Q1 2014 Holdings
Filed 2014-04-17 | 28 holdings | $492.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Linear Technology | COM | 535678106 | $30.8K | 632,365 | 6.3% |
| Beacon Roofing Supply(BECNUSD) | COM | 073685109 | $28.4K | 733,540 | 5.8% |
| Aon plc(AON) | COM | G0408V102 | $28.2K | 334,595 | 5.7% |
| Paccar Inc.(PCAR) | COM | 693718108 | $28.0K | 414,750 | 5.7% |
| Quanta Services(PWR) | COM | 74762E102 | $27.4K | 741,925 | 5.6% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $25.8K | 717,290 | 5.2% |
| Robert Half Int'l(RHI) | COM | 770323103 | $24.8K | 591,925 | 5.0% |
| Intel Corp(INTC) | COM | 458140100 | $24.0K | 930,100 | 4.9% |
| Fastenal Co.(FAST) | COM | 311900104 | $23.7K | 481,350 | 4.8% |
| Waters Corporation(WAT) | COM | 941848103 | $23.2K | 214,171 | 4.7% |
| CSX Corp.(CSX) | COM | 126408103 | $22.7K | 783,625 | 4.6% |
| Intuit, Inc.(INTU) | COM | 461202103 | $22.3K | 287,020 | 4.5% |
| Fiserv Inc.(FISV) | COM | 337738108 | $21.4K | 376,950 | 4.3% |
| Mettler-Toledo Int'l(MTD) | COM | 592688105 | $19.8K | 83,885 | 4.0% |
| SM Energy Company(SM) | COM | 78454L100 | $19.3K | 270,450 | 3.9% |
| Ecolab Inc.(ECL) | COM | 278865100 | $18.8K | 174,300 | 3.8% |
| Solera Holdings | COM | 83421A104 | $18.4K | 289,975 | 3.7% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $18.3K | 187,850 | 3.7% |
| USG Corp | COM | 903293405 | $16.0K | 488,700 | 3.2% |
| Enersys(ENS) | COM | 29275Y102 | $12.4K | 178,445 | 2.5% |
| RigNet, Inc.(RNET) | COM | 766582100 | $11.4K | 211,953 | 2.3% |
| Anadarko Petroleum(APC3EUR) | COM | 032511107 | $10.9K | 128,600 | 2.2% |
| Hovnanian Entr. | COM | 442487203 | $9.5K | 2,008,000 | 1.9% |
| Broadsoft, Inc. | COM | 11133B409 | $4.9K | 182,860 | 1.0% |
| General Electric Co | COM | 369604103 | $1.1K | 41,700 | 0.2% |
| Warren Resources | COM | 93564A100 | $575 | 119,700 | 0.1% |
| Intrexon Corp. | COM | 46122T102 | $278 | 10,575 | 0.1% |
| African Potash | COM | B4QYTJ5 | $138 | 3,000,000 | 0.0% |