Q1 2018 Holdings
Filed 2018-05-15 | 22 holdings | $267.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $30.6K | 174,655 | 11.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $27.0K | 26,053 | 10.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $23.2K | 11,142 | 8.7% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $21.8K | 270,546 | 8.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $21.5K | 100,361 | 8.0% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $18.0K | 111,469 | 6.7% |
| Moodys Corp(MCO) | COM | 615369105 | $17.6K | 108,969 | 6.6% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $15.7K | 378,763 | 5.9% |
| Stryker Corp(SYK) | COM | 863667101 | $15.5K | 96,140 | 5.8% |
| Nike Inc(NKE) | CL B | 654106103 | $12.5K | 188,199 | 4.7% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $9.9K | 48,533 | 3.7% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $9.9K | 87,159 | 3.7% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $8.7K | 89,014 | 3.2% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $7.5K | 105,265 | 2.8% |
| Monsanto Co New | COM | 61166W101 | $7.1K | 60,689 | 2.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $5.0K | 13,990 | 1.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $4.7K | 106,744 | 1.7% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.4K | 14,755 | 1.3% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.8K | 60,910 | 1.1% |
| Itau Unibanco Hldg SA(BVXB) | SPON ADR REP PFD | 465562106 | $1.9K | 118,700 | 0.7% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $1.8K | 101,892 | 0.7% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $1.6K | 38,245 | 0.6% |