Q2 2014 Holdings
Filed 2014-07-24 | 27 holdings | $496.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aon plc(AON) | COM | G0408V102 | $30.1K | 334,325 | 6.1% |
| Linear Technology | COM | 535678106 | $29.8K | 633,965 | 6.0% |
| Intel Corp(INTC) | COM | 458140100 | $28.7K | 927,800 | 5.8% |
| Robert Half Int'l(RHI) | COM | 770323103 | $28.2K | 590,625 | 5.7% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $26.5K | 717,840 | 5.3% |
| Paccar Inc.(PCAR) | COM | 693718108 | $26.0K | 414,450 | 5.2% |
| Quanta Services(PWR) | COM | 74762E102 | $25.7K | 743,325 | 5.2% |
| CSX Corp.(CSX) | COM | 126408103 | $24.2K | 786,275 | 4.9% |
| Beacon Roofing Supply(BECNUSD) | COM | 073685109 | $24.2K | 729,190 | 4.9% |
| Fastenal Co.(FAST) | COM | 311900104 | $23.9K | 482,150 | 4.8% |
| Intuit, Inc.(INTU) | COM | 461202103 | $23.1K | 287,020 | 4.7% |
| SM Energy Company(SM) | COM | 78454L100 | $22.9K | 272,850 | 4.6% |
| Fiserv Inc.(FISV) | COM | 337738108 | $22.7K | 376,350 | 4.6% |
| Waters Corporation(WAT) | COM | 941848103 | $22.2K | 212,871 | 4.5% |
| USG Corp | COM | 903293405 | $21.6K | 718,400 | 4.4% |
| Mettler-Toledo Int'l(MTD) | COM | 592688105 | $21.4K | 84,535 | 4.3% |
| Solera Holdings | COM | 83421A104 | $19.6K | 291,700 | 3.9% |
| Ecolab Inc.(ECL) | COM | 278865100 | $19.4K | 173,800 | 3.9% |
| Knight Transportation | COM | 499064103 | $17.1K | 717,300 | 3.4% |
| Xylem Inc.(XYL) | COM | 98419M100 | $13.2K | 337,900 | 2.7% |
| Enersys(ENS) | COM | 29275Y102 | $12.3K | 179,045 | 2.5% |
| Hovnanian Entr. | COM | 442487203 | $10.3K | 2,002,000 | 2.1% |
| General Electric Co | COM | 369604103 | $1.1K | 41,700 | 0.2% |
| Broadsoft, Inc. | COM | 11133B409 | $1.0K | 39,200 | 0.2% |
| Warren Resources | COM | 93564A100 | $673 | 108,600 | 0.1% |
| Intrexon Corp. | COM | 46122T102 | $406 | 16,150 | 0.1% |
| African Potash | COM | B4QYTJ5 | $144 | 2,500,000 | 0.0% |