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 101 16,099 SH   SOLE   16,099 0 0
AIR PRODS & CHEMS INC COM 009158106 27,686 194,150 SH   SOLE   194,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,903 374,515 SH   SOLE   374,515 0 0
ALLERGAN PLC SHS G0177J108 15,702 67,680 SH   SOLE   67,680 0 0
ALPHABET INC CAP STK CL C 02079K107 35,134 50,564 SH   SOLE   50,564 0 0
ALPHABET INC CAP STK CL A 02079K305 36,238 51,305 SH   SOLE   51,305 0 0
ALTRIA GROUP INC COM 02209S103 51,312 741,141 SH   SOLE   741,141 0 0
AMAZON COM INC COM 023135106 47,418 66,000 SH   SOLE   66,000 0 0
AMBEV SA SPONSORED ADR 02319V103 2,075 349,780 SH   SOLE   349,780 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,747 223,206 SH   SOLE   223,206 0 0
AMGEN INC COM 031162100 19,658 128,690 SH   SOLE   128,690 0 0
AMPHENOL CORP NEW CL A 032095101 30,488 529,698 SH   SOLE   529,698 0 0
APPLE INC COM 037833100 92,795 966,825 SH   SOLE   966,825 0 0
AT&T INC COM 00206R102 65,365 1,506,750 SH   SOLE   1,506,750 0 0
AUTOZONE INC COM 053332102 27,050 33,940 SH   SOLE   33,940 0 0
AVERY DENNISON CORP COM 053611109 24,986 332,940 SH   SOLE   332,940 0 0
BAIDU INC SPON ADR REP A 056752108 23,008 138,767 SH   SOLE   138,767 0 0
BANK NEW YORK MELLON CORP COM 064058100 36,838 944,460 SH   SOLE   944,460 0 0
BCE INC COM NEW 05534B760 7,704 163,000 SH   SOLE   163,000 0 0
BECTON DICKINSON & CO COM 075887109 37,734 221,620 SH   SOLE   221,620 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 37,953 513,980 SH   SOLE   513,980 0 0
BROADCOM LTD SHS Y09827109 42,347 271,430 SH   SOLE   271,430 0 0
CANADIAN NATL RY CO COM 136375102 8,149 138,180 SH   SOLE   138,180 0 0
CELGENE CORP COM 151020104 13,310 134,420 SH   SOLE   134,420 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 908 146,549 SH   SOLE   146,549 0 0
CHEVRON CORP NEW COM 166764100 66,093 627,990 SH   SOLE   627,990 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 11,423 107,013 SH   SOLE   107,013 0 0
CHUBB LIMITED COM H1467J104 34,886 265,840 SH   SOLE   265,840 0 0
CINTAS CORP COM 172908105 17,928 181,970 SH   SOLE   181,970 0 0
CISCO SYS INC COM 17275R102 49,978 1,735,110 SH   SOLE   1,735,110 0 0
CITIGROUP INC COM NEW 172967424 43,521 1,022,620 SH   SOLE   1,022,620 0 0
CME GROUP INC COM 12572Q105 38,566 394,390 SH   SOLE   394,390 0 0
COCA COLA CO COM 191216100 55,238 1,213,770 SH   SOLE   1,213,770 0 0
COMCAST CORP NEW CL A 20030N101 20,796 317,750 SH   SOLE   317,750 0 0
CONCHO RES INC COM 20605P101 37,405 312,380 SH   SOLE   312,380 0 0
CONSTELLATION BRANDS INC CL A 21036P108 38,314 230,730 SH   SOLE   230,730 0 0
COPART INC COM 217204106 12,096 245,838 SH   SOLE   245,838 0 0
CREDICORP LTD COM G2519Y108 2,813 18,155 SH   SOLE   18,155 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 37,628 369,512 SH   SOLE   369,512 0 0
DANAHER CORP DEL COM 235851102 43,749 431,450 SH   SOLE   431,450 0 0
DIAMONDBACK ENERGY INC COM 25278X109 25,670 280,331 SH   SOLE   280,331 0 0
DISNEY WALT CO COM DISNEY 254687106 25,669 261,370 SH   SOLE   261,370 0 0
DOLLAR GEN CORP NEW COM 256677105 32,157 340,740 SH   SOLE   340,740 0 0
DOW CHEM CO COM 260543103 38,921 779,870 SH   SOLE   779,870 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 24,030 240,000 SH   SOLE   240,000 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 1,548 55,600 SH   SOLE   55,600 0 0
ENBRIDGE INC COM 29250N105 9,959 235,390 SH   SOLE   235,390 0 0
ENDESA AMERS SA SPON ADR 29261D104 768 55,600 SH   SOLE   55,600 0 0
EVERSOURCE ENERGY COM 30040W108 19,813 329,466 SH   SOLE   329,466 0 0
EXXON MOBIL CORP COM 30231G102 91,568 972,970 SH   SOLE   972,970 0 0
FACEBOOK INC CL A 30303M102 67,593 589,130 SH   SOLE   589,130 0 0
FISERV INC COM 337738108 31,239 286,170 SH   SOLE   286,170 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,139 66,110 SH   SOLE   66,110 0 0
FRANCO NEVADA CORP COM 351858105 7,895 103,960 SH   SOLE   103,960 0 0
GENERAL ELECTRIC CO COM 369604103 50,321 1,592,190 SH   SOLE   1,592,190 0 0
GRACO INC COM 384109104 14,566 183,670 SH   SOLE   183,670 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,805 107,312 SH   SOLE   107,312 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6,040 346,381 SH   SOLE   346,381 0 0
HOME DEPOT INC COM 437076102 57,320 447,130 SH   SOLE   447,130 0 0
HONEYWELL INTL INC COM 438516106 46,904 401,640 SH   SOLE   401,640 0 0
ILLINOIS TOOL WKS INC COM 452308109 36,524 349,270 SH   SOLE   349,270 0 0
INGERSOLL-RAND PLC SHS G47791101 33,041 516,810 SH   SOLE   516,810 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 23,878 477,497 SH   SOLE   477,497 0 0
JOHNSON & JOHNSON COM 478160104 90,653 744,394 SH   SOLE   744,394 0 0
JPMORGAN CHASE & CO COM 46625H100 69,856 1,119,730 SH   SOLE   1,119,730 0 0
KRAFT HEINZ CO COM 500754106 25,161 283,250 SH   SOLE   283,250 0 0
LEAR CORP COM NEW 521865204 14,846 145,315 SH   SOLE   145,315 0 0
MARTIN MARIETTA MATLS INC COM 573284106 19,721 102,310 SH   SOLE   102,310 0 0
MASCO CORP COM 574599106 32,702 1,052,770 SH   SOLE   1,052,770 0 0
MATTEL INC COM 577081102 17,537 558,240 SH   SOLE   558,240 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 15,875 443,051 SH   SOLE   443,051 0 0
MCDONALDS CORP COM 580135101 48,318 399,929 SH   SOLE   399,929 0 0
MEDTRONIC PLC SHS G5960L103 46,846 537,750 SH   SOLE   537,750 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 36,448 715,210 SH   SOLE   715,210 0 0
MICROSOFT CORP COM 594918104 69,124 1,345,539 SH   SOLE   1,345,539 0 0
MID-AMER APT CMNTYS INC COM 59522J103 17,549 164,280 SH   SOLE   164,280 0 0
MOHAWK INDS INC COM 608190104 17,946 94,200 SH   SOLE   94,200 0 0
NETEASE INC SPONSORED ADR 64110W102 5,793 29,863 SH   SOLE   29,863 0 0
NIKE INC CL B 654106103 12,627 227,840 SH   SOLE   227,840 0 0
NORFOLK SOUTHERN CORP COM 655844108 27,348 319,985 SH   SOLE   319,985 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,714 199,790 SH   SOLE   199,790 0 0
PEPSICO INC COM 713448108 26,439 248,582 SH   SOLE   248,582 0 0
PFIZER INC COM 717081103 37,309 1,055,441 SH   SOLE   1,055,441 0 0
PHILIP MORRIS INTL INC COM 718172109 58,618 573,990 SH   SOLE   573,990 0 0
PIONEER NAT RES CO COM 723787107 26,395 173,870 SH   SOLE   173,870 0 0
PPG INDS INC COM 693506107 20,163 192,836 SH   SOLE   192,836 0 0
PRIMERICA INC COM 74164M108 15,575 271,021 SH   SOLE   271,021 0 0
PUBLIC STORAGE COM 74460D109 21,745 84,743 SH   SOLE   84,743 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 4,679 100,000 SH   SOLE   100,000 0 0
RANGE RES CORP COM 75281A109 23,916 552,200 SH   SOLE   552,200 0 0
REGENERON PHARMACEUTICALS COM 75886F107 15,933 45,444 SH   SOLE   45,444 0 0
SALESFORCE COM INC COM 79466L302 30,665 384,640 SH   SOLE   384,640 0 0
SCHEIN HENRY INC COM 806407102 25,697 144,770 SH   SOLE   144,770 0 0
SCHLUMBERGER LTD COM 806857108 17,549 221,033 SH   SOLE   221,033 0 0
SOUTHERN CO COM 842587107 42,096 781,840 SH   SOLE   781,840 0 0
STANLEY BLACK & DECKER INC COM 854502101 25,594 229,209 SH   SOLE   229,209 0 0
STARBUCKS CORP COM 855244109 29,765 519,030 SH   SOLE   519,030 0 0
STEEL DYNAMICS INC COM 858119100 15,040 611,470 SH   SOLE   611,470 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,495 270,500 SH   SOLE   270,500 0 0
SYSCO CORP COM 871829107 30,074 590,370 SH   SOLE   590,370 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,044 76,442 SH   SOLE   76,442 0 0
TRACTOR SUPPLY CO COM 892356106 17,737 193,760 SH   SOLE   193,760 0 0
TRANSDIGM GROUP INC COM 893641100 24,298 91,784 SH   SOLE   91,784 0 0
UBS GROUP AG SHS H42097107 19,255 1,486,377 SH   SOLE   1,486,377 0 0
UNITED PARCEL SERVICE INC CL B 911312106 45,757 423,100 SH   SOLE   423,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 55,426 390,988 SH   SOLE   390,988 0 0
VALMONT INDS INC COM 920253101 15,849 116,706 SH   SOLE   116,706 0 0
VCA INC COM 918194101 14,379 211,840 SH   SOLE   211,840 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 39,766 709,329 SH   SOLE   709,329 0 0
VISA INC COM CL A 92826C839 40,429 542,937 SH   SOLE   542,937 0 0
WELLS FARGO & CO NEW COM 949746101 52,669 1,108,410 SH   SOLE   1,108,410 0 0
WEYERHAEUSER CO COM 962166104 15,305 512,080 SH   SOLE   512,080 0 0
YANDEX N V SHS CLASS A N97284108 923 42,093 SH   SOLE   42,093 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 35,083 290,288 SH   SOLE   290,288 0 0