Instuitional Investor - Ensemble Capital Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. HD 242,283 $98,173,072 8.32%
2. MA 190,404 $94,021,495 7.97%
3. BKNG 22,190 $93,466,943 7.93%
4. NFLX 117,663 $83,454,836 7.08%
5. BR 380,924 $81,910,088 6.95%