Q1 2017 Holdings
Filed 2017-05-11 | 68 holdings | $23.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Herman Miller Inc(MLKN) | COM | 600544100 | $7.3K | 229,818 | 0.0% |
| SEI Investments Co(SEIC) | COM | 784117103 | $7.4K | 147,556 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $7.5K | 126,025 | 0.0% |
| Valspar Corp | COM | 920355104 | $8.1K | 73,187 | 0.0% |
| Total SYS Svcs Inc COM(TSS) | COM | 891906109 | $8.5K | 159,196 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $8.6K | 274,202 | 0.0% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $9.2K | 54,935 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $9.7K | 164,739 | 0.0% |
| Expeditors International of WA(EXPD) | COM | 302130109 | $9.9K | 175,960 | 0.0% |
| Whole Foods MKT Inc COM | COM | 966837106 | $11.3K | 378,901 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $11.7K | 549,549 | 0.1% |
| Rogers Corp(ROG) | COM | 775133101 | $14.8K | 172,540 | 0.1% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $19.8K | 346,726 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $27.6K | 328,360 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $388.0K | 11,478 | 1.7% |
| Ciena Corporation(CIEN) | COM NEW | 171779309 | $2.2M | 94,800 | 9.6% |
| Corning Inc(GLW) | COM | 219350105 | $9.8M | 362,155 | 41.8% |
| Costco Wholesale Corp-New(COST) | COM | 22160K105 | $10.7M | 64,099 | 46.0% |