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
ALLEGION PUB LTD CO ORD SHS G0176J109 105,117 1,158,828 SH   SOLE   1,158,828 0 0
AON PLC SHS CL A G0408V102 232,370 1,361,279 SH   SOLE   1,361,279 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 57,101 324,398 SH   SOLE   324,398 0 0
ICON PLC SHS G4705A100 33,770 247,256 SH   SOLE   247,256 0 0
MEDTRONIC PLC SHS G5960L103 189,718 2,082,984 SH   SOLE   2,082,984 0 0
APTIV PLC SHS G6095L109 49,919 627,997 SH   SOLE   627,997 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 111,659 612,000 SH   SOLE   612,000 0 0
ALPHABET INC CAP STK CL C 02079K107 242,171 206,400 SH   SOLE   206,400 0 0
ALTERYX INC COM CL A 02156B103 1,060 12,642 SH   SOLE   12,642 0 0
AMERICAN EXPRESS CO COM 025816109 122,147 1,117,543 SH   SOLE   1,117,543 0 0
ANTHEM INC COM 036752103 140,618 489,993 SH   SOLE   489,993 0 0
BOOKING HLDGS INC COM 09857L108 109,366 62,677 SH   SOLE   62,677 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 63,974 616,976 SH   SOLE   616,976 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 49,082 141,483 SH   SOLE   141,483 0 0
CITIGROUP INC COM NEW 172967424 113,153 1,818,591 SH   SOLE   1,818,591 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 51,429 709,856 SH   SOLE   709,856 0 0
COLGATE PALMOLIVE CO COM 194162103 52,183 761,350 SH   SOLE   761,350 0 0
COMCAST CORP NEW CL A 20030N101 149,885 3,748,990 SH   SOLE   3,748,990 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 145,713 1,288,358 SH   SOLE   1,288,358 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 38,412 382,359 SH   SOLE   382,359 0 0
FISERV INC COM 337738108 154,626 1,751,535 SH   SOLE   1,751,535 0 0
JOHNSON & JOHNSON COM 478160104 224,668 1,607,183 SH   SOLE   1,607,183 0 0
MARSH & MCLENNAN COS INC COM 571748102 114,591 1,220,356 SH   SOLE   1,220,356 0 0
MERCK & CO INC COM 58933Y105 116,704 1,403,203 SH   SOLE   1,403,203 0 0
MICROSOFT CORP COM 594918104 251,773 2,134,751 SH   SOLE   2,134,751 0 0
MOODYS CORP COM 615369105 42,860 236,679 SH   SOLE   236,679 0 0
ORACLE CORP COM 68389X105 83,340 1,551,664 SH   SOLE   1,551,664 0 0
PRA HEALTH SCIENCES INC COM 69354M108 40,326 365,634 SH   SOLE   365,634 0 0
S&P GLOBAL INC COM 78409V104 56,042 266,169 SH   SOLE   266,169 0 0
SHERWIN WILLIAMS CO COM 824348106 98,488 228,665 SH   SOLE   228,665 0 0
SMARTSHEET INC COM CL A 83200N103 2,354 57,720 SH   SOLE   57,720 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 74,340 1,814,946 SH   SOLE   1,814,946 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 161,058 588,406 SH   SOLE   588,406 0 0
UNITED TECHNOLOGIES CORP COM 913017109 100,707 781,343 SH   SOLE   781,343 0 0
UNITEDHEALTH GROUP INC COM 91324P102 170,633 690,095 SH   SOLE   690,095 0 0
VISA INC COM CL A 92826C839 175,619 1,124,393 SH   SOLE   1,124,393 0 0
YUM BRANDS INC COM 988498101 63,968 640,893 SH   SOLE   640,893 0 0