Q3 2019 |
78 |
$46.1M |
+$8.99M |
-$4.81M |
+$4.18M |
SNX, CRMT, GNRC, PWR, ZBRA
|
13F-HR |
11/14/2019, 07:11 AM |
Q2 2019 |
76 |
$49.1M |
+$10.7M |
-$2.51M |
+$8.21M |
SNX, CRMT, PLBC, GNRC, PWR
|
13F-HR |
8/14/2019, 01:51 PM |
Q1 2019 |
84 |
$50.3M |
+$15.2M |
-$7.09M |
+$8.13M |
SNX, CRMT, MCFT, PLBC, ZBRA
|
13F-HR |
5/15/2019, 11:06 AM |
Q4 2018 |
76 |
$50.3M |
+$14.3M |
-$4.18M |
+$10.2M |
SNX, PLBC, CE, MCFT, CRMT
|
13F-HR |
2/14/2019, 09:08 AM |
Q3 2018 |
79 |
$66M |
+$20.6M |
-$8.53M |
+$12M |
MCFT, CE, SNX, RS, PLBC
|
13F-HR |
11/14/2018, 01:51 PM |
Q2 2018 |
70 |
$74.5M |
+$21.5M |
-$7.65M |
+$13.9M |
SNX, MCFT, CE, RS, MHO
|
13F-HR |
8/14/2018, 03:52 PM |
Q1 2018 |
64 |
$69.4M |
+$24.3M |
-$6.91M |
+$17.4M |
SNX, MHO, UCTT, AEIS, MCFT
|
13F-HR |
5/16/2018, 01:55 PM |
Q4 2017 |
66 |
$69.3M |
+$22.1M |
-$9.84M |
+$12.3M |
SNX, MHO, APOG, UCTT, ARRS
|
13F-HR |
2/14/2018, 12:53 PM |
Q3 2017 |
64 |
$65.9M |
+$16.6M |
-$11.1M |
+$5.46M |
SNX, APOG, LGIH, LCIXXXX, CUBI
|
13F-HR |
11/14/2017, 02:15 PM |
Q2 2017 |
62 |
$65.3M |
+$14.7M |
-$6.37M |
+$8.37M |
RIC, APOG, LCIXXXX, SNX, ARRS
|
13F-HR |
8/15/2017, 11:40 AM |
Q1 2017 |
60 |
$61.5M |
+$19.9M |
-$6.6M |
+$13.3M |
RIC, LCIXXXX, PLUS, APOG, CNXN
|
13F-HR |
5/15/2017, 04:09 PM |
Q4 2016 |
49 |
$57.7M |
+$11M |
-$6.36M |
+$4.67M |
RIC, LCIXXXX, LGIH, PLUS, CNXN
|
13F-HR |
2/14/2017, 11:15 AM |
Q3 2016 |
44 |
$57.1M |
+$13.2M |
-$5.03M |
+$8.15M |
RIC, LCIXXXX, CNXN, LGIH, PLUS
|
Restatement |
11/14/2016, 04:50 PM |
Q2 2016 |
44 |
$52.8M |
+$9.3M |
-$29.2M |
-$19.9M |
RIC, LGIH, CNXN, LCIXXXX, ATW
|
13F-HR |
8/15/2016, 04:26 PM |
Q1 2016 |
37 |
$68.3M |
+$17.9M |
-$20.8M |
-$2.92M |
RIC, CNXN, LGIH, LCIXXXX, PLUS
|
13F-HR |
5/16/2016, 01:09 PM |
Q4 2015 |
28 |
$81M |
+$10.5M |
-$8.71M |
+$1.84M |
LCIXXXX, RIC, CNXN, SNX, LGIH
|
13F-HR |
2/10/2016, 07:13 PM |
Q3 2015 |
32 |
$81.9M |
+$13.1M |
-$9.25M |
+$3.88M |
LCIXXXX, RIC, ARII, SNX, CNXN
|
13F-HR |
11/13/2015, 03:17 PM |
Q2 2015 |
31 |
$95.3M |
+$15.2M |
-$11M |
+$4.23M |
LCIXXXX, ARII, CNXN, RIC, KAI
|
13F-HR |
8/14/2015, 09:44 AM |
Q1 2015 |
23 |
$98.4M |
+$11.6M |
-$6.41M |
+$5.16M |
LCIXXXX, ARII, AFOP, PLUS, KAI
|
Restatement |
11/16/2015, 03:26 PM |
Q4 2014 |
23 |
$93.3M |
+$23.8M |
-$6.61M |
+$17.2M |
ARII, AFOP, LCIXXXX, PLUS, SAFM
|
13F-HR |
2/17/2015, 01:09 PM |
Q3 2014 |
32 |
$97M |
+$48M |
-$24.4M |
+$23.6M |
AFOP, ARII, LCIXXXX, LGIH, SWKS
|
13F-HR |
11/12/2014, 12:15 PM |
Q2 2014 |
79 |
$108M |
+$34.5M |
-$11.4M |
+$23.2M |
ARII, AFOP, SWKS, ATW, ANVGQ
|
13F-HR |
8/15/2014, 12:37 PM |
Q1 2014 |
37 |
$94M |
+$31.1M |
-$6.9M |
+$24.2M |
ARII, AFOP, ATW, SWKS, GEOS
|
13F-HR |
5/15/2014, 02:41 PM |
Q4 2013 |
40 |
$91.5M |
|
|
|
ARII, MATV, ATW, GEOS, CDE
|
13F-HR |
2/10/2014, 01:32 PM |