Q4 2014 Holdings
Filed 2015-02-13 | 11 holdings | $154.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Holdings Inc(HCA) | COM | 40412C101 | $23.2K | 315,619 | 15.0% |
| Google Inc | CL A | 38259P508 | $22.4K | 42,242 | 14.5% |
| CDW Corp(CDW) | COM | 12514G108 | $22.0K | 626,797 | 14.3% |
| Avago Technologies LTD | SHS | Y0486S104 | $21.5K | 213,651 | 13.9% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $14.3K | 332,387 | 9.3% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $11.8K | 56,750 | 7.6% |
| Western Digital Corp(WDC) | COM | 958102105 | $11.1K | 100,000 | 7.2% |
| Aramark(ARMK) | COM | 03852U106 | $8.7K | 278,895 | 5.6% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $8.6K | 95,658 | 5.6% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $6.2K | 87,017 | 4.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $4.5K | 100,891 | 2.9% |