Instuitional Investor - Investec Asset Management North America, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Visa Inc.	V	674,431	$175,588,111	8.57%
2.	Microsoft Corp	MSFT	413,533	$155,504,950	7.59%
3.	Booking Holdings Inc.	BKNG	33,016	$117,115,016	5.71%
4.	Intuit Inc.	INTU	141,631	$88,523,624	4.32%
5.	Alphabet Inc.	GOOG	621,143	$86,767,466	4.23%