|
Q4 2024
|
36 |
3,649,355 |
META, CRM, HSIC, SN
|
13F-HR
|
2/14/2025 |
000117266125001248 |
|
Q3 2024
|
36 |
3,031,962 |
META, FLTR.L, CRM, INTU
|
13F-HR
|
11/14/2024 |
000117266124005194 |
|
Q2 2024
|
33 |
2,534,128 |
CRH, INTU, LYV, PTC
|
13F-HR
|
8/14/2024 |
000117266124003510 |
|
Q1 2024
|
36 |
2,684,862 |
CRM, META, GOOGL, DFS
|
13F-HR
|
5/15/2024 |
000117266124002321 |
|
Q4 2023
|
24 |
2,013,805 |
CRH, PTC, PGR, CRM
|
13F-HR
|
2/14/2024 |
000117266124001418 |
|
Q3 2023
|
23 |
1,894,719 |
CRM, MSFT, PFGC, META
|
13F-HR
|
11/14/2023 |
000117266123003990 |
|
Q2 2023
|
27 |
2,024,666 |
MSFT, META, PFGC, CRM
|
13F-HR
|
8/14/2023 |
000117266123003143 |
|
Q1 2023
|
23 |
1,860,738 |
META, CRM, GOOGL, MSFT
|
13F-HR
|
5/15/2023 |
000117266123002276 |
|
Q4 2022
|
17 |
1,821,326 |
MSFT, GOOGL, V, META
|
13F-HR
|
2/14/2023 |
000117266123001341 |
|
Q3 2022
|
18 |
2,125,678 |
MSFT, GOOGL, UNP, WDAY
|
13F-HR
|
11/14/2022 |
000117266122002386 |
|
Q2 2022
|
19 |
2,115,125 |
MSFT, DISH, AVTR, NSC
|
13F-HR
|
8/15/2022 |
000117266122001858 |
|
Q1 2022
|
23 |
3,211,089 |
DISH, AVTR, MSFT, VMC
|
13F-HR
|
5/16/2022 |
000117266122001353 |
|
Q4 2021
|
28 |
3,454,276 |
DISH, AVTR, GOOGL, MSFT
|
13F-HR
|
2/14/2022 |
000117266122000436 |
|
Q3 2021
|
33 |
4,711,171 |
DISH, BFH, AVTR, FIS
|
13F-HR
|
11/15/2021 |
000117266121002188 |
|
Q2 2021
|
35 |
4,644,202 |
DISH, BFH, AVTR, FIS
|
13F-HR
|
8/16/2021 |
000117266121001709 |
|
Q1 2021
|
31 |
4,764,522 |
MSFT, GOOGL, FIS, DISH
|
13F-HR
|
5/17/2021 |
000117266121001262 |
|
Q4 2020
|
30 |
5,078,576 |
GOOGL, ATUS, DISH, FIS
|
13F-HR
|
2/16/2021 |
000117266121000812 |
|
Q3 2020
|
29 |
4,297,494 |
ATUS, MSFT, DISH, FIS
|
13F-HR
|
11/16/2020 |
000117266120002201 |
|
Q2 2020
|
26 |
3,989,135 |
ATUS, FIS, CHTR, STZ
|
13F-HR
|
8/14/2020 |
000117266120001803 |
|
Q1 2020
|
26 |
3,085,984 |
FIS, CHTR, LHX, AMZN
|
13F-HR
|
5/15/2020 |
000117266120001326 |
|
Q4 2019
|
23 |
3,362,085 |
FIS, BA calls, FLT, RTN
|
13F-HR
|
2/14/2020 |
000117266120000758 |
|
Q3 2019
|
22 |
3,030,748 |
FIS, ATUS, RTN, NSC
|
13F-HR
|
11/14/2019 |
000117266119002285 |
|
Q2 2019
|
25 |
3,441,572 |
ATUS, CMCSA, FLT, BA
|
13F-HR
|
8/14/2019 |
000117266119001798 |
|
Q1 2019
|
24 |
3,055,302 |
WP, FLT, GOOGL, BKI
|
RESTATEMENT
|
8/8/2019 |
000117266119001634 |
|
Q4 2018
|
19 |
2,083,445 |
TMUS, GOOGL, FIRST DATA CORP NEW, MSFT
|
13F-HR
|
2/14/2019 |
000117266119000685 |
|
Q3 2018
|
19 |
2,160,126 |
TMUS, MSFT, CMCSA, GOOGL
|
13F-HR
|
11/14/2018 |
000117266118002106 |
|
Q2 2018
|
24 |
2,287,167 |
CMCSA, FIRST DATA CORP NEW, DD, QSR
|
13F-HR
|
8/14/2018 |
000117266118001609 |
|
Q1 2018
|
19 |
1,804,722 |
DD, MSFT, CMCSA, FIRST DATA CORP NEW
|
13F-HR
|
5/15/2018 |
000117266118001195 |
|
Q4 2017
|
21 |
1,784,459 |
CMCSA, DD, TMUS, GOOGL
|
13F-HR
|
2/14/2018 |
000117266118000656 |
|
Q3 2017
|
23 |
1,612,656 |
CMCSA, DD, QSR, FLT
|
13F-HR
|
11/14/2017 |
000117266117002047 |
|
Q2 2017
|
23 |
1,300,992 |
FLT, MHK, FMC, PTC
|
13F-HR
|
8/14/2017 |
000117266117001646 |
|
Q1 2017
|
22 |
1,320,052 |
PX, PTC, MHK, V
|
13F-HR
|
5/15/2017 |
000117266117001150 |
|
Q4 2016
|
22 |
1,779,012 |
SPY puts, PTC, TTWO, GOOGL
|
13F-HR
|
2/14/2017 |
000117266117000638 |
|
Q3 2016
|
22 |
1,051,708 |
FIS, PTC, SHW, SSNC
|
13F-HR
|
11/14/2016 |
000117266116004254 |
|
Q2 2016
|
25 |
1,245,321 |
NWL, FIS, CHTR, MHK
|
13F-HR
|
8/15/2016 |
000117266116003809 |
|
Q1 2016
|
25 |
1,056,676 |
FIS, NWL, LBRDA, MHK
|
13F-HR
|
5/16/2016 |
000117266116003360 |
|
Q4 2015
|
21 |
863,631 |
MCD, KAR, GOOG, MHK
|
13F-HR
|
2/16/2016 |
000117266116002781 |
|
Q3 2015
|
24 |
1,037,251 |
GOOG, MHK, SSNC, SPGI
|
13F-HR
|
11/16/2015 |
000117266115002010 |
|
Q2 2015
|
23 |
1,023,851 |
SSNC, BIDU, MHK, KAR
|
13F-HR
|
8/14/2015 |
000117266115001565 |
|
Q1 2015
|
28 |
1,137,593 |
MON, LAD, MHK, KAR
|
13F-HR
|
5/15/2015 |
000117266115001135 |
|
Q4 2014
|
29 |
1,145,890 |
LBRDA, LPLA, MHK, LBTYA
|
13F-HR
|
2/17/2015 |
000117266115000549 |
|
Q3 2014
|
32 |
1,171,330 |
SPGI, SEMG, AAP, MHK
|
13F-HR
|
11/14/2014 |
000117266114001801 |
|
Q2 2014
|
31 |
1,212,177 |
SPGI, APC calls, SEMG, MON
|
13F-HR
|
8/14/2014 |
000117266114001430 |
|
Q1 2014
|
28 |
778,833 |
KAR, SPGI, SEMG, ALLE
|
13F-HR
|
5/15/2014 |
000117266114001061 |
|
Q4 2013
|
27 |
486,509 |
KAR, SEMG, HUN, SPGI
|
13F-HR
|
2/14/2014 |
000117266114000573 |