Holdings
| MCD MCDONALD'S CORP | $284.1M | 10.1% | 6,116,468 | +627,492 | +11.4% | Added |
| DR PEPPER SNAPPLE GROUP INC | $251.9M | 9.0% | 3,514,615 | +139,543 | +4.1% | Added |
| SYK STRYKER CORP | $244.4M | 8.7% | 2,590,890 | +51,774 | +2.0% | Added |
| BDX BECTON DICKINSON AND CO | $238.7M | 8.5% | 1,714,997 | +189,091 | +12.4% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $202.7M | 7.2% | 2,488,707 | +545,784 | +28.1% | Added |
| DPZ DOMINO'S PIZZA INC | $201.0M | 7.2% | 2,134,570 | — | — | Held |
| PEP PEPSICO INC | $186.1M | 6.6% | 1,967,897 | +81,341 | +4.3% | Added |
| EBAY EBAY INC | $172.5M | 6.2% | 3,073,912 | +1,135,563 | +58.6% | Added |
| JNJ JOHNSON & JOHNSON | $170.4M | 6.1% | 1,629,983 | +195,665 | +13.6% | Added |
| V VISA INC-CLASS A SHARES | $156.7M | 5.6% | 597,748 | — | — | Held |
| BARD C R INC | $155.9M | 5.6% | 936,922 | +136,399 | +17.0% | Added |
| MMM 3M CO | $142.4M | 5.1% | 866,465 | +19,810 | +2.3% | Added |
| PG PROCTER & GAMBLE CO | $139.5M | 5.0% | 1,541,919 | +108,240 | +7.5% | Added |
| ADP AUTOMATIC DATA PROCESSING | $137.5M | 4.9% | 1,649,776 | +57,510 | +3.6% | Added |
| CL COLGATE-PALMOLIVE CO | $66.9M | 2.4% | 972,598 | — | — | Held |
| CHH CHOICE HOTELS INTL INC | $53.9M | 1.9% | 961,757 | −262,980 | −21.5% | Reduced |
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.