Q1 2016 Holdings
Filed 2016-04-28 | 11 holdings | $130.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WabTech(WAB) | COM | 929740108 | $17.9K | 226,004 | 13.7% |
| Alliance Data Systems Corporation(BFH) | COM | 018581108 | $17.3K | 78,422 | 13.2% |
| HCA Holdings Inc.(HCA) | COM | 40412C101 | $16.8K | 214,967 | 12.8% |
| BlackRock, Inc.(BLKCHF) | COM | 09247X101 | $16.1K | 47,288 | 12.3% |
| Thermo Fisher Scientific Inc.(TMO) | COM | 883556102 | $16.0K | 112,911 | 12.2% |
| Alphabet Inc (A Shares)(GOOGL) | CAP STK CL A | 02079K305 | $8.4K | 10,990 | 6.4% |
| MasterCard Incorporated(MA) | CL A | 57636Q104 | $7.9K | 83,897 | 6.1% |
| Visa Inc.(V) | COM CL A | 92826C839 | $7.9K | 103,305 | 6.0% |
| Quintiles Transnational Holdings Inc. | COM | 74876Y101 | $7.8K | 120,372 | 6.0% |
| Parexel International Corporation | COM | 699462107 | $7.7K | 122,373 | 5.9% |
| Alphabet Inc (C Shares)(GOOG) | CAP STK CL C | 02079K107 | $6.9K | 9,262 | 5.3% |