HR |
5/15/2018, 04:12 PM |
| Q4 2017 |
32 |
$246M |
+$114M |
-$54.2M |
+$59.8M |
META, SPGI, CHTR, BLDR, FLT
|
13F-HR |
2/14/2018, 06:11 PM |
| Q3 2017 |
25 |
$172M |
+$44.2M |
-$43.9M |
+$341K |
META, BLDR, CHTR, FLT, GMS
|
13F-HR |
11/14/2017, 04:39 PM |
| Q2 2017 |
20 |
$159M |
+$46.5M |
-$46.1M |
+$393K |
META, PE, CHTR, BLDR, TRU
|
13F-HR |
8/14/2017, 04:53 PM |
| Q1 2017 |
22 |
$157M |
+$51.1M |
-$43M |
+$8.05M |
TRU, CHTR, CPE, PE, META
|
13F-HR |
5/15/2017, 04:32 PM |
| Q4 2016 |
22 |
$140M |
$0 |
$0 |
|
LKQ, PE, CHTR, CPE, BAC
|
13F-HR |
2/13/2017, 06:12 PM |