| Q2 2019 |
|
|
|
|
|
|
13F-HR |
8/14/2019, 10:09 AM |
| Q1 2019 |
50 |
$879M |
+$233M |
-$123M |
+$109M |
PLNT, CSGP, AERI, TXMD, KTOS
|
13F-HR |
5/15/2019, 05:00 PM |
| Q4 2018 |
50 |
$751M |
+$110M |
-$66M |
+$44.3M |
KTOS, PLNT, PRO, ENTG, NOVT
|
13F-HR |
2/14/2019, 03:27 PM |
| Q3 2018 |
50 |
$1.06B |
+$130M |
-$583M |
-$452M |
KTOS, EHC, PLNT, FIX, WEX
|
13F-HR |
11/14/2018, 03:28 PM |
| Q2 2018 |
50 |
$1.54B |
+$72.5M |
-$149M |
-$76.1M |
EHC, PLNT, WEX, CSGP, ENTG
|
13F-HR |
8/14/2018, 04:23 PM |
| Q1 2018 |
50 |
$1.6B |
+$343M |
-$84.5M |
+$258M |
PLNT, EHC, ENTG, WEX, CSGP
|
13F-HR |
5/15/2018, 04:34 PM |
| Q4 2017 |
55 |
$1.6B |
+$231M |
-$71.1M |
+$160M |
PLNT, NPO, CSGP, FIX, WEX
|
13F-HR |
2/14/2018, 03:34 PM |
| Q3 2017 |
60 |
$1.6B |
+$95.6M |
-$113M |
-$16.9M |
PLNT, OMCL, NPO, OSIS, OSUR
|
13F-HR |
11/14/2017, 03:40 PM |
| Q2 2017 |
59 |
$1.68B |
+$304M |
-$122M |
+$183M |
PLNT, CSGP, FIX, NPO, OMCL
|
13F-HR |
8/14/2017, 04:22 PM |
| Q1 2017 |
66 |
$1.72B |
+$378M |
-$197M |
+$181M |
ACXM, ENTG, OMCL, FCB, FIX
|
13F-HR |
5/15/2017, 04:15 PM |
| Q4 2016 |
54 |
$1.76B |
+$228M |
-$72.2M |
+$155M |
TCBI, ACXM, DGI, BC, WEX
|
13F-HR |
2/14/2017, 03:15 PM |
| Q3 2016 |
54 |
$1.64B |
+$120M |
-$141M |
-$20.7M |
ACXM, DGI, EVER, ENTG, WEX
|
13F-HR |
11/14/2016, 03:03 PM |
| Q2 2016 |
53 |
$1.53B |
+$144M |
-$101M |
+$42.9M |
CSGP, BECN, DGI, ACXM, ENTG
|
13F-HR |
8/15/2016, 04:28 PM |
| Q1 2016 |
50 |
$1.6B |
+$70.9M |
-$93.4M |
-$22.5M |
VRA, ACXM, CDNS, BECN, FUL
|
13F-HR |
5/16/2016, 04:42 PM |
| Q4 2015 |
47 |
$1.67B |
+$89.2M |
-$59.2M |
+$30M |
PCRX, ACXM, BECN, BC, BW
|
13F-HR |
2/12/2016, 03:45 PM |
| Q3 2015 |
48 |
$1.63B |
+$145M |
-$360M |
-$215M |
ACXM, CDNS, BC, EFII, BECN
|
13F-HR |
11/16/2015, 08:24 AM |
| Q2 2015 |
50 |
$2.28B |
+$282M |
-$126M |
+$156M |
EFII, TCBI, ACXM, HLS, BC
|
13F-HR |
8/14/2015, 09:35 AM |
| Q1 2015 |
48 |
$2.24B |
+$105M |
-$136M |
-$30.8M |
DGI, EFII, ACXM, SHLM, HLS
|
13F-HR |
5/15/2015, 12:01 PM |
| Q4 2014 |
50 |
$2.3B |
+$212M |
-$78.5M |
+$133M |
ACXM, DGI, BC, FUL, LL
|
13F-HR |
2/17/2015, 05:14 AM |
| Q3 2014 |
77 |
$2.28B |
+$232M |
-$139M |
+$93.6M |
BC, PCRX, TRAK, ACXM, VRA
|
13F-HR |
11/14/2014, 12:52 PM |
| Q2 2014 |
75 |
$2.44B |
+$183M |
-$171M |
+$12.7M |
PCRX, EFII, ROG, CRZO, TRAK
|
13F-HR |
8/14/2014, 11:45 AM |
| Q1 2014 |
78 |
$2.52B |
+$338M |
-$160M |
+$179M |
PCRX, CRZO, ACXM, BC, TRAK
|
13F-HR |
5/15/2014, 11:09 AM |
| Q4 2013 |
75 |
$2.41B |
|
|
|
ACXM, TRAK, WEX, BC, MNRO
|
13F-HR |
2/14/2014, 03:19 PM |