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
ADOBE SYSTEMS INCORPORATED COM 00724F101 51,022 88,628 SH   SOLE   88,628 0 0
APPLE INC COM 037833100 67,440 476,663 SH   SOLE   476,663 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 65,154 89,559 SH   SOLE   89,559 0 0
COMFORT SYS USA INC COM 199908104 6,275 88,000 SH   SOLE   88,000 0 0
EQUIFAX INC COM 294429105 72,619 286,560 SH   SOLE   286,560 0 0
FIRSTSERVICE CORP NEW COM 33767E202 5,196 28,791 SH   SOLE   28,791 0 0
GENPACT LIMITED SHS G3922B107 49,389 1,039,546 SH   SOLE   1,039,546 0 0
INVESCO QQQ TR PUT 46090E953 1,684 980 SH Put SOLE   980 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 2,234 37,203 SH   SOLE   37,203 0 0
MICROSOFT CORP COM 594918104 69,861 247,827 SH   SOLE   247,827 0 0
MOODYS CORP COM 615369105 61,778 173,980 SH   SOLE   173,980 0 0
MSCI INC COM 55354G100 74,077 121,782 SH   SOLE   121,782 0 0
NETFLIX INC COM 64110L106 62,328 102,126 SH   SOLE   102,126 0 0
NEW YORK TIMES CO CL A 650111107 6,937 140,800 SH   SOLE   140,800 0 0
SCHWAB CHARLES CORP COM 808513105 65,410 898,093 SH   SOLE   898,093 0 0
SHERWIN WILLIAMS CO COM 824348106 57,536 205,685 SH   SOLE   205,685 0 0
SPDR SER TR SPDR BLOOMBERG 78468R663 498 5,450 SH   SOLE   5,450 0 0
VISA INC COM CL A 92826C839 58,290 261,699 SH   SOLE   261,699 0 0