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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F10147,81697,500SH SOLE 97,50000
ADVANCED MICRO DEVICES INCCOM0079031073,54543,240SH SOLE 43,24000
ALCON AGORD SHSH013011283,02353,080SH SOLE 53,08000
ALEXANDRIA REAL ESTATE EQ INCOM0152711094,79629,970SH SOLE 29,97000
ALEXION PHARMACEUTICALS INCCOM0153511094,14636,230SH SOLE 36,23000
ALLY FINL INCCOM02005N1005,256209,660SH SOLE 209,66000
ALPHABET INCCAP STK CL C02079K10746,17231,418SH SOLE 31,41800
AMAZON COM INCCOM02313510685,07827,020SH SOLE 27,02000
AMERICAN ELEC PWR CO INCCOM0255371018,758107,160SH SOLE 107,16000
AMERICAN WTR WKS CO INC NEWCOM0304201037,73453,390SH SOLE 53,39000
AMERICOLD RLTY TRCOM03064D10815,101422,410SH SOLE 422,41000
AMERIPRISE FINL INCCOM03076C1067,21746,830SH SOLE 46,83000
AMETEK INCCOM0311001002,47324,870SH SOLE 24,87000
AMPHENOL CORP NEWCL A03209510111,139102,880SH SOLE 102,88000
AON PLCSHS CL AG0403H1088,38340,640SH SOLE 40,64000
APOLLO GLOBAL MGMT INCCOM CL A03768E10513,742307,080SH SOLE 307,08000
APPLE INCCOM03783310076,803663,172SH SOLE 663,17200
ARAMARKCOM03852U1063,857145,850SH SOLE 145,85000
ASSURANT INCCOM04621X10823,244191,600SH SOLE 191,60000
BALL CORPCOM0584981061,52418,340SH SOLE 18,34000
BANK NOVA SCOTIA B CCOM06414910774617,960SH SOLE 17,96000
BAXTER INTL INCCOM07181310922,726282,590SH SOLE 282,59000
BECTON DICKINSON & COCOM0758871099,60341,270SH SOLE 41,27000
BERRY GLOBAL GROUP INCCOM08579W10378216,170SH SOLE 16,17000
BIOMARIN PHARMACEUTICAL INCCOM09061G10116,297214,220SH SOLE 214,22000
BK OF AMERICA CORPCOM0605051049,224382,880SH SOLE 382,88000
BOEING COCOM0970231053,00018,150SH SOLE 18,15000
BRIGHT HORIZONS FAM SOL IN DCOM1091941005,20034,200SH SOLE 34,20000
BROADCOM INCCOM11135F1016,74318,510SH SOLE 18,51000
BROADRIDGE FINL SOLUTIONS INCOM11133T1033,91329,640SH SOLE 29,64000
BURLINGTON STORES INCCOM1220171063,72818,090SH SOLE 18,09000
CAPITAL ONE FINL CORPCOM14040H1053,48748,520SH SOLE 48,52000
CARDINAL HEALTH INCCOM14149Y1083,62077,100SH SOLE 77,10000
CARVANA COCL A14686910211,88653,290SH SOLE 53,29000
CBRE GROUP INCCL A12504L1093,61276,920SH SOLE 76,92000
CELANESE CORP DELCOM1508701031,86317,340SH SOLE 17,34000
CERNER CORPCOM1567821045,11270,710SH SOLE 70,71000
CHENIERE ENERGY INCCOM NEW16411R2081,49032,200SH SOLE 32,20000
CHEVRON CORP NEWCOM1667641008,488117,890SH SOLE 117,89000
CHIPOTLE MEXICAN GRILL INCCOM1696561054,0673,270SH SOLE 3,27000
CHURCH & DWIGHT INCCOM1713401023,69639,437SH SOLE 39,43700
CINTAS CORPCOM1729081055,72117,190SH SOLE 17,19000
CITIGROUP INCCOM NEW17296742415,651363,070SH SOLE 363,07000
COCA COLA COCOM19121610010,890220,580SH SOLE 220,58000
COLFAX CORPCOM1940141064,836154,230SH SOLE 154,23000
COMCAST CORP NEWCL A20030N10126,363569,910SH SOLE 569,91000
CONOCOPHILLIPSCOM20825C1041,69551,620SH SOLE 51,62000
CONSTELLATION BRANDS INCCL A21036P1083,07516,220SH SOLE 16,22000
COSTCO WHSL CORP NEWCOM22160K10510,22128,790SH SOLE 28,79000
CROWN CASTLE INTL CORP NEWCOM22822V10110,18161,150SH SOLE 61,15000
CROWN HLDGS INCCOM2283681063584,660SH SOLE 4,66000
CVS HEALTH CORPCOM1266501008,255141,370SH SOLE 141,37000
D R HORTON INCCOM23331A1094,71462,320SH SOLE 62,32000
DELTA AIR LINES INC DELCOM NEW2473617021,12236,690SH SOLE 36,69000
DISNEY WALT COCOM DISNEY2546871068,65069,710SH SOLE 69,71000
DOLLAR GEN CORP NEWCOM25667710517,14881,800SH SOLE 81,80000
DOVER CORPCOM2600031083,46732,000SH SOLE 32,00000
EASTMAN CHEM COCOM2774321002,51032,130SH SOLE 32,13000
EATON CORP PLCSHSG291831034,51644,260SH SOLE 44,26000
ECOLAB INCCOM2788651009904,950SH SOLE 4,95000
EDWARDS LIFESCIENCES CORPCOM28176E1084,26453,430SH SOLE 53,43000
ETSY INCCOM29786A1063,45428,400SH SOLE 28,40000
EXXON MOBIL CORPCOM30231G1025,063147,480SH SOLE 147,48000
F M C CORPCOM NEW3024913037,44370,270SH SOLE 70,27000
FACEBOOK INCCL A30303M10226,426100,900SH SOLE 100,90000
GENERAL MTRS COCOM37045V1004,868164,500SH SOLE 164,50000
GILEAD SCIENCES INCCOM3755581039,867156,150SH SOLE 156,15000
GOLDMAN SACHS GROUP INCCOM38141G1044,01519,980SH SOLE 19,98000
HCA HEALTHCARE INCCOM40412C1012,71921,810SH SOLE 21,81000
HESS CORPCOM42809H10775418,440SH SOLE 18,44000
HILL ROM HLDGS INCCOM4314751025,03860,330SH SOLE 60,33000
HOME DEPOT INCCOM43707610231,328112,809SH SOLE 112,80900
HONEYWELL INTL INCCOM4385161064,94530,040SH SOLE 30,04000
HUNTSMAN CORPCOM4470111071,77980,120SH SOLE 80,12000
IHS MARKIT LTDSHSG4756710514,574185,630SH SOLE 185,63000
INCYTE CORPCOM45337C10215,655174,450SH SOLE 174,45000
INTERCONTINENTAL EXCHANGE INCOM45866F1045,72557,220SH SOLE 57,22000
ITAU UNIBANCO HLDG S ASPON ADR REP PFD465562106862216,687SH SOLE 216,68700
JOHNSON & JOHNSONCOM4781601046,38342,876SH SOLE 42,87600
JOHNSON CTLS INTL PLCSHSG515021053,31781,220SH SOLE 81,22000
JPMORGAN CHASE & COCOM46625H10034,095354,160SH SOLE 354,16000
KANSAS CITY SOUTHERNCOM NEW48517030213,69975,760SH SOLE 75,76000
KINDER MORGAN INC DELCOM49456B1011,593129,150SH SOLE 129,15000
KNIGHT SWIFT TRANSN HLDGS INCL A4990491041,48436,450SH SOLE 36,45000
LAM RESEARCH CORPCOM5128071084,04812,200SH SOLE 12,20000
LATTICE SEMICONDUCTOR CORPCOM5184151041,25943,460SH SOLE 43,46000
LAUDER ESTEE COS INCCL A51843910415,66971,790SH SOLE 71,79000
LINDE PLCSHSG5494J10313,34556,040SH SOLE 56,04000
LOCKHEED MARTIN CORPCOM5398301095,41214,120SH SOLE 14,12000
LOWES COS INCCOM5486611075,17431,190SH SOLE 31,19000
LULULEMON ATHLETICA INCCOM5500211094,51913,720SH SOLE 13,72000
MARVELL TECHNOLOGY GROUP LTDORDG5876H1059,650243,070SH SOLE 243,07000
MASCO CORPCOM5745991061,38325,090SH SOLE 25,09000
MASTERCARD INCORPORATEDCL A57636Q10413,33139,420SH SOLE 39,42000
MERCK & CO. INCCOM58933Y10513,230159,490SH SOLE 159,49000
METTLER TOLEDO INTERNATIONALCOM5926881053,5533,680SH SOLE 3,68000
MICROCHIP TECHNOLOGY INC.COM5950171043,01129,310SH SOLE 29,31000
MICROSOFT CORPCOM594918104108,959518,037SH SOLE 518,03700
MONDELEZ INTL INCCL A6092071058,709151,590SH SOLE 151,59000
NETFLIX INCCOM64110L10627,63655,270SH SOLE 55,27000
NEXTERA ENERGY INCCOM65339F10122,97182,760SH SOLE 82,76000
NOMAD FOODS LTDUSD ORD SHSG6564A1052,582101,320SH SOLE 101,32000
NORFOLK SOUTHN CORPCOM6558441089,62544,980SH SOLE 44,98000
NRG ENERGY INCCOM NEW6293775081,70955,630SH SOLE 55,63000
NVIDIA CORPORATIONCOM67066G10447,00486,850SH SOLE 86,85000
OTIS WORLDWIDE CORPCOM68902V10710,692171,270SH SOLE 171,27000
PATTERSON COS INCCOM7033951031,40658,340SH SOLE 58,34000
PAYPAL HLDGS INCCOM70450Y10313,79069,990SH SOLE 69,99000
PFIZER INCCOM71708110315,650426,420SH SOLE 426,42000
PIONEER NAT RES COCOM72378710796111,170SH SOLE 11,17000
PLANET FITNESS INCCL A72703H1011,23119,970SH SOLE 19,97000
POOL CORPCOM73278L1051,0503,140SH SOLE 3,14000
PPG INDS INCCOM6935061074,35235,650SH SOLE 35,65000
PROCTER AND GAMBLE COCOM74271810919,504140,330SH SOLE 140,33000
REALTY INCOME CORPCOM7561091046,161101,400SH SOLE 101,40000
REGENERON PHARMACEUTICALSCOM75886F1074,7148,420SH SOLE 8,42000
REPUBLIC SVCS INCCOM7607591005,03853,960SH SOLE 53,96000
ROCKWELL AUTOMATION INCCOM7739031091,7868,090SH SOLE 8,09000
ROPER TECHNOLOGIES INCCOM7766961061,8714,737SH SOLE 4,73700
ROYAL BK CDACOM7800871021,13116,130SH SOLE 16,13000
ROYAL CARIBBEAN GROUPCOMV7780T1032,17333,560SH SOLE 33,56000
S&P GLOBAL INCCOM78409V10411,02030,560SH SOLE 30,56000
SALESFORCE COM INCCOM79466L30210,07840,100SH SOLE 40,10000
SCHLUMBERGER LTDCOM8068571081,39789,760SH SOLE 89,76000
SEMPRA ENERGYCOM8168511092,72122,990SH SOLE 22,99000
SERVICENOW INCCOM81762P10211,07322,830SH SOLE 22,83000
SHERWIN WILLIAMS COCOM8243481067531,080SH SOLE 1,08000
SPLUNK INCCOM8486371043,16216,810SH SOLE 16,81000
SQUARE INCCL A8522341037,67147,190SH SOLE 47,19000
STANLEY BLACK & DECKER INCCOM85450210117,813109,820SH SOLE 109,82000
TARGET CORPCOM87612E1063,36321,360SH SOLE 21,36000
TEXAS INSTRS INCCOM8825081048,87062,120SH SOLE 62,12000
TJX COS INC NEWCOM8725401093,34760,150SH SOLE 60,15000
T-MOBILE US INCCOM87259010418,922165,460SH SOLE 165,46000
TRANSDIGM GROUP INCCOM8936411001,6493,470SH SOLE 3,47000
ULTA BEAUTY INCCOM90384S3031,3796,160SH SOLE 6,16000
UNITEDHEALTH GROUP INCCOM91324P10240,550130,060SH SOLE 130,06000
VALERO ENERGY CORPCOM91913Y1003,08971,310SH SOLE 71,31000
VERIZON COMMUNICATIONS INCCOM92343V10414,135237,600SH SOLE 237,60000
VISA INCCOM CL A92826C83948,117240,620SH SOLE 240,62000
WALMART INCCOM93114210328,020200,275SH SOLE 200,27500
WESTROCK COCOM96145D1051,62046,640SH SOLE 46,64000
ZOETIS INCCL A98978V1035,45132,960SH SOLE 32,96000