The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGION PUB LTD CO ORD SHS G0176J109 47,259 738,428 SH   SOLE   738,428 0 0
ALPHABET INC CAP STK CL C 02079K107 16,741 21,690 SH   SOLE   21,690 0 0
ANSYS INC COM 03662Q105 28,939 312,889 SH   SOLE   312,889 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 34,161 609,688 SH   SOLE   609,688 0 0
COLGATE PALMOLIVE CO COM 194162103 38,166 583,223 SH   SOLE   583,223 0 0
CORE LABORATORIES N V COM N22717107 31,204 259,943 SH   SOLE   259,943 0 0
FAIR ISAAC CORP COM 303250104 42,525 356,692 SH   SOLE   356,692 0 0
FERRARI N V COM N3167Y103 241,983 4,151,324 SH   SOLE   4,151,324 0 0
LAUDER ESTEE COS INC CL A 518439104 32,740 428,033 SH   SOLE   428,033 0 0
MARRIOTT INTL INC NEW CL A 571903202 40,029 484,139 SH   SOLE   484,139 0 0
MONSANTO CO NEW COM 61166W101 22,107 210,124 SH   SOLE   210,124 0 0
MOODYS CORP COM 615369105 27,801 294,909 SH   SOLE   294,909 0 0
NIKE INC CL B 654106103 28,783 566,255 SH   SOLE   566,255 0 0
PRAXAIR INC COM 74005P104 34,382 293,384 SH   SOLE   293,384 0 0
US BANCORP DEL COM NEW 902973304 32,233 627,471 SH   SOLE   627,471 0 0
VISA INC COM CL A 92826C839 53,396 684,386 SH   SOLE   684,386 0 0
WELLS FARGO & CO NEW COM 949746101 26,589 482,479 SH   SOLE   482,479 0 0