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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   432,537,913 3,575,580 SH   SOLE   3,575,580 0 0
ALPHABET INC CAP STK CL A 02079K305   187,402,799 1,565,604 SH   SOLE   1,565,604 0 0
BLACK KNIGHT INC COM 09215C105   6,169,273 103,286 SH   SOLE   103,286 0 0
CANADIAN NAT RES LTD COM 136385101   64,704,964 1,150,106 SH   SOLE   1,150,106 0 0
CENOVUS ENERGY INC COM 15135U109   237,541,082 13,989,463 SH   SOLE   13,989,463 0 0
CSX CORP COM 126408103   1,793,422,562 52,593,037 SH   SOLE   52,593,037 0 0
EQT CORP COM 26884L109   233,373,389 5,674,043 SH   SOLE   5,674,043 0 0
LOWES COS INC COM 548661107   386,170,443 1,710,990 SH   SOLE   1,710,990 0 0
MASTERCARD INCORPORATED CL A 57636Q104   140,679,084 357,689 SH   SOLE   357,689 0 0
MICROSOFT CORP COM 594918104   1,399,267,622 4,108,967 SH   SOLE   4,108,967 0 0
TECK RESOURCES LTD CL B 878742204   423,606,958 10,061,923 SH   SOLE   10,061,923 0 0
UNION PAC CORP COM 907818108   1,690,199,055 8,260,185 SH   SOLE   8,260,185 0 0
VISA INC COM CL A 92826C839   305,009,575 1,284,359 SH   SOLE   1,284,359 0 0
WESTLAKE CORPORATION COM 960413102   107,384,056 898,837 SH   SOLE   898,837 0 0