Q4 2021 |
87 |
$782M |
+$140M |
-$80M |
+$60.2M |
WSC, ASGN, ONTO, SKY, CVCO
|
13F-HR |
2/10/2022, 01:37 PM |
Q3 2021 |
87 |
$739M |
+$159M |
-$158M |
+$1.79M |
ICLR, WAL, ASGN, WSC, ONTO
|
13F-HR |
11/2/2021, 11:52 AM |
Q2 2021 |
88 |
$734M |
+$110M |
-$132M |
-$21.9M |
ICLR, ESI, ASGN, WSC, CVLT
|
13F-HR |
8/11/2021, 03:02 PM |
Q1 2021 |
87 |
$707M |
+$145M |
-$132M |
+$12.5M |
WAL, KNSL, TFII, ASGN, WSC
|
13F-HR |
5/10/2021, 01:41 PM |
Q4 2020 |
88 |
$643M |
+$123M |
-$100M |
+$23.1M |
KNSL, NTRA, ASGN, PGNY, ESI
|
13F-HR |
2/8/2021, 11:16 AM |
Q3 2020 |
84 |
$528M |
+$148M |
-$53.3M |
+$94.7M |
KNSL, EBS, PRAH, CVCO, NTRA
|
13F-HR |
11/5/2020, 02:04 PM |
Q2 2020 |
79 |
$480M |
+$94.1M |
-$142M |
-$47.8M |
KNSL, LGND, CVCO, ASGN, HMSY
|
13F-HR |
8/5/2020, 04:44 PM |
Q1 2020 |
73 |
$446M |
+$107M |
-$51.4M |
+$55.4M |
BIO, KNSL, CACI, RGEN, LGND
|
13F-HR |
4/29/2020, 02:36 PM |
Q4 2019 |
75 |
$606M |
+$117M |
-$52.2M |
+$64.3M |
WSC, KNSL, BIO, PRAH, GTLS
|
13F-HR |
2/4/2020, 01:23 PM |
Q3 2019 |
77 |
$563M |
+$155M |
-$85.1M |
+$69.9M |
KNSL, CLH, WSC, EBS, BIO
|
13F-HR |
11/5/2019, 01:17 PM |
Q2 2019 |
79 |
$589M |
+$85.3M |
-$59.6M |
+$25.7M |
KNSL, WSC, CLH, WMGI, GTLS
|
13F-HR |
8/5/2019, 02:56 PM |
Q1 2019 |
80 |
$569M |
+$135M |
-$73.2M |
+$61.4M |
KNSL, WMGI, RP, EEFT, BIO
|
13F-HR |
5/1/2019, 01:40 PM |
Q4 2018 |
78 |
$477M |
+$141M |
-$38.2M |
+$103M |
KNSL, STRA, MTZ, ULTI, WMGI
|
13F-HR |
2/5/2019, 12:27 PM |
Q3 2018 |
84 |
$612M |
+$143M |
-$80.1M |
+$63.4M |
KNSL, STRA, CVCO, WSC, GWR
|
13F-HR |
11/7/2018, 12:47 PM |
Q2 2018 |
87 |
$591M |
+$158M |
-$60.6M |
+$97.6M |
MTZ, KNSL, PRAH, CVCO, RP
|
13F-HR |
8/9/2018, 03:03 PM |
Q1 2018 |
90 |
$526M |
+$147M |
-$43.1M |
+$104M |
MTZ, HEES, KNSL, ASGN, TECH
|
13F-HR |
5/9/2018, 01:04 PM |
Q4 2017 |
96 |
$531M |
+$141M |
-$69.1M |
+$71.9M |
MTZ, DY, HEES, CVCO, TECH
|
13F-HR |
2/5/2018, 04:10 PM |
Q3 2017 |
88 |
$500M |
+$144M |
-$58.4M |
+$85.3M |
MTZ, LITE, DY, LGND, KNSL
|
13F-HR |
11/2/2017, 01:05 PM |
Q2 2017 |
87 |
$441M |
+$145M |
-$51M |
+$94.1M |
MTZ, LITE, DY, KNSL, TLND
|
13F-HR |
8/7/2017, 01:00 PM |
Q1 2017 |
91 |
$428M |
+$118M |
-$53.7M |
+$64.1M |
LITE, TSEM, VEEV, DY, TTWO
|
13F-HR |
5/3/2017, 12:40 PM |
Q4 2016 |
90 |
$398M |
+$107M |
-$44.7M |
+$62.7M |
TSEM, TTWO, DY, VEEV, WOOF
|
13F-HR |
1/31/2017, 12:20 PM |
Q3 2016 |
85 |
$369M |
+$88.2M |
-$50.2M |
+$37.9M |
TSEM, WCN, MTZ, LKQ, WOOF
|
13F-HR |
11/2/2016, 12:56 PM |
Q2 2016 |
89 |
$355M |
+$96.5M |
-$38.6M |
+$57.9M |
WOOF, CNC, DY, TTWO, LKQ
|
13F-HR |
8/4/2016, 02:44 PM |
Q1 2016 |
91 |
$343M |
+$95.6M |
-$53.1M |
+$42.5M |
WOOF, CNC, WCN, TSEM, ASGNXXXX
|
13F-HR |
5/5/2016, 12:55 PM |
Q4 2015 |
85 |
$356M |
+$110M |
-$35.9M |
+$74.2M |
CNC, KRE, TSEM, WCN, WOOF
|
13F-HR |
2/2/2016, 02:17 PM |
Q3 2015 |
89 |
$422M |
+$143M |
-$89.4M |
+$53.7M |
IWM, MD, AMSF, WOOF, TTWO
|
13F-HR |
11/5/2015, 11:03 AM |
Q2 2015 |
105 |
$559M |
+$136M |
-$64.6M |
+$71.8M |
HZNPXXXX, MD, CNC, UHS, WOOF
|
13F-HR |
8/10/2015, 01:31 PM |
Q1 2015 |
107 |
$543M |
+$163M |
-$60.1M |
+$103M |
FICO, ABCO, HZNPXXXX, VRNT, CNC
|
13F-HR |
5/5/2015, 06:18 PM |
Q4 2014 |
112 |
$517M |
+$174M |
-$50M |
+$124M |
IDTI, LTM, ABCO, VRNT, AMSF
|
13F-HR |
2/9/2015, 12:31 PM |
Q3 2014 |
118 |
$457M |
+$128M |
-$46.6M |
+$81.6M |
IDTI, EXAM, SWKS, VRNT, PATK
|
13F-HR |
11/5/2014, 12:58 PM |
Q2 2014 |
116 |
$470M |
+$122M |
-$62.9M |
+$59.2M |
IDTI, PATK, ICLR, EXAM, SSP
|
13F-HR |
8/6/2014, 02:05 PM |
Q1 2014 |
114 |
$491M |
+$147M |
-$51.9M |
+$94.7M |
DY, PATK, EXP, MINI, KATE
|
13F-HR |
4/30/2014, 02:02 PM |
Q4 2013 |
114 |
$478M |
|
|
|
GEOS, ALR, TUESQ, DATA, AMSF
|
13F-HR |
2/4/2014, 04:27 PM |