Q1 2015 Holdings
Filed 2015-04-23 | 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 | $31.7K | 329,475 | 6.4% |
| Linear Technology | COM | 535678106 | $29.6K | 631,665 | 6.0% |
| Knight Transportation | COM | 499064103 | $28.6K | 887,850 | 5.8% |
| Paccar Inc.(PCAR) | COM | 693718108 | $27.7K | 438,120 | 5.6% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $27.6K | 700,490 | 5.5% |
| Beacon Roofing Supply(BECNUSD) | COM | 073685109 | $26.8K | 857,200 | 5.4% |
| USG Corp | COM | 903293405 | $26.6K | 996,600 | 5.4% |
| Robert Half Int'l(RHI) | COM | 770323103 | $25.0K | 413,055 | 5.0% |
| MetLife, Inc.(MET) | COM | 59156R108 | $25.0K | 494,200 | 5.0% |
| Quanta Services(PWR) | COM | 74762E102 | $24.7K | 866,550 | 5.0% |
| Xylem Inc.(XYL) | COM | 98419M100 | $24.3K | 693,100 | 4.9% |
| Enersys(ENS) | COM | 29275Y102 | $22.5K | 350,745 | 4.5% |
| Ecolab Inc.(ECL) | COM | 278865100 | $22.5K | 196,540 | 4.5% |
| Fiserv Inc.(FISV) | COM | 337738108 | $22.4K | 282,200 | 4.5% |
| Fastenal Co.(FAST) | COM | 311900104 | $21.8K | 525,350 | 4.4% |
| Intel Corp(INTC) | COM | 458140100 | $21.1K | 675,140 | 4.3% |
| CSX Corp.(CSX) | COM | 126408103 | $20.0K | 603,025 | 4.0% |
| ABM Industries(ABM) | COM | 000957100 | $16.9K | 531,250 | 3.4% |
| Mettler-Toledo Int'l(MTD) | COM | 592688105 | $16.2K | 49,380 | 3.3% |
| Waters Corporation(WAT) | COM | 941848103 | $14.9K | 119,890 | 3.0% |
| SM Energy Company(SM) | COM | 78454L100 | $9.2K | 177,547 | 1.8% |
| Hovnanian Entr. | COM | 442487203 | $7.1K | 2,002,000 | 1.4% |
| Broadsoft, Inc. | COM | 11133B409 | $2.7K | 82,000 | 0.6% |
| General Electric Co | COM | 369604103 | $1.0K | 41,700 | 0.2% |
| Watsco, Inc.(WSO) | COM | 942622200 | $264 | 2,100 | 0.1% |
| Service Corp. Int'l(SCI) | COM | 817565104 | $209 | 8,025 | 0.0% |
| NexGen Energy Ltd.(NXE) | COM | 65340P106 | $144 | 350,000 | 0.0% |