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 9,587 45,500 SH   SOLE   45,500 0 0
ACCENTURE PLC SHS CLASS A G1151C101 35,231 207,000 SH   SOLE   207,000 0 0
ALPHABET INC CAP STK CL A 02079K305 205,928 170,600 SH   SOLE   170,600 0 0
AMAZON.COM INC COM 023135106 230,345 115,000 SH   SOLE   115,000 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 183,412 3,445,000 SH   SOLE   3,445,000 0 0
AMERICAN TOWER-REITS COM 03027X100 175,813 1,210,000 SH   SOLE   1,210,000 0 0
AMETEK INC COM 031100100 195,980 2,477,000 SH   SOLE   2,477,000 0 0
AT&T INC COM 00206R102 23,163 689,796 SH   SOLE   689,796 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 17,461 115,900 SH   SOLE   115,900 0 0
BANK OF NEW YORK MELLON CORP/THE COM 064058100 124,620 2,444,000 SH   SOLE   2,444,000 0 0
BECTON DICKINSON AND CO COM 075887109 4,568 17,500 SH   SOLE   17,500 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702 1,970 9,200 SH   SOLE   9,200 0 0
BOOKING HOLDINGS INC COM 09857L108 3,770 1,900 SH   SOLE   1,900 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 6,703 50,800 SH   SOLE   50,800 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD ORD M22465104 25,781 219,100 SH   SOLE   219,100 0 0
CHEVRON CORP COM 166764100 262,780 2,149,000 SH   SOLE   2,149,000 0 0
CISCO SYSTEMS INC COM 17275R102 7,366 151,400 SH   SOLE   151,400 0 0
CITIGROUP INC COM NEW 172967424 199,796 2,785,000 SH   SOLE   2,785,000 0 0
CME GROUP INC COM CL A 12572Q105 172,308 1,012,327 SH   SOLE   1,012,327 0 0
COCA-COLA CO/THE COM 191216100 31,418 680,200 SH   SOLE   680,200 0 0
COLGATE-PALMOLIVE CO COM 194162103 26,023 388,700 SH   SOLE   388,700 0 0
DISH NETWORK CORP CL A 25470M109 3,569 99,800 SH   SOLE   99,800 0 0
ECOLAB INC COM 278865100 198,640 1,267,000 SH   SOLE   1,267,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,205 16,900 SH   SOLE   16,900 0 0
FACEBOOK INC CL A 30303M102 177,946 1,082,000 SH   SOLE   1,082,000 0 0
FLIR SYSTEMS INC COM 302445101 172,986 2,814,152 SH   SOLE   2,814,152 0 0
GENERAL MILLS INC COM 370334104 6,485 151,100 SH   SOLE   151,100 0 0
H&R BLOCK INC COM 093671105 1,658 64,400 SH   SOLE   64,400 0 0
INTUIT INC COM 461202103 18,056 79,400 SH   SOLE   79,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 188,729 328,796 SH   SOLE   328,796 0 0
JOHNSON & JOHNSON COM 478160104 43,952 318,100 SH   SOLE   318,100 0 0
KELLOGG CO COM 487836108 4,243 60,600 SH   SOLE   60,600 0 0
KEURIG DR PEPPER INC COM 49271V100 2,794 120,600 SH   SOLE   120,600 0 0
KIMBERLY-CLARK CORP COM 494368103 8,750 77,000 SH   SOLE   77,000 0 0
MCDONALD'S CORP COM 580135101 215,135 1,286,000 SH   SOLE   1,286,000 0 0
MEDTRONIC PLC SHS G5960L103 4,151 42,200 SH   SOLE   42,200 0 0
MERCK & CO INC COM 58933Y105 3,831 54,000 SH   SOLE   54,000 0 0
MICROSOFT CORP COM 594918104 313,088 2,737,500 SH   SOLE   2,737,500 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105 9,937 231,300 SH   SOLE   231,300 0 0
MOODY'S CORP COM 615369105 15,867 94,900 SH   SOLE   94,900 0 0
NIKE INC CL B 654106103 258,921 3,056,200 SH   SOLE   3,056,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 132,026 416,000 SH   SOLE   416,000 0 0
ORACLE CORP COM 68389X105 15,221 295,200 SH   SOLE   295,200 0 0
PAYPAL HOLDINGS INC COM 70450Y103 14,766 168,100 SH   SOLE   168,100 0 0
PEPSICO INC COM 713448108 16,748 149,800 SH   SOLE   149,800 0 0
PFIZER INC COM 717081103 4,301 97,600 SH   SOLE   97,600 0 0
PROCTER & GAMBLE CO/THE COM 742718109 8,123 97,600 SH   SOLE   97,600 0 0
S&P GLOBAL INC COM 78409V104 10,610 54,300 SH   SOLE   54,300 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 131,920 289,800 SH   SOLE   289,800 0 0
STRYKER CORP COM 863667101 186,564 1,050,000 SH   SOLE   1,050,000 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADR 874039100 138,927 3,146,000 SH   SOLE   3,146,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 156,751 1,461,000 SH   SOLE   1,461,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 229,191 939,000 SH   SOLE   939,000 0 0
TIFFANY & CO COM 886547108 154,764 1,200,000 SH   SOLE   1,200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 181,098 680,717 SH   SOLE   680,717 0 0
VERISIGN INC COM 92343E102 15,948 99,600 SH   SOLE   99,600 0 0
VISA INC COM CL A 92826C839 240,144 1,600,000 SH   SOLE   1,600,000 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 46,741 399,700 SH   SOLE   399,700 0 0
ZOETIS INC CL A 98978V103 6,638 72,500 SH   SOLE   72,500 0 0