BARTON INVESTMENT MANAGEMENT Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 226-4040

Report Date: 03/31/2015

Position Statistics

Total Positions 47
New Positions 1
Increased Positions 8
Decreased Positions 20
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 324

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.49%
Energy 1.55%
Financial 2.78%
Healthcare 2.18%
Services 53.13%
Technology 32.54%
Transportation
Utilities 0.29%

47 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 98,190 -5,554 (5.35) 922,579
ATHENAHEALTH INC COM 29,045 -523 (1.77) 212,506
AMAZON COM INC COM 27,271 142 .52 51,319
AMERICAN TOWER CORP NEW COM 24,216 -1,006 (3.99) 250,994
QUALCOMM INC COM 24,133 -632 (2.55) 389,361
ELECTRONIC ARTS INC COM 22,391 -188 (0.83) 314,385
FIREEYE INC COM 13,789 2,149 18.46 297,495
AIR LEASE CORP CL A 13,051 350 2.75 394,890
EQUINIX INC COM PAR $0.001 11,528 1,224 11.88 41,673
PAYPAL HLDGS INC COM 9,035 -21 (0.23) 248,280
INTERXION HOLDING N.V SHS 7,505 -625 (7.69) 276,515
EBAY INC COM 6,952 -16 (0.23) 248,280
RACKSPACE HOSTING INC COM 6,783 523 8.35 196,275
PRICE T ROWE GROUP INC COM 4,346 -176 (3.9) 56,708
EXXON MOBIL CORP COM 3,868 -194 (4.77) 48,798
JOHNSON & JOHNSON COM 2,538 -148 (5.5) 25,821
AMERICAN EXPRESS CO COM 2,512 -10 (0.39) 33,526
ICU MED INC COM 1,438 -98 (6.38) 14,675
MICROSOFT CORP COM 1,266 New 27,911
ABBVIE INC COM 1,096 New 15,808