Q4 2019 Holdings
Filed 2020-02-03 | 77 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Domino's Pizza, Inc(DPZ) | COM | 25754A201 | $211 | 718 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $213 | 1,500 | 0.0% |
| Home Depot Inc.(HD) | COM | 437076102 | $240 | 1,100 | 0.0% |
| Colgate-Palmolive Co(CL) | COM | 194162103 | $275 | 4,000 | 0.0% |
| Laboratory Corp of America HOL | COM | 50540R409 | $277 | 1,639 | 0.0% |
| Copart Inc.(CPRT) | COM | 217204106 | $278 | 3,061 | 0.0% |
| Msci Inc.(MSCI) | COM | 55354G100 | $289 | 1,121 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $299 | 2,400 | 0.0% |
| First Republic Bank(FRCB) | COM | 33616C100 | $313 | 2,667 | 0.0% |
| Ollie's Bargain Outlet Holding(OLLI) | COM | 681116109 | $336 | 5,147 | 0.0% |
| Splunk Inc.(SPLKCHF) | COM | 848637104 | $338 | 2,256 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $340 | 2,725 | 0.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $347 | 6,270 | 0.0% |
| Alphabet Inc CL C(GOOG) | COM | 02079K107 | $349 | 261 | 0.0% |
| Church and Dwight(CHD) | COM | 171340102 | $366 | 5,202 | 0.0% |
| Global Payments Inc.(GPN) | COM | 37940X102 | $390 | 2,136 | 0.0% |
| Broadridge Financial Solutions(BR) | COM | 11133T103 | $415 | 3,363 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $422 | 4,800 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $429 | 2,042 | 0.0% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $435 | 2,202 | 0.0% |
| Schwab U.S. Large-Cap Growth E(SCHG) | COM | 808524300 | $445 | 4,790 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $456 | 3,150 | 0.0% |
| Iqvia Holdings Inc(IQV) | COM | 46266C105 | $457 | 2,958 | 0.0% |
| Five Below Inc.(FIVE) | COM | 33829M101 | $468 | 3,658 | 0.0% |
| Signature Bank(SBNY) | COM | 82669G104 | $479 | 3,506 | 0.0% |
| Vanguard Information Technolog(VGT) | COM | 92204A702 | $491 | 2,006 | 0.0% |
| Raymond James Financial(RJF) | COM | 754730109 | $494 | 5,519 | 0.0% |
| Take-Two Interactive Software(TTWO) | COM | 874054109 | $521 | 4,257 | 0.0% |
| Spdr TR Unit SER 1(SPY) | COM | 78462F103 | $525 | 1,632 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $547 | 4,000 | 0.0% |
| Monolithic Power Systems Inc.(MPWR) | COM | 609839105 | $550 | 3,089 | 0.0% |
| TJX COS Inc(TJX) | COM | 872540109 | $562 | 9,200 | 0.0% |
| Ametek(AME) | COM | 031100100 | $567 | 5,683 | 0.0% |
| JB Hunt Transport Svcs Inc(JBHT) | COM | 445658107 | $573 | 4,904 | 0.0% |
| Marvell Technology Group LTD O(MRVL) | COM | G5876H105 | $575 | 21,652 | 0.0% |
| Euronet Worldwide, Inc.(EEFT) | COM | 298736109 | $581 | 3,688 | 0.0% |
| International Flavors and Fragra(IFF) | COM | 459506101 | $593 | 4,594 | 0.0% |
| Epam Systems(EPAM) | COM | 29414B104 | $654 | 3,082 | 0.0% |
| Genpact LTD(G) | COM | G3922B107 | $668 | 15,842 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $706 | 3,371 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $711 | 3,931 | 0.0% |
| Skyworks Solutions(SWKS) | COM | 83088M102 | $718 | 5,941 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $28.5K | 124,018 | 0.8% |
| Sherwin-Williams Co(SHW) | COM | 824348106 | $35.5K | 60,875 | 0.9% |
| IHS Markit LTD(IHS) | COM | G47567105 | $39.6K | 525,228 | 1.0% |
| Monster Beverage Corp(MNST) | COM | 61174X109 | $41.4K | 650,907 | 1.1% |
| Booking Holdings Inc.(BKNG) | COM | 09857L108 | $42.3K | 20,602 | 1.1% |
| Becton Dickinson and Co(BDX) | COM | 075887109 | $43.4K | 159,440 | 1.1% |
| Mastercard Inc(MA) | COM | 57636Q104 | $43.6K | 145,887 | 1.2% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $44.6K | 191,252 | 1.2% |