Q4 2024 |
7 |
$150M |
+$12.6M |
-$81.2M |
-$68.6M |
DBRG, CCO, LFCR, FIVN, NNBR
|
13F-HR |
2/14/2025, 04:08 PM |
Q3 2024 |
11 |
$250M |
+$17.2M |
-$47.1M |
-$29.8M |
DBRG, CHEF, CCO, AAP, NNBR
|
13F-HR |
11/14/2024, 04:43 PM |
Q2 2024 |
12 |
$269M |
+$16.3M |
-$135M |
-$119M |
AAP, DBRG, CHEF, CCO, OSPN
|
13F-HR |
8/14/2024, 04:22 PM |
Q1 2024 |
13 |
$432M |
+$50.1M |
-$15.6M |
+$34.5M |
AAP, DBRG, CHEF, CCO, PRMW
|
13F-HR |
5/15/2024, 04:28 PM |
Q4 2023 |
13 |
$384M |
+$88.6M |
-$67M |
+$21.6M |
DBRG, CCO, AAP, TWLO, PRMW
|
13F-HR |
2/14/2024, 04:04 PM |
Q3 2023 |
14 |
$333M |
+$9.56M |
-$19.9M |
-$10.3M |
DBRG, NTNX, CCO, OSPN, TWLO
|
13F-HR |
11/14/2023, 04:04 PM |
Q2 2023 |
16 |
$342M |
+$27.3M |
-$47.1M |
-$19.8M |
OSPN, DBRG, NTNX, TWLO, CCO
|
13F-HR |
8/14/2023, 05:03 PM |
Q1 2023 |
14 |
$340M |
+$55.6M |
-$27.4M |
+$28.2M |
OSPN, TWLO, DBRG, NTNX, PRMW
|
13F-HR |
5/15/2023, 04:06 PM |
Q4 2022 |
15 |
$326M |
+$59.2M |
-$26.2M |
+$33M |
GCO, OSPN, NTNX, GES, DBRG
|
13F-HR |
2/14/2023, 03:03 PM |
Q3 2022 |
14 |
$277M |
+$65.7M |
-$5.05M |
+$60.6M |
DBRG, GCO, NTNX, CCO, OSPN
|
13F-HR |
11/14/2022, 03:10 PM |
Q2 2022 |
19 |
$385M |
+$48.5M |
-$39.4M |
+$9.1M |
DBRG, GCO, OSPN, USFD, LFCR
|
13F-HR |
8/15/2022, 04:27 PM |
Q1 2022 |
16 |
$545M |
+$57.1M |
|
+$57.1M |
DBRG, KSS, CCO, MUSA, OSPN
|
13F-HR |
5/16/2022, 04:08 PM |
Q4 2021 |
17 |
$534M |
+$122M |
-$25.3M |
+$97.1M |
DBRG, CCO, OSPN, MUSA, KSS
|
13F-HR |
2/14/2022, 03:10 PM |
Q3 2021 |
11 |
$416M |
+$42.8M |
-$31.1M |
+$11.7M |
VG, DBRG, OSPN, CCO, MNTV
|
13F-HR |
11/15/2021, 04:07 PM |
Q2 2021 |
10 |
$459M |
+$149M |
-$192M |
-$42.8M |
DBRG, VG, OSPN, GCO, MNTV
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
11 |
$461M |
+$103M |
-$38.7M |
+$64.4M |
KSS, CLNY, OSPN, VG, GCO
|
13F-HR |
5/17/2021, 03:36 PM |
Q4 2020 |
12 |
$384M |
+$37.2M |
-$30.2K |
+$37.2M |
VG, CLNY, OSPN, KSS, SVMK
|
13F-HR |
2/16/2021, 03:09 PM |
Q3 2020 |
16 |
$418M |
+$90.3M |
-$19.4M |
+$70.9M |
BBBYQ, VG, OSPN, SVMK, CLNY
|
13F-HR |
11/16/2020, 03:18 PM |
Q2 2020 |
14 |
$357M |
+$18.2M |
-$28.4M |
-$10.2M |
VG, OSPN, BBBYQ, SVMK, LFCR
|
13F-HR |
8/13/2020, 04:08 PM |
Q1 2020 |
14 |
$237M |
+$60.2M |
-$3.27M |
+$57M |
VG, OSPN, SVMK, BBBYQ, LFCR
|
13F-HR |
5/14/2020, 04:14 PM |
Q4 2019 |
12 |
$386M |
+$32M |
-$255K |
+$31.7M |
BBBYQ, OSPN, PRMWXXXX, SVMK, VG
|
13F-HR |
2/13/2020, 03:16 PM |
Q3 2019 |
12 |
$408M |
+$29.6M |
-$4.79M |
+$24.8M |
PZZA, VG, BBBYQ, PRMWXXXX, OSPN
|
13F-HR |
11/13/2019, 03:09 PM |
Q2 2019 |
13 |
$407M |
+$63.2M |
|
+$63.2M |
PZZA, VG, BBBYQ, PRMWXXXX, NNBR
|
13F-HR |
8/13/2019, 04:00 PM |
Q1 2019 |
10 |
$378M |
+$132M |
|
+$132M |
PZZA, BBBYQ, VG, PRMWXXXX, OSPN
|
13F-HR |
5/15/2019, 04:14 PM |
Q4 2018 |
12 |
$297M |
+$37.9M |
-$24.4M |
+$13.6M |
PZZA, EPC, PRMWXXXX, GCO, VG
|
13F-HR |
2/14/2019, 03:15 PM |
Q3 2018 |
12 |
$428M |
+$155M |
-$54.6M |
+$100M |
PZZA, NTRI, EPC, GCO, OSPN
|
13F-HR |
11/14/2018, 03:22 PM |
Q2 2018 |
11 |
$364M |
+$140M |
-$9.98M |
+$130M |
EPC, NTRI, GCO, CHEF, PRMWXXXX
|
13F-HR |
8/14/2018, 04:20 PM |
Q1 2018 |
12 |
$316M |
+$90.9M |
-$16.5M |
+$74.4M |
BANC, GCO, CHEF, FSTR, EPC
|
13F-HR |
5/15/2018, 04:17 PM |
Q4 2017 |
15 |
$301M |
+$93.5M |
|
+$93.5M |
BANC, FSTR, CHEF, GCO, FN
|
13F-HR |
2/14/2018, 03:57 PM |
Q3 2017 |
11 |
$279M |
+$52.6M |
-$20.7M |
+$31.9M |
BANC, BSFT, FSTR, CHEF, FN
|
13F-HR |
11/14/2017, 03:43 PM |
Q2 2017 |
10 |
$220M |
+$45.9M |
-$2.81M |
+$43.1M |
BANC, FSTR, WIFI, FN, CHEF
|
13F-HR |
8/14/2017, 05:23 PM |
Q1 2017 |
13 |
$183M |
+$40.6M |
-$6.26M |
+$34.3M |
BANC, WIFI, FSTR, VG, CHEF
|
13F-HR |
5/15/2017, 05:22 PM |
Q4 2016 |
13 |
$157M |
|
|
|
WIFI, BANC, FSTR, VG, CHEF
|
13F-HR |
2/9/2017, 02:54 PM |