Q3 2014 Holdings
Filed 2014-11-13 | 32 holdings | $133.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Robert Half Intl Inc(RHI) | COM | 770323103 | $8.7K | 178,479 | 6.6% |
| Home Depot Inc(HD) | COM | 437076102 | $8.0K | 87,666 | 6.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $7.8K | 47,057 | 5.8% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $7.3K | 97,553 | 5.5% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $7.2K | 32,711 | 5.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $6.8K | 97,766 | 5.1% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $6.6K | 140,044 | 4.9% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $6.5K | 162,700 | 4.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $6.5K | 144,707 | 4.9% |
| Franklin Elec Inc(FELE) | COM | 353514102 | $5.7K | 164,656 | 4.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.3K | 88,659 | 4.0% |
| Capella Education Company | COM | 139594105 | $4.6K | 72,903 | 3.4% |
| Fastenal Co(FAST) | COM | 311900104 | $4.1K | 91,095 | 3.1% |
| Google Inc | CL C | 38259P706 | $4.1K | 7,056 | 3.1% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $3.9K | 86,483 | 3.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.9K | 52,644 | 2.9% |
| Borgwarner(BWA) | COM | 099724106 | $3.9K | 73,689 | 2.9% |
| Procter & Gamble Co(PG) | COM | 742718109 | $3.8K | 44,923 | 2.8% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $3.6K | 105,515 | 2.7% |
| Google Inc | CL A | 38259P508 | $3.5K | 6,016 | 2.7% |
| Kansas City Southern | COM NEW | 485170302 | $3.3K | 27,002 | 2.5% |
| Cooper COS Inc | COM NEW | 216648402 | $2.4K | 15,160 | 1.8% |
| Ultimate Software Group Inc | COM | 90385D107 | $2.2K | 15,891 | 1.7% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $2.1K | 169,871 | 1.6% |
| Monsanto Co New | COM | 61166W101 | $2.1K | 18,603 | 1.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.6K | 30,800 | 1.2% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $1.6K | 24,805 | 1.2% |
| Towers Watson & Co | CL A | 891894107 | $1.6K | 16,100 | 1.2% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $1.1K | 120,003 | 0.8% |
| Tornier N V | SHS | N87237108 | $1.1K | 45,220 | 0.8% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $1.1K | 5,710 | 0.8% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.0K | 13,865 | 0.8% |