Q4 2018 Holdings
Filed 2019-02-06 | 9 holdings | $549.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $89.0K | 397,554 | 16.2% |
| Facebook Inc(META) | CL A | 30303M102 | $85.8K | 654,233 | 15.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $85.3K | 685,182 | 15.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $70.2K | 67,780 | 12.8% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $59.7K | 940,328 | 10.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $51.7K | 392,028 | 9.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $50.9K | 269,987 | 9.3% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $39.7K | 264,203 | 7.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.2K | 16,457 | 3.1% |