Q4 2014 Holdings
Filed 2015-01-29 | 27 holdings | $497.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aon plc(AON) | COM | G0408V102 | $30.8K | 324,975 | 6.2% |
| Knight Transportation | COM | 499064103 | $29.4K | 872,900 | 5.9% |
| Linear Technology | COM | 535678106 | $28.4K | 622,365 | 5.7% |
| Paccar Inc.(PCAR) | COM | 693718108 | $27.5K | 403,700 | 5.5% |
| USG Corp | COM | 903293405 | $27.0K | 966,300 | 5.4% |
| Fiserv Inc.(FISV) | COM | 337738108 | $25.2K | 355,050 | 5.1% |
| Intel Corp(INTC) | COM | 458140100 | $24.6K | 676,800 | 4.9% |
| Mettler-Toledo Int'l(MTD) | COM | 592688105 | $24.6K | 81,185 | 4.9% |
| Robert Half Int'l(RHI) | COM | 770323103 | $24.3K | 416,575 | 4.9% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $23.9K | 697,490 | 4.8% |
| Fastenal Co.(FAST) | COM | 311900104 | $22.4K | 470,400 | 4.5% |
| Waters Corporation(WAT) | COM | 941848103 | $22.3K | 197,771 | 4.5% |
| Beacon Roofing Supply(BECNUSD) | COM | 073685109 | $22.2K | 800,040 | 4.5% |
| CSX Corp.(CSX) | COM | 126408103 | $21.5K | 594,575 | 4.3% |
| Quanta Services(PWR) | COM | 74762E102 | $20.6K | 726,025 | 4.1% |
| Xylem Inc.(XYL) | COM | 98419M100 | $20.3K | 532,950 | 4.1% |
| MetLife, Inc.(MET) | COM | 59156R108 | $19.6K | 363,250 | 4.0% |
| Enersys(ENS) | COM | 29275Y102 | $19.4K | 314,045 | 3.9% |
| Intuit, Inc.(INTU) | COM | 461202103 | $17.8K | 192,820 | 3.6% |
| Ecolab Inc.(ECL) | COM | 278865100 | $17.6K | 168,700 | 3.5% |
| SM Energy Company(SM) | COM | 78454L100 | $8.6K | 223,647 | 1.7% |
| Hovnanian Entr. | COM | 442487203 | $8.3K | 2,002,000 | 1.7% |
| ABM Industries(ABM) | COM | 000957100 | $7.4K | 257,950 | 1.5% |
| Broadsoft, Inc. | COM | 11133B409 | $2.2K | 76,400 | 0.4% |
| General Electric Co | COM | 369604103 | $1.1K | 41,700 | 0.2% |
| Watsco, Inc.(WSO) | COM | 942622200 | $235 | 2,200 | 0.0% |
| NexGen Energy Ltd.(NXE) | COM | 65340P106 | $82 | 250,000 | 0.0% |