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 10,352,703 56,458 SH SOLE 56,458 0 0
ALPHABET INC CAP STK CL A 02079K305 25,788,796 74,950 SH SOLE 74,950 0 0
ALPHABET INC CAP STK CL C 02079K107 415,021 1,218 SH SOLE 1,218 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 25,314,465 13,973 SH SOLE 8,681 0 5,292
BANK NOVA SCOTIA B C COM 064149107 18,789,618 206,843 SH SOLE 128,401 0 78,442
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,394,124 30,915 SH SOLE 30,915 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,579,984 126,065 SH SOLE 126,065 0 0
CAPITAL ONE FINL CORP COM 14040H105 12,248,168 63,439 SH SOLE 63,439 0 0
CUMMINS INC COM 231021106 13,949,973 27,005 SH SOLE 27,005 0 0
DEERE & CO COM 244199105 20,720,004 30,854 SH SOLE 30,854 0 0
EMERSON ELEC CO COM 291011104 16,193,681 104,408 SH SOLE 104,408 0 0
HUNT J B TRANS SVCS INC COM 445658107 19,171,286 85,567 SH SOLE 85,567 0 0
ICON PUB LTD CO SHS G4705A100 22,986,558 135,223 SH SOLE 83,768 0 51,455
INTERNATIONAL BANCSHARES COR COM 459044103 8,730,373 127,460 SH SOLE 127,460 0 0
LAM RESEARCH CORP COM NEW 512807306 23,549,239 71,685 SH SOLE 71,685 0 0
MERCK & CO INC COM 58933Y105 17,059,830 117,403 SH SOLE 117,403 0 0
NOVARTIS AG SPONSORED ADR 66987V109 11,585,238 81,260 SH SOLE 50,328 0 30,932
NOVO-NORDISK A S ADR 670100205 6,250,108 164,867 SH SOLE 102,109 0 62,758
PEPSICO INC COM 713448108 10,223,389 80,677 SH SOLE 80,677 0 0
PHILLIPS 66 COM 718546104 25,185,566 98,647 SH SOLE 98,647 0 0
POOL CORP COM 73278L105 12,233,487 75,576 SH SOLE 75,576 0 0
SHELL PLC SPON ADS 780259305 15,633,064 164,472 SH SOLE 102,005 0 62,467
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 25,236,887 55,321 SH SOLE 34,319 0 21,002
TEXAS INSTRS INC COM 882508104 18,577,249 66,326 SH SOLE 66,326 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 20,707,834 30,676 SH SOLE 30,676 0 0
UNILEVER PLC SPON ADR NEW 904767803 11,187,741 184,221 SH SOLE 114,266 0 69,955
VAIL RESORTS INC COM 91879Q109 9,673,384 70,516 SH SOLE 70,516 0 0
VONTIER CORPORATION COM 928881101 13,856,286 441,283 SH SOLE 441,283 0 0
WELLS FARGO & CO COM 949746101 11,001,512 137,433 SH SOLE 137,433 0 0