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Siphron Capital Management

Q1 2014 Holdings

Filed 2014-05-15 | 75 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Netapp Inc.(NTAP)COM64110D104$1330.0%
Linear TechnologyCOM535678106$1300.0%
Cognizant Technology Solutions(CTSH)COM192446102$1220.0%
Intel Corp.(INTC)COM458140100$1530.0%
Analog Devices(ADI)COM032654105$2380.0%
World Acceptance(WRLD)COM981419104$2260.0%
Automatic Data Proc'g(ADP)COM053015103$2230.0%
B & G Foods Inc.(BGS)COM05508R106$2660.0%
Badger Meter Inc.(BMI)COM056525108$2420.0%
AZZ Incorporated(AZZ)COM002474104$2500.0%
Wd-40 Co.(WDFC)COM929236107$2300.0%
Varian Medical Systemts, Inc.(VAREUR)COM92220P105$2230.0%
Texas Instruments(TXN)COM882508104$2370.0%
Team IncorporatedCOM878155100$2540.0%
D X P Enterprises(DXPE)COM233377407$2180.0%
Sturm Ruger & Co Inc.(RGR)COM864159108$2330.0%
Qualcomm Inc. COM(QCOM)COM747525103$2240.0%
Oracle(ORCL)COM68389X105$2430.0%
Ansys Inc.(AKX)COM03662Q105$2260.0%
Microchip Tech.(MCHP)COM595017104$2420.0%
ClarcorCOM179895107$2410.0%
Microsoft Corp.(MSFT)COM594918104$2520.0%
Meridian Bioscience Inc.(MR4)COM589584101$2960.0%
Madden Steven Ltd.(SHOO)COM556269108$2640.0%
Autodesk, Inc.(ADSK)COM052769106$2360.0%
Accenture Corp.(ACN)COMG1151C101$2280.0%
FactSet Research Systems Inc.(FDS)COM303075105$2190.0%
Amgen Inc.(AMGN)COM031162100$2160.0%
G III Apparel Group(GIII)COM36237H101$2300.0%
ICU Medical Inc.(ICUI)COM44930G107$2330.0%
Balchem Corp.(BCPC)COM057665200$3540.0%
Dorman Products Inc.(DORM)COM258278100$3560.0%
Exponent Inc.(EXPO)COM30214U102$3360.0%
Fiserv Inc.(FISV)COM337738108$3480.0%
J2 Global Inc.(ZD)COM48123V102$3640.0%
Lumber Liquidators Hldgs(LLFLQ)COM55003T107$3360.0%
Netscout Systems Inc.(NTCT)COM64115T104$3760.0%
Toro Company(TTC)COM891092108$3430.0%
Unifirst Corp.(UNF)COM904708104$3270.0%
Wolverine World Wide Inc.(WWW)COM978097103$3880.0%
Boston Beer Co Inc.(SAM)COM100557107$4170.0%
Middleby Corp.(MIDD)COM596278101$4150.0%
Advent Software IncCOM007974108$41310.0%
Disney (Walt)(DIS)COM254687106$87710,9500.0%
Under Armour, Inc.(UAA)COM904311107$9408,2000.0%
V.F. Corporation(VFC)COM918204108$1.2K20,1200.1%
Kimberly-Clark Corp.(KMB)COM494368103$1.3K11,3900.1%
Cerner Corp.(CERNCHF)COM156782104$1.4K24,6570.1%
Intuit, Inc.(INTU)COM461202103$1.4K17,9410.1%
Anadarko(APC3EUR)COM032511107$1.4K16,6300.1%
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