Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BERKSHIRE HATHAWAY INC DEL,BRKB,cl b,Buy,084670702,21141000.0,76067.0,9.998 COMCAST CORP NEW,CMCSA,cl a,Buy,20030N101,19235000.0,337331.0,9.097 CBOE GLOBAL MARKETS INC,CBOE,,Sell,12503M108,18939000.0,159085.0,8.957 DISNEY WALT CO,DIS,,Buy,254687106,16500000.0,93872.0,7.804 BOOKING HLDGS INC,BKNG,,Buy,09857L108,14308000.0,6539.0,6.767 CERNER CORP,CERN,,Buy,156782104,14245000.0,182251.0,6.737 ANHEUSER BUSCH INBEV SA/NV,BUD,sponsored adr,Sell,03524A108,13610000.0,189003.0,6.437 COCA COLA CO,KO,,Buy,191216100,9598000.0,177386.0,4.539 CONSTELLATION BRANDS INC,STZ,cl a,Buy,21036P108,8902000.0,38062.0,4.21 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,7837000.0,34557.0,3.706 HOME DEPOT INC,HD,,Sell,437076102,6568000.0,20597.0,3.106 GOOGLE INC,GOOGL,cl a,Sell,02079K305,5521000.0,2261.0,2.611 EQUIFAX INC,EFX,,Sell,294429105,5167000.0,21575.0,2.444 INTERCONTINENTAL EXCHANGE IN,ICE,,Buy,45866F104,4533000.0,38185.0,2.144 PALO ALTO NETWORKS INC,PANW,,Buy,697435105,4527000.0,12201.0,2.141 MOODYS CORP,MCO,,Sell,615369105,4296000.0,11856.0,2.032 ROYALTY PHARMA PLC,RPRX,,New,G7709Q104,4003000.0,97656.0,1.893 TENCENT MUSIC ENTMT GROUP,TME,spon ads,Buy,88034P109,3724000.0,240571.0,1.761 CME GROUP INC,CME,,Buy,12572Q105,3608000.0,16966.0,1.706 DEERE & CO,DE,,Buy,244199105,3407000.0,9659.0,1.611 ILLUMINA INC,ILMN,,Buy,452327109,2715000.0,5737.0,1.284 FACEBOOK INC,FB,cl a,Buy,30303M102,2703000.0,7774.0,1.278 MARRIOTT INTL INC NEW,MAR,cl a,New,571903202,2245000.0,16443.0,1.062 S&P GLOBAL INC,SPGI,,Buy,78409V104,2032000.0,4951.0,0.961 FUTU HLDGS LTD,FUTU,spon ads cl a,New,36118L106,1807000.0,10090.0,0.855 VISA INC,V,,Sell,92826C839,1595000.0,6820.0,0.754 MICROSOFT CORP,MSFT,,Sell,594918104,1493000.0,5512.0,0.706 BOEING CO,BA,,Buy,097023105,1466000.0,6120.0,0.693 NOVO-NORDISK A S,NVO,adr,Sell,670100205,1284000.0,15323.0,0.607 ADOBE SYSTEMS INCORPORATED,ADBE,,Buy,00724F101,1228000.0,2097.0,0.581 WASTE MGMT INC DEL,WM,,Sell,94106L109,1073000.0,7661.0,0.507 ALBEMARLE CORP,ALB,,New,012653101,534000.0,3167.0,0.253 TAIWAN SEMICONDUCTOR MFG LTD,TSM,sponsored ads,New,874039100,498000.0,4142.0,0.236 MSCI INC,MSCI,,Buy,55354G100,112000.0,211.0,0.053 INTUIT,INTU,,Buy,461202103,112000.0,228.0,0.053 APPLE INC,AAPL,,Buy,037833100,107000.0,779.0,0.051 LAUDER ESTEE COS INC,EL,cl a,Buy,518439104,102000.0,321.0,0.048 MASTERCARD INCORPORATED,MA,cl a,Buy,57636Q104,99000.0,270.0,0.047 NIKE INC,NKE,cl b,Buy,654106103,74000.0,476.0,0.035 PAYCHEX INC,PAYX,,Buy,704326107,69000.0,645.0,0.033 ZOETIS INC,ZTS,cl a,Sell,98978V103,70000.0,373.0,0.033 BROWN FORMAN CORP,BFB,cl b,Buy,115637209,62000.0,825.0,0.029 ECOLAB INC,ECL,,Buy,278865100,62000.0,300.0,0.029 MONDELEZINTL INC,MDLZ,cl a,Sell,609207105,48000.0,771.0,0.023 COLGATE PALMOLIVE CO,CL,,Sell,194162103,47000.0,583.0,0.022 METTLER TOLEDO INTERNATIONAL,MTD,,Buy,592688105,36000.0,26.0,0.017 AMERICAN EXPRESS CO,AXP,,Buy,025816109,35000.0,214.0,0.017 VF CORP,VFC,,Sell,918204108,33000.0,408.0,0.016 AUTODESK INC,ADSK,,New,052769106,33000.0,114.0,0.016