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 71,939 694,055 SH   SOLE   694,055 0 0
ANSYS INC COM 03662Q105 71,387 322,492 SH   SOLE   322,492 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 75,904 453,891 SH   SOLE   453,891 0 0
COMCAST CORP NEW CL A 20030N101 92,152 2,044,184 SH   SOLE   2,044,184 0 0
CME GROUP INC COM 12572Q105 100,685 476,414 SH   SOLE   476,414 0 0
DANAHER CORP DEL COM 235851102 82,201 569,144 SH   SOLE   569,144 0 0
ECOLAB INC COM 278865100 45,499 229,746 SH   SOLE   229,746 0 0
FACEBOOK INC CL A 30303M102 81,789 459,284 SH   SOLE   459,284 0 0
ALPHABET INC CAP STK CL C 02079K107 90,217 74,009 SH   SOLE   74,009 0 0
MASTERCARD INC CL A 57636Q104 116,237 428,017 SH   SOLE   428,017 0 0
SCHWAB CHARLES CORP NEW COM 808513105 84,375 2,017,093 SH   SOLE   2,017,093 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 93,071 2,002,379 SH   SOLE   2,002,379 0 0
S&P GLOBAL INC COM 78409V104 83,457 340,667 SH   SOLE   340,667 0 0
APPLE INC COM 037833100 95,678 427,189 SH   SOLE   427,189 0 0
ELECTRONIC ARTS INC COM 285512109 58,602 599,079 SH   SOLE   599,079 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 13,116 229,910 SH   SOLE   229,910 0 0
WELBILT INC COM 949090104 36,742 2,179,264 SH   SOLE   2,179,264 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 41,887 295,356 SH   SOLE   295,356 0 0
ZOETIS INC CL A 98978V103 92,965 746,164 SH   SOLE   746,164 0 0
COLGATE PALMOLIVE CO COM 194162103 43,552 592,468 SH   SOLE   592,468 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 40,516 4,142,715 SH   SOLE   4,142,715 0 0
BIO RAD LABS INC CL A 090572207 64,821 194,810 SH   SOLE   194,810 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 64,156 333,537 SH   SOLE   333,537 0 0
BECTON DICKINSON & CO COM 075887109 75,401 298,073 SH   SOLE   298,073 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 85,085 640,895 SH   SOLE   640,895 0 0