Location
Tulsa, OK
Holdings as of
3/31/2014
Date filed
4/30/2014
Form type
13F-HR
Num holdings
206
Total value ($000)
$529,789
Net value change ($000)
+3,439 (0.7%)
New positions
37
Sold out positions
32
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PROSHARES TRUST 9,174 NEW
VITACOST COM INC 3,976 97.0%
CASH AMERICA INTERNATIONAL INC 3,526 58.6%
DFC GLOBAL CORP 3,225 1762.3%
INGRAM MICRO INC CL A 3,215 662.9%
NUS 2,905 NEW
GT ADVANCED TECHNOLOGIES INC 2,859 95.7%
ACTG 2,655 188.0%
AER 2,392 NEW
RDWR 2,244 104.0%
Top Reduces (Value $000, Stocks/ETFs)
SILICON GRAPHICS INTL CORP -10,317 -44.0%
CALLIDUS SOFTWARE INC -8,085 -62.0%
NATR -6,603 -20.4%
VITESSE SEMICONDUCTOR CORP COM NEW -6,064 -100.0%
Spirit AeroSystems Holdings, Inc. -3,286 -61.8%
BLUELINX HOLDIN -2,875 -33.3%
BIDU -2,546 -54.4%
TSCO -2,434 -77.5%
*VALUEVISION MEDIA INC -2,337 -30.5%
BARCLAYS BK PLC IPATH SP MT ETN -1,965 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type