|
Q3 2024
|
20 |
340,070 |
TLNE, SN, ACVA, FISV
|
13F-HR
|
11/14/2024 |
000138564224000010 |
|
Q2 2024
|
21 |
295,837 |
SN, NVT, ACVA, KKR
|
13F-HR
|
8/14/2024 |
000138564224000007 |
|
Q1 2024
|
28 |
358,717 |
SN, ACVA, VRT, NVT
|
13F-HR
|
5/15/2024 |
000138564224000003 |
|
Q4 2023
|
27 |
285,461 |
SN, ACVA, LAD, RELY
|
13F-HR
|
2/14/2024 |
000138564224000002 |
|
Q3 2023
|
25 |
275,701 |
ACVA, RELY, ABG, LAD
|
13F-HR
|
11/14/2023 |
000138564223000011 |
|
Q2 2023
|
24 |
323,151 |
ACVA, IAS, ABG, PHM
|
13F-HR
|
8/14/2023 |
000138564223000009 |
|
Q1 2023
|
26 |
305,007 |
ACVA, TPX, IAS, UTZ
|
13F-HR
|
5/15/2023 |
000138564223000005 |
|
Q4 2022
|
19 |
222,332 |
UNH, ACVA, BBWI, GDDY
|
13F-HR
|
2/14/2023 |
000138564223000003 |
|
Q3 2022
|
23 |
341,098 |
LPLA, GDDY, CCK, GPN
|
13F-HR
|
11/14/2022 |
000138564222000010 |
|
Q2 2022
|
12 |
252,062 |
CCK, GDDY, LPLA, KR
|
13F-HR
|
8/15/2022 |
000138564222000009 |
|
Q1 2022
|
12 |
465,608 |
SBNY, LPLA, CCK, GDDY
|
13F-HR
|
5/16/2022 |
000138564222000005 |
|
Q4 2021
|
18 |
494,767 |
CCK, LPLA, SBNY, NICE
|
13F-HR
|
2/14/2022 |
000138564222000002 |
|
Q3 2021
|
21 |
603,882 |
LPLA, NICE, CCK, DOCN
|
13F-HR
|
11/15/2021 |
000138564221000009 |
|
Q2 2021
|
25 |
682,607 |
CCK, LYFT, LPLA, SBNY
|
13F-HR
|
8/16/2021 |
000138564221000008 |
|
Q1 2021
|
22 |
658,541 |
LPLA, LYFT, CCK, FTDR
|
13F-HR
|
5/17/2021 |
000138564221000004 |
|
Q4 2020
|
23 |
695,431 |
CCK, LPLA, LYFT, FTDR
|
13F-HR
|
2/16/2021 |
000138564221000003 |
|
Q3 2020
|
22 |
634,080 |
CCK, PYPL, GDDY, LPLA
|
13F-HR
|
11/16/2020 |
000138564220000009 |
|
Q2 2020
|
21 |
620,137 |
PYPL, PTON, FTDR, GDDY
|
13F-HR
|
8/14/2020 |
000138564220000006 |
|
Q1 2020
|
17 |
301,387 |
FTDR, FIS, AYX, PTON
|
13F-HR
|
5/15/2020 |
000138564220000003 |
|
Q4 2019
|
19 |
465,211 |
FTDR, LPLA, GDDY, GPN
|
13F-HR
|
2/14/2020 |
000138564220000002 |
|
Q3 2019
|
19 |
376,914 |
FTDR, LPLA, FIS, GDDY
|
13F-HR
|
11/14/2019 |
000138564219000008 |
|
Q2 2019
|
21 |
421,899 |
FTDR, GDDY, WP, GPN
|
13F-HR
|
8/14/2019 |
000138564219000007 |
|
Q1 2019
|
22 |
384,591 |
GPN, GDDY, WP, FTDR
|
13F-HR
|
5/15/2019 |
000138564219000003 |
|
Q4 2018
|
19 |
225,585 |
GPN, FIRST DATA CORP, WP, GDDY
|
13F-HR
|
2/14/2019 |
000138564219000002 |
|
Q3 2018
|
21 |
301,886 |
FIRST DATA CORP, HOME, GPN, LPLA
|
13F-HR
|
11/14/2018 |
000138564218000009 |
|
Q2 2018
|
22 |
227,592 |
FIRST DATA CORP, HOME, GDDY, PYPL
|
13F-HR
|
8/14/2018 |
000138564218000008 |
|
Q1 2018
|
21 |
202,910 |
HOME, PLNT, GDDY, GPN
|
13F-HR
|
5/15/2018 |
000138564218000004 |
|
Q4 2017
|
24 |
194,833 |
HOME, GDDY, GPN, PLNT
|
13F-HR
|
2/14/2018 |
000138564218000002 |
|
Q3 2017
|
27 |
208,265 |
SPY calls, GDDY, PYPL, GPN
|
13F-HR
|
11/14/2017 |
000138564217000011 |
|
Q2 2017
|
24 |
163,648 |
GDDY, PYPL, SLM, GPN
|
13F-HR
|
8/14/2017 |
000138564217000009 |
|
Q1 2017
|
24 |
164,946 |
GDDY, GPN, SLM, WIX
|
13F-HR
|
5/15/2017 |
000138564217000004 |
|
Q4 2016
|
23 |
141,074 |
GDDY, SYF, GPN, WIX
|
13F-HR
|
2/14/2017 |
000138564217000002 |