| Q1 2024 |
17 |
$74.4M |
+$24.3M |
-$217M |
-$193M |
CSTM, GPRE, TTD, FOUR, AMD
|
13F-HR |
4/17/2024, 11:18 AM |
| Q4 2023 |
26 |
$258M |
+$146M |
-$90.5M |
+$55.5M |
IWM, BA, CSTM, UBER, INTC
|
13F-HR |
1/25/2024, 02:39 PM |
| Q3 2023 |
31 |
$184M |
+$91.5M |
-$64.7M |
+$26.8M |
INTC, CSTM, META, GPRE, DIS
|
13F-HR |
10/26/2023, 09:46 AM |
| Q2 2023 |
28 |
$157M |
+$89.6M |
-$33.1M |
+$56.5M |
GPRE, BG, CSTM, MTCH, BKR
|
13F-HR |
8/8/2023, 11:13 AM |
| Q1 2023 |
27 |
$93M |
+$34.6M |
-$126M |
-$91.9M |
GPRE, CSTM, MTCH, APD, UBER
|
13F-HR |
5/2/2023, 09:28 AM |
| Q4 2022 |
31 |
$179M |
+$97M |
-$107M |
-$9.79M |
APD, GPRE, NVDA, BG, CSTM
|
13F-HR |
1/26/2023, 10:46 AM |
| Q3 2022 |
42 |
$172M |
+$89.4M |
-$45.4M |
+$44M |
APD, GPRE, AA, UBER, WYNN
|
13F-HR |
10/31/2022, 03:27 PM |
| Q2 2022 |
40 |
$131M |
+$40.6M |
-$72.8M |
-$32.2M |
GPRE, ENPH, CMG, CSTM, APD
|
13F-HR |
8/4/2022, 02:37 PM |
| Q1 2022 |
32 |
$196M |
+$103M |
-$165M |
-$62.5M |
ENPH, APD, BP, CSTM, GPRE
|
13F-HR |
5/10/2022, 01:54 PM |
| Q4 2021 |
45 |
$266M |
$0 |
$0 |
|
LITE, UPS, CSTM, PYPL, PTC
|
13F-HR |
2/1/2022, 05:02 PM |