Q1 2017 Holdings
Filed 2017-05-15 | 13 holdings | $362.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SBA Communications Corp(SBAC) | COM | 78410G104 | $50.7K | 420,845 | 14.0% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $45.6K | 513,165 | 12.6% |
| Vantiv Inc | COM | 92210H105 | $44.8K | 699,211 | 12.4% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $41.5K | 965,101 | 11.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $41.5K | 710,142 | 11.4% |
| Cognizant Tech Solutions(CTSH) | COM | 192446102 | $32.9K | 552,267 | 9.1% |
| Mastercard Inc(MA) | COM | 57636Q104 | $28.4K | 252,470 | 7.8% |
| Comcast Corp(CMCSA) | COM | 20030N101 | $27.7K | 736,256 | 7.6% |
| Sprouts Farmers Market Inc(SFM) | COM | 85208M102 | $18.4K | 796,439 | 5.1% |
| Godaddy Inc(GDDY) | COM | 380237107 | $11.4K | 301,103 | 3.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.5K | 72,399 | 2.6% |
| Playa Hotels & Resorts NV | COM | N70544106 | $8.7K | 824,554 | 2.4% |
| Mohawk Industries Inc(MHK) | COM | 608190104 | $1.7K | 7,362 | 0.5% |