|
Q3 2024
|
49 |
2,182,239 |
HES, AXNX, ANSS, CTLT
|
13F-HR
|
11/8/2024 |
000139683524000012 |
|
Q2 2024
|
43 |
2,090,437 |
HES, AXNX, ANSS, AMED
|
13F-HR
|
8/9/2024 |
000139683524000010 |
|
Q1 2024
|
40 |
2,565,882 |
HES, PXD, ANSS, DFS
|
13F-HR
|
5/9/2024 |
000139683524000007 |
|
Q4 2023
|
37 |
1,950,127 |
HES, SPLK, CPRI, AMED
|
RESTATEMENT
|
2/12/2024 |
000139683524000003 |
|
Q3 2023
|
35 |
1,909,182 |
ATVI, DEN, SGEN, VMW
|
13F-HR
|
11/8/2023 |
000139683523000011 |
|
Q2 2023
|
38 |
2,221,337 |
VMW, ATVI, LSI, PDCE
|
13F-HR
|
8/10/2023 |
000139683523000008 |
|
Q1 2023
|
38 |
1,873,424 |
ATVI, VMW, HZNP, AJRD
|
13F-HR
|
5/10/2023 |
000139683523000006 |
|
Q4 2022
|
41 |
2,191,955 |
ATVI, AIMC, LHCG, VMW
|
13F-HR
|
2/8/2023 |
000139683523000002 |
|
Q3 2022
|
48 |
2,405,406 |
ALLEGHANY CORP MD, LHCG, ATVI, VMW
|
13F-HR
|
11/10/2022 |
000139683522000008 |
|
Q2 2022
|
51 |
2,661,243 |
ALLEGHANY CORP MD, ATVI, LHCG, ROG
|
13F-HR
|
8/9/2022 |
000139683522000006 |
|
Q1 2022
|
51 |
2,334,955 |
CERN, COHR, ATVI, SAFM
|
13F-HR
|
5/11/2022 |
000139683522000004 |
|
Q4 2021
|
49 |
2,671,643 |
INFO, NUAN, XLNX, CERN
|
13F-HR
|
2/8/2022 |
000139683522000002 |
|
Q3 2021
|
54 |
3,081,484 |
NUAN, INFO, KSU, XLNX
|
13F-HR
|
11/10/2021 |
000139683521000008 |
|
Q2 2021
|
51 |
3,644,537 |
MXIM, PRAH, WTW, ALXN
|
13F-HR
|
8/11/2021 |
000139683521000006 |
|
Q1 2021
|
52 |
3,688,305 |
VAR, WTW, IPHI, MXIM
|
13F-HR
|
5/11/2021 |
000139683521000004 |
|
Q4 2020
|
45 |
2,443,861 |
WTW, MXIM, VAR, WORK
|
13F-HR
|
2/10/2021 |
000139683521000002 |
|
Q3 2020
|
29 |
1,902,045 |
LVGO, WTW, ACIA, ADSW
|
13F-HR
|
11/10/2020 |
000139683520000011 |
|
Q2 2020
|
27 |
1,737,292 |
CZR, LOGM, ACIA, TIF
|
13F-HR
|
8/12/2020 |
000139683520000008 |
|
Q1 2020
|
49 |
2,514,586 |
MELLANOX TECHNOLOGIES LTD, ADSW, TIF, AGN
|
RESTATEMENT
|
7/27/2020 |
000139683520000007 |
|
Q4 2019
|
46 |
3,142,793 |
MELLANOX TECHNOLOGIES LTD, WCG, WBC, AGN
|
13F-HR
|
2/13/2020 |
000139683520000003 |
|
Q3 2019
|
45 |
3,052,325 |
MELLANOX TECHNOLOGIES LTD, CELG, WBC, AGN
|
13F-HR
|
11/13/2019 |
000139683519000009 |
|
Q2 2019
|
49 |
3,404,098 |
RHT, WP, FIRST DATA CORP NEW, WBC
|
13F-HR
|
8/12/2019 |
000139683519000007 |
|
Q1 2019
|
46 |
3,035,977 |
GG, CELG, FIRST DATA CORP NEW, LLL
|
13F-HR
|
5/9/2019 |
000139683519000004 |
|
Q4 2018
|
51 |
2,397,226 |
VVC, RANDGOLD RES LTD, TFCFA, AHL
|
RESTATEMENT
|
2/14/2019 |
000139683519000003 |
|
Q3 2018
|
54 |
3,632,697 |
AET, COL, CA, ANDEAVOR
|
13F-HR
|
11/9/2018 |
000139683518000010 |
|
Q2 2018
|
50 |
3,223,510 |
AET, COL, ANDEAVOR, NXPI
|
13F-HR
|
8/10/2018 |
000139683518000008 |
|
Q1 2018
|
45 |
3,033,508 |
AET, NXPI, MON, COL
|
13F-HR
|
5/11/2018 |
000139683518000006 |
|
Q4 2017
|
51 |
2,791,744 |
SPY puts, COL, MON, NXPI
|
13F-HR
|
2/8/2018 |
000139683518000002 |
|
Q3 2017
|
49 |
2,961,519 |
TWX, BCR, NXPI, COL
|
RESTATEMENT
|
11/13/2017 |
000139683517000010 |
|
Q2 2017
|
65 |
3,322,786 |
BCR, TWX, RAI, NXPI
|
RESTATEMENT
|
8/10/2017 |
000139683517000007 |
|
Q1 2017
|
56 |
3,588,964 |
NXPI, RAI, TWX, BEAV
|
13F-HR
|
5/12/2017 |
000139683517000004 |
|
Q4 2016
|
60 |
3,824,215 |
NXPI, TWX, BEAV, SE
|
13F-HR
|
2/13/2017 |
000139683517000002 |
|
Q3 2016
|
55 |
2,725,283 |
STJ, LNKD, SE, ITC
|
13F-HR
|
11/10/2016 |
000139683516000021 |
|
Q2 2016
|
69 |
2,802,371 |
STJ, LNKD, SYT, ITC
|
13F-HR
|
8/12/2016 |
000139683516000019 |
|
Q1 2016
|
54 |
2,913,596 |
AGN, IM, JAH, HOT
|
13F-HR
|
5/12/2016 |
000139683516000017 |
|
Q4 2015
|
60 |
3,047,397 |
BRCM, HUM, CB, PCP
|
13F-HR
|
2/11/2016 |
000139683516000011 |
|
Q3 2015
|
62 |
2,554,064 |
PCP, BRCM, HCC, CB
|
13F-HR
|
11/13/2015 |
000139683515000009 |
|
Q2 2015
|
75 |
3,080,749 |
DTV, OCR, HSP, BRCM
|
13F-HR
|
8/7/2015 |
000139683515000007 |
|
Q1 2015
|
65 |
2,784,614 |
DTV, TRW, HSP, SIAL
|
13F-HR
|
5/13/2015 |
000139683515000005 |
|
Q4 2014
|
105 |
3,265,586 |
CFN, DTV, TRW, CVD
|
13F-HR
|
2/12/2015 |
000139683515000002 |