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
3M CO COM 88579Y101 6,358 42,704 SH   SOLE   42,704 0 0
BRUNSWICK CORP COM 117043109 1,273 15,733 SH   SOLE   15,733 0 0
CARLISLE COS INC COM 142339100 1,337 5,437 SH   SOLE   5,437 0 0
CARMAX INC COM 143130102 3,041 31,523 SH   SOLE   31,523 0 0
CDK GLOBAL INC COM 12508E101 7,302 150,000 SH   SOLE   150,000 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 5,558 371,539 SH   SOLE   371,539 0 0
DENTSPLY SIRONA INC COM 24906P109 2,567 52,150 SH   SOLE   52,150 0 0
EMERSON ELEC CO COM 291011104 2,513 25,633 SH   SOLE   25,633 0 0
FRANCO NEV CORP COM 351858105 4,585 28,743 SH   SOLE   28,743 0 0
GRAINGER W W INC COM 384802104 3,175 6,156 SH   SOLE   6,156 0 0
HENRY SCHEIN INC COM 806407102 9,047 103,767 SH   SOLE   103,767 0 0
MCDONALDS CORP COM 580135101 2,134 8,629 SH   SOLE   8,629 0 0
MOHAWK INDS INC COM 608190104 3,590 28,905 SH   SOLE   28,905 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 5,143 7,508 SH   SOLE   7,508 0 0
PERRIGO CO PLC SHS G97822103 11,548 300,487 SH   SOLE   300,487 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 2,464 20,040 SH   SOLE   20,040 0 0
SONOCO PRODS CO COM 835495102 4,359 69,673 SH   SOLE   69,673 0 0
SPDR GOLD TR GOLD SHS 78463V107 16,679 92,330 SH   SOLE   92,330 0 0
WALMART INC COM 931142103 3,723 25,000 SH   SOLE   25,000 0 0