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
3M CO COM 88579Y101 23,719 113,000 SH   SOLE   113,000 0 0
ABBOTT LABORATORIES COM 002824100 25,986 487,000 SH   SOLE   487,000 0 0
ACCENTURE PLC SHS CLASS A G1151C101 25,866 191,500 SH   SOLE   191,500 0 0
ACUITY BRANDS INC COM 00508Y102 69,814 407,600 SH   SOLE   407,600 0 0
ALPHABET INC CAP STK CL A 02079K305 114,996 118,100 SH   SOLE   118,100 0 0
ALTRIA GROUP INC COM 02209S103 24,182 381,300 SH   SOLE   381,300 0 0
AMAZON.COM INC COM 023135106 87,483 91,000 SH   SOLE   91,000 0 0
AMERICAN INTERNATION COM NEW 026874784 19,817 322,800 SH   SOLE   322,800 0 0
AMETEK INC COM 031100100 78,905 1,194,800 SH   SOLE   1,194,800 0 0
AON PLC SHS CL A G0408V102 9,570 65,500 SH   SOLE   65,500 0 0
AUTOMATIC DATA PROCE COM 053015103 25,253 231,000 SH   SOLE   231,000 0 0
BAIDU INC SPON ADR REP A 056752108 13,276 53,600 SH   SOLE   53,600 0 0
BAXTER INTERNATIONAL COM 071813109 9,871 157,300 SH   SOLE   157,300 0 0
CATERPILLAR INC COM 149123101 6,535 52,400 SH   SOLE   52,400 0 0
CHARTER COMMUNICATIO CL A 16119P108 18,135 49,900 SH   SOLE   49,900 0 0
CHECK POINT SOFTWARE ORD M22465104 24,970 219,000 SH   SOLE   219,000 0 0
CHEVRON CORP COM 166764100 98,077 834,700 SH   SOLE   834,700 0 0
CITIGROUP INC COM NEW 172967424 122,160 1,679,400 SH   SOLE   1,679,400 0 0
FACEBOOK INC CL A 30303M102 80,975 473,900 SH   SOLE   473,900 0 0
FLIR SYSTEMS INC COM 302445101 82,147 2,111,200 SH   SOLE   2,111,200 0 0
GENERAL ELECTRIC CO COM 369604103 27,582 1,140,700 SH   SOLE   1,140,700 0 0
GENERAL MILLS INC COM 370334104 21,703 419,300 SH   SOLE   419,300 0 0
GENERAL MOTORS CO COM 37045V100 24,688 611,400 SH   SOLE   611,400 0 0
GRUPO TELEVISA SAB SPON ADR REP ORD 40049J206 15,499 628,235 SH   SOLE   628,235 0 0
HARLEY-DAVIDSON INC COM 412822108 78,650 1,631,400 SH   SOLE   1,631,400 0 0
HCA HEALTHCARE INC COM 40412C101 24,410 306,700 SH   SOLE   306,700 0 0
INGREDION INC COM 457187102 92,326 765,300 SH   SOLE   765,300 0 0
INTUITIVE SURGICAL I COM NEW 46120E602 92,560 88,500 SH   SOLE   88,500 0 0
JOHNSON & JOHNSON COM 478160104 23,207 178,500 SH   SOLE   178,500 0 0
JPMORGAN CHASE & CO COM 46625H100 6,036 63,200 SH   SOLE   63,200 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 15,483 473,500 SH   SOLE   473,500 0 0
MICROSOFT CORP COM 594918104 25,908 347,800 SH   SOLE   347,800 0 0
MONDELEZ INTERNATION CL A 609207105 21,932 539,400 SH   SOLE   539,400 0 0
MOODY'S CORP COM 615369105 38,018 273,100 SH   SOLE   273,100 0 0
NIKE INC CL B 654106103 101,367 1,955,000 SH   SOLE   1,955,000 0 0
ORACLE CORP COM 68389X105 39,299 812,800 SH   SOLE   812,800 0 0
PAYPAL HOLDINGS INC COM 70450Y103 24,203 378,000 SH   SOLE   378,000 0 0
PEPSICO INC COM 713448108 22,843 205,000 SH   SOLE   205,000 0 0
PHILIP MORRIS INTERN COM 718172109 22,513 202,800 SH   SOLE   202,800 0 0
PRICELINE GROUP INC/ COM NEW 741503403 6,408 3,500 SH   SOLE   3,500 0 0
PROCTER & GAMBLE CO/ COM 742718109 24,310 267,200 SH   SOLE   267,200 0 0
QUINTILES IMS HOLDIN COM 74876Y101 0 1 SH   SOLE   1 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 87,368 2,326,700 SH   SOLE   2,326,700 0 0
TEXAS INSTRUMENTS IN COM 882508104 88,699 989,500 SH   SOLE   989,500 0 0
THERMO FISHER SCIENT COM 883556102 130,529 689,898 SH   SOLE   689,898 0 0
TIME WARNER INC COM NEW 887317303 23,943 233,700 SH   SOLE   233,700 0 0
TWENTY-FIRST CENTURY CL A 90130A101 21,922 831,000 SH   SOLE   831,000 0 0
UNITEDHEALTH GROUP I COM 91324P102 79,633 406,600 SH   SOLE   406,600 0 0
VISA INC COM CL A 92826C839 25,857 245,700 SH   SOLE   245,700 0 0
WELLS FARGO & CO COM 949746101 23,202 420,700 SH   SOLE   420,700 0 0
WILLIS TOWERS WATSON SHS G96629103 22,009 142,700 SH   SOLE   142,700 0 0