2025-08-14 |
13G/A
|
VRNOF / Verano Holdings Corp.
|
|
19,476,786 |
35,046,627 |
|
|
|
2025-08-14 |
13G/A
|
GTBIF / Green Thumb Industries Inc.
|
|
14,657,578 |
16,091,578 |
|
|
|
2025-08-14 |
13G
|
CWH / Camping World Holdings, Inc.
|
|
1,851,374 |
4,134,705 |
|
|
|
2025-08-14 |
13G
|
RRR / Red Rock Resorts, Inc.
|
|
1,603,126 |
3,059,372 |
|
|
|
2025-08-14 |
13G
|
WK / Workiva Inc.
|
|
|
2,646,768 |
|
|
|
2025-08-14 |
13G
|
ABG / Asbury Automotive Group, Inc.
|
|
389,218 |
1,002,160 |
|
|
|
2025-05-15 |
13G/A
|
ATMU / Atmus Filtration Technologies Inc.
|
|
4,592,614 |
5,757,054 |
|
|
|
2025-05-15 |
13G/A
|
CWH / Camping World Holdings, Inc.
|
|
4,110,205 |
1,851,374 |
|
|
|
2025-05-15 |
13G/A
|
PLAY / Dave & Buster's Entertainment, Inc.
|
|
3,710,359 |
2,905,454 |
|
|
|
2025-02-14 |
13G/A
|
|
|
|
0 |
|
|
|
2025-02-14 |
13G/A
|
CWH / Camping World Holdings, Inc.
|
|
3,845,270 |
4,110,205 |
|
|
|
2025-02-14 |
13G
|
VRNOF / Verano Holdings Corp.
|
|
|
19,476,786 |
|
|
|
2025-02-14 |
13G
|
ATMU / Atmus Filtration Technologies Inc.
|
|
|
4,592,614 |
|
|
|
2025-02-14 |
13G
|
CRLBF / Cresco Labs Inc.
|
|
|
17,753,792 |
|
|
|
2025-02-14 |
13G
|
GTBIF / Green Thumb Industries Inc.
|
|
|
14,657,578 |
|
|
|
2025-01-31 |
13D/A
|
ASH / Ashland Inc.
|
|
3,212,264 |
0 |
|
|
|
2024-11-14 |
13G/A
|
PLAY / Dave & Buster's Entertainment, Inc.
|
|
3,191,559 |
3,710,359 |
|
|
|
2024-11-14 |
13G/A
|
TNDM / Tandem Diabetes Care, Inc.
|
|
5,170,451 |
0 |
|
|
|
2024-11-14 |
13G/A
|
MANU / Manchester United plc
|
|
4,870,944 |
0 |
|
|
|
2024-11-14 |
13G
|
CWH / Camping World Holdings, Inc.
|
|
|
3,845,270 |
|
|
|
2024-04-25 |
13D/A
|
ASH / Ashland Inc.
|
|
4,084,439 |
3,212,264 |
|
|
|
2024-02-14 |
13G/A
|
NEWR / New Relic Inc
|
|
5,120,416 |
0 |
|
|
|
2024-02-14 |
13G
|
MANU / Manchester United plc
|
|
|
4,870,944 |
|
|
|
2024-02-14 |
13G
|
PLAY / Dave & Buster's Entertainment, Inc.
|
|
282,100 |
3,191,559 |
|
|
|
2024-02-14 |
13G
|
TNDM / Tandem Diabetes Care, Inc.
|
|
|
5,170,451 |
|
|
|
2024-02-14 |
13G/A
|
CMAX / CareMax, Inc.
|
|
10,462,311 |
10,424,657 |
|
|
|
2024-02-14 |
13G/A
|
ETWO / E2open Parent Holdings, Inc.
|
|
16,966,812 |
0 |
|
|
|
2023-02-14 |
13G/A
|
RRR / Red Rock Resorts, Inc.
|
|
3,600,707 |
1,603,126 |
|
|
|
2023-02-14 |
13G/A
|
FWAC / Fifth Wall Acquisition Corp III
|
|
1,682,736 |
0 |
|
|
|
2023-02-14 |
13G/A
|
NEWR / New Relic Inc
|
|
4,698,682 |
5,120,416 |
|
|
|
2023-02-14 |
13G
|
ETWO / E2open Parent Holdings, Inc.
|
|
|
16,966,812 |
|
|
|
2023-02-14 |
13G/A
|
CMAX / CareMax, Inc.
|
|
8,079,616 |
10,462,311 |
|
|
|
2022-06-14 |
13D/A
|
ASH / Ashland Inc.
|
|
4,037,968 |
4,084,439 |
|
|
|
2022-02-14 |
13G/A
|
MIC / Macquarie Infrastructure Holdings LLC - Units
|
|
8,601,248 |
0 |
|
|
|
2022-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
1,071,988 |
507,586 |
|
|
|
2022-02-14 |
13G
|
/ CareMax Inc
|
|
|
8,079,616 |
|
|
|
2022-02-14 |
13G
|
FWAC / Fifth Wall Acquisition Corp III
|
|
|
1,682,736 |
|
|
|
2022-02-14 |
13G/A
|
81723H207 / Senior Connect Acquisition Corp I
|
|
|
0 |
|
|
|
2022-02-14 |
13G/A
|
RRR / Red Rock Resorts, Inc.
|
|
5,770,029 |
3,600,707 |
|
|
|
2022-02-14 |
13G/A
|
PLAY / Dave & Buster's Entertainment, Inc.
|
|
3,472,170 |
282,100 |
|
|
|
2022-02-14 |
13G/A
|
NEWR / New Relic Inc
|
|
5,541,520 |
4,698,682 |
|
|
|
2021-02-16 |
13G/A
|
CPRI / Capri Holdings Limited
|
|
13,182,864 |
1,534,132 |
|
|
|
2021-02-16 |
13G
|
NEWR / New Relic Inc
|
|
0 |
5,541,520 |
|
|
|
2021-02-16 |
13G
|
PLAY / Dave & Buster's Entertainment, Inc.
|
|
|
3,472,170 |
|
|
|
2021-02-16 |
13G/A
|
BERY / Berry Global Group, Inc.
|
|
11,844,005 |
6,543,603 |
|
|
|
2021-02-16 |
13G/A
|
PTON / Peloton Interactive, Inc.
|
|
2,576,466 |
0 |
|
|
|
2021-02-16 |
13G
|
MIC / Macquarie Infrastructure Holdings LLC - Units
|
|
|
8,601,248 |
|
|
|
2021-02-16 |
13G
|
RRR / Red Rock Resorts, Inc.
|
|
|
5,770,029 |
|
|
|
2021-02-16 |
13G
|
GPI / Group 1 Automotive, Inc.
|
|
910,522 |
1,071,988 |
|
|
|
2020-11-18 |
13D/A
|
ASH / Ashland Inc.
|
|
5,636,522 |
4,037,968 |
|
|
|
2020-02-14 |
13G/A
|
BERY / Berry Global Group, Inc.
|
|
7,010,282 |
11,844,005 |
|
|
|
2020-02-14 |
13G/A
|
/ Weight Watchers International, Inc.
|
|
4,597,121 |
3,007,544 |
|
|
|
2020-02-14 |
13G/A
|
CPRI / Capri Holdings Limited
|
|
9,796,242 |
13,182,864 |
|
|
|
2020-02-14 |
13G/A
|
GPK / Graphic Packaging Holding Company
|
|
16,171,951 |
0 |
|
|
|
2020-02-14 |
13G/A
|
PTON / Peloton Interactive, Inc.
|
|
|
2,576,466 |
|
|
|
2020-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
1,118,115 |
910,522 |
|
|
|
2019-12-12 |
13D/A
|
ASH / Ashland Inc.
|
|
5,173,974 |
5,636,522 |
|
|
|
2019-10-07 |
13G
|
PTON / Peloton Interactive, Inc.
|
|
|
4,300,000 |
|
|
|
2019-06-13 |
13D
|
ASH / Ashland Inc.
|
|
|
5,173,974 |
|
|
|
2019-05-01 |
13G
|
/ Weight Watchers International, Inc.
|
|
|
4,597,121 |
|
|
|
2019-02-19 |
13G
|
CPRI / Capri Holdings Limited
|
|
|
9,796,242 |
|
|
|
2019-02-15 |
13G
|
BERY / Berry Global Group, Inc.
|
|
|
7,010,282 |
|
|
|
2019-02-14 |
13G/A
|
FWONK / Formula One Group
|
|
10,869,213 |
9,391,295 |
|
|
|
2019-02-14 |
13G/A
|
INXN / InterXion Holding N.V.
|
|
4,346,313 |
2,825,626 |
|
|
|
2019-02-14 |
13G/A
|
CSOD / Cornerstone OnDemand Inc
|
|
5,712,178 |
3,585 |
|
|
|
2019-02-14 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
1,954,259 |
389,218 |
|
|
|
2019-02-14 |
13G/A
|
LEN / Lennar Corporation
|
|
11,140,652 |
3,796,052 |
|
|
|
2019-02-14 |
13G/A
|
NEWR / New Relic Inc
|
|
3,130,056 |
0 |
|
|
|
2019-02-14 |
13G/A
|
JAX / J. Alexanders Holdings Inc
|
|
1,292,267 |
0 |
|
|
|
2019-02-14 |
13G/A
|
PZZA / Papa John's International, Inc.
|
|
2,192,305 |
0 |
|
|
|
2019-02-14 |
13G/A
|
CYBR / CyberArk Software Ltd.
|
|
3,352,576 |
0 |
|
|
|
2019-02-14 |
13G/A
|
MSTR / Strategy Inc
|
|
761,123 |
92,867 |
|
|
|
2019-02-14 |
13G/A
|
P / Pandora Media, Inc.
|
|
18,158,399 |
5,576,306 |
|
|
|
2019-02-14 |
13G/A
|
USFD / US Foods Holding Corp.
|
|
11,666,190 |
6,266,323 |
|
|
|
2019-02-14 |
13G/A
|
WEN / The Wendy's Company
|
|
12,101,840 |
8,008,106 |
|
|
|
2019-02-14 |
13G/A
|
IMPV / Imperva, Inc.
|
|
2,885,315 |
3,137,358 |
|
|
|
2019-02-14 |
13G/A
|
ELLI / Ellie Mae, Inc.
|
|
2,558,531 |
2,309,552 |
|
|
|
2019-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
1,872,248 |
1,118,115 |
|
|
|
2019-02-11 |
13G
|
GPK / Graphic Packaging Holding Company
|
|
|
16,171,951 |
|
|
|
2018-03-29 |
13G
|
FWONK / Formula One Group
|
|
|
10,869,213 |
|
|
|
2018-03-12 |
13G
|
PZZA / Papa John's International, Inc.
|
|
|
2,192,305 |
|
|
|
2018-02-23 |
13G
|
WEN / The Wendy's Company
|
|
11,680,400 |
12,101,840 |
|
|
|
2018-02-20 |
13G
|
USFD / US Foods Holding Corp.
|
|
|
11,666,190 |
|
|
|
2018-02-14 |
13G/A
|
LEN / Lennar Corporation
|
|
10,180,202 |
11,140,652 |
|
|
|
2018-02-14 |
13G/A
|
INXN / InterXion Holding N.V.
|
|
4,476,424 |
4,346,313 |
|
|
|
2018-02-14 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
1,854,789 |
1,954,259 |
|
|
|
2018-02-14 |
13G/A
|
JAX / J. Alexanders Holdings Inc
|
|
1,247,441 |
1,292,267 |
|
|
|
2018-02-14 |
13G/A
|
IMPV / Imperva, Inc.
|
|
3,195,254 |
2,885,315 |
|
|
|
2018-02-14 |
13G/A
|
NEWR / New Relic Inc
|
|
2,997,396 |
3,130,056 |
|
|
|
2018-02-14 |
13G/A
|
ELLI / Ellie Mae, Inc.
|
|
2,061,100 |
2,558,531 |
|
|
|
2018-02-14 |
13G/A
|
P / Pandora Media, Inc.
|
|
12,353,038 |
18,158,399 |
|
|
|
2018-02-14 |
13G/A
|
CSOD / Cornerstone OnDemand Inc
|
|
3,060,300 |
5,712,178 |
|
|
|
2018-02-14 |
13G/A
|
CYBR / CyberArk Software Ltd.
|
|
1,885,875 |
3,352,576 |
|
|
|
2018-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
1,806,687 |
1,872,248 |
|
|
|
2018-02-14 |
13G/A
|
RXN / Rexnord Corp
|
|
7,052,916 |
0 |
|
|
|
2018-02-14 |
13G/A
|
WWE / World Wrestling Entertainment, Inc. - Class A
|
|
3,465,939 |
0 |
|
|
|
2018-02-14 |
13G/A
|
ARRS / ARRIS International plc
|
|
10,013,829 |
4,364,199 |
|
|
|
2018-02-14 |
13G/A
|
WEN / The Wendy's Company
|
|
12,539,078 |
11,680,400 |
|
|
|
2018-02-14 |
13G/A
|
LQ / La Quinta Holdings Inc.
|
|
10,241,211 |
9,608,081 |
|
|
|
2018-02-14 |
13G/A
|
ZNGA / Zynga Inc - Class A
|
|
57,427,296 |
35,156,450 |
|
|
|
2018-02-14 |
13G/A
|
MSTR / Strategy Inc
|
|
711,068 |
761,123 |
|
|
|
2018-02-14 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
6,118,805 |
0 |
|
|
|
2017-11-24 |
13G
|
WEN / The Wendy's Company
|
|
|
12,539,078 |
|
|
|
2017-11-06 |
13G
|
ELLI / Ellie Mae, Inc.
|
|
|
2,061,100 |
|
|
|
2017-09-22 |
13G
|
ARRS / ARRIS International plc
|
|
|
10,013,829 |
|
|
|
2017-08-14 |
13G
|
NEWR / New Relic Inc
|
|
|
2,997,396 |
|
|
|
2017-07-24 |
13G
|
CYBR / CyberArk Software Ltd.
|
|
|
1,885,875 |
|
|
|
2017-07-10 |
13G
|
CSOD / Cornerstone OnDemand Inc
|
|
|
3,060,300 |
|
|
|
2017-05-05 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
7,256,678 |
0 |
|
|
|
2017-04-07 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
7,256,678 |
7,256,678 |
|
|
|
2017-03-20 |
13D/A
|
ADSK / Autodesk, Inc.
|
|
13,082,588 |
8,017,159 |
|
|
|
2017-03-20 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
7,256,678 |
7,256,678 |
|
|
|
2017-03-09 |
13G
|
RXN / Rexnord Corp
|
|
|
7,052,916 |
|
|
|
2017-02-14 |
13G/A
|
WWE / World Wrestling Entertainment, Inc. - Class A
|
|
3,387,248 |
3,465,939 |
|
|
|
2017-02-14 |
13G/A
|
TTWO / Take-Two Interactive Software, Inc.
|
|
4,576,563 |
1,870,142 |
|
|
|
2017-02-14 |
13G/A
|
MSTR / Strategy Inc
|
|
913,865 |
711,068 |
|
|
|
2017-02-14 |
13G/A
|
LQ / La Quinta Holdings Inc.
|
|
10,963,937 |
10,241,211 |
|
|
|
2017-02-14 |
13G/A
|
YELP / Yelp Inc.
|
|
3,627,398 |
0 |
|
|
|
2017-02-14 |
13G/A
|
P / Pandora Media, Inc.
|
|
10,744,173 |
12,353,038 |
|
|
|
2017-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
2,190,730 |
1,806,687 |
|
|
|
2017-02-14 |
13G/A
|
CAA / CalAtlantic Group, Inc.
|
|
6,060,442 |
1,370,937 |
|
|
|
2017-02-14 |
13G/A
|
FOSL / Fossil Group, Inc.
|
|
2,659,259 |
435 |
|
|
|
2017-02-14 |
13G/A
|
JAX / J. Alexanders Holdings Inc
|
|
1,260,728 |
1,247,441 |
|
|
|
2017-02-14 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
7,299,282 |
6,118,805 |
|
|
|
2017-02-14 |
13G/A
|
INXN / InterXion Holding N.V.
|
|
5,361,519 |
4,476,424 |
|
|
|
2017-02-14 |
13G/A
|
ZNGA / Zynga Inc - Class A
|
|
76,204,421 |
57,427,296 |
|
|
|
2017-02-14 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
2,395,636 |
1,854,789 |
|
|
|
2017-02-10 |
13G
|
IMPV / Imperva, Inc.
|
|
|
3,195,254 |
|
|
|
2017-02-01 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
6,146,105 |
7,256,678 |
|
|
|
2017-01-13 |
13G
|
LEN / Lennar Corporation
|
|
|
10,180,202 |
|
|
|
2017-01-13 |
13G
|
LEN.B / Lennar Corporation
|
|
|
10,180,202 |
|
|
|
2016-03-11 |
13D/A
|
ADSK / Autodesk, Inc.
|
|
13,082,588 |
13,082,588 |
|
|
|
2016-03-02 |
13G
|
RH / RH
|
|
|
1,251,970 |
|
|
|
2016-02-19 |
13G
|
CAA / CalAtlantic Group, Inc.
|
|
|
6,060,442 |
|
|
|
2016-02-16 |
13G/A
|
Xoom / XOOM Corp
|
|
|
0 |
|
|
|
2016-02-16 |
13G/A
|
WWE / World Wrestling Entertainment, Inc. - Class A
|
|
|
3,387,248 |
|
|
|
2016-02-16 |
13G/A
|
ZNGA / Zynga Inc - Class A
|
|
|
76,204,421 |
|
|
|
2016-02-16 |
13G/A
|
INXN / InterXion Holding N.V.
|
|
|
5,361,519 |
|
|
|
2016-02-16 |
13G/A
|
GNC / GNC Holdings, Inc.
|
|
4,606,897 |
3,305,303 |
|
|
|
2016-02-16 |
13G/A
|
LQ / La Quinta Holdings Inc.
|
|
9,620,053 |
10,963,937 |
|
|
|
2016-02-16 |
13G
|
JAX / J. Alexanders Holdings Inc
|
|
|
1,260,728 |
|
|
|
2016-02-16 |
13G/A
|
FOSL / Fossil Group, Inc.
|
|
|
2,659,259 |
|
|
|
2016-02-16 |
13G/A
|
GMCR / Keurig Green Mountain, Inc.
|
|
106,606,121 |
10,711,542 |
|
|
|
2016-02-16 |
13G/A
|
DAR / Darling Ingredients Inc.
|
|
|
0 |
|
|
|
2016-02-16 |
13G/A
|
43739Q100 / HomeAway, Inc.
|
|
7,030,364 |
0 |
|
|
|
2016-02-16 |
13G/A
|
YELP / Yelp Inc.
|
|
3,327,200 |
3,627,398 |
|
|
|
2016-02-16 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
|
7,299,282 |
|
|
|
2016-02-16 |
13G/A
|
P / Pandora Media, Inc.
|
|
12,009,112 |
10,744,173 |
|
|
|
2016-02-16 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
|
2,395,636 |
|
|
|
2016-02-16 |
13G/A
|
MDRX / Veradigm Inc.
|
|
|
4,480 |
|
|
|
2016-02-16 |
13G/A
|
MSTR / Strategy Inc
|
|
|
913,865 |
|
|
|
2016-02-16 |
13G/A
|
SAH / Sonic Automotive, Inc.
|
|
|
3,191,656 |
|
|
|
2016-02-16 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
|
2,190,730 |
|
|
|
2016-01-21 |
13G
|
TTWO / Take-Two Interactive Software, Inc.
|
|
|
4,576,563 |
|
|
|
2015-12-11 |
13D/A
|
ADSK / Autodesk, Inc.
|
|
13,082,588 |
13,082,588 |
|
|
|
2015-11-30 |
13G
|
GMCR / Keurig Green Mountain, Inc.
|
|
|
10,660,612 |
|
|
|
2015-11-27 |
13G
|
LQ / La Quinta Holdings Inc.
|
|
|
9,620,053 |
|
|
|
2015-11-16 |
13G
|
43739Q100 / HomeAway, Inc.
|
|
|
7,030,364 |
|
|
|
2015-11-16 |
13D
|
ADSK / Autodesk, Inc.
|
|
|
13,082,588 |
|
|
|
2015-11-10 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
4,807,298 |
6,146,105 |
|
|
|
2015-11-02 |
13G
|
P / Pandora Media, Inc.
|
|
|
12,009,112 |
|
|
|
2015-10-27 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
4,027,531 |
4,807,298 |
|
|
|
2015-09-11 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
3,206,077 |
4,027,531 |
|
|
|
2015-06-09 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
3,206,077 |
|
|
|
2015-05-26 |
13G
|
YELP / Yelp Inc.
|
|
|
3,327,200 |
|
|
|
2015-03-20 |
13G
|
GNC / GNC Holdings, Inc.
|
|
|
4,606,897 |
|
|
|
2015-02-27 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
4,519,479 |
|
|
|
2015-02-17 |
13G/A
|
MDRX / Veradigm Inc.
|
|
|
10,799,287 |
|
|
|
2015-02-17 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
|
1,761,880 |
|
|
|
2015-02-17 |
13G/A
|
ARO / Aeropostale Inc
|
|
|
0 |
|
|
|
2015-02-17 |
13G/A
|
INXN / InterXion Holding N.V.
|
|
|
6,063,008 |
|
|
|
2015-02-17 |
13G/A
|
ZNGA / Zynga Inc - Class A
|
|
|
62,490,630 |
|
|
|
2015-02-17 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
|
1,564,839 |
|
|
|
2015-02-17 |
13G/A
|
SAH / Sonic Automotive, Inc.
|
|
|
3,485,230 |
|
|
|
2015-02-17 |
13G/A
|
918194101 / VCA Inc.
|
|
|
0 |
|
|
|
2015-02-17 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
|
5,850,763 |
|
|
|
2015-02-17 |
13G/A
|
MSTR / Strategy Inc
|
|
|
849,389 |
|
|
|
2015-02-17 |
13G/A
|
FOSL / Fossil Group, Inc.
|
|
|
2,723,153 |
|
|
|
2015-02-17 |
13G/A
|
TIBX / Tibco Software
|
|
|
0 |
|
|
|
2015-02-17 |
13G/A
|
WWE / World Wrestling Entertainment, Inc. - Class A
|
|
|
3,239,502 |
|
|
|
2014-12-29 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
5,719,479 |
|
|
|
2014-12-29 |
13G
|
DAR / Darling Ingredients Inc.
|
|
|
8,262,343 |
|
|
|
2014-12-19 |
13G
|
Xoom / XOOM Corp
|
|
|
2,449,508 |
|
|
|
2014-12-18 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
5,718,779 |
|
|
|
2014-10-10 |
13G
|
FNF / Fidelity National Financial, Inc.
|
|
|
5,559,929 |
|
|
|
2014-10-09 |
13G
|
TIBX / Tibco Software
|
|
|
8,814,760 |
|
|
|
2014-09-02 |
13G
|
ZNGA / Zynga Inc - Class A
|
|
|
38,067,989 |
|
|
|
2014-08-11 |
13G
|
WWE / World Wrestling Entertainment, Inc. - Class A
|
|
|
3,170,863 |
|
|
|
2014-06-13 |
13G
|
MDRX / Veradigm Inc.
|
|
|
9,207,056 |
|
|
|
2014-06-12 |
13G
|
FOSL / Fossil Group, Inc.
|
|
|
2,705,301 |
|
|
|
2014-04-07 |
13G
|
INXN / InterXion Holding N.V.
|
|
|
3,889,362 |
|
|
|
2014-02-25 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
4,684,200 |
|
|
|
2014-02-14 |
13G/A
|
MSTR / Strategy Inc
|
|
|
885,072 |
|
|
|
2014-02-14 |
13G/A
|
SAH / Sonic Automotive, Inc.
|
|
|
2,845,758 |
|
|
|
2014-02-14 |
13G/A
|
GPI / Group 1 Automotive, Inc.
|
|
|
1,499,088 |
|
|
|
2014-02-14 |
13G/A
|
ABG / Asbury Automotive Group, Inc.
|
|
|
1,822,913 |
|
|
|
2014-02-14 |
13G/A
|
ARO / Aeropostale Inc
|
|
|
4,247,824 |
|
|
|
2014-02-14 |
13G/A
|
918194101 / VCA Inc.
|
|
|
4,893,780 |
|
|
|
2014-01-14 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
4,684,200 |
|
|
|
2013-11-15 |
13D/A
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
4,684,200 |
|
|
|
2013-11-07 |
13D
|
US87403A1079 / Tailored Brands, Inc.
|
|
|
4,684,200 |
|
|
|
2013-10-15 |
13G
|
GPI / Group 1 Automotive, Inc.
|
|
|
1,312,745 |
|
|
|
2013-10-10 |
13G
|
SAH / Sonic Automotive, Inc.
|
|
|
2,065,739 |
|
|
|
2013-09-27 |
13G
|
ARO / Aeropostale Inc
|
|
|
4,212,628 |
|
|
|
2013-06-07 |
13G
|
918194101 / VCA Inc.
|
|
|
4,805,516 |
|
|
|
2013-04-29 |
13G
|
ABG / Asbury Automotive Group, Inc.
|
|
|
1,718,704 |
|
|
|
2013-02-14 |
13G/A
|
MSTR / Strategy Inc
|
|
|
844,992 |
|
|
|
2012-06-11 |
13G
|
MSTR / Strategy Inc
|
|
|
470,825 |
|
|
|
2012-02-14 |
13G/A
|
IBKR / Interactive Brokers Group, Inc.
|
|
|
0 |
|
|
|
2012-02-14 |
13G/A
|
US670008AD31 / NOVELLUS SYS INC Bond
|
|
|
5,785,677 |
|
|
|