Q3 2013 Holdings
Filed 2013-11-15 | 112 holdings | $26.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lauder (Estee)(EL) | COM | 518439104 | $11.2K | 160,220 | 0.0% |
| Affiliated Managers GRP(AMG) | COM | 008252108 | $12.6K | 69,019 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $12.8K | 255,106 | 0.0% |
| O Reilly Automotive Inc(ORLY) | COM | 67103H107 | $15.6K | 122,195 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $16.4K | 212,910 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $264.0K | 11,275 | 1.0% |
| Abbvie(ABBV) | COM | 00287Y109 | $1.9M | 41,602 | 6.9% |
| Adobe Systems(ADBE) | COM | 00724F101 | $3.4M | 65,100 | 12.6% |
| Clean Harbors(CLH) | COM | 184496107 | $3.6M | 61,713 | 13.4% |
| Cbre Group(CBRE) | COM | 12504L109 | $3.6M | 157,470 | 13.5% |
| Costco Wholesale Corp-New(COST) | COM | 22160K105 | $4.3M | 37,745 | 16.1% |
| Carmax Inc(KMX) | COM | 143130102 | $9.5M | 195,198 | 35.1% |