|
Q4 2023
|
9 |
2,083,125 |
PWR, WCC, DY, CLF
|
13F-HR
|
2/14/2024 |
000185520524000013 |
|
Q3 2023
|
8 |
1,715,910 |
PWR, WCC, DY, MTZ
|
13F-HR
|
11/14/2023 |
000105046423000013 |
|
Q2 2023
|
16 |
2,070,262 |
PWR, WCC, DY, MTZ
|
13F-HR
|
8/14/2023 |
000105046423000011 |
|
Q1 2023
|
34 |
1,762,297 |
PWR, WCC, DY, UBER
|
13F-HR
|
5/15/2023 |
000105046423000007 |
|
Q4 2022
|
33 |
1,549,834 |
PWR, WCC, DY, GM
|
13F-HR
|
2/14/2023 |
000105046423000006 |
|
Q3 2022
|
34 |
1,447,156 |
PWR, WCC, DY, GM
|
13F-HR
|
11/14/2022 |
000105046422000006 |
|
Q2 2022
|
58 |
1,363,514 |
PWR, WCC, DY, SBAC
|
13F-HR
|
8/15/2022 |
000105046422000005 |
|
Q1 2022
|
44 |
1,305,323 |
PWR, WCC, DY, ABX.TO
|
13F-HR
|
5/16/2022 |
000105046422000004 |
|
Q4 2021
|
42 |
1,244,191 |
PWR, WCC, DY, MTZ
|
13F-HR
|
2/14/2022 |
000105046422000003 |
|
Q3 2021
|
48 |
1,126,944 |
PWR, WCC, DY, MTZ
|
13F-HR
|
11/15/2021 |
000117266121002394 |
|
Q2 2021
|
51 |
999,288 |
PWR, WCC, DY, CLF
|
13F-HR
|
8/16/2021 |
000117266121001831 |
|
Q1 2021
|
57 |
953,233 |
PWR, WCC, DY, MTZ
|
13F-HR
|
5/17/2021 |
000117266121001355 |
|
Q4 2020
|
67 |
834,190 |
PWR, WCC, DY, TECK-B.TO
|
13F-HR
|
2/16/2021 |
000117266121000791 |
|
Q3 2020
|
44 |
561,180 |
PWR, WCC, SBAC, GOOGL
|
13F-HR
|
11/16/2020 |
000117266120002306 |
|
Q2 2020
|
61 |
358,717 |
PWR, WCC, SBAC, EA
|
13F-HR
|
8/14/2020 |
000117266120001832 |
|
Q1 2020
|
51 |
258,611 |
PWR, AMZN, SBAC, DY
|
13F-HR
|
5/15/2020 |
000117266120001371 |
|
Q4 2019
|
66 |
490,325 |
PWR, GOOGL, EEM, VWO
|
13F-HR
|
2/14/2020 |
000117266120000855 |
|
Q3 2019
|
56 |
429,976 |
PWR, TGT, LEN, HD
|
13F-HR
|
11/14/2019 |
000117266119002258 |
|
Q2 2019
|
58 |
508,045 |
MTZ, PWR, TRGP, WPX
|
13F-HR
|
8/14/2019 |
000117266119001796 |
|
Q1 2019
|
55 |
497,635 |
MTZ, PWR, WPX, TRGP
|
RESTATEMENT
|
5/15/2019 |
000117266119001328 |
|
Q4 2018
|
43 |
408,606 |
MTZ, PWR, KMI, MSFT
|
13F-HR
|
2/14/2019 |
000117266119000504 |
|
Q3 2018
|
49 |
396,250 |
MTZ, PWR, SBAC, MSFT
|
13F-HR
|
11/14/2018 |
000117266118002086 |
|
Q2 2018
|
49 |
544,933 |
MTZ, PWR, KMI, URI
|
13F-HR
|
8/14/2018 |
000116469118000119 |
|
Q1 2018
|
42 |
517,219 |
MTZ, PWR, URI, WPX
|
13F-HR
|
5/15/2018 |
000116469118000079 |
|
Q4 2017
|
50 |
695,823 |
MTZ, QUANTA SVCS INC, NFX, WPX
|
13F-HR
|
2/14/2018 |
000116469118000027 |
|
Q3 2017
|
44 |
620,133 |
MTZ, PWR, XOP, NFX
|
13F-HR
|
11/14/2017 |
000116469117000181 |
|
Q2 2017
|
50 |
620,850 |
MTZ, PWR, DY, NFX
|
13F-HR
|
8/14/2017 |
000165836317000003 |
|
Q1 2017
|
46 |
870,842 |
MTZ, DY, PWR, IWM
|
13F-HR
|
5/15/2017 |
000116469117000108 |
|
Q4 2016
|
42 |
756,766 |
MTZ, DY, APA, PWR
|
13F-HR
|
2/14/2017 |
000116469117000055 |
|
Q3 2016
|
43 |
790,024 |
DY, MTZ, APA, GOOGL
|
13F-HR
|
11/15/2016 |
000116469116000324 |
|
Q2 2016
|
43 |
805,510 |
IWM, DY, MTZ, AGN
|
13F-HR
|
8/15/2016 |
000116469116000294 |
|
Q1 2016
|
44 |
460,789 |
DY, MTZ, GOOGL, TJX
|
13F-HR
|
5/16/2016 |
000116469116000270 |
|
Q4 2015
|
32 |
302,021 |
MTZ, PWR, DY, BBY
|
13F-HR
|
2/16/2016 |
000116469116000237 |
|
Q3 2015
|
36 |
611,988 |
DY, PWR, MTZ, GM
|
13F-HR
|
11/16/2015 |
000116469115000174 |
|
Q2 2015
|
42 |
618,160 |
DY, PWR, GM, MTZ
|
13F-HR
|
8/14/2015 |
000116469115000135 |
|
Q1 2015
|
45 |
642,465 |
DY, PWR, GM, MTZ
|
13F-HR
|
5/15/2015 |
000116469115000095 |
|
Q4 2014
|
37 |
460,474 |
DY, PWR, MTZ, GM
|
13F-HR
|
2/13/2015 |
000116469115000029 |
|
Q3 2014
|
49 |
727,248 |
PWR, DY, MTZ, WEATHERFORD INTL PLC
|
13F-HR
|
11/14/2014 |
000116469114000212 |
|
Q2 2014
|
64 |
880,574 |
PWR, DY, MTZ, WEATHERFORD INTERNATIONAL LT
|
13F-HR
|
8/14/2014 |
000116469114000178 |
|
Q1 2014
|
68 |
1,057,275 |
PWR, MTZ, FLR, URI
|
13F-HR
|
5/15/2014 |
000116469114000118 |
|
Q4 2013
|
75 |
959,485 |
PWR, FLR, MTZ, DY
|
13F-HR
|
2/12/2014 |
000116469114000023 |