|
Q1 2025
|
6 |
76,194 |
APLD, USFD, IFF, PFGC
|
13F-HR
|
5/15/2025 |
000164356925000003 |
|
Q4 2024
|
18 |
178,042 |
APLD, IFF, USFD, UAL
|
13F-HR
|
2/14/2025 |
000164356925000002 |
|
Q3 2024
|
5 |
161,047 |
APLD, IFF, USFD, LESL
|
13F-HR
|
11/7/2024 |
000164356924000005 |
|
Q2 2024
|
8 |
111,167 |
APLD, IFF, USFD, LESL
|
13F-HR
|
8/13/2024 |
000164356924000004 |
|
Q1 2024
|
10 |
117,857 |
IFF, USFD, WSC, RBA.TO
|
13F-HR
|
5/14/2024 |
000164356924000003 |
|
Q4 2023
|
12 |
114,793 |
IFF, USFD, RBA.TO, GO
|
13F-HR
|
2/14/2024 |
000164356924000002 |
|
Q3 2023
|
2 |
100,106 |
GO, USFD
|
13F-HR
|
11/14/2023 |
000164356923000005 |
|
Q2 2023
|
10 |
123,197 |
GO, USFD, CTLT, IFF calls
|
13F-HR
|
8/14/2023 |
000164356923000004 |
|
Q1 2023
|
4 |
64,137 |
USFD, FYBR, FERG, FIS
|
13F-HR
|
5/12/2023 |
000164356923000003 |
|
Q4 2022
|
5 |
69,022 |
USFD, FERG, FIS, FYBR
|
13F-HR
|
2/14/2023 |
000164356923000002 |
|
Q3 2022
|
3 |
37,053 |
USFD, FYBR, ADNT
|
13F-HR
|
11/14/2022 |
000164356922000005 |
|
Q2 2022
|
4 |
73,159 |
FYBR, ADNT, DIN, USFD
|
13F-HR
|
8/12/2022 |
000164356922000004 |
|
Q1 2022
|
5 |
157,136 |
EPAY, FYBR, ADNT, SABR
|
13F-HR
|
5/13/2022 |
000164356922000003 |
|
Q4 2021
|
6 |
187,628 |
EPAY, ACIW calls, FYBR, ADNT
|
13F-HR
|
2/14/2022 |
000164356922000002 |
|
Q3 2021
|
7 |
124,351 |
ACIW calls, WSC, ADNT, FYBR
|
13F-HR
|
11/15/2021 |
000164356921000005 |
|
Q2 2021
|
7 |
180,565 |
EPAY, ADNT, WSC, FTCH
|
13F-HR
|
8/12/2021 |
000164356921000004 |
|
Q1 2021
|
9 |
262,558 |
IFF, EXPE, ADNT, WSC
|
13F-HR
|
5/13/2021 |
000164356921000003 |
|
Q4 2020
|
9 |
201,774 |
IFF, EXPE, LKQ, ACIW
|
13F-HR
|
2/11/2021 |
000164356921000001 |
|
Q3 2020
|
13 |
191,150 |
LKQ, EXPE, CHURCHILL CAP CORP III, PPD
|
13F-HR
|
11/13/2020 |
000164356920000005 |
|
Q2 2020
|
9 |
185,308 |
PPD, LKQ, WEN, ELAN
|
13F-HR
|
8/13/2020 |
000164356920000004 |
|
Q1 2020
|
9 |
147,652 |
A, FIS, LKQ, IAA
|
13F-HR
|
5/14/2020 |
000164356920000003 |
|
Q4 2019
|
12 |
226,722 |
NSP, LKQ, SQ, A
|
13F-HR
|
2/12/2020 |
000164356920000002 |
|
Q3 2019
|
8 |
161,824 |
LHX, LKQ, FWONK, EFX
|
13F-HR
|
11/13/2019 |
000164356919000006 |
|
Q2 2019
|
11 |
188,604 |
ELAN, AXTA, EFX, IAA
|
13F-HR
|
8/13/2019 |
000164356919000005 |
|
Q1 2019
|
13 |
277,126 |
ELAN, CAG, EFX, MSI
|
13F-HR
|
5/15/2019 |
000164356919000004 |
|
Q4 2018
|
10 |
203,859 |
TDG, MSI, GDDY, TRI.TO
|
13F-HR
|
2/14/2019 |
000164356919000003 |
|
Q3 2018
|
14 |
348,918 |
NOC, TDG, ARMK, GDDY
|
13F-HR
|
11/14/2018 |
000164356918000007 |
|
Q2 2018
|
22 |
394,373 |
SHW, NOC, USFD, GDDY
|
13F-HR
|
8/14/2018 |
000164356918000006 |
|
Q1 2018
|
16 |
385,789 |
NOC, TDG, SHW, USFD
|
13F-HR
|
5/15/2018 |
000164356918000005 |
|
Q4 2017
|
19 |
536,046 |
AZO calls, SHW, NOC, RSG
|
13F-HR
|
2/14/2018 |
000164356918000003 |
|
Q3 2017
|
23 |
532,876 |
TDG, AZO calls, SHW, BIO
|
13F-HR
|
11/14/2017 |
000164356917000009 |
|
Q2 2017
|
23 |
612,973 |
TDG, WCN, BIO, AZO calls
|
13F-HR
|
8/14/2017 |
000164356917000007 |
|
Q1 2017
|
20 |
457,533 |
WCN, TDG, TAP, THS
|
13F-HR
|
5/12/2017 |
000164356917000005 |
|
Q4 2016
|
13 |
464,717 |
BALL, SHW, TDG, WCN
|
13F-HR
|
2/14/2017 |
000164356917000003 |
|
Q3 2016
|
12 |
440,765 |
BALL, TDG, AAP, APD
|
13F-HR
|
11/14/2016 |
000164356916000012 |
|
Q2 2016
|
10 |
329,540 |
TDG, AAP, BALL, APD
|
13F-HR
|
8/12/2016 |
000164356916000010 |
|
Q1 2016
|
11 |
277,797 |
BALL, APD, TDG, SABR
|
13F-HR
|
5/16/2016 |
000164356916000008 |
|
Q4 2015
|
12 |
267,225 |
TDG, APD, BALL, SABR
|
13F-HR
|
2/16/2016 |
000164356916000005 |