Q4 2014 Holdings
Filed 2015-02-17 | 21 holdings | $250.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $154.3M | 1,571,794 | 61.6% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $94.2M | 1,296,114 | 37.6% |
| Humana Inc(HUM) | COM | 444859102 | $152.5K | 1,061,860 | 0.1% |
| Actavis PLC | SHS | G0083B108 | $146.0K | 567,221 | 0.1% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $143.0K | 1,338,259 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $136.0K | 1,475,309 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $128.5K | 891,170 | 0.1% |
| Time Warner Inc | COM NEW | 887317303 | $111.5K | 1,305,163 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $109.1K | 95,703 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $104.7K | 948,294 | 0.0% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $95.1K | 1,069,204 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $89.9K | 466,508 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $84.6K | 1,858,372 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $83.5K | 402,374 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $82.4K | 856,861 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $79.9K | 492,864 | 0.0% |
| SBA Communications Corp | COM | 78388J106 | $76.6K | 691,753 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $54.0K | 363,343 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $52.7K | 549,677 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $42.9K | 523,174 | 0.0% |
| Teradata Corp del(TDC)Call | COM | 88076W103 | $26.8K | 614,000 | 0.0% |