Q2 2017 Holdings
Filed 2017-08-01 | 17 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $407.3K | 4,844,596 | 36.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $66.7K | 710,746 | 5.9% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $65.3K | 680,484 | 5.8% |
| Allegion PUB LTD Co(ALLE) | ORD SHS | G0176J109 | $56.5K | 697,036 | 5.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $52.3K | 1,006,549 | 4.6% |
| Praxair Inc | COM | 74005P104 | $51.2K | 386,117 | 4.5% |
| Nike Inc(NKE) | CL B | 654106103 | $50.4K | 855,034 | 4.5% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $49.9K | 358,063 | 4.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $48.8K | 486,651 | 4.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $47.4K | 713,337 | 4.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $46.9K | 51,624 | 4.2% |
| Moodys Corp(MCO) | COM | 615369105 | $42.3K | 347,510 | 3.7% |
| Ansys Inc(AKX) | COM | 03662Q105 | $39.3K | 323,266 | 3.5% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $37.3K | 503,568 | 3.3% |
| Core Laboratories N V(CLB) | COM | N22717107 | $31.4K | 310,226 | 2.8% |
| Monsanto Co New | COM | 61166W101 | $25.6K | 216,176 | 2.3% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $9.3K | 12,341,363 | 0.8% |