|
Q3 2019
|
153 |
2,264,603 |
LQD, DISCK, SERVICENOW INC, HUBSPOT INC
|
13F-HR
|
11/12/2019 |
000108514619002850 |
|
Q2 2019
|
151 |
2,508,494 |
LQD, DISCK, SERVICENOW INC, HUBSPOT INC
|
13F-HR
|
8/13/2019 |
000108514619002257 |
|
Q1 2019
|
99 |
2,225,431 |
LQD, DISCK, SERVICENOW INC, HUBSPOT INC
|
13F-HR
|
5/14/2019 |
000108514619001524 |
|
Q4 2018
|
106 |
1,452,203 |
LQD, DISCK, SERVICENOW INC, PRICELINE GRP INC
|
13F-HR
|
2/13/2019 |
000108514619000651 |
|
Q3 2018
|
111 |
2,119,106 |
HYG puts, DISCK, SERVICENOW INC, PRICELINE GRP INC
|
13F-HR
|
11/9/2018 |
000108514618002536 |
|
Q2 2018
|
115 |
1,876,680 |
HYG puts, PRICELINE GRP INC, INTEL CORP, DISCK
|
13F-HR
|
8/13/2018 |
000108514618002015 |
|
Q1 2018
|
128 |
2,168,263 |
HYG puts, INTEL CORP, MON, GOOGL
|
13F-HR
|
5/10/2018 |
000108514618001310 |
|
Q4 2017
|
105 |
1,578,694 |
MICROCHIP TECHNOLOGY INC, TFCF, CTRIP COM INTL LTD, INTEL CORP
|
13F-HR
|
2/12/2018 |
000108514618000502 |
|
Q3 2017
|
103 |
1,488,590 |
MICRON TECHNOLOGY INC, MICROCHIP TECHNOLOGY INC, CTRIP COM INTL LTD, SALESFORCE COM INC
|
13F-HR
|
11/15/2017 |
000108514617002487 |
|
Q2 2017
|
113 |
1,451,555 |
TAKE-TWO INTERACTIVE SOFTWAR, MICROCHIP TECHNOLOGY INC, MICRON TECHNOLOGY INC, J2 GLOBAL INC
|
13F-HR
|
8/11/2017 |
000108514617001798 |
|
Q1 2017
|
114 |
1,316,202 |
MICRON TECHNOLOGY INC, TAKE-TWO INTERACTIVE SOFTWAR, MICROCHIP TECHNOLOGY INC, DISCA
|
13F-HR
|
5/15/2017 |
000108514617001298 |
|
Q4 2016
|
113 |
1,260,813 |
VERISIGN INC, FIDELITY NATIONAL FINANCIAL, BHP, MICRON TECHNOLOGY INC
|
13F-HR
|
2/14/2017 |
000108514617000698 |
|
Q3 2016
|
139 |
1,190,157 |
VERISIGN INC, FIDELITY NATIONAL FINANCIAL, PRICELINE GRP INC, MOLINA HEALTHCARE INC
|
13F-HR
|
11/14/2016 |
000108514616004832 |
|
Q2 2016
|
131 |
1,133,362 |
VERISIGN INC, FIDELITY NATIONAL FINANCIAL, PRICELINE GRP INC, UA
|
13F-HR
|
8/9/2016 |
000108514616004202 |
|
Q1 2016
|
104 |
999,567 |
CCL, VERISIGN INC, MOLINA HEALTHCARE INC, AGN
|
13F-HR
|
5/4/2016 |
000108514616003584 |
|
Q4 2015
|
139 |
1,448,221 |
TELEFLEX INC, RYAAY, NVIDIA CORP, VERISIGN INC
|
13F-HR
|
2/11/2016 |
000108514616002932 |
|
Q3 2015
|
153 |
1,200,694 |
TELEFLEX INC, MOLINA HEALTHCARE INC, FIDELITY NATIONAL FINANCIAL, RYAAY
|
13F-HR
|
10/30/2015 |
000108514615002101 |
|
Q2 2015
|
176 |
1,655,080 |
TELEFLEX INC, MOLINA HEALTHCARE INC, FIDELITY NATIONAL FINANCIAL, DISCK
|
13F-HR
|
8/12/2015 |
000108514615001697 |
|
Q1 2015
|
208 |
2,125,421 |
WELLPOINT INC, JBLU, TELEFLEX INC, TFCF
|
13F-HR
|
5/13/2015 |
000108514615001163 |
|
Q4 2014
|
155 |
1,503,182 |
TFCF, TELEFLEX INC, PRICELINE GRP INC, CEMEX SAB DE CV
|
13F-HR
|
2/13/2015 |
000108514615000504 |
|
Q3 2014
|
155 |
1,683,687 |
TFCF, WELLPOINT INC, TELEFLEX INC, SANDISK CORP
|
13F-HR
|
10/29/2014 |
000108514614002046 |
|
Q2 2014
|
123 |
1,623,822 |
TFCF, TELEFLEX INC, WELLPOINT INC, SANDISK CORP
|
13F-HR
|
8/11/2014 |
000108514614001628 |
|
Q1 2014
|
98 |
1,235,688 |
TFCF, TELEFLEX INC, BHP, AMERICAN RLTY CAP PPTYS INC
|
13F-HR
|
5/14/2014 |
000108514614001106 |
|
Q4 2013
|
100 |
910,816 |
TFCF, TELEFLEX INC, SEACOR HOLDINGS INC, CEMEX SAB DE CV
|
13F-HR
|
2/7/2014 |
000108514614000317 |