Q1 2014 Holdings
Filed 2014-05-06 | 454 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DXP Enterprises Inc New(DXPE) | COM NEW | 233377407 | $275.0K | 2,900 | 10.7% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $320.0K | 2,500 | 12.5% |
| Autozone Inc(AZO) | COM | 053332102 | $322.0K | 600 | 12.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $455.0K | 20,300 | 17.7% |