Q1 2014 Holdings
Filed 2014-05-13 | 26 holdings | $166.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Franklin Elec Inc(FELE) | COM | 353514102 | $11.2K | 262,407 | 6.7% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $10.3K | 63,837 | 6.2% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $10.2K | 243,579 | 6.1% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $9.7K | 172,426 | 5.8% |
| Google Inc | CL A | 38259P508 | $9.2K | 8,274 | 5.5% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $9.1K | 204,049 | 5.5% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $8.4K | 125,497 | 5.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $8.2K | 41,721 | 4.9% |
| Home Depot Inc(HD) | COM | 437076102 | $8.0K | 100,905 | 4.8% |
| Borgwarner(BWA) | COM | 099724106 | $7.6K | 122,967 | 4.5% |
| Ebay(EBAY) | COM | 278642103 | $7.3K | 132,013 | 4.4% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $7.2K | 191,310 | 4.4% |
| Fastenal Co(FAST) | COM | 311900104 | $7.2K | 145,995 | 4.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $7.1K | 116,512 | 4.3% |
| Monsanto Co New | COM | 61166W101 | $6.4K | 56,510 | 3.9% |
| Capella Education Company | COM | 139594105 | $6.4K | 101,508 | 3.9% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $6.3K | 84,634 | 3.8% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $6.2K | 131,188 | 3.8% |
| Procter & Gamble(PG) | COM | 742718109 | $4.6K | 56,890 | 2.8% |
| Kansas City Southern | COM NEW | 485170302 | $3.6K | 35,137 | 2.2% |
| Coca Cola Enterprises Inc New | COM | 19122T109 | $3.2K | 67,837 | 1.9% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $2.3K | 23,273 | 1.4% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $2.1K | 136,845 | 1.3% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $2.0K | 165,680 | 1.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.5K | 30,800 | 0.9% |
| Tornier N V | SHS | N87237108 | $960 | 45,220 | 0.6% |