BFSG, LLC Q1 2018 Filing

Filed May 8, 2018

Portfolio Value

$225.4M

Holdings

145

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
101
IBKRINTERACTIVE BROKERS GROUP, INC
5,247$353K0.16%
102
FLT1EURFLEETCOR TECHNOLOGIES INC
1,731$351K0.16%
103
IPGPIPG PHOTONICS CORP
1,497$349K0.15%
104
JKHYJACK HENRY & ASSOC INC
2,881$348K0.15%
105
ISRGINTUITIVE SURGICAL INC
841$347K0.15%
106
PYPLPAYPAL HOLDINGS
4,569$347K0.15%
107
HRSEURHARRIS CORPORATION
2,146$346K0.15%
108
INTUINTUIT INC
1,998$346K0.15%
109
TSSTOTAL SYSTEM SERVICES INC
3,977$343K0.15%
110
CMECME GROUP INC
2,112$342K0.15%
111
EWEDWARDS LIFESCIENCES
2,433$339K0.15%
112
AABAUSDALTABA INC
4,519$335K0.15%
113
1GSNNOVANTA INC
6,365$332K0.15%
114
T77LENDING TREE INC
1,010$331K0.15%
115
GPNGLOBAL PAYMENTS INC.
2,947$329K0.15%
116
XLVSECTOR SPDR HEALTH CARE
4,030$328K0.15%
117
LPLALPL FINANCIAL HOLDINGS INC.
5,288$323K0.14%
118
SUMITOMO CORP
19,550$323K0.14%
119
XL CAPITAL LTD CL A
5,705$315K0.14%
120
TRUTRANSUNION
5,491$312K0.14%
121
CLCOLGATE PALMOLIVE CO.
4,116$295K0.13%
122
XLFSECTOR SPDR FINANCIAL ETF
10,340$285K0.13%
123
AEGAEGON
38,871$263K0.12%
124
SCHHSCHWAB US REIT ETF
6,733$258K0.11%
125
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE IND
5,300$245K0.11%
126
XLISECTOR SPDR INDUSTRIALS
3,252$242K0.11%
127
OIEUROWENS ILLINOIS
10,875$236K0.10%
128
LEUCADIA NATIONAL
10,339$235K0.10%
129
XLYSECTOR SPDR CONSUMER DISCRETIONARY
2,192$222K0.10%
130
DISCKUSDDISCOVERY COMMUNICATIONS INC
11,089$216K0.10%
131
IJKISHARES S&P MID 400/BARRA GROWTH
990$216K0.10%
132
IWMISHARES RUSSELL 2000 INDEX
1,406$213K0.09%
133
COLONY NORTHSTAR INC CL A
37,764$212K0.09%
134
CNACNA FINANCIAL
4,250$210K0.09%
135
ALLERGAN INC
1,225$206K0.09%
136
VLOVALERO ENERGY
2,172$201K0.09%
137
KIMKIMCO REALTY CORP
13,170$190K0.08%
138
SHINSEI BANK LTD ORD F
10,460$161K0.07%
139
CKHUYCK HUTCHISON HOLDINGS
11,945$143K0.06%
140
CNSLEURCONSOLIDATED COMMUNICATIONS
12,282$135K0.06%
141
WASHINGTON PRIME GROUP INC
19,710$131K0.06%
142
PLATFORM SPECIALTY PRODUCTS
10,275$99K0.04%
143
FSC1EUROAKTREE SPECIALTY LENDING CORP
14,710$62K0.03%
144
FIRST PACIFIC CO LTD
103,200$56K0.02%
145
GOLDEN QUEEN MINING CO.
153,895$22K0.01%
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