|
Q2 2024
|
279 |
10,099,282 |
FTAI, BECN, ATI, UCTT
|
13F-HR
|
8/14/2024 |
000117266124003459 |
|
Q1 2024
|
269 |
10,699,653 |
FTAI, EXP, XPO, BECN
|
13F-HR
|
5/15/2024 |
000117266124002398 |
|
Q4 2023
|
263 |
9,899,830 |
FTAI, EXP, BLDR, BECN
|
13F-HR
|
2/14/2024 |
000117266124001047 |
|
Q3 2023
|
267 |
9,097,441 |
KBR, XPO, FTAI, MAT
|
13F-HR
|
11/14/2023 |
000117266123003838 |
|
Q2 2023
|
261 |
10,436,695 |
KBR, XPO, EXP, BECN
|
13F-HR
|
8/14/2023 |
000117266123002966 |
|
Q1 2023
|
257 |
9,669,486 |
KBR, AON, ARRY, ATI
|
13F-HR
|
5/15/2023 |
000117266123002113 |
|
Q4 2022
|
262 |
9,181,497 |
KBR, BLDR, AON, MAT
|
13F-HR
|
2/14/2023 |
000117266123000964 |
|
Q3 2022
|
268 |
8,528,902 |
MAT, KBR, CTRA, LPLA
|
13F-HR
|
11/14/2022 |
000117266122002534 |
|
Q2 2022
|
274 |
8,686,054 |
MAT, KBR, PANW, LPLA
|
13F-HR
|
7/20/2022 |
000117266122001646 |
|
Q1 2022
|
267 |
11,042,304 |
MAT, KBR, PANW, CZR
|
13F-HR
|
4/14/2022 |
000117266122001132 |
|
Q4 2021
|
274 |
12,650,958 |
MAT, CZR, PANW, SIVB
|
13F-HR
|
1/19/2022 |
000117266122000159 |
|
Q3 2021
|
280 |
12,724,268 |
CZR, MAT, SQ, SIVB
|
13F-HR
|
10/19/2021 |
000117266121002047 |
|
Q2 2021
|
284 |
13,652,443 |
CZR, MAT, SQ, SIVB
|
13F-HR
|
8/9/2021 |
000117266121001597 |
|
Q1 2021
|
276 |
13,217,270 |
CZR, MAT, SQ, SIVB
|
13F-HR
|
5/13/2021 |
000117266121001108 |
|
Q4 2020
|
284 |
13,510,817 |
CZR, SQ, MAT, PWR
|
13F-HR
|
1/19/2021 |
000117266121000177 |
|
Q3 2020
|
291 |
11,451,588 |
CZR, SQ, PODD, PWR
|
13F-HR
|
11/16/2020 |
000117266120002160 |
|
Q2 2020
|
291 |
11,298,735 |
SQ, ELDORADO RESORTS INC, GPN, FMC
|
13F-HR
|
7/17/2020 |
000117266120001541 |
|
Q1 2020
|
275 |
8,901,768 |
DG, GPN, AON, FMC
|
13F-HR
|
4/16/2020 |
000117266120001074 |
|
Q4 2019
|
281 |
13,536,776 |
AON, GPN, ELDORADO RESORTS INC, KBR
|
13F-HR
|
2/14/2020 |
000117266120000659 |
|
Q3 2019
|
289 |
12,770,990 |
DG, AON, GPN, KBR
|
13F-HR
|
11/14/2019 |
000117266119002318 |
|
Q2 2019
|
288 |
13,258,886 |
GPN, DG, WEX, KBR
|
13F-HR
|
8/14/2019 |
000095012319008125 |
|
Q1 2019
|
296 |
14,062,223 |
GPN, SSNC, ATI, COO
|
13F-HR
|
5/7/2019 |
000095012319003971 |
|
Q4 2018
|
287 |
12,386,779 |
SMTC, COO, GPN, ATI
|
13F-HR
|
1/25/2019 |
000095012319000329 |
|
Q3 2018
|
287 |
15,526,653 |
ATI, COO, GPN, SMTC
|
13F-HR
|
10/30/2018 |
000095012318010301 |
|
Q2 2018
|
298 |
14,115,073 |
SMTC, GPN, ATI, COO
|
13F-HR
|
8/3/2018 |
000095012318007301 |
|
Q1 2018
|
311 |
13,739,997 |
GPN, PODD, ATI, CNDT
|
13F-HR
|
4/30/2018 |
000095012318003933 |
|
Q4 2017
|
320 |
13,679,893 |
ATI, BECN, GPN, IDTI
|
13F-HR
|
1/18/2018 |
000095012318000285 |
|
Q3 2017
|
321 |
13,861,776 |
EEFT, COO, EA, QRVO
|
13F-HR
|
10/31/2017 |
000095012317009357 |
|
Q2 2017
|
322 |
13,692,435 |
COO, BECN, EEFT, EA
|
13F-HR
|
8/4/2017 |
000095012317006638 |
|
Q1 2017
|
324 |
13,537,858 |
BECN, EA, COO, EEFT
|
13F-HR
|
5/10/2017 |
000095012317004342 |
|
Q4 2016
|
321 |
13,003,442 |
UAL, BECN, EA, COO
|
13F-HR
|
2/3/2017 |
000095012317000804 |
|
Q3 2016
|
344 |
12,482,728 |
EA, COO, EXP, EEFT
|
13F-HR
|
11/14/2016 |
000095012316022121 |
|
Q2 2016
|
340 |
12,174,750 |
EA, QRVO, BECN, COO
|
13F-HR
|
8/2/2016 |
000095012316018660 |
|
Q1 2016
|
342 |
12,563,851 |
EA, UAL, CCOI, RJF
|
13F-HR
|
5/4/2016 |
000095012316016181 |
|
Q4 2015
|
351 |
12,080,355 |
EA, RJF, SBNY, UAL
|
13F-HR
|
1/27/2016 |
000095012316013086 |
|
Q3 2015
|
352 |
11,887,126 |
EA, MD, RJF, SBNY
|
13F-HR
|
10/23/2015 |
000095012315010434 |
|
Q2 2015
|
363 |
13,930,254 |
RJF, EA, FTNT, QRVO
|
13F-HR
|
7/24/2015 |
000095012315007663 |
|
Q1 2015
|
363 |
13,850,160 |
RJF, EA, FTNT, MD
|
13F-HR
|
5/4/2015 |
000095012315004896 |
|
Q4 2014
|
359 |
13,589,573 |
RJF, EA, ALKS, MD
|
13F-HR
|
1/23/2015 |
000095012315000373 |
|
Q3 2014
|
349 |
12,420,279 |
EXP, CRZO, RJF, COO
|
13F-HR
|
10/31/2014 |
000095012314010768 |
|
Q2 2014
|
346 |
13,589,214 |
CRZO, EXP, ALKS, RJF
|
13F-HR
|
8/1/2014 |
000095012314007647 |
|
Q1 2014
|
348 |
13,818,150 |
MD, MTZ, CRZO, EXP
|
13F-HR
|
4/30/2014 |
000095012314004579 |
|
Q4 2013
|
309 |
13,487,110 |
MD, BEAV, Actavis Plc, UAL
|
13F-HR
|
1/31/2014 |
000095012314000862 |