Q4 2015 Holdings
Filed 2016-02-16 | 10 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $243.8K | 3,144,012 | 20.0% |
| Home Depot Inc(HD) | COM | 437076102 | $204.4K | 1,545,531 | 16.8% |
| Lowes COS Inc(LOW) | COM | 548661107 | $139.6K | 1,835,433 | 11.5% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $132.6K | 510,975 | 10.9% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $121.8K | 2,542,632 | 10.0% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $115.1K | 1,869,009 | 9.5% |
| IMS Health Hldgs Inc | COM | 44970B109 | $85.1K | 3,342,781 | 7.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $74.3K | 1,967,111 | 6.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $69.2K | 1,116,420 | 5.7% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $31.5K | 1,428,221 | 2.6% |