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
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERDEEN CHILE FD INC COM 00301W105 97 16,099 SH   SOLE   16,099 0 0
AGRIUM INC COM 008916108 2,351 26,520 SH   SOLE   26,520 0 0
AIR PRODS & CHEMS INC COM 009158106 27,971 194,150 SH   SOLE   194,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,270 231,151 SH   SOLE   231,151 0 0
ALLERGAN PLC SHS G0177J108 18,143 67,680 SH   SOLE   67,680 0 0
ALPHABET INC CAP STK CL A 02079K305 72,413 94,905 SH   SOLE   94,905 0 0
ALPHABET INC CAP STK CL C 02079K107 37,673 50,564 SH   SOLE   50,564 0 0
ALTRIA GROUP INC COM 02209S103 46,446 741,141 SH   SOLE   741,141 0 0
AMAZON COM INC COM 023135106 39,186 66,000 SH   SOLE   66,000 0 0
AMBEV SA SPONSORED ADR 02319V103 1,812 349,780 SH   SOLE   349,780 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,467 223,206 SH   SOLE   223,206 0 0
AMGEN INC COM 031162100 19,297 128,690 SH   SOLE   128,690 0 0
AMPHENOL CORP NEW CL A 032095101 30,631 529,698 SH   SOLE   529,698 0 0
APPLE INC COM 037833100 121,163 1,111,535 SH   SOLE   1,111,535 0 0
AT&T INC COM 00206R102 73,993 1,888,750 SH   SOLE   1,888,750 0 0
AUTOZONE INC COM 053332102 24,207 30,380 SH   SOLE   30,380 0 0
AVERY DENNISON CORP COM 053611109 24,012 332,940 SH   SOLE   332,940 0 0
BAIDU INC SPON ADR REP A 056752108 15,026 78,709 SH   SOLE   78,709 0 0
BANK NEW YORK MELLON CORP COM 064058100 29,279 794,870 SH   SOLE   794,870 0 0
BCE INC COM NEW 05534B760 7,460 163,000 SH   SOLE   163,000 0 0
BECTON DICKINSON & CO COM 075887109 37,231 245,200 SH   SOLE   245,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 18,090 283,150 SH   SOLE   283,150 0 0
BROADCOM LTD SHS Y09827109 41,942 271,430 SH   SOLE   271,430 0 0
CANADIAN NATL RY CO COM 136375102 8,672 138,180 SH   SOLE   138,180 0 0
CELGENE CORP COM 151020104 13,456 134,420 SH   SOLE   134,420 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,026 140,914 SH   SOLE   140,914 0 0
CHEVRON CORP NEW COM 166764100 46,115 483,320 SH   SOLE   483,320 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 12,253 107,013 SH   SOLE   107,013 0 0
CINTAS CORP COM 172908105 23,854 265,570 SH   SOLE   265,570 0 0
CISCO SYS INC COM 17275R102 49,405 1,735,110 SH   SOLE   1,735,110 0 0
CITIGROUP INC COM NEW 172967424 54,476 1,304,630 SH   SOLE   1,304,630 0 0
CME GROUP INC COM 12572Q105 37,886 394,390 SH   SOLE   394,390 0 0
COCA COLA CO COM 191216100 56,315 1,213,770 SH   SOLE   1,213,770 0 0
CONCHO RES INC COM 20605P101 27,121 268,380 SH   SOLE   268,380 0 0
CONSTELLATION BRANDS INC CL A 21036P108 34,866 230,730 SH   SOLE   230,730 0 0
CREDICORP LTD COM G2519Y108 2,379 18,155 SH   SOLE   18,155 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 34,736 401,522 SH   SOLE   401,522 0 0
DANAHER CORP DEL COM 235851102 40,933 431,450 SH   SOLE   431,450 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 7,879 462,412 SH   SOLE   462,412 0 0
DIAMONDBACK ENERGY INC COM 25278X109 21,639 280,331 SH   SOLE   280,331 0 0
DISNEY WALT CO COM DISNEY 254687106 25,960 261,370 SH   SOLE   261,370 0 0
DOLLAR GEN CORP NEW COM 256677105 22,944 268,000 SH   SOLE   268,000 0 0
DOW CHEM CO COM 260543103 39,670 779,870 SH   SOLE   779,870 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 21,173 240,000 SH   SOLE   240,000 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 2,314 55,600 SH   SOLE   55,600 0 0
ENBRIDGE INC COM 29250N105 7,740 197,990 SH   SOLE   197,990 0 0
EVERSOURCE ENERGY COM 30040W108 19,224 329,466 SH   SOLE   329,466 0 0
EXXON MOBIL CORP COM 30231G102 74,290 888,620 SH   SOLE   888,620 0 0
FACEBOOK INC CL A 30303M102 67,229 589,130 SH   SOLE   589,130 0 0
FASTENAL CO COM 311900104 25,642 523,239 SH   SOLE   523,239 0 0
FISERV INC COM 337738108 29,359 286,170 SH   SOLE   286,170 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,368 66,110 SH   SOLE   66,110 0 0
FRANCO NEVADA CORP COM 351858105 6,412 103,960 SH   SOLE   103,960 0 0
GENERAL ELECTRIC CO COM 369604103 52,994 1,666,780 SH   SOLE   1,666,780 0 0
GILEAD SCIENCES INC COM 375558103 22,831 248,510 SH   SOLE   248,510 0 0
GRACO INC COM 384109104 7,718 91,910 SH   SOLE   91,910 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,947 107,312 SH   SOLE   107,312 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 4,474 212,511 SH   SOLE   212,511 0 0
HOME DEPOT INC COM 437076102 59,669 447,130 SH   SOLE   447,130 0 0
HONEYWELL INTL INC COM 438516106 52,800 471,150 SH   SOLE   471,150 0 0
ILLINOIS TOOL WKS INC COM 452308109 29,777 290,640 SH   SOLE   290,640 0 0
INGERSOLL-RAND PLC SHS G47791101 27,981 451,170 SH   SOLE   451,170 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 16,721 383,897 SH   SOLE   383,897 0 0
JD COM INC SPON ADR CL A 47215P106 5,975 225,428 SH   SOLE   225,428 0 0
JOHNSON & JOHNSON COM 478160104 51,021 471,481 SH   SOLE   471,481 0 0
JPMORGAN CHASE & CO COM 46625H100 59,271 1,000,730 SH   SOLE   1,000,730 0 0
JUNIPER NETWORKS INC COM 48203R104 20,558 805,760 SH   SOLE   805,760 0 0
LEAR CORP COM NEW 521865204 24,099 216,743 SH   SOLE   216,743 0 0
LILLY ELI & CO COM 532457108 12,174 169,030 SH   SOLE   169,030 0 0
MARTIN MARIETTA MATLS INC COM 573284106 27,298 171,110 SH   SOLE   171,110 0 0
MASCO CORP COM 574599106 35,631 1,132,770 SH   SOLE   1,132,770 0 0
MATTEL INC COM 577081102 24,825 738,310 SH   SOLE   738,310 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 19,808 538,471 SH   SOLE   538,471 0 0
MCDONALDS CORP COM 580135101 50,270 399,929 SH   SOLE   399,929 0 0
MEDTRONIC PLC SHS G5960L103 40,337 537,750 SH   SOLE   537,750 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 34,478 715,210 SH   SOLE   715,210 0 0
MICROSOFT CORP COM 594918104 77,255 1,398,589 SH   SOLE   1,398,589 0 0
MID-AMER APT CMNTYS INC COM 59522J103 16,793 164,280 SH   SOLE   164,280 0 0
MOHAWK INDS INC COM 608190104 17,985 94,200 SH   SOLE   94,200 0 0
NIKE INC CL B 654106103 14,007 227,840 SH   SOLE   227,840 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,341 226,210 SH   SOLE   226,210 0 0
PEPSICO INC COM 713448108 25,478 248,582 SH   SOLE   248,582 0 0
PFIZER INC COM 717081103 31,288 1,055,441 SH   SOLE   1,055,441 0 0
PHILIP MORRIS INTL INC COM 718172109 72,376 737,600 SH   SOLE   737,600 0 0
PINNACLE WEST CAP CORP COM 723484101 19,967 265,940 SH   SOLE   265,940 0 0
PPG INDS INC COM 693506107 30,426 272,862 SH   SOLE   272,862 0 0
PROCTER & GAMBLE CO COM 742718109 38,424 466,750 SH   SOLE   466,750 0 0
PUBLIC STORAGE COM 74460D109 23,378 84,743 SH   SOLE   84,743 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 28,668 608,059 SH   SOLE   608,059 0 0
REGENERON PHARMACEUTICALS COM 75886F107 16,382 45,444 SH   SOLE   45,444 0 0
SALESFORCE COM INC COM 79466L302 31,644 428,540 SH   SOLE   428,540 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 15,003 463,270 SH   SOLE   463,270 0 0
SCHEIN HENRY INC COM 806407102 24,995 144,770 SH   SOLE   144,770 0 0
SCHLUMBERGER LTD COM 806857108 16,303 221,033 SH   SOLE   221,033 0 0
SNAP ON INC COM 833034101 16,930 107,825 SH   SOLE   107,825 0 0
SOUTHERN CO COM 842587107 31,164 602,360 SH   SOLE   602,360 0 0
STARBUCKS CORP COM 855244109 38,139 638,750 SH   SOLE   638,750 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,780 170,900 SH   SOLE   170,900 0 0
SYSCO CORP COM 871829107 27,592 590,370 SH   SOLE   590,370 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 955 76,442 SH   SOLE   76,442 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 458 41,424 SH   SOLE   41,424 0 0
TRACTOR SUPPLY CO COM 892356106 17,530 193,760 SH   SOLE   193,760 0 0
TRANSDIGM GROUP INC COM 893641100 15,098 68,514 SH   SOLE   68,514 0 0
TRIMBLE NAVIGATION LTD COM 896239100 15,035 606,153 SH   SOLE   606,153 0 0
UBS GROUP AG SHS H42097107 24,088 1,489,032 SH   SOLE   1,489,032 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 5,813 30,000 SH   SOLE   30,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 7,741 40,000 SH   SOLE   40,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 35,700 338,440 SH   SOLE   338,440 0 0
UNITEDHEALTH GROUP INC COM 91324P102 43,771 339,528 SH   SOLE   339,528 0 0
VCA INC COM 918194101 12,223 211,840 SH   SOLE   211,840 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 38,366 709,329 SH   SOLE   709,329 0 0
VISA INC COM CL A 92826C839 41,530 542,937 SH   SOLE   542,937 0 0
WABTEC CORP COM 929740108 15,950 201,130 SH   SOLE   201,130 0 0
WELLS FARGO & CO NEW COM 949746101 66,568 1,376,320 SH   SOLE   1,376,320 0 0
YANDEX N V SHS CLASS A N97284108 645 42,093 SH   SOLE   42,093 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 30,958 290,288 SH   SOLE   290,288 0 0