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
ACCENTURE PLC SHS CLASS A G1151C101 25,787 208,500 SH   SOLE   208,500 0 0
ACUITY BRANDS INC COM 00508Y102 82,857 407,600 SH   SOLE   407,600 0 0
ALPHABET INC CAP STK CL A 02079K305 67,867 73,000 SH   SOLE   73,000 0 0
ALTRIA GROUP INC COM 02209S103 24,895 334,300 SH   SOLE   334,300 0 0
AMAZON.COM INC COM 023135106 88,088 91,000 SH   SOLE   91,000 0 0
AMETEK INC COM 031100100 72,369 1,194,800 SH   SOLE   1,194,800 0 0
CITIGROUP INC COM NEW 172967424 68,753 1,028,000 SH   SOLE   1,028,000 0 0
GENERAL MILLS INC COM 370334104 23,229 419,300 SH   SOLE   419,300 0 0
HARLEY-DAVIDSON INC COM 412822108 88,128 1,631,400 SH   SOLE   1,631,400 0 0
INGREDION INC COM 457187102 91,231 765,300 SH   SOLE   765,300 0 0
INTUITIVE SURGICAL I COM NEW 46120E602 67,814 72,500 SH   SOLE   72,500 0 0
JOHNSON & JOHNSON COM 478160104 25,730 194,500 SH   SOLE   194,500 0 0
KELLOGG CO COM 487836108 23,450 337,600 SH   SOLE   337,600 0 0
MICROSOFT CORP COM 594918104 24,870 360,800 SH   SOLE   360,800 0 0
MONDELEZ INTERNATION CL A 609207105 23,297 539,400 SH   SOLE   539,400 0 0
MOODY'S CORP COM 615369105 26,186 215,200 SH   SOLE   215,200 0 0
NIKE INC CL B 654106103 98,908 1,676,400 SH   SOLE   1,676,400 0 0
ORACLE CORP COM 68389X105 27,326 545,000 SH   SOLE   545,000 0 0
PEPSICO INC COM 713448108 24,599 213,000 SH   SOLE   213,000 0 0
PFIZER INC COM 717081103 24,262 722,300 SH   SOLE   722,300 0 0
PHILIP MORRIS INTERN COM 718172109 26,990 229,800 SH   SOLE   229,800 0 0
PROCTER & GAMBLE CO/ COM 742718109 23,286 267,200 SH   SOLE   267,200 0 0
QUINTILES IMS HOLDIN COM 74876Y101 0 1 SH   SOLE   1 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 66,274 1,895,700 SH   SOLE   1,895,700 0 0
THERMO FISHER SCIENT COM 883556102 69,352 397,500 SH   SOLE   397,500 0 0
TIME WARNER INC COM NEW 887317303 24,470 243,700 SH   SOLE   243,700 0 0
TWENTY-FIRST CENTURY CL A 90130A101 25,676 906,000 SH   SOLE   906,000 0 0
VISA INC COM CL A 92826C839 65,177 695,000 SH   SOLE   695,000 0 0