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
Alibaba Group Holding SPN ADS 8 ORD SHS 01609W102 20,558 173,000 SH   SOLE   173,000 0 0
Becton Dickinson & Co Common 075887109 36,741 146,100 SH   SOLE   146,100 0 0
Charter Communications Inc CL A 16119P108 59,264 90,900 SH   SOLE   90,900 0 0
Ecolab Inc Common 278865100 25,678 109,500 SH   SOLE   109,500 0 0
Fastenal Co Common 311900104 57,658 900,056 SH   SOLE   900,056 0 0
Microsoft Corp Common 594918104 89,690 266,767 SH   SOLE   266,767 0 0
Oracle Corp Common 68389X105 81,401 933,500 SH   SOLE   933,500 0 0
Philip Morris Intl Inc Common 718172109 55,747 586,813 SH   SOLE   586,813 0 0
Texas Instruments Inc Common 882508104 74,257 394,000 SH   SOLE   394,000 0 0
Thermo Fisher Scientific Inc Common 883556102 66,922 100,267 SH   SOLE   100,267 0 0
US Ecology Inc Common 91734M103 1,949 60,991 SH   SOLE   60,991 0 0
Watsco Inc Common 942622200 83,995 268,784 SH   SOLE   268,784 0 0