Q4 2019 Holdings
Filed 2020-02-13 | 14 holdings | $161.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $32.3K | 232,262 | 20.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $28.5K | 156,108 | 17.6% |
| Fiserv Inc(FISV) | COM | 337738108 | $28.0K | 241,802 | 17.3% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $19.2K | 70,266 | 11.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.4K | 97,538 | 9.5% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $11.4K | 194,907 | 7.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $5.8K | 10,021 | 3.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.7K | 30,538 | 3.5% |
| Genpact Limited(G) | SHS | G3922B107 | $4.0K | 95,151 | 2.5% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $3.1K | 34,283 | 1.9% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $2.5K | 14,520 | 1.6% |
| WEX Inc(WEX) | COM | 96208T104 | $2.1K | 10,214 | 1.3% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $2.1K | 49,370 | 1.3% |
| Servicemaster Global Hldgs I | COM | 81761R109 | $1.6K | 40,600 | 1.0% |