Q4 2017 Holdings
Filed 2018-02-02 | 19 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $434.1K | 4,245,476 | 33.7% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $83.0K | 652,529 | 6.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $70.3K | 616,476 | 5.5% |
| Praxair Inc | COM | 74005P104 | $65.6K | 424,312 | 5.1% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $62.3K | 458,992 | 4.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $59.5K | 56,850 | 4.6% |
| Allegion PUB LTD Co(ALLE) | ORD SHS | G0176J109 | $59.4K | 746,227 | 4.6% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $54.2K | 763,152 | 4.2% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $54.1K | 353,446 | 4.2% |
| US Bancorp del(USB) | COM NEW | 902973304 | $52.5K | 979,476 | 4.1% |
| Moodys Corp(MCO) | COM | 615369105 | $46.1K | 312,447 | 3.6% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $45.8K | 607,372 | 3.6% |
| Ansys Inc(AKX) | COM | 03662Q105 | $43.4K | 293,914 | 3.4% |
| CME Group INV(CME) | COM CL A | 12572Q105 | $42.5K | 291,077 | 3.3% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $41.7K | 327,146 | 3.2% |
| Nike Inc(NKE) | CL B | 654106103 | $30.1K | 480,674 | 2.3% |
| Ecolab Inc(ECL) | COM | 278865100 | $27.5K | 205,311 | 2.1% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $15.6K | 11,352,661 | 1.2% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $339 | 5,379,268 | 0.0% |