Q4 2024 |
40 |
$181M |
+$17.1M |
-$14.5M |
+$2.57M |
ATGE, TPH, PHIN, CNX, UPWK
|
13F-HR |
2/12/2025, 01:58 PM |
Q3 2024 |
40 |
$147M |
+$27.6M |
-$20.3M |
+$7.23M |
PHIN, VCTR, CNX, RDN, AX
|
13F-HR |
11/12/2024, 12:17 PM |
Q2 2024 |
37 |
$151M |
+$25.9M |
-$25.4M |
+$500K |
THC, ATGE, TPH, DTM, PHIN
|
13F-HR |
8/9/2024, 01:39 PM |
Q1 2024 |
36 |
$147M |
+$10.9M |
-$12.4M |
-$1.47M |
THC, TPH, CRC, ROCK, ATGE
|
13F-HR |
5/2/2024, 12:57 PM |
Q4 2023 |
37 |
$148M |
+$10.3M |
-$40.4M |
-$30M |
ATGE, TPH, CRC, ROCK, THC
|
13F-HR |
1/31/2024, 01:27 PM |
Q3 2023 |
42 |
$158M |
+$16.9M |
-$37.3M |
-$20.5M |
CRC, ROCK, TPH, THC, ATGE
|
13F-HR |
11/7/2023, 01:05 PM |
Q2 2023 |
38 |
$181M |
+$13.5M |
-$9.64M |
+$3.9M |
THC, TPH, TRTN, CRC, ROCK
|
13F-HR |
8/3/2023, 05:21 PM |
Q1 2023 |
38 |
$178M |
+$16M |
|
+$16M |
TPH, THC, UNVR, CRC, ATGE
|
13F-HR |
5/10/2023, 03:39 PM |
Q4 2022 |
39 |
$172M |
+$14.3M |
-$7.89M |
+$6.39M |
CRC, DTM, TRTN, UNVR, ATGE
|
13F-HR |
2/1/2023, 10:42 AM |
Q3 2022 |
37 |
$154M |
+$16.6M |
-$11.6M |
+$5.03M |
DTM, CRC, ATGE, TRTN, BHF
|
13F-HR |
11/10/2022, 10:36 AM |
Q2 2022 |
39 |
$174M |
+$20.1M |
-$10.7M |
+$9.45M |
HRB, CRC, DTM, ATGE, VSTO
|
13F-HR |
8/9/2022, 01:43 PM |
Q1 2022 |
40 |
$211M |
+$13.8M |
-$4.46M |
+$9.33M |
CRC, VSTO, TRTN, DTM, UNVR
|
13F-HR |
5/6/2022, 12:08 PM |
Q4 2021 |
40 |
$222M |
+$18.1M |
-$6.26M |
+$11.9M |
VSTO, CRC, SPB, PBH, DTM
|
13F-HR |
2/14/2022, 10:29 AM |
Q3 2021 |
40 |
$210M |
+$18.5M |
-$51.5M |
-$32.9M |
VSTO, CRC, SPB, DTM, PBH
|
13F-HR |
11/15/2021, 03:49 PM |
Q2 2021 |
41 |
$255M |
+$26.7M |
-$24.6M |
+$2.18M |
VSTO, AVYAQ, AVID, BGS, ODP
|
13F-HR |
8/11/2021, 05:36 PM |
Q1 2021 |
39 |
$239M |
+$34.7M |
-$36.1M |
-$1.4M |
AVYAQ, EXP, VSTO, BGS, SPB
|
13F-HR |
5/6/2021, 10:54 AM |
Q4 2020 |
40 |
$205M |
+$28.2M |
-$872K |
+$27.3M |
EXP, BGS, AVYAQ, SPB, VSTO
|
13F-HR |
2/11/2021, 01:02 PM |
Q3 2020 |
41 |
$173M |
+$31.3M |
-$16.6M |
+$14.8M |
BGS, EXP, GNRC, VRTU, MGLN
|
13F-HR |
11/12/2020, 11:40 AM |
Q2 2020 |
38 |
$157M |
+$37.3M |
-$15.3M |
+$22M |
GNRC, IWM, BGS, MGLN, EXP
|
13F-HR |
8/12/2020, 05:46 PM |
Q1 2020 |
39 |
$129M |
+$31.6M |
-$4.52M |
+$27M |
GNRC, PBH, BGS, PDM, WKC
|
13F-HR |
5/13/2020, 04:51 PM |
Q4 2019 |
42 |
$215M |
+$41.2M |
-$6.58M |
+$34.7M |
GNRC, WKC, MGLN, THS, PCH
|
13F-HR |
2/13/2020, 10:52 AM |
Q3 2019 |
42 |
$201M |
+$15.8M |
-$1.27M |
+$14.6M |
GNRC, WKC, THS, TGNA, PCH
|
13F-HR |
11/13/2019, 02:43 PM |
Q2 2019 |
43 |
$212M |
+$25.7M |
-$1.67M |
+$24M |
GNRC, THS, WKC, MGLN, PDCO
|
13F-HR |
8/13/2019, 11:15 AM |
Q1 2019 |
43 |
$216M |
+$19.9M |
-$3.21M |
+$16.7M |
ENSG, THS, GNRC, AMN, MYGN
|
13F-HR |
5/13/2019, 11:14 AM |
Q4 2018 |
45 |
$199M |
+$27.2M |
-$7.06M |
+$20.1M |
ENSG, AMN, THS, GNRC, PDCO
|
13F-HR |
2/13/2019, 10:56 AM |
Q3 2018 |
44 |
$247M |
+$34.9M |
-$21M |
+$13.9M |
ENSG, AMN, GNRC, PDCO, THS
|
13F-HR |
11/13/2018, 09:52 AM |
Q2 2018 |
42 |
$274M |
+$40.9M |
-$6.86M |
+$34M |
SPXCXXXX, AMN, ENSG, CNX, THS
|
13F-HR |
8/13/2018, 12:35 PM |
Q1 2018 |
42 |
$265M |
+$28.7M |
-$21.4M |
+$7.29M |
SPXCXXXX, AMN, BWXT, PNK, BLMN
|
13F-HR |
5/11/2018, 11:18 AM |
Q4 2017 |
41 |
$287M |
+$47.1M |
-$8.64M |
+$38.5M |
ASIX, LNGG, PNK, SPXCXXXX, BWXT
|
13F-HR |
2/13/2018, 11:19 AM |
Q3 2017 |
43 |
$283M |
+$64.5M |
-$1.91M |
+$62.6M |
ASIX, SPXCXXXX, BWXT, FULT, AMN
|
13F-HR |
11/13/2017, 11:37 AM |
Q2 2017 |
42 |
$270M |
+$27.6M |
-$11.6M |
+$16M |
ASIX, SMTC, MDXG, FULT, SPXCXXXX
|
13F-HR |
8/9/2017, 11:21 AM |
Q1 2017 |
42 |
$270M |
+$43.9M |
-$9.88M |
+$34M |
ASIX, SMTC, FULT, SPXCXXXX, BWXT
|
13F-HR |
5/11/2017, 12:14 PM |
Q4 2016 |
41 |
$268M |
+$19.6M |
-$1.23M |
+$18.3M |
OGS, SMTC, FULT, SPXCXXXX, ASIX
|
13F-HR |
2/13/2017, 10:35 AM |
Q3 2016 |
41 |
$236M |
+$30.4M |
-$20.4M |
+$10M |
OGS, HMSY, SMTC, CY, SPXCXXXX
|
13F-HR |
11/10/2016, 10:35 AM |
Q2 2016 |
41 |
$242M |
+$20.3M |
-$25.7M |
-$5.42M |
OGS, EAT, HMSY, SMTC, CY
|
13F-HR |
8/11/2016, 12:29 PM |
Q1 2016 |
42 |
$259M |
+$49.8M |
-$2.81M |
+$47M |
OGS, EAT, GNRC, SMTC, FULT
|
13F-HR |
5/12/2016, 01:40 PM |
Q4 2015 |
41 |
$250M |
+$34.4M |
-$34.1M |
+$232K |
EAT, MDAS, OGS, EXLS, ROVI
|
13F-HR |
2/11/2016, 12:03 PM |
Q3 2015 |
41 |
$287M |
+$39.9M |
-$3.01M |
+$36.9M |
HCC, EAT, OGS, EXLS, MDAS
|
13F-HR |
11/12/2015, 10:31 AM |
Q2 2015 |
41 |
$324M |
+$39.2M |
-$249M |
-$209M |
EAT, HCC, OGS, OUTR, PRAA
|
13F-HR |
8/13/2015, 10:51 AM |
Q1 2015 |
55 |
$731M |
+$83.4M |
-$45.1M |
+$38.3M |
EAT, HCC, RVBD, CST, OGS
|
13F-HR |
5/13/2015, 12:15 PM |
Q4 2014 |
54 |
$750M |
+$93.5M |
-$17.1M |
+$76.4M |
EAT, HCC, RVBD, CST, OUTR
|
13F-HR |
2/12/2015, 11:24 AM |
Q3 2014 |
56 |
$707M |
+$97.8M |
-$54.1M |
+$43.8M |
EAT, BYI, HCC, RVBD, MYGN
|
13F-HR |
11/12/2014, 01:13 PM |
Q2 2014 |
55 |
$803M |
+$151M |
-$12.9M |
+$138M |
EAT, RVBD, HCC, BYI, MYGN
|
13F-HR |
8/12/2014, 05:05 PM |
Q1 2014 |
54 |
$806M |
+$144M |
-$32.9M |
+$111M |
FMC, EAT, RVBD, BYI, WRLD
|
13F-HR |
5/13/2014, 01:12 PM |
Q4 2013 |
50 |
$813M |
|
|
|
FMC, EAT, HII, BYI, WRLD
|
Restatement |
2/11/2014, 03:33 PM |