Q1 2017 Holdings
Filed 2017-05-15 | 15 holdings | $331.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $82.9K | 698,485 | 25.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $42.3K | 23,780 | 12.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $38.5K | 45,411 | 11.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.3K | 474,690 | 9.4% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $29.2K | 487,150 | 8.8% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $24.5K | 55,061 | 7.4% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $16.4K | 211,971 | 4.9% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $15.9K | 173,929 | 4.8% |
| Hershey Co(HSY) | COM | 427866108 | $11.9K | 109,150 | 3.6% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $11.8K | 115,099 | 3.6% |
| Fossil Group Inc(FOSL) | COM | 34988V106 | $11.7K | 667,750 | 3.5% |
| Conformis Inc(CFMS) | COM | 20717E101 | $7.7K | 1,480,349 | 2.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.4K | 54,075 | 1.3% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $1.8K | 6,475 | 0.6% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $1.0K | 10,688 | 0.3% |