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
Expires: July 31, 2015
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
ABBVIE INC COM 00287Y109 2,463,480 12,000 SH SOLE 12,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,938,610 9,656 SH SOLE 9,656 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,582,426 7,341 SH SOLE 7,341 0 0
AMAZON COM INC COM 023135106 12,624,316 65,506 SH SOLE 65,506 0 0
BROADCOM INC COM 11135F101 1,529,860 9,046 SH SOLE 9,046 0 0
AMERICAN EXPRESS CO COM 025816109 5,802,862 21,858 SH SOLE 21,858 0 0
KE HLDGS INC SPONSORED ADS 482497104 2,917,479 141,694 SH SOLE 141,694 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,470,899 6,193 SH SOLE 6,193 0 0
CLOROX CO DEL COM 189054109 2,084,929 14,253 SH SOLE 14,253 0 0
CME GROUP INC COM 12572Q105 10,394,139 39,639 SH SOLE 39,639 0 0
CUMMINS INC COM 231021106 2,287,008 7,283 SH SOLE 7,283 0 0
CRH PLC ORD G25508105 7,796,512 88,456 SH SOLE 88,456 0 0
CARLISLE COS INC COM 142339100 3,899,244 11,381 SH SOLE 11,381 0 0
DIGITAL RLTY TR INC COM 253868103 2,551,406 17,955 SH SOLE 17,955 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 914,265 5,696 SH SOLE 5,696 0 0
ALPHABET INC CAP STK CL A 02079K305 6,569,211 42,566 SH SOLE 42,566 0 0
HOME DEPOT INC COM 437076102 5,587,856 15,602 SH SOLE 15,602 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 579,696 8,766 SH SOLE 8,766 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,298,724 9,421 SH SOLE 9,421 0 0
ICICI BANK LIMITED ADR 45104G104 1,100,371 35,066 SH SOLE 35,066 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,917,194 160,550 SH SOLE 160,550 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 999,363 181,044 SH SOLE 181,044 0 0
JPMORGAN CHASE & CO. COM 46625H100 10,606,474 43,675 SH SOLE 43,675 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,458,539 10,097 SH SOLE 10,097 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,810,147 4,846 SH SOLE 4,846 0 0
MERCK & CO INC COM 58933Y105 871,599 9,768 SH SOLE 9,768 0 0
MICROSOFT CORP COM 594918104 16,355,448 43,177 SH SOLE 43,177 0 0
NEXTERA ENERGY INC COM 65339F101 3,481,569 49,419 SH SOLE 49,419 0 0
NETFLIX INC COM 64110L106 9,891,339 10,592 SH SOLE 10,592 0 0
SERVICENOW INC COM 81762P102 5,910,604 7,409 SH SOLE 7,409 0 0
NVIDIA CORPORATION COM 67066G104 8,121,064 74,050 SH SOLE 74,050 0 0
PROCTER AND GAMBLE CO COM 742718109 1,958,390 11,655 SH SOLE 11,655 0 0
SERVICE CORP INTL COM 817565104 1,347,733 16,891 SH SOLE 16,891 0 0
S&P GLOBAL INC COM 78409V104 6,389,917 12,716 SH SOLE 12,716 0 0
TELUS CORPORATION COM 87971M103 676,462 47,344 SH SOLE 47,344 0 0
TJX COS INC NEW COM 872540109 8,337,824 70,534 SH SOLE 70,534 0 0
TRANSUNION COM 89400J107 5,337,532 64,894 SH SOLE 64,894 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,712,011 22,463 SH SOLE 22,463 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,762,704 13,105 SH SOLE 13,105 0 0
UNION PAC CORP COM 907818108 1,256,396 5,412 SH SOLE 5,412 0 0
WASTE CONNECTIONS INC COM 94106B101 6,811,913 35,326 SH SOLE 35,326 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,435,266 22,505 SH SOLE 22,505 0 0
WATSCO INC COM 942622200 1,350,057 2,690 SH SOLE 2,690 0 0