Q3 2013 Holdings
Filed 2013-11-14 | 13 holdings | $300.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Realogy Hldgs Corp | COM | 95605Y106 | $55.8K | 1,296,184 | 18.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $36.0K | 1,086,108 | 12.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $34.2K | 463,227 | 11.4% |
| Mcgraw Hill COS Inc | COM | 580645109 | $32.3K | 491,937 | 10.7% |
| Twenty-First Century FOX Inc (FOX US) | COM | 90130A200 | $26.1K | 780,749 | 8.7% |
| Monster Beverage Corp | COM | 611740101 | $25.9K | 495,794 | 8.6% |
| Wd-40 Co(WDFC) | COM | 929236107 | $19.8K | 305,440 | 6.6% |
| Sothebys | COM | 835898107 | $19.1K | 388,405 | 6.3% |
| Nielsen Holdings N V | COM | N63218106 | $17.4K | 476,974 | 5.8% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $13.6K | 1,337,238 | 4.5% |
| Zillow Inc | CL A | 98954A107 | $13.5K | 160,123 | 4.5% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $6.9K | 221,952 | 2.3% |
| Coca Cola Co(KO) | COM | 191216100 | $227 | 5,991 | 0.1% |