Q3 2013 Holdings
Filed 2013-11-14 | 14 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 | $145.0K | 1,045,233 | 12.3% |
| LPL Finl Hldgs Inc(LPLA) | COMMON | 50212V100 | $115.4K | 3,012,575 | 9.8% |
| Msci Inc(MSCI) | COMMON | 55354G100 | $114.2K | 2,836,426 | 9.7% |
| Motorola Solutions Inc(MSI) | COMMON NEW | 620076307 | $108.0K | 1,818,541 | 9.2% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $105.6K | 2,759,168 | 8.9% |
| Wabco Hldgs Inc(WBC1EUR) | COMMON | 92927K102 | $93.0K | 1,103,302 | 7.9% |
| Visa Inc(V) | COMMON CLASS A | 92826C839 | $92.4K | 483,549 | 7.8% |
| Mattress Firm Hldg Corp | COMMON | 57722W106 | $86.7K | 2,724,966 | 7.3% |
| Dollar GEN Corp New(DG) | COMMON | 256677105 | $82.3K | 1,457,556 | 7.0% |
| Xylem Inc(XYL) | COMMON | 98419M100 | $81.8K | 2,930,042 | 6.9% |
| SBA Communications Corp | COMMON | 78388J106 | $48.1K | 597,329 | 4.1% |
| Crown Castle Intl Corp | COMMON | 228227104 | $46.8K | 640,712 | 4.0% |
| Realpage Inc(RP) | COMMON | 75606N109 | $35.3K | 1,526,593 | 3.0% |
| Time Warner Cable Inc | COMMON | 88732J207 | $25.5K | 228,834 | 2.2% |