Q3 2015 Holdings
Filed 2015-11-16 | 10 holdings | $988.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $250.7K | 2,170,500 | 25.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $219.0K | 3,144,012 | 22.2% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $111.0K | 1,817,466 | 11.2% |
| IMS Health Hldgs Inc | COM | 44970B109 | $97.3K | 3,342,781 | 9.8% |
| Lowes COS Inc(LOW) | COM | 548661107 | $95.4K | 1,383,481 | 9.7% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $63.4K | 1,116,420 | 6.4% |
| Union PAC Corp(UNP) | COM | 907818108 | $53.4K | 604,380 | 5.4% |
| Williams COS Inc del(WMB) | COM | 969457100 | $43.6K | 1,181,964 | 4.4% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $27.2K | 718,746 | 2.8% |
| United Rentals Inc(URI) | COM | 911363109 | $27.0K | 450,298 | 2.7% |