Q1 2015 Holdings
Filed 2015-04-28 | 85 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone(AZO) | COM | 053332102 | $2.6M | 3,756 | 49.3% |
| Cummins(CMI) | COM | 231021106 | $2.4M | 17,561 | 46.8% |
| Apple Computer(AAPL) | COM | 037833100 | $7.9K | 63,124 | 0.2% |
| Sigma-Aldrich Corp | COM | 826552101 | $6.9K | 50,025 | 0.1% |
| Novo Nordisk Spons ADR(NVO) | COM | 670100205 | $6.6K | 123,190 | 0.1% |
| Roper Inds New Com(ROP) | COM | 776696106 | $6.1K | 35,240 | 0.1% |
| Ecolab(ECL) | COM | 278865100 | $6.0K | 52,346 | 0.1% |
| Church & Dwight(CHD) | COM | 171340102 | $5.5K | 63,999 | 0.1% |
| Stericycle(SRCLEUR) | COM | 858912108 | $5.4K | 38,325 | 0.1% |
| Canadian National Railway Corp(CNI) | COM | 136375102 | $5.2K | 77,603 | 0.1% |
| Accenture PLC Cl A(ACN) | COM | G1151C101 | $5.0K | 53,748 | 0.1% |
| Idexx Labs(IDXX) | COM | 45168D104 | $5.0K | 32,250 | 0.1% |
| MasterCard Worldwide(MA) | COM | 57636Q104 | $4.9K | 56,940 | 0.1% |
| Danaher Corp(DHR) | COM | 235851102 | $4.9K | 57,197 | 0.1% |
| Novartis AG ADR(NVSN) | COM | 66987V109 | $4.8K | 48,813 | 0.1% |
| Abbott Laboratories(ABT) | COM | 002824100 | $4.7K | 102,280 | 0.1% |
| United Technologies(UTXZ) | COM | 913017109 | $4.7K | 40,332 | 0.1% |
| O'Reilly Automotive New(ORLY) | COM | 67103H107 | $4.7K | 21,841 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $4.7K | 48,439 | 0.1% |
| Ametek(AME) | COM | 031100100 | $4.6K | 87,382 | 0.1% |
| Amphenol Corp New Cl A(APH) | COM | 032095101 | $4.6K | 77,699 | 0.1% |
| Henry Schein(HSIC) | COM | 806407102 | $4.6K | 32,743 | 0.1% |
| Fiserv(FISV) | COM | 337738108 | $4.5K | 56,378 | 0.1% |
| Comcast Corp New Cl A(CMCSA) | COM | 20030N101 | $4.1K | 71,748 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $4.0K | 34,741 | 0.1% |
| Chevron Texaco Corp(CVX) | COM | 166764100 | $3.9K | 36,746 | 0.1% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $3.8K | 28,634 | 0.1% |
| Davita Healthcare Partners(DVA) | COM | 23918K108 | $3.7K | 45,250 | 0.1% |
| Amgen(AMGN) | COM | 031162100 | $3.7K | 22,941 | 0.1% |
| Automatic Data Proc(ADP) | COM | 053015103 | $3.2K | 37,291 | 0.1% |
| Grainger (WW)(GWW) | COM | 384802104 | $3.1K | 12,997 | 0.1% |
| Praxair | COM | 74005P104 | $2.9K | 24,074 | 0.1% |
| Ansys(AKX) | COM | 03662Q105 | $2.9K | 32,830 | 0.1% |
| McCormick & Co(MKC) | COM | 579780206 | $2.7K | 35,222 | 0.1% |
| Dr Pepper Snapple Group Inc | COM | 26138E109 | $2.7K | 34,262 | 0.1% |
| Schlumberger Ltd(SLB) | COM | 806857108 | $2.7K | 31,985 | 0.1% |
| Nike Cl B(NKE) | COM | 654106103 | $2.4K | 24,140 | 0.0% |
| Toronto-Dominion Bk(TD) | COM | 891160509 | $2.4K | 55,879 | 0.0% |
| Taiwan Semiconductor Mfg ADR(TSM) | COM | 874039100 | $2.3K | 97,199 | 0.0% |
| Check Point Software(CHKP) | COM | M22465104 | $2.2K | 26,436 | 0.0% |
| Toro Co(TTC) | COM | 891092108 | $2.1K | 30,594 | 0.0% |
| Cognizant Tech(CTSH) | COM | 192446102 | $2.1K | 33,964 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $1.9K | 21,451 | 0.0% |
| RPM(RPM) | COM | 749685103 | $1.9K | 38,583 | 0.0% |
| Public Storage Com(PSA) | COM | 74460D109 | $1.7K | 8,789 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.5K | 16,104 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $1.5K | 19,642 | 0.0% |
| PPG Industries(PPG) | COM | 693506107 | $1.4K | 6,080 | 0.0% |
| Google Cl A | COM | 38259P508 | $1.4K | 2,467 | 0.0% |
| EOG Resources(EOG) | COM | 26875P101 | $1.4K | 14,761 | 0.0% |