Companies covered: Tesla Motors, Inc. (NASDAQ:TSLA), Amazon.com, Inc. (NASDAQ:AMZN), Pfizer, Inc. (NYSE:PFE), Alcoa Inc. (NYSE:AA), Atmel Corporation (NASDAQ:ATML), Dialog Semiconductor PLC (ETR:DLG), Mondelez International (NASDAQ:MDLZ), American Tower Corporation (REIT) (NYSE:AMT), Transdigm Group Incorporated (NYSE:TDG), Markel Corporation (NYSE:MKL), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), Honeywell International Inc. (NYSE:HON), B/E Aerospace, Inc. (NASDAQ:BEAV), Unilever PLC (NYSE:UL), Pepsico, Inc. (NASDAQ:PEP), Allergan, Inc. (NYSE:AGN), Johnson & Johnson (NYSE:JNJ), Mettler-Toledo International, Inc. (NYSE:MTD), Sensata Technologies Holding N.V. (NYSE:ST), Ecolab Inc. (NYSE:ECL), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Nike, Inc. (NYSE:NKE), Tiffany & Co. (NYSE:TIF), TJX Companies, Inc. (The) (NYSE:TJX)