Q3 2015 Holdings
Filed 2015-11-04 | 13 holdings | $154.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alliance Data Systems Corp | COM | 18581108 | $17.4K | 67,054 | 11.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $16.7K | 136,458 | 10.8% |
| Wabtec Corp(WAB) | COM | 929740108 | $15.8K | 179,056 | 10.2% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $15.3K | 198,336 | 9.9% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $14.6K | 49,031 | 9.4% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $14.0K | 89,492 | 9.1% |
| Monsanto Co New | COM | 61166W101 | $11.7K | 136,828 | 7.5% |
| Google Inc | CL C | 38259P706 | $9.7K | 15,935 | 6.3% |
| Quintiles Transnatio Hldgs I | COM | 74876Y101 | $8.5K | 122,780 | 5.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.4K | 120,459 | 5.4% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $8.1K | 89,918 | 5.2% |
| Parexel Intl Corp | COM | 699462107 | $7.4K | 119,285 | 4.8% |
| Google Inc | CL A | 38259P508 | $7.2K | 11,246 | 4.6% |