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
3M CO COM 88579Y101 25,191,176 153,231 SH SOLE 153,231 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,251,849 29,386 SH SOLE 29,386 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,143,743 11,678 SH SOLE 11,678 0 0
ALPHABET INC CAP STK CL C 02079K107 112,638,038 92,402 SH SOLE 92,402 0 0
ALPHABET INC CAP STK CL A 02079K305 280,862 230 SH SOLE 230 0 0
AMAZON COM INC COM 023135106 1,709,871 985 SH SOLE 985 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,062,466 16,602 SH SOLE 16,602 0 0
ANSYS INC COM 03662Q105 1,161,919 5,249 SH SOLE 5,249 0 0
ANTHEM INC COM 036752103 85,967,565 358,049 SH SOLE 358,049 0 0
APPLE INC COM 037833100 271,900 1,214 SH SOLE 1,214 0 0
AUTODESK INC COM 052769106 1,464,298 9,914 SH SOLE 9,914 0 0
BECTON DICKINSON & CO COM 075887109 2,969,750 11,740 SH SOLE 11,740 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 79,491,515 382,134 SH SOLE 382,134 0 0
BLACKROCK INC COM 09247X101 18,230,241 40,908 SH SOLE 40,908 0 0
BURLINGTON STORES INC COM 122017106 318,913 1,596 SH SOLE 1,596 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 22,602,941 266,607 SH SOLE 266,607 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,709,743 41,007 SH SOLE 41,007 0 0
CBRE GROUP INC CL A 12504L109 40,243,708 759,172 SH SOLE 759,172 0 0
CHEWY INC CL A 16679L109 308,110 12,535 SH SOLE 12,535 0 0
CHOICE HOTELS INTL INC COM 169905106 13,751,081 154,576 SH SOLE 154,576 0 0
CITIGROUP INC COM NEW 172967424 34,705,170 502,391 SH SOLE 502,391 0 0
CME GROUP INC COM 12572Q105 36,586,547 173,117 SH SOLE 173,117 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 68,287,356 1,133,118 SH SOLE 1,133,118 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 218,487 2,255 SH SOLE 2,255 0 0
COMCAST CORP NEW CL A 20030N101 49,161,408 1,090,537 SH SOLE 1,090,537 0 0
CUBIC CORP COM 229669106 291,932 4,145 SH SOLE 4,145 0 0
DANAHER CORPORATION COM 235851102 4,595,474 31,818 SH SOLE 31,818 0 0
DISNEY WALT CO COM DISNEY 254687106 509,160 3,907 SH SOLE 3,907 0 0
DOVER CORP COM 260003108 44,503,320 447,000 SH SOLE 447,000 0 0
ECOLAB INC COM 278865100 4,439,265 22,416 SH SOLE 22,416 0 0
EXPEDIA GROUP INC COM NEW 30212P303 284,546 2,117 SH SOLE 2,117 0 0
FIVE BELOW INC COM 33829M101 248,669 1,972 SH SOLE 1,972 0 0
FORTIVE CORP COM 34959J108 696,912 10,165 SH SOLE 10,165 0 0
GILEAD SCIENCES INC COM 375558103 37,287,785 588,321 SH SOLE 588,321 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 2,397,485 119,635 SH SOLE 119,635 0 0
HASBRO INC COM 418056107 413,041 3,480 SH SOLE 3,480 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,127,910 72,356 SH SOLE 72,356 0 0
HENRY SCHEIN INC COM 806407102 33,562,862 528,549 SH SOLE 528,549 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 451,584 4,850 SH SOLE 4,850 0 0
HOME DEPOT INC COM 437076102 1,479,592 6,377 SH SOLE 6,377 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 201,983 6,117 SH SOLE 6,117 0 0
HUBBELL INC COM 443510607 1,455,781 11,079 SH SOLE 11,079 0 0
IDEX CORP COM 45167R104 4,106,833 25,060 SH SOLE 25,060 0 0
ILLUMINA INC COM 452327109 200,481 659 SH SOLE 659 0 0
INTEL CORP COM 458140100 40,683,090 789,503 SH SOLE 789,503 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 42,413,442 345,696 SH SOLE 345,696 0 0
IPG PHOTONICS CORP COM 44980X109 14,376,719 106,023 SH SOLE 106,023 0 0
IQVIA HLDGS INC COM 46266C105 4,174,573 27,946 SH SOLE 27,946 0 0
LAS VEGAS SANDS CORP COM 517834107 39,872,132 690,307 SH SOLE 690,307 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 284,201 4,284 SH SOLE 4,284 0 0
LULULEMON ATHLETICA INC COM 550021109 329,611 1,712 SH SOLE 1,712 0 0
MAGNA INTL INC COM 559222401 321,257 6,023 SH SOLE 6,023 0 0
MARATHON PETE CORP COM 56585A102 42,789,749 704,358 SH SOLE 704,358 0 0
MARRIOTT INTL INC NEW CL A 571903202 15,519,262 124,783 SH SOLE 124,783 0 0
MASTERCARD INC CL A 57636Q104 3,023,389 11,133 SH SOLE 11,133 0 0
MATCH GROUP INC COM 57665R106 273,972 3,835 SH SOLE 3,835 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 718,488 1,020 SH SOLE 1,020 0 0
MICROSOFT CORP COM 594918104 99,481,109 715,537 SH SOLE 715,537 0 0
NIKE INC CL B 654106103 568,404 6,052 SH SOLE 6,052 0 0
PROCTER & GAMBLE CO COM 742718109 40,199,865 323,202 SH SOLE 323,202 0 0
PTC INC COM 69370C100 1,073,085 15,739 SH SOLE 15,739 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 275,383 3,871 SH SOLE 3,871 0 0
REVOLVE GROUP INC CL A 76156B107 210,423 9,004 SH SOLE 9,004 0 0
ROCKWELL AUTOMATION INC COM 773903109 731,712 4,440 SH SOLE 4,440 0 0
S&P GLOBAL INC COM 78409V104 15,796,555 64,481 SH SOLE 64,481 0 0
SEALED AIR CORP NEW COM 81211K100 3,867,902 93,180 SH SOLE 93,180 0 0
SERVICE CORP INTL COM 817565104 97,773,458 2,045,042 SH SOLE 2,045,042 0 0
SMITH A O CORP COM 831865209 748,474 15,688 SH SOLE 15,688 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,619,100 135,424 SH SOLE 135,424 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,015,424 107,905 SH SOLE 107,905 0 0
TARGET CORP COM 87612E106 515,199 4,819 SH SOLE 4,819 0 0
TELADOC HEALTH INC COM 87918A105 262,754 3,880 SH SOLE 3,880 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,891,367 13,360 SH SOLE 13,360 0 0
TRIMBLE INC COM 896239100 1,788,132 46,074 SH SOLE 46,074 0 0
ULTA BEAUTY INC COM 90384S303 320,581 1,279 SH SOLE 1,279 0 0
VAIL RESORTS INC COM 91879Q109 296,966 1,305 SH SOLE 1,305 0 0
VEON LTD SPONSORED ADR 91822M106 487,903 203,293 SH SOLE 203,293 0 0
VISA INC COM CL A 92826C839 58,478,240 339,970 SH SOLE 339,970 0 0
WASTE MGMT INC DEL COM 94106L109 2,542,535 22,109 SH SOLE 22,109 0 0
WATERS CORP COM 941848103 2,060,190 9,229 SH SOLE 9,229 0 0
WAYFAIR INC CL A 94419L101 217,737 1,942 SH SOLE 1,942 0 0
WELBILT INC COM 949090104 1,131,289 67,099 SH SOLE 67,099 0 0
WELLS FARGO CO NEW COM 949746101 61,384,118 1,216,973 SH SOLE 1,216,973 0 0
WESTROCK CO COM 96145D105 1,839,559 50,468 SH SOLE 50,468 0 0
WINGSTOP INC COM 974155103 291,777 3,343 SH SOLE 3,343 0 0
XYLEM INC COM 98419M100 5,877,946 73,825 SH SOLE 73,825 0 0
YETI HLDGS INC COM 98585X104 319,564 11,413 SH SOLE 11,413 0 0