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 18,207 31,089 SH   SOLE   31,089 0 0
AMBEV SA SPONSORED ADR 02319V103 9,378 2,726,296 SH   SOLE   2,726,296 0 0
ANSYS INC COM 03662Q105 4,531 13,056 SH   SOLE   13,056 0 0
BECTON DICKINSON & CO COM 075887109 14,242 58,562 SH   SOLE   58,562 0 0
DANAHER CORPORATION COM 235851102 11,325 42,201 SH   SOLE   42,201 0 0
ECOLAB INC COM 278865100 6,342 30,791 SH   SOLE   30,791 0 0
FISERV INC COM 337738108 23,368 218,621 SH   SOLE   218,621 0 0
GODADDY INC CL A 380237107 7,422 85,344 SH   SOLE   85,344 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 6,247 71,317 SH   SOLE   71,317 0 0
MICROSOFT CORP COM 594918104 28,824 106,402 SH   SOLE   106,402 0 0
NASDAQ INC COM 631103108 12,498 71,094 SH   SOLE   71,094 0 0
PAYPAL HLDGS INC COM 70450Y103 15,582 53,458 SH   SOLE   53,458 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,988 36,244 SH   SOLE   36,244 0 0
STANLEY BLACK & DECKER INC COM 854502101 11,709 57,121 SH   SOLE   57,121 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,006 37,675 SH   SOLE   37,675 0 0
VERISIGN INC COM 92343E102 16,045 70,470 SH   SOLE   70,470 0 0
VISA INC COM CL A 92826C839 9,682 41,408 SH   SOLE   41,408 0 0