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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V109167,3821,800,000SH SOLE 1,800,00000
ACUITY BRANDS INC-W/DCOM00508Y10244,550270,000SH SOLE 270,00000
ALIBABA GROUP HOLDING-SP ADRSPONSORED01609W102518,3072,285,000SH SOLE 2,285,00000
ALPHABET INCCL A02079K3052,161,8361,048,300SH SOLE 1,048,30000
AMAZON.COM INC.COM0231351061,117,895361,300SH SOLE 361,30000
AMETEK INCCOM031100100533,2334,174,365SH SOLE 4,174,36500
AMPHENOL CORPORATIONCL A032095101835,47812,653,000SH SOLE 12,653,00000
ANSYS INCCOM03662Q10576,401225,000SH SOLE 225,00000
BORG WARNER INCCOM099724106187,5824,049,700SH SOLE 4,049,70000
CHECK POINT SOFTWARE TECHNOLOGIES LTD.COMM22465104279,7252,500,000SH SOLE 2,500,00000
CINTAS CORPORATIONCOM17290810587,885257,500SH SOLE 257,50000
DOLLAR GENERALCOM256677105476,6582,353,400SH SOLE 2,353,40000
ECOLABCOM278865100671,1463,134,000SH SOLE 3,134,00000
FIRST REPUBLIC BANKCOM33616C100523,7513,141,312SH SOLE 3,141,31200
GRACO INCCOM384109104257,8323,600,000SH SOLE 3,600,00000
IPG PHOTONICS GROUPCOM44980X10942,188200,000SH SOLE 200,00000
LAUDER (ESTEE) CO.CL A518439104351,4341,208,300SH SOLE 1,208,30000
LINCOLN ELECTRIC HOLDINGSCOM533900106178,4951,450,000SH SOLE 1,450,00000
MERCK & COCOM58933Y105228,1862,960,000SH SOLE 2,960,00000
MICROSOFT CORPCOM5949181042,537,01310,761,000SH SOLE 10,761,00000
NIKE INCCL B654106103505,1303,797,400SH SOLE 3,797,40000
RESMED INCCOM76115210725,222129,995SH SOLE 129,99500
ROCKWELL AUTOMATION INCCOM773903109775,8052,923,265SH SOLE 2,923,26500
ROSS STORES INCCOM778296103497,3984,147,400SH SOLE 4,147,40000
SALESFORCE COM INCCOM79466L30266,780315,000SH SOLE 315,00000
SIGNATURE BANKCOM82669G104565,2252,500,000SH SOLE 2,500,00000
SPOTIFY TECHNOLOGY S.ASHSL8681T102585,6322,185,600SH SOLE 2,185,60000
SVB FINANCIAL GROUPCOM78486Q101610,4111,236,500SH SOLE 1,236,50000
TENCENT HOLDINGS LTDSPONSORED88032Q109112,1191,405,000SH SOLE 1,405,00000
TEXAS INSTRUMENTSCOM882508104836,7714,429,000SH SOLE 4,429,00000
THERMO FISHER SCIENTIFIC INCCOM883556102478,6841,048,000SH SOLE 1,048,00000
TJX COS INCCOM8725401091,138,82117,112,265SH SOLE 17,112,26500
ULTA BEAUTY INCCOM90384S303398,3981,288,605SH SOLE 1,288,60500
U.S. BANCORPCOM90297330463,1181,129,732SH SOLE 1,129,73200
VAREX IMAGING CORPORATIONCOM92214X10626,3251,300,000SH SOLE 1,300,00000
VF CORPCOM918204108365,9544,575,000SH SOLE 4,575,00000
VISA INC ACL A92826C839898,3064,232,500SH SOLE 4,232,50000
WABTEC CORPCOM929740108114,7101,450,000SH SOLE 1,450,00000