<SEC-DOCUMENT>0001555829-20-000005.txt : 20200814
<SEC-HEADER>0001555829-20-000005.hdr.sgml : 20200814
<ACCEPTANCE-DATETIME>20200813194634
ACCESSION NUMBER:		0001555829-20-000005
CONFORMED SUBMISSION TYPE:	13F-HR
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20200630
FILED AS OF DATE:		20200814
DATE AS OF CHANGE:		20200813
EFFECTIVENESS DATE:		20200814

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Kiwi Wealth Investments Limited Partnership
		CENTRAL INDEX KEY:			0001555829
		IRS NUMBER:				000000000
		STATE OF INCORPORATION:			Q2
		FISCAL YEAR END:			0331

	FILING VALUES:
		FORM TYPE:		13F-HR
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	028-15009
		FILM NUMBER:		201100898

	BUSINESS ADDRESS:	
		STREET 1:		LEVEL 13, 20 BALLANCE STREET
		CITY:			WELLINGTON
		STATE:			Q2
		ZIP:			6011
		BUSINESS PHONE:		006444946079

	MAIL ADDRESS:	
		STREET 1:		LEVEL 13, 20 BALLANCE STREET
		CITY:			WELLINGTON
		STATE:			Q2
		ZIP:			6011

	FORMER COMPANY:	
		FORMER CONFORMED NAME:	Gareth Morgan Investments Limited Partnership
		DATE OF NAME CHANGE:	20120808
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
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    <submissionType>13F-HR</submissionType>
    <filerInfo>
      <liveTestFlag>LIVE</liveTestFlag>
      <flags>
        <confirmingCopyFlag>false</confirmingCopyFlag>
        <returnCopyFlag>true</returnCopyFlag>
        <overrideInternetFlag>true</overrideInternetFlag>
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      <filer>
        <credentials>
          <cik>0001555829</cik>
          <ccc>XXXXXXXX</ccc>
        </credentials>
      </filer>
      <periodOfReport>06-30-2020</periodOfReport>
    </filerInfo>
  </headerData>
  <formData>
    <coverPage>
      <reportCalendarOrQuarter>06-30-2020</reportCalendarOrQuarter>
      <filingManager>
        <name>Kiwi Wealth Investments Limited Partnership</name>
        <address>
          <com:street1>LEVEL 13, 20 BALLANCE STREET</com:street1>
          <com:city>WELLINGTON</com:city>
          <com:stateOrCountry>Q2</com:stateOrCountry>
          <com:zipCode>6011</com:zipCode>
        </address>
      </filingManager>
      <reportType>13F HOLDINGS REPORT</reportType>
      <form13FFileNumber>028-15009</form13FFileNumber>
      <provideInfoForInstruction5>N</provideInfoForInstruction5>
    </coverPage>
    <signatureBlock>
      <name>Christian Sobell</name>
      <title>Senior Technical Application Support</title>
      <phone>0064800427384</phone>
      <signature>Christian Sobell</signature>
      <city>Wellington</city>
      <stateOrCountry>Q2</stateOrCountry>
      <signatureDate>08-13-2020</signatureDate>
    </signatureBlock>
    <summaryPage>
      <otherIncludedManagersCount>0</otherIncludedManagersCount>
      <tableEntryTotal>203</tableEntryTotal>
      <tableValueTotal>1234415</tableValueTotal>
      <isConfidentialOmitted>false</isConfidentialOmitted>
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<DOCUMENT>
<TYPE>INFORMATION TABLE
<SEQUENCE>2
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		<nameOfIssuer>AES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00130H105</cusip>
		<value>2733</value>
		<shrsOrPrnAmt>
			<sshPrnamt>188613</sshPrnamt>
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		<value>2359</value>
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		<titleOfClass>COM</titleOfClass>
		<cusip>00206R102</cusip>
		<value>5708</value>
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		<nameOfIssuer>ABBOTT LABS</nameOfIssuer>
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		<cusip>002824100</cusip>
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		<titleOfClass>COM</titleOfClass>
		<cusip>00724F101</cusip>
		<value>12984</value>
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		<nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00846U101</cusip>
		<value>3258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36865</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>01609W102</cusip>
		<value>13428</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62252</sshPrnamt>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL C</titleOfClass>
		<cusip>02079K107</cusip>
		<value>44720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31635</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<None>0</None>
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		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>34604</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>AMEDISYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023436108</cusip>
		<value>3090</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15563</sshPrnamt>
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		<nameOfIssuer>AMERICA MOVIL SAB DE CV</nameOfIssuer>
		<titleOfClass>SPON ADR L SHS</titleOfClass>
		<cusip>02364W105</cusip>
		<value>1439</value>
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			<sshPrnamt>113394</sshPrnamt>
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		<nameOfIssuer>AMERICAN TOWER CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03027X100</cusip>
		<value>10036</value>
		<shrsOrPrnAmt>
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		<nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>030420103</cusip>
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		<nameOfIssuer>AMPHENOL CORP NEW</nameOfIssuer>
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		<cusip>032095101</cusip>
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			<None>0</None>
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		<nameOfIssuer>ANAPLAN INC</nameOfIssuer>
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		<cusip>03272L108</cusip>
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		<nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
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		<cusip>039483102</cusip>
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		<nameOfIssuer>ARROW ELECTRS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>042735100</cusip>
		<value>1015</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>14782</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ASHLAND GLOBAL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>044186104</cusip>
		<value>1876</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASSURANT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>459</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4445</Sole>
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			<None>0</None>
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		<nameOfIssuer>AUTODESK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>052769106</cusip>
		<value>4527</value>
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			<sshPrnamt>18928</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>18928</Sole>
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			<None>0</None>
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		<nameOfIssuer>AXALTA COATING SYS LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0750C108</cusip>
		<value>2241</value>
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			<sshPrnamt>99385</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<titleOfClass>COM</titleOfClass>
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		<value>3369</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>39133</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BIOGEN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09062X103</cusip>
		<value>2323</value>
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			<sshPrnamt>8682</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8682</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BLACK KNIGHT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09215C105</cusip>
		<value>1943</value>
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			<sshPrnamt>26778</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26778</Sole>
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			<None>0</None>
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		<titleOfClass>COM</titleOfClass>
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		<value>11313</value>
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			<sshPrnamt>20793</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20793</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09857L108</cusip>
		<value>3925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2465</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2465</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BOOZ ALLEN HAMILTON HLDG COR</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>099502106</cusip>
		<value>2818</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36225</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BOSTON PPTYS LTD PARTNERSHIP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>101121101</cusip>
		<value>702</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7764</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7764</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BOSTON SCIENTIFIC CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>101137107</cusip>
		<value>5242</value>
		<shrsOrPrnAmt>
			<sshPrnamt>149289</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149289</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>110122108</cusip>
		<value>10639</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180927</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>180927</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CSX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126408103</cusip>
		<value>1807</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25905</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25905</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126650100</cusip>
		<value>2097</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32269</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14149Y108</cusip>
		<value>2005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38414</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38414</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CARTERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>146229109</cusip>
		<value>1883</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23332</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23332</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>8219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64969</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64969</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CERNER CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>156782104</cusip>
		<value>3514</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51258</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>51258</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHARTER COMMUNICATIONS INC N</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>16119P108</cusip>
		<value>4478</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8780</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8780</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<value>2068</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23174</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23174</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CHURCH &amp; DWIGHT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171340102</cusip>
		<value>3408</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44093</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44093</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CIGNA CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125523100</cusip>
		<value>9176</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48898</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48898</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CINTAS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>172908105</cusip>
		<value>500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1878</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1878</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CISCO SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>17275R102</cusip>
		<value>2958</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63426</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63426</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<value>4813</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94183</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94183</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>1019</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40387</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40387</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CITRIX SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>177376100</cusip>
		<value>3475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23491</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23491</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CLARIVATE PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G21810109</cusip>
		<value>2060</value>
		<shrsOrPrnAmt>
			<sshPrnamt>92245</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92245</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CLEARWAY ENERGY INC</nameOfIssuer>
		<titleOfClass>CL C</titleOfClass>
		<cusip>18539C204</cusip>
		<value>2303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99854</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>99854</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COCA COLA CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>191216100</cusip>
		<value>16374</value>
		<shrsOrPrnAmt>
			<sshPrnamt>366468</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>366468</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>194162103</cusip>
		<value>11988</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163643</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>21036P108</cusip>
		<value>4102</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23446</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23446</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COSTCO WHSL CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160K105</cusip>
		<value>7165</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23629</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23629</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>22788C105</cusip>
		<value>5873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58560</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58560</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22822V101</cusip>
		<value>8025</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47952</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>D R HORTON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23331A109</cusip>
		<value>7796</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140590</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140590</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DAVITA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23918K108</cusip>
		<value>2876</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36343</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36343</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>243537107</cusip>
		<value>624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3177</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3177</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DEXCOM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>252131107</cusip>
		<value>3045</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7512</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7512</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>253868103</cusip>
		<value>7038</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49525</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49525</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256677105</cusip>
		<value>7067</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37094</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37094</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25746U109</cusip>
		<value>13163</value>
		<shrsOrPrnAmt>
			<sshPrnamt>162149</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>162149</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DOMINOS PIZZA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25754A201</cusip>
		<value>14259</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38597</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38597</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>260557103</cusip>
		<value>3310</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81205</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81205</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DUNKIN BRANDS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>265504100</cusip>
		<value>6245</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95744</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95744</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>532457108</cusip>
		<value>8820</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53721</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENEL AMERICAS S A</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>29274F104</cusip>
		<value>715</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95268</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95268</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EQUINIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29444U700</cusip>
		<value>10202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14527</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14527</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>EQUITY COMWLTH</nameOfIssuer>
		<titleOfClass>COM SH BEN INT</titleOfClass>
		<cusip>294628102</cusip>
		<value>1299</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40351</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40351</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EVERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30034W106</cusip>
		<value>2018</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>30212P303</cusip>
		<value>2012</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24471</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24471</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>302130109</cusip>
		<value>3107</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40855</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40855</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FABRINET</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G3323L100</cusip>
		<value>139</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2226</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2226</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FACEBOOK INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>22427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>98768</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>98768</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31620M106</cusip>
		<value>12219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>91124</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91124</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FIRST REP BK SAN FRANCISCO C</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>33616C100</cusip>
		<value>9427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88947</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88947</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLOWSERVE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34354P105</cusip>
		<value>2231</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78224</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78224</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>369604103</cusip>
		<value>2998</value>
		<shrsOrPrnAmt>
			<sshPrnamt>438882</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>438882</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENPACT LIMITED</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G3922B107</cusip>
		<value>5092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>139443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139443</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>375558103</cusip>
		<value>1134</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14742</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14742</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GODADDY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>380237107</cusip>
		<value>1685</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22984</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22984</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GRAY TELEVISION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>389375106</cusip>
		<value>687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49229</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49229</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HAWAIIAN ELEC INDUSTRIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>419870100</cusip>
		<value>1157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32098</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32098</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HENRY SCHEIN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>806407102</cusip>
		<value>1603</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27449</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27449</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HILL ROM HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>431475102</cusip>
		<value>7366</value>
		<shrsOrPrnAmt>
			<sshPrnamt>67097</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>67097</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<value>18698</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74638</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUMANA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>4127</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10643</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IDEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45167R104</cusip>
		<value>2853</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18051</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18051</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ILLINOIS TOOL WKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>452308109</cusip>
		<value>4020</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22993</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22993</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INSULET CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45784P101</cusip>
		<value>2033</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10464</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10464</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>458140100</cusip>
		<value>1631</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27267</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27267</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTERPUBLIC GROUP COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>460690100</cusip>
		<value>2304</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134240</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134240</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INVITATION HOMES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46187W107</cusip>
		<value>3214</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116735</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116735</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<value>16162</value>
		<shrsOrPrnAmt>
			<sshPrnamt>171824</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>171824</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478160104</cusip>
		<value>2572</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18290</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18290</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KARUNA THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48576A100</cusip>
		<value>2889</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25918</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25918</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KELLOGG CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>487836108</cusip>
		<value>2937</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44456</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44456</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KEURIG DR PEPPER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49271V100</cusip>
		<value>1601</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56366</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>56366</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KEYSIGHT TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49338L103</cusip>
		<value>6096</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60488</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60488</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49456B101</cusip>
		<value>3701</value>
		<shrsOrPrnAmt>
			<sshPrnamt>243948</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>243948</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KRAFT HEINZ CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>500754106</cusip>
		<value>3929</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123190</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123190</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>512807108</cusip>
		<value>7325</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22645</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22645</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LENNAR CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>526057104</cusip>
		<value>1141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18523</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18523</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LOWES COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>548661107</cusip>
		<value>5107</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37799</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37799</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LULULEMON ATHLETICA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>550021109</cusip>
		<value>1070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3429</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3429</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>M &amp; T BK CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55261F104</cusip>
		<value>2427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23346</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23346</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MSC INDL DIRECT INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>553530106</cusip>
		<value>851</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11693</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11693</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MSCI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55354G100</cusip>
		<value>2963</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8876</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8876</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57060D108</cusip>
		<value>1146</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2288</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2288</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
		<value>3994</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37197</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37197</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>5082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24604</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24604</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MASCO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>574599106</cusip>
		<value>3131</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62354</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62354</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>57636Q104</cusip>
		<value>13819</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46732</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46732</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MATTEL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>577081102</cusip>
		<value>2049</value>
		<shrsOrPrnAmt>
			<sshPrnamt>211889</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>211889</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MAXIM INTEGRATED PRODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57772K101</cusip>
		<value>3427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56547</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>56547</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>580135101</cusip>
		<value>21825</value>
		<shrsOrPrnAmt>
			<sshPrnamt>118312</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>118312</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MCKESSON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58155Q103</cusip>
		<value>1980</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12907</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12907</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58933Y105</cusip>
		<value>16592</value>
		<shrsOrPrnAmt>
			<sshPrnamt>214566</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>214566</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>592688105</cusip>
		<value>3481</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4321</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4321</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>58001</value>
		<shrsOrPrnAmt>
			<sshPrnamt>285003</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>285003</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>609207105</cusip>
		<value>2021</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39529</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39529</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>MOODYS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>615369105</cusip>
		<value>7070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25734</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25734</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>617446448</cusip>
		<value>3949</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81770</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81770</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NIKE INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>654106103</cusip>
		<value>13696</value>
		<shrsOrPrnAmt>
			<sshPrnamt>139682</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139682</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67066G104</cusip>
		<value>5066</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13335</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NETEASE INC</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>64110W102</cusip>
		<value>2885</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6718</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6718</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NETFLIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>64110L106</cusip>
		<value>2009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4416</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4416</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NEW ORIENTAL ED &amp; TECHNOLOGY</nameOfIssuer>
		<titleOfClass>SPON ADR</titleOfClass>
		<cusip>647581107</cusip>
		<value>3974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30516</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30516</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NEW YORK TIMES CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>650111107</cusip>
		<value>1225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29146</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29146</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
		<value>15906</value>
		<shrsOrPrnAmt>
			<sshPrnamt>66229</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66229</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>655844108</cusip>
		<value>3691</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21021</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21021</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NORTONLIFELOCK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>668771108</cusip>
		<value>2810</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67020Y100</cusip>
		<value>2582</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102049</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102049</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>O REILLY AUTOMOTIVE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>9367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22213</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22213</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>681919106</cusip>
		<value>1911</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34995</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34995</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ORACLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68389X105</cusip>
		<value>3634</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65758</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65758</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693475105</cusip>
		<value>5888</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55964</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55964</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PAYCOM SOFTWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70432V102</cusip>
		<value>1997</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6447</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6447</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PEPSICO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>713448108</cusip>
		<value>27922</value>
		<shrsOrPrnAmt>
			<sshPrnamt>211111</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>211111</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PERKINELMER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>714046109</cusip>
		<value>1917</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19541</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19541</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PLANET FITNESS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>72703H101</cusip>
		<value>1890</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31208</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31208</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>742718109</cusip>
		<value>29452</value>
		<shrsOrPrnAmt>
			<sshPrnamt>246318</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>246318</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74340W103</cusip>
		<value>16421</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175945</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>175945</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>745867101</cusip>
		<value>2114</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62119</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62119</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>747525103</cusip>
		<value>537</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5889</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5889</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>QUALYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74758T303</cusip>
		<value>1760</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16919</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16919</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>760759100</cusip>
		<value>10412</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126894</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126894</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RINGCENTRAL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>76680R206</cusip>
		<value>2031</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7127</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7127</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>776696106</cusip>
		<value>5004</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12888</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12888</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ROSS STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>778296103</cusip>
		<value>3073</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36051</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36051</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78409V104</cusip>
		<value>13809</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41912</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41912</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<value>3157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10239</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10239</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SS&amp;C TECHNOLOGIES HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78467J100</cusip>
		<value>3257</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57669</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>57669</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SVB FINANCIAL GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78486Q101</cusip>
		<value>3043</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14121</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14121</Sole>
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			<None>0</None>
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		<nameOfIssuer>SALESFORCE COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>79466L302</cusip>
		<value>2004</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10697</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10697</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>806857108</cusip>
		<value>2049</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111418</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>111418</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SILGAN HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>827048109</cusip>
		<value>1791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55285</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55285</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SIRIUS XM HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82968B103</cusip>
		<value>749</value>
		<shrsOrPrnAmt>
			<sshPrnamt>127592</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>127592</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83088M102</cusip>
		<value>893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6987</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6987</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SOLAREDGE TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83417M104</cusip>
		<value>292</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2102</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2102</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>SPECTRUM BRANDS HLDGS INC NE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>84790A105</cusip>
		<value>983</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21416</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21416</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SYNAPTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87157D109</cusip>
		<value>1622</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26973</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26973</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PRICE T ROWE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74144T108</cusip>
		<value>3301</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26725</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26725</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>872540109</cusip>
		<value>5754</value>
		<shrsOrPrnAmt>
			<sshPrnamt>113803</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>113803</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>874039100</cusip>
		<value>14108</value>
		<shrsOrPrnAmt>
			<sshPrnamt>248509</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>248509</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TARGET CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612E106</cusip>
		<value>4064</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33890</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33890</Sole>
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			<None>0</None>
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		<nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>882508104</cusip>
		<value>1254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9879</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9879</Sole>
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			<None>0</None>
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		<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883556102</cusip>
		<value>10427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28776</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28776</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TOPBUILD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89055F103</cusip>
		<value>1187</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10430</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10430</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>892356106</cusip>
		<value>2476</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18784</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18784</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TRADEWEB MKTS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>892672106</cusip>
		<value>1897</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32630</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32630</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TREEHOUSE FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89469A104</cusip>
		<value>1327</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30300</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TRIMBLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>896239100</cusip>
		<value>3962</value>
		<shrsOrPrnAmt>
			<sshPrnamt>91740</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91740</Sole>
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		<nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90353T100</cusip>
		<value>2057</value>
		<shrsOrPrnAmt>
			<sshPrnamt>66187</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66187</Sole>
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			<None>0</None>
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		<nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90384S303</cusip>
		<value>3224</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15847</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15847</Sole>
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			<None>0</None>
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		<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>907818108</cusip>
		<value>6206</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36708</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36708</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911363109</cusip>
		<value>2225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14930</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14930</Sole>
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			<None>0</None>
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		<nameOfIssuer>UNITED THERAPEUTICS CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91307C102</cusip>
		<value>2295</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18969</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18969</Sole>
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		<nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91324P102</cusip>
		<value>14645</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49652</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49652</Sole>
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		<nameOfIssuer>UNIVERSAL DISPLAY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91347P105</cusip>
		<value>309</value>
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			<sshPrnamt>2065</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2065</Sole>
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		<nameOfIssuer>VANGUARD WORLD FDS</nameOfIssuer>
		<titleOfClass>INF TECH ETF</titleOfClass>
		<cusip>92204A702</cusip>
		<value>2205</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7910</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7910</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>VANGUARD STAR FD</nameOfIssuer>
		<titleOfClass>VG TL INTL STK F</titleOfClass>
		<cusip>921909768</cusip>
		<value>3017</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61356</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61356</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
		<titleOfClass>TOTAL STK MKT</titleOfClass>
		<cusip>922908769</cusip>
		<value>3418</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21834</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21834</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VERISIGN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343E102</cusip>
		<value>270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1305</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343V104</cusip>
		<value>12912</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234213</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234213</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VERTEX PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92532F100</cusip>
		<value>718</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2472</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2472</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<value>17261</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89358</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89358</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VISTRA ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92840M102</cusip>
		<value>2682</value>
		<shrsOrPrnAmt>
			<sshPrnamt>144057</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>144057</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929089100</cusip>
		<value>2424</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51962</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>51962</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929160109</cusip>
		<value>4015</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34661</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34661</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>384802104</cusip>
		<value>698</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2222</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2222</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WALMART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931142103</cusip>
		<value>15188</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126796</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126796</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>94106L109</cusip>
		<value>4187</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39534</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WEST PHARMACEUTICAL SVSC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>955306105</cusip>
		<value>385</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1694</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1694</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WINGSTOP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>974155103</cusip>
		<value>2028</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14595</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14595</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>YETI HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98585X104</cusip>
		<value>4347</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101730</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101730</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>YUM CHINA HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98850P109</cusip>
		<value>878</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18271</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18271</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATI</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>989207105</cusip>
		<value>2023</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7903</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7903</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>ZOETIS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98978V103</cusip>
		<value>8038</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58653</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58653</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EBAY INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278642103</cusip>
		<value>4337</value>
		<shrsOrPrnAmt>
			<sshPrnamt>82687</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>82687</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>FRONTDOOR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>35905A109</cusip>
		<value>2048</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46206</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46206</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES GOLD TRUST</nameOfIssuer>
		<titleOfClass>ISHARES</titleOfClass>
		<cusip>464285105</cusip>
		<value>30636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1803196</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1803196</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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</SEC-DOCUMENT>