Q2 2016 Holdings
Filed 2016-07-12 | 10 holdings | $124.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific Inc.(TMO) | COM | 883556102 | $18.5K | 124,924 | 14.8% |
| HCA Holdings Inc.(HCA) | COM | 40412C101 | $18.3K | 237,901 | 14.7% |
| Alliance Data Systems Corporation(BFH) | COM | 018581108 | $17.1K | 87,222 | 13.7% |
| WabTech(WAB) | COM | 929740108 | $15.4K | 219,165 | 12.3% |
| Quintiles Transnational Holdings Inc. | COM | 74876Y101 | $9.7K | 148,212 | 7.8% |
| Alphabet Inc. (A Shares)(GOOGL) | CAP STK CL A | 02079K305 | $9.6K | 13,690 | 7.7% |
| Visa Inc.(V) | COM CL A | 92826C839 | $9.5K | 128,638 | 7.7% |
| Parexel International Corporation | COM | 699462107 | $9.4K | 148,906 | 7.5% |
| MasterCard Incorporated(MA) | CL A | 57636Q104 | $9.2K | 104,468 | 7.4% |
| Alphabet Inc. (C Shares)(GOOG) | CAP STK CL C | 02079K107 | $8.0K | 11,509 | 6.4% |