Q4 2017 Holdings
Filed 2018-02-14 | 12 holdings | $529.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vantiv Inc | COM | 92210H105 | $64.1K | 871,641 | 12.1% |
| Comcast Corp(CMCSA) | COM | 20030N101 | $60.9K | 1,521,368 | 11.5% |
| TJX Companies Inc(TJX) | COM | 872540109 | $58.8K | 769,160 | 11.1% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $55.7K | 488,391 | 10.5% |
| Godaddy Inc(GDDY) | COM | 380237107 | $53.4K | 1,062,906 | 10.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $50.1K | 871,671 | 9.5% |
| Playa Hotels & Resorts NV | COM | N70544106 | $41.6K | 3,859,097 | 7.9% |
| Ross Stores Inc(ROST) | COM | 778296103 | $32.8K | 408,889 | 6.2% |
| Moody's Corp(MCO) | COM | 615369105 | $29.2K | 197,825 | 5.5% |
| Paychex Inc(PAYX) | COM | 704326107 | $28.6K | 420,455 | 5.4% |
| Mohawk Industries Inc(MHK) | COM | 608190104 | $28.3K | 102,469 | 5.3% |
| Mastercard Inc(MA) | COM | 57636Q104 | $25.9K | 171,189 | 4.9% |