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 10,241 94,940 SH   SOLE   94,940 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,256 44,560 SH   SOLE   44,560 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 46,075 80,030 SH   SOLE   80,030 0 0
ALCON AG ORD SHS H01301128 3,603 44,780 SH   SOLE   44,780 0 0
ALLY FINL INC COM 02005N100 15,351 300,680 SH   SOLE   300,680 0 0
ALPHABET INC CAP STK CL C 02079K107 96,932 36,368 SH   SOLE   36,368 0 0
AMAZON COM INC COM 023135106 88,368 26,900 SH   SOLE   26,900 0 0
AMERICAN EXPRESS CO COM 025816109 13,168 78,600 SH   SOLE   78,600 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,784 36,790 SH   SOLE   36,790 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,042 47,580 SH   SOLE   47,580 0 0
AMERIPRISE FINL INC COM 03076C106 19,553 74,030 SH   SOLE   74,030 0 0
AMETEK INC COM 031100100 1,463 11,800 SH   SOLE   11,800 0 0
AMGEN INC COM 031162100 5,961 28,030 SH   SOLE   28,030 0 0
AMPHENOL CORP NEW CL A 032095101 14,219 194,160 SH   SOLE   194,160 0 0
ANALOG DEVICES INC COM 032654105 8,922 53,270 SH   SOLE   53,270 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 16,672 270,690 SH   SOLE   270,690 0 0
APPLE INC COM 037833100 92,399 652,992 SH   SOLE   652,992 0 0
ARAMARK COM 03852U106 3,411 103,810 SH   SOLE   103,810 0 0
ASSURANT INC COM 04621X108 27,218 172,540 SH   SOLE   172,540 0 0
BANK NOVA SCOTIA B C COM 064149107 1,346 21,870 SH   SOLE   21,870 0 0
BECTON DICKINSON & CO COM 075887109 15,887 64,630 SH   SOLE   64,630 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,011 16,590 SH   SOLE   16,590 0 0
BIOGEN INC COM 09062X103 3,081 10,890 SH   SOLE   10,890 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 17,836 230,760 SH   SOLE   230,760 0 0
BK OF AMERICA CORP COM 060505104 17,729 417,620 SH   SOLE   417,620 0 0
BOEING CO COM 097023105 3,088 14,040 SH   SOLE   14,040 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,882 20,670 SH   SOLE   20,670 0 0
BURLINGTON STORES INC COM 122017106 7,909 27,890 SH   SOLE   27,890 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,291 38,840 SH   SOLE   38,840 0 0
CARDINAL HEALTH INC COM 14149Y108 5,747 116,170 SH   SOLE   116,170 0 0
CARVANA CO CL A 146869102 14,202 47,100 SH   SOLE   47,100 0 0
CELANESE CORP DEL COM 150870103 2,508 16,650 SH   SOLE   16,650 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,289 23,440 SH   SOLE   23,440 0 0
CHEVRON CORP NEW COM 166764100 6,427 63,350 SH   SOLE   63,350 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,925 3,260 SH   SOLE   3,260 0 0
CINTAS CORP COM 172908105 7,282 19,130 SH   SOLE   19,130 0 0
CITIGROUP INC COM NEW 172967424 20,122 286,730 SH   SOLE   286,730 0 0
COCA COLA CO COM 191216100 6,977 132,950 SH   SOLE   132,950 0 0
COLFAX CORP COM 194014106 1,610 35,080 SH   SOLE   35,080 0 0
COMCAST CORP NEW CL A 20030N101 29,610 529,410 SH   SOLE   529,410 0 0
CONOCOPHILLIPS COM 20825C104 14,524 214,310 SH   SOLE   214,310 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,511 11,920 SH   SOLE   11,920 0 0
CORTEVA INC COM 22052L104 7,464 177,400 SH   SOLE   177,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,155 22,600 SH   SOLE   22,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,420 42,810 SH   SOLE   42,810 0 0
CROWN HLDGS INC COM 228368106 5,226 51,850 SH   SOLE   51,850 0 0
CVS HEALTH CORP COM 126650100 13,012 153,340 SH   SOLE   153,340 0 0
D R HORTON INC COM 23331A109 5,073 60,420 SH   SOLE   60,420 0 0
DEERE & CO COM 244199105 5,495 16,400 SH   SOLE   16,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,498 35,140 SH   SOLE   35,140 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,980 55,760 SH   SOLE   55,760 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,622 17,140 SH   SOLE   17,140 0 0
DISNEY WALT CO COM 254687106 10,228 60,460 SH   SOLE   60,460 0 0
DOCUSIGN INC COM 256163106 3,619 14,060 SH   SOLE   14,060 0 0
DOLLAR GEN CORP NEW COM 256677105 5,247 24,730 SH   SOLE   24,730 0 0
DOVER CORP COM 260003108 3,553 22,850 SH   SOLE   22,850 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,017 14,960 SH   SOLE   14,960 0 0
EASTMAN CHEM CO COM 277432100 4,585 45,510 SH   SOLE   45,510 0 0
EATON CORP PLC SHS G29183103 9,540 63,890 SH   SOLE   63,890 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,883 60,800 SH   SOLE   60,800 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,651 83,140 SH   SOLE   83,140 0 0
ENPHASE ENERGY INC COM 29355A107 1,573 10,490 SH   SOLE   10,490 0 0
EQUINIX INC COM 29444U700 7,372 9,330 SH   SOLE   9,330 0 0
ESSEX PPTY TR INC COM 297178105 22,211 69,470 SH   SOLE   69,470 0 0
ETSY INC COM 29786A106 13,692 65,840 SH   SOLE   65,840 0 0
EXELON CORP COM 30161N101 2,965 61,330 SH   SOLE   61,330 0 0
EXXON MOBIL CORP COM 30231G102 4,444 75,540 SH   SOLE   75,540 0 0
FACEBOOK INC CL A 30303M102 25,574 75,350 SH   SOLE   75,350 0 0
FEDEX CORP COM 31428X106 6,284 28,660 SH   SOLE   28,660 0 0
FIRSTENERGY CORP COM 337932107 2,397 67,270 SH   SOLE   67,270 0 0
FMC CORP COM NEW 302491303 5,858 63,800 SH   SOLE   63,800 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,484 43,518 SH   SOLE   43,518 0 0
GILEAD SCIENCES INC COM 375558103 9,171 131,280 SH   SOLE   131,280 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,712 15,110 SH   SOLE   15,110 0 0
HILL-ROM HLDGS INC COM 431475102 7,227 48,180 SH   SOLE   48,180 0 0
HONEYWELL INTL INC COM 438516106 5,622 26,480 SH   SOLE   26,480 0 0
HUNTSMAN CORP COM 447011107 3,279 110,790 SH   SOLE   110,790 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,934 19,040 SH   SOLE   19,040 0 0
INCYTE CORP COM 45337C102 3,566 51,850 SH   SOLE   51,850 0 0
INTEL CORP COM 458140100 9,901 185,840 SH   SOLE   185,840 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,199 106,240 SH   SOLE   106,240 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,026 7,670 SH   SOLE   7,670 0 0
INTUIT COM 461202103 7,925 14,690 SH   SOLE   14,690 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 991 188,107 SH   SOLE   188,107 0 0
JOHNSON CTLS INTL PLC SHS G51502105 12,430 182,570 SH   SOLE   182,570 0 0
JPMORGAN CHASE & CO COM 46625H100 50,709 309,790 SH   SOLE   309,790 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,296 12,180 SH   SOLE   12,180 0 0
KINDER MORGAN INC DEL COM 49456B101 861 51,470 SH   SOLE   51,470 0 0
LAM RESEARCH CORP COM 512807108 14,169 24,880 SH   SOLE   24,880 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,893 44,760 SH   SOLE   44,760 0 0
LAUDER ESTEE COS INC CL A 518439104 23,881 79,620 SH   SOLE   79,620 0 0
LINDE PLC SHS G5494J103 21,426 73,030 SH   SOLE   73,030 0 0
LOWES COS INC COM 548661107 8,672 42,750 SH   SOLE   42,750 0 0
LULULEMON ATHLETICA INC COM 550021109 1,036 2,560 SH   SOLE   2,560 0 0
MARATHON OIL CORP COM 565849106 1,508 110,370 SH   SOLE   110,370 0 0
MARATHON PETE CORP COM 56585A102 7,519 121,650 SH   SOLE   121,650 0 0
MARRIOTT INTL INC NEW CL A 571903202 13,253 89,490 SH   SOLE   89,490 0 0
MARVELL TECHNOLOGY INC COM 573874104 36,877 611,440 SH   SOLE   611,440 0 0
MERCADOLIBRE INC COM 58733R102 1,075 640 SH   SOLE   640 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,190 5,220 SH   SOLE   5,220 0 0
MICROSOFT CORP COM 594918104 135,614 481,037 SH   SOLE   481,037 0 0
MONDELEZ INTL INC CL A 609207105 8,250 141,810 SH   SOLE   141,810 0 0
NETFLIX INC COM 64110L106 35,601 58,330 SH   SOLE   58,330 0 0
NEXTERA ENERGY INC COM 65339F101 21,605 275,160 SH   SOLE   275,160 0 0
NISOURCE INC COM 65473P105 5,050 208,420 SH   SOLE   208,420 0 0
NORFOLK SOUTHN CORP COM 655844108 15,615 65,270 SH   SOLE   65,270 0 0
NVIDIA CORPORATION COM 67066G104 54,738 264,230 SH   SOLE   264,230 0 0
OKTA INC CL A 679295105 5,067 21,350 SH   SOLE   21,350 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,928 151,340 SH   SOLE   151,340 0 0
OTIS WORLDWIDE CORP COM 68902V107 27,063 328,920 SH   SOLE   328,920 0 0
PAYPAL HLDGS INC COM 70450Y103 12,214 46,940 SH   SOLE   46,940 0 0
PEPSICO INC COM 713448108 7,422 49,340 SH   SOLE   49,340 0 0
PFIZER INC COM 717081103 23,924 556,220 SH   SOLE   556,220 0 0
PIONEER NAT RES CO COM 723787107 2,727 16,380 SH   SOLE   16,380 0 0
PLANET FITNESS INC CL A 72703H101 3,661 46,610 SH   SOLE   46,610 0 0
POOL CORP COM 73278L105 6,820 15,700 SH   SOLE   15,700 0 0
PROCTER AND GAMBLE CO COM 742718109 15,585 111,480 SH   SOLE   111,480 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 20,642 240,140 SH   SOLE   240,140 0 0
REGENERON PHARMACEUTICALS COM 75886F107 24,734 40,870 SH   SOLE   40,870 0 0
REPUBLIC SVCS INC COM 760759100 7,576 62,980 SH   SOLE   62,980 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,075 10,460 SH   SOLE   10,460 0 0
ROYAL BK CDA COM 780087102 948 9,530 SH   SOLE   9,530 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,714 154,180 SH   SOLE   154,180 0 0
S&P GLOBAL INC COM 78409V104 14,926 35,130 SH   SOLE   35,130 0 0
SALESFORCE COM INC COM 79466L302 9,644 35,560 SH   SOLE   35,560 0 0
SCHLUMBERGER LTD COM STK 806857108 2,268 76,530 SH   SOLE   76,530 0 0
SEMPRA COM 816851109 2,908 22,990 SH   SOLE   22,990 0 0
SERVICENOW INC COM 81762P102 6,571 10,560 SH   SOLE   10,560 0 0
SHERWIN WILLIAMS CO COM 824348106 1,158 4,140 SH   SOLE   4,140 0 0
SQUARE INC CL A 852234103 10,667 44,480 SH   SOLE   44,480 0 0
STARBUCKS CORP COM 855244109 4,936 44,750 SH   SOLE   44,750 0 0
TARGET CORP COM 87612E106 4,166 18,210 SH   SOLE   18,210 0 0
TESLA INC COM 88160R101 20,077 25,890 SH   SOLE   25,890 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,101 26,430 SH   SOLE   26,430 0 0
TJX COS INC NEW COM 872540109 3,234 49,020 SH   SOLE   49,020 0 0
T-MOBILE US INC COM 872590104 17,395 136,150 SH   SOLE   136,150 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,752 15,940 SH   SOLE   15,940 0 0
TRANSDIGM GROUP INC COM 893641100 5,285 8,460 SH   SOLE   8,460 0 0
TYSON FOODS INC CL A 902494103 3,053 38,670 SH   SOLE   38,670 0 0
ULTA BEAUTY INC COM 90384S303 2,223 6,160 SH   SOLE   6,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,824 132,630 SH   SOLE   132,630 0 0
VALERO ENERGY CORP COM 91913Y100 2,381 33,730 SH   SOLE   33,730 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 14,357 265,830 SH   SOLE   265,830 0 0
VISA INC COM CL A 92826C839 55,059 247,180 SH   SOLE   247,180 0 0
WALMART INC COM 931142103 22,679 162,715 SH   SOLE   162,715 0 0
WESTROCK CO COM 96145D105 2,543 51,030 SH   SOLE   51,030 0 0
XYLEM INC COM 98419M100 2,144 17,330 SH   SOLE   17,330 0 0
ZOETIS INC CL A 98978V103 7,795 40,150 SH   SOLE   40,150 0 0