Q1 2017 Holdings
Filed 2017-05-15 | 19 holdings | $127.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $15.2K | 116,445 | 12.0% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $14.7K | 274,630 | 11.5% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $13.0K | 163,752 | 10.3% |
| Gartner Inc(IT) | COM | 366651107 | $11.3K | 104,476 | 8.9% |
| Transunion(TRU) | COM | 89400J107 | $10.9K | 283,399 | 8.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.7K | 119,987 | 8.4% |
| Interpublic Group COS Inc(IPG) | COM | 460690100 | $10.2K | 416,483 | 8.0% |
| Computer Sciences Corp | COM | 205363104 | $7.0K | 101,190 | 5.5% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $6.6K | 150,298 | 5.2% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $5.3K | 89,071 | 4.2% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $5.2K | 50,297 | 4.0% |
| Aramark(ARMK) | COM | 03852U106 | $4.9K | 132,718 | 3.8% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.6K | 41,039 | 3.6% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $2.9K | 75,069 | 2.3% |
| ABM Inds Inc(ABM) | COM | 000957100 | $1.2K | 27,535 | 0.9% |
| Msci Inc(MSCI) | COM | 55354G100 | $1.1K | 11,110 | 0.8% |
| CME Group Inc(CME) | COM | 12572Q105 | $1.1K | 8,983 | 0.8% |
| Cintas Corp(CTAS) | COM | 172908105 | $778 | 6,150 | 0.6% |
| Black Knight Finl Svcs Inc | CL A | 09214X100 | $590 | 15,395 | 0.5% |