| Q2 2018 |
25 |
$146M |
+$80.4M |
-$104M |
-$23.4M |
HGV, PRSP, CZR, META, HRG
|
13F-HR |
8/14/2018, 04:26 PM |
| Q1 2018 |
24 |
$170M |
+$68M |
-$36.5M |
+$31.5M |
FLT, MDR, CZR, AVGO, FDC
|
13F-HR |
5/15/2018, 08:52 AM |
| Q4 2017 |
23 |
$141M |
+$110M |
-$84.8M |
+$24.7M |
FLT, MDR, CZR, PYPL, ILG
|
13F-HR |
2/14/2018, 11:52 AM |
| Q3 2017 |
19 |
$112M |
+$29.7M |
-$78.1M |
-$48.5M |
FLT, HGV, MPC, DBDQQ, WYND
|
13F-HR |
11/14/2017, 07:55 AM |
| Q2 2017 |
25 |
$155M |
+$96.3M |
-$112M |
-$15.3M |
AABA, HGV, WYND, CNDT, FLT
|
13F-HR |
8/14/2017, 08:44 AM |
| Q1 2017 |
25 |
$163M |
+$89.9M |
-$64M |
+$25.9M |
ILG, CNDT, YHOO, DECK, ADNT
|
13F-HR |
5/15/2017, 12:52 PM |
| Q4 2016 |
25 |
$127M |
$0 |
$0 |
|
ADNT, ILG, CXW, TWX, MPC
|
13F-HR |
2/14/2017, 06:04 AM |