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
AUTOMATIC DATA PROCESSING COM 053015103 38,145,996 123,690 SH SOLE 123,690 0 0
CORE & MAIN INC CL-A 21874C102 57,958,570 960,374 SH SOLE 960,374 0 0
EXPEDITORS INTL WASH INC COM 302130109 37,397,795 327,333 SH SOLE 327,333 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203 47,528,106 178,449 SH SOLE 178,449 0 0
MARTIN MARIETTA MATERIALS COM 573284106 47,268,200 86,105 SH SOLE 86,105 0 0
ROPER TECHNOLOGIES INC COM 776696106 45,997,365 81,147 SH SOLE 81,147 0 0
S&P GLOBAL INC COM 78409V104 37,387,497 70,905 SH SOLE 70,905 0 0
TEXAS INSTRUMENTS INC COM 882508104 42,048,032 202,524 SH SOLE 202,524 0 0
YUM! BRANDS INC COM 988498101 45,708,788 308,468 SH SOLE 308,468 0 0