Q4 2017 Holdings
Filed 2018-02-20 | 22 holdings | $239.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.6K | 24,327 | 10.7% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $24.7K | 163,051 | 10.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $20.8K | 94,425 | 8.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $18.1K | 10,405 | 7.6% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $17.9K | 252,632 | 7.5% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $15.4K | 105,243 | 6.4% |
| Moodys Corp(MCO) | COM | 615369105 | $15.1K | 102,141 | 6.3% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $14.2K | 354,013 | 5.9% |
| Stryker Corp(SYK) | COM | 863667101 | $14.0K | 90,704 | 5.9% |
| Nike Inc(NKE) | CL B | 654106103 | $11.0K | 175,808 | 4.6% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $10.1K | 45,316 | 4.2% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $9.5K | 81,390 | 4.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $8.6K | 83,131 | 3.6% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $7.4K | 98,335 | 3.1% |
| Monsanto Co New | COM | 61166W101 | $6.6K | 56,656 | 2.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $5.4K | 17,130 | 2.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $4.1K | 103,144 | 1.7% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.0K | 14,555 | 1.3% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.7K | 60,910 | 1.1% |
| Itau Unibanco Hldg SA(BVXB) | SPON ADR REP PFD | 465562106 | $1.8K | 138,700 | 0.8% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $1.7K | 101,892 | 0.7% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $1.5K | 26,145 | 0.6% |