Q2 2014 Holdings
Filed 2014-08-13 | 29 holdings | $141.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Robert Half Intl Inc(RHI) | COM | 770323103 | $9.1K | 189,664 | 6.4% |
| Franklin Elec Inc(FELE) | COM | 353514102 | $8.7K | 215,146 | 6.1% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $8.7K | 53,842 | 6.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $8.6K | 115,838 | 6.1% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $7.8K | 121,491 | 5.5% |
| Home Depot Inc(HD) | COM | 437076102 | $7.1K | 87,666 | 5.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $7.0K | 33,881 | 4.9% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $7.0K | 169,689 | 4.9% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $6.6K | 176,530 | 4.7% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $6.1K | 124,152 | 4.3% |
| Fastenal Co(FAST) | COM | 311900104 | $5.9K | 118,960 | 4.1% |
| Monsanto Co New | COM | 61166W101 | $5.7K | 45,333 | 4.0% |
| Borgwarner(BWA) | COM | 099724106 | $5.6K | 86,119 | 4.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.5K | 95,659 | 3.9% |
| Google Inc | CL A | 38259P508 | $4.1K | 7,056 | 2.9% |
| Google Inc | CL C | 38259P706 | $4.1K | 7,056 | 2.9% |
| Ebay(EBAY) | COM | 278642103 | $4.0K | 80,032 | 2.8% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $4.0K | 86,258 | 2.8% |
| Capella Education Company | COM | 139594105 | $4.0K | 72,788 | 2.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.9K | 52,644 | 2.7% |
| Kansas City Southern | COM NEW | 485170302 | $3.3K | 31,027 | 2.4% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $3.2K | 91,040 | 2.3% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $2.4K | 35,715 | 1.7% |
| Ultimate Software Group Inc | COM | 90385D107 | $2.2K | 15,920 | 1.6% |
| DSW Inc | CL A | 23334L102 | $2.0K | 70,600 | 1.4% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $2.0K | 128,003 | 1.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.5K | 30,800 | 1.0% |
| Tornier N V | SHS | N87237108 | $1.1K | 45,220 | 0.7% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $979 | 96,471 | 0.7% |