Q4 2016 Holdings
Filed 2017-02-14 | 11 holdings | $298.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vantiv Inc | COM | 92210H105 | $41.7K | 699,211 | 14.0% |
| SBA Communications Corp | COM | 78388J106 | $40.5K | 392,282 | 13.6% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $40.2K | 514,865 | 13.5% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $38.1K | 965,101 | 12.8% |
| Cognizant Tech Solutions(CTSH) | COM | 192446102 | $30.9K | 552,267 | 10.4% |
| Mastercard Inc(MA) | COM | 57636Q104 | $26.1K | 252,470 | 8.7% |
| Starbucks Corp(SBUX) | COM | 855244109 | $26.1K | 469,379 | 8.7% |
| Comcast Corp(CMCSA) | COM | 20030N101 | $25.4K | 368,128 | 8.5% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $20.6K | 376,740 | 6.9% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $7.8K | 72,399 | 2.6% |
| Spdr S&P 500 ETF Trust(SPY) | COM | 78462F103 | $918 | 4,107 | 0.3% |