|
Q3 2026
|
85 |
1,151,701
|
TTMI, RAL, ESAB, APG
|
13F-HR
|
11/6/2026 |
000206075726000058 |
|
Q2 2026
|
80 |
1,103,299
|
ZBRA, ESAB, SLGN, GXO
|
13F-HR
|
8/7/2026 |
000206075726000044 |
|
Q1 2026
|
88 |
1,215,218
|
TECH, WSO, TECH puts, ONTO
|
13F-HR
|
5/8/2026 |
000206075726000026 |
|
Q4 2025
|
63 |
913,594
|
CLS, TECH, CSGP, MSM
|
13F-HR
|
2/13/2026 |
000206075726000004 |
|
Q3 2025
|
58 |
998,152
|
WLY, MIDD, TTMI, WMS
|
13F-HR
|
11/7/2025 |
000206075725000003 |
|
Q2 2025
|
73 |
1,176,084
|
ZBRA, OSK puts, CSGP, HAE
|
13F-HR
|
8/8/2025 |
000151009925000003 |
|
Q1 2025
|
56 |
994,630
|
CLS, WLY, CVSA, FN
|
13F-HR
|
5/15/2025 |
000117266125001985 |
|
Q4 2024
|
57 |
909,071
|
BRKR, WNS, HAE, CVSA
|
13F-HR
|
2/14/2025 |
000117266125000921 |
|
Q3 2024
|
60 |
691,065
|
CVSA, CLS, HAE, MTZ
|
RESTATEMENT
|
2/21/2025 |
000117266125001335 |
|
Q2 2024
|
68 |
591,232
|
GBX, CVSA, PNR, CLS
|
RESTATEMENT
|
2/21/2025 |
000117266125001336 |
|
Q1 2024
|
51 |
304,917
|
CLS, SXT, MTZ, ABM
|
RESTATEMENT
|
6/7/2024 |
000117266124002552 |
|
Q4 2023
|
44 |
281,757
|
MTZ, CLS, CVSA, LRN
|
RESTATEMENT
|
6/7/2024 |
000117266124002556 |
|
Q3 2023
|
52 |
234,470
|
CLS, LRN, CVSA, SMTC
|
RESTATEMENT
|
6/7/2024 |
000117266124002554 |
|
Q2 2023
|
50 |
243,772
|
CVSA, IRDM, PETS, MGRC
|
RESTATEMENT
|
6/7/2024 |
000117266124002553 |
|
Q1 2023
|
50 |
275,650
|
SKY, CALX, MGRC, CVCO
|
RESTATEMENT
|
6/7/2024 |
000117266124002551 |
|
Q4 2022
|
49 |
167,984
|
MGRC, IRDM, ASTE, PLNT
|
RESTATEMENT
|
6/7/2024 |
000117266124002555 |
|
Q3 2022
|
53 |
205,418
|
MGRC, WSC, CALX, CLFD
|
13F-HR
|
11/14/2022 |
000117266122002485 |
|
Q2 2022
|
46 |
151,009
|
WNS, CLH, PSN, MTZ
|
13F-HR
|
8/15/2022 |
000117266122001927 |
|
Q1 2022
|
53 |
204,195
|
SKY, CVCO, LRN, CLS
|
13F-HR
|
4/18/2022 |
000117266122001139 |
|
Q4 2021
|
57 |
263,865
|
CVCO, SKY, HEES, GBX
|
13F-HR
|
2/14/2022 |
000117266122000406 |
|
Q3 2021
|
50 |
234,682
|
CVCO, LRN, EVRI, SKY
|
13F-HR
|
10/18/2021 |
000117266121002041 |
|
Q2 2021
|
65 |
358,263
|
SKY, EXP, MGRC, CLH
|
13F-HR
|
8/10/2021 |
000117266121001601 |
|
Q1 2021
|
63 |
320,602
|
UFPI, SKY, NUS, TLS
|
13F-HR
|
5/17/2021 |
000117266121001259 |
|
Q4 2020
|
57 |
339,523
|
UFPI, IWM puts, CCOI, SKY
|
13F-HR
|
2/16/2021 |
000117266121000487 |
|
Q3 2020
|
73 |
318,459
|
UFPI, RDFN, HAS, IWM puts
|
13F-HR
|
11/16/2020 |
000117266120002250 |
|
Q2 2020
|
69 |
423,805
|
IEF puts, MTZ, DLTR, NXH
|
13F-HR
|
8/14/2020 |
000117266120001709 |
|
Q1 2020
|
50 |
190,865
|
LNN, CACI, PRDO, SMG
|
13F-HR
|
5/15/2020 |
000117266120001373 |
|
Q4 2019
|
38 |
471,603
|
CECO, IBP, MTZ, ERI
|
13F-HR
|
2/13/2020 |
000117266120000459 |
|
Q3 2019
|
47 |
430,322
|
IWM puts, NVRI, LAUR, ERI
|
13F-HR
|
10/24/2019 |
000117266119002058 |
|
Q2 2019
|
50 |
440,226
|
IWM puts, AMN, CECO, AAN
|
13F-HR
|
7/22/2019 |
000117266119001560 |
|
Q1 2019
|
44 |
379,425
|
IWM puts, MTZ, CECO, VREX
|
13F-HR
|
4/16/2019 |
000117266119001063 |
|
Q4 2018
|
40 |
313,965
|
MTZ, NVRI, ERI, MTZ puts
|
13F-HR
|
1/15/2019 |
000117266119000209 |
|
Q3 2018
|
52 |
355,516
|
MTZ, NVRI, MTZ puts, BC
|
13F-HR
|
10/19/2018 |
000117266118001873 |
|
Q2 2018
|
57 |
498,326
|
LEG, MTZ, HUBB, LEG puts
|
13F-HR
|
7/13/2018 |
000117266118001386 |
|
Q1 2018
|
63 |
419,295
|
IWM puts, ACM, KTOS, SMTC
|
13F-HR
|
4/23/2018 |
000117266118000953 |
|
Q4 2017
|
66 |
485,825
|
STLD, HRI, XPO, SNBRQ
|
13F-HR
|
1/26/2018 |
000117266118000207 |
|
Q3 2017
|
56 |
426,617
|
ETD puts, IWM puts, ETD, MTZ
|
13F-HR
|
11/9/2017 |
000117266117001922 |
|
Q2 2017
|
49 |
505,281
|
MTZ, APOG, ETD, MSA
|
13F-HR
|
7/27/2017 |
000117266117001404 |
|
Q1 2017
|
53 |
389,290
|
NUAN, TREX calls, OC, SUM
|
13F-HR
|
5/15/2017 |
000117266117001082 |
|
Q4 2016
|
62 |
477,867
|
DV, JCPNQ, AIRM, KLXI
|
13F-HR
|
2/14/2017 |
000117266117000656 |
|
Q3 2016
|
59 |
349,468
|
PWR, BKD, JCPNQ, OXM
|
13F-HR
|
11/14/2016 |
000117266116004222 |
|
Q2 2016
|
59 |
407,079
|
AEO, FBIN, TILE, NTUS
|
13F-HR
|
8/15/2016 |
000117266116003824 |
|
Q1 2016
|
61 |
357,466
|
QRVO, SPB, IDXX, DW
|
13F-HR
|
5/16/2016 |
000117266116003372 |
|
Q4 2015
|
49 |
462,386
|
AIRM, TREX, MINI, SCOR
|
13F-HR
|
2/16/2016 |
000117266116002804 |
|
Q3 2015
|
56 |
452,393
|
AIRM, MINI, MLNX, MANT
|
13F-HR
|
11/16/2015 |
000117266115002016 |
|
Q2 2015
|
61 |
398,763
|
ANF, FINL, SSP, ATR
|
13F-HR
|
8/14/2015 |
000117266115001576 |
|
Q1 2015
|
61 |
343,454
|
HW, BEAV, BBSI, KFY
|
13F-HR
|
5/15/2015 |
000117266115001144 |
|
Q4 2014
|
51 |
382,818
|
ADTN, CCOI, SMG, AAWW
|
13F-HR
|
2/17/2015 |
000117266115000576 |
|
Q3 2014
|
59 |
307,008
|
VSAT, MINI, EXTR, HIMX
|
13F-HR
|
10/29/2014 |
000117266114001645 |
|
Q2 2014
|
58 |
358,899
|
IRBTQ, XCRA, AMCC, CYNO
|
13F-HR
|
7/23/2014 |
000117266114001261 |
|
Q1 2014
|
44 |
306,354
|
EXTR, JDSU, NX, EEFT
|
RESTATEMENT
|
7/23/2014 |
000117266114001260 |
|
Q4 2013
|
36 |
184,617
|
CYNO, CLH, R, UTEK
|
13F-HR
|
2/12/2014 |
000117266114000336 |