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
ABBOTT LABORATORIES COM 002824100 24,255 425,000 SH   SOLE   425,000 0 0
ACCENTURE PLC SHS CLASS A G1151C101 24,265 158,500 SH   SOLE   158,500 0 0
ACUITY BRANDS INC COM 00508Y102 44,337 251,914 SH   SOLE   251,914 0 0
ALPHABET INC CAP STK CL A 02079K305 124,236 117,938 SH   SOLE   117,938 0 0
ALTRIA GROUP INC COM 02209S103 23,730 332,300 SH   SOLE   332,300 0 0
AMAZON.COM INC COM 023135106 150,745 128,900 SH   SOLE   128,900 0 0
AMETEK INC COM 031100100 127,167 1,754,759 SH   SOLE   1,754,759 0 0
AUTOMATIC DATA PROCE COM 053015103 22,500 192,000 SH   SOLE   192,000 0 0
CHECK POINT SOFTWARE ORD M22465104 22,703 219,100 SH   SOLE   219,100 0 0
CHEVRON CORP COM 166764100 154,413 1,233,432 SH   SOLE   1,233,432 0 0
CITIGROUP INC COM NEW 172967424 158,038 2,123,877 SH   SOLE   2,123,877 0 0
COLGATE-PALMOLIVE CO COM 194162103 23,239 308,000 SH   SOLE   308,000 0 0
FACEBOOK INC CL A 30303M102 138,677 785,883 SH   SOLE   785,883 0 0
FLIR SYSTEMS INC COM 302445101 131,196 2,814,152 SH   SOLE   2,814,152 0 0
HARLEY-DAVIDSON INC COM 412822108 129,804 2,551,177 SH   SOLE   2,551,177 0 0
INGREDION INC COM 457187102 117,150 837,983 SH   SOLE   837,983 0 0
INTUIT INC COM 461202103 23,983 152,000 SH   SOLE   152,000 0 0
INTUITIVE SURGICAL I COM NEW 46120E602 106,853 292,796 SH   SOLE   292,796 0 0
IQVIA HOLDINGS INC COM 46266C105 0 1 SH   SOLE   1 0 0
JOHNSON & JOHNSON COM 478160104 22,565 161,500 SH   SOLE   161,500 0 0
MEDTRONIC PLC SHS G5960L103 22,852 283,000 SH   SOLE   283,000 0 0
MICROSOFT CORP COM 594918104 111,166 1,299,571 SH   SOLE   1,299,571 0 0
MONDELEZ INTERNATION CL A 609207105 23,086 539,400 SH   SOLE   539,400 0 0
MOODY'S CORP COM 615369105 22,466 152,200 SH   SOLE   152,200 0 0
NIKE INC CL B 654106103 176,547 2,822,500 SH   SOLE   2,822,500 0 0
ORACLE CORP COM 68389X105 23,120 489,000 SH   SOLE   489,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 24,074 327,000 SH   SOLE   327,000 0 0
PEPSICO INC COM 713448108 24,584 205,000 SH   SOLE   205,000 0 0
PHILIP MORRIS INTERN COM 718172109 22,799 215,800 SH   SOLE   215,800 0 0
PROCTER & GAMBLE CO/ COM 742718109 23,540 256,200 SH   SOLE   256,200 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 119,857 3,022,881 SH   SOLE   3,022,881 0 0
TEXAS INSTRUMENTS IN COM 882508104 133,788 1,281,007 SH   SOLE   1,281,007 0 0
THERMO FISHER SCIENT COM 883556102 144,347 760,199 SH   SOLE   760,199 0 0
TIME WARNER INC COM NEW 887317303 23,023 251,700 SH   SOLE   251,700 0 0
UNITEDHEALTH GROUP I COM 91324P102 131,486 596,417 SH   SOLE   596,417 0 0
VERISIGN INC COM 92343E102 23,231 203,000 SH   SOLE   203,000 0 0
VISA INC COM CL A 92826C839 110,599 787,300 SH   SOLE   787,300 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 24,082 224,000 SH   SOLE   224,000 0 0