Q2 2017 Holdings
Filed 2017-08-07 | 12 holdings | $308.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $82.4K | 698,485 | 26.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $44.5K | 23,780 | 14.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $42.2K | 45,411 | 13.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.7K | 474,690 | 10.6% |
| Intercontinental Exchange Inc(ICE) | COM | 45866F104 | $32.1K | 487,150 | 10.4% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $23.6K | 343,841 | 7.7% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $12.6K | 75,988 | 4.1% |
| Hershey Co(HSY) | COM | 427866108 | $11.7K | 109,150 | 3.8% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $9.9K | 115,099 | 3.2% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $9.4K | 22,488 | 3.0% |
| Conformis Inc(CFMS) | COM | 20717E101 | $6.4K | 1,480,349 | 2.1% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $1.0K | 10,688 | 0.3% |