Q4 2013 Holdings
Filed 2014-02-13 | 11 holdings | $312.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Realogy Hldgs Corp | COM | 75605Y106 | $72.3K | 1,461,792 | 23.2% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $39.2K | 501,116 | 12.6% |
| CME Group Inc(CME) | COM | 12572Q105 | $38.3K | 488,731 | 12.3% |
| Monster Beverage Corp | COM | 611740101 | $36.7K | 542,177 | 11.8% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $23.8K | 1,437,975 | 7.6% |
| Wd-40 Co(WDFC) | COM | 929236107 | $23.3K | 312,550 | 7.5% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $22.9K | 662,273 | 7.3% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $22.4K | 686,674 | 7.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $18.4K | 479,740 | 5.9% |
| Zillow Inc | CL A | 98954A107 | $14.1K | 168,385 | 4.5% |
| Coca Cola Co(KO) | COM | 191216100 | $557 | 13,488 | 0.2% |