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
Estimated average burden
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 13,113 121,170 SH   SOLE   121,170 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,506 9,070 SH   SOLE   9,070 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 40,586 85,380 SH   SOLE   85,380 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,897 49,640 SH   SOLE   49,640 0 0
ALCON AG ORD SHS H01301128 2,827 40,280 SH   SOLE   40,280 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,506 27,430 SH   SOLE   27,430 0 0
ALLY FINL INC COM 02005N100 12,303 272,120 SH   SOLE   272,120 0 0
ALPHABET INC CAP STK CL C 02079K107 78,087 37,748 SH   SOLE   37,748 0 0
AMAZON COM INC COM 023135106 86,046 27,810 SH   SOLE   27,810 0 0
AMERICAN ELEC PWR CO INC COM 025537101 7,076 83,540 SH   SOLE   83,540 0 0
AMERICAN EXPRESS CO COM 025816109 11,559 81,720 SH   SOLE   81,720 0 0
AMERICAN TOWER CORP NEW COM 03027X100 8,954 37,460 SH   SOLE   37,460 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 7,578 50,550 SH   SOLE   50,550 0 0
AMERICOLD RLTY TR COM 03064D108 6,279 163,240 SH   SOLE   163,240 0 0
AMERIPRISE FINL INC COM 03076C106 17,645 75,910 SH   SOLE   75,910 0 0
AMETEK INC COM 031100100 1,949 15,260 SH   SOLE   15,260 0 0
AMGEN INC COM 031162100 7,533 30,280 SH   SOLE   30,280 0 0
AMPHENOL CORP NEW CL A 032095101 12,816 194,280 SH   SOLE   194,280 0 0
ANALOG DEVICES INC COM 032654105 9,999 64,480 SH   SOLE   64,480 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 13,437 285,830 SH   SOLE   285,830 0 0
APPLE INC COM 037833100 84,569 692,332 SH   SOLE   692,332 0 0
ARAMARK COM 03852U106 2,068 54,720 SH   SOLE   54,720 0 0
ASSURANT INC COM 04621X108 25,260 178,170 SH   SOLE   178,170 0 0
BANK NOVA SCOTIA B C COM 064149107 1,538 24,590 SH   SOLE   24,590 0 0
BAXTER INTL INC COM 071813109 24,595 291,600 SH   SOLE   291,600 0 0
BECTON DICKINSON & CO COM 075887109 14,895 61,260 SH   SOLE   61,260 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,367 22,280 SH   SOLE   22,280 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,754 221,860 SH   SOLE   221,860 0 0
BK OF AMERICA CORP COM 060505104 16,398 423,820 SH   SOLE   423,820 0 0
BOEING CO COM 097023105 3,577 14,040 SH   SOLE   14,040 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 7,542 43,990 SH   SOLE   43,990 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,330 34,820 SH   SOLE   34,820 0 0
BURLINGTON STORES INC COM 122017106 5,943 19,890 SH   SOLE   19,890 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,365 50,030 SH   SOLE   50,030 0 0
CARDINAL HEALTH INC COM 14149Y108 5,322 87,610 SH   SOLE   87,610 0 0
CARVANA CO CL A 146869102 13,375 50,970 SH   SOLE   50,970 0 0
CELANESE CORP DEL COM 150870103 2,054 13,710 SH   SOLE   13,710 0 0
CERNER CORP COM 156782104 6,321 87,930 SH   SOLE   87,930 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,273 31,560 SH   SOLE   31,560 0 0
CHEVRON CORP NEW COM 166764100 8,487 80,990 SH   SOLE   80,990 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,868 4,130 SH   SOLE   4,130 0 0
CINTAS CORP COM 172908105 6,529 19,130 SH   SOLE   19,130 0 0
CITIGROUP INC COM NEW 172967424 22,589 310,500 SH   SOLE   310,500 0 0
COCA COLA CO COM 191216100 10,595 200,980 SH   SOLE   200,980 0 0
COLFAX CORP COM 194014106 17,274 394,310 SH   SOLE   394,310 0 0
COMCAST CORP NEW CL A 20030N101 28,859 533,340 SH   SOLE   533,340 0 0
CONOCOPHILLIPS COM 20825C104 11,686 220,620 SH   SOLE   220,620 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,718 11,920 SH   SOLE   11,920 0 0
CORTEVA INC COM 22052L104 10,092 216,460 SH   SOLE   216,460 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,696 24,670 SH   SOLE   24,670 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,379 31,250 SH   SOLE   31,250 0 0
CROWN HLDGS INC COM 228368106 5,031 51,850 SH   SOLE   51,850 0 0
CVS HEALTH CORP COM 126650100 12,476 165,830 SH   SOLE   165,830 0 0
DEERE & CO COM 244199105 9,380 25,070 SH   SOLE   25,070 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,269 26,280 SH   SOLE   26,280 0 0
DEVON ENERGY CORP NEW COM 25179M103 657 30,090 SH   SOLE   30,090 0 0
DISCOVER FINL SVCS COM 254709108 2,487 26,180 SH   SOLE   26,180 0 0
DISNEY WALT CO COM 254687106 11,182 60,600 SH   SOLE   60,600 0 0
DOCUSIGN INC COM 256163106 4,195 20,720 SH   SOLE   20,720 0 0
DOLLAR GEN CORP NEW COM 256677105 3,573 17,630 SH   SOLE   17,630 0 0
DOVER CORP COM 260003108 3,346 24,400 SH   SOLE   24,400 0 0
EASTMAN CHEM CO COM 277432100 5,377 48,840 SH   SOLE   48,840 0 0
EATON CORP PLC SHS G29183103 10,118 73,170 SH   SOLE   73,170 0 0
ECOLAB INC COM 278865100 415 1,940 SH   SOLE   1,940 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,469 53,430 SH   SOLE   53,430 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,141 72,690 SH   SOLE   72,690 0 0
EOG RES INC COM 26875P101 1,923 26,520 SH   SOLE   26,520 0 0
EQUINIX INC COM 29444U700 1,665 2,450 SH   SOLE   2,450 0 0
ESSEX PPTY TR INC COM 297178105 17,587 64,700 SH   SOLE   64,700 0 0
ETSY INC COM 29786A106 14,497 71,880 SH   SOLE   71,880 0 0
EXELON CORP COM 30161N101 1,752 40,060 SH   SOLE   40,060 0 0
EXXON MOBIL CORP COM 30231G102 6,830 122,350 SH   SOLE   122,350 0 0
FACEBOOK INC CL A 30303M102 22,120 75,100 SH   SOLE   75,100 0 0
FIRSTENERGY CORP COM 337932107 2,334 67,270 SH   SOLE   67,270 0 0
FMC CORP COM NEW 302491303 6,068 54,860 SH   SOLE   54,860 0 0
GENERAL ELECTRIC CO COM 369604103 4,675 356,150 SH   SOLE   356,150 0 0
GENERAL MTRS CO COM 37045V100 3,507 61,030 SH   SOLE   61,030 0 0
GILEAD SCIENCES INC COM 375558103 10,275 158,990 SH   SOLE   158,990 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,712 17,470 SH   SOLE   17,470 0 0
HESS CORP COM 42809H107 1,305 18,440 SH   SOLE   18,440 0 0
HILL ROM HLDGS INC COM 431475102 5,530 50,060 SH   SOLE   50,060 0 0
HONEYWELL INTL INC COM 438516106 6,236 28,730 SH   SOLE   28,730 0 0
HUNTSMAN CORP COM 447011107 1,971 68,360 SH   SOLE   68,360 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,710 21,260 SH   SOLE   21,260 0 0
INCYTE CORP COM 45337C102 15,943 196,170 SH   SOLE   196,170 0 0
INTEL CORP COM 458140100 4,671 72,990 SH   SOLE   72,990 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,360 110,680 SH   SOLE   110,680 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,439 10,310 SH   SOLE   10,310 0 0
INTUIT COM 461202103 6,271 16,370 SH   SOLE   16,370 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 511 102,947 SH   SOLE   102,947 0 0
JOHNSON & JOHNSON COM 478160104 6,667 40,566 SH   SOLE   40,566 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,528 92,640 SH   SOLE   92,640 0 0
JPMORGAN CHASE & CO COM 46625H100 50,618 332,510 SH   SOLE   332,510 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,381 16,600 SH   SOLE   16,600 0 0
KINDER MORGAN INC DEL COM 49456B101 2,542 152,690 SH   SOLE   152,690 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 3,315 68,920 SH   SOLE   68,920 0 0
LAM RESEARCH CORP COM 512807108 17,197 28,890 SH   SOLE   28,890 0 0
LAUDER ESTEE COS INC CL A 518439104 25,309 87,020 SH   SOLE   87,020 0 0
LINDE PLC SHS G5494J103 20,033 71,510 SH   SOLE   71,510 0 0
LOWES COS INC COM 548661107 8,647 45,470 SH   SOLE   45,470 0 0
MARATHON OIL CORP COM 565849106 430 40,250 SH   SOLE   40,250 0 0
MARRIOTT INTL INC NEW CL A 571903202 12,505 84,430 SH   SOLE   84,430 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 31,636 645,920 SH   SOLE   645,920 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,610 29,800 SH   SOLE   29,800 0 0
MERCADOLIBRE INC COM 58733R102 1,089 740 SH   SOLE   740 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 6,080 5,260 SH   SOLE   5,260 0 0
MICROSOFT CORP COM 594918104 120,419 510,747 SH   SOLE   510,747 0 0
MONDELEZ INTL INC CL A 609207105 8,786 150,110 SH   SOLE   150,110 0 0
NETFLIX INC COM 64110L106 31,007 59,440 SH   SOLE   59,440 0 0
NEXTERA ENERGY INC COM 65339F101 22,089 292,150 SH   SOLE   292,150 0 0
NORFOLK SOUTHN CORP COM 655844108 18,393 68,500 SH   SOLE   68,500 0 0
NVIDIA CORPORATION COM 67066G104 38,049 71,260 SH   SOLE   71,260 0 0
OKTA INC CL A 679295105 4,707 21,350 SH   SOLE   21,350 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,794 163,280 SH   SOLE   163,280 0 0
OTIS WORLDWIDE CORP COM 68902V107 22,560 329,580 SH   SOLE   329,580 0 0
PAYPAL HLDGS INC COM 70450Y103 11,707 48,210 SH   SOLE   48,210 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,697 15,090 SH   SOLE   15,090 0 0
PIONEER NAT RES CO COM 723787107 2,212 13,920 SH   SOLE   13,920 0 0
PLANET FITNESS INC CL A 72703H101 4,760 61,590 SH   SOLE   61,590 0 0
POOL CORP COM 73278L105 4,709 13,640 SH   SOLE   13,640 0 0
PPG INDS INC COM 693506107 2,084 13,870 SH   SOLE   13,870 0 0
PROCTER AND GAMBLE CO COM 742718109 19,259 142,210 SH   SOLE   142,210 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 18,635 241,180 SH   SOLE   241,180 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,983 8,420 SH   SOLE   8,420 0 0
REPUBLIC SVCS INC COM 760759100 7,857 79,090 SH   SOLE   79,090 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,907 10,950 SH   SOLE   10,950 0 0
ROYAL BK CDA COM 780087102 1,701 18,450 SH   SOLE   18,450 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,149 153,590 SH   SOLE   153,590 0 0
S&P GLOBAL INC COM 78409V104 13,557 38,420 SH   SOLE   38,420 0 0
SALESFORCE COM INC COM 79466L302 7,264 34,290 SH   SOLE   34,290 0 0
SCHLUMBERGER LTD COM 806857108 1,775 65,290 SH   SOLE   65,290 0 0
SEMPRA ENERGY COM 816851109 3,048 22,990 SH   SOLE   22,990 0 0
SERVICENOW INC COM 81762P102 5,275 10,550 SH   SOLE   10,550 0 0
SHERWIN WILLIAMS CO COM 824348106 1,684 2,280 SH   SOLE   2,280 0 0
SQUARE INC CL A 852234103 10,733 47,270 SH   SOLE   47,270 0 0
STARBUCKS CORP COM 855244109 5,375 49,190 SH   SOLE   49,190 0 0
TAPESTRY INC COM 876030107 2,375 57,640 SH   SOLE   57,640 0 0
TARGET CORP COM 87612E106 5,123 25,860 SH   SOLE   25,860 0 0
TESLA INC COM 88160R101 18,609 27,860 SH   SOLE   27,860 0 0
TJX COS INC NEW COM 872540109 2,450 37,050 SH   SOLE   37,050 0 0
T-MOBILE US INC COM 872590104 32,836 262,080 SH   SOLE   262,080 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,813 23,030 SH   SOLE   23,030 0 0
TRANSDIGM GROUP INC COM 893641100 5,373 9,140 SH   SOLE   9,140 0 0
TYSON FOODS INC CL A 902494103 2,874 38,670 SH   SOLE   38,670 0 0
ULTA BEAUTY INC COM 90384S303 1,905 6,160 SH   SOLE   6,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 55,137 148,190 SH   SOLE   148,190 0 0
VALERO ENERGY CORP COM 91913Y100 7,501 104,760 SH   SOLE   104,760 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,723 115,610 SH   SOLE   115,610 0 0
VISA INC COM CL A 92826C839 53,992 255,010 SH   SOLE   255,010 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,376 61,500 SH   SOLE   61,500 0 0
WALMART INC COM 931142103 24,156 177,835 SH   SOLE   177,835 0 0
WESTROCK CO COM 96145D105 2,428 46,640 SH   SOLE   46,640 0 0
ZOETIS INC CL A 98978V103 9,077 57,640 SH   SOLE   57,640 0 0