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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,978,595 56,080 SH SOLE 56,080 0 0
ALPHABET INC CAP STK CL A 02079K305 26,549,017 74,290 SH SOLE 74,290 0 0
ALPHABET INC CAP STK CL C 02079K107 430,356 1,218 SH SOLE 1,218 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 27,478,145 13,812 SH SOLE 8,520 0 5,292
BANK NOVA SCOTIA B C COM 064149107 17,823,215 205,242 SH SOLE 126,800 0 78,442
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,343,459 30,663 SH SOLE 30,663 0 0
CAL MAINE FOODS INC COM NEW 128030202 10,670,091 132,449 SH SOLE 132,449 0 0
CAPITAL ONE FINL CORP COM 14040H105 12,623,211 62,921 SH SOLE 62,921 0 0
CUMMINS INC COM 231021106 19,101,190 26,782 SH SOLE 26,782 0 0
DEERE & CO COM 244199105 19,401,617 30,586 SH SOLE 30,586 0 0
EMERSON ELEC CO COM 291011104 14,823,326 103,551 SH SOLE 103,551 0 0
HUNT J B TRANS SVCS INC COM 445658107 24,575,501 84,910 SH SOLE 84,910 0 0
ICON PUB LTD CO SHS G4705A100 23,320,220 134,248 SH SOLE 82,793 0 51,455
INTERNATIONAL BANCSHARES COR COM 459044103 9,680,587 127,460 SH SOLE 127,460 0 0
LAM RESEARCH CORP COM NEW 512807306 30,875,196 71,251 SH SOLE 71,251 0 0
MERCK & CO INC COM 58933Y105 14,959,071 116,413 SH SOLE 116,413 0 0
NOVARTIS AG SPONSORED ADR 66987V109 12,635,863 80,627 SH SOLE 49,695 0 30,932
NOVO-NORDISK A S ADR 670100205 7,845,908 163,661 SH SOLE 100,903 0 62,758
PEPSICO INC COM 713448108 13,134,477 97,005 SH SOLE 97,005 0 0
PHILLIPS 66 COM 718546104 16,539,345 97,837 SH SOLE 97,837 0 0
POOL CORP COM 73278L105 19,029,825 88,552 SH SOLE 88,552 0 0
SHELL PLC SPON ADS 780259305 12,656,932 163,231 SH SOLE 100,764 0 62,467
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 26,219,548 54,902 SH SOLE 33,900 0 21,002
TEXAS INSTRS INC COM 882508104 19,642,515 65,899 SH SOLE 65,899 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,251,371 30,420 SH SOLE 30,420 0 0
UNILEVER PLC SPON ADR NEW 904767803 10,991,619 182,828 SH SOLE 112,873 0 69,955
VAIL RESORTS INC COM 91879Q109 11,940,627 87,702 SH SOLE 87,702 0 0
VONTIER CORPORATION COM 928881101 13,322,774 459,406 SH SOLE 459,406 0 0
WELLS FARGO & CO COM 949746101 11,257,717 136,226 SH SOLE 136,226 0 0