|
Q3 2024
|
29 |
199,918 |
UBER, MS, VRTX, TEVA
|
13F-HR
|
11/14/2024 |
000116630924000020 |
|
Q2 2024
|
28 |
194,340 |
LLY, UBER, VRTX, MS
|
13F-HR
|
8/14/2024 |
000116630924000016 |
|
Q1 2024
|
31 |
221,834 |
UBER, LLY, TEVA, MS
|
13F-HR
|
5/15/2024 |
000116630924000013 |
|
Q4 2023
|
2 |
1,285 |
TOST, NEXT
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000010 |
|
Q4 2023
|
28 |
259,545 |
UBER, GDDY, CZR, VRTX
|
13F-HR
|
2/14/2024 |
000116630924000002 |
|
Q3 2023
|
1 |
986 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000009 |
|
Q3 2023
|
31 |
271,890 |
UBER, CZR, 0A2P.IL, CHTR
|
13F-HR
|
11/14/2023 |
000116630923000008 |
|
Q2 2023
|
1 |
1,189 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000008 |
|
Q2 2023
|
29 |
300,285 |
UBER, 0A2P.IL, CZR, GDDY
|
13F-HR
|
8/14/2023 |
000116630923000006 |
|
Q1 2023
|
1 |
935 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000007 |
|
Q1 2023
|
28 |
268,026 |
UBER, GDDY, CZR, 0A2P.IL
|
13F-HR
|
5/15/2023 |
000116630923000004 |
|
Q4 2022
|
1 |
950 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000006 |
|
Q4 2022
|
23 |
246,579 |
UBER, MS, GDDY, CZR
|
13F-HR
|
2/15/2023 |
000116630923000002 |
|
Q3 2022
|
1 |
881 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000005 |
|
Q3 2022
|
43 |
329,634 |
UBER, MS, GDDY, CHTR
|
13F-HR
|
11/14/2022 |
000116630922000008 |
|
Q2 2022
|
43 |
443,623 |
CHTR, GDDY, CNC, MS
|
13F-HR
|
8/15/2022 |
000116630922000006 |
|
Q1 2022
|
52 |
609,730 |
GDDY, UBER, MS, CZR
|
13F-HR
|
5/13/2022 |
000116630922000004 |
|
Q4 2021
|
1 |
272 |
TOST
|
NEW HOLDINGS
|
3/25/2024 |
000116630924000004 |
|
Q4 2021
|
44 |
773,261 |
GDDY, UBER, MS, VRSN
|
13F-HR
|
2/14/2022 |
000116630922000002 |
|
Q3 2021
|
46 |
854,668 |
CZR, GDDY, UBER, NTRA
|
13F-HR
|
11/15/2021 |
000116630921000008 |
|
Q2 2021
|
44 |
1,071,515 |
GDDY, CZR, MS, POST
|
13F-HR
|
8/16/2021 |
000116630921000006 |
|
Q1 2021
|
42 |
1,070,844 |
GDDY, CZR, POST, UBER
|
13F-HR
|
5/14/2021 |
000116630921000004 |
|
Q4 2020
|
39 |
1,311,119 |
AMWL, CZR, GDDY, NTRA
|
13F-HR
|
2/16/2021 |
000116630921000002 |
|
Q3 2020
|
36 |
1,250,613 |
AMWL, NTRA, CZR, GDDY
|
13F-HR
|
11/16/2020 |
000116630920000008 |
|
Q2 2020
|
35 |
1,079,854 |
GDDY, NTRA, CNC, LH
|
13F-HR
|
8/14/2020 |
000116630920000006 |
|
Q1 2020
|
36 |
864,186 |
GDDY, CNC, POST, NTRA
|
13F-HR
|
5/15/2020 |
000116630920000004 |
|
Q4 2019
|
35 |
1,386,299 |
ZBH, ALC.SW, CNC, GDDY
|
13F-HR
|
2/14/2020 |
000116630920000002 |
|
Q3 2019
|
30 |
1,210,264 |
ALC.SW, GDDY, MDCO, HUM
|
13F-HR
|
11/14/2019 |
000116630919000006 |
|
Q2 2019
|
31 |
1,274,045 |
MDCO, GDDY, ALC.SW, HUM
|
13F-HR
|
8/14/2019 |
000116630919000005 |
|
Q1 2019
|
33 |
1,263,410 |
GDDY, MDCO, DRNA, ATRA
|
13F-HR
|
5/15/2019 |
000116630919000003 |
|
Q4 2018
|
34 |
1,199,589 |
ATRA, GDDY, HRTX, POST
|
13F-HR
|
2/14/2019 |
000116630919000002 |
|
Q3 2018
|
34 |
1,728,608 |
HCA, ATRA, ZBH, GDDY
|
13F-HR
|
11/14/2018 |
000116630918000009 |
|
Q2 2018
|
37 |
1,846,053 |
GDDY, POST, MDCO, ATRA
|
13F-HR
|
8/14/2018 |
000116630918000007 |
|
Q1 2018
|
37 |
1,648,809 |
LH, ATRA, GDDY, MDCO
|
13F-HR
|
5/15/2018 |
000116630918000005 |
|
Q4 2017
|
33 |
1,515,076 |
GDDY, LH, ELDORADO RESORTS INC, NKTR
|
13F-HR
|
2/14/2018 |
000116630918000003 |
|
Q3 2017
|
34 |
1,669,958 |
MDCO, POST, GDDY, ALXN
|
13F-HR
|
11/14/2017 |
000116630917000009 |
|
Q2 2017
|
37 |
1,752,424 |
MDCO, POST, GDDY, ENVISION HEALTHCARE CORP
|
13F-HR
|
8/14/2017 |
000116630917000006 |
|
Q1 2017
|
37 |
1,752,719 |
SHPG, POST, MDCO, ENVISION HEALTHCARE CORP
|
13F-HR
|
5/15/2017 |
000116630917000005 |
|
Q4 2016
|
36 |
1,438,361 |
POST, MGM, ENVISION HEALTHCARE CORP, WMGI
|
13F-HR
|
2/14/2017 |
000116630917000002 |
|
Q3 2016
|
37 |
1,484,053 |
MGM, BIIB, MDCO, WMGI
|
13F-HR
|
11/14/2016 |
000116630916000011 |
|
Q2 2016
|
38 |
1,548,441 |
POST, MGM, MDCO, LH
|
13F-HR
|
8/15/2016 |
000116630916000009 |
|
Q1 2016
|
40 |
1,446,816 |
MDCO, MGM, LH, LBRDA
|
13F-HR
|
5/16/2016 |
000116630916000007 |
|
Q4 2015
|
38 |
3,025,457 |
SPY calls, TEVA, MDCO, LH
|
13F-HR
|
2/16/2016 |
000116630916000004 |
|
Q3 2015
|
37 |
1,466,169 |
TEVA, MDCO, POST, AET
|
13F-HR
|
11/16/2015 |
000116630915000003 |
|
Q2 2015
|
44 |
3,162,009 |
SPY calls, POST, LH, ALNY
|
13F-HR
|
8/14/2015 |
000116630915000002 |
|
Q1 2015
|
38 |
1,496,077 |
LH, ZTS, KAR, MS
|
13F-HR
|
5/15/2015 |
000116630915000001 |
|
Q4 2014
|
41 |
1,588,410 |
MDCO, TEVA, KAR, MS
|
13F-HR
|
2/17/2015 |
000114036115006803 |
|
Q3 2014
|
43 |
1,467,533 |
WMGI, MDCO, MS, KAR
|
13F-HR
|
11/14/2014 |
000114036114042327 |
|
Q2 2014
|
38 |
1,421,066 |
TSLA, WMGI, KAR, LH
|
13F-HR
|
8/14/2014 |
000114036114032379 |
|
Q1 2014
|
43 |
1,497,494 |
WMGI, KAR, MS, VRSN
|
13F-HR
|
5/15/2014 |
000114036114021205 |
|
Q4 2013
|
40 |
1,430,312 |
WMGI, VRSN, MS, KAR
|
13F-HR
|
2/14/2014 |
000114036114007158 |