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 653,201 3,100 SH SOLE 3,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 488,908 5,877 SH SOLE 5,877 0 0
ACUITY BRANDS INC COM 00508Y102 550,200 3,500 SH SOLE 3,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,156,856 16,400 SH SOLE 16,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 357,200 2,168 SH SOLE 2,168 0 0
ALPHABET INC CAP STK CL C 02079K107 68,612,590 57,490 SH SOLE 57,490 0 0
ALPHABET INC CAP STK CL A 02079K305 414,028 343 SH SOLE 343 0 0
AMAZON COM INC COM 023135106 3,118,671 1,557 SH SOLE 1,557 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,172,288 13,326 SH SOLE 13,326 0 0
ANTHEM INC COM 036752103 100,335,460 366,121 SH SOLE 366,121 0 0
APPLE INC COM 037833100 476,311 2,110 SH SOLE 2,110 0 0
AUTODESK INC COM 052769106 737,464 4,724 SH SOLE 4,724 0 0
AUTOZONE INC COM 053332102 34,728,865 44,771 SH SOLE 44,771 0 0
BLACKROCK INC COM 09247X101 16,953,269 35,969 SH SOLE 35,969 0 0
BOOKING HLDGS INC COM 09857L108 928,512 468 SH SOLE 468 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 9,121,150 93,149 SH SOLE 93,149 0 0
CBRE GROUP INC CL A 12504L109 27,558,487 624,909 SH SOLE 624,909 0 0
CITIGROUP INC COM NEW 172967424 32,847,737 457,872 SH SOLE 457,872 0 0
CME GROUP INC COM CL A 12572Q105 24,366,583 143,156 SH SOLE 143,156 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,296,015 379,728 SH SOLE 379,728 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 386,427 4,152 SH SOLE 4,152 0 0
COMCAST CORP NEW CL A 20030N101 907,877 25,639 SH SOLE 25,639 0 0
CUBIC CORP COM 229669106 423,690 5,800 SH SOLE 5,800 0 0
DANAHER CORP DEL COM 235851102 1,536,126 14,137 SH SOLE 14,137 0 0
DISNEY WALT CO COM DISNEY 254687106 1,487,477 12,720 SH SOLE 12,720 0 0
DOVER CORP COM 260003108 56,141,211 634,149 SH SOLE 634,149 0 0
ECOLAB INC COM 278865100 1,509,791 9,630 SH SOLE 9,630 0 0
ELECTRONIC ARTS INC COM 285512109 414,968 3,444 SH SOLE 3,444 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 8,162,494 1,055,950 SH SOLE 1,055,950 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 8,659,254 1,728,394 SH SOLE 1,728,394 0 0
EXPEDIA GROUP INC COM NEW 30212P303 521,529 3,997 SH SOLE 3,997 0 0
FIVE BELOW INC COM 33829M101 323,979 2,491 SH SOLE 2,491 0 0
FORTIVE CORP COM 34959J108 656,760 7,800 SH SOLE 7,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 23,999,456 322,400 SH SOLE 322,400 0 0
GILEAD SCIENCES INC COM 375558103 33,495,319 433,821 SH SOLE 433,821 0 0
GRUBHUB INC COM 400110102 406,157 2,930 SH SOLE 2,930 0 0
HASBRO INC COM 418056107 417,432 3,971 SH SOLE 3,971 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 731,382 9,054 SH SOLE 9,054 0 0
HOME DEPOT INC COM 437076102 1,702,359 8,218 SH SOLE 8,218 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 329,912 10,214 SH SOLE 10,214 0 0
HUBBELL INC COM 443510607 1,121,988 8,400 SH SOLE 8,400 0 0
IDEX CORP COM 45167R104 1,138,086 7,554 SH SOLE 7,554 0 0
ILLUMINA INC COM 452327109 375,502 1,023 SH SOLE 1,023 0 0
INTEL CORP COM 458140100 27,950,045 591,035 SH SOLE 591,035 0 0
IPG PHOTONICS CORP COM 44980X109 14,064,716 90,118 SH SOLE 90,118 0 0
LAS VEGAS SANDS CORP COM 517834107 17,484,729 294,703 SH SOLE 294,703 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 396,094 16,240 SH SOLE 16,240 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 505,863 9,287 SH SOLE 9,287 0 0
LULULEMON ATHLETICA INC COM 550021109 683,433 4,206 SH SOLE 4,206 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 336,990 7,117 SH SOLE 7,117 0 0
MAGNA INTL INC COM 559222401 651,625 12,414 SH SOLE 12,414 0 0
MATCH GROUP INC COM 57665R106 494,667 8,542 SH SOLE 8,542 0 0
MICROSOFT CORP COM 594918104 85,730,837 749,592 SH SOLE 749,592 0 0
MINDBODY INC COM CL A 60255W105 388,207 9,550 SH SOLE 9,550 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 226,599 26,565 SH SOLE 26,565 0 0
NETFLIX INC COM 64110L106 1,408,225 3,764 SH SOLE 3,764 0 0
NIKE INC CL B 654106103 957,760 11,305 SH SOLE 11,305 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 465,061 1,339 SH SOLE 1,339 0 0
PLANET FITNESS INC CL A 72703H101 285,332 5,281 SH SOLE 5,281 0 0
PRAXAIR INC COM 74005P104 1,350,132 8,400 SH SOLE 8,400 0 0
PROCTER AND GAMBLE CO COM 742718109 34,590,887 415,606 SH SOLE 415,606 0 0
PTC INC COM 69370C100 1,093,969 10,302 SH SOLE 10,302 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 390,181 6,582 SH SOLE 6,582 0 0
SEALED AIR CORP NEW COM 81211K100 1,855,372 46,211 SH SOLE 46,211 0 0
SERVICE CORP INTL COM 817565104 73,889,317 1,671,704 SH SOLE 1,671,704 0 0
SOTHEBYS COM 835898107 27,019,723 549,293 SH SOLE 549,293 0 0
SQUARE INC CL A 852234103 478,713 4,835 SH SOLE 4,835 0 0
STANLEY BLACK & DECKER INC COM 854502101 16,138,420 110,205 SH SOLE 110,205 0 0
STARBUCKS CORP COM 855244109 77,053,554 1,355,622 SH SOLE 1,355,622 0 0
TAL ED GROUP SPONSORED ADS 874080104 205,809 8,005 SH SOLE 8,005 0 0
TAPESTRY INC COM 876030107 630,285 12,538 SH SOLE 12,538 0 0
TRIMBLE INC COM 896239100 1,121,268 25,800 SH SOLE 25,800 0 0
TRIPADVISOR INC COM 896945201 213,268 4,176 SH SOLE 4,176 0 0
ULTA BEAUTY INC COM 90384S303 686,680 2,434 SH SOLE 2,434 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,828,405 67,014 SH SOLE 67,014 0 0
VAIL RESORTS INC COM 91879Q109 473,374 1,725 SH SOLE 1,725 0 0
VEON LTD SPONSORED ADR 91822M106 1,695,369 584,610 SH SOLE 584,610 0 0
VISA INC COM CL A 92826C839 55,406,174 369,153 SH SOLE 369,153 0 0
WASTE MGMT INC DEL COM 94106L109 1,277,148 14,134 SH SOLE 14,134 0 0
WATERS CORP COM 941848103 1,047,768 5,382 SH SOLE 5,382 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 921,300 11,100 SH SOLE 11,100 0 0
WAYFAIR INC CL A 94419L101 307,006 2,079 SH SOLE 2,079 0 0
WELBILT INC COM 949090104 438,480 21,000 SH SOLE 21,000 0 0
WELLS FARGO CO NEW COM 949746101 71,209,707 1,354,827 SH SOLE 1,354,827 0 0
WESTROCK CO COM 96145D105 1,269,253 23,751 SH SOLE 23,751 0 0
WINGSTOP INC COM 974155103 505,403 7,403 SH SOLE 7,403 0 0
XYLEM INC COM 98419M100 1,496,924 18,742 SH SOLE 18,742 0 0
YUM CHINA HLDGS INC COM 98850P109 242,259 6,900 SH SOLE 6,900 0 0