|
Q4 2019
|
24 |
117,850 |
TDG, MA, V, TPL
|
13F-HR
|
2/14/2020 |
000095012320002574 |
|
Q3 2019
|
31 |
387,088 |
TDG, V, MA, ADSK
|
13F-HR
|
11/14/2019 |
000095012319010926 |
|
Q2 2019
|
27 |
407,010 |
TDG, V, MA, TPL
|
13F-HR
|
8/14/2019 |
000095012319008053 |
|
Q1 2019
|
28 |
379,805 |
TDG, V, MA, PANW
|
13F-HR
|
5/15/2019 |
000095012319005055 |
|
Q4 2018
|
31 |
359,183 |
V, TDG, GDDY, HBAN
|
13F-HR
|
2/14/2019 |
000095012319002100 |
|
Q3 2018
|
30 |
420,355 |
V, AMZN, MA, TDG
|
13F-HR
|
11/14/2018 |
000095012318011502 |
|
Q2 2018
|
30 |
418,563 |
V, HBAN, AMZN, MTN
|
13F-HR
|
8/14/2018 |
000095012318008474 |
|
Q1 2018
|
30 |
455,778 |
UNVR, ADSK, V, NOW
|
13F-HR
|
5/15/2018 |
000095012318005358 |
|
Q4 2017
|
29 |
473,619 |
NOW, UNVR, V, AMZN
|
13F-HR
|
2/14/2018 |
000095012318002371 |
|
Q3 2017
|
28 |
505,337 |
UNVR, V, TEAM.MX, EXPE
|
13F-HR
|
11/14/2017 |
000095012317010813 |
|
Q2 2017
|
27 |
526,124 |
EXPE, FLT, AMZN, SYF
|
13F-HR
|
8/14/2017 |
000095012317007724 |
|
Q1 2017
|
25 |
537,260 |
SBAC, CHTR, LBTYK, SYF
|
13F-HR
|
5/15/2017 |
000095012317005089 |
|
Q4 2016
|
25 |
648,477 |
AFSI, CHTR, SBAC, LBTYK
|
13F-HR
|
2/14/2017 |
000095012317002432 |
|
Q3 2016
|
29 |
789,903 |
AFSI, CHTR, SBAC, EXPE
|
13F-HR
|
11/14/2016 |
000095012316021910 |
|
Q2 2016
|
27 |
865,023 |
AFSI, EXPE, CHTR, SBAC
|
13F-HR
|
8/15/2016 |
000095012316020112 |
|
Q1 2016
|
26 |
908,836 |
LBRDA, SBAC, AFSI, EXPE
|
13F-HR
|
5/16/2016 |
000095012316017569 |
|
Q4 2015
|
28 |
960,313 |
LBRDA, SBAC, EXPE, AFSI
|
13F-HR
|
2/16/2016 |
000095012316014755 |
|
Q3 2015
|
30 |
965,465 |
LBRDA, LBTYK, BKNG, QRTEA
|
13F-HR
|
11/13/2015 |
000095012315011793 |
|
Q2 2015
|
26 |
985,277 |
LBRDA, LBTYK, QRTEA, AFSI
|
13F-HR
|
8/14/2015 |
000095012315009069 |
|
Q1 2015
|
25 |
930,606 |
LBTYK, LBRDA, AFSI, GILD
|
13F-HR
|
5/15/2015 |
000095012315006112 |
|
Q4 2014
|
26 |
1,007,169 |
AFSI, LBTYK, LBRDA, GILD
|
13F-HR
|
2/17/2015 |
000095012315002953 |
|
Q3 2014
|
29 |
1,108,213 |
AFSI, SBAC, LBRDA, ASPS
|
13F-HR
|
11/14/2014 |
000095012314011882 |
|
Q2 2014
|
29 |
1,213,495 |
OCN, ASPS, LBRDA, AFSI
|
13F-HR
|
8/14/2014 |
000095012314008852 |
|
Q1 2014
|
28 |
1,155,972 |
OCN, ASPS, LBRDA, CROWN CASTLE INTL CORP
|
13F-HR
|
5/15/2014 |
000095012314006089 |
|
Q4 2013
|
27 |
1,104,865 |
OCN, SBAC, AAMC, ASPS
|
13F-HR
|
2/14/2014 |
000095012314002275 |