Q2 2017 Holdings
Filed 2017-08-14 | 12 holdings | $382.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $48.1K | 513,165 | 12.6% |
| Vantiv Inc | COM | 92210H105 | $44.3K | 699,211 | 11.6% |
| SBA Communications Corp(SBAC) | COM | 78410G104 | $42.8K | 317,064 | 11.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $41.5K | 712,049 | 10.9% |
| Playa Hotels & Resorts NV | COM | N70544106 | $41.2K | 3,448,429 | 10.8% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $39.5K | 736,019 | 10.3% |
| Mastercard Inc(MA) | COM | 57636Q104 | $30.7K | 252,470 | 8.0% |
| Comcast Corp(CMCSA) | COM | 20030N101 | $28.7K | 736,256 | 7.5% |
| Cognizant Tech Solutions(CTSH) | COM | 192446102 | $28.2K | 424,903 | 7.4% |
| Godaddy Inc(GDDY) | COM | 380237107 | $24.9K | 585,933 | 6.5% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $10.6K | 72,399 | 2.8% |
| Mohawk Industries Inc(MHK) | COM | 608190104 | $1.8K | 7,362 | 0.5% |