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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   7,412,637 73,204 SH   OTR 1 0 73,204 0
ACTIVISION BLIZZARD INC COM 00507V109   11,523,153 134,632 SH   OTR 1 0 134,632 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   17,392,904 45,133 SH   OTR 1 0 45,133 0
AGILON HEALTH INC COM 00857U107   949,264 39,969 SH   OTR 1 0 39,969 0
ALCON AG (NYS) COM H01301128   39,830,693 564,654 SH   OTR 1 0 564,654 0
AMERICAN EXPRESS CO COM 025816109   18,102,933 109,748 SH   OTR 1 0 109,748 0
ANALOG DEVICES INC COM 032654105   22,505,169 114,112 SH   OTR 1 0 114,112 0
APTARGROUP INC COM 038336103   1,290,989 10,923 SH   OTR 1 0 10,923 0
BOSTON SCIENTIFIC CORP COM 101137107   22,904,885 457,823 SH   OTR 1 0 457,823 0
COMERICA INC COM 200340107   3,763,255 86,671 SH   OTR 1 0 86,671 0
CONSTELLATION BRANDS INC CL A 21036P108   11,801,849 52,246 SH   OTR 1 0 52,246 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,175,454 14,701 SH   OTR 1 0 14,701 0
DANAHER CORPORATION COM 235851102   3,898,303 15,467 SH   OTR 1 0 15,467 0
DELTA AIR LINES INC DEL COM NEW 247361702   13,036,474 373,324 SH   OTR 1 0 373,324 0
DUPONT DE NEMOURS INC COM 26614N102   1,227,554 17,104 SH   OTR 1 0 17,104 0
EATON CORP PLC SHS G29183103   15,164,447 88,505 SH   OTR 1 0 88,505 0
ENDAVA PLC ADS 29260V105   2,109,519 31,401 SH   OTR 1 0 31,401 0
FIFTH THIRD BANCORP COM 316773100   3,737,699 140,304 SH   OTR 1 0 140,304 0
HCA HEALTHCARE INC COM 40412C101   1,951,759 7,402 SH   OTR 1 0 7,402 0
HEICO CORP NEW CL A 422806208   6,311,740 46,444 SH   OTR 1 0 46,444 0
HESS CORP COM 42809H107   5,976,077 45,157 SH   OTR 1 0 45,157 0
INARI MED INC COM 45332Y109   1,484,538 24,045 SH   OTR 1 0 24,045 0
INTUIT COM 461202103   8,432,874 18,915 SH   OTR 1 0 18,915 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   11,884,767 73,599 SH   OTR 1 0 73,599 0
LANTHEUS HLDGS INC COM 516544103   5,903,453 71,505 SH   OTR 1 0 71,505 0
LILLY ELI & CO COM 532457108   13,259,790 38,611 SH   OTR 1 0 38,611 0
LINDE PLC SHS G54950103   2,748,973 7,734 SH   OTR 1 0 7,734 0
LPL FINL HLDGS INC COM 50212V100   9,737,262 48,109 SH   OTR 1 0 48,109 0
MEDTRONIC PLC SHS G5960L103   13,522,231 167,728 SH   OTR 1 0 167,728 0
MICROSOFT CORP COM 594918104   14,360,511 49,811 SH   OTR 1 0 49,811 0
NABORS INDUSTRIES LTD SHS G6359F137   12,621,098 103,528 SH   OTR 1 0 103,528 0
NATERA INC COM 632307104   743,080 13,384 SH   OTR 1 0 13,384 0
NEXTERA ENERGY INC COM 65339F101   1,255,402 16,287 SH   OTR 1 0 16,287 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   11,686,665 868,897 SH   OTR 1 0 868,897 0
OCCIDENTAL PETE CORP COM 674599105   3,307,167 52,974 SH   OTR 1 0 52,974 0
OPTION CARE HEALTH INC COM NEW 68404L201   1,609,055 50,647 SH   OTR 1 0 50,647 0
PACCAR INC COM 693718108   15,510,348 211,890 SH   OTR 1 0 211,890 0
PACWEST BANCORP DEL COM 695263103   2,454,986 252,311 SH   OTR 1 0 252,311 0
PALO ALTO NETWORKS INC COM 697435105   2,838,905 14,213 SH   OTR 1 0 14,213 0
PFIZER INC COM 717081103   6,842,650 167,712 SH   OTR 1 0 167,712 0
PORTILLOS INC COM CL A 73642K106   8,475,278 396,597 SH   OTR 1 0 396,597 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,777,164 203,511 SH   OTR 1 0 203,511 0
ROPER TECHNOLOGIES INC COM 776696106   39,220,529 88,998 SH   OTR 1 0 88,998 0
SCHLUMBERGER LTD COM STK 806857108   10,713,276 218,193 SH   OTR 1 0 218,193 0
SHERWIN WILLIAMS CO COM 824348106   11,645,109 51,809 SH   OTR 1 0 51,809 0
SILGAN HLDGS INC COM 827048109   2,541,167 47,348 SH   OTR 1 0 47,348 0
SOUTHWEST AIRLS CO COM 844741108   5,141,157 157,995 SH   OTR 1 0 157,995 0
S&P GLOBAL INC COM 78409V104   46,576,358 135,094 SH   OTR 1 0 135,094 0
SPLUNK INC COM 848637104   3,143,905 32,790 SH   OTR 1 0 32,790 0
TENABLE HLDGS INC COM 88025T102   1,990,241 41,891 SH   OTR 1 0 41,891 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,555,298 43,004 SH   OTR 1 0 43,004 0
TEXAS INSTRS INC COM 882508104   16,060,103 86,340 SH   OTR 1 0 86,340 0
UNION PAC CORP COM 907818108   14,020,174 69,662 SH   OTR 1 0 69,662 0
US BANCORP DEL COM NEW 902973304   3,789,684 105,123 SH   OTR 1 0 105,123 0
VULCAN MATLS CO COM 929160109   1,189,082 6,931 SH   OTR 1 0 6,931 0
WASTE CONNECTIONS INC COM 94106B101   8,835,395 63,532 SH   OTR 1 0 63,532 0
WELLS FARGO CO NEW COM 949746101   18,772,012 502,194 SH   OTR 1 0 502,194 0
WORKDAY INC CL A 98138H101   15,690,844 75,970 SH   OTR 1 0 75,970 0