Q4 2014 Holdings
Filed 2015-02-17 | 30 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $558.4K | 7,106,939 | 8.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $533.6K | 4,189,138 | 7.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $501.2K | 6,742,981 | 7.2% |
| Linear Technology Corp | COM | 535678106 | $434.2K | 9,522,402 | 6.2% |
| Waters Corp(WAT) | COM | 941848103 | $421.9K | 3,742,999 | 6.1% |
| Msci Inc(MSCI) | COM | 55354G100 | $410.0K | 8,642,922 | 5.9% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $386.7K | 4,470,502 | 5.6% |
| Ebay Inc(EBAY) | COM | 278642103 | $327.6K | 5,837,130 | 4.7% |
| Sirona Dental Systems Inc | COM | 82966C103 | $319.1K | 3,651,898 | 4.6% |
| Intuit(INTU) | COM | 461202103 | $296.1K | 3,211,454 | 4.3% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $275.4K | 1,978,856 | 4.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $274.8K | 5,916,958 | 3.9% |
| Grainger W W Inc(GWW) | COM | 384802104 | $228.6K | 896,749 | 3.3% |
| Google Inc | CL A | 38259P508 | $228.1K | 429,755 | 3.3% |
| Danaher Corp del(DHR) | COM | 235851102 | $215.1K | 2,509,401 | 3.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $209.7K | 675,797 | 3.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $195.9K | 1,438,503 | 2.8% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $189.2K | 2,204,026 | 2.7% |
| Ansys Inc(AKX) | COM | 03662Q105 | $159.2K | 1,942,055 | 2.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $158.0K | 1,237,846 | 2.3% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $152.2K | 913,251 | 2.2% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $123.2K | 821,441 | 1.8% |
| Nike Inc(NKE) | CL B | 654106103 | $120.0K | 1,248,314 | 1.7% |
| Nielsen N V | COM | N63218106 | $109.2K | 2,440,468 | 1.6% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $87.7K | 3,791,314 | 1.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $13.3K | 64,950 | 0.2% |
| Solarcity Corp | COM | 83416T100 | $12.6K | 236,000 | 0.2% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $11.6K | 438,741 | 0.2% |
| Leju Hldgs LTD | SPONSORED ADS | 50187J108 | $3.1K | 283,700 | 0.0% |
| Mead Johnson Nutrition Co | COM | 582839106 | $2.7K | 27,043 | 0.0% |