Q1 2019 Holdings
Filed 2019-05-10 | 23 holdings | $286.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $28.4K | 16,281 | 9.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $27.0K | 228,589 | 9.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.5K | 21,629 | 8.9% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $19.9K | 241,172 | 7.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $18.8K | 123,997 | 6.6% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $15.3K | 43,880 | 5.3% |
| Facebook Inc(META) | CL A | 30303M102 | $14.2K | 85,281 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $14.0K | 73,930 | 4.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $13.5K | 186,486 | 4.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $13.1K | 353,410 | 4.6% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $12.4K | 163,045 | 4.3% |
| Moodys Corp(MCO) | COM | 615369105 | $11.8K | 65,401 | 4.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $11.0K | 52,267 | 3.8% |
| Starbucks Corp(SBUX) | COM | 855244109 | $10.9K | 146,843 | 3.8% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $10.1K | 40,491 | 3.5% |
| Fastenal Co(FAST) | COM | 311900104 | $7.9K | 122,385 | 2.8% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $7.3K | 83,699 | 2.5% |
| Ishares Inc(TUR) | MSCI TURKEY ETF | 464286715 | $6.9K | 285,653 | 2.4% |
| Aptargroup Inc(ATR) | COM | 038336103 | $4.5K | 42,653 | 1.6% |
| Equifax Inc(EFX) | COM | 294429105 | $4.0K | 33,554 | 1.4% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $3.9K | 67,695 | 1.4% |
| Conformis Inc(CFMS) | COM | 20717E101 | $3.4K | 1,267,595 | 1.2% |
| Ecolab Inc(ECL) | COM | 278865100 | $2.3K | 12,922 | 0.8% |