Q4 2023 |
1 |
$7K |
+$7K |
-$37.7M |
-$37.7M |
SCLX
|
13F-HR |
2/14/2024, 12:08 PM |
Q3 2023 |
|
|
|
|
|
|
13F-NT |
11/9/2023, 04:12 PM |
Q2 2023 |
24 |
$37.7M |
+$11.1M |
-$8.47M |
+$2.65M |
PXD, BKR, COP, CVX, MRO
|
13F-HR |
8/8/2023, 04:02 PM |
Q1 2023 |
23 |
$44.6M |
+$44.6M |
|
+$44.6M |
PSX, TRP, BKR, MTZ, SU
|
13F-HR |
5/15/2023, 05:21 PM |
Q4 2022 |
|
|
|
|
|
|
13F-NT |
2/14/2023, 01:36 PM |
Q3 2022 |
1 |
$133K |
|
-$119K |
-$119K |
TPIC
|
13F-HR |
11/14/2022, 09:03 AM |
Q2 2022 |
1 |
$280K |
+$36.9K |
|
+$36.9K |
TPIC
|
13F-HR |
8/15/2022, 09:58 AM |
Q1 2022 |
1 |
$276K |
+$276K |
|
+$276K |
TPIC
|
13F-HR |
5/11/2022, 02:53 PM |
Q4 2021 |
1 |
$74K |
|
-$17.4K |
-$17.4K |
CEPU
|
13F-HR |
2/9/2022, 09:51 AM |
Q3 2021 |
26 |
$41.7M |
+$21M |
-$36M |
-$14.9M |
GOOGL, SNAP, WSM, VZIO, LYFT
|
13F-HR |
11/12/2021, 08:45 AM |
Q2 2021 |
29 |
$60.1M |
+$37.9M |
-$26.5M |
+$11.3M |
META, GOOGL, VZIO, TWTR, BIDU
|
13F-HR |
8/6/2021, 12:11 PM |
Q1 2021 |
36 |
$46.6M |
+$21.4M |
-$41.7M |
-$20.3M |
BIDU, META, EA, PYPL, Z
|
13F-HR |
5/14/2021, 10:42 AM |
Q4 2020 |
30 |
$63.9M |
+$55.8M |
-$1.23M |
+$54.5M |
GOOGL, MSFT, META, EXPE, EBAY
|
13F-HR |
2/12/2021, 09:05 AM |
Q3 2020 |
77 |
$110M |
+$98.8M |
-$885K |
+$98M |
MDT, BMY, LLY, BAX, LH
|
13F-HR |
11/13/2020, 12:35 PM |
Q2 2020 |
44 |
$26.2M |
+$26M |
|
+$26M |
ADSK, AMAT, APH, DOCU, LITE
|
13F-HR |
8/13/2020, 08:47 AM |
Q1 2020 |
2 |
$210K |
|
-$197K |
-$197K |
CEPU, AY
|
13F-HR |
5/14/2020, 10:41 AM |
Q4 2019 |
3 |
$785K |
+$70.6K |
-$387K |
-$317K |
CEPU, AY, TPIC
|
13F-HR |
2/14/2020, 08:27 AM |
Q3 2019 |
3 |
$876K |
|
|
|
AY, CEPU, TPIC
|
13F-HR |
11/14/2019, 11:13 AM |
Q2 2019 |
2 |
$1.22M |
|
|
|
CEPU, AY
|
13F-HR |
8/14/2019, 08:39 AM |
Q1 2019 |
3 |
$1.28M |
+$212K |
|
+$212K |
AY, CEPU, SBS
|
13F-HR |
5/14/2019, 09:01 AM |
Q4 2018 |
2 |
$1.07M |
+$514K |
|
+$514K |
AY, CEPU
|
13F-HR |
2/13/2019, 09:14 AM |
Q3 2018 |
74 |
$67.8M |
+$35.1M |
-$2.58M |
+$32.5M |
APD, CTRA, HON, CLR, FANG
|
13F-HR |
11/13/2018, 12:35 PM |
Q2 2018 |
60 |
$39.4M |
+$24.6M |
-$3.12M |
+$21.5M |
DVN, CVX, CTRA, CXO, EQT
|
13F-HR |
8/14/2018, 02:00 PM |
Q1 2018 |
28 |
$17.3M |
+$17.3M |
|
+$17.3M |
EQT, CLR, CNQ, JAG, CVX
|
13F-HR |
5/15/2018, 11:05 AM |
Q4 2017 |
|
|
|
|
|
|
13F-NT |
2/7/2018, 02:09 PM |
Q3 2017 |
59 |
$65.2M |
+$31.9M |
-$17.3M |
+$14.6M |
LLL, PF, BGS, TJX, JCI
|
13F-HR |
11/8/2017, 12:46 PM |
Q2 2017 |
58 |
$66.2M |
+$53.7M |
-$2.16M |
+$51.5M |
PF, EL, HD, DNKN, K
|
13F-HR |
8/9/2017, 12:49 PM |
Q1 2017 |
20 |
$21.9M |
+$21.9M |
|
+$21.9M |
AZO, EL, PEP, NCLH, K
|
13F-HR |
5/12/2017, 01:48 PM |
Q4 2016 |
1 |
$216K |
+$216K |
|
+$216K |
TPIC
|
13F-HR |
2/7/2017, 04:01 PM |
Q3 2016 |
73 |
$45.1M |
+$36.4M |
-$629K |
+$35.8M |
PGR, KEY, META, BABA, VOYA
|
13F-HR |
11/7/2016, 08:43 AM |
Q2 2016 |
19 |
$10.3M |
+$3.83M |
-$187K |
+$3.65M |
META, EDU, OLED, CRM, NFLX
|
13F-HR |
8/9/2016, 04:33 PM |
Q1 2016 |
22 |
$8.13M |
|
|
|
META, IPHI, NFLX, BABA, MLNX
|
13F-HR |
5/11/2016, 03:08 PM |