Q1 2018 Holdings
Filed 2018-05-08 | 12 holdings | $52.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $51.3M | 79,088 | 98.6% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $155.6K | 2,458,826 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $118.0K | 673,880 | 0.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $115.1K | 1,988,152 | 0.2% |
| Nike Inc(NKE) | CL B | 654106103 | $69.0K | 1,038,797 | 0.1% |
| Moody's Corp(MCO) | COM | 615369105 | $57.7K | 357,673 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $52.1K | 272,877 | 0.1% |
| Alphabet C(GOOG) | CL C | 02079K107 | $52.0K | 50,380 | 0.1% |
| Estee Lauder Companies(EL) | COM | 518439104 | $37.5K | 250,450 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $37.2K | 398,824 | 0.1% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $33.5K | 280,360 | 0.1% |
| Walt Disney Co(DIS) | COM DISNEY | 254687106 | $1.7K | 16,495 | 0.0% |