The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Moodys Corp | COM | 615369105 | 67,323 | 189,585 | SH | SOLE | 72,598 | 0 | 116,987 | ||
Microsoft Corp | COM | 594918104 | 66,702 | 236,601 | SH | SOLE | 91,684 | 0 | 144,917 | ||
MSCI Inc. | COM | 55354G100 | 65,859 | 108,259 | SH | SOLE | 41,877 | 0 | 66,382 | ||
Mastercard Incorporated | CL A | 57636Q104 | 60,461 | 173,898 | SH | SOLE | 57,685 | 0 | 116,213 | ||
Alphabet Inc | CAP STK CL C | 02079K107 | 56,862 | 21,334 | SH | SOLE | 9,564 | 0 | 11,770 | ||
Nike Inc | CL B | 654106103 | 48,176 | 331,721 | SH | SOLE | 121,659 | 0 | 210,062 | ||
AON Plc | SHS CL A | G0403H108 | 47,325 | 165,604 | SH | SOLE | 66,807 | 0 | 98,797 | ||
Facebook Inc | CL A | 30303M102 | 44,555 | 131,281 | SH | SOLE | 50,331 | 0 | 80,950 | ||
Copart Inc | COM | 217204106 | 43,671 | 314,814 | SH | SOLE | 120,695 | 0 | 194,119 | ||
CBRE Group Inc | CL A | 12504L109 | 42,451 | 436,022 | SH | SOLE | 165,570 | 0 | 270,452 | ||
Verisk Analytics Inc | COM | 92345Y106 | 41,965 | 209,542 | SH | SOLE | 85,668 | 0 | 123,874 | ||
Amazon Com Inc | COM | 023135106 | 36,112 | 10,993 | SH | SOLE | 8,080 | 0 | 2,913 | ||
Marsh & McLennan Cos Inc | COM | 571748102 | 34,861 | 230,210 | SH | SOLE | 100,424 | 0 | 129,786 | ||
Progressive Corp | COM | 743315103 | 34,007 | 376,228 | SH | SOLE | 168,897 | 0 | 207,331 | ||
CoStar Group Inc | COM | 22160N109 | 30,351 | 352,673 | SH | SOLE | 159,944 | 0 | 192,729 | ||
Intuit | COM | 461202103 | 29,381 | 54,459 | SH | SOLE | 17,911 | 0 | 36,548 | ||
Lauder Estee Cos Inc | CL A | 518439104 | 27,973 | 93,263 | SH | SOLE | 39,548 | 0 | 53,715 | ||
Adobe Systems Incorporated | COM | 00724F101 | 25,182 | 43,740 | SH | SOLE | 12,828 | 0 | 30,912 | ||
Schwab Charles Corp | COM | 808513105 | 24,676 | 338,769 | SH | SOLE | 75,044 | 0 | 263,725 | ||
Wells Fargo Co New | COM | 949746101 | 24,174 | 520,873 | SH | SOLE | 144,300 | 0 | 376,573 | ||
Pepsico Inc | COM | 713448108 | 22,395 | 148,896 | SH | SOLE | 56,870 | 0 | 92,026 | ||
Procter and Gamble Co | COM | 742718109 | 20,330 | 145,419 | SH | SOLE | 60,754 | 0 | 84,665 | ||
S&P Global Inc | COM | 78409V104 | 19,040 | 44,812 | SH | SOLE | 19,003 | 0 | 25,809 | ||
Booking Holdings Inc | COM | 09857L108 | 17,814 | 7,504 | SH | SOLE | 3,294 | 0 | 4,210 | ||
Unilever PLC | SPON ADR NEW | 904767704 | 17,735 | 327,088 | SH | SOLE | 143,369 | 0 | 183,719 | ||
Colgate Palmolive Co | COM | 194162103 | 16,371 | 216,611 | SH | SOLE | 99,311 | 0 | 117,300 | ||
Apple Inc | COM | 037833100 | 16,022 | 113,232 | SH | SOLE | 41,807 | 0 | 71,425 | ||
JPMorgan Chase & Co | COM | 46625H100 | 12,611 | 77,042 | SH | SOLE | 35,532 | 0 | 41,510 | ||
HDFC Bank LTD | SPONSORED ADS | 40415F101 | 9,947 | 136,095 | SH | SOLE | 69,216 | 0 | 66,879 | ||
Visa Inc | COM CL A | 92826C839 | 9,346 | 41,956 | SH | SOLE | 13,925 | 0 | 28,031 | ||
BK of America Corp | COM | 060505104 | 9,214 | 217,047 | SH | SOLE | 127,297 | 0 | 89,750 | ||
Berkshire Hathaway Inc Del | CL B NEW | 084670702 | 7,397 | 27,100 | SH | SOLE | 0 | 0 | 27,100 | ||
Ferrari N V | COM | N3167Y103 | 7,191 | 34,385 | SH | SOLE | 22,928 | 0 | 11,457 | ||
Coca Cola Co | COM | 191216100 | 4,928 | 93,920 | SH | SOLE | 0 | 0 | 93,920 | ||
Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 4,338 | 29,304 | SH | SOLE | 17,184 | 0 | 12,120 | ||
Berkshire Hathaway Inc Del | CL A | 084670108 | 2,880 | 7 | SH | SOLE | 0 | 0 | 7 | ||
Equifax Inc | COM | 294429105 | 2,788 | 11,000 | SH | SOLE | 0 | 0 | 11,000 | ||
PayPal Holdings Inc | COM | 70450Y103 | 1,947 | 7,482 | SH | SOLE | 4,876 | 0 | 2,606 | ||
Stryker Corporation | COM | 863667101 | 1,837 | 6,964 | SH | SOLE | 0 | 0 | 6,964 | ||
Johnson & Johnson | COM | 478160104 | 1,367 | 8,465 | SH | SOLE | 0 | 0 | 8,465 | ||
Becton Dickinson & Co | COM | 075887109 | 1,073 | 4,364 | SH | SOLE | 0 | 0 | 4,364 | ||
Fair Isaac Corp | COM | 303250104 | 306 | 769 | SH | SOLE | 0 | 0 | 769 | ||
US Bancorp Del | COM NEW | 902973304 | 300 | 5,052 | SH | SOLE | 0 | 0 | 5,052 | ||
Sysco Corp | COM | 871829107 | 275 | 3,500 | SH | SOLE | 0 | 0 | 3,500 | ||
Globe Life Inc | COM | 37959E102 | 200 | 2,250 | SH | SOLE | 0 | 0 | 2,250 |