Q2 2019 Holdings
Filed 2019-08-14 | 23 holdings | $305.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $29.5K | 15,721 | 9.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $26.3K | 196,456 | 8.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $22.6K | 20,879 | 7.4% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $22.4K | 145,346 | 7.3% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $18.9K | 254,064 | 6.2% |
| Facebook Inc(META) | CL A | 30303M102 | $15.9K | 82,447 | 5.2% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $14.7K | 42,420 | 4.8% |
| Ishares Inc(TUR) | MSCI TURKEY ETF | 464286715 | $14.3K | 599,961 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $14.1K | 71,303 | 4.6% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $13.5K | 157,133 | 4.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $13.4K | 340,351 | 4.4% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $12.3K | 146,200 | 4.0% |
| Moodys Corp(MCO) | COM | 615369105 | $12.3K | 62,972 | 4.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $11.8K | 141,349 | 3.9% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $11.5K | 50,326 | 3.8% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $11.4K | 179,745 | 3.7% |
| Fastenal Co(FAST) | COM | 311900104 | $11.1K | 340,649 | 3.6% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $8.6K | 116,709 | 2.8% |
| International Flavors&fragra(IFF) | COM | 459506101 | $6.7K | 45,907 | 2.2% |
| Aptargroup Inc(ATR) | COM | 038336103 | $5.1K | 40,882 | 1.7% |
| Equifax Inc(EFX) | COM | 294429105 | $4.3K | 32,078 | 1.4% |
| Ecolab Inc(ECL) | COM | 278865100 | $2.4K | 12,253 | 0.8% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $2.2K | 7,595 | 0.7% |