Q4 2014 Holdings
Filed 2015-02-13 | 28 holdings | $141.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $9.8K | 146,887 | 7.0% |
| Home Depot Inc(HD) | COM | 437076102 | $9.2K | 87,701 | 6.5% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $9.2K | 156,859 | 6.5% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $9.0K | 48,374 | 6.3% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $8.2K | 31,315 | 5.8% |
| Towers Watson & Co | CL A | 891894107 | $8.0K | 70,343 | 5.6% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $7.4K | 140,407 | 5.2% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $7.4K | 162,700 | 5.2% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $6.1K | 77,716 | 4.3% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $5.9K | 129,230 | 4.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $5.6K | 73,748 | 4.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $5.5K | 36,664 | 3.9% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $5.1K | 100,818 | 3.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.9K | 78,987 | 3.5% |
| Capella Education Company | COM | 139594105 | $4.9K | 63,787 | 3.5% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.3K | 50,014 | 3.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $4.1K | 105,875 | 2.9% |
| Borgwarner(BWA) | COM | 099724106 | $3.8K | 69,604 | 2.7% |
| Google Inc | CL C | 38259P706 | $3.7K | 7,056 | 2.6% |
| Google Inc | CL A | 38259P508 | $3.2K | 6,016 | 2.3% |
| Kansas City Southern | COM NEW | 485170302 | $3.1K | 25,142 | 2.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.7K | 29,303 | 1.9% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $2.5K | 178,440 | 1.8% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.1K | 30,800 | 1.5% |
| Monsanto Co New | COM | 61166W101 | $2.0K | 16,703 | 1.4% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $1.7K | 27,700 | 1.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.1K | 13,600 | 0.8% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $1.0K | 117,303 | 0.7% |