Q1 2015 Holdings
Filed 2015-05-14 | 27 holdings | $141.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $11.5K | 100,951 | 8.1% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $9.9K | 146,887 | 7.0% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $9.8K | 161,459 | 6.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $9.4K | 150,842 | 6.7% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $8.9K | 31,315 | 6.3% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $8.8K | 184,310 | 6.2% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $8.7K | 180,850 | 6.1% |
| Towers Watson & Co | CL A | 891894107 | $8.2K | 61,768 | 5.8% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $6.0K | 121,948 | 4.3% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $5.5K | 66,510 | 3.9% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $5.4K | 67,766 | 3.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.8K | 78,987 | 3.4% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $4.4K | 74,250 | 3.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $4.2K | 33,556 | 3.0% |
| Capella Education Company | COM | 139594105 | $4.1K | 63,787 | 2.9% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $4.1K | 121,875 | 2.9% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.8K | 43,714 | 2.7% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $3.4K | 43,000 | 2.4% |
| Google Inc | CL A | 38259P508 | $3.3K | 6,016 | 2.4% |
| Borgwarner(BWA) | COM | 099724106 | $3.1K | 51,474 | 2.2% |
| Google Inc | CL C | 38259P706 | $3.0K | 5,489 | 2.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.3K | 30,800 | 1.6% |
| Target Corp(TGT) | COM | 87612E106 | $2.2K | 26,660 | 1.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.8K | 19,460 | 1.3% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $1.8K | 27,700 | 1.3% |
| Monsanto Co New | COM | 61166W101 | $1.5K | 12,898 | 1.0% |
| Mobileye N V Amstelveen | ORD SHS | N51488117 | $1.2K | 27,785 | 0.8% |