Q4 2013 Holdings
Filed 2014-02-13 | 28 holdings | $168.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Franklin Elec Inc(FELE) | COM | 353514102 | $11.4K | 256,346 | 6.8% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $10.5K | 59,355 | 6.2% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $9.9K | 235,143 | 5.9% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $9.0K | 119,378 | 5.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $8.7K | 10,382 | 5.1% |
| Home Depot Inc(HD) | COM | 437076102 | $8.5K | 102,809 | 5.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $8.4K | 170,233 | 5.0% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $8.1K | 213,120 | 4.8% |
| Google Inc | CL A | 38259P508 | $7.8K | 6,983 | 4.6% |
| Ebay(EBAY) | COM | 278642103 | $7.7K | 141,196 | 4.6% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $7.7K | 41,980 | 4.6% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $7.7K | 158,700 | 4.5% |
| Fastenal Co(FAST) | COM | 311900104 | $7.1K | 149,440 | 4.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $6.7K | 114,995 | 4.0% |
| Borgwarner(BWA) | COM | 099724106 | $6.7K | 119,024 | 3.9% |
| Capella Education Company | COM | 139594105 | $6.7K | 100,100 | 3.9% |
| Monsanto Co New | COM | 61166W101 | $6.2K | 52,970 | 3.7% |
| Procter & Gamble(PG) | COM | 742718109 | $5.4K | 65,755 | 3.2% |
| Kansas City Southern | COM NEW | 485170302 | $4.5K | 36,041 | 2.6% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $3.9K | 40,818 | 2.3% |
| Coca Cola Enterprises Inc New | COM | 19122T109 | $3.5K | 79,270 | 2.1% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $3.2K | 177,549 | 1.9% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $2.9K | 194,650 | 1.7% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $1.8K | 29,700 | 1.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.5K | 30,800 | 0.9% |
| GAP Inc del(GAP) | COM | 364760108 | $1.1K | 29,150 | 0.7% |
| 3M Co(MMM) | COM | 88579Y101 | $1.1K | 7,995 | 0.7% |
| Tornier N V | SHS | N87237108 | $1.0K | 55,536 | 0.6% |