Holdings
| Google | $364.8M | 8.7% | 414,322 | — | — | — |
| NKE NIKE INC -CL B | $340.2M | 8.1% | 5,342,002 | — | — | — |
| V VISA INC-CLASS A SHARES | $317.7M | 7.6% | 1,738,324 | — | — | — |
| TROW T ROWE PRICE GROUP INC | $294.1M | 7.0% | 4,020,795 | — | — | — |
| QCOM QUALCOMM INC | $280.8M | 6.7% | 4,597,182 | — | — | — |
| Allergan | $249.2M | 5.9% | 2,958,238 | — | — | — |
| SBUX STARBUCKS CORP | $247.4M | 5.9% | 3,777,260 | — | — | — |
| Abbott Labs | $230.6M | 5.5% | 6,610,245 | — | — | — |
| ACN ACCENTURE PLC-CL A | $228.4M | 5.4% | 3,174,669 | — | — | — |
| INTU INTUIT INC | $228.0M | 5.4% | 3,736,618 | — | — | — |
| ORCL ORACLE CORP | $198.5M | 4.7% | 6,460,886 | — | — | — |
| GWW WW GRAINGER INC | $181.4M | 4.3% | 719,389 | — | — | — |
| EBAY EBAY INC | $161.6M | 3.8% | 3,124,211 | — | — | — |
| ISRG INTUITIVE SURGICAL INC | $157.7M | 3.8% | 311,340 | — | — | — |
| FDS FACTSET RESEARCH SYSTEMS INC | $155.1M | 3.7% | 1,521,372 | — | — | — |
| AAPL APPLE INC | $142.0M | 3.4% | 358,468 | — | — | — |
| VAREUR VARIAN MEDICAL SYSTEMS INC | $136.0M | 3.2% | 2,016,184 | — | — | — |
| CHRW C.H. ROBINSON WORLDWIDE INC | $105.5M | 2.5% | 1,872,736 | — | — | — |
| IT GARTNER INC | $96.8M | 2.3% | 1,697,884 | — | — | — |
| FAST FASTENAL CO | $82.0M | 2.0% | 1,789,404 | — | — | — |
| IWF ISHARES RUSSELL 1000 GROWTH | $5.1M | 0.1% | 70,367 | — | — | — |
| CLBUSD CORE LABORATORIES N.V. | $501K | 0.0% | 3,306 | — | — | — |
| SAP SAP SE-SPONSORED ADR | $399K | 0.0% | 5,485 | — | — | — |
| REGN REGENERON PHARMACEUTICALS | $394K | 0.0% | 1,751 | — | — | — |
| NVO NOVO-NORDISK A/S-SPONS ADR | $350K | 0.0% | 2,258 | — | — | — |
| MA MASTERCARD INC - A | $329K | 0.0% | 573 | — | — | — |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.