Q2 2020 Holdings
Filed 2020-08-14 | 16 holdings | $475.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fiserv Inc(FISV) | COM | 337738108 | $33.0K | 338,148 | 6.9% |
| Starbucks Corp(SBUX) | COM | 855244109 | $32.9K | 447,653 | 6.9% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $32.8K | 581,256 | 6.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.7K | 160,734 | 6.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $32.5K | 242,171 | 6.8% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $31.3K | 124,456 | 6.6% |
| Copart Inc(CPRT) | COM | 217204106 | $31.2K | 374,970 | 6.6% |
| YUM Brands Inc(YUM) | COM | 988498101 | $31.1K | 357,636 | 6.5% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $31.1K | 920,979 | 6.5% |
| Nike Inc(NKE) | CL B | 654106103 | $30.8K | 314,615 | 6.5% |
| Facebook Inc(META) | CL A | 30303M102 | $30.8K | 135,739 | 6.5% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $30.5K | 179,580 | 6.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $29.2K | 20,579 | 6.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $27.9K | 94,349 | 5.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.6K | 7,094 | 4.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $18.1K | 103,889 | 3.8% |