Location
Tulsa, OK
Holdings as of
6/30/2014
Date filed
7/17/2014
Form type
13F-HR
Num holdings
213
Total value ($000)
$568,445
Net value change ($000)
+38,656 (7.3%)
New positions
31
Sold out positions
24
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
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)
CONCENTRIX SREV, INC. 8,551 95.7%
NATR 5,951 23.2%
EZPW 5,167 130.1%
Rally Software Dev Corp 3,686 NEW
DXLG 3,488 66.1%
Air Transport Services Group, Inc. 3,061 6.6%
RM 3,001 NEW
NAVI 2,836 NEW
China XD Plastics Co Ltd 2,708 46.9%
AOL INC COM 2,547 NEW
Top Reduces (Value $000, Stocks/ETFs)
PROSHARES TRUST -9,174 -100.0%
SILICON GRAPHICS INTL CORP -4,495 -34.3%
LSAK -3,758 -28.7%
DFC GLOBAL CORP -3,408 -100.0%
DATAWATCH CORP -3,296 -58.9%
SLM -2,589 -66.0%
BVN -2,560 -100.0%
PHARMATHENE INC -2,203 -23.0%
YRI -1,888 -100.0%
NOW -1,798 -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