C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ MEDP - Medpace Holdings Inc. Add 329.26% 155,762 1.98
☰ TRU - TransUnion Add 201.85% 2,144,821 3.93
☰ SARO - Standardaero Inc Add 51.45% 243,568 0.17
☰ RYAN - Ryan Specialty Holdings Inc Add 42.72% 1,974,256 1.77
☰ CIGI - Colliers International Group Inc. Add 38.46% 70,918 0.20
☰ TPG - Tpg Inc Add 15.34% 264,110 0.28
☰ NICE - Nice Ltd Spon ADR Buy 572,311 1.67
☰ NOW - ServiceNow Inc. Buy 533,817 1.48
Q4 2025
☰ SPY - SPDR S&P 500 ETF Trust Add 1,887.79% 5,720 0.08
☰ RYAN - Ryan Specialty Holdings Inc Add 631.67% 3,989,502 3.78
☰ FISV - Fiserv Inc. Add 79.00% 634,483 0.78
☰ KMX - CarMax Inc. Add 25.80% 600,712 0.43
☰ ARES - Ares Management LP Add 25.67% 346,607 1.03
☰ MLKN - MillerKnoll Inc. Add 24.42% 272,783 0.09
☰ FBIN - Fortune Brands Innovations Inc. Add 18.22% 54,492 0.05
☰ CSGP - CoStar Group Inc. Add 17.05% 653,412 0.81
☰ EG - Everest Group Ltd Add 6.51% 92,274 0.58
☰ PK - Park Hotels & Resorts Inc. Add 0.05% 678 0.00
☰ TRU - TransUnion Buy 1,062,584 1.67
☰ SARO - Standardaero Inc Buy 473,415 0.25
☰ IWD - Ishares Russell 1000 Value E Buy 2,748 0.01
Q3 2025
☰ MIDD - Middleby Corp. Add 141.44% 41,373 0.10
☰ KMX - CarMax Inc. Add 135.17% 1,338,134 1.09
☰ CRM - Salesforce.com Add 46.43% 496,033 2.13
☰ ELV - Elevance Health Inc. Add 42.71% 125,464 0.74
☰ PK - Park Hotels & Resorts Inc. Add 25.40% 254,704 0.05
☰ EG - Everest Group Ltd Add 13.85% 172,479 1.10
☰ V - Visa Inc. Add 12.44% 83,119 0.51
☰ ARES - Ares Management LP Add 10.60% 129,368 0.37
☰ TDG - TransDigm Group Inc. Add 7.79% 18,048 0.43
☰ MA - Mastercard Inc. Add 6.47% 28,331 0.29
☰ G - Genpact Ltd. Add 6.30% 44,485 0.03
☰ HEI.A - HEICO Corp. CL A Add 3.36% 8,783 0.04
☰ CSGP - CoStar Group Inc. Add 3.10% 115,125 0.18
☰ IQV - IQVIA Holdings Inc. Add 1.82% 12,177 0.04
☰ SWK - Stanley Black & Decker Inc. Add 1.69% 19,281 0.03
☰ FISV - Fiserv Inc. Buy 803,160 1.87
☰ RYAN - Ryan Specialty Holdings Inc Buy 631,577 0.65
☰ SPY - SPDR S&P 500 ETF Trust Buy 303 0.00
Q2 2025
☰ ARES - Ares Management LP Add 780.73% 1,082,259 3.40
☰ UNH - United Health Group Inc. Add 696.18% 1,069,239 6.09
☰ FBIN - Fortune Brands Innovations Inc. Add 77.85% 142,127 0.13
☰ TKR - Timken Co. Add 56.11% 100,106 0.13
☰ CRM - Salesforce.com Add 47.65% 344,762 1.71
☰ SEE - Sealed Air Corp Add 22.84% 152,711 0.08
☰ SWK - Stanley Black & Decker Inc. Add 21.75% 204,045 0.27
☰ LFUS - Littelfuse Inc. Add 12.83% 29,205 0.12
☰ AMZN - Amazon.com Inc. Add 10.51% 184,502 0.74
☰ TPG - Tpg Inc Add 9.10% 165,534 0.17
☰ PK - Park Hotels & Resorts Inc. Add 2.80% 27,312 0.01
☰ IQV - IQVIA Holdings Inc. Buy 668,756 2.01
☰ SSNC - SS&C Technologies Holdings Inc. Buy 474,715 0.77
Q1 2025
☰ MEDP - Medpace Holdings Inc. Add 221.61% 224,578 1.28
☰ PRG - PROG Holdings Inc. Add 84.34% 311,917 0.16
☰ DNB - Dun & Bradstreet Hldgs Inc Add 50.31% 1,373,476 0.23
☰ EG - Everest Group Ltd Add 35.76% 350,019 2.39
☰ UNH - United Health Group Inc. Add 35.33% 40,097 0.39
☰ JLL - Jones Lang Lasalle Inc. Add 22.89% 99,837 0.46
☰ FBIN - Fortune Brands Innovations Inc. Add 20.19% 30,671 0.04
☰ MSFT - Microsoft Corp. Add 17.24% 204,881 1.45
☰ LFUS - Littelfuse Inc. Add 13.72% 27,462 0.10
☰ NICE - Nice Ltd Spon ADR Add 9.63% 91,929 0.27
☰ TDG - TransDigm Group Inc. Add 5.64% 13,286 0.35
☰ TPG - Tpg Inc Buy 1,819,376 1.62
☰ SWK - Stanley Black & Decker Inc. Buy 938,140 1.35
Q4 2024
☰ CCK - Crown Holdings Add 450.53% 674,072 0.93
☰ EG - Everest Group Ltd Add 279.14% 720,572 4.37
☰ MEDP - Medpace Holdings Inc. Add 119.82% 55,237 0.31
☰ QRVO - Qorvo Inc. Add 53.75% 902,353 1.06
☰ MSFT - Microsoft Corp. Add 44.53% 366,085 2.58
☰ ELV - Elevance Health Inc. Add 41.04% 114,607 0.71
☰ SWKS - Skyworks Solutions Inc. Add 29.17% 1,194,782 1.77
☰ TDG - TransDigm Group Inc. Add 20.82% 40,624 0.86
☰ CSGP - CoStar Group Inc. Add 15.11% 669,549 0.80
☰ MLKN - MillerKnoll Inc. Add 12.79% 141,936 0.05
☰ V - Visa Inc. Add 5.27% 50,208 0.27
☰ CBRE - CBRE Group Add 3.56% 69,848 0.15
☰ GOOG - Alphabet Inc. CL C Add 2.72% 51,286 0.16
☰ MA - Mastercard Inc. Add 1.78% 11,466 0.10
☰ UNH - United Health Group Inc. Buy 113,489 0.96
☰ DEO - Diageo ADR Buy 91,776 0.19
☰ MIDD - Middleby Corp. Buy 82,179 0.19
☰ FBIN - Fortune Brands Innovations Inc. Buy 151,894 0.17
☰ SPY - SPDR S&P 500 ETF Trust Buy 13,518 0.13
☰ RTO - Rentokil Initial Plc Buy 215,880 0.09
☰ IHG - Intercontinental Hotels Grou Buy 2,736 0.01
☰ IWD - Ishares Russell 1000 Value E Buy 3,336 0.01
Q3 2024
☰ AYI - Acuity Brands Inc. Add 65.83% 18,320 0.08
☰ PK - Park Hotels & Resorts Inc. Add 42.39% 390,205 0.09
☰ MEDP - Medpace Holdings Inc. Add 19.43% 7,501 0.04
☰ CSGP - CoStar Group Inc. Add 7.03% 290,902 0.37
☰ EG - Everest Group Ltd Buy 258,141 1.69
☰ G - Genpact Ltd. Buy 1,383,140 0.91
Q2 2024
☰ KMX - CarMax Inc. Add 299.68% 1,369,986 1.53
☰ CCK - Crown Holdings Add 162.10% 113,406 0.13
☰ CSGP - CoStar Group Inc. Add 90.12% 1,961,917 2.22
☰ CRM - Salesforce.com Add 76.06% 637,710 2.50
☰ NICE - Nice Ltd Spon ADR Add 49.73% 394,715 1.04
☰ LYV - Live Nation Inc. Add 46.50% 855,197 1.23
☰ SWKS - Skyworks Solutions Inc. Add 38.79% 1,262,964 2.05
☰ QRVO - Qorvo Inc. Add 34.95% 550,111 0.98
☰ DNB - Dun & Bradstreet Hldgs Inc Add 26.76% 1,099,217 0.16
☰ CBRE - CBRE Group Add 4.84% 123,108 0.17
☰ CIGI - Colliers International Group Inc. Add 4.64% 20,150 0.03
☰ PLNT - Planet Fitness Inc Buy 97,386 0.11
Q1 2024
☰ UNH - United Health Group Inc. Add 70.31% 73,997 0.53
☰ CSGP - CoStar Group Inc. Add 36.01% 576,383 0.81
☰ DNB - Dun & Bradstreet Hldgs Inc Add 18.32% 636,053 0.09
☰ MLKN - MillerKnoll Inc. Add 17.07% 185,585 0.07
☰ SWKS - Skyworks Solutions Inc. Add 12.61% 364,504 0.57
☰ CBRE - CBRE Group Add 5.42% 130,854 0.18
☰ ABM - ABM Industries Add 2.88% 39,313 0.03
☰ G - Genpact Ltd. Add 2.57% 32,194 0.02
☰ ELV - Elevance Health Inc. Add 1.38% 5,323 0.04
☰ LYV - Live Nation Inc. Buy 1,839,266 2.82
☰ SBUX - Starbucks Corp. Buy 791,326 1.05
☰ KMX - CarMax Inc. Buy 457,153 0.58
☰ CCK - Crown Holdings Buy 69,962 0.08
Q4 2023
☰ BALL - Ball Corp. Add 12.11% 189,577 0.16
☰ PRG - PROG Holdings Inc. Add 6.49% 62,255 0.03
☰ DNB - Dun & Bradstreet Hldgs Inc Add 6.33% 206,483 0.04
☰ SPY - SPDR S&P 500 ETF Trust Buy 3,472 0.02
Q3 2023
☰ DNB - Dun & Bradstreet Hldgs Inc Add 178.78% 2,093,525 0.32
☰ TKR - Timken Co. Add 139.43% 233,791 0.26
☰ SSNC - SS&C Technologies Holdings Inc. Add 58.71% 931,608 0.74
☰ SEE - Sealed Air Corp Add 44.34% 351,545 0.18
☰ ABM - ABM Industries Add 32.22% 410,933 0.25
☰ NICE - Nice Ltd Spon ADR Add 23.05% 195,359 0.51
☰ G - Genpact Ltd. Add 5.88% 77,692 0.04
☰ FISV - Fiserv Inc. Add 4.28% 34,041 0.06
☰ MAR - Marriott Int'l. Buy 424,700 1.27
☰ UNH - United Health Group Inc. Buy 123,681 0.95
☰ TXN - Texas Instruments Buy 344,797 0.84
Q2 2023
☰ AYI - Acuity Brands Inc. Add 123.82% 84,649 0.17
☰ SEE - Sealed Air Corp Add 67.39% 319,183 0.16
☰ ELV - Elevance Health Inc. Add 34.68% 140,817 0.79
☰ CIGI - Colliers International Group Inc. Add 8.14% 45,552 0.06
☰ CBRE - CBRE Group Add 5.57% 158,211 0.16
☰ JLL - Jones Lang Lasalle Inc. Add 5.38% 75,746 0.15
☰ MLKN - MillerKnoll Inc. Add 1.82% 27,557 0.01
☰ SWKS - Skyworks Solutions Inc. Add 0.81% 29,290 0.04
☰ FISV - Fiserv Inc. Buy 795,494 1.26
☰ SSNC - SS&C Technologies Holdings Inc. Buy 1,586,793 1.21
☰ G - Genpact Ltd. Buy 1,321,562 0.62
☰ DNB - Dun & Bradstreet Hldgs Inc Buy 1,171,002 0.17
Q1 2023
☰ MEDP - Medpace Holdings Inc. Add 43.84% 67,229 0.16
☰ ELV - Elevance Health Inc. Add 29.47% 92,403 0.54
☰ FWRD - Forward Air Corp Add 28.78% 65,358 0.09
☰ MLKN - MillerKnoll Inc. Add 23.58% 289,219 0.07
☰ ARES - Ares Management LP Add 23.43% 527,361 0.56
☰ CSGP - CoStar Group Inc. Add 14.91% 401,547 0.35
☰ ABM - ABM Industries Add 11.81% 141,276 0.08
☰ GOOG - Alphabet Inc. CL C Add 6.81% 268,820 0.35
☰ MSFT - Microsoft Corp. Add 5.15% 106,177 0.39
☰ JLL - Jones Lang Lasalle Inc. Add 3.97% 53,801 0.10
☰ NICE - Nice Ltd Spon ADR Add 3.38% 29,322 0.08
☰ AMZN - Amazon.com Inc. Add 2.58% 130,833 0.17
☰ SMRT - SmartRent Inc. Add 2.41% 324,673 0.01
☰ VRTS - Virtus Invt Partners Inc Add 2.37% 5,265 0.01
☰ ABT - Abbott Labs Add 0.94% 8,444 0.01
☰ PK - Park Hotels & Resorts Inc. Add 0.61% 23,623 0.00
☰ PRG - PROG Holdings Inc. Add 0.28% 2,996 0.00
☰ UPS - United Parcel Service Buy 383,604 0.94
☰ CNM - Core & Main Inc Buy 979,179 0.29
☰ SEE - Sealed Air Corp Buy 473,615 0.28
☰ AYI - Acuity Brands Inc. Buy 68,365 0.16
☰ CW - Curtiss-Wright Corp. Buy 29,370 0.07
Q4 2022
☰ NICE - Nice Ltd Spon ADR Buy 868,097 2.24
☰ BALL - Ball Corp. Buy 2,404,041 1.65
☰ ABT - Abbott Labs Buy 897,863 1.32
☰ FWRD - Forward Air Corp Buy 227,069 0.32
☰ SPY - SPDR S&P 500 ETF Trust Buy 33,614 0.17
☰ IWM - iShares Russell 2000 ETF Buy 29,752 0.07
Q3 2022
☰ GOOG - Alphabet Inc. CL C Add 1,920.34% 4,139,186 4.66
☰ CIGI - Colliers International Group Inc. Add 71.94% 297,364 0.32
☰ CBRE - CBRE Group Add 46.08% 1,203,756 0.95
☰ PK - Park Hotels & Resorts Inc. Add 44.92% 1,706,417 0.23
☰ JLL - Jones Lang Lasalle Inc. Add 38.19% 401,988 0.71
☰ LFUS - Littelfuse Inc. Add 32.74% 116,222 0.27
☰ MSFT - Microsoft Corp. Add 30.12% 571,035 1.56
☰ MLKN - MillerKnoll Inc. Add 27.50% 374,921 0.07
☰ SWKS - Skyworks Solutions Inc. Add 0.27% 12,435 0.01
☰ ELV - Elevance Health Inc. Buy 391,053 2.08
☰ ARES - Ares Management LP Buy 2,430,825 1.76
☰ TKR - Timken Co. Buy 610,375 0.42
Q2 2022
☰ SMRT - SmartRent Inc. Add 5.26% 836,478 0.04
☰ ABM - ABM Industries Add 4.97% 65,617 0.03
☰ PRG - PROG Holdings Inc. Add 1.89% 52,448 0.01
☰ VRTS - Virtus Invt Partners Inc Add 1.41% 5,177 0.01
☰ ENS - EnerSys Add 0.75% 8,019 0.00
☰ GE - GE Aerospace Buy 7,357,452 4.58
☰ CBRE - CBRE Group Buy 2,612,123 1.88
☰ JLL - Jones Lang Lasalle Inc. Buy 1,052,644 1.80
☰ SNBR - Sleep Number Corp Buy 1,562,656 0.47
☰ IWD - Ishares Russell 1000 Value E Buy 13,164 0.02
Q1 2022
☰ MEDP - Medpace Holdings Inc. Add 141.44% 329,023 0.33
☰ PRCH - Porch Group Inc Add 112.18% 6,805,350 0.29
☰ SMRT - SmartRent Inc. Add 75.68% 6,851,061 0.21
☰ UPST - Upstart Holdings Inc Add 49.45% 2,395,892 1.60
☰ LFUS - Littelfuse Inc. Add 36.37% 96,607 0.15
☰ PRG - PROG Holdings Inc. Add 34.22% 706,137 0.12
☰ CRNC - Cerence Inc Add 26.62% 553,647 0.12
☰ VRTS - Virtus Investment Partners Inc Add 8.64% 29,282 0.04
☰ APP - Applovin Corp. Add 8.06% 782,133 0.26
☰ W - Wayfair Inc. Add 6.72% 247,230 0.17
☰ NVDA - NVIDIA Corp. Add 6.40% 126,014 0.21
☰ ITRN - Ituran Location & Control Ltd. Add 3.43% 107,788 0.02
☰ ENS - EnerSys Add 2.17% 22,686 0.01
☰ CRM - Salesforce.com Add 0.15% 5,590 0.01
Q4 2021
☰ ENS - EnerSys Add 99.81% 522,370 0.21
☰ MLKN - MillerKnoll Inc. Add 65.24% 854,071 0.17
☰ ITRN - Ituran Location & Control Ltd. Add 60.63% 1,184,619 0.16
☰ SMRT - SmartRent Inc. Add 45.02% 2,810,288 0.14
☰ PRG - PROG Holdings Inc. Add 34.61% 530,587 0.12
☰ SWKS - Skyworks Solutions Inc. Add 32.50% 1,348,943 1.07
☰ W - Wayfair Inc. Add 30.85% 867,799 0.84
☰ CRNC - Cerence Inc Add 30.47% 485,756 0.19
☰ QRVO - Qorvo Inc. Add 30.08% 1,304,458 1.04
☰ V - Visa Inc. Add 24.21% 828,347 0.92
☰ PK - Park Hotels & Resorts Inc. Add 21.40% 860,175 0.08
☰ UPST - Upstart Hldgs Inc Add 14.00% 594,854 0.46
☰ VRTS - Virtus Invt Partners Inc Add 12.87% 38,640 0.06
☰ META - Meta Platforms Inc. Add 9.88% 208,506 0.36
☰ TDG - TransDigm Group Inc. Add 8.80% 179,787 0.58
☰ MA - Mastercard Inc. Add 3.09% 119,194 0.22
☰ AMZN - Amazon.com Inc. Add 2.33% 177,760 0.15
☰ APP - Applovin Corp. Buy 9,706,589 4.68
☰ SPLK - Splunk Inc Buy 4,627,610 2.74
☰ PRCH - Porch Group Inc Buy 6,066,295 0.48
☰ SPY - SPDR S&P 500 ETF Trust Buy 7,670 0.02
☰ IWM - iShares Russell 2000 ETF Buy 940 0.00
Q3 2021
☰ UPST - Upstart Hldgs Inc Add 179.43% 2,729,357 4.64
☰ NVDA - NVIDIA Corp. Add 177.05% 2,072,210 2.31
☰ PK - Park Hotels & Resorts Inc. Add 176.15% 2,564,414 0.26
☰ AMAT - Applied Materials Add 97.52% 2,995,539 2.07
☰ LFUS - Littelfuse Inc. Add 54.66% 96,516 0.14
☰ MEDP - Medpace Holdings Inc. Add 37.01% 83,328 0.08
☰ PRG - PROG Holdings Inc. Add 22.66% 283,264 0.06
☰ CW - Curtiss-Wright Corp. Add 19.90% 85,477 0.06
☰ ABM - ABM Industries Add 19.33% 275,424 0.07
☰ ENS - EnerSys Add 15.40% 69,860 0.03
☰ MLKN - MillerKnoll Inc. Add 12.18% 142,138 0.03
☰ SWKS - Skyworks Solutions Inc. Add 8.72% 333,007 0.30
☰ MA - Mastercard Inc. Add 6.49% 235,046 0.44
☰ 2IY - Cushman Wakefield Plc Add 5.03% 594,303 0.06
☰ AMZN - Amazon.com Inc. Add 4.35% 317,920 0.28
☰ W - Wayfair Inc. Add 4.00% 108,291 0.15
☰ TDG - TransDigm Group Inc. Add 3.58% 70,579 0.24
☰ QRVO - Qorvo Inc. Add 2.85% 120,196 0.11
☰ HEI.A - HEICO Corp. CL A Add 2.57% 110,598 0.07
☰ ITRN - Ituran Location & Control Ltd. Add 2.02% 38,625 0.01
☰ VRTS - Virtus Invt Partners Inc Add 1.61% 4,750 0.01
☰ CSGP - CoStar Group Inc. Add 0.14% 10,092 0.00
☰ LRCX - Lam Research Buy 896,631 2.74
☰ SMRT - SmartRent Inc. Buy 6,242,638 0.44
☰ ESMT - EngageSmart Inc Buy 140,000 0.03
Q2 2021
☰ CSGP - CoStar Group Inc. Add 971.24% 6,444,877 2.89
☰ CRNC - Cerence Inc Add 69.13% 725,288 0.42
☰ UPST - Upstart Hldgs Inc Add 54.73% 538,016 0.36
☰ LFUS - Littelfuse Inc. Add 25.43% 35,804 0.05
☰ PRG - PROG Holdings Inc. Add 17.44% 185,576 0.05
☰ CW - Curtiss-Wright Corp. Add 9.66% 37,848 0.02
☰ PK - Park Hotels & Resorts Inc. Add 9.43% 125,470 0.01
☰ CIGI - Colliers International Group Inc. Add 8.47% 54,280 0.03
☰ VRTS - Virtus Invt Partners Inc Add 6.08% 16,939 0.03
☰ W - Wayfair Inc. Add 4.18% 108,547 0.19
☰ 2IY - Cushman Wakefield Plc Add 2.69% 309,822 0.03
☰ MLKN - MillerKnoll Inc. Add 1.48% 16,993 0.00
☰ HEI.A - HEICO Corp. CL A Add 1.02% 43,322 0.03
☰ ABM - ABM Industries Add 0.20% 2,773 0.00
☰ AMAT - Applied Materials Buy 3,071,614 2.37
☰ MEDP - Medpace Holdings Inc. Buy 225,176 0.22
Q1 2021
☰ CSL - Carlisle Companies Add 62.76% 133,320 0.13
☰ V - Visa Inc. Add 37.63% 1,226,342 1.53
☰ CRM - Salesforce.com Add 35.55% 1,107,432 1.38
☰ CSGP - CoStar Group Inc. Add 33.43% 166,264 0.81
☰ HEI.A - HEICO Corp. CL A Add 31.27% 1,015,754 0.68
☰ AMZN - Amazon.com Inc. Add 24.00% 1,417,920 1.29
☰ W - Wayfair Inc. Add 20.52% 441,982 0.82
☰ PRG - PROG Holdings Inc. Add 17.29% 156,858 0.04
☰ META - Meta Platforms Inc. Add 17.25% 335,839 0.58
☰ ABM - ABM Industries Add 15.77% 193,693 0.06
☰ CIGI - Colliers International Group Inc. Add 13.18% 74,632 0.04
☰ MA - Mastercard Inc. Add 11.91% 391,455 0.82
☰ CW - Curtiss-Wright Corp. Add 9.16% 32,862 0.02
☰ MLKN - MillerKnoll Inc. Add 7.08% 76,066 0.02
☰ SSNC - SS&C Technologies Holdings Inc. Add 5.12% 284,653 0.12
☰ TDG - TransDigm Group Inc. Add 1.77% 35,401 0.12
☰ 2IY - Cushman Wakefield Plc Add 1.20% 136,714 0.01
☰ NVDA - NVIDIA Corp. Buy 1,415,791 4.46
☰ SAP - SAP SE Buy 4,497,599 3.26
☰ SGI - Somnigroup International Inc. Buy 380,253 0.08
Q4 2020
☰ CRNC - Cerence Inc Add 304.46% 870,737 0.56
☰ CRM - Salesforce.com Add 73.76% 1,322,274 1.90
☰ HEI.A - HEICO Corp. CL A Add 52.94% 1,124,221 0.85
☰ ABM - ABM Industries Add 45.36% 383,236 0.09
☰ KNL - Knoll Inc Add 34.52% 847,014 0.08
☰ AYI - Acuity Brands Inc. Add 19.38% 50,437 0.04
☰ MA - Mastercard Inc. Add 13.47% 390,154 0.90
☰ 2IY - Cushman Wakefield Plc Add 10.65% 1,094,289 0.10
☰ COHR - Coherent Corp. Add 10.52% 35,524 0.03
☰ CSGP - CoStar Group Inc. Add 8.48% 38,864 0.23
☰ TDG - TransDigm Group Inc. Add 7.08% 132,060 0.53
☰ CVS - CVS Health Corp. Add 5.85% 178,500 0.08
☰ AMZN - Amazon.com Inc. Add 5.48% 306,800 0.32
☰ V - Visa Inc. Add 4.54% 141,656 0.20
☰ CG - Carlyle Group Add 3.63% 889,551 0.18
☰ CW - Curtiss-Wright Corp. Add 3.22% 11,196 0.01
☰ MSFT - Microsoft Corp. Add 2.79% 80,743 0.12
☰ META - Meta Platforms Inc. Add 0.19% 3,724 0.01
☰ W - Wayfair Inc. Buy 2,154,264 3.15
☰ SSNC - SS&C Technologies Holdings Inc. Buy 5,558,141 2.61
☰ UPST - Upstart Hldgs Inc Buy 1,591,806 0.42
☰ PRG - PROG Holdings Inc. Buy 907,382 0.32
Q3 2020
☰ 6683 - General Electric Co Add 455.60% 53,395,692 2.58
☰ TDG - TransDigm Group Inc. Add 80.04% 829,729 3.07
☰ CACC - Credit Acceptance Corp. Add 26.93% 337,034 0.89
☰ CSL - Carlisle Companies Add 26.68% 44,834 0.04
☰ 2IY - Cushman Wakefield Plc Add 13.13% 1,192,787 0.10
☰ JLL - Jones Lang Lasalle Inc. Add 2.43% 117,524 0.09
☰ ENS - EnerSys Add 1.82% 13,244 0.01
☰ PK - Park Hotels & Resorts Inc. Add 1.67% 93,383 0.01
☰ CG - Carlyle Group Add 0.98% 237,635 0.05
☰ ITRN - Ituran Location & Control Ltd. Add 0.46% 11,487 0.00
☰ ELV - Elevance Health Inc. Add 0.33% 5,995 0.01
☰ CSGP - CoStar Group Inc. Buy 458,447 3.03
☰ HEI.A - HEICO Corp. CL A Buy 2,123,714 1.46
☰ CIGI - Colliers International Group Inc. Buy 567,658 0.29
☰ CW - Curtiss-Wright Corp. Buy 347,579 0.25
☰ ABM - ABM Industries Buy 844,862 0.24
Q2 2020
☰ LFUS - Littelfuse Inc. Add 119.24% 174,954 0.23
☰ KNL - Knoll Inc Add 76.90% 1,178,097 0.11
☰ MA - Mastercard Inc. Add 55.61% 1,056,225 2.46
☰ ORCL - Oracle Corp. Add 41.19% 1,509,151 0.66
☰ ACIW - ACI Worldwide Inc. Add 37.69% 320,324 0.07
☰ AYI - Acuity Brands Inc. Add 25.04% 55,758 0.04
☰ PK - Park Hotels & Resorts Inc. Add 24.52% 1,097,747 0.08
☰ 2IY - Cushman Wakefield Plc Add 23.44% 1,725,024 0.17
☰ V - Visa Inc. Add 17.19% 466,557 0.71
☰ ITRN - Ituran Location & Control Ltd. Add 16.82% 361,957 0.05
☰ AMZN - Amazon.com Inc. Add 13.63% 785,020 0.85
☰ JLL - Jones Lang Lasalle Inc. Add 13.33% 569,212 0.46
☰ VRTS - Virtus Invt Partners Inc Add 10.52% 40,371 0.04
☰ MLKN - MillerKnoll Inc. Add 8.98% 125,776 0.02
☰ ENS - EnerSys Add 5.63% 38,736 0.02
☰ ELV - Elevance Health Inc. Add 5.59% 96,663 0.20
☰ TDG - TransDigm Group Inc. Buy 1,036,705 3.61
☰ CRM - Salesforce.com Buy 1,906,655 2.81
☰ 6683 - General Electric Co Buy 11,719,875 0.63
☰ CRNC - Cerence Inc Buy 749,635 0.24
☰ TKR - Timken Co. Buy 537,406 0.19
☰ CSL - Carlisle Companies Buy 168,052 0.16
Q1 2020
☰ JLL - Jones Lang Lasalle Inc. Add 528.74% 3,591,685 3.76
☰ PK - Park Hotels & Resorts Inc. Add 395.73% 3,574,355 0.30
☰ CACC - Credit Acceptance Corp. Add 343.08% 1,118,552 2.97
☰ WH - Wyndham Hotels & Resorts Inc Add 208.79% 762,382 0.25
☰ 9TP - Texas Pac Ld Tr Add 71.69% 13,078 0.05
☰ BKNG - Booking Holdings Inc. Add 62.12% 1,978,400 1.10
☰ HLT - Hilton Worldwide Holdings Add 61.77% 3,685,134 2.61
☰ CZN - Crane Co Add 39.34% 148,824 0.08
☰ LFUS - Littelfuse Inc. Add 31.69% 35,308 0.05
☰ GOOG - Alphabet Inc. CL C Add 29.84% 152,717 1.84
☰ ITRN - Ituran Location & Control Ltd. Add 28.99% 483,652 0.07
☰ SWKS - Skyworks Solutions Inc. Add 28.72% 1,934,711 1.79
☰ QRVO - Qorvo Inc. Add 19.59% 1,616,564 1.35
☰ MMI - Marcus & Millichap Inc. Add 18.86% 167,017 0.05
☰ VRTS - Virtus Invt Partners Inc Add 14.54% 48,706 0.04
☰ ENS - EnerSys Add 7.28% 46,679 0.02
☰ AXS - Axis Capital Holdings Ltd. Add 6.08% 37,659 0.01
☰ 2IY - Cushman Wakefield Plc Add 4.10% 290,199 0.04
☰ V - Visa Inc. Add 3.14% 82,621 0.14
☰ MSFT - Microsoft Corp. Add 1.31% 41,845 0.07
☰ CG - Carlyle Group Buy 25,068,029 5.62
☰ MLKN - MillerKnoll Inc. Buy 1,400,999 0.32
☰ KNL - Knoll Inc Buy 1,532,045 0.16
☰ WBT - Welbilt Inc Buy 1,000 0.00
Q4 2019
☰ SABR - Sabre Corp. Add 117.88% 890,799 0.16
☰ MAR - Marriott Int'l. Add 116.29% 1,687,776 1.97
☰ WH - Wyndham Hotels & Resorts Inc Add 92.75% 175,706 0.09
☰ META - Meta Platforms Inc. Add 51.82% 849,758 1.34
☰ SNBR - Sleep Number Corp Add 33.75% 402,541 0.15
☰ MA - Mastercard Inc. Add 25.11% 441,202 1.02
☰ MMI - Marcus & Millichap Inc. Add 22.98% 165,439 0.05
☰ HLT - Hilton Worldwide Holdings Add 22.10% 1,079,574 0.92
☰ MSFT - Microsoft Corp. Add 11.49% 329,290 0.40
☰ ITRN - Ituran Location & Control Ltd. Add 8.20% 126,437 0.02
☰ AMZN - Amazon.com Inc. Add 7.40% 453,080 0.32
☰ V - Visa Inc. Add 6.72% 165,588 0.24
☰ ELV - Elevance Health Inc. Add 5.74% 101,202 0.24
☰ 2IY - Cushman & Wakefield PLC Add 5.49% 367,874 0.06
☰ VRTS - Virtus Investment Partners Inc Add 5.12% 16,320 0.02
☰ KKR - KKR & Co. L.P. Add 4.35% 1,254,969 0.28
☰ GOOG - Alphabet Inc. CL C Add 3.60% 17,780 0.18
☰ ORCL - Oracle Corp. Add 3.04% 172,084 0.07
☰ CSL - Carlisle Companies Add 0.35% 578 0.00
☰ CACC - Credit Acceptance Corp. Buy 326,037 1.11
☰ PK - Park Hotels & Resorts Inc. Buy 903,224 0.18
☰ LFUS - Littelfuse Inc. Buy 111,417 0.16
☰ FTDR - frontdoor Inc Buy 360,558 0.13
☰ 9TP - Texas Pacific Land Trust Buy 18,242 0.11
☰ B - Barrick Mining Corp. Buy 170,841 0.08
☰ IWD - Ishares Russell 1000 Value E Buy 15,632 0.02
☰ IWN - Ishares Russell 2000 Value E Buy 5,723 0.01
☰ UNH - United Health Group Inc. Buy 651 0.00
Q3 2019
☰ REZI - Resideo Technologies Inc. Add 112.59% 4,438,929 0.54
☰ CZN - Crane Co Add 61.68% 160,919 0.11
☰ ORCL - Oracle Corp. Add 59.67% 2,114,769 0.99
☰ META - Meta Platforms Inc. Add 56.56% 592,421 0.89
☰ ELV - Elevance Health Inc. Add 50.26% 590,037 1.20
☰ MSM - MSC Industrial Direct Add 15.94% 65,074 0.04
☰ HLT - Hilton Worldwide Holdings Add 14.41% 615,524 0.49
☰ AMZN - Amazon.com Inc. Add 11.85% 648,940 0.48
☰ VRTS - Virtus Invt Partners Inc Add 10.55% 30,404 0.03
☰ KKR - KKR & Co. L.P. Add 10.38% 2,714,545 0.62
☰ MA - Mastercard Inc. Add 10.20% 162,619 0.37
☰ GOOG - Alphabet Inc. CL C Add 9.99% 44,857 0.46
☰ MSFT - Microsoft Corp. Add 8.53% 225,154 0.26
☰ CDK - Cdk Global Inc Add 8.22% 55,760 0.02
☰ CSL - Carlisle Companies Add 7.21% 11,022 0.01
☰ QRVO - Qorvo Inc. Add 7.12% 772,147 0.48
☰ NOV - Nov Inc. Add 6.67% 1,720,314 0.31
☰ V - Visa Inc. Add 5.84% 136,049 0.20
☰ WCC - WESCO International Inc. Add 4.48% 43,179 0.02
☰ NVDA - NVIDIA Corp. Add 4.24% 163,409 0.24
☰ PH - Parker-Hannifin Add 2.49% 29,908 0.05
☰ MAR - Marriott Int'l. Add 1.30% 18,581 0.02
☰ COR - Amerisourcebergen Corp Add 0.01% 383 0.00
☰ BAM.A - Brookfield Asset Mgmt Inc Buy 3,815,009 1.71
☰ ENS - EnerSys Buy 643,656 0.36
☰ MMI - Marcus & Millichap Inc. Buy 719,969 0.22
☰ WH - Wyndham Hotels & Resorts Inc Buy 189,441 0.08
Q2 2019
☰ ELV - Elevance Health Inc. Add 2,134,510.91% 1,173,981 2.95
☰ NVDA - NVIDIA Corp. Add 68.56% 1,567,283 2.29
☰ SNBR - Sleep Number Corp Add 59.09% 646,696 0.23
☰ COR - Amerisourcebergen Corp Add 40.73% 1,000,905 0.76
☰ WCC - WESCO International Inc. Add 30.80% 226,949 0.10
☰ SABR - Sabre Corp. Add 22.63% 338,850 0.07
☰ NOV - Nov Inc. Add 21.60% 4,580,446 0.91
☰ CVS - CVS Health Corp. Add 12.17% 968,162 0.47
☰ SWKS - Skyworks Solutions Inc. Add 12.16% 1,018,394 0.70
☰ GOOG - Alphabet Inc. CL C Add 10.63% 43,165 0.42
☰ JLL - Jones Lang Lasalle Inc. Add 8.94% 65,265 0.08
☰ QRVO - Qorvo Inc. Add 1.61% 172,176 0.10
☰ UPS - United Parcel Service Add 1.26% 51,795 0.05
☰ BKNG - Booking Holdings Inc. Buy 3,313,550 2.21
☰ BLK - BlackRock Inc. Buy 220,547 0.92
☰ REZI - Resideo Technologies Inc. Buy 3,942,514 0.77
☰ CDK - Cdk Global Inc Buy 677,972 0.30
☰ FWRD - Forward Air Corp Buy 460 0.00
Q1 2019
☰ CZN - Crane Co. Add 107,582.13% 282,941 0.21
☰ CVS - CVS Health Corp. Add 56.77% 2,881,953 1.34
☰ BID - Sotheby's Add 32.39% 771,530 0.25
☰ VRTS - Virtus Investment Partners Inc. Add 25.75% 100,714 0.08
☰ AMZN - Amazon.com Inc. Add 22.27% 1,131,480 0.87
☰ SABR - Sabre Corp. Add 19.81% 247,578 0.05
☰ 2IY - Cushman & Wakefield Plc Add 7.26% 566,696 0.09
☰ SPGI - S&P Global Inc. Add 1.67% 29,993 0.05
☰ NVDA - NVIDIA Corp. Buy 2,285,970 3.54
☰ MAR - Marriott Int'l. Buy 1,572,573 1.70
Q4 2018
☰ COHR - Coherent Corp. Add 150.05% 731,636 0.71
☰ TER - Teradyne Inc. Add 120.12% 6,751,360 1.95
☰ BID - Sothebys Add 97.62% 1,176,708 0.43
☰ VRTS - Virtus Invt Partners Inc Add 83.20% 177,665 0.13
☰ SPGI - S&P Global Inc. Add 55.63% 640,818 1.00
☰ UPS - United Parcel Service Add 55.33% 1,617,283 1.45
☰ NOV - Nov Inc. Add 48.23% 7,066,447 1.68
☰ HLT - Hilton Worldwide Holdings Add 47.41% 3,251,967 2.15
☰ QRVO - Qorvo Inc. Add 43.14% 3,472,415 1.94
☰ SWKS - Skyworks Solutions Inc. Add 39.01% 2,697,793 1.67
☰ MA - Mastercard Inc. Add 37.71% 1,005,477 1.75
☰ GOOG - Alphabet Inc. CL C Add 35.10% 117,705 1.13
☰ JLL - Jones Lang Lasalle Inc. Add 27.54% 199,577 0.23
☰ META - Meta Platforms Inc. Add 27.13% 472,049 0.57
☰ CSL - Carlisle Companies Add 26.67% 72,089 0.07
☰ AYI - Acuity Brands Inc. Add 23.66% 106,119 0.11
☰ KKR - KKR & Co. L.P. Add 15.46% 3,931,115 0.71
☰ 2IY - Cushman Wakefield Plc Add 1.09% 84,164 0.01
☰ V - Visa Inc. Add 0.71% 24,229 0.03
☰ AMZN - Amazon.com Inc. Buy 5,080,560 3.52
☰ MSFT - Microsoft Corp. Buy 3,344,742 3.13
☰ FTDR - Frontdoor Inc Buy 1,441,489 0.35
☰ IWD - Ishares Russell 1000 Value E Buy 30,490 0.03
Q3 2018
☰ LSTR - Landstar Sys Inc Add 329.53% 120,964 0.11
☰ DESP - Despegar Com Corp Add 101.45% 2,674,093 0.33
☰ BID - Sothebys Add 68.27% 489,069 0.17
☰ STT - State Street Corp. Add 54.93% 2,720,304 1.66
☰ AVGO - Broadcom Inc. Add 46.40% 430,330 0.77
☰ MCK - McKesson Corp. Add 43.81% 1,650,873 1.60
☰ HLT - Hilton Worldwide Holdings Add 39.55% 1,943,618 1.14
☰ TER - Teradyne Inc. Add 33.32% 1,404,874 0.38
☰ META - Meta Platforms Inc. Add 27.38% 373,982 0.45
☰ BNY - Bank of New York Mellon Corp. Add 19.01% 1,495,981 0.56
☰ VSM - Versum Matls Inc Add 15.85% 88,553 0.02
☰ MSM - MSC Industrial Direct Add 8.24% 47,589 0.03
☰ NTRS - Northern Trust Corp. Add 5.29% 133,428 0.10
☰ SWKS - Skyworks Solutions Inc. Add 5.09% 334,718 0.22
☰ QRVO - Qorvo Inc. Add 3.22% 251,261 0.14
☰ EG - Everest Group Ltd Add 2.24% 41,009 0.07
☰ COR - Amerisourcebergen Corp Add 1.34% 66,811 0.04
☰ SPGI - S&P Global Inc. Add 1.07% 12,157 0.02
☰ UPS - United Parcel Service Add 0.79% 22,980 0.02
☰ KKR - KKR & Co. L.P. Buy 25,434,592 5.06
☰ BLK - BlackRock Inc. Buy 433,683 1.49
☰ 2IY - Cushman Wakefield Plc Buy 7,720,162 0.96
☰ COHR - Coherent Corp. Buy 487,581 0.61
☰ CHH - Choice Hotels Int. Inc. Buy 202,169 0.12
Q2 2018
☰ SGI - Somnigroup International Inc. Add 128.58% 758,693 0.29
☰ TUPBQ - Tupperware Brands Corp Add 110.93% 521,386 0.17
☰ VRTS - Virtus Invt Partners Inc Add 106.91% 275,535 0.29
☰ PH - Parker-Hannifin Add 97.51% 1,569,099 1.96
☰ META - Meta Platforms Inc. Add 95.60% 667,502 1.04
☰ AYI - Acuity Brands Inc. Add 94.83% 432,385 0.40
☰ DESP - Despegar Com Corp Add 70.77% 1,092,398 0.18
☰ NTRS - Northern Trust Corp. Add 56.56% 911,176 0.75
☰ SNBR - Sleep Number Corp Add 56.56% 1,797,074 0.42
☰ WCC - WESCO International Inc. Add 53.57% 341,462 0.16
☰ MLKN - MillerKnoll Inc. Add 28.20% 258,238 0.07
☰ ITRN - Ituran Location & Control Ltd. Add 27.72% 586,393 0.14
☰ EG - Everest Group Ltd Add 24.78% 363,518 0.67
☰ SWKS - Skyworks Solutions Inc. Add 21.84% 1,179,670 0.91
☰ CZN - Crane Co Add 19.07% 55,124 0.04
☰ QRVO - Qorvo Inc. Add 16.20% 1,087,335 0.70
☰ BNY - Bank of New York Mellon Corp. Add 13.21% 918,540 0.40
☰ MCK - McKesson Corp. Add 7.81% 273,090 0.29
☰ STT - State Street Corp. Add 4.34% 205,964 0.15
☰ ORCL - Oracle Corp. Add 3.83% 922,785 0.32
☰ HLT - Hilton Worldwide Holdings Add 3.29% 156,544 0.10
☰ CVS - CVS Health Corp. Add 2.34% 217,406 0.11
☰ COR - Amerisourcebergen Corp Add 1.68% 82,224 0.06
☰ UPS - United Parcel Service Buy 2,899,895 2.46
☰ AVGO - Broadcom Inc. Buy 927,394 1.80
☰ TER - Teradyne Inc. Buy 4,215,694 1.28
☰ VSM - Versum Matls Inc Buy 558,867 0.17
☰ DCI - Donaldson Co. Buy 421,298 0.15
☰ LSTR - Landstar Sys Inc Buy 36,708 0.03
Q1 2018
☰ AXTA - Axalta Coating Systems Ltd. Add 416.55% 4,678,791 1.15
☰ AYI - Acuity Brands Inc. Add 163.50% 282,915 0.32
☰ WWD - Woodward Inc. Add 124.43% 319,111 0.18
☰ AET - Aetna Inc New Add 118.59% 1,203,662 1.64
☰ PH - Parker-Hannifin Add 95.19% 784,704 1.08
☰ HLT - Hilton Worldwide Holdings Add 80.34% 2,119,763 1.35
☰ BXP - BXP Inc. Add 59.38% 1,729,555 0.63
☰ NAVG - Navigators Group Inc Add 39.51% 448,792 0.21
☰ WCC - WESCO International Inc. Add 32.83% 157,516 0.08
☰ SWKS - Skyworks Solutions Inc. Add 27.70% 1,171,787 0.95
☰ SPGI - S&P Global Inc. Add 25.83% 242,035 0.37
☰ CSL - Carlisle Companies Add 22.63% 84,681 0.07
☰ BNY - Bank of New York Mellon Corp. Add 17.49% 1,035,101 0.43
☰ STT - State Street Corp. Add 8.23% 360,946 0.29
☰ CVS - CVS Health Corp. Add 5.27% 465,460 0.23
☰ AXS - Axis Capital Holdings Ltd. Add 4.95% 378,788 0.18
☰ ORCL - Oracle Corp. Add 4.76% 1,094,426 0.40
☰ BID - Sothebys Add 4.12% 52,217 0.02
☰ CAH - Cardinal Health Inc. Add 3.49% 167,134 0.08
☰ QRVO - Qorvo Inc. Add 2.25% 147,809 0.08
☰ EG - Everest Group Ltd Add 1.62% 23,326 0.05
☰ META - Meta Platforms Inc. Buy 698,247 0.90
☰ DESP - Despegar Com Corp Buy 1,543,546 0.39
☰ SGI - Somnigroup International Inc. Buy 590,063 0.22
Q4 2017
☰ ELV - Elevance Health Inc. Add 52.14% 454,892 0.85
☰ COR - Amerisourcebergen Corp Add 29.40% 1,710,816 1.30
☰ SWKS - Skyworks Solutions Inc. Add 26.12% 876,101 0.69
☰ NAVG - Navigators Group Inc Add 19.69% 186,852 0.08
☰ BXP - BXP Inc. Add 18.38% 452,212 0.15
☰ AXS - Axis Capital Holdings Ltd. Add 14.25% 953,525 0.40
☰ MCK - McKesson Corp. Add 9.24% 305,492 0.39
☰ ORCL - Oracle Corp. Add 5.39% 1,175,848 0.46
☰ CAH - Cardinal Health Inc. Add 3.50% 161,654 0.08
☰ CVS - CVS Health Corp. Add 1.19% 103,776 0.06
☰ EG - Everest Group Ltd Add 0.59% 8,517 0.02
☰ BNY - Bank of New York Mellon Corp. Add 0.34% 20,243 0.01
☰ AZO - AutoZone Inc. Buy 409,252 2.42
☰ PCLN - Priceline Grp Inc Buy 93,392 1.35
☰ SNBR - Sleep Number Corp Buy 4,168,618 1.30
☰ SSNC - SS&C Technologies Holdings Inc. Buy 3,708,290 1.25
☰ AXTA - Axalta Coating Systems Ltd. Buy 1,123,215 0.30
☰ AYI - Acuity Brands Inc. Buy 173,040 0.25
☰ IWD - Ishares Russell 1000 Value E Buy 12,903 0.01
Q3 2017
☰ SWKS - Skyworks Solutions Inc. Add 209.62% 2,270,872 2.04
☰ QRVO - Qorvo Inc. Add 71.57% 2,809,649 1.75
☰ WCC - WESCO International Inc. Add 61.89% 478,336 0.24
☰ UTX - United Technologies Corp Add 61.51% 346,581 0.35
☰ SABR - Sabre Corp. Add 33.49% 3,657,168 0.58
☰ NOV - Nov Inc. Add 27.45% 4,783,795 1.50
☰ NTRS - Northern Trust Corp. Add 27.44% 478,802 0.39
☰ CVS - CVS Health Corp. Add 13.61% 1,046,719 0.75
☰ COR - Amerisourcebergen Corp Add 10.52% 553,857 0.40
☰ CAH - Cardinal Health Inc. Add 6.13% 267,169 0.16
☰ MCK - McKesson Corp. Add 1.21% 39,686 0.05
☰ AXS - Axis Capital Holdings Ltd. Add 1.12% 74,413 0.04
☰ GOOG - Alphabet Inc. CL C Buy 521,201 4.40
☰ ORLY - O'Reilly Automotive Buy 1,276,578 2.42
☰ MSM - MSC Industrial Direct Buy 789,375 0.52
☰ CSL - Carlisle Companies Buy 433,793 0.38
☰ WPP - Wpp Plc New Buy 352,268 0.29
☰ IWM - iShares Russell 2000 ETF Buy 11,300 0.01
Q2 2017
☰ UTX - United Technologies Corp Add 59.16% 209,443 0.23
☰ WWD - Woodward Inc. Add 57.83% 235,397 0.15
☰ V - Visa Inc. Add 12.61% 596,745 0.51
☰ BA - Boeing Co. Add 12.57% 206,938 0.38
☰ JLL - Jones Lang Lasalle Inc. Add 10.05% 136,552 0.16
☰ NOV - Nov Inc. Add 5.68% 937,284 0.28
☰ MA - Mastercard Inc. Add 5.26% 203,261 0.23
☰ CHH - Choice Hotels Int. Inc. Add 2.58% 15,364 0.01
☰ NCI - Navigant Consulting Inc Add 2.50% 38,613 0.01
☰ AXS - Axis Capital Holdings Ltd. Add 2.20% 142,734 0.08
☰ CAH - Cardinal Health Inc. Add 1.54% 66,247 0.05
☰ CVS - CVS Health Corp. Add 1.36% 102,834 0.08
☰ CACC - Credit Acceptance Corp. Buy 199,316 0.47
☰ WCC - WESCO International Inc. Buy 772,926 0.41
Q1 2017
☰ NAVG - Navigators Group Inc Add 94.79% 761,174 0.36
☰ SABR - Sabre Corp. Add 64.45% 4,296,056 0.81
☰ CVS - CVS Health Corp. Add 42.22% 2,252,242 1.57
☰ CZN - Crane Co Add 41.98% 128,823 0.09
☰ AET - Aetna Inc New Add 12.42% 173,255 0.20
☰ JLL - Jones Lang Lasalle Inc. Add 10.07% 124,313 0.12
☰ CBRE - CBRE Group Add 7.66% 574,954 0.18
☰ EPAC - Actuant Corp Add 7.63% 119,224 0.03
☰ MLKN - MillerKnoll Inc. Add 7.46% 70,836 0.02
☰ WWD - Woodward Inc. Add 6.08% 23,339 0.01
☰ NCI - Navigant Consulting Inc Add 5.71% 83,403 0.02
☰ ENS - EnerSys Add 4.99% 27,958 0.02
☰ TUPBQ - Tupperware Brands Corp Add 2.37% 14,066 0.01
☰ BNY - Bank of New York Mellon Corp. Add 1.48% 87,582 0.04
☰ FWRD - Forward Air Corp Add 1.20% 12,679 0.01
☰ NOV - Nov Inc. Add 1.19% 193,376 0.07
☰ MA - Mastercard Inc. Add 1.10% 41,950 0.04
☰ CHH - Choice Hotels Int. Inc. Add 0.60% 3,532 0.00
☰ ORCL - Oracle Corp. Add 0.33% 75,069 0.03
☰ DISCK - Discovery Communicatns New Add 0.29% 42,093 0.01
☰ FOSL - Fossil Inc. Add 0.16% 18,152 0.00
☰ MCO - Moody's Corp. Buy 1,653,477 1.65
☰ SPGI - S&P Global Inc. Buy 1,207,794 1.40
☰ NTRS - Northern Trust Corp. Buy 1,763,224 1.36
☰ UTX - United Technologies Corp Buy 354,053 0.35
☰ PK - Park Hotels & Resorts Inc. Buy 194,437 0.04
Q4 2016
☰ COR - Amerisourcebergen Corp Add 251.43% 3,892,674 2.80
☰ JLL - Jones Lang Lasalle Inc. Add 123.40% 682,134 0.64
☰ MCK - McKesson Corp. Add 105.32% 1,775,467 2.29
☰ SBH - Sally Beauty Hldgs Inc Add 86.55% 1,086,399 0.26
☰ QRVO - Qorvo Inc. Add 20.87% 1,001,936 0.49
☰ MLKN - MillerKnoll Inc. Add 16.59% 135,116 0.04
☰ SABR - Sabre Corp. Add 3.08% 199,483 0.05
☰ V - Visa Inc. Add 1.67% 79,656 0.06
☰ TUPBQ - Tupperware Brands Corp Add 1.35% 7,915 0.00
☰ ORCL - Oracle Corp. Add 1.34% 299,598 0.11
☰ FWRD - Forward Air Corp Add 1.29% 13,446 0.01
☰ ACIW - ACI Worldwide Inc. Add 1.15% 104,185 0.02
☰ BID - Sothebys Add 0.60% 11,887 0.00
☰ VRTS - Virtus Invt Partners Inc Add 0.28% 2,822 0.00
☰ BXP - BXP Inc. Add 0.11% 2,958 0.00
☰ CVS - CVS Health Corp. Buy 5,334,307 3.87
☰ HLT - Hilton Worldwide Holdings Buy 13,350,701 3.34
☰ CAH - Cardinal Health Inc. Buy 4,332,718 2.87
☰ CBRE - CBRE Group Buy 7,509,946 2.18
☰ CEB - Ceb Inc Buy 557,940 0.31
☰ CHH - Choice Hotels Int. Inc. Buy 591,473 0.31
☰ SPY - SPDR S&P 500 ETF Trust Buy 15,126 0.03
☰ IWD - Ishares Russell 1000 Value E Buy 3,203 0.00
Q3 2016
☰ COR - Amerisourcebergen Corp Add 344.98% 1,200,260 0.90
☰ WCC - WESCO International Inc. Add 86.14% 260,904 0.15
☰ SABR - Sabre Corp. Add 31.82% 1,560,939 0.41
☰ LQ - La Quinta Hldgs Inc Add 30.77% 1,829,793 0.19
☰ EPAC - Actuant Corp Add 26.41% 456,281 0.10
☰ ELV - Elevance Health Inc. Add 22.07% 571,771 0.67
☰ TROW - T. Rowe Price Group Add 8.05% 179,806 0.11
☰ VRTS - Virtus Invt Partners Inc Add 6.95% 66,311 0.06
☰ EG - Everest Group Ltd Add 5.60% 109,697 0.19
☰ DIS - Walt Disney Co. Add 3.59% 76,548 0.07
☰ ACIW - ACI Worldwide Inc. Add 3.32% 290,773 0.05
☰ BXP - BXP Inc. Add 2.40% 63,671 0.03
☰ ENS - EnerSys Add 1.03% 9,459 0.01
☰ LNN - Lindsay Corp Add 0.83% 8,470 0.01
☰ SBH - Sally Beauty Hldgs Inc Add 0.67% 8,321 0.00
☰ NCI - Navigant Consulting Inc Add 0.56% 10,656 0.00
☰ FWRD - Forward Air Corp Add 0.04% 423 0.00
☰ SWKS - Skyworks Solutions Inc. Buy 5,024,088 3.56
☰ MCK - McKesson Corp. Buy 1,685,727 2.62
☰ QRVO - Qorvo Inc. Buy 4,801,146 2.49
☰ GOOG - Alphabet Inc. CL C Buy 311 2.25
☰ UNH - United Health Group Inc. Buy 929,431 1.21
☰ CHE - Chemed Corp New Buy 72,008 0.09
☰ META - Meta Platforms Inc. Buy 17,000 0.02
Q2 2016
☰ CHKP - Check Point Software Technologies Ltd. Add 111.89% 1,165,059 0.96
☰ TKR - Timken Co. Add 28.98% 347,891 0.11
☰ MLKN - MillerKnoll Inc. Add 26.07% 168,534 0.05
☰ DIS - Walt Disney Co. Add 23.64% 408,062 0.41
☰ NCI - Navigant Consulting Inc Add 22.43% 347,835 0.06
☰ ITRN - Ituran Location & Control Ltd. Add 19.43% 581,902 0.14
☰ VRTS - Virtus Invt Partners Inc Add 15.49% 127,895 0.09
☰ EPAC - Actuant Corp Add 6.20% 100,912 0.02
☰ FOSL - Fossil Inc. Add 4.12% 459,907 0.14
☰ AXS - Axis Capital Holdings Ltd. Add 4.05% 329,086 0.19
☰ BXP - BXP Inc. Add 3.78% 96,705 0.05
☰ EG - Everest Group Ltd Add 3.25% 61,767 0.12
☰ ACIW - ACI Worldwide Inc. Add 2.10% 180,144 0.04
☰ BNY - Bank of New York Mellon Corp. Add 1.32% 120,382 0.05
☰ BEN - Franklin Res Inc Add 0.79% 112,491 0.04
☰ ELV - Elevance Health Inc. Add 0.14% 3,691 0.01
☰ DCI - Donaldson Co. Add 0.00% 11 0.00
☰ MAR - Marriott Int'l. Buy 2,086,158 1.43
☰ SABR - Sabre Corp. Buy 4,905,528 1.36
☰ BID - Sothebys Buy 2,188,595 0.62
☰ JLL - Jones Lang Lasalle Inc. Buy 554,339 0.56
☰ SBH - Sally Beauty Hldgs Inc Buy 1,246,957 0.38
☰ COR - Amerisourcebergen Corp Buy 347,926 0.29
☰ WCC - WESCO International Inc. Buy 302,883 0.16
Q1 2016
☰ VRTS - Virtus Invt Partners Inc Add 97.15% 406,887 0.30
☰ CZN - Crane Co Add 51.70% 353,195 0.18
☰ STT - State Street Corp. Add 49.63% 2,504,461 1.36
☰ BA - Boeing Co. Add 47.43% 1,249,956 1.48
☰ BNY - Bank of New York Mellon Corp. Add 39.60% 2,586,896 0.89
☰ NOV - Nov Inc. Add 31.93% 4,671,251 1.35
☰ EV - Eaton Vance Corp Add 21.23% 356,548 0.11
☰ CSCO - Cisco Systems Add 19.47% 2,477,297 0.66
☰ BXP - BXP Inc. Add 17.68% 384,133 0.17
☰ DIS - Walt Disney Co. Add 14.85% 223,175 0.21
☰ ITRN - Ituran Location & Control Ltd. Add 13.84% 364,137 0.07
☰ NCI - Navigant Consulting Inc Add 10.26% 144,269 0.02
☰ THR-OLD - Thermon Group Holdings, Inc. Add 6.70% 164,676 0.03
☰ ACIW - ACI Worldwide Inc. Add 6.51% 524,451 0.10
☰ FOSL - Fossil Inc. Add 5.61% 592,645 0.24
☰ SAFT - Safety Ins Group Inc Add 2.60% 16,987 0.01
☰ LNN - Lindsay Corp Add 2.06% 20,674 0.01
☰ DISCK - Discovery Communicatns New Add 1.71% 318,090 0.08
☰ ELV - Elevance Health Inc. Add 1.61% 41,008 0.05
☰ AXS - Axis Capital Holdings Ltd. Add 1.53% 122,170 0.06
☰ BEN - Franklin Res Inc Add 0.86% 121,117 0.04
☰ AAPL - Apple Inc. Add 0.56% 4,109 0.00
☰ UTX - United Technologies Corp Add 0.44% 11,251 0.01
☰ ENS - EnerSys Add 0.36% 5,884 0.00
☰ QCOM - QUALCOMM Inc. Add 0.10% 5,415 0.00
☰ LQ - La Quinta Hldgs Inc Buy 6,221,289 0.72
☰ MLKN - MillerKnoll Inc. Buy 646,424 0.19
☰ MKL - Markel Group Inc. Buy 138 0.00
☰ PLKI - Popeyes La Kitchen Inc Buy 1,090 0.00
☰ PXD - Pioneer Nat Res Co Buy 320 0.00
☰ ZAYO - Zayo Group Hldgs Inc Buy 2,015 0.00
Q4 2015
☰ TWX - Time Warner Inc Add 131.33% 1,398,341 0.83
☰ ELV - Elevance Health Inc. Add 67.90% 1,029,406 1.31
☰ FWRD - Forward Air Corp Add 40.19% 304,809 0.12
☰ NOV - Nov Inc. Add 28.30% 3,227,527 0.99
☰ NUS - Nu Skin Enterprises Inc Add 25.75% 719,525 0.25
☰ EPAC - Actuant Corp Add 22.31% 345,504 0.08
☰ FOSL - Fossil Inc. Add 21.74% 1,885,889 0.63
☰ THR-OLD - Thermon Group Holdings, Inc. Add 15.28% 325,590 0.05
☰ QCOM - QUALCOMM Inc. Add 10.20% 500,942 0.23
☰ MSM - MSC Industrial Direct Add 9.39% 395,767 0.20
☰ HON - Honeywell Int'l Inc. Add 8.33% 70,164 0.07
☰ STT - State Street Corp. Add 7.88% 368,622 0.22
☰ PH - Parker-Hannifin Add 6.30% 456,275 0.40
☰ VZ - Verizon Communications Add 6.14% 155,084 0.07
☰ BEN - Franklin Res Inc Add 5.10% 684,122 0.23
☰ AET - Aetna Inc New Add 4.40% 115,775 0.11
☰ AAPL - Apple Inc. Add 4.32% 30,149 0.03
☰ LNN - Lindsay Corp Add 2.97% 28,971 0.02
☰ ORCL - Oracle Corp. Add 2.97% 691,989 0.23
☰ TROW - T. Rowe Price Group Add 2.17% 67,454 0.04
☰ AXS - Axis Capital Holdings Ltd. Add 1.91% 150,050 0.08
☰ DISCK - Discovery Communicatns New Add 1.16% 214,241 0.05
☰ DCI - Donaldson Co. Add 0.93% 13,268 0.00
☰ CSCO - Cisco Systems Add 0.71% 89,156 0.02
☰ ITRN - Ituran Location & Control Ltd. Add 0.44% 11,515 0.00
☰ SAFT - Safety Ins Group Inc Add 0.36% 2,357 0.00
☰ MA - Mastercard Inc. Add 0.29% 11,705 0.01
☰ BA - Boeing Co. Add 0.22% 5,897 0.01
☰ DOV - Dover Corp. Add 0.15% 7,742 0.00
☰ BNY - Bank of New York Mellon Corp. Add 0.04% 2,465 0.00
☰ UTX - United Technologies Corp Buy 2,585,721 2.27
☰ KO - Coca Cola Co. Buy 5,150 2.02
☰ CSL - Carlisle Companies Buy 990,584 0.80
☰ ABBV - AbbVie Inc. Buy 3,700 0.00
☰ AZN - AstraZeneca PLC Buy 3,125 0.00
☰ BIIB - Biogen Inc. Buy 750 0.00
☰ C - Citigroup Inc. Buy 4,000 0.00
☰ COF - Capital One Financial Buy 2,800 0.00
☰ CVS - CVS Health Corp. Buy 2,150 0.00
☰ EBAY - eBay Inc. Buy 7,400 0.00
☰ EXPE - Expedia Group Inc. Buy 30 0.00
☰ F - Ford Mtr Co Del Buy 14,300 0.00
☰ HPQ - HP Inc. Buy 11,800 0.00
☰ MET - MetLife Inc. Buy 4,250 0.00
☰ MGM - MGM Resorts International Buy 9,700 0.00
☰ RF - Regions Financial Corp. Buy 13,300 0.00
☰ SPY - SPDR S&P 500 ETF Trust Buy 1,220 0.00
☰ SYF - Synchrony Financial Buy 6,800 0.00
☰ TFC - Truist Financial Corp. Buy 5,650 0.00
☰ UPS - United Parcel Service Buy 2,225 0.00
Q3 2015
☰ TKR - Timken Co. Add 348.32% 1,795,701 0.48
☰ QCOM - QUALCOMM Inc. Add 253.28% 3,521,261 1.84
☰ NDSN - Nordson Corp. Add 250.66% 411,324 0.25
☰ TUPBQ - Tupperware Brands Corp Add 139.49% 1,242,038 0.59
☰ LECO - Lincoln Elec Hldgs Inc Add 131.66% 392,216 0.20
☰ ELV - Elevance Health Inc. Add 101.31% 763,034 1.04
☰ DISCK - Discovery Communicatns New Add 87.56% 8,604,290 2.03
☰ DCI - Donaldson Co. Add 87.02% 666,250 0.18
☰ MLKN - MillerKnoll Inc. Add 86.58% 338,332 0.09
☰ DOV - Dover Corp. Add 72.61% 2,150,699 1.19
☰ CSCO - Cisco Systems Add 69.72% 5,190,221 1.32
☰ BEN - Franklin Res Inc Add 63.83% 5,225,908 1.89
☰ WWD - Woodward Inc. Add 53.72% 614,207 0.24
☰ NOV - Nov Inc. Add 47.17% 3,654,712 1.33
☰ FWRD - Forward Air Corp Add 45.27% 236,366 0.09
☰ FFIV - F5 Networks Add 38.99% 684,653 0.77
☰ FOSL - Fossil Inc. Add 35.42% 2,268,384 1.23
☰ GGG - Graco Inc. Add 34.31% 87,983 0.06
☰ BA - Boeing Co. Add 20.72% 451,347 0.57
☰ ENS - EnerSys Add 16.44% 241,032 0.13
☰ PH - Parker-Hannifin Add 14.83% 934,820 0.88
☰ TWX - Time Warner Inc Add 14.42% 134,193 0.09
☰ SAFT - Safety Ins Group Inc Add 11.94% 69,485 0.04
☰ MA - Mastercard Inc. Add 10.03% 370,894 0.32
☰ EPAC - Actuant Corp Add 10.01% 140,878 0.03
☰ ORCL - Oracle Corp. Add 9.56% 2,035,334 0.71
☰ TROW - T. Rowe Price Group Add 8.46% 243,120 0.16
☰ MSFT - Microsoft Corp. Add 8.33% 437,402 0.19
☰ MSM - MSC Industrial Direct Add 8.17% 318,273 0.19
☰ V - Visa Inc. Add 7.71% 374,389 0.25
☰ AET - Aetna Inc New Add 7.48% 183,249 0.19
☰ HON - Honeywell Int'l Inc. Add 7.12% 55,978 0.05
☰ AAPL - Apple Inc. Add 7.09% 46,185 0.05
☰ STT - State Street Corp. Add 7.01% 306,334 0.20
☰ ITRN - Ituran Location & Control Ltd. Add 5.65% 140,119 0.03
☰ VRTS - Virtus Invt Partners Inc Add 5.08% 25,717 0.03
☰ EG - Everest Group Ltd Add 4.47% 86,654 0.15
☰ BNY - Bank of New York Mellon Corp. Add 3.14% 199,115 0.08
☰ CW - Curtiss-Wright Corp. Add 2.70% 14,792 0.01
☰ NAVG - Navigators Group Inc Add 1.56% 17,874 0.01
☰ CHKP - Check Point Software Technologies Ltd. Add 1.12% 12,186 0.01
☰ JKHY - Jack Henry & Associates Inc. Add 0.76% 2,311 0.00
☰ THR-OLD - Thermon Group Holdings, Inc. Buy 2,130,767 0.42
☰ CZN - Crane Co Buy 716,988 0.32
☰ CLB - Core Laboratories Inc. Buy 171,164 0.17
Q2 2015
☰ CSCO - Cisco Systems Add 88.49% 3,494,818 0.91
☰ AET - Aetna Inc New Add 70.48% 1,012,549 1.22
☰ ELV - Elevance Health Inc. Add 46.18% 237,934 0.37
☰ FOSL - Fossil Inc. Add 39.61% 1,817,206 1.19
☰ BXP - BXP Inc. Add 30.06% 525,531 0.24
☰ AXS - Axis Capital Holdings Ltd. Add 25.53% 1,822,129 0.92
☰ LNN - Lindsay Corp Add 25.25% 199,594 0.17
☰ DISCK - Discovery Communicatns New Add 23.00% 1,837,305 0.54
☰ TUPBQ - Tupperware Brands Corp Add 21.36% 156,694 0.10
☰ NUS - Nu Skin Enterprises Inc Add 20.86% 494,561 0.22
☰ STT - State Street Corp. Add 17.94% 664,889 0.49
☰ TROW - T. Rowe Price Group Add 17.60% 429,873 0.32
☰ ORCL - Oracle Corp. Add 17.46% 3,165,833 1.07
☰ BEN - Franklin Res Inc Add 13.62% 981,116 0.46
☰ PH - Parker-Hannifin Add 11.49% 649,948 0.72
☰ UN - Unilever N V Add 10.99% 199,949 0.08
☰ VZ - Verizon Communications Add 10.27% 535,684 0.24
☰ HUB - Chubb Corp Add 9.78% 251,045 0.23
☰ MA - Mastercard Inc. Add 7.79% 267,335 0.24
☰ NOV - Nov Inc. Add 7.61% 547,684 0.25
☰ CL - Colgate-Palmolive Add 7.09% 69,358 0.04
☰ V - Visa Inc. Add 6.99% 317,046 0.20
☰ BNY - Bank of New York Mellon Corp. Add 6.19% 369,029 0.15
☰ NDAQ - Nasdaq Inc. Add 5.61% 305,199 0.14
☰ TWX - Time Warner Inc Add 5.25% 46,384 0.04
☰ MSM - MSC Industrial Direct Add 4.64% 172,598 0.11
☰ AAPL - Apple Inc. Add 4.36% 27,183 0.03
☰ BA - Boeing Co. Add 3.46% 72,804 0.10
☰ ITRN - Ituran Location & Control Ltd. Add 2.10% 51,043 0.01
☰ ACIW - ACI Worldwide Inc. Add 1.00% 108,548 0.03
☰ DIS - Walt Disney Co. Add 0.81% 19,237 0.02
☰ SAFT - Safety Ins Group Inc Add 0.66% 3,818 0.00
☰ WWD - Woodward Inc. Add 0.66% 7,517 0.00
☰ NCI - Navigant Consulting Inc Add 0.57% 21,764 0.00
☰ DCI - Donaldson Co. Add 0.41% 3,097 0.00
☰ PRA - ProAssurance Corp. Add 0.13% 510 0.00
☰ MSFT - Microsoft Corp. Buy 5,249,025 2.20
☰ FFIV - F5 Networks Buy 1,756,093 2.00
☰ SNI - Scripps Networks Interact In Buy 1,943,463 1.20
☰ HON - Honeywell Int'l Inc. Buy 786,310 0.76
☰ JKHY - Jack Henry & Associates Inc. Buy 302,602 0.19
☰ TKR - Timken Co. Buy 515,527 0.18
☰ GGG - Graco Inc. Buy 256,462 0.17
☰ LECO - Lincoln Elec Hldgs Inc Buy 297,896 0.17
☰ NDSN - Nordson Corp. Buy 164,094 0.12
☰ MLKN - MillerKnoll Inc. Buy 390,781 0.11
Q1 2015
☰ QCOM - QUALCOMM Inc. Add 327,276.06% 3,704,765 2.58
☰ AXS - Axis Capital Holdings Ltd. Add 306.40% 5,380,540 2.78
☰ V - Visa Inc. Add 227.44% 3,151,640 2.07
☰ FOSL - Fossil Inc. Add 190.57% 3,008,850 2.49
☰ MSM - MSC Industrial Direct Add 126.04% 2,075,525 1.51
☰ PH - Parker-Hannifin Add 113.86% 3,011,040 3.59
☰ WWD - Woodward Inc. Add 98.39% 563,340 0.29
☰ STT - State Street Corp. Add 33.90% 938,426 0.69
☰ TUPBQ - Tupperware Brands Corp Add 23.85% 141,301 0.10
☰ DCI - Donaldson Co. Add 23.39% 144,525 0.05
☰ ORCL - Oracle Corp. Add 19.68% 2,982,156 1.13
☰ BEN - Franklin Res Inc Add 18.45% 1,122,144 0.58
☰ ACIW - ACI Worldwide Inc. Add 17.56% 1,619,755 0.35
☰ VZ - Verizon Communications Add 16.80% 749,938 0.37
☰ EPAC - Actuant Corp Add 16.49% 256,072 0.06
☰ TROW - T. Rowe Price Group Add 16.20% 340,563 0.28
☰ DOV - Dover Corp. Add 14.90% 527,221 0.37
☰ VRTS - Virtus Invt Partners Inc Add 14.36% 73,776 0.10
☰ HUB - Chubb Corp Add 14.25% 320,401 0.32
☰ BNY - Bank of New York Mellon Corp. Add 13.45% 706,837 0.29
☰ ROVI - Rovi Corp Add 12.07% 397,515 0.07
☰ NCI - Navigant Consulting Inc Add 10.99% 379,346 0.05
☰ TWX - Time Warner Inc Add 6.97% 57,650 0.05
☰ CHKP - Check Point Software Technologies Ltd. Add 6.84% 126,465 0.10
☰ LNN - Lindsay Corp Add 5.21% 39,167 0.03
☰ ENS - EnerSys Add 4.45% 63,982 0.04
☰ BA - Boeing Co. Add 4.02% 81,318 0.12
☰ NDAQ - Nasdaq Inc. Add 3.80% 199,413 0.10
☰ WAT - Waters Corp. Add 3.08% 16,904 0.02
☰ ITRN - Ituran Location & Control Ltd. Add 2.03% 48,293 0.01
☰ EV - Eaton Vance Corp Add 1.39% 47,499 0.02
☰ DIS - Walt Disney Co. Add 0.83% 19,525 0.02
☰ CHE - Chemed Corp New Add 0.49% 725 0.00
☰ PRA - ProAssurance Corp. Add 0.34% 1,327 0.00
☰ EXPO - Exponent Inc Add 0.30% 677 0.00
☰ NOV - Nov Inc. Buy 7,200,991 3.61
☰ PCP - Precision Castparts Corp Buy 755,768 1.59
☰ PRE - Partnerre Ltd Buy 762,852 0.88
☰ BXP - BXP Inc. Buy 1,748,326 0.83
☰ EMR - Emerson Electric Buy 1,414,971 0.80
☰ SLB - Schlumberger Ltd. Buy 930,785 0.78
☰ IHS - Ihs Inc Buy 349,283 0.40
☰ SPY - SPDR S&P 500 ETF Trust Buy 1,456 0.00
Q4 2014
☰ DOV - Dover Corp. Add 323.12% 2,702,159 2.21
☰ VRTS - Virtus Invt Partners Inc Add 288.54% 381,638 0.74
☰ DISCK - Discovery Communicatns New Add 224.38% 12,332,267 4.75
☰ EPAC - Actuant Corp Add 100.40% 777,943 0.24
☰ AET - Aetna Inc New Add 72.69% 682,916 0.69
☰ AXS - Axis Capital Holdings Ltd. Add 70.81% 727,957 0.42
☰ ENS - EnerSys Add 55.25% 512,164 0.36
☰ ACIW - ACI Worldwide Inc. Add 51.83% 3,148,687 0.73
☰ WWD - Woodward Inc. Add 51.02% 193,422 0.11
☰ BA - Boeing Co. Add 42.60% 604,678 0.90
☰ NUS - Nu Skin Enterprises Inc Add 39.59% 1,310,252 0.66
☰ UN - Unilever N V Add 33.89% 826,889 0.37
☰ VZ - Verizon Communications Add 32.40% 1,092,182 0.58
☰ BEN - Franklin Res Inc Add 30.68% 1,428,192 0.90
☰ STT - State Street Corp. Add 28.45% 613,064 0.55
☰ CHKP - Check Point Software Technologies Ltd. Add 28.43% 409,415 0.37
☰ DIS - Walt Disney Co. Add 27.57% 508,634 0.55
☰ CL - Colgate-Palmolive Add 27.40% 299,098 0.24
☰ ORCL - Oracle Corp. Add 27.25% 3,244,543 1.43
☰ FOSL - Fossil Inc. Add 26.96% 335,292 0.42
☰ MSCI - MSCI Inc. Add 25.17% 329,119 0.18
☰ HUB - Chubb Corp Add 23.90% 433,587 0.51
☰ CSCO - Cisco Systems Add 23.25% 1,352,558 0.43
☰ PH - Parker-Hannifin Add 21.43% 466,681 0.69
☰ SABR - Sabre Corp. Add 21.13% 2,520,227 0.58
☰ EG - Everest Group Ltd Add 20.94% 381,734 0.74
☰ AAPL - Apple Inc. Add 15.43% 264,085 0.33
☰ BNY - Bank of New York Mellon Corp. Add 9.26% 445,282 0.21
☰ MA - Mastercard Inc. Add 8.28% 310,725 0.31
☰ CW - Curtiss-Wright Corp. Add 5.69% 54,738 0.04
☰ V - Visa Inc. Add 5.39% 70,840 0.21
☰ G - Genpact Ltd. Add 5.14% 93,491 0.02
☰ DCI - Donaldson Co. Add 5.11% 30,067 0.01
☰ NCI - Navigant Consulting Inc Add 4.77% 157,184 0.03
☰ AVY - Avery Dennison Corp Add 4.22% 14,310 0.01
☰ ROVI - Rovi Corp Add 2.14% 69,018 0.02
☰ ITRN - Ituran Location & Control Ltd. Add 0.49% 11,561 0.00
☰ TROW - T. Rowe Price Group Buy 2,101,836 2.06
☰ ELV - Elevance Health Inc. Buy 1,210,332 1.74
☰ MSM - MSC Industrial Direct Buy 1,646,720 1.53
☰ WAT - Waters Corp. Buy 549,359 0.71
☰ ICON* - Iconix Brand Group Inc Buy 510,853 0.20
Q3 2014
☰ PH - Parker-Hannifin Add 576.71% 1,856,011 3.15
☰ MSCI - MSCI Inc. Add 208.74% 884,079 0.59
☰ ACIW - ACI Worldwide Inc. Add 193.74% 4,006,608 1.08
☰ NUS - Nu Skin Enterprises Inc Add 188.92% 2,164,187 1.56
☰ SABR - Sabre Corp. Add 135.81% 6,869,318 1.70
☰ TUPBQ - Tupperware Brands Corp Add 109.32% 634,870 0.60
☰ LNN - Lindsay Corp Add 62.68% 459,404 0.56
☰ ORCL - Oracle Corp. Add 54.56% 4,203,542 2.38
☰ EXPO - Exponent Inc Add 46.37% 116,022 0.13
☰ DISCK - Discovery Communicatns New Add 44.84% 1,701,590 0.91
☰ NCI - Navigant Consulting Inc Add 38.42% 914,486 0.19
☰ MA - Mastercard Inc. Add 30.79% 883,566 0.96
☰ ENS - EnerSys Add 25.89% 190,656 0.16
☰ UN - Unilever N V Add 21.61% 433,603 0.24
☰ ITRN - Ituran Location & Control Ltd. Add 19.58% 387,651 0.12
☰ EG - Everest Group Ltd Add 19.26% 294,358 0.71
☰ ESRX - Express Scripts Hldg Co Add 17.33% 142,418 0.15
☰ VZ - Verizon Communications Add 12.85% 383,891 0.28
☰ BEN - Franklin Res Inc Add 12.55% 519,286 0.41
☰ G - Genpact Ltd. Add 12.07% 196,091 0.05
☰ CHKP - Check Point Software Technologies Ltd. Add 11.18% 144,850 0.15
☰ V - Visa Inc. Add 10.48% 124,695 0.39
☰ STT - State Street Corp. Add 10.10% 197,665 0.21
☰ HUB - Chubb Corp Add 9.99% 164,696 0.23
☰ CW - Curtiss-Wright Corp. Add 8.60% 76,182 0.08
☰ EV - Eaton Vance Corp Add 7.48% 247,519 0.13
☰ EBAY - eBay Inc. Add 7.45% 372,040 0.28
☰ NAVG - Navigators Group Inc Add 3.71% 47,897 0.05
☰ SAFT - Safety Ins Group Inc Add 2.44% 14,868 0.01
☰ DIS - Walt Disney Co. Add 0.57% 10,408 0.01
☰ BA - Boeing Co. Buy 1,419,522 2.57
☰ FOSL - Fossil Inc. Buy 1,243,552 1.81
☰ CL - Colgate-Palmolive Buy 1,091,606 1.05
☰ AXS - Axis Capital Holdings Ltd. Buy 1,028,104 0.72
☰ RGR - Sturm, Ruger & Co., Inc. Buy 520,006 0.39
☰ EPAC - Actuant Corp Buy 774,848 0.35
☰ AVY - Avery Dennison Corp Buy 338,709 0.23
☰ SPY - SPDR S&P 500 ETF Trust Buy 6,335 0.02
☰ DNOW - NOW Inc. Buy 100 0.00
☰ FDX - FedEx Corp. Buy 200 0.00
☰ JPM - JPMorgan Chase & Co. Buy 400 0.00
☰ NOV - Nov Inc. Buy 400 0.00
☰ VGT - Vanguard Info Tech ETF Buy 2,800 0.00
☰ XLE - Energy Select Sector SPDR Buy 450 0.00
☰ XLF - Financial Select Sector SPDR Buy 800 0.00
Q2 2014
☰ FWRD - Forward Air Corp Add 1,663.53% 757,388 0.57
☰ OMCL - Omnicell, Inc. Add 1,532.67% 979,636 0.44
☰ AAPL - Apple Inc. Add 426.20% 2,261,386 3.29
☰ NCI - Navigant Consulting Inc Add 373.76% 1,877,643 0.51
☰ LYV - Live Nation Inc. Add 152.24% 1,072,881 0.42
☰ ROVI - Rovi Corporation Add 149.72% 2,022,497 0.76
☰ DISCK - Discovery Communications - C Add 101.73% 1,913,598 2.17
☰ V - Visa Inc. Add 92.90% 573,173 1.89
☰ EV - Eaton Vance Corp Add 73.36% 1,399,698 0.83
☰ CHKP - Check Point Software Technologies Ltd. Add 63.67% 503,948 0.53
☰ VZ - Verizon Communications Add 61.02% 1,132,148 0.87
☰ ENS - EnerSys Add 58.88% 272,903 0.29
☰ NUS - Nu Skin Enterprises Inc. Add 58.48% 422,728 0.49
☰ NDAQ - Nasdaq Inc. Add 44.23% 2,252,255 1.36
☰ EBAY - eBay Inc. Add 40.13% 1,429,394 1.12
☰ SAFT - Safety Insurance Group Inc Add 31.70% 146,455 0.12
☰ MA - Mastercard Inc. Add 23.29% 542,087 0.62
☰ ACIW - ACI Worldwide Inc. Add 21.04% 359,538 0.31
☰ ESRX - Express Scripts Holding Company Add 19.00% 131,194 0.14
☰ DIS - Walt Disney Co. Add 16.25% 256,445 0.34
☰ TWX - Time Warner Inc Add 15.02% 270,077 0.30
☰ PH - Parker-Hannifin Add 11.21% 32,450 0.06
☰ HUB - Chubb Corp Add 10.63% 158,535 0.23
☰ CSCO - Cisco Systems Add 8.80% 589,676 0.23
☰ CNVR - Conversant Inc Add 5.20% 369,548 0.15
☰ BEN - Franklin Resources Inc Add 3.96% 157,386 0.14
☰ BNY - Bank of New York Mellon Corp. Add 2.79% 131,578 0.08
☰ DCI - Donaldson Co. Add 1.68% 10,218 0.01
☰ FICO - Fair Isaac Corp. Add 1.60% 13,315 0.01
☰ NAVG - Navigators Group Inc Add 1.60% 20,329 0.02
☰ KMG - Kmg Chemicals I Add 1.56% 22,856 0.01
☰ UTI - Universal Technical Institute, Inc. Add 1.44% 49,185 0.01
☰ G - Genpact Ltd. Add 1.28% 20,560 0.01
☰ TUPBQ - Tupperware Brands Corporation Add 1.22% 6,978 0.01
☰ HOT - Starwood Hotels & Resorts Worldwide Inc Add 1.16% 32,647 0.04
☰ MRH - Montpelier Re Holdings Ltd Add 1.05% 18,953 0.01
☰ VRTS - Virtus Investment Partners Inc Add 1.03% 2,551 0.01
☰ CW - Curtiss-Wright Corp. Add 0.88% 7,734 0.01
☰ ITRN - Ituran Location & Control Ltd. Add 0.07% 1,313 0.00
☰ STT - State Street Corp. Buy 1,957,149 2.06
☰ CME - CME Group Buy 1,480,225 1.64
☰ SABR - Sabre Corp. Buy 5,058,124 1.59
☰ AET - Aetna Inc Buy 1,221,425 1.55
☰ EXPO - Exponent Inc. Buy 250,191 0.29
☰ ABBV - AbbVie Inc. Buy 785 0.00
☰ ABT - Abbott Labs Buy 785 0.00
☰ AEO - American Eagle Outfitters Inc Buy 1,690 0.00
☰ ALGN - Align Technology Inc. Buy 260 0.00
☰ ALLT - Allot Communications Ltd Buy 640 0.00
☰ AVA - Avista Corporation Buy 1,525 0.00
☰ BDX - Becton Dickinson Buy 425 0.00
☰ BMO - Bank of Montreal Buy 545 0.00
☰ CELG - Celgene Corporation Buy 205 0.00
☰ CERN - Cerner Corporation Buy 650 0.00
☰ CVS - CVS Health Corp. Buy 475 0.00
☰ DE - Deere & Co. Buy 430 0.00
☰ ED - Consolidated Edison Inc Buy 840 0.00
☰ EMC - Emc Corporation Buy 1,855 0.00
☰ EPIQ - Epiq Systems Inc Buy 1,320 0.00
☰ F - Ford Motor Co. Buy 2,440 0.00
☰ FFIV - F5 Networks Buy 370 0.00
☰ FMI - Foundation Medicine Inc Buy 600 0.00
☰ GGQ1 - Google Inc - Class A Buy 40 0.00
☰ GGQ7 - Google Inc - Class C Buy 40 0.00
☰ GIS - General Mills Buy 650 0.00
☰ HMC - Honda Motor Co Ltd Buy 1,035 0.00
☰ INTC - Intel Corp. Buy 1,570 0.00
☰ INTU - Intuit Inc. Buy 480 0.00
☰ KUBTY - Kubota Corporation (adr) Buy 590 0.00
☰ KYOCY - Kyocera Corp (adr) Buy 555 0.00
☰ NLOK - Symantec Corporation Buy 1,500 0.00
☰ NVDA - NVIDIA Corp. Buy 1,235 0.00
☰ NVS - Novartis AG Buy 580 0.00
☰ PG - Procter & Gamble Buy 598 0.00
☰ PNC - PNC Financial Services Buy 574 0.00
☰ POR - Portland General Electric Company Buy 1,195 0.00
☰ SAPE - Sapient Corporation Buy 1,930 0.00
☰ SYK - Stryker Corp. Buy 515 0.00
☰ T - AT&T Inc. Buy 1,240 0.00
☰ TIME - Time Inc Buy 517 0.00
☰ UNFI - United Natural Foods Buy 505 0.00
☰ USB - U.S. Bancorp Buy 1,030 0.00
☰ WFC - Wells Fargo Buy 860 0.00
☰ XRX - Xerox Holdings Corp. Buy 2,750 0.00
Q1 2014
☰ MA - Mastercard Inc. Add 1,122.21% 2,137,349 2.96
☰ OMCL - Omnicell, Inc. Add 463.39% 52,572 0.02
☰ PRA - ProAssurance Corp. Add 113.26% 601,294 0.49
☰ TWX - Time Warner Inc Add 86.92% 836,360 1.01
☰ EV - Eaton Vance Corp Add 67.60% 769,587 0.54
☰ NSR - Neustar Inc Add 53.06% 560,551 0.34
☰ ACIW - ACI Worldwide Inc. Add 50.44% 572,862 0.63
☰ NSP - Insperity Inc. Add 45.22% 685,648 0.39
☰ HUB - Chubb Corp Add 37.20% 404,252 0.67
☰ DCI - Donaldson Co. Add 35.46% 159,673 0.13
☰ HPY - Heartland Pmt Sys Add 32.81% 298,355 0.23
☰ MSCI - MSCI Inc. Add 31.06% 188,927 0.15
☰ NAVG - Navigators Group Inc Add 30.01% 293,134 0.33
☰ TUPBQ - Tupperware Brands Corporation Add 29.48% 130,647 0.20
☰ NDAQ - Nasdaq Inc. Add 26.66% 1,072,006 0.73
☰ DISCK - Discovery Communications - C Add 26.61% 395,322 0.56
☰ UN - Unilever N.V. (adr) Add 26.18% 550,814 0.42
☰ BEN - Franklin Resources Inc Add 26.10% 823,570 0.83
☰ EG - Everest Group Ltd Add 25.87% 358,325 1.02
☰ DOV - Dover Corp. Add 21.54% 266,793 0.40
☰ HOT - Starwood Hotels & Resorts Worldwide Inc Add 20.28% 476,485 0.70
☰ V - Visa Inc. Add 19.60% 101,122 0.40
☰ CSCO - Cisco Systems Add 18.78% 1,059,892 0.44
☰ ORCL - Oracle Corp. Add 18.10% 1,304,455 0.99
☰ QCOM - QUALCOMM Inc. Add 18.06% 431,938 0.63
☰ DIS - Walt Disney Co. Add 15.52% 211,921 0.31
☰ CW - Curtiss-Wright Corp. Add 15.47% 117,626 0.14
☰ AAPL - Apple Inc. Add 15.46% 71,053 0.71
☰ LNN - Lindsay Corporation Add 14.96% 142,293 0.23
☰ EBAY - eBay Inc. Add 14.13% 441,081 0.45
☰ KO - Coca Cola Co. Add 13.59% 380,438 0.27
☰ UTI - Universal Technical Institute, Inc. Add 7.21% 229,918 0.06
☰ ITRN - Ituran Location & Control Ltd. Add 3.90% 74,214 0.03
☰ FICO - Fair Isaac Corp. Add 2.67% 21,670 0.02
☰ ICON* - Iconix Brand Group Inc Add 1.95% 14,011 0.01
☰ CNVR - Conversant Inc Buy 7,105,217 3.70
☰ VZ - Verizon Communications Buy 1,855,374 1.63
☰ NUS - Nu Skin Enterprises Inc. Buy 722,808 1.11
☰ VRTS - Virtus Investment Partners Inc Buy 248,262 0.80
☰ KN - Knowles Corp. Buy 1,260,042 0.74
☰ ENS - EnerSys Buy 463,479 0.59
☰ ROVI - Rovi Corporation Buy 1,350,846 0.57
☰ G - Genpact Ltd. Buy 1,603,656 0.52
☰ SAFT - Safety Insurance Group Inc Buy 462,030 0.46
☰ ALB - Albemarle Corporation Buy 271,480 0.33
☰ NCI - Navigant Consulting Inc Buy 502,366 0.17
☰ FWRD - Forward Air Corp Buy 45,529 0.04
☰ FDS - FactSet Research Systems Buy 403 0.00
Q4 2013
☰ NSP - Insperity Inc. Add 309.97% 1,146,291 0.92
☰ LNN - Lindsay Corporation Add 274.22% 697,001 1.29
☰ UN - Unilever N.V. (adr) Add 118.31% 1,140,324 1.02
☰ CW - Curtiss-Wright Corp. Add 81.08% 340,515 0.47
☰ NSR - Neustar Inc Add 56.41% 381,053 0.43
☰ ORCL - Oracle Corp. Add 53.14% 2,501,227 2.14
☰ PRA - ProAssurance Corp. Add 44.32% 163,022 0.18
☰ RVTY - Perkin-Elmer Inc Add 39.05% 294,483 0.27
☰ CHE - Chemed Corp Add 38.09% 357,971 0.61
☰ WWD - Woodward Inc. Add 35.39% 250,951 0.26
☰ HUB - Chubb Corp Add 34.68% 279,822 0.61
☰ QCOM - QUALCOMM Inc. Add 33.93% 605,945 1.01
☰ CSCO - Cisco Systems Add 33.72% 1,422,883 0.71
☰ HOT - Starwood Hotels & Resorts Worldwide Inc Add 33.02% 583,384 1.04
☰ NEU - Newmarket Corporation Add 32.85% 11,311 0.08
☰ MRH - Montpelier Re Holdings Ltd Add 31.91% 479,319 0.31
☰ ESRX - Express Scripts Holding Company Add 31.45% 289,778 0.45
☰ KO - Coca Cola Co. Add 31.38% 668,422 0.62
☰ BNY - Bank of New York Mellon Corp. Add 31.36% 1,289,815 1.01
☰ TUPBQ - Tupperware Brands Corporation Add 31.10% 105,123 0.22
☰ TWX - Time Warner Inc Add 30.76% 226,349 0.35
☰ EV - Eaton Vance Corp Add 30.58% 266,583 0.26
☰ NAVG - Navigators Group Inc Add 29.84% 224,491 0.32
☰ LYV - Live Nation Inc. Add 29.29% 673,484 0.30
☰ V - Visa Inc. Add 28.90% 115,676 0.58
☰ BEN - Franklin Resources Inc Add 28.78% 705,130 0.91
☰ DISCK - Discovery Communications - C Add 28.78% 332,017 0.62
☰ EG - Everest Group Ltd Add 26.03% 286,056 1.00
☰ MSCI - MSCI Inc. Add 25.63% 124,110 0.12
☰ AAPL - Apple Inc. Add 24.64% 90,841 1.14
☰ FICO - Fair Isaac Corp. Add 24.63% 160,341 0.23
☰ ICON* - Iconix Brand Group Inc Add 22.78% 133,394 0.12
☰ MA - Mastercard Inc. Add 20.07% 31,840 0.60
☰ DCI - Donaldson Co. Add 18.24% 69,468 0.07
☰ ITRN - Ituran Location & Control Ltd. Add 16.76% 273,326 0.13
☰ UTI - Universal Technical Institute, Inc. Add 13.58% 381,520 0.12
☰ ACIW - ACI Worldwide Inc. Add 10.83% 110,934 0.16
☰ DOV - Dover Corp. Add 5.66% 66,361 0.14
☰ DIS - Walt Disney Co. Add 0.88% 11,916 0.02
☰ EBAY - eBay Inc. Buy 3,120,828 3.83
☰ MAR - Marriott Int'l. Buy 2,871,575 3.17
☰ AFH - Us Ecology Inc Buy 38,142 0.03
☰ OMCL - Omnicell, Inc. Buy 11,345 0.01
Q3 2013
☰ BEN - Franklin Resources Inc Add 389.83% 1,949,865 3.18
☰ EV - Eaton Vance Corp Add 150.31% 523,540 0.65
☰ CHE - Chemed Corp Add 106.82% 485,347 1.12
☰ HOT - Starwood Hotels & Resorts Worldwide Inc Add 68.04% 715,302 1.53
☰ QCOM - QUALCOMM Inc. Add 62.94% 689,848 1.50
☰ UN - Unilever N.V. (adr) Add 55.44% 343,788 0.42
☰ NAVG - Navigators Group Inc Add 45.54% 235,373 0.44
☰ PRA - ProAssurance Corp. Add 43.87% 112,164 0.16
☰ KO - Coca Cola Co. Add 42.88% 639,353 0.78
☰ CSCO - Cisco Systems Add 42.79% 1,264,406 0.96
☰ NDAQ - Nasdaq Inc. Add 42.10% 1,205,336 1.25
☰ ESRX - Express Scripts Holding Company Add 41.65% 270,904 0.54
☰ WWD - Woodward Inc. Add 41.28% 207,165 0.27
☰ OTEX - Opentext Corporation Add 40.41% 78,616 0.19
☰ NSR - Neustar Inc Add 39.10% 189,867 0.30
☰ NEU - Newmarket Corporation Add 39.01% 9,664 0.09
☰ DIS - Walt Disney Co. Add 38.68% 377,628 0.79
☰ V - Visa Inc. Add 38.50% 111,252 0.69
☰ HUB - Chubb Corp Add 37.10% 218,302 0.63
☰ DISCK - Discovery Communications - C Add 36.01% 305,408 0.77
☰ GPN - Global Payments Inc. Add 35.68% 180,216 0.30
☰ ITRN - Ituran Location & Control Ltd. Add 34.26% 416,210 0.25
☰ TUPBQ - Tupperware Brands Corporation Add 33.71% 85,213 0.24
☰ PH - Parker-Hannifin Add 32.69% 173,208 0.61
☰ BNY - Bank of New York Mellon Corp. Add 32.59% 1,011,085 0.99
☰ EG - Everest Group Ltd Add 32.13% 267,221 1.25
☰ CME - CME Group Add 31.73% 138,991 0.33
☰ TWX - Time Warner Inc Add 31.55% 176,475 0.37
☰ ORCL - Oracle Corp. Add 30.89% 1,110,813 1.19
☰ LYV - Live Nation Inc. Add 30.47% 537,032 0.32
☰ MSCI - MSCI Inc. Add 28.72% 108,029 0.14
☰ FICO - Fair Isaac Corp. Add 27.59% 140,774 0.25
☰ MA - Mastercard Inc. Add 27.18% 33,897 0.74
☰ AAPL - Apple Inc. Add 26.45% 77,114 1.19
☰ WLY - John Wiley & Sons Inc Add 25.96% 176,326 0.27
☰ GGQ1 - Google Inc Add 20.44% 7,567 0.21
☰ ACIW - ACI Worldwide Inc. Add 20.42% 173,760 0.30
☰ NDSN - Nordson Corp. Add 19.37% 18,286 0.04
☰ KMG - Kmg Chemicals I Add 19.13% 239,288 0.17
☰ DOV - Dover Corp. Add 13.44% 138,901 0.40
☰ UTX - United Technologies Add 12.66% 73,257 0.26
☰ UTI - Universal Technical Institute, Inc. Add 5.59% 148,751 0.06
☰ MRH - Montpelier Re Holdings Ltd Buy 1,502,251 1.26
☰ LNN - Lindsay Corporation Buy 254,180 0.67
☰ NSP - Insperity Inc. Buy 369,813 0.45
Q2 2013
☰ OTEX - Opentext Corporation Add 1,300.26% 180,645 0.58
☰ RVTY - Perkin-Elmer Inc Add 271.84% 798,692 1.20
☰ UN - Unilever N.V. (adr) Add 173.43% 393,285 0.72
☰ GPN - Global Payments Inc. Add 161.26% 311,755 0.67
☰ WLY - John Wiley & Sons Inc Add 147.11% 404,331 0.75
☰ ORCL - Oracle Corp. Add 64.52% 1,410,069 2.00
☰ NDAQ - Nasdaq Inc. Add 55.20% 1,018,244 1.55
☰ CHKP - Check Point Software Technologies Ltd. Add 51.03% 438,268 1.01
☰ DCI - Donaldson Co. Add 40.71% 135,090 0.22
☰ IILGV - Interval Leisure Group Add 40.02% 90,850 0.08
☰ TUPBQ - Tupperware Brands Corporation Add 38.60% 70,401 0.25
☰ NAVG - Navigators Group Inc Add 38.38% 143,368 0.38
☰ CW - Curtiss-Wright Corp. Add 37.63% 152,193 0.26
☰ FICO - Fair Isaac Corp. Add 37.03% 137,893 0.29
☰ EG - Everest Group Ltd Add 32.36% 203,364 1.21
☰ HUB - Chubb Corp Add 32.06% 142,879 0.56
☰ AAPL - Apple Inc. Add 31.17% 69,292 1.27
☰ LECO - Lincoln Electric Holdings Add 30.71% 54,972 0.15
☰ PRA - ProAssurance Corp. Add 30.21% 59,324 0.14
☰ ITRN - Ituran Location & Control Ltd. Add 29.14% 274,152 0.21
☰ MSCI - MSCI Inc. Add 28.49% 83,408 0.13
☰ KO - Coca Cola Co. Add 28.38% 329,587 0.61
☰ KMG - Kmg Chemicals I Add 26.60% 262,791 0.26
☰ BNY - Bank of New York Mellon Corp. Add 24.15% 603,363 0.78
☰ HPY - Heartland Pmt Sys Add 23.45% 273,923 0.47
☰ MA - Mastercard Inc. Add 21.71% 22,244 0.59
☰ DOV - Dover Corp. Add 17.32% 152,537 0.55
☰ CSCO - Cisco Systems Add 15.86% 404,598 0.46
☰ UTX - United Technologies Add 14.29% 72,331 0.31
☰ V - Visa Inc. Add 14.18% 35,878 0.30
☰ DISCK - Discovery Communications - C Add 11.96% 90,624 0.29
☰ UTI - Universal Technical Institute, Inc. Add 8.56% 209,647 0.10
☰ BEN - Franklin Resources Inc Add 6.84% 32,023 0.20
☰ QCOM - QUALCOMM Inc. Buy 1,095,965 3.10
☰ HOT - Starwood Hotels & Resorts Worldwide Inc Buy 1,051,372 3.08
☰ ESRX - Express Scripts Holding Company Buy 650,422 1.86
☰ ACIW - ACI Worldwide Inc. Buy 850,955 1.83
☰ CHE - Chemed Corp Buy 454,370 1.52
☰ LYV - Live Nation Inc. Buy 1,762,698 1.27
☰ WWD - Woodward Inc. Buy 501,897 0.93
☰ MG - Mistras Group, Inc. Buy 613,475 0.50
☰ NEU - Newmarket Corporation Buy 24,772 0.30
Q1 2013
☰ PRA - ProAssurance Corp. Add 274.83% 143,980 0.40
☰ JOSB - D Jos A Bank Clothiers Inc Add 200.62% 404,726 0.95
☰ HPY - D Heartland Pmt Sys Add 89.24% 550,859 1.07
☰ DB5 - D Dun & Bradstreet Corp Add 85.35% 202,207 0.99
☰ FICO - Fair Isaac Corp. Add 85.30% 171,428 0.46
☰ AAPL - Apple Inc. Add 84.58% 101,863 2.65
☰ NSR - D Neustar Inc Add 81.69% 221,928 0.61
☰ KMG - D Kmg Chemicals I Add 79.80% 438,433 0.50
☰ SONC - D Sonic Corp Add 78.22% 359,444 0.27
☰ CW - Curtiss-Wright Corp. Add 78.16% 177,410 0.36
☰ DCI - Donaldson Co. Add 75.69% 142,970 0.31
☰ NAVG - D Navigators Group Inc Add 73.53% 158,266 0.55
☰ ITRN - Ituran Location & Control Ltd. Add 69.22% 384,851 0.36
☰ CHKP - Check Point Software Technologies Ltd. Add 59.24% 319,503 0.88
☰ JNS - D Janus Cap Group Inc Add 53.92% 649,051 0.36
☰ ICON* - D Iconix Brand Group Inc Add 53.05% 396,439 0.60
☰ ORCL - Oracle Corp. Add 51.70% 744,817 1.42
☰ ENH - D Endurance Specialty Holdings Add 50.93% 266,852 0.75
☰ JAH - D Jarden Corporation Add 50.32% 71,999 0.18
☰ UTI - Universal Technical Institute, Inc. Add 44.37% 753,128 0.56
☰ EG - Everest Group Ltd Add 29.89% 144,629 1.10
☰ KO - Coca Cola Co. Add 28.87% 260,150 0.62
☰ MA - Mastercard Inc. Add 27.94% 22,382 0.71
☰ PH - Parker-Hannifin Add 25.88% 119,574 0.64
☰ CSCO - Cisco Systems Add 25.13% 512,291 0.63
☰ HUB - D Chubb Corp Add 23.05% 83,469 0.43
☰ CME - CME Group Add 22.14% 202,215 0.73
☰ V - Visa Inc. Add 22.06% 45,746 0.46
☰ UTX - D United Technologies Add 21.59% 89,913 0.49
☰ BNY - Bank of New York Mellon Corp. Add 21.24% 437,774 0.72
☰ BEN - D Franklin Resources Inc Add 20.76% 80,481 0.71
☰ MSFT - Microsoft Corp. Add 20.64% 305,279 0.51
☰ DOV - Dover Corp. Add 20.38% 149,147 0.64
☰ TUPBQ - D Tupperware Brands Corporatio Add 17.92% 27,716 0.13
☰ TWX - D Time Warner Inc Add 17.64% 97,614 0.33
☰ LECO - D Lincoln Electric Holdings Add 16.72% 25,639 0.08
☰ DIS - Walt Disney Co. Add 16.43% 151,660 0.51
☰ GGQ1 - D Google Inc Add 12.79% 6,236 0.29
☰ DISCK - D Discovery Communications - C Add 11.62% 78,839 0.32
☰ WLY - D John Wiley & Sons Inc Buy 274,855 0.63
☰ MSCI - MSCI Inc. Buy 292,773 0.58
☰ RVTY - D Perkin-Elmer Inc Buy 293,808 0.58
☰ NDSN - Nordson Corp. Buy 146,126 0.57
☰ GPN - Global Payments Inc. Buy 193,327 0.56
☰ FHI - D Federated Investors Inc Buy 164,747 0.23
☰ OTEX - D Opentext Corporation Buy 13,893 0.05
Q4 2012
☰ HPY - D Heartland Pmt Sys Add 667.46% 536,820 1.37
☰ PRA - ProAssurance Corp. Add 311.27% 39,650 0.14
☰ DB5 - D Dun & Bradstreet Corp Add 266.05% 172,191 1.17
☰ UTI - Universal Technical Institute, Inc. Add 263.73% 1,230,723 1.07
☰ AAPL - Apple Inc. Add 126.91% 67,356 3.09
☰ DCI - Donaldson Co. Add 112.40% 99,961 0.29
☰ JNS - D Janus Cap Group Inc Add 112.19% 636,413 0.47
☰ KMG - D Kmg Chemicals I Add 101.74% 277,057 0.42
☰ FICO - Fair Isaac Corp. Add 101.36% 101,157 0.37
☰ ITRN - Ituran Location & Control Ltd. Add 93.88% 269,223 0.31
☰ NAVG - D Navigators Group Inc Add 88.98% 101,342 0.45
☰ NSR - D Neustar Inc Add 86.53% 126,032 0.45
☰ IILGV - D Interval Leisure Group Add 83.72% 113,179 0.19
☰ AIMC - D Altra Holdings Inc Add 81.43% 198,790 0.38
☰ SONC - D Sonic Corp Add 75.94% 198,336 0.18
☰ IEX - IDEX Corp. Add 71.09% 54,649 0.22
☰ TUPBQ - D Tupperware Brands Corporatio Add 68.13% 62,677 0.35
☰ ENH - D Endurance Specialty Holdings Add 64.88% 206,178 0.71
☰ JOSB - D Jos A Bank Clothiers Inc Add 59.24% 75,053 0.28
☰ ICON* - D Iconix Brand Group Inc Add 56.54% 269,923 0.52
☰ LECO - D Lincoln Electric Holdings Add 55.65% 54,826 0.23
☰ MA - Mastercard Inc. Add 54.08% 28,111 1.19
☰ NTSP - D Netspend Holdings Inc Add 49.30% 538,605 0.55
☰ NDAQ - Nasdaq Inc. Add 47.16% 669,184 1.44
☰ MSFT - Microsoft Corp. Add 46.67% 470,625 1.09
☰ EG - Everest Group Ltd Add 43.86% 147,496 1.40
☰ EV - D Eaton Vance Corp Add 43.05% 246,620 0.68
☰ PH - Parker-Hannifin Add 42.00% 136,660 1.00
☰ CME - CME Group Add 40.28% 262,205 1.15
☰ KO - Coca Cola Co. Add 37.30% 244,834 0.77
☰ DIS - Walt Disney Co. Add 35.95% 244,056 1.05
☰ CSCO - Cisco Systems Add 32.20% 496,479 0.84
☰ UTX - D United Technologies Add 30.81% 98,061 0.69
☰ DOV - Dover Corp. Add 30.40% 170,558 0.97
☰ BEN - D Franklin Resources Inc Add 30.14% 89,778 0.97
☰ ORCL - Oracle Corp. Add 29.80% 330,786 0.95
☰ GGQ1 - D Google Inc Add 26.49% 10,210 0.62
☰ BNY - Bank of New York Mellon Corp. Add 26.46% 431,227 0.96
☰ DISCK - D Discovery Communications - C Add 6.20% 39,601 0.20
☰ CHKP - Check Point Software Technologies Ltd. Buy 539,324 2.22
☰ CW - Curtiss-Wright Corp. Buy 226,992 0.64
☰ WIFI - D Boingo Wireless Inc Buy 328,877 0.21
Q3 2012
☰ LECO - D Lincoln Electric Holdings Add 686.74% 86,001 0.40
☰ CME - CME Group Add 685.78% 568,163 3.88
☰ KO - Coca Cola Co. Add 222.49% 452,846 2.05
☰ TW6 - D Towers Watson & Co Add 135.51% 93,555 0.59
☰ UTI - Universal Technical Institute, Inc. Add 124.25% 258,564 0.42
☰ ENH - D Endurance Specialty Holdings Add 123.00% 175,283 0.81
☰ ICON* - D Iconix Brand Group Inc Add 117.10% 257,492 0.56
☰ DCI - Donaldson Co. Add 112.18% 47,020 0.20
☰ IEX - IDEX Corp. Add 111.15% 40,468 0.20
☰ TUPBQ - D Tupperware Brands Corporatio Add 109.32% 48,045 0.31
☰ NAVG - D Navigators Group Inc Add 105.83% 58,563 0.34
☰ KMG - D Kmg Chemicals I Add 105.27% 139,658 0.31
☰ FICO - Fair Isaac Corp. Add 101.91% 50,373 0.27
☰ JOSB - D Jos A Bank Clothiers Inc Add 94.97% 61,710 0.36
☰ NTSP - D Netspend Holdings Inc Add 93.09% 526,765 0.62
☰ HPY - D Heartland Pmt Sys Add 90.24% 38,151 0.14
☰ PRA - ProAssurance Corp. Add 89.38% 6,012 0.07
☰ AIMC - D Altra Holdings Inc Add 88.50% 114,608 0.25
☰ JNS - D Janus Cap Group Inc Add 87.22% 264,254 0.30
☰ EV - D Eaton Vance Corp Add 86.33% 265,397 0.92
☰ 1504558D - D Gardner Denver Inc Add 80.77% 23,011 0.17
☰ ITRN - Ituran Location & Control Ltd. Add 80.58% 127,959 0.18
☰ NDAQ - Nasdaq Inc. Add 69.12% 579,933 1.61
☰ EG - Everest Group Ltd Add 64.09% 131,357 1.68
☰ MSFT - Microsoft Corp. Add 61.37% 383,502 1.36
☰ BNY - Bank of New York Mellon Corp. Add 58.81% 603,540 1.63
☰ HUB - D Chubb Corp Add 58.77% 139,024 1.27
☰ DOV - Dover Corp. Add 58.39% 206,855 1.47
☰ MA - Mastercard Inc. Add 58.10% 19,103 1.03
☰ UTX - D United Technologies Add 57.77% 116,565 1.09
☰ PH - Parker-Hannifin Add 57.32% 118,563 1.18
☰ CSCO - Cisco Systems Add 54.93% 546,624 1.24
☰ BEN - D Franklin Resources Inc Add 54.46% 105,034 1.57
☰ JAH - D Jarden Corporation Add 53.84% 60,654 0.38
☰ DISCK - D Discovery Communications - C Add 53.79% 223,569 1.50
☰ TWX - D Time Warner Inc Add 52.99% 244,648 1.32
☰ DIS - Walt Disney Co. Add 52.76% 234,457 1.46
☰ ORCL - Oracle Corp. Add 52.01% 379,776 1.43
☰ IHGA - D Intercontinental Hotels Grou Add 51.99% 386,969 1.21
☰ UN - D Unilever N.V. (adr) Add 49.86% 146,624 0.62
☰ AAPL - Apple Inc. Add 49.85% 17,656 1.41
☰ V - Visa Inc. Add 49.08% 78,783 1.26
☰ GGQ1 - D Google Inc Add 49.07% 12,688 1.14
☰ SONC - D Sonic Corp Add 37.78% 71,611 0.09
☰ DB5 - D Dun & Bradstreet Corp Add 25.75% 13,253 0.13
☰ IILGV - D Interval Leisure Group Add 17.47% 20,107 0.05
☰ NATH - D Nathan`s Famous Add 14.52% 17,129 0.06
☰ NSR - D Neustar Inc Buy 145,644 0.70
☰ IWV - D Ishares Russell 3000 Index F N Buy 40,994 0.42
☰ IWM - iShares Russell 2000 ETF Buy 12,650 0.13
☰ INTC - Intel Corp. Buy 7,512 0.02
☰ JNJ - Johnson & Johnson Buy 2,755 0.02
☰ PEP - PepsiCo Inc. Buy 2,194 0.02
☰ PG - Procter & Gamble Buy 2,328 0.02
☰ SLB - Schlumberger Ltd. Buy 2,052 0.02
☰ TROW - T. Rowe Price Group Buy 2,195 0.02
☰ XOM - Exxon Mobil Corp. Buy 1,755 0.02
☰ MO - Altria Group Inc. Buy 2,044 0.01
☰ PM - Philip Morris Intl. Buy 1,050 0.01
☰ SJM - J.M. Smucker Co Buy 681 0.01
Q2 2012
☰ CSCO - Cisco Systems Add 133.43% 568,812 2.05
☰ DB5 - D Dun & Bradstreet Corp Add 93.71% 24,898 0.37
☰ NDAQ - Nasdaq Inc. Add 52.53% 288,935 1.37
☰ TW6 - D Towers Watson & Co Add 50.43% 23,146 0.29
☰ ENH - D Endurance Specialty Holdings Add 47.29% 45,750 0.37
☰ PH - Parker-Hannifin Add 46.40% 65,556 1.06
☰ JOSB - D Jos A Bank Clothiers Inc Add 42.87% 19,496 0.17
☰ UN - D Unilever N.V. (adr) Add 40.04% 84,089 0.59
☰ HUB - D Chubb Corp Add 37.53% 64,543 0.99
☰ TWX - D Time Warner Inc Add 35.89% 121,937 0.99
☰ NTSP - D Netspend Holdings Inc Add 34.92% 146,450 0.28
☰ JNS - D Janus Cap Group Inc Add 33.46% 75,960 0.13
☰ EV - D Eaton Vance Corp Add 30.29% 71,474 0.40
☰ MSFT - Microsoft Corp. Add 29.76% 143,320 0.92
☰ BEN - D Franklin Resources Inc Add 29.59% 44,035 1.03
☰ BNY - Bank of New York Mellon Corp. Add 28.69% 228,828 1.05
☰ EG - Everest Group Ltd Add 28.47% 45,415 0.99
☰ MA - Mastercard Inc. Add 26.84% 6,957 0.63
☰ V - Visa Inc. Add 25.91% 33,032 0.86
☰ IEX - IDEX Corp. Add 25.12% 7,309 0.06
☰ IHGA - D Intercontinental Hotels Grou Add 23.14% 139,877 0.71
☰ UTI - Universal Technical Institute, Inc. Add 22.77% 38,592 0.11
☰ NAVG - D Navigators Group Inc Add 22.58% 10,192 0.11
☰ DOV - Dover Corp. Add 20.92% 61,280 0.69
☰ FICO - Fair Isaac Corp. Add 18.35% 7,664 0.07
☰ KMG - D Kmg Chemicals I Add 18.33% 20,553 0.08
☰ DIS - Walt Disney Co. Add 17.95% 67,639 0.69
☰ UTX - D United Technologies Add 14.93% 26,207 0.42
☰ DISCK - D Discovery Communications - C Add 11.37% 42,430 0.45
☰ JAH - D Jarden Corporation Add 9.80% 10,056 0.09
☰ DCI - Donaldson Co. Add 2.51% 1,027 0.01
☰ KO - Coca Cola Co. Add 1.35% 2,716 0.04
☰ CME - CME Group Buy 82,849 4.66
☰ ORCL - Oracle Corp. Buy 730,178 4.55
☰ ICON* - D Iconix Brand Group Inc Buy 219,884 0.81
☰ TUPBQ - D Tupperware Brands Corporatio Buy 43,947 0.50
☰ AIMC - D Altra Holdings Inc Buy 129,501 0.43
☰ 1504558D - D Gardner Denver Inc Buy 28,489 0.32
Q1 2012
☰ IILGV - D Interval Leisure Group Add 97.79% 79,222 0.37
☰ JAH - D Jarden Corporation Add 70.41% 42,389 0.45
☰ TWX - D Time Warner Inc Add 70.19% 140,106 1.40
☰ AAPL - Apple Inc. Add 50.39% 13,109 2.08
☰ SONC - D Sonic Corp Add 48.75% 73,446 0.15
☰ ENH - D Endurance Specialty Holdings Add 40.38% 27,829 0.30
☰ ITRN - Ituran Location & Control Ltd. Add 39.45% 62,688 0.22
☰ TW6 - D Towers Watson & Co Add 39.17% 12,916 0.23
☰ JOSB - D Jos A Bank Clothiers Inc Add 38.91% 12,740 0.17
☰ IHGA - D Intercontinental Hotels Grou Add 30.75% 142,155 0.87
☰ KO - Coca Cola Co. Add 28.15% 44,116 0.87
☰ FICO - Fair Isaac Corp. Add 26.68% 8,796 0.10
☰ GGQ1 - D Google Inc Add 24.01% 6,465 1.10
☰ BNY - Bank of New York Mellon Corp. Add 19.71% 131,327 0.84
☰ CSCO - Cisco Systems Add 17.49% 63,448 0.36
☰ HUB - D Chubb Corp Add 17.26% 25,317 0.46
☰ DISCK - D Discovery Communications - C Add 16.34% 52,416 0.65
☰ PH - Parker-Hannifin Add 15.25% 18,697 0.42
☰ UN - D Unilever N.V. (adr) Add 14.92% 27,260 0.25
☰ DCI - Donaldson Co. Add 13.81% 4,962 0.05
☰ NTSP - D Netspend Holdings Inc Add 13.78% 50,780 0.10
☰ MDT - Medtronic plc Add 12.92% 17,005 0.18
☰ V - Visa Inc. Add 12.53% 14,196 0.44
☰ MA - Mastercard Inc. Add 12.49% 2,879 0.32
☰ EV - D Eaton Vance Corp Add 12.30% 25,834 0.20
☰ DIS - Walt Disney Co. Add 12.22% 41,027 0.48
☰ DOV - Dover Corp. Add 12.04% 31,471 0.53
☰ UTX - D United Technologies Add 11.81% 18,537 0.41
☰ EG - Everest Group Ltd Add 11.79% 16,832 0.41
☰ DEO - Diageo ADR Add 11.64% 6,772 0.17
☰ FISV - Fiserv Inc. Add 11.00% 9,666 0.18
☰ MSFT - Microsoft Corp. Add 10.68% 46,483 0.40
☰ BEN - D Franklin Resources Inc Add 10.23% 13,816 0.45
☰ NATH - D Nathan`s Famous Add 8.21% 10,120 0.06
☰ NDAQ - Nasdaq Inc. Add 6.48% 33,454 0.23
☰ UTI - Universal Technical Institute, Inc. Buy 169,502 0.59
☰ NAVG - D Navigators Group Inc Buy 45,143 0.57
Q4 2011
☰ BNY - Bank of New York Mellon Corp. Add 75.94% 287,524 1.98
☰ DOV - Dover Corp. Add 34.29% 66,774 1.34
☰ AAPL - Apple Inc. Add 12.77% 2,945 0.41
☰ BCR - D Bard (c.r.) Company Add 9.61% 3,715 0.11
☰ JOSB - D Jos A Bank Clothiers Inc Add 8.32% 2,514 0.04
☰ UTX - D United Technologies Add 6.63% 9,757 0.25
☰ DISCK - D Discovery Communications - C Add 5.48% 16,669 0.22
☰ MSFT - Microsoft Corp. Add 5.00% 20,705 0.19
☰ KO - Coca Cola Co. Add 4.53% 6,798 0.16
☰ EV - D Eaton Vance Corp Add 2.38% 4,882 0.04
☰ TWX - D Time Warner Inc Add 1.04% 2,057 0.03
☰ PH - Parker-Hannifin Add 0.52% 639 0.02
☰ HUB - D Chubb Corp Add 0.36% 529 0.01
☰ DIS - Walt Disney Co. Add 0.29% 973 0.01
☰ BEN - D Franklin Resources Inc Buy 135,012 4.48
☰ IHGA - D Intercontinental Hotels Grou Buy 462,242 2.87
☰ UN - D Unilever N.V. (adr) Buy 182,728 2.17
☰ FISV - Fiserv Inc. Buy 87,896 1.78
☰ NTSP - D Netspend Holdings Inc Buy 368,614 1.03
Q3 2011
☰ DOV - Dover Corp. Add 313.74% 147,657 2.71
☰ DISCK - D Discovery Communications - C Add 278.72% 223,790 3.11
☰ AAPL - Apple Inc. Add 160.45% 14,211 2.14
☰ LECO - D Lincoln Electric Holdings Add 143.75% 47,068 0.54
☰ TXN - Texas Instruments Add 123.86% 134,125 1.41
☰ BCR - D C.r. Bard Inc Add 107.75% 20,046 0.69
☰ MDT - Medtronic plc Add 99.76% 65,823 0.86
☰ PG - Procter & Gamble Add 91.17% 42,086 1.05
☰ TWX - D Time Warner Inc Add 86.36% 91,549 1.08
☰ HUB - D Chubb Corp Add 84.55% 66,958 1.59
☰ DEO - Diageo ADR Add 84.00% 29,589 0.89
☰ DIS - Walt Disney Co. Add 82.19% 151,012 1.80
☰ CMCSK - D Comcast "a Spl" Add 80.55% 217,034 1.78
☰ CSCO - Cisco Systems Add 78.41% 260,748 1.60
☰ KMG - D Kmg Chemicals I Add 74.38% 73,656 0.36
☰ KO - Coca Cola Co. Add 49.59% 49,696 1.32
☰ EG - Everest Group Ltd Add 49.20% 50,420 1.58
☰ NDAQ - Nasdaq Inc. Add 43.45% 174,021 1.59
☰ GGQ1 - D Google Inc Add 39.15% 7,631 1.55
☰ JAH - D Jarden Corporation Add 37.20% 22,952 0.25
☰ MSFT - Microsoft Corp. Add 31.30% 98,773 0.97
☰ DCI - Donaldson Co. Add 23.10% 9,695 0.21
☰ JNS - D Janus Cap Group Inc Add 17.18% 59,699 0.14
☰ ITRN - Ituran Location & Control Ltd. Add 13.31% 24,682 0.11
☰ NATH - D Nathan`s Famous Add 0.41% 669 0.01
☰ V - Visa Inc. Buy 159,285 5.39
☰ UTX - D United Technologies Buy 147,261 4.09
☰ PH - Parker-Hannifin Buy 121,957 3.04
☰ BNY - Bank of New York Mellon Corp. Buy 378,630 2.78
☰ EV - D Eaton Vance Corp Buy 205,225 1.80
☰ NDSN - Nordson Corp. Buy 64,561 1.01
☰ IEX - IDEX Corp. Buy 63,194 0.78
Q2 2011
☰ DIS - Walt Disney Co. Add 166.12% 114,699 2.33
☰ CSCO - Cisco Systems Add 138.78% 193,271 1.57
☰ 6684 - D Hewlett-Packard Add 117.90% 144,261 2.73
☰ PG - Procter & Gamble Add 115.38% 24,728 0.82
☰ MSFT - Microsoft Corp. Add 94.28% 153,148 2.07
☰ GGQ1 - D Google Inc Add 88.55% 9,153 2.41
☰ HUB - D Chubb Corp Add 76.08% 34,216 1.11
☰ DOV - Dover Corp. Add 75.17% 20,196 0.71
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 63.33% 78,692 1.98
☰ IILGV - D Interval Leisure Group Add 59.99% 69,409 0.49
☰ BCR - D C.r. Bard Inc Add 57.70% 6,807 0.39
☰ 1377691D - D Bolt Technology Corp Add 56.79% 56,231 0.36
☰ DEO - Diageo ADR Add 55.63% 12,591 0.54
☰ JNS - D Janus Cap Group Inc Add 53.13% 120,601 0.59
☰ CMCSK - D Comcast "a Spl" Add 51.09% 91,105 1.15
☰ LPS - D Lender Processing Services I C Add 48.58% 43,664 0.47
☰ ENH - D Endurance Specialty Holdings Add 46.56% 27,737 0.60
☰ TXN - Texas Instruments Add 44.34% 33,268 0.57
☰ NDAQ - Nasdaq Inc. Add 44.27% 122,920 1.62
☰ LECO - D Lincoln Electric Holdings Add 44.20% 10,036 0.19
☰ KO - Coca Cola Co. Add 41.12% 29,201 1.02
☰ ITG - D Investment Technology Group Add 39.11% 100,201 0.73
☰ EG - Everest Group Ltd Add 35.73% 26,981 1.15
☰ WHR - Whirlpool Corp. Add 33.82% 17,230 0.73
☰ TRK - D Speedway Motors Add 31.04% 36,539 0.27
☰ MA - Mastercard Inc. Add 28.12% 7,189 1.13
☰ CLGX - D Corelogic Inc Add 20.28% 32,973 0.29
☰ TW6 - D Watson Wyatt & Co Add 19.13% 8,809 0.30
☰ NATH - D Nathan's Famous Add 15.85% 22,179 0.22
☰ FICO - Fair Isaac Corp. Add 10.33% 8,153 0.13
☰ MKL - Markel Group Inc. Add 3.86% 104 0.02
☰ DB5 - D Dun & Bradstreet Corp Add 3.60% 1,166 0.05
☰ KMG - D Kmg Chemicals I Add 2.14% 2,078 0.02
☰ DCI - Donaldson Co. Add 1.51% 625 0.02
☰ TWX - D Time Warner Inc Buy 106,004 2.01
☰ AAPL - Apple Inc. Buy 8,857 1.55
☰ DISCK - D Discovery Communications - C Buy 80,292 1.53
☰ ITRN - Ituran Location & Control Ltd. Buy 185,453 1.36
☰ JAH - D Jarden Corporation Buy 61,696 1.11
Q1 2011
☰ ENH - D Endurance Specialty Holdings Add 180.86% 38,361 1.37
☰ NDAQ - Nasdaq Inc. Add 131.46% 157,685 2.98
☰ SONC - D Sonic Corp Add 81.55% 140,063 0.93
☰ MSFT - Microsoft Corp. Add 71.69% 67,830 1.26
☰ PRA - ProAssurance Corp. Add 71.03% 19,977 0.93
☰ JNS - D Janus Cap Group Inc Add 56.68% 82,107 0.75
☰ TRK - D Speedway Motors Add 53.94% 41,252 0.48
☰ DB5 - D Dun & Bradstreet Corp Add 50.66% 10,876 0.64
☰ NATH - D Nathan's Famous Add 46.49% 44,395 0.56
☰ MKL - Markel Group Inc. Add 41.37% 789 0.24
☰ JOSB - D Jos A Bank Clothiers Inc Add 41.22% 11,087 0.41
☰ PG - Procter & Gamble Add 40.27% 6,153 0.28
☰ EG - Everest Group Ltd Add 38.79% 21,105 1.36
☰ TW6 - D Watson Wyatt & Co Add 37.68% 12,601 0.51
☰ CSCO - Cisco Systems Add 36.93% 37,561 0.47
☰ KMG - D Kmg Chemicals I Add 34.93% 25,097 0.36
☰ 6684 - D Hewlett-Packard Add 34.29% 31,244 0.94
☰ FICO - Fair Isaac Corp. Add 30.85% 18,600 0.43
☰ LECO - D Lincoln Electric Holdings Add 30.17% 5,262 0.29
☰ DCI - Donaldson Co. Add 29.19% 9,341 0.42
☰ JNJ - Johnson & Johnson Add 26.50% 10,837 0.47
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 25.86% 25,532 0.94
☰ GGQ1 - D Google Inc Add 25.77% 2,118 0.91
☰ WHR - Whirlpool Corp. Add 24.69% 10,088 0.63
☰ ITG - D Investment Technology Group Add 22.97% 47,862 0.64
☰ HUB - D Chubb Corp Add 20.27% 7,579 0.34
☰ 1377691D - D Bolt Technology Corp Add 17.73% 14,911 0.15
☰ KO - Coca Cola Co. Add 16.04% 9,815 0.48
☰ TWC - D Time Warner Cable Inc Add 14.15% 7,626 0.40
☰ MDT - Medtronic plc Add 11.26% 6,866 0.20
☰ DISCA - D Discovery Communications - A Add 8.86% 3,279 0.10
☰ TXN - Texas Instruments Add 6.34% 4,474 0.11
☰ CMCSK - D Comcast "a Spl" Add 5.50% 9,297 0.16
☰ CHD - Church & Dwight Add 5.13% 922 0.05
☰ MA - Mastercard Inc. Add 4.67% 1,141 0.21
☰ CLGX - D Corelogic Inc Buy 162,619 2.20
☰ LPS - D Lender Processing Services I C Buy 89,889 2.12
☰ IILGV - D Interval Leisure Group Buy 115,699 1.39
☰ DOV - Dover Corp. Buy 26,868 1.29
☰ MLR - Miller Industries Inc. Buy 18,087 0.22
Q4 2010
☰ MA - Mastercard Inc. Buy 24,425 5.31
☰ TEVA - Teva Pharmaceutical Industries Ltd. Buy 98,718 4.99
☰ GGQ1 - D Google Inc Buy 8,219 4.73
☰ EG - Everest Group Ltd Buy 54,403 4.47
☰ KO - Coca Cola Co. Buy 61,196 3.90
☰ 6684 - D Hewlett-Packard Buy 91,112 3.72
☰ WHR - Whirlpool Corp. Buy 40,860 3.52
☰ TWC - D Time Warner Cable Inc Buy 53,879 3.45
☰ CMCSK - D Comcast "a Spl" Buy 169,034 3.41
☰ DIS - Walt Disney Co. Buy 91,168 3.32
☰ ITG - D Investment Technology Group Buy 208,343 3.31
☰ HOG - Harley-Davidson Buy 91,893 3.09
☰ NDAQ - Nasdaq Inc. Buy 119,948 2.76
☰ MSFT - Microsoft Corp. Buy 94,616 2.56
☰ JNJ - Johnson & Johnson Buy 40,889 2.45
☰ 2777284Z - D Dr Pepper Snapple Group Buy 67,821 2.31
☰ HPY - D Heartland Pmt Sys Buy 150,252 2.25
☰ TXN - Texas Instruments Buy 70,548 2.22
☰ MDT - Medtronic plc Buy 60,962 2.19
☰ HUB - D Chubb Corp Buy 37,397 2.16
☰ CSCO - Cisco Systems Buy 101,708 2.00
☰ HURC - D Hurco Companies Inc Buy 85,468 1.96
☰ JNS - D Janus Cap Group Inc Buy 144,869 1.82
☰ DCI - Donaldson Co. Buy 31,999 1.81
☰ DEO - Diageo ADR Buy 24,555 1.77
☰ DB5 - D Dun & Bradstreet Corp Buy 21,468 1.71
☰ TW6 - D Watson Wyatt & Co Buy 33,444 1.69
☰ SONC - D Sonic Corp Buy 171,752 1.68
☰ PRA - ProAssurance Corp. Buy 28,124 1.65
☰ NATH - D Nathan's Famous Buy 95,503 1.56
☰ DISCA - D Discovery Communications - A Buy 36,993 1.50
☰ GXDX - D Genoptix Inc Buy 79,801 1.47
☰ BCR - D C.r. Bard Inc Buy 15,820 1.41
☰ FICO - Fair Isaac Corp. Buy 60,288 1.37
☰ CHD - Church & Dwight Buy 17,964 1.20
☰ GPN - Global Payments Inc. Buy 26,109 1.17
☰ KMG - D Kmg Chemicals I Buy 71,847 1.15
☰ TRK - D Speedway Motors Buy 76,478 1.14
☰ LECO - D Lincoln Electric Holdings Buy 17,444 1.10
☰ 1377691D - D Bolt Technology Corp Buy 84,109 1.07
☰ JOSB - D Jos A Bank Clothiers Inc Buy 26,896 1.05
☰ ENH - D Endurance Specialty Holdings Buy 21,210 0.95
☰ PG - Procter & Gamble Buy 15,279 0.95
☰ MKL - Markel Group Inc. Buy 1,907 0.70
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