|
Q1 2025
|
16 |
2,494,347 |
TLNE, TWLO, CVS, USFD
|
13F-HR
|
5/15/2025 |
000090266425002381 |
|
Q4 2024
|
14 |
1,815,019 |
TWLO, USFD, TLNE, WDC
|
13F-HR
|
2/14/2025 |
000090266425001012 |
|
Q3 2024
|
14 |
1,906,150 |
USFD, CVS, TWLO, TLNE
|
13F-HR
|
11/14/2024 |
000090266424006591 |
|
Q2 2024
|
16 |
2,011,259 |
USFD, ZI, TWLO, CVS
|
13F-HR
|
8/14/2024 |
000090266424005129 |
|
Q1 2024
|
12 |
2,337,221 |
USFD, IFF, TWLO, RSP puts
|
13F-HR
|
5/15/2024 |
000090266424003602 |
|
Q4 2023
|
13 |
2,137,051 |
USFD, IFF, FLEX, RSP puts
|
13F-HR
|
2/14/2024 |
000090266424001712 |
|
Q3 2023
|
13 |
2,141,203 |
USFD, IFF, INVESCO EXCHANGE TRADED FD T puts, HUM
|
13F-HR
|
11/14/2023 |
000090266423005546 |
|
Q2 2023
|
16 |
2,394,352 |
USFD, IFF, RSP puts, FLEX
|
13F-HR
|
8/14/2023 |
000090266423004438 |
|
Q1 2023
|
17 |
2,258,214 |
USFD, IFF, FLEX, FMX
|
13F-HR
|
5/15/2023 |
000090266423003081 |
|
Q4 2022
|
18 |
2,559,527 |
IFF, USFD, OLN, FLEX
|
13F-HR
|
2/10/2023 |
000090266423001481 |
|
Q3 2022
|
21 |
2,683,310 |
IFF, USFD, OLN, ELAN
|
13F-HR
|
11/14/2022 |
000090266422004867 |
|
Q2 2022
|
20 |
3,320,559 |
IFF, USFD, ELAN, OLN
|
13F-HR
|
8/12/2022 |
000090266422003935 |
|
Q1 2022
|
18 |
3,916,722 |
IFF, ELAN, USFD, OLN
|
13F-HR
|
5/13/2022 |
000090266422002932 |
|
Q4 2021
|
20 |
4,250,279 |
IFF, ELAN, USFD, OLN
|
13F-HR
|
2/11/2022 |
000090266422001546 |
|
Q3 2021
|
23 |
4,055,245 |
ELAN, IFF, OLN, DELL
|
13F-HR
|
11/12/2021 |
000090266421004921 |
|
Q2 2021
|
25 |
3,861,104 |
IFF, ELAN, OLN, USFD
|
13F-HR
|
8/13/2021 |
000090266421003847 |
|
Q1 2021
|
23 |
3,696,148 |
IFF, ELAN, OLN, USFD
|
13F-HR
|
5/14/2021 |
000090266421002757 |
|
Q4 2020
|
19 |
2,865,448 |
ELAN, OLN, DD, USFD
|
13F-HR
|
2/12/2021 |
000090266421001306 |
|
Q3 2020
|
18 |
1,649,789 |
EXP, OLN, ATUS, LKQ
|
13F-HR
|
11/13/2020 |
000090266420003947 |
|
Q2 2020
|
19 |
1,404,398 |
EXP, OLN, CRM, USFD
|
13F-HR
|
8/14/2020 |
000090266420003012 |
|
Q1 2020
|
12 |
1,029,111 |
AGN, EXP, OLN, CRM
|
13F-HR
|
5/15/2020 |
000090266420002115 |
|
Q4 2019
|
12 |
1,273,835 |
EXP, AGN, CRM, USFD
|
13F-HR
|
2/14/2020 |
000090266420001179 |
|
Q3 2019
|
11 |
1,277,238 |
EXP, AGN, WWE, USFD
|
13F-HR
|
11/14/2019 |
000090266419004331 |
|
Q2 2019
|
6 |
946,915 |
EXP, USFD, CRM, YNDX
|
13F-HR
|
8/14/2019 |
000090266419003381 |
|
Q1 2019
|
12 |
1,644,915 |
EXP, BERY, MSFT, ZAYO
|
13F-HR
|
5/15/2019 |
000090266419002357 |
|
Q4 2018
|
9 |
1,638,791 |
SHPG, MSFT, CRM, ADSK
|
13F-HR
|
2/14/2019 |
000090266419001112 |
|
Q3 2018
|
11 |
2,151,117 |
SHPG, MSFT, WP, CRM
|
13F-HR
|
11/14/2018 |
000090266418004113 |
|
Q2 2018
|
14 |
2,723,423 |
META, SHPG, MSFT, CRM
|
13F-HR
|
8/14/2018 |
000090266418003157 |
|
Q1 2018
|
14 |
2,998,837 |
MSFT, TWX, META, WP
|
13F-HR
|
5/15/2018 |
000090266418002280 |
|
Q4 2017
|
13 |
2,157,277 |
MSFT, TWX, LOW, ZAYO
|
13F-HR
|
2/14/2018 |
000090266418001165 |
|
Q3 2017
|
13 |
2,105,944 |
MSFT, DVMT, GOOGL, CMCSA
|
13F-HR
|
11/14/2017 |
000090266417004346 |
|
Q2 2017
|
11 |
2,182,377 |
ADSK, MSFT, GOOGL, DVMT
|
13F-HR
|
8/14/2017 |
000090266417003314 |
|
Q1 2017
|
16 |
3,086,195 |
ADSK, CELG, DVMT, CRM
|
13F-HR
|
5/12/2017 |
000090266417002328 |
|
Q4 2016
|
13 |
2,614,140 |
ADSK, SBAC, CHTR, GOOGL
|
13F-HR
|
2/14/2017 |
000090266417001113 |
|
Q3 2016
|
10 |
2,025,454 |
ADSK, CHTR, CDK, FLT
|
13F-HR
|
11/14/2016 |
000090266416008809 |
|
Q2 2016
|
11 |
2,258,455 |
ADSK, CDK, CHTR, SBAC
|
13F-HR
|
8/12/2016 |
000090266416007845 |
|
Q1 2016
|
11 |
2,668,953 |
ADSK, CDK, AGN, LBRDA
|
13F-HR
|
5/16/2016 |
000090266416007041 |
|
Q4 2015
|
11 |
3,160,846 |
ADSK, CDK, AGN, FIS
|
13F-HR
|
2/16/2016 |
000090266416005712 |
|
Q3 2015
|
11 |
2,215,675 |
CDK, AGN, FIS, ZTS
|
13F-HR
|
11/16/2015 |
000090266415004245 |
|
Q2 2015
|
6 |
1,489,617 |
CDK, AGN, ZTS, APD
|
13F-HR
|
8/14/2015 |
000090266415003348 |
|
Q1 2015
|
8 |
1,509,979 |
CDK, ACTAVIS PLC, ZTS, APD
|
13F-HR
|
5/15/2015 |
000090266415002555 |
|
Q4 2014
|
7 |
1,344,386 |
CDK, ACTAVIS PLC, ZTS, MYL
|
RESTATEMENT
|
2/18/2015 |
000090266415001229 |
|
Q3 2014
|
10 |
896,793 |
ZTS, APD, MYL, AGN
|
13F-HR
|
11/14/2014 |
000090266414004347 |
|
Q2 2014
|
13 |
979,409 |
ZTS, LNG, APD, MYL
|
13F-HR
|
8/14/2014 |
000090266414003552 |
|
Q1 2014
|
1 |
65,694 |
ZTS
|
NEW HOLDINGS
|
8/15/2014 |
000090266414003594 |
|
Q1 2014
|
12 |
574,083 |
LNG, SIG, APD, MYL
|
13F-HR
|
5/15/2014 |
000090266414002533 |
|
Q4 2013
|
9 |
453,065 |
JAH, LNG, HELE, DG
|
13F-HR
|
2/14/2014 |
000090266414001079 |