Q4 2013 Holdings
Filed 2014-02-13 | 13 holdings | $160.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Devry Inc del | COM | 251893103 | $31.8K | 896,945 | 19.9% |
| Google Inc | CL A | 38259P508 | $30.9K | 27,558 | 19.3% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $29.0K | 247,121 | 18.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $26.0K | 31,074 | 16.2% |
| Neustar Inc | CL A | 64126X201 | $14.7K | 295,516 | 9.2% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $9.4K | 101,175 | 5.9% |
| Praxair Inc | COM | 74005P104 | $5.3K | 40,791 | 3.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.6K | 30,276 | 2.2% |
| TJX COS Inc(TJX) | COM | 872540109 | $3.0K | 47,638 | 1.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.7K | 12,081 | 1.7% |
| Kinder Morgan Inc del | *W EXP 5//25/201 | 49456B119 | $2.1K | 509,100 | 1.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $981 | 9,692 | 0.6% |
| Norfolk Southern CorpCall | CALL | 655844908 | $882 | 9,500 | 0.6% |