ADOBE SYSTEMS INCORPORATEDCOM00724F1012625652500SHSOLE 4400008500ALPHABET INCCAP STK CL A02079K3052313513200SHSOLE 1050002700AMAZON COM INCCOM02313510639081200SHSOLE 120000AON PLCSHS CL AG0403H10837184176000SHSOLE 133000043000APPLE INCCOM03783310015127114000SHSOLE 11400000ASML HOLDING N VN Y REGISTRY SHSN0705921029266000SHSOLE 006000AUTODESK INCCOM052769106427514000SHSOLE 1400000BROWN FORMAN CORPCL B1156372098181103000SHSOLE 70000033000COPART INCCOM21720410633479263100SHSOLE 223100040000FACEBOOK INCCL A30303M10234691127000SHSOLE 108000019000FACEBOOK INCCL A30303M1022048775000SHCallSOLE 7500000FAIR ISAAC CORPCOM303250104919918000SHSOLE 1800000FISERV INCCOM33773810832393284500SHSOLE 232000052500FISERV INCCOM33773810822772200000SHCallSOLE 20000000HDFC BANK LTDSPONSORED ADS40415F10122762315000SHSOLE 1760000139000INTUITCOM4612021031865149100SHSOLE 4610003000ISHARES TRCORE US AGGBD ET464287226180415260SHSOLE 0015260ISHARES TRIBOXX INV CP ETF464287242210915270SHSOLE 0015270ISHARES TRNATIONAL MUN ETF4642884145865000SHSOLE 005000ISHARES TRPFD AND INCM SEC46428868757815000SHSOLE 0015000LAUDER ESTEE COS INCCL A5184391042233383900SHSOLE 66300017600MASTERCARD INCORPORATEDCL A57636Q1043283892000SHSOLE 79000013000MICROSOFT CORPCOM59491810443772196800SHSOLE 147800049000MOODYS CORPCOM61536910540779140500SHSOLE 112000028500MSCI INCCOM55354G1003925087900SHSOLE 7890009000NIKE INCCL B65410610336779259976SHSOLE 194400065576OREILLY AUTOMOTIVE INCCOM67103H1071968743500SHSOLE 3400009500PAYPAL HLDGS INCCOM70450Y103866537000SHSOLE 3700000S&P GLOBAL INCCOM78409V104591718000SHSOLE 1800000S&P GLOBAL INCCOM78409V104986230000SHCallSOLE 3000000SCHWAB STRATEGIC TRUS BRD MKT ETF8085241024555000SHSOLE 005000SERVICENOW INCCOM81762P10222024000SHSOLE 400000SPDR S&P 500 ETF TRTR UNIT78462F10312713400SHPutSOLE 003400UNILEVER PLCSPON ADR NEW904767704231838400SHSOLE 0038400UNITEDHEALTH GROUP INCCOM91324P1022104160000SHSOLE 49000011000VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409317238100SHSOLE 0038100VERISK ANALYTICS INCCOM92345Y10628232136000SHSOLE 120000016000VISA INCCOM CL A92826C83927319124900SHSOLE 77000047900