| Q3 2016 |
29 |
$53.8M |
+$49.2M |
-$6.44M |
+$42.8M |
BABA, INTC, MU, UNP, WDC
|
13F-HR |
11/10/2016, 02:48 PM |
| Q2 2016 |
13 |
$24M |
+$23.1M |
-$66.5K |
+$23.1M |
GIS, ATVI, SWN, HES, HES
|
13F-HR |
8/8/2016, 05:04 PM |
| Q1 2016 |
26 |
$45.4M |
+$43.6M |
-$840K |
+$42.7M |
AAPL, XLU, BABA, PANW, IBM
|
13F-HR |
5/6/2016, 01:46 PM |
| Q4 2015 |
18 |
$30M |
+$28.7M |
|
+$28.7M |
GOOGL, AMZN, FSLR, QCOM, SPWR
|
13F-HR |
2/16/2016, 10:20 AM |
| Q3 2015 |
6 |
$6.65M |
+$5.89M |
-$15.2K |
+$5.88M |
TAP, ANTH, NTIP, ANTH, WLRH
|
13F-HR |
11/16/2015, 08:47 AM |
| Q2 2015 |
28 |
$50.5M |
+$38.2M |
-$3.12M |
+$35.1M |
UPS, SNDK, META, FEYE, SUNEQ
|
13F-HR |
8/14/2015, 10:51 AM |
| Q1 2015 |
25 |
$53.6M |
+$45M |
-$2.65M |
+$42.3M |
AAPL, MCD, META, HAL, BABA
|
13F-HR |
5/15/2015, 10:35 AM |
| Q4 2014 |
15 |
$28.2M |
+$25M |
-$364K |
+$24.7M |
AMZN, META, GRPNXXXX, FEYE, IMPV
|
13F-HR |
2/17/2015, 08:51 AM |
| Q3 2014 |
21 |
$30.7M |
+$16.3M |
-$7.37M |
+$8.92M |
AAPL, SNDK, TWTR, TRN, META
|
13F-HR |
11/14/2014, 09:24 AM |
| Q2 2014 |
53 |
$105M |
+$73.9M |
-$7.34M |
+$66.6M |
HAL, SNDK, DOW, LNG, DISH
|
13F-HR |
8/14/2014, 10:42 AM |
| Q1 2014 |
50 |
$87M |
+$56.4M |
-$11.9M |
+$44.5M |
MSFT, PH, CMI, COH, GTATQ
|
13F-HR |
5/15/2014, 11:09 AM |
| Q4 2013 |
59 |
$133M |
|
|
|
HON, UTX, PCP, FWLT, HON
|
13F-HR |
2/14/2014, 10:19 AM |