Q1 2015 Holdings
Filed 2015-05-15 | 13 holdings | $222.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $38.3K | 443,095 | 17.2% |
| CME Group Inc(CME) | COM | 12572Q105 | $38.0K | 401,289 | 17.1% |
| Realogy Hldgs Corp | COM | 75605Y106 | $27.4K | 602,317 | 12.3% |
| Wd-40 Co(WDFC) | COM | 929236107 | $24.6K | 277,976 | 11.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.1K | 48,528 | 8.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $17.4K | 178,420 | 7.8% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $17.2K | 171,201 | 7.7% |
| Grubhub Inc | COM | 400110102 | $10.9K | 240,940 | 4.9% |
| Nielsen N V | COM | N63218106 | $9.2K | 207,441 | 4.2% |
| Google Inc | CL C | 38259P706 | $6.8K | 12,422 | 3.1% |
| Markit LTD | SHS | G58249106 | $6.2K | 232,021 | 2.8% |
| Altria Group Inc(MO) | COM | 02209S103 | $4.1K | 81,693 | 1.8% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $3.8K | 102,585 | 1.7% |