| Q3 2021 |
16 |
$3.06M |
+$3.06M |
-$1.11M |
+$1.95M |
CCI, FIS, MSFT, OC, GOOG
|
13F-HR |
11/12/2021, 01:26 PM |
| Q2 2021 |
8 |
$1.11M |
+$1.11M |
-$696K |
+$417K |
ACN, CI, GPN, MGI, GEO
|
13F-HR |
8/16/2021, 01:44 PM |
| Q1 2021 |
3 |
$696K |
+$696K |
-$5.41M |
-$4.71M |
VMC, MELI, ROKU
|
13F-HR |
5/14/2021, 01:56 PM |
| Q4 2020 |
19 |
$5.41M |
+$4.47M |
-$24.2M |
-$19.7M |
IWM, LMT, COR, CCI, DE
|
13F-HR |
2/12/2021, 09:12 PM |
| Q3 2020 |
95 |
$25.3M |
+$19.3M |
-$17.4M |
+$1.91M |
MSFT, INFO, CAR, GOOG, LIN
|
13F-HR |
11/13/2020, 08:16 PM |
| Q2 2020 |
87 |
$23.2M |
+$22.6M |
-$4.31M |
+$18.3M |
NOC, EHTH, CTRA, SRE, LMT
|
13F-HR |
8/13/2020, 05:01 PM |
| Q1 2020 |
21 |
$4.69M |
+$3.66M |
-$28.4M |
-$24.8M |
ORCL, PAYX, ADSK, WSM, FL
|
13F-HR |
5/15/2020, 03:33 PM |
| Q4 2019 |
104 |
$30M |
+$27.5M |
-$21.2M |
+$6.3M |
IFF, AMAT, ARMK, WPC, WDAY
|
13F-HR |
2/14/2020, 11:39 AM |
| Q3 2019 |
89 |
$23.6M |
+$20.2M |
-$42M |
-$21.8M |
ECL, FIS, PFE, LHX, SPGI
|
13F-HR |
11/14/2019, 12:00 PM |
| Q2 2019 |
150 |
$45.5M |
+$39.7M |
-$25.2M |
+$14.5M |
ENB, ORCL, MKC, JNJ, RH
|
13F-HR |
8/14/2019, 02:15 PM |
| Q1 2019 |
117 |
$30.8M |
+$27.9M |
-$13.1M |
+$14.8M |
NYCB, ED, HST, OGE, UHS
|
13F-HR |
5/15/2019, 11:58 AM |
| Q4 2018 |
72 |
$15.6M |
+$13.6M |
-$19.8M |
-$6.12M |
RY, A, GIS, HPE, DRI
|
13F-HR |
2/14/2019, 09:50 AM |
| Q3 2018 |
82 |
$22M |
+$19.7M |
-$16.6M |
+$3.07M |
BXP, EVRG, INTU, CSCO, SNPS
|
13F-HR |
11/13/2018, 06:29 PM |
| Q2 2018 |
56 |
$18.7M |
+$12.8M |
-$63.3M |
-$50.5M |
META, IBM, ULTA, HAL, DAL
|
13F-HR |
8/14/2018, 10:32 AM |
| Q1 2018 |
186 |
$69M |
+$38.6M |
-$201M |
-$163M |
HDS, QRTEA, CCL, DISH, VEEV
|
13F-HR |
5/15/2018, 09:47 AM |
| Q4 2017 |
365 |
$233M |
$0 |
$0 |
|
BSX, WMT, META, AMTD, CCL
|
13F-HR |
2/13/2018, 08:17 PM |