Q4 2013 Holdings
Filed 2014-02-14 | 15 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COMMON | 893641100 | $168.3K | 1,045,233 | 12.0% |
| LPL Finl Hldgs Inc(LPLA) | COMMON | 50212V100 | $141.7K | 3,012,575 | 10.1% |
| Mattress Firm Hldg Corp | COMMON | 57722W106 | $118.3K | 2,748,225 | 8.4% |
| Msci Inc(MSCI) | COMMON | 55354G100 | $111.4K | 2,548,841 | 7.9% |
| Visa Inc(V) | COMMON CLASS A | 92826C839 | $107.7K | 483,549 | 7.7% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $107.0K | 2,759,168 | 7.6% |
| Motorola Solutions Inc(MSI) | COMMON NEW | 620076307 | $93.9K | 1,391,836 | 6.7% |
| Time Warner Cable Inc | COMMON | 88732J207 | $91.7K | 676,430 | 6.5% |
| Dollar GEN Corp New(DG) | COMMON | 256677105 | $87.9K | 1,457,556 | 6.3% |
| Wabco Hldgs Inc(WBC1EUR) | COMMON | 92927K102 | $86.7K | 928,132 | 6.2% |
| Equinix Inc | COMMON NEW | 29444U502 | $78.3K | 441,029 | 5.6% |
| Xylem Inc(XYL) | COMMON | 98419M100 | $57.9K | 1,674,470 | 4.1% |
| SBA Communications Corp | COMMON | 78388J106 | $53.7K | 597,329 | 3.8% |
| Realpage Inc(RP) | COMMON | 75606N109 | $50.5K | 2,159,661 | 3.6% |
| Crown Castle Intl Corp | COMMON | 228227104 | $47.0K | 640,712 | 3.4% |