The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alibaba Group Holding Ltd SPN ADS 8 ORD SHS 01609W102   24,309,320 238,000 SH   SOLE   238,000 0 0
Becton Dickinson and Co Common 075887109   36,148,062 146,100 SH   SOLE   146,100 0 0
Charter Communications Inc CL A 16119P108   46,070,149 128,900 SH   SOLE   128,900 0 0
Ecolab Inc Common 278865100   23,768,891 143,610 SH   SOLE   143,610 0 0
Fastenal Co Common 311900104   48,531,020 900,056 SH   SOLE   900,056 0 0
Fortis Inc Common 349553107   18,261,957 431,700 SH   SOLE   431,700 0 0
Microsoft Corp Common 594918104   82,291,710 285,517 SH   SOLE   285,517 0 0
Moody's Corp Common 615369105   32,421,606 106,050 SH   SOLE   106,050 0 0
Oracle Corp Common 68389X105   86,712,815 933,500 SH   SOLE   933,500 0 0
Philip Morris International Inc Common 718172109   61,801,024 635,813 SH   SOLE   635,813 0 0
Texas Instruments Inc Common 882508104   75,985,085 408,500 SH   SOLE   408,500 0 0
Thermo Fisher Scientific Inc Common 883556102   57,754,795 100,267 SH   SOLE   100,267 0 0
Watsco Inc Common 942622200   87,049,623 273,784 SH   SOLE   273,784 0 0