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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTOMATIC DATA PROCESSING COM 053015103   40,318,682 137,372 SH   SOLE   137,372 0 0
CORE & MAIN INC CL-A 21874C102   67,258,163 1,249,455 SH   SOLE   1,249,455 0 0
EXPEDITORS INTL WASH INC COM 302130109   42,714,401 348,433 SH   SOLE   348,433 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   51,491,576 198,472 SH   SOLE   198,472 0 0
MARTIN MARIETTA MATERIALS COM 573284106   60,266,743 95,619 SH   SOLE   95,619 0 0
ROPER TECHNOLOGIES INC COM 776696106   44,926,483 90,089 SH   SOLE   90,089 0 0
S&P GLOBAL INC COM 78409V104   38,302,617 78,697 SH   SOLE   78,697 0 0
TEXAS INSTRUMENTS INC COM 882508104   41,269,249 224,619 SH   SOLE   224,619 0 0
YUM! BRANDS INC COM 988498101   44,381,112 291,981 SH   SOLE   291,981 0 0