|
Q3 2024
|
4 |
22,120 |
HES, UNP, TECK-B.TO, EL
|
13F-HR
|
11/14/2024 |
000188471624000007 |
|
Q2 2024
|
14 |
220,234 |
UNP, UDR, HES, TECK-B.TO
|
13F-HR
|
8/14/2024 |
000188471624000004 |
|
Q1 2024
|
16 |
428,780 |
PXD, UNP, CNR.TO, UDR
|
13F-HR
|
5/15/2024 |
000188471624000003 |
|
Q4 2023
|
13 |
435,246 |
UNP, EMR, CNR.TO, UDR
|
13F-HR
|
2/14/2024 |
000188471624000002 |
|
Q3 2023
|
16 |
631,210 |
BDX, EXC, UNP, PTC
|
13F-HR
|
11/14/2023 |
000188471623000011 |
|
Q2 2023
|
15 |
610,244 |
BDX, QGEN, ALC.SW, UNP
|
13F-HR
|
8/14/2023 |
000188471623000010 |
|
Q1 2023
|
15 |
599,342 |
QGEN, ALC.SW, HZNP, CL
|
13F-HR
|
5/15/2023 |
000188471623000007 |
|
Q4 2022
|
18 |
443,335 |
QGEN, ZBH, GOOGL, HZNP
|
RESTATEMENT
|
2/15/2023 |
000188471623000005 |
|
Q3 2022
|
17 |
367,108 |
QGEN, GM calls, GOOGL, ZBH
|
13F-HR
|
11/14/2022 |
000188471622000006 |
|
Q2 2022
|
17 |
310,343 |
QGEN, TERMINIX GLOBAL, ZBH, MRVI
|
13F-HR
|
8/15/2022 |
000188471622000004 |
|
Q1 2022
|
13 |
405,815 |
TERMINIX GLOBAL, QGEN, AZPN, ICE
|
13F-HR
|
5/16/2022 |
000188471622000003 |
|
Q4 2021
|
14 |
165,084 |
TERMINIX GLOBAL, CNHI, AZPN, QGEN
|
13F-HR
|
2/10/2022 |
000156761922003144 |