2025-08-14 |
13G/A
|
FBIN / Fortune Brands Innovations, Inc.
|
|
8,559,466 |
5,194,296 |
|
|
|
2025-05-15 |
13G/A
|
MIDD / The Middleby Corporation
|
|
6,561,001 |
5,517,126 |
|
|
|
2025-05-15 |
13G/A
|
SCI / Service Corporation International
|
|
9,123,512 |
7,019,395 |
|
|
|
2025-05-15 |
13G/A
|
DAY / Dayforce Inc.
|
|
11,400,740 |
5,436,576 |
|
|
|
2025-05-15 |
13G/A
|
SGI / Somnigroup International Inc.
|
|
18,770,274 |
15,130,546 |
|
|
|
2025-05-15 |
13G/A
|
MIDD / The Middleby Corporation
|
|
6,561,001 |
5,517,126 |
|
|
|
2025-02-27 |
13D
|
SIG / Signet Jewelers Limited
|
|
4,306,370 |
4,217,695 |
|
|
|
2025-02-14 |
13G/A
|
LYV / Live Nation Entertainment, Inc.
|
|
12,573,719 |
8,442,456 |
|
|
|
2025-02-14 |
13G/A
|
NEOG / Neogen Corporation
|
|
13,241,197 |
9,396,150 |
|
|
|
2025-02-14 |
13G/A
|
SGI / Somnigroup International Inc.
|
|
22,698,406 |
18,770,274 |
|
|
|
2025-02-14 |
13G/A
|
TTC / The Toro Company
|
|
5,557,179 |
4,905,975 |
|
|
|
2025-02-14 |
13G
|
VIK / Viking Holdings Ltd
|
|
|
17,279,911 |
|
|
|
2025-02-14 |
13G/A
|
CNM / Core & Main, Inc.
|
|
16,375,022 |
13,182,779 |
|
|
|
2025-02-14 |
13G/A
|
DAY / Dayforce Inc.
|
|
15,010,967 |
11,400,740 |
|
|
|
2025-02-07 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
7,444,324 |
4,306,370 |
|
|
|
2024-11-14 |
13G
|
SCI / Service Corporation International
|
|
4,913,672 |
9,123,512 |
|
|
|
2024-11-14 |
13G/A
|
MTN / Vail Resorts, Inc.
|
|
2,722,916 |
616,355 |
|
|
|
2024-11-14 |
13G/A
|
RVTY / Revvity, Inc.
|
|
11,272,550 |
5,174,224 |
|
|
|
2024-11-14 |
13G/A
|
MORN / Morningstar, Inc.
|
|
2,984,115 |
1,759,321 |
|
|
|
2024-11-14 |
13G
|
NEOG / Neogen Corporation
|
|
|
13,241,197 |
|
|
|
2024-11-14 |
13G/A
|
OSW / OneSpaWorld Holdings Limited
|
|
8,448,600 |
5,165,163 |
|
|
|
2024-11-14 |
13G
|
LYV / Live Nation Entertainment, Inc.
|
|
|
12,573,719 |
|
|
|
2024-11-14 |
13G/A
|
MIDD / The Middleby Corporation
|
|
5,515,084 |
6,561,001 |
|
|
|
2024-11-14 |
13G
|
ITT / ITT Inc.
|
|
|
4,237,979 |
|
|
|
2024-11-14 |
13G/A
|
NAPA / The Duckhorn Portfolio, Inc.
|
|
8,406,702 |
176,255 |
|
|
|
2024-11-14 |
13G
|
FBIN / Fortune Brands Innovations, Inc.
|
|
|
8,559,466 |
|
|
|
2024-11-14 |
13G/A
|
CLH / Clean Harbors, Inc.
|
|
2,957,014 |
1,671,042 |
|
|
|
2024-11-14 |
13G/A
|
CNM / Core & Main, Inc.
|
|
9,159,877 |
16,375,022 |
|
|
|
2024-11-14 |
13G/A
|
BRO / Brown & Brown, Inc.
|
|
14,310,766 |
9,573,280 |
|
|
|
2024-04-10 |
13G/A
|
MIDD / The Middleby Corporation
|
|
4,954,096 |
5,515,084 |
|
|
|
2024-02-14 |
13G/A
|
MORN / Morningstar, Inc.
|
|
3,945,781 |
2,984,115 |
|
|
|
2024-02-14 |
13G/A
|
BRO / Brown & Brown, Inc.
|
|
17,261,734 |
14,310,766 |
|
|
|
2024-02-14 |
13G/A
|
CDW / CDW Corporation
|
|
6,780,830 |
5,209,137 |
|
|
|
2024-02-14 |
13G/A
|
DAY / Dayforce Inc.
|
|
18,469,873 |
15,010,967 |
|
|
|
2024-02-14 |
13G/A
|
CLH / Clean Harbors, Inc.
|
|
|
2,957,014 |
|
|
|
2024-02-14 |
13G/A
|
CNM / Core & Main, Inc.
|
|
9,320,466 |
9,159,877 |
|
|
|
2024-02-14 |
13G/A
|
NAPA / The Duckhorn Portfolio, Inc.
|
|
6,527,103 |
8,406,702 |
|
|
|
2024-02-14 |
13G/A
|
ENTG / Entegris, Inc.
|
|
7,489,928 |
6,555,110 |
|
|
|
2024-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,610,893 |
2,432,363 |
|
|
|
2024-02-14 |
13G/A
|
MIDD / The Middleby Corporation
|
|
4,536,791 |
4,954,096 |
|
|
|
2024-02-14 |
13G/A
|
OSW / OneSpaWorld Holdings Limited
|
|
8,872,973 |
8,448,600 |
|
|
|
2024-02-14 |
13G/A
|
ST / Sensata Technologies Holding plc
|
|
9,852,952 |
3,404,257 |
|
|
|
2024-02-14 |
13G/A
|
RVTY / Revvity, Inc.
|
|
9,777,698 |
11,272,550 |
|
|
|
2024-02-14 |
13G/A
|
TTC / The Toro Company
|
|
5,839,470 |
5,557,179 |
|
|
|
2024-02-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
9,739,363 |
7,444,324 |
|
|
|
2024-02-14 |
13G/A
|
SCI / Service Corporation International
|
|
8,379,769 |
4,913,672 |
|
|
|
2024-02-14 |
13G/A
|
SGI / Somnigroup International Inc.
|
|
18,157,260 |
22,698,406 |
|
|
|
2024-02-14 |
13G/A
|
MTN / Vail Resorts, Inc.
|
|
2,612,048 |
2,722,916 |
|
|
|
2023-11-13 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
17,414,616 |
6,835,080 |
|
|
|
2023-06-02 |
13G/A
|
OSW / OneSpaWorld Holdings Limited
|
|
6,979,327 |
8,872,973 |
|
|
|
2023-06-02 |
13G/A
|
SGI / Somnigroup International Inc.
|
|
9,639,458 |
18,157,260 |
|
|
|
2023-02-14 |
13G
|
SCI / Service Corporation International
|
|
3,034,829 |
8,379,769 |
|
|
|
2023-02-14 |
13G
|
MTN / Vail Resorts, Inc.
|
|
|
2,612,048 |
|
|
|
2023-02-14 |
13G
|
TPX / Somnigroup International Inc.
|
|
0 |
9,639,458 |
|
|
|
2023-02-14 |
13G
|
TTC / The Toro Company
|
|
4,626,911 |
5,839,470 |
|
|
|
2023-02-14 |
13G/A
|
AEO / American Eagle Outfitters, Inc.
|
|
12,124,914 |
276 |
|
|
|
2023-02-14 |
13G/A
|
PWSC / PowerSchool Holdings, Inc.
|
|
14,333,927 |
3,385,574 |
|
|
|
2023-02-14 |
13G/A
|
PTLO / Portillo's Inc.
|
|
1,949,925 |
796,348 |
|
|
|
2023-02-14 |
13G/A
|
RVTY / Revvity, Inc.
|
|
6,222,710 |
9,777,698 |
|
|
|
2023-02-14 |
13G/A
|
PAY / Paymentus Holdings, Inc.
|
|
963,628 |
0 |
|
|
|
2023-02-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
9,785,818 |
9,739,363 |
|
|
|
2023-02-14 |
13G/A
|
ENTG / Entegris, Inc.
|
|
6,946,667 |
7,489,928 |
|
|
|
2023-02-14 |
13G/A
|
EVBG / Everbridge, Inc.
|
|
3,691,050 |
0 |
|
|
|
2023-02-14 |
13G/A
|
DAY / Dayforce Inc.
|
|
|
18,469,873 |
|
|
|
2023-02-14 |
13G/A
|
BRO / Brown & Brown, Inc.
|
|
18,275,989 |
17,261,734 |
|
|
|
2023-02-14 |
13G/A
|
CNM / Core & Main, Inc.
|
|
8,620,732 |
9,320,466 |
|
|
|
2023-02-14 |
13G
|
MIDD / The Middleby Corporation
|
|
|
4,536,791 |
|
|
|
2023-02-14 |
13G/A
|
ST / Sensata Technologies Holding plc
|
|
9,318,027 |
9,852,952 |
|
|
|
2023-02-14 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
16,957,334 |
17,414,616 |
|
|
|
2023-02-14 |
13G
|
OSW / OneSpaWorld Holdings Limited
|
|
6,977,327 |
6,979,327 |
|
|
|
2023-02-14 |
13G/A
|
CLVT / Clarivate Plc
|
|
35,932,673 |
11,436,126 |
|
|
|
2023-02-14 |
13G/A
|
SSNC / SS&C Technologies Holdings, Inc.
|
|
15,734,073 |
|
|
|
|
2023-02-14 |
13G/A
|
CDW / CDW Corporation
|
|
7,016,322 |
6,780,830 |
|
|
|
2023-02-14 |
13G/A
|
NAPA / The Duckhorn Portfolio, Inc.
|
|
6,241,006 |
6,527,103 |
|
|
|
2023-02-14 |
13G/A
|
MRVI / Maravai LifeSciences Holdings, Inc.
|
|
11,521,575 |
2,524,793 |
|
|
|
2023-02-14 |
13G/A
|
IBKR / Interactive Brokers Group, Inc.
|
|
5,705,858 |
3,151,025 |
|
|
|
2023-02-14 |
13G/A
|
MORN / Morningstar, Inc.
|
|
4,850,288 |
3,945,781 |
|
|
|
2023-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,505,954 |
3,610,893 |
|
|
|
2022-12-09 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
15,353,869 |
16,957,334 |
|
|
|
2022-12-02 |
13G
|
OSW / OneSpaWorld Holdings Limited
|
|
|
6,977,327 |
|
|
|
2022-11-10 |
13G/A
|
MRVI / Maravai LifeSciences Holdings, Inc.
|
|
20,542,503 |
11,521,575 |
|
|
|
2022-10-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
9,599,390 |
9,785,818 |
|
|
|
2022-08-02 |
13G/A
|
AEO / American Eagle Outfitters, Inc.
|
|
24,946,564 |
12,124,914 |
|
|
|
2022-05-27 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,065,222 |
9,599,390 |
|
|
|
2022-05-27 |
13G/A
|
AEO / American Eagle Outfitters, Inc.
|
|
21,593,679 |
24,946,564 |
|
|
|
2022-05-23 |
13G/A
|
PTLO / Portillo's Inc.
|
|
3,771,957 |
1,949,925 |
|
|
|
2022-05-09 |
13G/A
|
DAY / Dayforce Inc.
|
|
12,263,210 |
|
|
|
|
2022-05-04 |
13G
|
PRM / Perimeter Solutions, Inc.
|
|
|
15,353,869 |
|
|
|
2022-03-22 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
5,541,332 |
8,065,222 |
|
|
|
2022-02-14 |
13G
|
CDAY / Ceridian HCM Holding Inc.
|
|
6,263,130 |
12,263,210 |
|
|
|
2022-02-14 |
13G/A
|
EVBG / Everbridge, Inc.
|
|
4,129,475 |
3,691,050 |
|
|
|
2022-02-14 |
13G/A
|
MORN / Morningstar, Inc.
|
|
4,394,941 |
4,850,288 |
|
|
|
2022-02-14 |
13G
|
IBKR / Interactive Brokers Group, Inc.
|
|
5,705,858 |
5,705,858 |
|
|
|
2022-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,527,092 |
3,505,954 |
|
|
|
2022-02-14 |
13G/A
|
CLVT / Clarivate Plc
|
|
37,340,871 |
35,932,673 |
|
|
|
2022-02-14 |
13G/A
|
RVTY / Revvity, Inc.
|
|
10,326,192 |
6,222,710 |
|
|
|
2022-02-14 |
13G/A
|
/ Hillman Solutions Corp.
|
|
12,770,156 |
0 |
|
|
|
2022-02-14 |
13G
|
PWSC / PowerSchool Holdings, Inc.
|
|
14,333,927 |
14,333,927 |
|
|
|
2022-02-14 |
13G
|
ENTG / Entegris, Inc.
|
|
6,946,667 |
6,946,667 |
|
|
|
2022-02-14 |
13G/A
|
GDDY / GoDaddy Inc.
|
|
10,592,947 |
7,806,708 |
|
|
|
2022-02-14 |
13G
|
SSNC / SS&C Technologies Holdings, Inc.
|
|
4,235,863 |
15,734,073 |
|
|
|
2022-02-14 |
13G/A
|
SCI / Service Corporation International
|
|
13,098,003 |
3,034,829 |
|
|
|
2022-02-14 |
13G/A
|
SHAK / Shake Shack Inc.
|
|
2,752,091 |
0 |
|
|
|
2022-02-14 |
13G/A
|
BLDR / Builders FirstSource, Inc.
|
|
6,097,333 |
1,029,562 |
|
|
|
2022-02-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
5,927,512 |
5,541,332 |
|
|
|
2022-02-14 |
13G/A
|
MRVI / Maravai LifeSciences Holdings, Inc.
|
|
14,934,837 |
20,542,503 |
|
|
|
2022-02-14 |
13G/A
|
TENB / Tenable Holdings, Inc.
|
|
5,323,628 |
30,446 |
|
|
|
2022-02-14 |
13G/A
|
MIMO / Airspan Networks Holdings Inc.
|
|
964,183 |
0 |
|
|
|
2022-02-14 |
13G/A
|
TTC / The Toro Company
|
|
5,936,672 |
4,626,911 |
|
|
|
2022-02-14 |
13G
|
BRO / Brown & Brown, Inc.
|
|
18,275,989 |
18,275,989 |
|
|
|
2022-02-14 |
13G
|
ST / Sensata Technologies Holding plc
|
|
9,318,027 |
9,318,027 |
|
|
|
2022-02-14 |
13G/A
|
CDW / CDW Corporation
|
|
7,460,535 |
7,016,322 |
|
|
|
2022-02-14 |
13G/A
|
CINF / Cincinnati Financial Corporation
|
|
9,110,578 |
3,131,880 |
|
|
|
2022-02-14 |
13G/A
|
PTLO / Portillo's Inc.
|
|
3,771,957 |
3,771,957 |
|
|
|
2022-02-14 |
13G
|
CNM / Core & Main, Inc.
|
|
8,620,732 |
8,620,732 |
|
|
|
2022-02-14 |
13G/A
|
AEO / American Eagle Outfitters, Inc.
|
|
17,759,959 |
21,593,679 |
|
|
|
2022-02-14 |
13G
|
PAY / Paymentus Holdings, Inc.
|
|
963,628 |
963,628 |
|
|
|
2022-02-14 |
13G/A
|
LEVI / Levi Strauss & Co.
|
|
5,972,296 |
0 |
|
|
|
2022-02-11 |
13G
|
NAPA / The Duckhorn Portfolio, Inc.
|
|
|
6,241,006 |
|
|
|
2021-11-09 |
13G
|
MRVI / Maravai LifeSciences Holdings, Inc.
|
|
|
14,934,837 |
|
|
|
2021-11-09 |
13G/A
|
MORN / Morningstar, Inc.
|
|
2,235,950 |
4,394,941 |
|
|
|
2021-10-29 |
13G
|
US51476H1005 / Landcadia Holdings III, Inc. Class A
|
|
10,022,000 |
3,996,964 |
|
|
|
2021-09-08 |
13G/A
|
MDP / Meredith Holdings Corp
|
|
4,145,309 |
1,945,536 |
|
|
|
2021-09-03 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,545,690 |
5,927,512 |
|
|
|
2021-08-09 |
13G/A
|
/ Hillman Solutions Corp.
|
|
|
12,770,156 |
|
|
|
2021-07-09 |
13G
|
AEO / American Eagle Outfitters, Inc.
|
|
|
17,759,959 |
|
|
|
2021-04-23 |
13G
|
MIMO / Airspan Networks Holdings Inc.
|
|
|
964,183 |
|
|
|
2021-03-22 |
13G/A
|
US51476H1005 / Landcadia Holdings III, Inc. Class A
|
|
5,202,339 |
10,022,000 |
|
|
|
2021-03-05 |
13G
|
US51476H1005 / Landcadia Holdings III, Inc. Class A
|
|
|
5,202,339 |
|
|
|
2021-02-12 |
13G/A
|
MDP / Meredith Holdings Corp
|
|
4,157,973 |
4,145,309 |
|
|
|
2021-02-12 |
13G/A
|
GOOS / Canada Goose Holdings Inc.
|
|
4,350,529 |
0 |
|
|
|
2021-02-12 |
13G
|
BLDR / Builders FirstSource, Inc.
|
|
|
6,097,333 |
|
|
|
2021-02-12 |
13G/A
|
CDAY / Ceridian HCM Holding Inc.
|
|
11,680,968 |
6,263,130 |
|
|
|
2021-02-12 |
13G
|
CDW / CDW Corporation
|
|
|
7,460,535 |
|
|
|
2021-02-12 |
13G
|
CLVT / Clarivate Plc
|
|
|
37,340,871 |
|
|
|
2021-02-12 |
13G
|
CINF / Cincinnati Financial Corporation
|
|
|
9,110,578 |
|
|
|
2021-02-12 |
13G/A
|
EVBG / Everbridge, Inc.
|
|
3,860,880 |
4,129,475 |
|
|
|
2021-02-12 |
13G/A
|
DAIO / Data I/O Corporation
|
|
712,755 |
185,500 |
|
|
|
2021-02-12 |
13G
|
GDDY / GoDaddy Inc.
|
|
|
10,592,947 |
|
|
|
2021-02-12 |
13G
|
MLM / Martin Marietta Materials, Inc.
|
|
|
3,527,092 |
|
|
|
2021-02-12 |
13G
|
MORN / Morningstar, Inc.
|
|
|
2,235,950 |
|
|
|
2021-02-12 |
13G/A
|
PKI / Revvity Inc.
|
|
5,689,324 |
10,326,192 |
|
|
|
2021-02-12 |
13G/A
|
TMX / Terminix Global Holdings Inc
|
|
8,880,685 |
0 |
|
|
|
2021-02-12 |
13G
|
SCI / Service Corporation International
|
|
5,271,057 |
13,098,003 |
|
|
|
2021-02-12 |
13G/A
|
RESN / Resonant Inc
|
|
4,000,000 |
746,567 |
|
|
|
2021-02-12 |
13G
|
SHAK / Shake Shack Inc.
|
|
152,401 |
2,752,091 |
|
|
|
2021-02-12 |
13G
|
TTC / The Toro Company
|
|
|
5,936,672 |
|
|
|
2021-02-12 |
13G
|
TENB / Tenable Holdings, Inc.
|
|
|
5,323,628 |
|
|
|
2021-02-12 |
13G
|
BTRS / BTRS Holdings Inc - Class 1
|
|
|
0 |
|
|
|
2021-01-22 |
13G
|
LEVI / Levi Strauss & Co.
|
|
|
5,972,296 |
|
|
|
2021-01-08 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,018,427 |
8,545,690 |
|
|
|
2020-10-30 |
13G
|
DAIO / Data I/O Corporation
|
|
712,755 |
712,755 |
|
|
|
2020-09-24 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
|
8,018,427 |
|
|
|
2020-07-23 |
13G
|
MDP / Meredith Holdings Corp
|
|
|
4,157,973 |
|
|
|
2020-07-10 |
13G
|
RESN / Resonant Inc
|
|
|
4,000,000 |
|
|
|
2020-07-10 |
13D
|
DAIO / Data I/O Corporation
|
|
|
712,755 |
|
|
|
2020-05-08 |
13G/A
|
EVBG / Everbridge, Inc.
|
|
2,680,301 |
3,860,880 |
|
|
|
2020-05-07 |
13G
|
SIG / Signet Jewelers Limited
|
|
0 |
8,030,589 |
|
|
|
2020-04-10 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
5,381,568 |
1,287,018 |
|
|
|
2020-02-14 |
13G
|
GOOS / Canada Goose Holdings Inc.
|
|
|
4,350,529 |
|
|
|
2020-02-14 |
13G
|
CDAY / Ceridian HCM Holding Inc.
|
|
|
11,680,968 |
|
|
|
2020-02-14 |
13G
|
EVBG / Everbridge, Inc.
|
|
|
2,680,301 |
|
|
|
2020-02-14 |
13G
|
TMX / Terminix Global Holdings Inc
|
|
|
8,880,685 |
|
|
|
2020-02-14 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
3,873,289 |
5,381,568 |
|
|
|
2020-02-14 |
13G/A
|
PKI / Revvity Inc.
|
|
8,764,978 |
5,689,324 |
|
|
|
2020-02-14 |
13G/A
|
SCI / Service Corporation International
|
|
10,261,065 |
5,271,057 |
|
|
|
2020-02-14 |
13G/A
|
WBT / Welbilt Inc
|
|
12,807,466 |
392 |
|
|
|
2019-05-10 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
3,661,533 |
3,873,289 |
|
|
|
2019-02-14 |
13G/A
|
WBT / Welbilt Inc
|
|
14,009,123 |
12,807,466 |
|
|
|
2019-02-14 |
13G/A
|
BFAM / Bright Horizons Family Solutions Inc.
|
|
4,125,842 |
1,641,337 |
|
|
|
2019-02-14 |
13G/A
|
SSNC / SS&C Technologies Holdings, Inc.
|
|
11,559,545 |
4,235,863 |
|
|
|
2019-02-14 |
13G/A
|
SCI / Service Corporation International
|
|
10,346,070 |
10,261,065 |
|
|
|
2019-02-14 |
13G/A
|
IT / Gartner, Inc.
|
|
4,749,227 |
4,388,637 |
|
|
|
2019-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
7,334,980 |
2,849,326 |
|
|
|
2019-02-14 |
13G/A
|
PKI / Revvity Inc.
|
|
7,171,114 |
8,764,978 |
|
|
|
2019-02-14 |
13G
|
H / Hyatt Hotels Corporation
|
|
|
3,661,533 |
|
|
|
2018-10-29 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
152,401 |
152,401 |
|
|
|
2018-10-26 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
570,958 |
152,401 |
|
|
|
2018-07-10 |
13G/A
|
WBT / Welbilt Inc
|
|
11,709,748 |
14,009,123 |
|
|
|
2018-07-05 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
1,038,131 |
570,958 |
|
|
|
2018-04-10 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,902,126 |
0 |
|
|
|
2018-02-14 |
13G
|
PKI / Revvity Inc.
|
|
|
7,171,114 |
|
|
|
2018-02-14 |
13G
|
SCI / Service Corporation International
|
|
|
10,346,070 |
|
|
|
2018-02-14 |
13G
|
WBT / Welbilt Inc
|
|
|
11,709,748 |
|
|
|
2018-02-14 |
13G/A
|
HEI / HEICO Corporation
|
|
1,367,018 |
1,657,899 |
|
|
|
2018-02-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
11,517,801 |
8,902,126 |
|
|
|
2018-02-14 |
13G/A
|
TECH / Bio-Techne Corporation
|
|
2,332,229 |
1,339,760 |
|
|
|
2018-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
6,948,608 |
7,334,980 |
|
|
|
2018-02-14 |
13G/A
|
WTS / Watts Water Technologies, Inc.
|
|
1,907,966 |
0 |
|
|
|
2018-02-14 |
13G/A
|
XRAY / DENTSPLY SIRONA Inc.
|
|
11,550,584 |
6,164,129 |
|
|
|
2018-02-14 |
13G
|
SSNC / SS&C Technologies Holdings, Inc.
|
|
|
11,559,545 |
|
|
|
2018-02-14 |
13G/A
|
TFX / Teleflex Incorporated
|
|
2,448,092 |
1,777,649 |
|
|
|
2018-02-14 |
13G
|
IT / Gartner, Inc.
|
|
|
4,749,227 |
|
|
|
2018-02-14 |
13G
|
BFAM / Bright Horizons Family Solutions Inc.
|
|
|
4,125,842 |
|
|
|
2017-07-10 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,075,076 |
11,517,801 |
|
|
|
2017-06-16 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
1,238,767 |
1,038,131 |
|
|
|
2017-02-13 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
5,607,505 |
6,948,608 |
|
|
|
2017-02-13 |
13G
|
TFX / Teleflex Incorporated
|
|
|
2,448,092 |
|
|
|
2017-02-13 |
13G/A
|
XRAY / DENTSPLY SIRONA Inc.
|
|
10,523,990 |
11,550,584 |
|
|
|
2017-02-13 |
13G
|
TECH / Bio-Techne Corporation
|
|
|
2,332,229 |
|
|
|
2017-02-13 |
13G/A
|
MRC / MRC Global Inc.
|
|
6,495,246 |
0 |
|
|
|
2017-02-13 |
13G
|
HEI / HEICO Corporation
|
|
1,144,786 |
1,367,018 |
|
|
|
2017-02-13 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
8,017,072 |
8,075,076 |
|
|
|
2017-02-13 |
13G/A
|
WTS / Watts Water Technologies, Inc.
|
|
1,966,255 |
1,907,966 |
|
|
|
2017-02-13 |
13G/A
|
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
|
|
4,292,150 |
2,799,529 |
|
|
|
2016-09-08 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
1,614,432 |
1,238,767 |
|
|
|
2016-08-17 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
2,008,210 |
1,614,432 |
|
|
|
2016-06-14 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
2,467,935 |
2,008,210 |
|
|
|
2016-05-27 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
2,942,935 |
2,467,935 |
|
|
|
2016-05-10 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
5,983,096 |
8,017,072 |
|
|
|
2016-03-24 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
3,392,935 |
2,942,935 |
|
|
|
2016-03-14 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
3,770,734 |
3,392,935 |
|
|
|
2016-02-16 |
13G/A
|
MRC / MRC Global Inc.
|
|
7,918,935 |
6,495,246 |
|
|
|
2016-02-16 |
13G/A
|
PBF / PBF Energy Inc.
|
|
|
0 |
|
|
|
2016-02-16 |
13G
|
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
|
|
|
4,292,150 |
|
|
|
2016-02-16 |
13G/A
|
HEI / HEICO Corporation
|
|
|
1,144,786 |
|
|
|
2016-02-16 |
13G/A
|
KEX / Kirby Corporation
|
|
|
1,365,821 |
|
|
|
2016-02-16 |
13G
|
WSM / Williams-Sonoma, Inc.
|
|
|
5,607,505 |
|
|
|
2016-02-16 |
13G
|
WTS / Watts Water Technologies, Inc.
|
|
|
1,966,255 |
|
|
|
2016-02-16 |
13G/A
|
XRAY / DENTSPLY SIRONA Inc.
|
|
|
10,523,990 |
|
|
|
2016-02-16 |
13G
|
SIG / Signet Jewelers Limited
|
|
|
5,983,096 |
|
|
|
2016-02-16 |
13G/A
|
WMAR / West Marine, Inc.
|
|
|
1,123,759 |
|
|
|
2016-02-16 |
13G/A
|
ESINQ / ITT Educational Services, Inc.
|
|
|
0 |
|
|
|
2016-02-16 |
13G/A
|
TPX / Somnigroup International Inc.
|
|
|
0 |
|
|
|
2016-02-16 |
13G/A
|
MSM / MSC Industrial Direct Co., Inc.
|
|
2,183,142 |
2,183,142 |
|
|
|
2015-12-10 |
13G/A
|
WAC / Walter Investment Management Corp.
|
|
|
1,301,506 |
|
|
|
2015-12-04 |
13G/A
|
MRC / MRC Global Inc.
|
|
|
7,918,935 |
|
|
|
2015-11-16 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
4,358,370 |
3,770,734 |
|
|
|
2015-08-20 |
13D/A
|
SHAK / Shake Shack Inc.
|
|
|
4,358,370 |
|
|
|
2015-02-17 |
13D
|
SHAK / Shake Shack Inc.
|
|
|
4,358,370 |
|
|
|
2015-02-13 |
13G/A
|
KEX / Kirby Corporation
|
|
|
4,524,759 |
|
|
|
2015-02-13 |
13G
|
HEI / HEICO Corporation
|
|
|
1,546,556 |
|
|
|
2015-02-13 |
13G/A
|
XRAY / DENTSPLY SIRONA Inc.
|
|
|
8,666,278 |
|
|
|
2015-02-13 |
13G/A
|
WMAR / West Marine, Inc.
|
|
|
1,271,214 |
|
|
|
2015-02-13 |
13G
|
MSM / MSC Industrial Direct Co., Inc.
|
|
|
3,868,136 |
|
|
|
2015-02-13 |
13G
|
ESINQ / ITT Educational Services, Inc.
|
|
|
2,258,955 |
|
|
|
2015-02-13 |
13G
|
PBF / PBF Energy Inc.
|
|
|
4,707,909 |
|
|
|
2015-02-13 |
13G/A
|
MRC / MRC Global Inc.
|
|
|
13,637,476 |
|
|
|
2015-02-13 |
13G/A
|
TAM /
|
|
|
0 |
|
|
|
2015-02-13 |
13G/A
|
AXLL / Axiall Corporation
|
|
|
0 |
|
|
|
2015-02-13 |
13G/A
|
TPX / Somnigroup International Inc.
|
|
|
5,772,589 |
|
|
|
2015-02-13 |
13G/A
|
WAC / Walter Investment Management Corp.
|
|
|
4,809,821 |
|
|
|
2014-12-22 |
13G/A
|
MRC / MRC Global Inc.
|
|
|
13,028,276 |
|
|
|
2014-11-10 |
13G/A
|
ESINQ / ITT Educational Services, Inc.
|
|
|
1,120,545 |
|
|
|
2014-11-10 |
13G
|
MRC / MRC Global Inc.
|
|
|
10,976,102 |
|
|
|
2014-03-10 |
13G/A
|
WAC / Walter Investment Management Corp.
|
|
|
4,392,421 |
|
|
|
2014-02-14 |
13G/A
|
BLT / Blount International, Inc.
|
|
|
1,304,012 |
|
|
|
2014-02-14 |
13G/A
|
PBF / PBF Energy Inc.
|
|
|
2,545,793 |
|
|
|
2014-02-14 |
13G
|
TAM /
|
|
|
3,754,778 |
|
|
|
2014-02-14 |
13G
|
TPX / Somnigroup International Inc.
|
|
|
4,764,466 |
|
|
|
2014-02-14 |
13G
|
WAC / Walter Investment Management Corp.
|
|
|
3,192,821 |
|
|
|
2014-02-14 |
13G/A
|
KEX / Kirby Corporation
|
|
|
3,411,367 |
|
|
|
2014-02-14 |
13G
|
AXLL / Axiall Corporation
|
|
|
4,647,638 |
|
|
|
2014-02-14 |
13G
|
XRAY / DENTSPLY SIRONA Inc.
|
|
|
7,292,856 |
|
|
|
2014-02-14 |
13G/A
|
WMAR / West Marine, Inc.
|
|
|
1,258,993 |
|
|
|
2014-02-14 |
13G/A
|
ESINQ / ITT Educational Services, Inc.
|
|
|
2,957,125 |
|
|
|
2013-12-10 |
13G/A
|
ESINQ / ITT Educational Services, Inc.
|
|
|
3,135,002 |
|
|
|