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
ALPHABET INC CL A 02079K305   1,708,314,989 11,329,100 SH   SOLE   11,329,100 0 0
AMAZON.COM INC. COM 023135106   1,451,184,336 8,051,400 SH   SOLE   8,051,400 0 0
AMETEK INC COM 031100100   515,210,760 2,819,365 SH   SOLE   2,819,365 0 0
AMPHENOL CORPORATION CL A 032095101   871,410,414 7,555,800 SH   SOLE   7,555,800 0 0
ANALOG DEVICES COM 032654105   248,453,100 1,256,400 SH   SOLE   1,256,400 0 0
ANSYS INC COM 03662Q105   138,664,000 400,000 SH   SOLE   400,000 0 0
BATH & BODY WORKS INC COM 070830104   50,000,000 1,000,000 SH   SOLE   1,000,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   126,688,000 1,850,000 SH   SOLE   1,850,000 0 0
BROWN-FORMAN CORP COM 115637209   82,576,000 1,600,000 SH   SOLE   1,600,000 0 0
CINTAS CORPORATION COM 172908105   279,634,650 407,500 SH   SOLE   407,500 0 0
COSTCO WHOLESALE CORP COM 22160K105   204,999,200 280,000 SH   SOLE   280,000 0 0
DANAHER CORP COM 235851102   195,183,850 782,300 SH   SOLE   782,300 0 0
DOLLAR GENERAL COM 256677105   322,208,752 2,062,400 SH   SOLE   2,062,400 0 0
ECOLAB COM 278865100   382,052,216 1,656,200 SH   SOLE   1,656,200 0 0
ELI LILLY & CO COM 532457108   353,828,265 455,700 SH   SOLE   455,700 0 0
GRACO INC COM 384109104   168,192,000 1,800,000 SH   SOLE   1,800,000 0 0
IDEX CORP COM 45167R104   195,152,000 800,000 SH   SOLE   800,000 0 0
ILLINOIS TOOL WORKS INC COM 452308109   331,829,244 1,236,600 SH   SOLE   1,236,600 0 0
INTEL CORP COM 458140100   292,908,760 6,634,400 SH   SOLE   6,634,400 0 0
KLA CORP COM 482480100   232,590,072 333,300 SH   SOLE   333,300 0 0
LAUDER (ESTEE) CO. CL A 518439104   399,420,066 2,593,300 SH   SOLE   2,593,300 0 0
MCCORMICK & CO INC/MD COM 579780206   103,680,000 1,350,000 SH   SOLE   1,350,000 0 0
MICROSOFT CORP COM 594918104   1,887,057,069 4,493,100 SH   SOLE   4,493,100 0 0
NETFLIX INC COM 64110L106   288,353,500 475,000 SH   SOLE   475,000 0 0
NIKE INC CL B 654106103   557,878,104 5,937,400 SH   SOLE   5,937,400 0 0
NVIDIA CORP COM 67066G104   92,151,376 102,100 SH   SOLE   102,100 0 0
RESMED INC COM 761152107   98,009,604 494,998 SH   SOLE   494,998 0 0
ROCKWELL AUTOMATION INC COM 773903109   318,015,539 1,093,175 SH   SOLE   1,093,175 0 0
SALESFORCE COM INC COM 79466L302   86,225,541 286,635 SH   SOLE   286,635 0 0
S&P GLOBAL INC COM 78409V104   244,311,750 575,000 SH   SOLE   575,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102   478,485,005 1,812,100 SH   SOLE   1,812,100 0 0
TEXAS INSTRUMENTS COM 882508104   678,728,064 3,897,600 SH   SOLE   3,897,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   819,821,320 1,412,000 SH   SOLE   1,412,000 0 0
TJX COS INC COM 872540109   1,234,702,963 12,182,565 SH   SOLE   12,182,565 0 0
TRACTOR SUPPLY CO COM 892356106   196,222,500 750,000 SH   SOLE   750,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   119,976,000 400,000 SH   SOLE   400,000 0 0
ULTA BEAUTY INC COM 90384S303   236,026,132 451,405 SH   SOLE   451,405 0 0
VAREX IMAGING CORPORATION COM 92214X106   4,520,000 250,000 SH   SOLE   250,000 0 0
VISA INC A CL A 92826C839   1,096,105,725 3,932,500 SH   SOLE   3,932,500 0 0
WALT DISNEY CO/THE COM 254687106   397,739,574 3,251,100 SH   SOLE   3,251,100 0 0