ALIBABA GROUP HOLDING ADR REP 8 ORD ADR REP 8 ORD 01609W102 29896120 278000 SH SOLE 278000 0 0 CHARTER COMMUNICATIONS CL A ORD CL A 16119P108 18821427 169700 SH SOLE 169700 0 0 CINTAS ORD COMMON 172908105 46616950 239000 SH SOLE 239000 0 0 FASTENAL ORD COMMON 311900104 68604597 1385112 SH SOLE 1385112 0 0 FORTIS ORD COMMON 349553107 21696249 410000 SH SOLE 410000 0 0 MICROSOFT ORD COMMON 594918104 88740419 173017 SH SOLE 173017 0 0 MOODYS ORD COMMON 615369105 61899282 136300 SH SOLE 136300 0 0 ORACLE ORD COMMON 68389X105 56040292 408100 SH SOLE 408100 0 0 PAYCHEX ORD COMMON 704326107 13093850 133000 SH SOLE 133000 0 0 PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 125038986 654963 SH SOLE 654963 0 0 POOL ORD COMMON 73278L105 28472588 175887 SH SOLE 175887 0 0 TEXAS INSTRUMENTS ORD COMMON 882508104 111156030 397000 SH SOLE 397000 0 0 CHARLES SCHWAB ORD COMMON 808513105 65576830 671000 SH SOLE 671000 0 0 THERMO FISHER SCIENTIFIC ORD COMMON 883556102 75461725 111767 SH SOLE 111767 0 0 WATSCO ORD COMMON 942622200 79072226 261439 SH SOLE 261439 0 0