<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> 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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> </infoTable> <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> </infoTable> <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> </infoTable> <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> </infoTable> <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> </infoTable> <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> </infoTable> <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> </infoTable> <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> </infoTable> <infoTable> <nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>25746U109</cusip> <value>13163</value> <shrsOrPrnAmt> <sshPrnamt>162149</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <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> </shrsOrPrnAmt> <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> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>95744</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>LILLY ELI & CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>532457108</cusip> <value>8820</value> <shrsOrPrnAmt> <sshPrnamt>53721</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>53721</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ENEL AMERICAS S A</nameOfIssuer> <titleOfClass>SPONSORED ADR</titleOfClass> <cusip>29274F104</cusip> <value>715</value> <shrsOrPrnAmt> <sshPrnamt>95268</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <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> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>14527</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> 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<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> </infoTable> <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 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<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> </infoTable> <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> </infoTable> <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> 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ATHLETICA INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>550021109</cusip> <value>1070</value> <shrsOrPrnAmt> <sshPrnamt>3429</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3429</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>M & T BK CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>55261F104</cusip> <value>2427</value> <shrsOrPrnAmt> <sshPrnamt>23346</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>23346</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MSC INDL DIRECT INC</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>553530106</cusip> <value>851</value> <shrsOrPrnAmt> <sshPrnamt>11693</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> 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<investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>51962</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <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> </infoTable> <infoTable> <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> </infoTable> <infoTable> <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> </infoTable> <infoTable> <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> </infoTable> <infoTable> <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> </infoTable> <infoTable> <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> <infoTable> <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> </infoTable> <infoTable> <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> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>