Q1 2018 Holdings
Filed 2018-05-11 | 15 holdings | $111.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $14.2K | 118,470 | 12.7% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $14.1K | 124,448 | 12.7% |
| DXC Technology Co(DXC) | COM | 23355L106 | $13.3K | 132,081 | 11.9% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $12.9K | 179,752 | 11.6% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $12.1K | 125,455 | 10.8% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $11.2K | 231,883 | 10.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $10.6K | 55,420 | 9.5% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $8.0K | 147,741 | 7.2% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $7.3K | 223,579 | 6.6% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $2.2K | 19,954 | 2.0% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $2.1K | 38,821 | 1.9% |
| Worldpay Inc(WP) | CL A | 981558109 | $1.6K | 19,821 | 1.5% |
| ABM Inds Inc(ABM) | COM | 000957100 | $753 | 22,500 | 0.7% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $618 | 10,678 | 0.6% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $532 | 7,322 | 0.5% |