Q1 2014 Holdings
Filed 2014-05-15 | 20 holdings | $225.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa(V) | COM | 92826C839 | $22.1K | 102,404 | 9.8% |
| Google Inc. CL C | COM | 38259P706 | $21.3K | 19,083 | 9.4% |
| Ecolab(ECL) | COM | 278865100 | $17.8K | 164,666 | 7.9% |
| eBAY(EBAY) | COM | 278642103 | $16.0K | 289,456 | 7.1% |
| Dunkin' Brands(DNKN) | COM | 265504100 | $15.7K | 312,272 | 6.9% |
| 21ST Century FOX | COM | 90130A101 | $15.3K | 478,923 | 6.8% |
| AON(AON) | COM | G0408V102 | $14.4K | 171,174 | 6.4% |
| Mastercard(MA) | COM | 57636Q104 | $14.3K | 191,856 | 6.4% |
| Dollar General(DG) | COM | 256677105 | $13.7K | 246,563 | 6.1% |
| The Priceline Group | COM | 741503403 | $12.0K | 10,086 | 5.3% |
| Sally Beauty(SBH) | COM | 79546E104 | $11.2K | 408,575 | 5.0% |
| Fastenal(FAST) | COM | 311900104 | $10.4K | 211,185 | 4.6% |
| Starbucks(SBUX) | COM | 855244109 | $9.8K | 133,402 | 4.3% |
| Sensata Technologies(ST) | COM | N7902X106 | $6.9K | 161,563 | 3.1% |
| Oracle(ORCL) | COM | 68389X105 | $6.0K | 147,759 | 2.7% |
| Fleetcor Technolgies(FLT1EUR) | COM | 339041105 | $6.0K | 51,840 | 2.6% |
| Canadian Pacific Railway | COM | 13645T100 | $5.9K | 39,113 | 2.6% |
| Discovery Communications(DISCAUSD) | COM | 25470F104 | $5.7K | 68,627 | 2.5% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $691 | 5,750 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $530 | 5,396 | 0.2% |