BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q1 2017 Filing

Filed April 28, 2017

Portfolio Value

$520.2M

Holdings

12

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (12 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	MAMASTERCARD INC - A	977,980	$110.0M	21.14%
2	EXPDEXPEDITORS INTL WASH INC	1,069,110	$60.4M	11.61%
3	VVISA INC	621,310	$55.2M	10.61%
4	NKENIKE INC	870,370	$48.5M	9.32%
5	DISWALT DISNEY CO/THE	415,695	$47.1M	9.06%
6	MCOMOODYS CORP	351,723	$39.4M	7.57%
7	SBUXSTARBUCKS CORP	653,502	$38.2M	7.33%
8	ELESTEE LAUDER COMPANIES-CL A	438,100	$37.1M	7.14%
9	SPGISP GLOBAL INC	182,527	$23.9M	4.59%
10	AXPAMERICAN EXPRESS CO	296,096	$23.4M	4.50%
11	AZOAUTOZONE INC	32,165	$23.3M	4.47%
12	GOOGALPHABET C	16,550	$13.7M	2.64%