Q1 2016 Holdings
Filed 2016-05-16 | 18 holdings | $62.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $8.3K | 64,000 | 13.1% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $7.5K | 142,232 | 11.9% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $6.7K | 106,300 | 10.6% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $6.4K | 62,700 | 10.2% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $4.5K | 89,257 | 7.1% |
| Masimo Corp(MASI) | COM | 574795100 | $4.4K | 104,852 | 7.0% |
| Stryker Corp(SYK) | COM | 863667101 | $3.7K | 34,700 | 5.9% |
| Paychex Inc(PAYX) | COM | 704326107 | $3.4K | 63,839 | 5.5% |
| Hibbett Sports Inc(HB6) | COM | 428567101 | $2.8K | 76,892 | 4.4% |
| Vitae Pharmaceuticals Inc | COM | 92847N103 | $2.7K | 402,849 | 4.3% |
| Trinseo S A(TSEOQ) | SHS | L9340P101 | $2.2K | 59,787 | 3.5% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $2.0K | 83,927 | 3.2% |
| Insulet Corp(PODD) | COM | 45784P101 | $1.8K | 53,714 | 2.8% |
| Quanex Building Products COR(NX) | COM | 747619104 | $1.8K | 101,810 | 2.8% |
| Demandware Inc(DWREEUR) | COM | 24802Y105 | $1.7K | 42,630 | 2.7% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $1.3K | 27,051 | 2.1% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $1.1K | 70,400 | 1.7% |
| Press Ganey Hldgs Inc | COM | 74113L102 | $688 | 22,857 | 1.1% |