Q3 2018 Holdings
Filed 2018-11-07 | 9 holdings | $650.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $107.1K | 769,824 | 16.5% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $99.9K | 409,235 | 15.4% |
| Facebook Inc(META) | CL A | 30303M102 | $91.5K | 556,573 | 14.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $77.2K | 64,671 | 11.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $70.6K | 915,738 | 10.9% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $62.4K | 264,203 | 9.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $61.3K | 275,566 | 9.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $60.1K | 400,302 | 9.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $19.9K | 16,457 | 3.1% |