ALPHABET INCCAP STK CL A02079K30530552900SHSOLE 290000AON PLCSHS CL AG0408V1021259694000SHSOLE 8500009000AON PLCSHS CL AG0408V10229373219200SHCallSOLE 000APPLE INCCOM037833100710842000SHSOLE 4200000AUTOZONE INCCOM05333210239135500SHSOLE 550000AUTOZONE INCCOM0533321023556950000SHCallSOLE 000BROWN FORMAN CORPCL B115637209384656000SHSOLE 5600000COLGATE PALMOLIVE COCOM19416210314109187000SHSOLE 150000037000COPART INCCOM2172041067990185000SHSOLE 18500000DIAGEO P L CSPON ADR NEW25243Q205423529000SHSOLE 2900000DISNEY WALT COCOM DISNEY254687106645160000SHSOLE 6000000FISERV INCCOM337738108603246000SHSOLE 4600000LAUDER ESTEE COS INCCL A518439104254520000SHSOLE 2000000MASTERCARD INCORPORATEDCL A57636Q1041074771000SHSOLE 7100000MSCI INCCOM55354G100733958000SHSOLE 5800000NIKE INCCL B65410610315262244000SHSOLE 195000049000O REILLY AUTOMOTIVE INC NEWCOM67103H107481120000SHSOLE 2000000PEPSICO INCCOM713448108443737000SHSOLE 3700000PRICELINE GRP INCCOM NEW74150340369514000SHSOLE 400000PRICELINE GRP INCCOM NEW741503403104266000SHCallSOLE 000SCHWAB CHARLES CORP NEWCOM8085131059452184000SHSOLE 18400000TESLA MTRS INCCOM88160R101467015000SHPutSOLE 000UNILEVER N VN Y SHS NEW904784709298553000SHSOLE 5300000UNILEVER PLCSPON ADR NEW9047677047427134200SHSOLE 90000044200VERISK ANALYTICS INCCOM92345Y10610176106000SHSOLE 10600000WELLS FARGO & CO NEWCOM9497461016492107000SHSOLE 10700000