| Q1 2020 |
20 |
$60.3M |
+$36.8M |
-$71M |
-$34.1M |
SATS, QNST, AVTA, USCR, AMZN
|
13F-HR |
5/15/2020, 10:36 AM |
| Q4 2019 |
16 |
$115M |
+$19.3M |
-$6.75M |
+$12.6M |
URI, USCR, QNST, HQY, SATS
|
13F-HR |
2/14/2020, 04:53 PM |
| Q3 2019 |
15 |
$93M |
+$20.7M |
-$33.2M |
-$12.5M |
USCR, URI, SATS, SUM, MLM
|
13F-HR |
11/13/2019, 04:30 PM |
| Q2 2019 |
17 |
$104M |
+$15M |
-$15.1M |
-$93.6K |
USCR, SUM, URI, SATS, MLM
|
13F-HR |
8/14/2019, 04:56 PM |
| Q1 2019 |
16 |
$96.5M |
+$31.7M |
-$18.4M |
+$13.3M |
USCR, MLM, SUM, SATS, WEX
|
13F-HR |
5/14/2019, 05:04 PM |
| Q4 2018 |
12 |
$75.4M |
+$17.5M |
-$29.9M |
-$12.4M |
DG, MSFT, SATS, MLM, SMPL
|
13F-HR |
2/14/2019, 03:14 PM |
| Q3 2018 |
14 |
$98.9M |
+$13.4M |
-$25.8M |
-$12.4M |
SATS, DG, MSFT, MLM, SUM
|
13F-HR |
11/14/2018, 06:20 PM |
| Q2 2018 |
14 |
$115M |
+$19.9M |
-$23.6M |
-$3.71M |
LOGM, SATS, MLM, SUM, MSFT
|
13F-HR |
8/13/2018, 12:11 PM |
| Q1 2018 |
14 |
$112M |
+$29.8M |
-$31.4M |
-$1.61M |
WEX, SATS, LOGM, MLM, SUM
|
13F-HR |
5/15/2018, 04:59 PM |
| Q4 2017 |
15 |
$113M |
$0 |
$0 |
|
WEX, DISH, SATS, HAIN, SUM
|
13F-HR |
2/13/2018, 10:00 AM |