Q3 2015 Holdings
Filed 2015-11-13 | 13 holdings | $248.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $41.6K | 461,926 | 16.8% |
| CME Group Inc(CME) | COM | 12572Q105 | $40.2K | 433,565 | 16.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.7K | 48,239 | 9.9% |
| Realogy Hldgs Corp | COM | 75605Y106 | $24.4K | 648,018 | 9.8% |
| Markit LTD | SHS | G58249106 | $23.0K | 794,210 | 9.3% |
| Wd-40 Co(WDFC) | COM | 929236107 | $22.8K | 255,636 | 9.2% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $19.5K | 719,357 | 7.8% |
| Mead Johnson Nutrition Co | COM | 582839106 | $15.7K | 223,398 | 6.3% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $11.6K | 429,311 | 4.7% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $9.8K | 277,251 | 4.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $8.8K | 306,122 | 3.5% |
| Praxair Inc | COM | 74005P104 | $4.7K | 46,265 | 1.9% |
| Grubhub Inc | COM | 400110102 | $1.6K | 67,752 | 0.7% |