Tenencias informadas de la
Select Equity Group LP

Legal Name: SELECT EQUITY GROUP, L.P.

Período de informe: Jun 30, 2019
Fecha de vigencia: Aug 14, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado	Opción
MARTIN MARIETTA MATL (573284106)	2,982,801	$686,372,338k
PerkinElmer Inc (714046109)	6,942,945	$668,883,321k
DENTSPLY SIRONA INC (24906P109)	9,834,725	$573,954,551k
HENRY SCHEIN INC (806407102)	7,695,831	$537,938,587k
CDW CORP (12514G108)	4,347,402	$482,561,622k
JACOBS ENGR GROUP (469814107)	5,324,660	$449,348,057k
GODADDY INC (380237107)	6,325,561	$443,738,104k
CINCINNATI FINL CORP (172062101)	4,246,896	$440,275,708k
SERVICEMASTER GBL (81761R109)	8,330,274	$433,923,973k
ALIBABA GROUP HLDG LTD (01609W102)	2,508,212	$425,016,523k
LIVE NATION ENTERTAINMENT IN (538034109)	6,387,422	$423,166,707k
GARTNER INC (366651107)	2,361,390	$380,042,107k
WORLDPAY INC (981558109)	2,938,467	$360,109,131k
HYATT HOTELS CORP (448579102)	4,576,662	$348,421,278k
ANSYS Inc (03662Q105)	1,584,048	$324,444,711k
CERIDIAN HCM HLDG INC (15677J108)	6,369,727	$319,760,295k
FIRST REPUBLIC BANK (33616C100)	3,258,365	$318,179,342k
Brown & Brown, Inc. (115236101)	9,466,914	$317,141,619k
IHS MARKIT LTD (G47567105)	4,768,378	$303,841,046k
PAYCHEX INC (704326107)	3,635,069	$299,129,828k
TORO CO (891092108)	4,441,726	$297,151,469k
TRANSDIGM GROUP INC COM (893641100)	600,984	$290,756,059k
SERVICE CORP INTL (817565104)	5,992,200	$280,315,116k
Trimble Inc (896239100)	5,992,286	$270,312,021k
TELEFLEX INC (879369106)	768,284	$254,417,247k
AMPHENOL CORPORATION (032095101)	2,475,478	$237,497,359k
COSTAR GROUP INC (22160N109)	423,816	$234,819,493k
PTC INC (69370C100)	2,426,288	$217,783,611k
COCA-COLA CO (191216100)	3,530,000	$179,747,600k	Put
PROCTER & GAMBLE CO (742718109)	1,600,000	$175,440,000k	Put
SS&C TECH HLDGS (78467J100)	2,877,899	$165,795,761k
CLARIVATE ANALYTICS PLC (G21810109)	10,037,657	$154,379,165k
HILL ROM HLDGS INC (431475102)	1,421,021	$148,667,217k
CINTAS CORP (172908105)	582,077	$138,121,051k
COVETRUS INC (22304C100)	5,562,020	$136,047,009k
Welbilt Inc. (949090104)	7,866,613	$131,372,437k
EXPEDITORS INTL WASH (302130109)	1,669,541	$126,651,380k
INVESCO LTD (G491BT108)	6,118,300	$125,180,418k	Call
Thermo Fisher Scientific Inc (883556102)	423,551	$124,388,458k
Interactive Brokers Group Inc (45841N107)	2,206,559	$119,595,498k
NATIONAL VISION HOLDINGS INC (63845R107)	3,859,702	$118,608,642k
BLACKSTONE GROUP (09253U108)	2,445,763	$108,640,793k
DANAHER CORP (235851102)	679,689	$97,141,152k
BROOKFIELD ASSET MGT (112585104)	1,899,152	$90,741,483k
HEICO Corp (422806109)	632,795	$84,674,299k
MORGAN STANLEY (617446448)	1,920,000	$84,115,200k	Call
Garmin Ltd (H2906T109)	950,821	$75,875,516k
EVERBRIDGE INC COM (29978A104)	841,981	$75,289,941k
HEICO CORP NEW (422806208)	620,780	$64,170,029k
CORE LABORATORIES (N22717107)	1,171,137	$61,227,042k
Vail Resorts Inc Com (91879q109)	271,273	$60,542,708k
Teledyne Technologies Inc (879360105)	219,608	$60,144,043k
Bright Horizon Family Solution (109194100)	380,358	$57,384,611k
WILLIAMS SONOMA INC (969904101)	812,763	$52,829,595k
WATERS CORP (941848103)	230,341	$49,578,597k
OUTFRONT MEDIA INC (69007J106)	1,864,104	$48,075,242k
FORTIVE CORPORATION (34959J108)	589,309	$48,040,470k
Asgn Inc (00191U102)	720,154	$43,641,332k
ENVESTNET INC (29404K106)	616,574	$42,155,164k
B. Riley Wealth Management, Inc. (037612306)	1,124,929	$38,585,065k
MICROSOFT CORP (594918104)	287,000	$38,446,520k	Call
OMEGA HEALTHCARE INV (681936100)	1,000,000	$36,750,000k	Put
KKR & CO INC (48251W104)	1,450,000	$36,641,500k	Call
SIGNET JEWELERS LTD (G81276100)	2,040,000	$36,475,200k	Call
Ball Corp. (058498106)	506,172	$35,426,978k
LAUREATE EDUCATION INC (518613203)	2,250,722	$35,358,843k
Cantel Medical Corp (138098108)	434,457	$35,034,612k
AGILENT TECHNOLOGIES INC (00846U101)	453,217	$33,841,713k
PATTERSON COMPANIES INC (703395103)	1,291,402	$29,573,106k
BECTON DICKINSON (075887109)	115,317	$29,061,037k
MGIC INVT CORP WIS (552848103)	2,201,088	$28,922,296k
CANADA GOOSE HLDINGS (135086106)	696,213	$26,964,329k
NATIONAL OILWELL VAR (637071101)	1,145,402	$25,462,286k
BROOKFIELD INFR PRTR (G16252101)	584,659	$25,105,257k
OSI SYSTEMS INC (671044105)	208,564	$23,490,563k
Spotify Technology SA (L8681T102)	155,841	$22,787,071k
ACCENTURE PLC IRELAND (G1151C101)	123,016	$22,729,666k
Alphabet Inc (02079K107)	20,108	$21,734,938k
AVANOS MEDICAL INC (05350V106)	493,794	$21,534,356k
MORNINGSTAR INC (617700109)	132,611	$19,180,855k
TRIPADVISOR INC (896945201)	410,617	$19,007,461k
MARKEL CORP (570535104)	16,883	$18,395,717k
VONAGE HLDGS CORP (92886T201)	1,588,577	$17,998,577k
FOMENTO ECON MEXI (344419106)	184,614	$17,861,405k
IDEXX LABS INC (45168D104)	61,238	$16,860,659k
ORACLE CORP (68389X105)	278,500	$15,866,145k	Call
WHITE MTNS INS GROUP LTD (G9618E107)	14,803	$15,120,672k
EVO PAYMENT INC (26927e104)	454,815	$14,340,317k
Facebook Inc (30303M102)	63,656	$12,285,608k
MTS Systems Corp (553777103)	195,628	$11,450,107k
ALLEGHANY CORP DEL (017175100)	16,586	$11,296,890k
BOSTON PRIVATE FINL HOLDING (101119105)	887,050	$10,706,694k
NORDSON CORP (655663102)	70,611	$9,978,040k
VISA INC COM CL A (92826C839)	56,543	$9,813,038k
LIVE OAK BANCSHARES INC (53803X105)	502,262	$8,613,793k
MEREDITH CORP (589433101)	98,107	$5,401,771k
TYLER TECHN INC (902252105)	15,394	$3,325,412k
LINDBLAD EXPEDITIONS HOLDING (535219109)	81,195	$1,457,450k
Taiwan Semiconductor Manufactu (874039100)	25,467	$997,542k
EMERALD EXPOSITION (29103B100)	76,348	$851,280k

Tenencias informadas de la Select Equity Group LP

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