Q3 2020 |
29 |
$18.1M |
+$2.18M |
-$464K |
+$1.72M |
MU, GBX, KTOS, SDSXXXX, TWOXXXX
|
13F-HR |
10/22/2020, 01:38 PM |
Q2 2020 |
31 |
$17.5M |
+$2.86M |
-$59.9M |
-$57.1M |
MU, ACCO, TWOXXXX, KTOS, GBX
|
13F-HR |
7/27/2020, 01:41 PM |
Q1 2020 |
31 |
$81.6M |
+$4.66M |
-$146K |
+$4.51M |
MSFT, LOW, FIBK, MU, KTOS
|
13F-HR |
5/7/2020, 01:11 PM |
Q4 2019 |
35 |
$122M |
+$7.38M |
-$20.3M |
-$12.9M |
MSFT, LOW, FIBK, MU, KTOS
|
13F-HR |
2/5/2020, 03:16 PM |
Q3 2019 |
36 |
$130M |
+$4.56M |
-$1.65M |
+$2.9M |
MSFT, FIBK, LOW, KTOS, MTOR
|
13F-HR |
10/24/2019, 01:55 PM |
Q2 2019 |
39 |
$135M |
+$5.96M |
-$3.49M |
+$2.46M |
MSFT, FIBK, LOW, KTOS, MTOR
|
13F-HR |
7/29/2019, 03:22 PM |
Q1 2019 |
37 |
$130M |
+$13.1M |
-$377K |
+$12.7M |
MSFT, FIBK, LOW, MU, KTOS
|
13F-HR |
4/15/2019, 03:24 PM |
Q4 2018 |
43 |
$114M |
+$19M |
-$3.53M |
+$15.5M |
MSFT, FIBK, LOW, ASNA, KTOS
|
13F-HR |
1/24/2019, 01:54 PM |
Q3 2018 |
51 |
$143M |
+$25.4M |
-$1.57M |
+$23.9M |
MSFT, LOW, NBCT, FIBK, ASNA
|
13F-HR |
10/18/2018, 03:10 PM |
Q2 2018 |
52 |
$116M |
+$18.7M |
-$3.52M |
+$15.2M |
MSFT, LOW, MU, ASNA, KTOS
|
13F-HR |
8/2/2018, 03:01 PM |
Q1 2018 |
46 |
$94.2M |
+$15.4M |
-$2.99M |
+$12.4M |
MSFT, LOW, MU, KTOS, ASNA
|
13F-HR |
5/1/2018, 03:00 PM |
Q4 2017 |
48 |
$93.1M |
+$12.5M |
-$718K |
+$11.8M |
MSFT, LOW, MU, ASNA, HBM
|
13F-HR |
2/15/2018, 12:21 PM |
Q3 2017 |
56 |
$86M |
+$9.81M |
-$4.22M |
+$5.58M |
MSFT, LOW, MU, KTOS, NCR
|
13F-HR |
11/2/2017, 02:02 PM |
Q2 2017 |
54 |
$79.8M |
+$15.9M |
-$11.6M |
+$4.34M |
MSFT, LOW, KTOS, JPI, JHD
|
13F-HR |
7/25/2017, 11:59 AM |
Q1 2017 |
57 |
$79.3M |
+$15.5M |
-$5.7M |
+$9.78M |
NBCT, MSFT, LOW, JPI, JHD
|
13F-HR |
5/16/2017, 03:13 PM |
Q4 2016 |
63 |
$71.2M |
+$9.79M |
-$6.75M |
+$3.04M |
MSFT, LOW, JPI, JHD, SNAK
|
13F-HR |
3/13/2017, 03:58 PM |
Q3 2016 |
63 |
$75.2M |
+$18.8M |
-$2.92M |
+$15.9M |
MSFT, LOW, JPI, JHD, AAXXXX
|
13F-HR |
11/7/2016, 10:01 AM |
Q2 2016 |
54 |
$68.6M |
+$21.5M |
-$5.3M |
+$16.2M |
LOW, MSFT, JPI, SNAK, AAXXXX
|
13F-HR |
7/29/2016, 12:12 PM |
Q1 2016 |
57 |
$64M |
+$12.2M |
-$7.81M |
+$4.34M |
MSFT, AAXXXX, GLW, URI, LOW
|
13F-HR |
5/2/2016, 03:07 PM |
Q4 2015 |
60 |
$68.1M |
+$18.1M |
-$2.86M |
+$15.2M |
MSFT, AAXXXX, URI, AMAT, LOW
|
13F-HR |
2/1/2016, 11:36 AM |
Q3 2015 |
61 |
$62.2M |
+$12.3M |
-$17M |
-$4.69M |
MSFT, AAXXXX, URI, LOW, GLW
|
13F-HR |
11/3/2015, 01:45 PM |
Q2 2015 |
75 |
$96.4M |
+$18.4M |
-$3.62M |
+$14.8M |
MSFT, FCX, AAPL, HILL, GLW
|
13F-HR |
7/28/2015, 01:25 PM |
Q1 2015 |
68 |
$90M |
+$17.8M |
-$11.1M |
+$6.7M |
MSFT, FCX, GT, AAXXXX, TWOXXXX
|
13F-HR |
4/30/2015, 12:35 PM |
Q4 2014 |
62 |
$96.1M |
+$15.7M |
-$4.03M |
+$11.7M |
RFMD, GT, MSFT, GLW, HILL
|
13F-HR |
2/2/2015, 02:10 PM |
Q3 2014 |
66 |
$92.6M |
+$14.4M |
-$7.91M |
+$6.48M |
MSFT, AAPL, GLW, HILL, RFMD
|
13F-HR |
11/4/2014, 02:09 PM |
Q2 2014 |
68 |
$106M |
+$10.7M |
-$5.43M |
+$5.29M |
SLW, MSFT, CNK, AAXXXX, FCX
|
13F-HR |
7/24/2014, 01:02 PM |
Q1 2014 |
68 |
$105M |
+$9.8M |
-$12.6M |
-$2.8M |
MSFT, SLW, CNK, AAXXXX, FCX
|
13F-HR |
5/6/2014, 12:08 PM |
Q4 2013 |
68 |
$110M |
|
|
|
AAPL, MSFT, CNK, MITTXXXX, SLW
|
13F-HR |
2/6/2014, 10:32 AM |