|
Q1 2025
|
118 |
246,550 |
SWIM, SSYS, UA, BILL
|
13F-HR
|
5/14/2025 |
000101143825000272 |
|
Q4 2024
|
115 |
295,362 |
SWIM, UA, SNBR, SSYS
|
13F-HR
|
2/13/2025 |
000101143825000114 |
|
Q3 2024
|
109 |
291,204 |
SWIM, CROX, BBW, W
|
13F-HR
|
11/13/2024 |
000101143824000606 |
|
Q2 2024
|
109 |
275,195 |
MU, CROX, PAGS, UCTT
|
13F-HR
|
8/13/2024 |
000101143824000444 |
|
Q1 2024
|
112 |
313,007 |
PAGS, EVH, PLAY, UCTT
|
13F-HR
|
5/14/2024 |
000101143824000343 |
|
Q4 2023
|
128 |
312,081 |
PAGS, EVH, ARCB, U
|
13F-HR
|
2/13/2024 |
000101143824000178 |
|
Q3 2023
|
136 |
293,037 |
U, EVH, PAGS, BABA
|
13F-HR
|
11/13/2023 |
000101143823000613 |
|
Q2 2023
|
135 |
314,058 |
EVH, PAGS, U, NEWR
|
13F-HR
|
8/11/2023 |
000101143823000514 |
|
Q1 2023
|
129 |
310,487 |
EVH, BABA, ACVA, PAGS
|
13F-HR
|
5/12/2023 |
000101143823000382 |
|
Q4 2022
|
129 |
353,134 |
ASHR calls, EVH, PAGS, NOW
|
13F-HR
|
2/13/2023 |
000101143823000259 |
|
Q3 2022
|
127 |
349,984 |
PAGS, STNE, EVH, UBER
|
13F-HR
|
11/10/2022 |
000156761922019539 |
|
Q2 2022
|
130 |
361,121 |
EVH, STNE, PAGS, HOUS
|
13F-HR
|
8/12/2022 |
000156761922015819 |
|
Q1 2022
|
140 |
530,188 |
UA, PAGS, ZUO, VIRT
|
13F-HR
|
5/13/2022 |
000156761922010514 |
|
Q4 2021
|
138 |
562,991 |
RNG, SPG, ZENDESK INC, TWLO
|
13F-HR
|
2/14/2022 |
000156761922004356 |
|
Q3 2021
|
146 |
698,722 |
VG, SPG, PARA, UA
|
13F-HR
|
11/12/2021 |
000156761921020095 |
|
Q2 2021
|
147 |
725,395 |
PARA, BABA, CSOD, VG
|
13F-HR
|
8/13/2021 |
000156761921015497 |
|
Q1 2021
|
164 |
695,152 |
NUAN, CSOD, VG, DBX
|
13F-HR
|
5/14/2021 |
000156761921010171 |
|
Q4 2020
|
138 |
598,908 |
NUAN, THS, VG, CSOD
|
13F-HR
|
2/12/2021 |
000156761921003507 |
|
Q3 2020
|
148 |
534,585 |
NUAN, THS, BABA, CSOD
|
13F-HR
|
11/16/2020 |
000156761920019853 |
|
Q2 2020
|
142 |
591,137 |
NUAN, THS, CSOD, VG
|
13F-HR
|
8/13/2020 |
000156761920015091 |
|
Q1 2020
|
152 |
521,636 |
THS, NUAN, OC, DBX
|
13F-HR
|
5/14/2020 |
000156761920010090 |
|
Q4 2019
|
139 |
792,615 |
UBER, NUAN, OC, UA
|
13F-HR
|
2/13/2020 |
000156761920003317 |
|
Q3 2019
|
147 |
667,405 |
OC, NUAN, BLDR, UA
|
13F-HR
|
11/14/2019 |
000156761919021553 |
|
Q2 2019
|
150 |
700,246 |
OC, NUAN, BLDR, UA
|
13F-HR
|
8/14/2019 |
000156761919016988 |
|
Q1 2019
|
145 |
708,290 |
PAGS, NUAN, OC, LKQ
|
13F-HR
|
5/14/2019 |
000156761919010862 |
|
Q4 2018
|
139 |
607,768 |
EFII, THS, NUAN, PAGS
|
13F-HR
|
2/14/2019 |
000156761919004333 |
|
Q3 2018
|
143 |
871,133 |
WCC, EFII, REI, THS
|
13F-HR
|
11/14/2018 |
000156761918006282 |
|
Q2 2018
|
147 |
913,189 |
EFII, THS, REI, TPC
|
13F-HR
|
8/13/2018 |
000156761918000640 |
|
Q1 2018
|
146 |
843,144 |
TPC, EVH, THS, REI
|
13F-HR
|
5/15/2018 |
000114036118023923 |
|
Q4 2017
|
132 |
760,622 |
YRI.TO, THS, TPC, CEMEX SAB DE CV
|
13F-HR
|
2/14/2018 |
000114036118008240 |
|
Q3 2017
|
135 |
635,879 |
KLDX, BLDR, REI, FNSR
|
13F-HR
|
11/13/2017 |
000114036117041941 |
|
Q2 2017
|
127 |
581,791 |
REI, APA, BLDR, KLDX
|
13F-HR
|
8/11/2017 |
000114036117031317 |
|
Q1 2017
|
138 |
479,513 |
APA, REI, HOUS, BLDR
|
13F-HR
|
5/11/2017 |
000114036117019736 |
|
Q4 2016
|
134 |
429,919 |
REI, APA, MBLY, WEB
|
13F-HR
|
2/13/2017 |
000114036117005977 |
|
Q3 2016
|
153 |
442,175 |
APA, GME, STAY, CEMEX SAB DE CV
|
13F-HR
|
11/14/2016 |
000114036116086585 |
|
Q2 2016
|
149 |
410,823 |
MEI, BLDR, GM, RDN
|
13F-HR
|
8/15/2016 |
000114036116076600 |
|
Q1 2016
|
156 |
418,702 |
USG, BLDR, GM, UNFI
|
13F-HR
|
8/15/2016 |
000114036116076599 |
|
Q4 2015
|
166 |
429,336 |
STAY, DAR, USG, SPDR S&P 500 ETF TR puts
|
13F-HR
|
8/15/2016 |
000114036116076598 |