UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
Alibaba Group Holding Ltd | SPN ADS 8 ORD SHS | 01609W102 | 36,754,380 | 278,000 | SH | SOLE | 278,000 | 0 | 0 | ||
Becton Dickinson and Co | Common | 075887109 | 33,458,361 | 146,100 | SH | SOLE | 146,100 | 0 | 0 | ||
Charter Communications Inc | CL A | 16119P108 | 52,090,346 | 141,400 | SH | SOLE | 141,400 | 0 | 0 | ||
Ecolab Inc | Common | 278865100 | 31,222,646 | 123,210 | SH | SOLE | 123,210 | 0 | 0 | ||
Fastenal Co | Common | 311900104 | 55,685,243 | 718,056 | SH | SOLE | 718,056 | 0 | 0 | ||
Fortis Inc | Common | 349553107 | 23,889,534 | 526,700 | SH | SOLE | 526,700 | 0 | 0 | ||
Microsoft Corp | Common | 594918104 | 94,955,877 | 253,317 | SH | SOLE | 253,317 | 0 | 0 | ||
Moody's Corp | Common | 615369105 | 49,402,332 | 106,050 | SH | SOLE | 106,050 | 0 | 0 | ||
Oracle Corp | Common | 68389X105 | 93,260,580 | 667,100 | SH | SOLE | 667,100 | 0 | 0 | ||
Philip Morris International Inc | Common | 718172109 | 116,272,399 | 732,563 | SH | SOLE | 732,563 | 0 | 0 | ||
Pool Corp | Common | 73278L105 | 41,151,535 | 129,387 | SH | SOLE | 129,387 | 0 | 0 | ||
Texas Instruments Inc | Common | 882508104 | 82,874,201 | 460,950 | SH | SOLE | 460,950 | 0 | 0 | ||
Thermo Fisher Scientific Inc | Common | 883556102 | 49,900,881 | 100,267 | SH | SOLE | 100,267 | 0 | 0 | ||
Watsco Inc | Common | 942622200 | 98,906,959 | 194,427 | SH | SOLE | 194,427 | 0 | 0 |