Q2 2013 Holdings
Filed 2013-08-14 | 14 holdings | $286.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $42.7K | 1,389,803 | 14.9% |
| Realogy Hldgs Corp | COM | 95605Y106 | $36.6K | 762,192 | 12.8% |
| CME Group Inc(CME) | COM | 12572Q105 | $33.8K | 445,202 | 11.8% |
| Monster Beverage Corp | COM | 611740101 | $32.2K | 529,639 | 11.2% |
| Mcgraw Hill COS Inc | COM | 580645109 | $26.6K | 499,228 | 9.3% |
| News Corp | CLB | 65248E203 | $25.4K | 773,764 | 8.9% |
| Nielsen Holdings N V | COM | N63218106 | $25.0K | 745,514 | 8.7% |
| Wd-40 Co(WDFC) | COM | 929236107 | $18.1K | 332,558 | 6.3% |
| Sothebys | COM | 835898107 | $15.1K | 399,576 | 5.3% |
| World Wrestling Entmt Inc(WWEUSD) | CLA | 98156Q108 | $11.5K | 1,119,550 | 4.0% |
| Zillow Inc | CLA | 98954A107 | $8.6K | 153,236 | 3.0% |
| Zoetis Inc(ZTS) | CLA | 98978V103 | $6.4K | 207,254 | 2.2% |
| 21ST Century FOX | COM | 90130A200 | $2.5K | 85,873 | 0.9% |
| Coca Cola Co(KO) | COM | 191216100 | $2.0K | 50,037 | 0.7% |