Holdings
| SYK STRYKER CORP | $122.0M | 9.8% | 1,881,193 | — | — | — |
| DR PEPPER SNAPPLE GROUP INC | $121.4M | 9.7% | 2,602,389 | — | — | — |
| DPZ DOMINO'S PIZZA INC | $112.5M | 9.0% | 2,198,085 | — | — | — |
| BECTON DICKINSON AND CO | $99.9M | 8.0% | 1,049,564 | — | — | — |
| AUTOMATIC DATA PROCESSING | $91.1M | 7.3% | 1,408,541 | — | — | — |
| MSFT MICROSOFT CORP | $90.3M | 7.2% | 3,182,263 | — | — | — |
| PG PROCTER & GAMBLE CO | $88.1M | 7.1% | 1,143,951 | — | — | — |
| MMM 3M CO | $86.3M | 6.9% | 819,363 | — | — | — |
| JNJ JOHNSON & JOHNSON | $76.6M | 6.1% | 942,464 | — | — | — |
| PM PHILIP MORRIS INTERNATIONAL | $67.1M | 5.4% | 729,197 | — | — | — |
| PEP PEPSICO INC | $66.1M | 5.3% | 844,789 | — | — | — |
| WAT WATERS CORP | $55.3M | 4.4% | 593,152 | — | — | — |
| CL COLGATE-PALMOLIVE CO | $42.8M | 3.4% | 366,410 | — | — | — |
| CHH CHOICE HOTELS INTL INC | $42.6M | 3.4% | 1,021,549 | — | — | — |
| SIGMA ALDRICH | $31.9M | 2.6% | 413,824 | — | — | — |
| MCD MCDONALD'S CORP | $31.5M | 2.5% | 318,494 | — | — | — |
| V VISA INC-CLASS A SHARES | $20.9M | 1.7% | 124,057 | — | — | — |
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.