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
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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
ACTIVISION BLIZZARD INC COM 00507V109 167,382 1,800,000 SH   SOLE   1,800,000 0 0
ACUITY BRANDS INC-W/D COM 00508Y102 44,550 270,000 SH   SOLE   270,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 518,307 2,285,000 SH   SOLE   2,285,000 0 0
ALPHABET INC CL A 02079K305 2,161,836 1,048,300 SH   SOLE   1,048,300 0 0
AMAZON.COM INC. COM 023135106 1,117,895 361,300 SH   SOLE   361,300 0 0
AMETEK INC COM 031100100 533,233 4,174,365 SH   SOLE   4,174,365 0 0
AMPHENOL CORPORATION CL A 032095101 835,478 12,653,000 SH   SOLE   12,653,000 0 0
ANSYS INC COM 03662Q105 76,401 225,000 SH   SOLE   225,000 0 0
BORG WARNER INC COM 099724106 187,582 4,049,700 SH   SOLE   4,049,700 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 279,725 2,500,000 SH   SOLE   2,500,000 0 0
CINTAS CORPORATION COM 172908105 87,885 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 476,658 2,353,400 SH   SOLE   2,353,400 0 0
ECOLAB COM 278865100 671,146 3,134,000 SH   SOLE   3,134,000 0 0
FIRST REPUBLIC BANK COM 33616C100 523,751 3,141,312 SH   SOLE   3,141,312 0 0
GRACO INC COM 384109104 257,832 3,600,000 SH   SOLE   3,600,000 0 0
IPG PHOTONICS GROUP COM 44980X109 42,188 200,000 SH   SOLE   200,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 351,434 1,208,300 SH   SOLE   1,208,300 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 178,495 1,450,000 SH   SOLE   1,450,000 0 0
MERCK & CO COM 58933Y105 228,186 2,960,000 SH   SOLE   2,960,000 0 0
MICROSOFT CORP COM 594918104 2,537,013 10,761,000 SH   SOLE   10,761,000 0 0
NIKE INC CL B 654106103 505,130 3,797,400 SH   SOLE   3,797,400 0 0
RESMED INC COM 761152107 25,222 129,995 SH   SOLE   129,995 0 0
ROCKWELL AUTOMATION INC COM 773903109 775,805 2,923,265 SH   SOLE   2,923,265 0 0
ROSS STORES INC COM 778296103 497,398 4,147,400 SH   SOLE   4,147,400 0 0
SALESFORCE COM INC COM 79466L302 66,780 315,000 SH   SOLE   315,000 0 0
SIGNATURE BANK COM 82669G104 565,225 2,500,000 SH   SOLE   2,500,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 585,632 2,185,600 SH   SOLE   2,185,600 0 0
SVB FINANCIAL GROUP COM 78486Q101 610,411 1,236,500 SH   SOLE   1,236,500 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 112,119 1,405,000 SH   SOLE   1,405,000 0 0
TEXAS INSTRUMENTS COM 882508104 836,771 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 478,684 1,048,000 SH   SOLE   1,048,000 0 0
TJX COS INC COM 872540109 1,138,821 17,112,265 SH   SOLE   17,112,265 0 0
ULTA BEAUTY INC COM 90384S303 398,398 1,288,605 SH   SOLE   1,288,605 0 0
U.S. BANCORP COM 902973304 63,118 1,129,732 SH   SOLE   1,129,732 0 0
VAREX IMAGING CORPORATION COM 92214X106 26,325 1,300,000 SH   SOLE   1,300,000 0 0
VF CORP COM 918204108 365,954 4,575,000 SH   SOLE   4,575,000 0 0
VISA INC A CL A 92826C839 898,306 4,232,500 SH   SOLE   4,232,500 0 0
WABTEC CORP COM 929740108 114,710 1,450,000 SH   SOLE   1,450,000 0 0