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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACCENTURE PLC IRELANDSHS CLASS AG1151C1019,14033,087SH SOLE 33,08700
ALLEGION PLCORD SHSG0176J1098,88570,732SH SOLE 70,73200
ALPHABET INCCAP STK CL C02079K10744,77121,643SH SOLE 21,64300
AMERICAN TOWER CORP NEWCOM03027X1009,68440,509SH SOLE 40,50900
ANALOG DEVICES INCCOM03265410514,32792,384SH SOLE 92,38400
ANTHEM INCCOM03675210320,96358,400SH SOLE 58,40000
AON PLCSHS CL AG0403H10822,40597,367SH SOLE 97,36700
BOSTON SCIENTIFIC CORPCOM10113710712,748329,822SH SOLE 329,82200
CANADIAN PAC RY LTDCOM13645T10016,78434,967SH SOLE 34,96700
CHARTER COMMUNICATIONS INC NCL A16119P10817,36028,136SH SOLE 28,13600
CITIGROUP INCCOM NEW17296742424,025330,237SH SOLE 330,23700
FACEBOOK INCCL A30303M10226,91791,389SH SOLE 91,38900
FISERV INCCOM33773810820,301170,543SH SOLE 170,54300
INTERCONTINENTAL EXCHANGE INCOM45866F10422,568202,075SH SOLE 202,07500
IQVIA HLDGS INCCOM46266C10513,10967,871SH SOLE 67,87100
JOHNSON & JOHNSONCOM47816010424,629149,859SH SOLE 149,85900
MARSH & MCLENNAN COS INCCOM57174810216,763137,630SH SOLE 137,63000
MASTERCARD INCORPORATEDCL A57636Q10415,16742,599SH SOLE 42,59900
MEDTRONIC PLCSHSG5960L10322,204187,965SH SOLE 187,96500
MICROSOFT CORPCOM59491810445,984195,036SH SOLE 195,03600
MOODYS CORPCOM6153691059,60932,180SH SOLE 32,18000
PERKINELMER INCCOM7140461096,05347,179SH SOLE 47,17900
PIONEER NAT RES COCOM72378710719,015119,727SH SOLE 119,72700
RYANAIR HOLDINGS PLCSPONSORED ADS7835132035,47247,579SH SOLE 47,57900
S&P GLOBAL INC COMCOM78409V10416,35346,344SH SOLE 46,34400
SALESFORCE COM INCCOM79466L3026,52730,805SH SOLE 30,80500
SCHWAB CHARLES CORPCOM80851310514,806227,160SH SOLE 227,16000
SHERWIN WILLIAMS COCOM82434810613,88818,818SH SOLE 18,81800
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910023,195196,100SH SOLE 196,10000
THERMO FISHER SCIENTIFIC INCCOM88355610216,98337,213SH SOLE 37,21300
TJX COS INC NEWCOM8725401098,258124,830SH SOLE 124,83000
UNION PAC CORPCOM90781810813,91463,128SH SOLE 63,12800
UNITEDHEALTH GROUP INCCOM91324P10224,02364,566SH SOLE 64,56600
VISA INC COMCL A92826C83929,297138,368SH SOLE 138,36800
WYNDHAM HOTELS & RESORTS INCCOM98311A1059,975142,950SH SOLE 142,95000
YUM BRANDS INCCOM98849810113,732126,940SH SOLE 126,94000