Q3 2013 Holdings
Filed 2013-11-07 | 14 holdings | $145.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $31.4K | 46,629 | 21.6% |
| Devry Inc del | COM | 251893103 | $29.1K | 950,575 | 20.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $25.8K | 247,121 | 17.8% |
| Google Inc | CL A | 38259P508 | $24.1K | 27,558 | 16.6% |
| Neustar Inc | CL A | 64126X201 | $10.2K | 205,836 | 7.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $7.8K | 101,375 | 5.4% |
| Praxair Inc | COM | 74005P104 | $4.9K | 40,791 | 3.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.4K | 30,276 | 2.4% |
| Monsanto Co New | COM | 61166W101 | $3.0K | 29,169 | 2.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.3K | 12,081 | 1.6% |
| Central European Media Entrp | CL A NEW | G20045202 | $880 | 167,000 | 0.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $834 | 9,692 | 0.6% |
| Norfolk Southern CorpCall | CALL | 655844908 | $735 | 9,500 | 0.5% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $515 | 4,038 | 0.4% |