Q4 2016 Holdings
Filed 2017-01-18 | 17 holdings | $779.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $242.0K | 4,151,324 | 31.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $53.4K | 684,386 | 6.9% |
| Allegion PUB LTD Co(ALLE) | ORD SHS | G0176J109 | $47.3K | 738,428 | 6.1% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $42.5K | 356,692 | 5.5% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $40.0K | 484,139 | 5.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $38.2K | 583,223 | 4.9% |
| Praxair Inc | COM | 74005P104 | $34.4K | 293,384 | 4.4% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $34.2K | 609,688 | 4.4% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $32.7K | 428,033 | 4.2% |
| US Bancorp del(USB) | COM NEW | 902973304 | $32.2K | 627,471 | 4.1% |
| Core Laboratories N V(CLB) | COM | N22717107 | $31.2K | 259,943 | 4.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $28.9K | 312,889 | 3.7% |
| Nike Inc(NKE) | CL B | 654106103 | $28.8K | 566,255 | 3.7% |
| Moodys Corp(MCO) | COM | 615369105 | $27.8K | 294,909 | 3.6% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $26.6K | 482,479 | 3.4% |
| Monsanto Co New | COM | 61166W101 | $22.1K | 210,124 | 2.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $16.7K | 21,690 | 2.1% |