| 1 |
Valeant Pharmaceuticals Intl Inc |
34,089,378 |
6,770,832 |
32.06% |
|
|
| 2 |
TJX COS INC NEW |
26,380,983 |
1,847,988 |
8.75% |
|
|
| 3 |
FASTENAL CO |
23,962,800 |
992,899 |
4.70% |
|
|
| 4 |
MASTERCARD INCORPORATE |
5,395,235 |
466,094 |
2.21% |
|
|
| 5 |
BERKSHIRE HATHAWAY INC DEL |
4,752,589 |
685,894 |
3.25% |
|
|
| 6 |
MRC Global Inc |
4,097,935 |
48,561 |
0.23% |
|
|
| 7 |
IDEXX LAB |
4,078,152 |
629,993 |
2.98% |
|
|
| 8 |
SOUTHWESTERN ENERGY CO |
4,014,450 |
93,095 |
0.44% |
|
|
| 9 |
Range Resources |
4,005,407 |
208,441 |
0.99% |
|
|
| 10 |
JACOBS ENGR GROUP INC |
3,986,209 |
180,017 |
0.85% |
|
|
| 11 |
YANDEX N V |
3,942,693 |
59,791 |
0.28% |
|
|
| 12 |
PRIMERICA INC |
3,619,968 |
184,256 |
0.87% |
|
|
| 13 |
O'Reilly Automotive Inc |
3,590,544 |
776,419 |
3.68% |
|
|
| 14 |
PRECISION CASTPARTS |
3,527,635 |
740,803 |
3.51% |
|
|
| 15 |
VISA INC |
3,432,160 |
224,498 |
1.06% |
|
|
| 16 |
TRIMBLE INC |
3,431,299 |
86,469 |
0.41% |
|
|
| 17 |
CABELAS INC |
3,421,943 |
191,560 |
0.91% |
|
|
| 18 |
GROUPON INC |
3,001,417 |
21,640 |
0.10% |
|
|
| 19 |
OMNICOM GROUP INC |
2,835,429 |
221,107 |
1.05% |
|
|
| 20 |
Sirona Dental Systems Inc |
2,827,202 |
254,420 |
1.20% |
|
|
| 21 |
MOHAWK INDS |
2,793,558 |
518,903 |
2.46% |
|
|
| 22 |
BROWN & BROWN INC |
2,627,964 |
87,012 |
0.41% |
|
|
| 23 |
WAL-MART STORES INC |
2,205,630 |
181,413 |
0.86% |
|
|
| 24 |
TIFFANY & CO NEW |
2,138,248 |
188,187 |
0.89% |
|
|
| 25 |
WATERS CORP |
2,049,264 |
254,765 |
1.21% |
|
|
| 26 |
FANG HOLDINGS LTD |
2,008,500 |
12,051 |
0.06% |
|
|
| 27 |
HEXCEL CORP NEW COM |
2,002,840 |
102,986 |
0.49% |
|
|
| 28 |
PRAXAIR INC |
1,890,753 |
228,290 |
1.08% |
|
|
| 29 |
Interactive Brokers Group Inc |
1,736,264 |
59,068 |
0.28% |
|
|
| 30 |
Discovery Communications Inc. |
1,700,044 |
52,293 |
0.25% |
|
|
| 31 |
PERRIGO CO PLC |
1,698,713 |
281,222 |
1.33% |
|
|
| 32 |
Emcor Group Inc |
1,667,961 |
77,510 |
0.37% |
|
|
| 33 |
Qihoo 360 Technology Co Ltd |
1,500,000 |
76,800 |
0.36% |
|
|
| 34 |
58.Com Inc |
1,445,845 |
76,456 |
0.36% |
|
|
| 35 |
DANAHER CORP DEL |
1,444,302 |
122,621 |
0.58% |
|
|
| 36 |
INTERNATIONAL BUSINESS MACHS |
1,401,148 |
224,884 |
1.06% |
|
|
| 37 |
AMERICAN EXPRESS CO |
1,397,551 |
109,177 |
0.52% |
|
|
| 38 |
Goldman Sachs Group Inc |
1,261,846 |
237,189 |
1.12% |
|
|
| 39 |
IAC Interactivecorp |
1,200,115 |
80,972 |
0.38% |
|
|
| 40 |
WEST PHARMACEUTICAL SVSC INC |
1,022,153 |
61,544 |
0.29% |
|
|
| 41 |
THIRD PT REINS LTD |
1,012,200 |
14,323 |
0.07% |
|
|
| 42 |
Innerworkings Inc |
1,000,000 |
6,720 |
0.03% |
|
|
| 43 |
COCA COLA CO |
875,640 |
35,507 |
0.17% |
|
|
| 44 |
CANADIAN NAT RES LTD |
765,389 |
23,505 |
0.11% |
|
|
| 45 |
COSTCO WHSL CORP NEW |
740,950 |
112,250 |
0.53% |
|
|
| 46 |
CRESUD S A C I F Y A |
612,147 |
8,423 |
0.04% |
|
|
| 47 |
ALPHABET INC C NON VOTING SHAR |
603,420 |
330,674 |
1.57% |
|
|
| 48 |
RESOURCE AMERICA INC |
603,180 |
5,489 |
0.03% |
|
|
| 49 |
Alphabet Inc. Class C |
581,618 |
322,624 |
1.53% |
|
|
| 50 |
BANK AMER CORP |
540,953 |
8,325 |
0.04% |
|
|
