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 PLC ORD SHS G0176J109 108,000 817,068 SH   SOLE   817,068 0 0
AON PLC SHS CL A G0403H108 192,678 674,241 SH   SOLE   674,241 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 79,676 249,050 SH   SOLE   249,050 0 0
MEDTRONIC PLC SHS G5960L103 169,118 1,349,166 SH   SOLE   1,349,166 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 833 104,961 SH   SOLE   104,961 0 0
ALPHABET INC CAP STK CL C 02079K107 409,053 153,473 SH   SOLE   153,473 0 0
AMERICAN TOWER CORP NEW COM 03027X100 111,072 418,491 SH   SOLE   418,491 0 0
ANALOG DEVICES INC COM 326541050 116,333 694,606 SH   SOLE   694,606 0 0
ANTHEM INC COM 367521030 172,906 463,803 SH   SOLE   463,803 0 0
AUTODESK INC COM 527691060 91,617 321,271 SH   SOLE   321,271 0 0
CANADIAN PAC RY LTD COM 13645T100 147,734 1,786,172 SH   SOLE   1,786,172 0 0
CARMAX INC COM 143130102 143,948 1,124,944 SH   SOLE   1,124,944 0 0
FACEBOOK INC CL A 30303M102 239,522 705,743 SH   SOLE   705,743 0 0
FISERV INC COM 337738108 115,419 1,063,773 SH   SOLE   1,063,773 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 174,386 1,518,780 SH   SOLE   1,518,780 0 0
IQVIA HLDGS INC COM 46266C105 100,498 419,544 SH   SOLE   419,544 0 0
JOHNSON & JOHNSON COM 478160104 180,859 1,119,873 SH   SOLE   1,119,873 0 0
MARSH & MCLENNAN COS INC COM 571748102 156,245 1,031,795 SH   SOLE   1,031,795 0 0
MASTERCARD INCORPORATED CL A 57636Q104 110,529 317,905 SH   SOLE   317,905 0 0
MICROSOFT CORP COM 594918104 402,186 1,426,596 SH   SOLE   1,426,596 0 0
MOODYS CORP COM 615369105 85,545 240,896 SH   SOLE   240,896 0 0
MORGAN STANLEY COM NEW 617446448 131,632 1,352,706 SH   SOLE   1,352,706 0 0
PERKINELMER INC COM 714046109 61,368 354,136 SH   SOLE   354,136 0 0
PIONEER NAT RES CO COM 723787107 179,176 1,076,069 SH   SOLE   1,076,069 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 42,765 388,562 SH   SOLE   388,562 0 0
S&P GLOBAL INC COM 78409V104 128,266 301,881 SH   SOLE   301,881 0 0
SALESFORCE COM INC COM 79466L302 70,465 259,807 SH   SOLE   259,807 0 0
SCHWAB CHARLES CORP COM 808513105 170,439 2,339,909 SH   SOLE   2,339,909 0 0
SHERWIN WILLIAMS CO COM 824348106 83,138 297,209 SH   SOLE   297,209 0 0
TJX COS INC NEW COM 872540109 114,443 1,734,515 SH   SOLE   1,734,515 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 199,231 1,784,421 SH   SOLE   1,784,421 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 176,663 309,214 SH   SOLE   309,214 0 0
TOPBUILD CORP COM 89055F103 34,365 167,789 SH   SOLE   167,789 0 0
UNION PAC CORP COM 907818108 77,543 395,607 SH   SOLE   395,607 0 0
UNITEDHEALTH GROUP INC COM 91324P102 220,826 565,149 SH   SOLE   565,149 0 0
VISA INC COM CL A 92826C839 231,925 1,041,188 SH   SOLE   1,041,188 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 82,693 1,071,290 SH   SOLE   1,071,290 0 0
YUM BRANDS INC COM 988498101 130,467 1,066,688 SH   SOLE   1,066,688 0 0