Q1 2014 Holdings
Filed 2014-04-21 | 52 holdings | $8.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D.R. Horton Inc(DHI) | COM | 23331A109 | $5.3M | 245,710 | 62.0% |
| Cisco Systems(CSCO) | COM | 17275R102 | $2.8M | 123,945 | 32.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $327.0K | 6,364 | 3.8% |
| Harman Intl | COM | 413086109 | $10.3K | 96,595 | 0.1% |
| Apple Inc | COM | 37833100 | $9.7K | 18,127 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $8.6K | 211,242 | 0.1% |
| Thor IND(THO) | COM | 885160101 | $7.8K | 127,535 | 0.1% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $7.4K | 61,700 | 0.1% |
| JP Morgan Chase(JPM) | COM | 46625H100 | $7.3K | 120,946 | 0.1% |
| Schlumberger(SLB) | COM | 806857108 | $6.9K | 70,982 | 0.1% |
| Anadarko Petro | COM | 32511107 | $6.9K | 81,467 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $6.2K | 87,112 | 0.1% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $6.0K | 71,422 | 0.1% |
| Fluor Corp(FLR) | COM | 343412102 | $6.0K | 76,825 | 0.1% |
| Goldman Sachs Group(GS) | COM | 38141G104 | $5.6K | 34,240 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $5.1K | 197,820 | 0.1% |
| Nike Inc B(NKE) | COM | 654106103 | $5.0K | 68,085 | 0.1% |
| EMC Corp | COM | 268648102 | $5.0K | 180,990 | 0.1% |
| EOG Resources Inc(EOG) | COM | 26875P101 | $4.4K | 22,275 | 0.1% |
| Polaris IND(PII) | COM | 731068102 | $3.7K | 26,680 | 0.0% |
| Coach Inc | COM | 189754104 | $3.5K | 69,525 | 0.0% |
| Halliburton(HAL) | COM | 406216101 | $3.3K | 56,030 | 0.0% |
| Accenture PLC Ireland(ACN) | COM | G1151C101 | $3.3K | 40,800 | 0.0% |
| Spdr Index Asia Pacific(GMF) | COM | 78463X301 | $3.1K | 40,280 | 0.0% |
| Powershares India ETF | COM | 73935L100 | $2.8K | 150,240 | 0.0% |
| Ishares Msci Brazil(EWZ) | COM | 464286400 | $2.7K | 58,941 | 0.0% |
| Praxair Inc | COM | 74005P104 | $2.4K | 18,165 | 0.0% |
| Roper Indust(ROP) | COM | 776696106 | $2.3K | 17,411 | 0.0% |
| Linear Tech | COM | 535678106 | $1.6K | 32,999 | 0.0% |
| IBM(IBM) | COM | 459200101 | $1.6K | 8,215 | 0.0% |
| VF Corp.(VFC) | COM | 918204108 | $1.6K | 25,408 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3K | 13,082 | 0.0% |
| Automatic Data | COM | 53015103 | $1.2K | 14,900 | 0.0% |
| Melco Crown Entmnt LTD(MLCO) | COM | 585464100 | $1.1K | 28,225 | 0.0% |
| India Fund Inc(IFN) | COM | 454089103 | $1.1K | 46,042 | 0.0% |
| Asia Tigers Fund | COM | 04516T105 | $934 | 81,957 | 0.0% |
| DOW Chemical | COM | 260543103 | $789 | 16,232 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $760 | 9,100 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $599 | 14,616 | 0.0% |
| Regeneran Pharm(REGN) | COM | 75886F107 | $563 | 1,875 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $522 | 12,265 | 0.0% |
| Wells Fargo Co(WFC) | COM | 949746101 | $469 | 9,420 | 0.0% |
| Merck & Co(MRK) | COM | 58933Y105 | $446 | 7,860 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $424 | 5,265 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $376 | 4,700 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $332 | 5,936 | 0.0% |
| General Electric | COM | 369604103 | $298 | 11,504 | 0.0% |
| Capital One Financial(COF) | COM | 14040H105 | $275 | 3,566 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $267 | 4,000 | 0.0% |
| Abbott Labs | COM | 2824100 | $245 | 6,364 | 0.0% |