Q1 2015 Holdings
Filed 2015-05-15 | 13 holdings | $87.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $44.1M | 64,634 | 50.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $42.3M | 508,413 | 48.5% |
| Home Depot Inc(HD) | COM | 437076102 | $238.3K | 2,097,434 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $101.2K | 1,547,036 | 0.1% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $99.3K | 1,685,517 | 0.1% |
| Google Inc | CL C | 38259P706 | $98.8K | 180,246 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $87.9K | 1,182,176 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $55.6K | 643,203 | 0.1% |
| Yahoo Inc | COM | 984332106 | $40.6K | 913,445 | 0.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $39.5K | 721,010 | 0.0% |
| Plains GP Hldgs L P | SHS A REP LTPN | 72651A108 | $35.1K | 1,238,181 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $25.6K | 280,423 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $8.4K | 238,466 | 0.0% |