Q2 2018 Holdings
Filed 2018-08-14 | 10 holdings | $257.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fair Isaac Corp(FICO) | COM | 303250104 | $61.7K | 319,078 | 24.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $61.6K | 302,232 | 24.0% |
| Moodys Corp(MCO) | COM | 615369105 | $59.9K | 351,415 | 23.3% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $34.9K | 608,230 | 13.5% |
| Intuit(INTU) | COM | 461202103 | $12.0K | 58,500 | 4.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.9K | 82,000 | 4.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $6.8K | 34,750 | 2.7% |
| Facebook Inc(META) | CL A | 30303M102 | $4.9K | 25,000 | 1.9% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $2.9K | 31,713 | 1.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.7K | 1,000 | 0.7% |