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
ADVANCE AUTO PARTS INC COM 00751Y106 74,771 801,238 SH   SOLE   188,881 4,909 607,448
ALEXION PHARMACEUTICALS INC COM 015351109 51,122 569,345 SH   SOLE   135,320 3,447 430,578
ALLERGAN PLC SHS G0177J108 13,672 77,196 SH   SOLE   22,801 0 54,395
ALPHABET INC CAP STK CL A 02079K305 303 261 SH   SOLE   0 0 261
ALPHABET INC CAP STK CL C 02079K107 52,513 45,161 SH   SOLE   9,013 250 35,898
AON PLC SHS CL A G0408V102 714 4,324 SH   SOLE   68 46 4,210
APPLE INC COM 037833100 1,175 4,623 SH   SOLE   0 0 4,623
BAIDU INC SPON ADR REP A 056752108 52,180 517,707 SH   SOLE   121,935 3,090 392,682
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 126,504 691,924 SH   SOLE   162,094 4,229 525,601
BOOKING HLDGS INC COM 09857l108 70,222 52,197 SH   SOLE   11,624 306 40,267
CDK GLOBAL INC COM 12508E101 263 7,991 SH   SOLE   0 0 7,991
CERNER CORP COM 156782104 325 5,168 SH   SOLE   0 0 5,168
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 71,065 1,529,255 SH   SOLE   345,930 10,112 1,173,213
COMCAST CORP NEW CL A 20030N101 114,957 3,343,708 SH   SOLE   779,029 19,879 2,544,800
CVS HEALTH CORP COM 126650100 103,368 1,742,246 SH   SOLE   414,339 10,142 1,317,765
DOLLAR TREE INC COM 256746108 390 5,314 SH   SOLE   0 0 5,314
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 716 123,525 SH   SOLE   123,525 0 0
HERSHEY CO COM 427866108 541 4,088 SH   SOLE   0 0 4,088
ISHARES TR RUS 1000 ETF 464287622 2,533 17,896 SH   SOLE   0 0 17,896
JOHNSON & JOHNSON COM 478160104 106,886 815,114 SH   SOLE   189,077 5,066 620,971
KANSAS CITY SOUTHERN COM NEW 485170302 95,402 750,138 SH   SOLE   168,227 4,485 577,426
LIBERTY BROADBAND CORP COM SER C 530307305 70,015 632,363 SH   SOLE   141,352 3,738 487,273
MCKESSON CORP COM 58155Q103 121,011 894,652 SH   SOLE   204,886 5,603 684,163
MICROSOFT CORP COM 594918104 193,434 1,226,515 SH   SOLE   285,483 6,597 934,435
MOTOROLA SOLUTIONS INC COM NEW 620076307 270 2,026 SH   SOLE   62 29 1,935
NOVARTIS A G SPONSORED ADR 66987V109 109,673 1,330,175 SH   SOLE   300,534 6,820 1,022,821
ORACLE CORP COM 68389X105 110,310 2,282,441 SH   SOLE   513,840 14,325 1,754,276
PROGRESSIVE CORP OHIO COM 743315103 73,825 999,797 SH   SOLE   227,609 5,892 766,296
QUEST DIAGNOSTICS INC COM 74834L100 57,171 711,964 SH   SOLE   171,132 4,130 536,702
SHERWIN WILLIAMS CO COM 824348106 268 582 SH   SOLE   0 0 582
SONY CORP SPONSORED ADR 835699307 638 10,778 SH   SOLE   10,778 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,232 35,337 SH   SOLE   7,558 0 27,779
SPDR S&P 500 ETF TR TR UNIT 78462F103 20,429 79,262 SH   SOLE   0 0 79,262
SPDR SER TR SPDR BLOOMBERG 78468R663 39,527 431,379 SH   SOLE   0 7,476 423,903
STARBUCKS CORP COM 855244109 400 6,093 SH   SOLE   0 0 6,093
UNILEVER N V N Y SHS NEW 904784709 89,843 1,841,421 SH   SOLE   433,558 11,170 1,396,693
VANGUARD INDEX FDS LARGE CAP ETF 922908637 768 6,486 SH   SOLE   0 0 6,486
VERIZON COMMUNICATIONS INC COM 92343V104 97,021 1,805,704 SH   SOLE   413,950 10,593 1,381,161
WALGREENS BOOTS ALLIANCE INC COM 931427108 238 5,195 SH   SOLE   0 0 5,195
WATSCO INC COM 942622200 21,322 134,921 SH   SOLE   40,305 0 94,616
WELLS FARGO CO NEW COM 949746101 48,835 1,701,554 SH   SOLE   383,951 11,494 1,306,109