Q4 2018 Holdings
Filed 2019-02-07 | 23 holdings | $250.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $26.6K | 15,428 | 10.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $26.2K | 25,080 | 10.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $26.0K | 255,532 | 10.4% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $17.5K | 227,235 | 7.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $15.6K | 242,120 | 6.2% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $14.0K | 123,997 | 5.6% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $12.3K | 163,045 | 4.9% |
| Apple Inc(AAPL) | COM | 037833100 | $11.7K | 73,930 | 4.7% |
| Facebook Inc(META) | CL A | 30303M102 | $11.2K | 85,281 | 4.5% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $10.7K | 43,880 | 4.3% |
| Ebay Inc(EBAY) | COM | 278642103 | $9.4K | 335,374 | 3.8% |
| Moodys Corp(MCO) | COM | 615369105 | $9.2K | 65,401 | 3.7% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $8.9K | 52,267 | 3.5% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $8.1K | 40,491 | 3.2% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $7.0K | 83,699 | 2.8% |
| Ishares Inc(TUR) | MSCI TURKEY ETF | 464286715 | $7.0K | 285,653 | 2.8% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $6.8K | 106,607 | 2.7% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $6.6K | 126,179 | 2.6% |
| Fastenal Co(FAST) | COM | 311900104 | $6.4K | 122,385 | 2.6% |
| Aptargroup Inc(ATR) | COM | 038336103 | $4.0K | 42,653 | 1.6% |
| Equifax Inc(EFX) | COM | 294429105 | $3.1K | 33,554 | 1.2% |
| Ecolab Inc(ECL) | COM | 278865100 | $1.9K | 12,922 | 0.8% |
| Conformis Inc(CFMS) | COM | 20717E101 | $530 | 1,480,349 | 0.2% |