Q1 2016 Holdings
Filed 2016-05-16 | 11 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $252.6K | 1,893,121 | 21.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $251.3K | 3,285,971 | 21.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $148.4K | 1,958,883 | 12.8% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $135.7K | 2,201,895 | 11.7% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $123.0K | 2,773,672 | 10.6% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $76.0K | 2,102,601 | 6.5% |
| IMS Health Hldgs Inc | COM | 44970B109 | $56.1K | 2,114,768 | 4.8% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $50.7K | 359,977 | 4.4% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $29.8K | 104,797 | 2.6% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $21.1K | 347,178 | 1.8% |
| EQT Corp(EQT) | COM | 26884L109 | $17.0K | 253,159 | 1.5% |