Q1 2019 |
24 |
$72.2M |
+$21.7M |
-$75.7M |
-$54.1M |
WP, USOXXXX, BERY, FIS, ADBE
|
13F-HR |
5/15/2019, 02:24 PM |
Q4 2018 |
22 |
$150M |
+$45.9M |
-$35.7M |
+$10.2M |
MSFT, BERY, SONY, UNH, V
|
13F-HR |
2/14/2019, 03:04 PM |
Q3 2018 |
25 |
$216M |
+$50M |
-$833K |
+$49.2M |
FLT, MSFT, V, ESNT, ICE
|
13F-HR |
11/14/2018, 02:56 PM |
Q2 2018 |
29 |
$223M |
+$59.6M |
-$31.5M |
+$28.1M |
META, FLT, V, SPGI, ICE
|
13F-HR |
8/13/2018, 03:13 PM |
Q1 2018 |
25 |
$210M |
+$74.7M |
-$19.2M |
+$55.4M |
GMS, META, FLT, CHTR, ICE
|
13F-HR |
5/15/2018, 04:12 PM |
Q4 2017 |
32 |
$246M |
+$114M |
-$22.3M |
+$91.7M |
META, SPGI, CHTR, BLDR, FLT
|
13F-HR |
2/14/2018, 05:11 PM |
Q3 2017 |
25 |
$172M |
+$44.2M |
-$34.5M |
+$9.68M |
META, BLDR, CHTR, FLT, GMS
|
13F-HR |
11/14/2017, 03:39 PM |
Q2 2017 |
20 |
$159M |
+$46.5M |
-$9.51M |
+$37M |
META, PE, CHTR, BLDR, TRU
|
13F-HR |
8/14/2017, 04:53 PM |
Q1 2017 |
22 |
$157M |
+$51.1M |
-$13.4M |
+$37.7M |
TRU, CHTR, CPEXXXX, PE, META
|
13F-HR |
5/15/2017, 04:32 PM |
Q4 2016 |
22 |
$140M |
|
|
|
LKQ, PE, CHTR, CPEXXXX, BAC
|
13F-HR |
2/13/2017, 05:12 PM |