ALPHABET INCCAP STK CL A02079K3051625313310SHSOLE 130000310ANTHEM INCCOM036752103312113000SHSOLE 1300000AON PLCSHS CL AG0408V10226684137850SHSOLE 118000019850APPLE INCCOM0378331001097549000SHSOLE 4900000AUTOMATIC DATA PROCESSING INCOM053015103193712000SHSOLE 1200000BOOKING HLDGS INCCOM09857L108147207500SHSOLE 750000BROWN FORMAN CORPCL B11563720910233163000SHSOLE 16000003000COLGATE PALMOLIVE COCOM194162103203627700SHSOLE 0027700COMMERCE BANCSHARES INCCOM200525103370261038SHSOLE 0061038COPART INCCOM21720410618155226000SHSOLE 22600000DIAGEO P L CSPON ADR NEW25243Q205784948000SHSOLE 4800000DISNEY WALT COCOM DISNEY2546871061198992000SHSOLE 9200000FACEBOOK INCCL A30303M1021579688700SHSOLE 8700001700FACEBOOK INCCL A30303M10240068225000SHCallSOLE 000FISERV INCCOM33773810815046145250SHSOLE 14200003250HDFC BANK LTDSPONSORED ADS40415F101194034000SHSOLE 0034000INTUITCOM46120210310644000SHSOLE 400000ISHARES TR20 YR TR BD ETF46428743242924300000SHPutSOLE 000LAUDER ESTEE COS INCCL A518439104935147000SHSOLE 4700000MASTERCARD INCCL A57636Q1041906470200SHSOLE 6900001200MICROSOFT CORPCOM5949181041048475410SHSOLE 63000012410MOODYS CORPCOM6153691051523974400SHSOLE 7300001400MSCI INCCOM55354G1001879286300SHSOLE 8500001300NIKE INCCL B65410610321545229400SHSOLE 177000052400O REILLY AUTOMOTIVE INC NEWCOM67103H1071549438880SHSOLE 380000880PAYPAL HLDGS INCCOM70450Y10351795500000SHCallSOLE 000PEPSICO INCCOM713448108900765700SHSOLE 48000017700SCHWAB STRATEGIC TRUS BRD MKT ETF8085241022493500SHSOLE 003500SELECT SECTOR SPDR TRSBI CONS DISCR81369Y40712070100000SHPutSOLE 000THE CHARLES SCHWAB CORPORATICOM80851310513093313000SHSOLE 30800005000UNILEVER PLCSPON ADR NEW90476770415229253400SHSOLE 195000058400UNITEDHEALTH GROUP INCCOM91324P102434620000SHSOLE 2000000UNITEDHEALTH GROUP INCCOM91324P10265196300000SHCallSOLE 000VERISK ANALYTICS INCCOM92345Y1061552998200SHSOLE 9700001200VISA INCCOM CL A92826C839306217800SHSOLE 0017800WELLS FARGO CO NEWPERP PFD CNV A94974680415221000SHSOLE 001000