Q3 2017 Holdings
Filed 2017-10-31 | 66 holdings | $19.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hexcel Corp(HXL) | COM | 428291108 | $7.0K | 121,291 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $7.0K | 97,821 | 0.0% |
| Mettler-Toledo International I(MTD) | COM | 592688105 | $7.2K | 11,459 | 0.0% |
| Canadian National Railway Co(CNI) | COM | 136375102 | $7.3K | 88,081 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $7.5K | 60,439 | 0.0% |
| Broadcom LTD(AVGO) | COM | Y09827109 | $7.7K | 31,701 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $7.7K | 41,875 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.4K | 44,308 | 0.0% |
| Honeywell Int'l Inc(HON) | COM | 438516106 | $8.4K | 59,536 | 0.0% |
| Visa Inc - Class A Shares(V) | COM | 92826C839 | $9.0K | 85,903 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $10.5K | 10,918 | 0.1% |
| Facebook Inc(META) | COM | 30303M102 | $11.8K | 68,943 | 0.1% |
| Alphabet Inc CL C Non-Voting(GOOG) | COM | 02079K107 | $13.5K | 14,098 | 0.1% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $5.7M | 28,650 | 28.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $5.9M | 18,965 | 30.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $7.9M | 52,633 | 39.7% |