Q1 2020 |
20 |
$60.3M |
+$36.8M |
-$1.5M |
+$35.3M |
SATS, QNST, AVTA, USCR, AMZN
|
13F-HR |
5/15/2020, 10:36 AM |
Q4 2019 |
16 |
$115M |
+$19.3M |
-$3.91M |
+$15.4M |
URI, USCR, QNST, HQY, SATS
|
13F-HR |
2/14/2020, 03:53 PM |
Q3 2019 |
15 |
$93M |
+$20.7M |
-$6.23M |
+$14.5M |
USCR, URI, SATS, SUM, MLM
|
13F-HR |
11/13/2019, 03:30 PM |
Q2 2019 |
17 |
$104M |
+$15M |
-$10.7M |
+$4.25M |
USCR, SUM, URI, SATS, MLM
|
13F-HR |
8/14/2019, 04:56 PM |
Q1 2019 |
16 |
$96.5M |
+$31.7M |
|
+$31.7M |
USCR, MLM, SUM, SATS, WEX
|
13F-HR |
5/14/2019, 05:04 PM |
Q4 2018 |
12 |
$75.4M |
+$17.5M |
-$2.47M |
+$15.1M |
DG, MSFT, SATS, MLM, SMPL
|
13F-HR |
2/14/2019, 02:14 PM |
Q3 2018 |
15 |
$99.2M |
+$13.4M |
-$1.57M |
+$11.8M |
SATS, DG, MSFT, MLM, SUM
|
13F-HR |
11/14/2018, 05:20 PM |
Q2 2018 |
15 |
$126M |
+$25.3M |
-$13.7M |
+$11.6M |
LOGM, SATS, DISH, MLM, SUM
|
13F-HR |
8/13/2018, 12:11 PM |
Q1 2018 |
15 |
$118M |
+$36.4M |
-$9.43M |
+$27M |
WEX, SATS, LOGM, MLM, SUM
|
13F-HR |
5/15/2018, 04:59 PM |
Q4 2017 |
15 |
$113M |
|
|
|
WEX, DISH, SATS, HAIN, SUM
|
13F-HR |
2/13/2018, 09:00 AM |