Q2 2013 Holdings
Filed 2013-08-14 | 16 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COMMON | 893641100 | $163.9K | 1,045,233 | 14.1% |
| LPL Finl Hldgs Inc(LPLA) | COMMON | 50212V100 | $114.0K | 3,019,651 | 9.8% |
| Visa Inc(V) | COMMON CLASS A | 92826C839 | $103.2K | 564,445 | 8.9% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $96.7K | 2,769,631 | 8.3% |
| Msci Inc(MSCI) | COMMON | 55354G100 | $94.6K | 2,844,595 | 8.1% |
| Motorola Solutions Inc(MSI) | COMMON NEW | 620076307 | $92.7K | 1,605,394 | 8.0% |
| Wabco Hldgs Inc(WBC1EUR) | COMMON | 92927K102 | $89.2K | 1,194,723 | 7.7% |
| Mattress Firm Hldg Corp | COMMON | 57722W106 | $88.4K | 2,193,999 | 7.6% |
| Dollar GEN Corp New(DG) | COMMON | 256677105 | $73.7K | 1,461,714 | 6.3% |
| Xylem Inc(XYL) | COMMON | 98419M100 | $67.7K | 2,512,533 | 5.8% |
| Progressive Waste Solutions | COMMON | 74339G101 | $59.0K | 2,743,011 | 5.1% |
| SBA Communications Corp | COMMON | 78388J106 | $29.9K | 402,790 | 2.6% |
| Whole Foods MKT Inc | COMMON | 966837106 | $27.0K | 523,898 | 2.3% |
| Crown Castle Intl Corp | COMMON | 228227104 | $24.9K | 344,478 | 2.1% |
| Blount Intl Inc New | COMMON | 095180105 | $23.2K | 1,966,777 | 2.0% |
| Tyler Technologies Inc(TYL) | COMMON | 902252105 | $16.7K | 244,216 | 1.4% |