Location
Chicago, IL
Holdings as of
9/30/2020
Date filed
10/13/2020
Form type
13F-HR
Num holdings
70
Total value ($000)
$23,331
Net value change ($000)
+2,092 (9.8%)
New positions
11
Sold out positions
11
Turnover %
24.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2020
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)
ATER 350 NEW
MLAB 342 NEW
TFF Pharmaceuticals, Inc. 332 106.1%
NKTX 321 NEW
LUNA 312 NEW
CCLD 294 NEW
ICAD INC 291 NEW
SAMG 284 NEW
KALA 273 NEW
GAN LTD 268 NEW
Top Reduces (Value $000, Stocks/ETFs)
DVAX -331 -100.0%
MYFW -253 -100.0%
OPTINOSE INC -250 -100.0%
DSP GROUP INC /DE/ -247 -100.0%
CCB -233 -100.0%
HRTX -232 -100.0%
Montage Resources Corp -219 -100.0%
ATLAS TECHNICAL CONSULTANTS -218 -100.0%
IMDX -190 -100.0%
JRSH -189 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type