| Q1 2022 |
6 |
$13.2M |
|
-$31.8M |
-$31.8M |
HDB, FERG, PROF, WIX, NICE
|
13F-HR |
5/12/2022, 05:05 PM |
| Q4 2021 |
12 |
$68.3M |
+$5M |
-$1.45M |
+$3.55M |
FERG, NICE, PROF, WIX, RCEL
|
13F-HR |
2/14/2022, 02:49 PM |
| Q3 2021 |
13 |
$75.3M |
+$8.35M |
-$9.74M |
-$1.4M |
FERG, NICE, PROF, WIX, RCEL
|
13F-HR |
11/12/2021, 03:15 PM |
| Q2 2021 |
13 |
$79.3M |
+$22.2M |
-$5.42M |
+$16.7M |
WIX, FERG, NICE, PROF, RCEL
|
13F-HR |
8/12/2021, 05:13 PM |
| Q1 2021 |
12 |
$61.7M |
+$17.7M |
-$7.16M |
+$10.6M |
WIX, PROF, RCEL, OTEX, AUPH
|
13F-HR |
5/13/2021, 12:57 PM |
| Q4 2020 |
11 |
$50.9M |
+$13.5M |
-$4.98M |
+$8.51M |
WIX, NICE, PROF, OTEX, AXNX
|
13F-HR |
2/10/2021, 12:33 PM |
| Q3 2020 |
8 |
$42.9M |
+$381K |
-$42.9M |
-$42.5M |
RCEL, WIX, AXNX, NICE, PROF
|
13F-HR |
11/10/2020, 07:22 PM |
| Q2 2020 |
9 |
$88.4M |
+$33.8M |
-$70.4M |
-$36.5M |
RCEL, WIX, AXNX, BHVNXXXX, NICE
|
13F-HR |
8/14/2020, 01:46 PM |
| Q1 2020 |
9 |
$109M |
+$17.3M |
-$5.07M |
+$12.2M |
RCEL, AXNX, WIX, MSFT, NICE
|
13F-HR |
5/13/2020, 07:54 PM |
| Q4 2019 |
9 |
$124M |
+$88.2M |
|
+$88.2M |
RCEL, BHVNXXXX, WIX, NICE, AXNX
|
13F-HR |
2/11/2020, 08:30 PM |
| Q3 2019 |
9 |
$75.2M |
+$26.6M |
-$12.9M |
+$13.7M |
MSFT, NICE, BHVNXXXX, FTI, COLD
|
13F-HR |
11/6/2019, 07:25 PM |
| Q2 2019 |
9 |
$78.9M |
+$21.4M |
-$5.13M |
+$16.2M |
MSFT, NICE, V, FTI, IQV
|
13F-HR |
8/12/2019, 05:28 PM |
| Q1 2019 |
10 |
$74.9M |
+$36.4M |
-$37.6M |
-$1.26M |
MSFT, V, NXPI, NICE, IQV
|
13F-HR |
5/13/2019, 07:22 PM |
| Q4 2018 |
6 |
$73M |
+$27.4M |
-$1.55M |
+$25.8M |
ICLR, NXPI, MSFT, NCLH, NVT
|
13F-HR |
1/17/2019, 07:14 PM |
| Q3 2018 |
7 |
$115M |
|
|
|
NXPI, RIG, META, MSFT, NCLH
|
13F-HR |
10/29/2018, 09:06 PM |