Instuitional Investor - North Point Portfolio Managers Corp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Costco Wholesale Corp W	COST	30,008	$27,494,985	4.78%
2.	Amphenol Corp	APH	386,934	$26,872,560	4.67%
3.	Fiserv Inc	FI	124,785	$25,633,331	4.46%
4.	Visa Inc.	V	74,590	$23,573,316	4.1%
5.	Amazon Com Inc	AMZN	102,943	$22,584,665	3.92%