Q4 2013 Holdings
Filed 2014-02-18 | 23 holdings | $227.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa(V) | COM | 92826C839 | $23.2K | 103,959 | 10.2% |
| COM | 38259P508 | $21.5K | 19,201 | 9.5% | |
| Ecolab(ECL) | COM | 278865100 | $17.0K | 162,934 | 7.5% |
| 21ST Century FOX | COM | 90130A101 | $16.9K | 480,987 | 7.4% |
| eBAY(EBAY) | COM | 278642103 | $15.9K | 289,164 | 7.0% |
| Mastercard(MA) | COM | 57636Q104 | $15.7K | 18,834 | 6.9% |
| Dunkin' Brands(DNKN) | COM | 265504100 | $14.9K | 309,049 | 6.6% |
| Dollar General(DG) | COM | 256677105 | $14.6K | 241,734 | 6.4% |
| AON(AON) | COM | G0408V102 | $14.3K | 170,394 | 6.3% |
| Oracle(ORCL) | COM | 68389X105 | $12.6K | 328,616 | 5.5% |
| Sally Beauty(SBH) | COM | 79546E104 | $12.3K | 405,776 | 5.4% |
| Priceline.com | COM | 741503403 | $11.3K | 9,705 | 5.0% |
| Starbucks(SBUX) | COM | 855244109 | $10.4K | 132,767 | 4.6% |
| Fastenal(FAST) | COM | 311900104 | $6.4K | 134,460 | 2.8% |
| Sensata Technologies(ST) | COM | N7902X106 | $6.2K | 159,170 | 2.7% |
| Discovery Communications(DISCAUSD) | COM | 25470F104 | $6.1K | 67,039 | 2.7% |
| Canadian Pacific Railway | COM | 13645T100 | $5.8K | 38,633 | 2.6% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $640 | 5,750 | 0.3% |
| Berkshire Hathaway Inc CL A(BRK/A) | COM | 084670108 | $534 | 3 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $522 | 5,700 | 0.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $296 | 2,500 | 0.1% |
| General Electric | COM | 369604103 | $212 | 7,571 | 0.1% |
| Pfizer(PFE) | COM | 717081103 | $211 | 6,886 | 0.1% |