Q3 2021 |
3 |
$8.9M |
+$644K |
-$11.3M |
-$10.7M |
SMH, AMAT, SQ
|
13F-HR |
11/12/2021, 10:55 AM |
Q2 2021 |
6 |
$20.1M |
+$19.3M |
-$2.19M |
+$17.1M |
SMH, AMAT, NVDA, MU, ADBE
|
13F-HR |
8/13/2021, 04:40 PM |
Q1 2021 |
6 |
$3M |
+$1.11M |
-$8.24M |
-$7.14M |
MU, FEZ, IWM, CLF, EEM
|
13F-HR |
5/14/2021, 04:01 PM |
Q4 2020 |
49 |
$9.81M |
+$8.42M |
-$3.11M |
+$5.31M |
IWM, MU, NKE, MSFT, AAPL
|
13F-HR |
2/12/2021, 03:47 PM |
Q3 2020 |
20 |
$5.18M |
+$5.18M |
|
+$5.18M |
AMZN, TMUS, FEZ, JD, META
|
13F-HR |
11/13/2020, 04:01 PM |
Q2 2020 |
10 |
$6.11M |
+$6.11M |
|
+$6.11M |
ADBE, MKC, SNX, ACN, PFGC
|
13F-HR |
8/13/2020, 05:31 PM |
Q1 2020 |
21 |
$27.9M |
+$26.1M |
|
+$26.1M |
EEM, IWM, FEZ, ZM, AMZN
|
13F-HR |
5/15/2020, 07:27 AM |
Q4 2019 |
18 |
$15.3M |
+$11.8M |
-$1.84M |
+$9.94M |
FEZ, JBL, AZO, AIR, CTAS
|
13F-HR |
2/14/2020, 11:54 AM |
Q3 2019 |
15 |
$35.2M |
+$31M |
|
+$31M |
SPY, LULU, CTAS, NKE, JBL
|
13F-HR |
11/13/2019, 04:14 PM |
Q2 2019 |
25 |
$21.2M |
+$15.9M |
-$3.16M |
+$12.7M |
INFO, ADBE, ACN, FEZ, ORCL
|
13F-HR |
8/13/2019, 06:29 AM |
Q1 2019 |
21 |
$26.1M |
+$12.6M |
-$11.9M |
+$714K |
SPY, EEM, FDS, LULU, FIVE
|
13F-HR |
5/15/2019, 09:12 AM |
Q4 2018 |
5 |
$28.9M |
+$12.3M |
-$22.2M |
-$9.93M |
SPY, EEM, HEZU, AZO, CIEN
|
13F-HR |
2/13/2019, 03:07 PM |
Q3 2018 |
169 |
$131M |
+$67.2M |
-$3.62M |
+$63.6M |
SPY, AAPL, SQ, NVDA, PANW
|
13F-HR |
11/13/2018, 03:16 PM |
Q2 2018 |
191 |
$119M |
+$57.2M |
-$32.8M |
+$24.5M |
SPY, AMZN, GOOS, WWE, UGI
|
13F-HR |
8/13/2018, 04:21 PM |
Q1 2018 |
216 |
$149M |
+$137M |
-$3.06M |
+$134M |
SPY, PVH, IBKR, LULU, SCHL
|
13F-HR |
5/14/2018, 04:55 PM |
Q4 2017 |
233 |
$94.4M |
+$69M |
-$7.9M |
+$61.1M |
BSAC, BCH, MU, GOOS, INXN
|
13F-HR |
2/13/2018, 03:51 PM |
Q3 2017 |
467 |
$111M |
+$71.9M |
-$34.3M |
+$37.5M |
C, TEO, SQM, H, BLD
|
13F-HR |
11/13/2017, 04:11 PM |
Q2 2017 |
610 |
$137M |
+$87.1M |
-$40.5M |
+$46.6M |
KRE, AGO, CBOE, TECD, BID
|
13F-HR |
8/14/2017, 08:52 AM |
Q1 2017 |
678 |
$149M |
+$97.3M |
-$47.4M |
+$49.8M |
MBT, CHKP, HPQ, ROP, CDK
|
13F-HR |
5/12/2017, 04:16 PM |
Q4 2016 |
608 |
$149M |
+$88.6M |
-$32.4M |
+$56.2M |
PLCE, UVV, JKHY, IDCC, Y
|
13F-HR |
2/14/2017, 11:23 AM |
Q3 2016 |
645 |
$128M |
+$77.5M |
-$27.4M |
+$50.2M |
DNOW, YRD, MSI, CPN, MRC
|
13F-HR |
11/14/2016, 08:08 AM |
Q2 2016 |
604 |
$94.3M |
+$51.3M |
-$23.3M |
+$27.9M |
NTES, MRC, PLCE, RIG, DNOW
|
13F-HR |
8/15/2016, 08:02 AM |
Q1 2016 |
577 |
$82.6M |
+$37M |
-$37.5M |
-$502K |
TTWO, VC, LYB, CALM, NTES
|
13F-HR |
5/13/2016, 08:36 PM |
Q4 2015 |
606 |
$105M |
|
|
|
LYB, BWXT, AGCO, GPN, VLO
|
13F-HR |
2/12/2016, 04:46 PM |