Q4 2019 |
120 |
$177M |
+$15M |
-$10.3M |
+$4.76M |
MNST, FI, CME, ICE, IQV
|
13F-HR |
2/14/2020, 09:41 AM |
Q3 2019 |
112 |
$168M |
+$33.4M |
-$10.4M |
+$23.1M |
CME, MNST, ICE, LHX, FI
|
13F-HR |
11/14/2019, 08:13 AM |
Q2 2019 |
114 |
$174M |
+$18.9M |
-$10.6M |
+$8.34M |
CME, PGR, ICE, IQV, CNC
|
13F-HR |
8/14/2019, 09:13 AM |
Q1 2019 |
105 |
$165M |
+$40.7M |
-$14.2M |
+$26.5M |
WP, FDC, CDK, CNC, PGR
|
13F-HR |
5/15/2019, 10:15 AM |
Q4 2018 |
95 |
$141M |
+$20.4M |
-$17.4M |
+$3.04M |
ORLY, ICE, PGR, CNC, HRS
|
13F-HR |
2/14/2019, 01:27 PM |
Q3 2018 |
98 |
$173M |
+$21.7M |
-$7.84M |
+$13.8M |
ORLY, WP, CNC, AVGO, PGR
|
13F-HR |
11/14/2018, 10:49 AM |
Q2 2018 |
96 |
$157M |
+$28.4M |
-$7.1M |
+$21.3M |
ORLY, CNC, WP, DG, PGR
|
13F-HR |
8/14/2018, 10:05 AM |
Q1 2018 |
92 |
$153M |
+$17.8M |
-$3.22M |
+$14.6M |
WP, HRS, DXC, CNC, ICE
|
13F-HR |
5/16/2018, 11:19 AM |
Q4 2017 |
196 |
$169M |
+$44.3M |
-$12.1M |
+$32.2M |
VNTV, DWDP, WTW, CNC, DG
|
13F-HR |
2/14/2018, 10:53 AM |
Q3 2017 |
96 |
$150M |
+$32M |
-$34.6M |
-$2.66M |
WTW, LRCX, VNTV, ICE, CNC
|
13F-HR |
11/14/2017, 11:07 AM |
Q2 2017 |
104 |
$165M |
+$32.3M |
-$12.9M |
+$19.3M |
LRCX, C, WTW, LOW, CNC
|
13F-HR |
8/14/2017, 06:05 AM |
Q1 2017 |
115 |
$171M |
+$29.5M |
-$125M |
-$95.6M |
LRCX, HAIN, LOW, C, QCOM
|
13F-HR |
5/15/2017, 10:56 AM |
Q4 2016 |
131 |
$308M |
+$57.8M |
-$35M |
+$22.8M |
LVLT, MA, MRVLXXXX, AMZN, HAIN
|
13F-HR |
2/14/2017, 05:03 AM |
Q3 2016 |
131 |
$323M |
+$66.8M |
-$22.5M |
+$44.3M |
LVLT, GOOG, CNC, MA, AMZN
|
13F-HR |
11/14/2016, 05:20 AM |
Q2 2016 |
123 |
$287M |
+$54.1M |
-$40.4M |
+$13.7M |
LVLT, GOOG, CNC, SKX, AMZN
|
13F-HR |
8/15/2016, 06:01 AM |
Q1 2016 |
134 |
$334M |
+$63.4M |
-$73.8M |
-$10.4M |
LVLT, PAY, SKX, MHFI, HAWK
|
13F-HR |
5/16/2016, 06:01 AM |
Q4 2015 |
147 |
$418M |
+$111M |
-$82.9M |
+$28.5M |
LVLT, MHK, LOCK, SKX, VC
|
13F-HR |
2/16/2016, 05:00 AM |
Q3 2015 |
149 |
$421M |
+$97.2M |
-$40.7M |
+$56.5M |
HOLX, LVLT, LB, MHK, YUM
|
13F-HR |
11/16/2015, 05:01 AM |
Q2 2015 |
148 |
$477M |
+$46.8M |
-$38.4M |
+$8.38M |
LVLT, MNKKQ, YUM, HOLX, MHK
|
13F-HR |
8/14/2015, 06:03 AM |
Q1 2015 |
144 |
$505M |
+$103M |
-$69M |
+$33.8M |
LVLT, MNKKQ, UAL, LB, YUM
|
13F-HR |
5/15/2015, 06:06 AM |
Q4 2014 |
149 |
$483M |
+$92.3M |
-$27.7M |
+$64.6M |
LVLT, UAL, KN, MNKKQ, YUM
|
13F-HR |
2/17/2015, 05:02 AM |
Q3 2014 |
153 |
$472M |
+$46.2M |
-$16.7M |
+$29.5M |
LVLT, YUM, MNKKQ, AOL, DLR
|
13F-HR |
11/14/2014, 05:00 AM |
Q2 2014 |
158 |
$469M |
+$91.5M |
-$24.7M |
+$66.8M |
MNKKQ, LVLT, TGI, AOL, CAM
|
13F-HR |
8/14/2014, 06:01 AM |
Q1 2014 |
158 |
$456M |
+$100M |
-$37.9M |
+$62.2M |
PBI, LVLT, MNKKQ, AOL, VMC
|
13F-HR |
5/14/2014, 06:01 AM |
Q4 2013 |
169 |
$441M |
|
|
|
PBI, PAY, LVLT, AOL, MDR
|
13F-HR |
2/14/2014, 05:02 AM |