Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
PTLO - Portillo's Inc Cl A Add 124.30% 1,908,000 3.33
BL - BlackLine Inc. Add 26.21% 284,000 3.46
GXO - Gxo Logistics Inc. Reduce 0.96% 8,000 0.11
VFC - V.F. Corp. Reduce 11.83% 627,559 2.89
YETI - YETI Holdings Inc. Reduce 12.23% 248,600 2.80
CGNX - Cognex Corp. Reduce 48.12% 449,000 4.12
FRPT - Freshpet Inc. Sell 100.00% 401,130 6.23
Q4 2025
BL - BlackLine Inc. Add 138.79% 629,825 8.88
CGNX - Cognex Corp. Add 9.12% 78,000 0.72
EVH - Evolent Health Inc. Reduce 1.77% 100,000 0.21
YETI - YETI Holdings Inc. Reduce 6.31% 136,856 1.11
VFC - V.F. Corp. Reduce 9.48% 555,820 1.97
GXO - Gxo Logistics Inc. Reduce 15.20% 148,708 1.93
FRPT - Freshpet Inc. Reduce 35.21% 218,000 2.95
PTLO - Portillo's Inc Cl A Reduce 69.72% 3,534,311 5.59
Q3 2025
GXO - Gxo Logistics Inc. Add 9.08% 81,477 1.06
VFC - V.F. Corp. Add 8.21% 445,000 1.58
PTLO - Portillo's Inc Cl A Add 4.91% 237,390 0.38
BRCC - BRC Inc. Add 2.96% 400,000 0.15
YETI - YETI Holdings Inc. Add 0.33% 7,033 0.06
CGNX - Cognex Corp. Buy 855,000 9.50
BL - BlackLine Inc. Buy 453,794 5.91
EVH - Evolent Health Inc. Reduce 3.25% 190,556 0.60
Q2 2025
YETI - YETI Holdings Inc. Add 40.10% 619,000 5.46
EVH - Evolent Health Inc. Add 13.03% 675,000 2.12
FRPT - Freshpet Inc. Buy 619,130 11.77
VFC - V.F. Corp. Reduce 1.22% 67,000 0.27
GXO - Gxo Logistics Inc. Reduce 1.64% 15,000 0.15
PTLO - Portillo's Inc Cl A Reduce 11.82% 647,860 1.96
GTLS - Chart Inds Inc Sell 100.00% 368,996 13.58
NATL - NCR Atleos Corp. Sell 100.00% 774,261 5.21
VYX - NCR Voyix Corp. Sell 100.00% 431,679 1.07
Q1 2025
GTLS - Chart Inds Inc Add 64.15% 144,200 5.31
VFC - V.F. Corp. Add 2.68% 143,000 0.57
YETI - YETI Holdings Inc. Buy 1,543,518 13.03
GXO - Gxo Logistics Inc. Buy 912,000 9.09
EVH - Evolent Health Inc. Reduce 4.17% 225,300 0.52
PTLO - Portillo's Inc Cl A Reduce 10.39% 635,185 1.23
NATL - NCR Atleos Corp. Reduce 64.90% 1,431,780 9.99
VYX - NCR Voyix Corp. Reduce 92.52% 5,339,354 15.19
PRAA - Pra Group Inc Sell 100.00% 619,945 2.66
Q4 2024
EVH - Evolent Health Inc. Add 35.48% 1,415,300 3.27
GTLS - Chart Inds Inc Buy 224,796 8.82
VYX - NCR Voyix Corp. Reduce 19.52% 1,399,996 3.08
NATL - NCR Atleos Corp. Reduce 26.67% 802,182 3.71
PRAA - Pra Group Inc Reduce 63.61% 1,083,567 3.93
BL - BlackLine Inc. Sell 100.00% 609,713 5.45
NVRO - Nevro Corp Sell 100.00% 2,442,956 2.21
Q3 2024
PTLO - Portillo's Inc Cl A Add 121.52% 3,354,513 7.33
NVRO - Nevro Corp Add 29.53% 557,000 0.50
NATL - NCR Atleos Corp. Add 19.89% 498,967 2.31
VYX - NCR Voyix Corp. Add 14.08% 885,000 1.95
BRCC - BRC Inc. Add 5.33% 684,542 0.38
BL - BlackLine Inc. Buy 609,713 5.45
EVH - Evolent Health Inc. Reduce 2.97% 121,990 0.40
ENV - Envestnet Inc Sell 100.00% 692,483 7.42
UPBD - Upbound Group Inc. Sell 100.00% 1,167,051 6.14
SMAR - Smartsheet Inc Sell 100.00% 671,496 5.07
SHAK - Shake Shack Inc. Sell 100.00% 266,883 4.11
Q2 2024
ENV - Envestnet Inc Add 479.80% 573,049 6.14
PTLO - Portillo's Inc Cl A Add 38.72% 770,443 1.28
EVH - Evolent Health Inc. Add 26.06% 850,000 2.78
VYX - NCR Voyix Corp. Add 7.71% 450,000 0.95
SMAR - Smartsheet Inc Buy 671,496 5.07
PRAA - Pra Group Inc Reduce 8.08% 149,737 0.63
UPBD - Upbound Group Inc. Reduce 29.94% 498,657 2.84
SHAK - Shake Shack Inc. Reduce 65.55% 507,905 8.56
Q1 2024
VYX - NCR Voyix Corp. Add 16.29% 817,516 1.67
PTLO - Portillo's Inc Cl A Buy 1,990,000 4.57
ENV - Envestnet Inc Buy 119,434 1.12
PRAA - Pra Group Inc Reduce 7.83% 157,501 0.60
NVRO - Nevro Corp Reduce 13.02% 282,207 0.89
UPBD - Upbound Group Inc. Reduce 30.51% 731,208 3.64
SHAK - Shake Shack Inc. Reduce 43.33% 592,443 6.43
Q4 2023
EVH - Evolent Health Inc. Add 15.13% 428,648 2.07
BRCC - BRC Inc. Add 3.21% 400,000 0.21
VFC - V.F. Corp. Add 2.79% 145,084 0.40
NATL - NCR Atleos Corp. Buy 2,509,256 8.93
PRAA - Pra Group Inc Buy 2,010,750 7.72
NVRO - Nevro Corp Buy 2,168,163 6.83
UPBD - Upbound Group Inc. Reduce 34.64% 1,270,457 6.82
PRMW - Primo Water Corporation Sell 100.00% 878,751 2.21
Q3 2023
EVH - Evolent Health Inc. Add 62.13% 1,085,558 5.39
VFC - V.F. Corp. Buy 5,196,284 16.74
PRMW - Primo Water Corporation Buy 878,751 2.21
VYX - NCR Voyix Corp. Reduce 4.45% 233,943 0.85
UPBD - Upbound Group Inc. Reduce 4.94% 190,543 0.86
BRCC - BRC Inc. Reduce 6.74% 900,432 0.67
SHAK - Shake Shack Inc. Reduce 26.73% 498,832 5.61
NEWR - New Relic Inc Sell 100.00% 1,999,703 18.93
QUOT - Quotient Technology Inc Sell 100.00% 7,505,432 4.17
KTOS - Kratos Defense & Security Sol. Sell 100.00% 855,173 1.77
Q2 2023
SHAK - Shake Shack Inc. Add 8.62% 148,120 1.67
KTOS - Kratos Defense & Security Sol. Buy 855,173 1.77
QUOT - Quotient Technology Inc Reduce 7.42% 601,718 0.28
EVH - Evolent Health Inc. Reduce 21.06% 466,202 2.15
STKL - SunOpta Inc Sell 100.00% 5,915,435 6.48
FRPT - Freshpet Inc. Sell 100.00% 306,716 2.89
IWM - iShares Russell 2000 ETF Sell 100.00% 29,800 0.76
Q1 2023
STKL - SunOpta Inc Add 452.49% 4,844,757 5.31
IWM - iShares Russell 2000 ETF Add 58.51% 11,000 0.28
UPBD - Upbound Group Inc. Add 7.04% 253,700 0.89
SHAK - Shake Shack Inc. Buy 1,717,943 13.57
FRPT - Freshpet Inc. Buy 306,716 2.89
EVH - Evolent Health Inc. Reduce 20.55% 572,588 2.72
NEWR - New Relic Inc Reduce 23.32% 608,116 5.80
BRBR - BellRing Brands Inc. CL A Sell 100.00% 1,561,083 6.77
Q4 2022
UPBD - Upbound Group Inc. Add 40.54% 1,039,672 3.96
QUOT - Quotient Technology Inc Add 32.75% 2,000,000 1.16
EVH - Evolent Health Inc. Add 24.27% 544,050 2.58
VYX - NCR Voyix Corp. Add 17.97% 800,000 3.17
NEWR - New Relic Inc Add 7.30% 177,449 1.69
BRCC - BRC Inc. Add 0.75% 100,000 0.10
BRBR - BellRing Brands Inc. CL A Buy 1,561,083 6.77
STKL - SunOpta Inc Reduce 46.25% 921,241 1.66
IWM - iShares Russell 2000 ETF Reduce 53.92% 22,000 0.72
FRPT - Freshpet Inc. Sell 100.00% 295,313 2.92
Q3 2022
BRCC - BRC Inc. Add 19.11% 2,126,450 3.25
UPBD - Upbound Group Inc. Add 8.86% 208,814 0.72
FRPT - Freshpet Inc. Buy 295,313 2.92
IWM - iShares Russell 2000 ETF Buy 40,800 1.33
EVH - Evolent Health Inc. Reduce 63.57% 3,912,829 18.45
STKL - SunOpta Inc Reduce 67.30% 4,100,000 4.90
Q2 2022
NEWR - New Relic Inc Add 143.21% 1,431,100 11.00
EVH - Evolent Health Inc. Reduce 13.88% 991,574 3.24
STKL - SunOpta Inc Reduce 14.59% 1,040,326 0.53
BRCC - BRC Inc. Reduce 30.58% 4,900,000 10.36
HAIN - Hain Celestial Group Inc Sell 100.00% 1,231,261 4.29
Q1 2022
VYX - NCR Voyix Corp. Add 85.36% 2,050,400 8.34
BRCC - BRC Inc. Buy 16,025,000 33.87
EVH - Evolent Health Inc. Reduce 8.73% 683,297 2.33
STKL - SunOpta Inc Reduce 27.44% 2,697,053 2.31
HAIN - Hain Celestial Group Inc Reduce 34.05% 635,833 3.34
NEWR - New Relic Inc Reduce 37.37% 596,276 8.08
SBEA - Silverbox Engaged Merger Co Sell 100.00% 1,433,988 1.79
SBEAW - Silverbox Engaged Merger Co Sell 100.00% 1,754,667 0.30
Q4 2021
QUOT - Quotient Technology Inc Add 929.33% 5,513,836 5.04
VYX - NCR Voyix Corp. Add 42.01% 710,626 3.52
SBEA - Silverbox Engaged Merger Co Buy 1,433,988 1.79
SBEAW - Silverbox Engaged Merger Co Buy 1,754,667 0.30
NEWR - New Relic Inc Reduce 0.26% 4,200 0.02
EVH - Evolent Health Inc. Reduce 0.80% 63,502 0.14
HAIN - Hain Celestial Group Inc Reduce 88.33% 14,129,504 43.42
GIL - Gildan Activewear Inc. Sell 100.00% 1,537,036 4.03
IWM - iShares Russell 2000 ETF Sell 100.00% 13,400 0.21
Q3 2021
NEWR - New Relic Inc Add 35.95% 423,054 2.18
VYX - NCR Voyix Corp. Add 24.54% 333,283 0.93
EVH - Evolent Health Inc. Reduce 7.72% 659,961 1.08
IWM - iShares Russell 2000 ETF Reduce 60.93% 20,900 0.37
QUOT - Quotient Technology Inc Reduce 63.90% 1,050,172 0.88
Q2 2021
IWM - iShares Russell 2000 ETF Add 178.86% 22,000 0.39
NEWR - New Relic Inc Buy 1,176,692 6.10
QUOT - Quotient Technology Inc Reduce 13.70% 260,930 0.31
UPBD - Upbound Group Inc. Reduce 19.29% 562,879 2.34
VYX - NCR Voyix Corp. Reduce 42.36% 998,300 2.74
CORE - Core Mark Holding Co Inc Sell 100.00% 793,586 2.22
Q1 2021
VYX - NCR Voyix Corp. Add 10.36% 221,188 0.61
CORE - Core Mark Holding Co Inc Buy 793,586 2.22
QUOT - Quotient Technology Inc Reduce 55.14% 2,340,871 1.82
IWM - iShares Russell 2000 ETF Reduce 74.80% 36,500 0.59
MGLN - Magellan Health Inc Sell 100.00% 405,394 2.77
Q4 2020
MGLN - Magellan Health Inc Add 106.73% 209,294 1.43
IWM - iShares Russell 2000 ETF Add 13.49% 5,800 0.09
VYX - NCR Voyix Corp. Add 2.39% 49,892 0.15
STKL - SunOpta Inc Add 0.05% 4,831 0.00
GIL - Gildan Activewear Inc. Buy 1,537,036 3.55
QUOT - Quotient Technology Inc Buy 4,245,287 3.30
MED - Medifast Inc Sell 100.00% 267,543 4.55
JACK - Jack In The Box Inc Sell 100.00% 353,378 2.90
MX - MagnaChip Semiconductor Corp. Sell 100.00% 910,877 1.29
Q3 2020
IWM - iShares Russell 2000 ETF Add 168.75% 27,000 0.42
VYX - NCR Voyix Corp. Add 153.00% 1,261,100 2.88
STKL - SunOpta Inc Add 0.95% 92,560 0.07
EVH - Evolent Health Inc. Buy 8,553,155 10.98
MX - MagnaChip Semiconductor Corp. Buy 910,877 1.29
UPBD - Upbound Group Inc. Reduce 45.28% 2,415,000 7.24
MED - Medifast Inc Reduce 76.94% 892,833 13.35
SMPL - Simply Good Foods Co. Sell 100.00% 458,630 0.92
INWK - Innerworkings Inc Sell 100.00% 2,573,248 0.37
Q2 2020
VYX - NCR Voyix Corp. Add 29.19% 186,257 0.35
STKL - SunOpta Inc Add 11.45% 1,000,000 0.51
JACK - Jack In The Box Inc Buy 353,378 2.82
MGLN - Magellan Health Inc Buy 196,100 1.54
SMPL - Simply Good Foods Co. Buy 458,630 0.92
IWM - iShares Russell 2000 ETF Buy 16,000 0.25
HAIN - Hain Celestial Group Inc Reduce 24.07% 5,072,179 17.27
APOG - Apogee Enterprises Inc Sell 100.00% 984,759 2.69
TIVO - Tivo Corp Sell 100.00% 2,525,000 2.34
Q1 2020
INWK - Innerworkings Inc Reduce 0.00% 100 0.00
VYX - NCR Voyix Corp. Reduce 17.46% 135,000 0.49
APOG - Apogee Enterprises Inc Reduce 36.46% 565,129 1.91
Q4 2019
MED - Medifast Inc Buy 1,160,376 13.21
INWK - Innerworkings Inc Reduce 0.35% 8,998 0.01
APOG - Apogee Enterprises Inc Reduce 8.25% 139,444 0.74
VYX - NCR Voyix Corp. Reduce 28.19% 303,453 1.30
Q3 2019
MGLN - Magellan Health Inc Sell 100.00% 379,400 3.43
DFRG - Del Friscos Restaurant Group Sell 100.00% 3,328,000 3.22
Q2 2019
MGLN - Magellan Health Inc Add 66.73% 151,842 1.37
HAIN - Hain Celestial Group Inc Add 24.95% 4,207,565 11.21
BHE - Benchmark Electronics Sell 100.00% 343,873 1.27
PETX - Aratana Therapeutics Inc Sell 100.00% 2,417,149 1.22
MED - Medifast Inc Sell 100.00% 11,242 0.20
Q1 2019
HAIN - Hain Celestial Group Inc Add 43.36% 5,099,970 16.55
STKL - SunOpta Inc Add 27.34% 1,875,000 0.91
MED - Medifast Inc Buy 11,242 0.20
MGLN - Magellan Health Inc Reduce 11.03% 28,203 0.30
PETX - Aratana Therapeutics Inc Reduce 30.68% 1,070,000 1.22
BHE - Benchmark Electronics Reduce 84.63% 1,892,914 7.43
ANIK - Anika Therapeutics Inc Sell 100.00% 374,926 2.34
GRPN - Groupon Inc Sell 100.00% 2,445,406 1.45
ASTE - Astec Industries Sell 100.00% 73,605 0.41
BW - Babcock & Wilcox Enterprises, Inc. Sell 100.00% 3,774,724 0.27
Q4 2018
INWK - Innerworkings Inc Add 51.49% 877,690 0.61
UPBD - Upbound Group Inc. Add 17.65% 800,000 2.40
APOG - Apogee Enterprises Inc Add 13.30% 198,312 1.10
DFRG - Del Friscos Restaurant Group Buy 3,328,000 4.41
MGLN - Magellan Health Inc Buy 255,761 2.70
VYX - NCR Voyix Corp. Reduce 0.24% 2,600 0.01
BHE - Benchmark Electronics Reduce 1.41% 32,000 0.11
GRPN - Groupon Inc Reduce 2.80% 70,514 0.04
ANIK - Anika Therapeutics Inc Reduce 3.10% 12,000 0.07
PETX - Aratana Therapeutics Inc Reduce 14.22% 577,930 0.47
BW - Babcock & Wilcox Enterprises, Inc. Reduce 16.24% 732,053 0.11
CLS - Celestica Inc Sell 100.00% 1,444,681 2.19
UEIC - Universal Electronics Inc. Sell 100.00% 191,810 1.06
PBYI - Puma Biotechnology Inc Sell 100.00% 151,689 0.98
Q3 2018
VYX - NCR Voyix Corp. Add 203.28% 723,264 2.88
GRPN - Groupon Inc Add 189.81% 1,647,801 0.87
PETX - Aratana Therapeutics Inc Add 69.38% 1,665,079 1.36
BHE - Benchmark Electronics Add 65.98% 901,913 2.96
ANIK - Anika Therapeutics Inc Buy 386,926 2.29
INWK - Innerworkings Inc Buy 1,704,656 1.89
PBYI - Puma Biotechnology Inc Buy 151,689 0.98
ASTE - Astec Industries Buy 73,605 0.52
BW - Babcock & Wilcox Enterprises, Inc. Reduce 6.66% 321,759 0.10
CLS - Celestica Inc Reduce 12.57% 207,758 0.31
UEIC - Universal Electronics Inc. Reduce 23.79% 59,866 0.25
UPBD - Upbound Group Inc. Reduce 49.53% 4,450,000 8.33
JMBA - Jamba Inc Sell 100.00% 2,834,002 3.84
CASY - Casey's Gen'l Stores Sell 100.00% 36,672 0.49
CCRN - Cross Country Healthcare, Inc. Sell 100.00% 207,680 0.30
Q2 2018
BW - Babcock & Wilcox Enterprises, Inc. Add 255.48% 3,470,211 1.05
APOG - Apogee Enterprises Inc Add 49.26% 492,086 3.01
VYX - NCR Voyix Corp. Add 47.54% 114,645 0.44
BHE - Benchmark Electronics Add 25.09% 274,164 1.02
PETX - Aratana Therapeutics Inc Add 20.00% 400,000 0.22
STKL - SunOpta Inc Add 1.48% 100,000 0.11
UEIC - Universal Electronics Inc. Buy 251,676 1.06
CASY - Casey's Gen'l Stores Buy 36,672 0.49
GRPN - Groupon Inc Buy 868,119 0.47
CCRN - Cross Country Healthcare, Inc. Reduce 57.76% 283,989 0.43
FNSR - Finisar Corp Sell 100.00% 2,538,126 5.45
MX - MagnaChip Semiconductor Corp. Sell 100.00% 1,181,225 1.54
IWM - iShares Russell 2000 ETF Sell 100.00% 21,000 0.43
Q1 2018
BHE - Benchmark Electronics Add 14.85% 141,248 0.57
HAIN - Hain Celestial Group Inc Add 13.59% 1,407,543 6.13
APOG - Apogee Enterprises Inc Buy 998,934 5.88
FNSR - Finisar Corp Buy 2,538,126 5.45
PETX - Aratana Therapeutics Inc Buy 2,000,000 1.20
CLS - Celestica Inc Reduce 9.16% 166,701 0.23
IWM - iShares Russell 2000 ETF Reduce 16.67% 4,200 0.08
MX - MagnaChip Semiconductor Corp. Reduce 20.25% 300,000 0.39
BW - Babcock & Wilcox Enterprises, Inc. Reduce 31.06% 611,889 0.45
VYX - NCR Voyix Corp. Reduce 31.39% 110,313 0.49
MED - Medifast Inc Sell 100.00% 264,549 2.40
IMAX - Imax Corp Sell 100.00% 185,814 0.56
Q4 2017
CLS - Celestica Inc Add 407.84% 1,460,926 1.98
IWM - iShares Russell 2000 ETF Add 334.48% 19,400 0.38
VYX - NCR Voyix Corp. Add 234.30% 246,333 1.09
BHE - Benchmark Electronics Add 23.60% 181,680 0.69
BW - Babcock & Wilcox Enterprises, Inc. Buy 1,970,214 1.45
CCRN - Cross Country Healthcare, Inc. Reduce 13.20% 74,753 0.13
MED - Medifast Inc Reduce 66.49% 525,000 3.83
BSFT - Broadsoft Inc Sell 100.00% 163,328 1.01
THC - Tenet Healthcare Corp. Sell 100.00% 498,613 1.01
FNSR - Finisar Corp Sell 100.00% 229,461 0.63
RT - Ruby Tuesday Inc Sell 100.00% 2,314,457 0.61
GIMO - Gigamon Inc Sell 100.00% 100,000 0.52
DBDQQ - Diebold Nxdf Inc Sell 100.00% 180,000 0.51
DXCM - DexCom, Inc. Sell 100.00% 60,000 0.36
XPER - Xperi Corp Sell 100.00% 53,257 0.17
Q3 2017
CCRN - Cross Country Healthcare, Inc. Add 106.79% 292,508 0.51
BSFT - Broadsoft Inc Add 58.85% 60,508 0.37
FNSR - Finisar Corp Add 48.56% 75,000 0.21
HAIN - Hain Celestial Group Inc Add 28.72% 2,310,349 11.69
RT - Ruby Tuesday Inc Add 14.41% 291,484 0.08
THC - Tenet Healthcare Corp. Buy 498,613 1.01
CLS - Celestica Inc Buy 358,214 0.55
GIMO - Gigamon Inc Buy 100,000 0.52
IMAX - Imax Corp Buy 185,814 0.52
DBDQQ - Diebold Nxdf Inc Buy 180,000 0.51
VYX - NCR Voyix Corp. Buy 105,134 0.49
DXCM - DexCom, Inc. Buy 60,000 0.36
XPER - Xperi Corp Buy 53,257 0.17
IWM - iShares Russell 2000 ETF Reduce 3.33% 200 0.00
BHE - Benchmark Electronics Reduce 16.51% 152,223 0.73
MX - MagnaChip Semiconductor Corp. Reduce 35.91% 830,000 1.21
TRS - TriMas Corp. Sell 100.00% 316,385 0.98
AJRD - Aerojet Rocketdyne Hldgs Inc Sell 100.00% 171,552 0.53
GTS - Triple-S Mgmt Corp Sell 100.00% 197,070 0.49
HMHC - Houghton Mifflin Harcourt Co Sell 100.00% 210,621 0.38
Q2 2017
TRS - TriMas Corp. Add 16.51% 44,822 0.14
JMBA - Jamba Inc Add 5.08% 136,973 0.16
AJRD - Aerojet Rocketdyne Hldgs Inc Add 4.25% 6,996 0.02
BHE - Benchmark Electronics Add 4.22% 37,337 0.18
HAIN - Hain Celestial Group Inc Buy 8,043,350 46.34
BSFT - Broadsoft Inc Buy 102,820 0.66
FNSR - Finisar Corp Buy 154,461 0.60
CCRN - Cross Country Healthcare, Inc. Buy 273,914 0.52
GTS - Triple-S Mgmt Corp Buy 197,070 0.49
HMHC - Houghton Mifflin Harcourt Co Reduce 19.65% 51,524 0.16
MX - MagnaChip Semiconductor Corp. Reduce 28.40% 916,749 2.70
IWM - iShares Russell 2000 ETF Reduce 62.90% 10,172 0.43
NATI - National Instrs Corp Sell 100.00% 209,606 2.11
SCOR - Comscore Inc Sell 100.00% 130,573 0.87
WEB - Web Com Group Inc Sell 100.00% 111,783 0.67
Q1 2017
UPBD - Upbound Group Inc. Add 290.19% 6,681,233 18.30
HMHC - Houghton Mifflin Harcourt Co Add 22.63% 48,379 0.15
JMBA - Jamba Inc Add 21.72% 481,262 1.34
STKL - SunOpta Inc Add 3.71% 241,823 0.52
MED - Medifast Inc Add 2.21% 17,084 0.23
NATI - National Instrs Corp Buy 209,606 2.11
AJRD - Aerojet Rocketdyne Hldgs Inc Buy 164,556 1.10
SCOR - Comscore Inc Buy 130,573 0.87
TRS - TriMas Corp. Reduce 10.07% 30,398 0.23
WEB - Web Com Group Inc Reduce 11.85% 15,023 0.10
MX - MagnaChip Semiconductor Corp. Reduce 16.22% 625,000 1.26
IWM - iShares Russell 2000 ETF Reduce 47.70% 14,750 0.65
BHE - Benchmark Electronics Reduce 63.57% 1,543,553 15.35
PRXL - Parexel Intl Corp Sell 100.00% 92,327 1.98
BDSI - Biodelivery Sciences Intl In Sell 100.00% 188,750 0.11
Q4 2016
PRXL - Parexel Intl Corp Add 267.18% 67,182 1.44
JMBA - Jamba Inc Add 6.49% 135,000 0.45
MED - Medifast Inc Add 4.75% 35,000 0.47
TIVO - Tivo Corp Add 3.06% 75,000 0.51
STKL - SunOpta Inc Add 1.38% 88,649 0.20
UPBD - Upbound Group Inc. Buy 2,302,376 8.44
HMHC - Houghton Mifflin Harcourt Co Buy 213,766 0.76
TRS - TriMas Corp. Reduce 13.73% 48,039 0.33
IWM - iShares Russell 2000 ETF Reduce 38.92% 19,700 0.89
BDSI - Biodelivery Sciences Intl In Reduce 89.94% 1,687,800 1.65
SCOR - Comscore Inc Sell 100.00% 231,758 2.59
LBYYQ - Libbey Inc Sell 100.00% 239,820 1.56
Q3 2016
IWM - iShares Russell 2000 ETF Add 27.93% 11,053 0.50
JMBA - Jamba Inc Add 13.66% 250,000 0.99
TIVO - Tivo Corp Buy 2,450,000 17.38
STKL - SunOpta Inc Buy 6,426,435 16.52
SCOR - Comscore Inc Buy 231,758 2.59
RT - Ruby Tuesday Inc Buy 2,022,973 1.84
WEB - Web Com Group Inc Buy 126,806 0.80
PRXL - Parexel Intl Corp Buy 25,145 0.64
LBYYQ - Libbey Inc Reduce 18.17% 53,244 0.30
TRS - TriMas Corp. Reduce 48.46% 329,067 2.08
OUTR - Outerwall Inc Sell 100.00% 2,431,170 35.95
ROVI - Rovi Corp Sell 100.00% 2,450,000 13.49
AMAG - Amag Pharmaceuticals Inc Sell 100.00% 50,174 0.42
Q2 2016
ROVI - Rovi Corp Add 8.89% 200,000 1.10
LBYYQ - Libbey Inc Add 8.52% 23,000 0.13
AMAG - Amag Pharmaceuticals Inc Reduce 23.88% 15,742 0.12
IWM - iShares Russell 2000 ETF Reduce 30.32% 17,220 0.64
HTWR - Heartware Intl Inc Sell 100.00% 240,750 2.55
Q1 2016
OUTR - Outerwall Inc Add 918.94% 2,192,573 27.37
BHE - Benchmark Electronics Add 187.78% 1,584,453 12.33
LBYYQ - Libbey Inc Add 75.70% 116,360 0.73
MX - MagnaChip Semiconductor Corp. Add 11.58% 400,000 0.73
AMAG - Amag Pharmaceuticals Inc Add 7.31% 4,491 0.04
TRS - TriMas Corp. Add 7.27% 46,027 0.27
HTWR - Heartware Intl Inc Add 4.67% 10,750 0.11
IWM - iShares Russell 2000 ETF Buy 56,789 2.12
BDSI - Biodelivery Sciences Intl In Buy 1,876,550 2.05
HAIN - Hain Celestial Group Inc Sell 100.00% 86,604 2.17
Q4 2015
ROVI - Rovi Corp Add 125.00% 1,250,000 12.93
MX - MagnaChip Semiconductor Corp. Add 41.59% 1,014,182 3.33
BHE - Benchmark Electronics Add 34.72% 217,467 2.79
HTWR - Heartware Intl Inc Add 11.40% 23,531 0.74
JMBA - Jamba Inc Add 8.90% 149,555 1.25
OUTR - Outerwall Inc Buy 238,597 5.41
HAIN - Hain Celestial Group Inc Buy 86,604 2.17
LBYYQ - Libbey Inc Buy 153,704 2.03
AMAG - Amag Pharmaceuticals Inc Buy 61,425 1.15
TRS - TriMas Corp. Reduce 36.12% 357,919 3.36
BDBD - Boulder Brands Inc Sell 100.00% 5,836,087 27.41
RTKHQ - Rentech Inc Sell 100.00% 1,036,888 3.33
ABM - ABM Industries Sell 100.00% 129,135 2.02
ZIXI - Zix Corp Sell 100.00% 800,817 1.93
HZN - Horizon Global Corp Sell 100.00% 330,531 1.67
Q3 2015
BDBD - Boulder Brands Inc Add 93.29% 2,816,704 13.23
ROVI - Rovi Corp Add 81.82% 450,000 2.71
MX - MagnaChip Semiconductor Corp. Add 64.99% 960,657 3.63
BHE - Benchmark Electronics Add 36.29% 166,757 2.08
TRS - TriMas Corp. Add 16.46% 140,094 1.31
JMBA - Jamba Inc Add 2.83% 46,294 0.38
MED - Medifast Inc Add 0.16% 1,199 0.02
HTWR - Heartware Intl Inc Buy 206,469 6.19
RTKHQ - Rentech Inc Buy 1,036,888 3.33
HZN - Horizon Global Corp Buy 330,531 1.67
ZIXI - Zix Corp Reduce 5.99% 51,005 0.16
ABM - ABM Industries Reduce 62.69% 217,016 4.41
EXAR - Exar Corp Sell 100.00% 868,510 5.25
SEAC - Seachange Intl Inc Sell 100.00% 522,368 2.27
STKL - SunOpta Inc Sell 100.00% 326,076 2.16
BGFV - Big 5 Sporting Goods Corp Sell 100.00% 239,154 2.10
RNF - Rentech Nitrogen Partners L Sell 100.00% 96,201 0.85
Q2 2015
BDBD - Boulder Brands Inc Add 635.20% 2,608,697 11.20
BHE - Benchmark Electronics Add 97.48% 226,845 3.06
MED - Medifast Inc Add 19.01% 117,596 2.35
TRS - TriMas Corp. Add 18.72% 134,193 2.46
JMBA - Jamba Inc Add 3.35% 53,029 0.51
MX - MagnaChip Semiconductor Corp. Buy 1,478,135 7.06
ABM - ABM Industries Buy 346,151 7.04
EXAR - Exar Corp Buy 868,510 5.25
ZIXI - Zix Corp Buy 851,822 2.72
SEAC - Seachange Intl Inc Buy 522,368 2.27
RNF - Rentech Nitrogen Partners L Buy 96,201 0.85
PKT - Procera Networks Inc Sell 100.00% 1,198,407 9.28
WEB - Web Com Group Inc Sell 100.00% 305,317 4.77
UTIW - Uti Worldwide Inc Sell 100.00% 328,697 3.34
ANF - Abercrombie & Fitch Co Sell 100.00% 144,935 2.63
TEX - Terex Corp. Sell 100.00% 119,519 2.62
HMSY - Hms Hldgs Corp Sell 100.00% 124,709 1.59
AWI - Armstrong World Industries Inc. Sell 100.00% 31,295 1.48
Q1 2015
PKT - Procera Networks Inc Add 1,131.54% 1,101,097 8.53
TEX - Terex Corp. Add 133.99% 68,440 1.50
UTIW - Uti Worldwide Inc Add 129.32% 185,360 1.88
TRS - TriMas Corp. Add 58.74% 265,184 6.73
ROVI - Rovi Corp Add 23.01% 102,871 1.54
JMBA - Jamba Inc Add 10.48% 150,000 1.82
AWI - Armstrong World Industries Inc. Add 9.41% 2,691 0.13
MED - Medifast Inc Add 1.15% 7,061 0.17
WEB - Web Com Group Inc Buy 305,317 4.77
BHE - Benchmark Electronics Buy 232,699 4.61
BDBD - Boulder Brands Inc Buy 410,686 3.23
STKL - SunOpta Inc Buy 326,076 2.86
BGFV - Big 5 Sporting Goods Corp Buy 239,154 2.62
HMSY - Hms Hldgs Corp Buy 124,709 1.59
ANF - Abercrombie & Fitch Co Reduce 45.16% 119,355 3.03
SIMG - Silicon Image Inc Sell 100.00% 4,136,852 20.28
VOLC - Volcano Corporation Sell 100.00% 502,825 7.98
PRXL - Parexel Intl Corp Sell 100.00% 27,747 1.37
Q4 2014
SIMG - Silicon Image Inc Add 44.86% 1,281,075 6.28
JMBA - Jamba Inc Add 21.04% 248,867 3.34
TRS - TriMas Corp. Add 20.42% 76,562 2.13
MED - Medifast Inc Add 4.02% 23,609 0.70
PRXL - Parexel Intl Corp Buy 27,747 1.37
AWI - Armstrong World Industries Inc. Buy 28,604 1.30
TEX - Terex Corp. Buy 51,079 1.26
PKT - Procera Networks Inc Buy 97,310 0.62
ANF - Abercrombie & Fitch Co Reduce 3.30% 9,031 0.27
UTIW - Uti Worldwide Inc Reduce 7.53% 11,674 0.10
VOLC - Volcano Corporation Reduce 76.47% 1,634,256 14.22
OPLK - Oplink Communications Inc Sell 100.00% 863,468 11.88
EXPRN - Express Inc Sell 100.00% 175,000 2.23
ICUI - Icu Med Inc Sell 100.00% 22,711 1.19
AVAV - Aerovironment Inc Sell 100.00% 25,000 0.62
Q3 2014
JMBA - Jamba Inc Add 66.05% 470,558 5.47
SIMG - Silicon Image Inc Add 35.97% 755,550 3.11
ROVI - Rovi Corp Add 14.80% 57,657 0.93
VOLC - Volcano Corporation Add 5.93% 119,678 1.04
MED - Medifast Inc Add 5.38% 30,000 0.81
TRS - TriMas Corp. Buy 374,926 7.46
EXPRN - Express Inc Buy 175,000 2.23
ICUI - Icu Med Inc Buy 22,711 1.19
ANF - Abercrombie & Fitch Co Reduce 7.75% 22,975 0.80
PRXL - Parexel Intl Corp Sell 100.00% 232,157 9.82
BRSS - Global Brass & Coppr Hldgs I Sell 100.00% 100,380 1.36
Q2 2014
PRXL - Parexel Intl Corp Add 1,121.88% 213,157 9.02
SIMG - Silicon Image Inc Add 111.36% 1,106,553 4.47
OPLK - Oplink Communications Inc Buy 863,468 11.74
JMBA - Jamba Inc Buy 712,464 6.90
BRSS - Global Brass & Coppr Hldgs I Buy 100,380 1.36
MED - Medifast Inc Reduce 7.00% 42,000 0.97
UTIW - Uti Worldwide Inc Reduce 13.41% 24,010 0.20
VOLC - Volcano Corporation Reduce 14.96% 355,000 5.55
ROVI - Rovi Corp Reduce 21.17% 104,603 1.89
ANF - Abercrombie & Fitch Co Reduce 32.98% 145,836 4.45
AVAV - Aerovironment Inc Reduce 50.00% 25,000 0.80
TKR - Timken Co. Sell 100.00% 168,228 7.84
LXU - LSB Industries Inc. Sell 100.00% 141,710 4.21
QEP - Qep Res Inc Sell 100.00% 98,283 2.29
OSIS - OSI Systems, Inc. Sell 100.00% 40,909 1.94
URS - Urs Corp New Sell 100.00% 27,339 1.02
Q1 2014
MED - Medifast Inc Buy 600,000 13.84
SIMG - Silicon Image Inc Buy 993,674 5.44
QEP - Qep Res Inc Buy 98,283 2.29
ROVI - Rovi Corp Reduce 18.83% 114,615 1.79
OSIS - OSI Systems, Inc. Reduce 50.00% 40,909 1.73
URS - Urs Corp New Reduce 50.02% 27,361 1.15
PRXL - Parexel Intl Corp Reduce 83.11% 93,521 3.36
AVAV - Aerovironment Inc Reduce 91.39% 530,767 12.29