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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,278 177,696 SH   SOLE   177,696 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,264 176,835 SH   SOLE   176,835 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 34,796 383,600 SH   SOLE   383,600 0 0
ALPHABET INC CAP STK CL A 02079K305 30,246 25,700 SH   SOLE   25,700 0 0
AMAZON COM INC COM 023135106 31,163 17,500 SH   SOLE   17,500 0 0
AMBEV SA SPONSORED ADR 02319V103 38,721 9,004,777 SH   SOLE   9,004,777 0 0
AMC NETWORKS INC CL A 00164V103 33,222 585,300 SH   SOLE   585,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 38,264 367,005 SH   SOLE   367,005 0 0
AMPHENOL CORP NEW CL A 032095101 37,044 392,248 SH   SOLE   392,248 0 0
ANALOG DEVICES INC COM 032654105 28,940 274,916 SH   SOLE   274,916 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 45,582 433,617 SH   SOLE   433,617 0 0
BAUSCH HEALTH COS INC COM 071734107 35,682 1,444,620 SH   SOLE   1,444,620 0 0
BAXTER INTL INC COM 071813109 32,060 394,296 SH   SOLE   394,296 0 0
BECTON DICKINSON & CO COM 075887109 28,869 115,600 SH   SOLE   115,600 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,224 349,347 SH   SOLE   349,347 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 41,451 652,664 SH   SOLE   652,664 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 25,080 494,488 SH   SOLE   494,488 0 0
CELANESE CORP DEL COM 150870103 35,262 357,594 SH   SOLE   357,594 0 0
CERNER CORP COM 156782104 34,465 602,430 SH   SOLE   602,430 0 0
CHEVRON CORP NEW COM 166764100 23,270 188,912 SH   SOLE   188,912 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 34,237 48,200 SH   SOLE   48,200 0 0
CINTAS CORP COM 172908105 35,773 177,000 SH   SOLE   177,000 0 0
CONOCOPHILLIPS COM 20825C104 28,460 426,436 SH   SOLE   426,436 0 0
CONSTELLATION BRANDS INC CL A 21036P108 29,388 167,616 SH   SOLE   167,616 0 0
CREE INC COM 225447101 38,710 676,508 SH   SOLE   676,508 0 0
DANAHER CORPORATION COM 235851102 33,365 252,724 SH   SOLE   252,724 0 0
DEXCOM INC COM 252131107 28,441 238,800 SH   SOLE   238,800 0 0
DOLLAR GEN CORP NEW COM 256677105 36,305 304,318 SH   SOLE   304,318 0 0
EAGLE MATERIALS INC COM 26969P108 40,059 475,200 SH   SOLE   475,200 0 0
ECOLAB INC COM 278865100 38,433 217,700 SH   SOLE   217,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 38,714 202,341 SH   SOLE   202,341 0 0
ELECTRONIC ARTS INC COM 285512109 28,980 285,152 SH   SOLE   285,152 0 0
ENCOMPASS HEALTH CORP COM 29261A100 31,431 538,200 SH   SOLE   538,200 0 0
EOG RES INC COM 26875P101 28,173 295,996 SH   SOLE   295,996 0 0
FACEBOOK INC CL A 30303M102 29,221 175,300 SH   SOLE   175,300 0 0
FISERV INC COM 337738108 37,984 430,272 SH   SOLE   430,272 0 0
FORTIVE CORP COM 34959J108 38,357 457,225 SH   SOLE   457,225 0 0
FREEPORT-MCMORAN INC CL B 35671D857 22,706 1,761,512 SH   SOLE   1,761,512 0 0
GENERAL ELECTRIC CO COM 369604103 35,030 3,506,500 SH   SOLE   3,506,500 0 0
GRAND CANYON ED INC COM 38526M106 40,783 356,148 SH   SOLE   356,148 0 0
GRUBHUB INC COM 400110102 33,603 483,700 SH   SOLE   483,700 0 0
HOME DEPOT INC COM 437076102 30,275 157,771 SH   SOLE   157,771 0 0
HP INC COM 40434L105 29,506 1,518,600 SH   SOLE   1,518,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 28,759 138,800 SH   SOLE   138,800 0 0
ILLUMINA INC COM 452327109 31,446 101,212 SH   SOLE   101,212 0 0
INGREDION INC COM 457187102 35,774 377,800 SH   SOLE   377,800 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,520 466,503 SH   SOLE   466,503 0 0
INTUIT COM 461202103 32,233 123,304 SH   SOLE   123,304 0 0
IQIYI INC SPONSORED ADS 46267X108 36,813 1,539,011 SH   SOLE   1,539,011 0 0
IQVIA HLDGS INC COM 46266C105 39,145 272,122 SH   SOLE   272,122 0 0
HENRY JACK & ASSOC INC COM 426281101 35,875 258,579 SH   SOLE   258,579 0 0
KINDER MORGAN INC DEL COM 49456B101 39,574 1,977,700 SH   SOLE   1,977,700 0 0
LAM RESEARCH CORP COM 512807108 28,804 160,908 SH   SOLE   160,908 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 35,889 591,939 SH   SOLE   591,939 0 0
MARKETAXESS HLDGS INC COM 57060D108 37,715 153,265 SH   SOLE   153,265 0 0
MASTERCARD INC CL A 57636Q104 37,978 161,300 SH   SOLE   161,300 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 34,357 646,178 SH   SOLE   646,178 0 0
MCDONALDS CORP COM 580135101 30,657 161,436 SH   SOLE   161,436 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 38,279 1,694,526 SH   SOLE   1,694,526 0 0
MERCADOLIBRE INC COM 58733R102 48,952 96,414 SH   SOLE   96,414 0 0
MICROSOFT CORP COM 594918104 31,055 263,313 SH   SOLE   263,313 0 0
MKS INSTRUMENT INC COM 55306N104 39,817 427,908 SH   SOLE   427,908 0 0
MONDELEZ INTL INC CL A 609207105 37,979 760,800 SH   SOLE   760,800 0 0
MONOLITHIC PWR SYS INC COM 609839105 36,823 271,780 SH   SOLE   271,780 0 0
MRC GLOBAL INC COM 55345K103 38,512 2,203,195 SH   SOLE   2,203,195 0 0
NASDAQ INC COM 631103108 35,348 404,026 SH   SOLE   404,026 0 0
NAVISTAR INTL CORP NEW COM 63934E108 32,938 1,019,742 SH   SOLE   1,019,742 0 0
NEOGEN CORP COM 640491106 32,785 571,260 SH   SOLE   571,260 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 42,016 846,252 SH   SOLE   846,252 0 0
ONE GAS INC COM 68235P108 36,689 412,100 SH   SOLE   412,100 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 30,306 78,047 SH   SOLE   78,047 0 0
PAYPAL HLDGS INC COM 70450Y103 31,724 305,504 SH   SOLE   305,504 0 0
PROCTER AND GAMBLE CO COM 742718109 30,393 292,100 SH   SOLE   292,100 0 0
RALPH LAUREN CORP CL A 751212101 36,568 281,984 SH   SOLE   281,984 0 0
REPLIGEN CORP COM 759916109 35,151 594,977 SH   SOLE   594,977 0 0
REPUBLIC SVCS INC COM 760759100 36,819 458,064 SH   SOLE   458,064 0 0
RESMED INC COM 761152107 38,573 371,000 SH   SOLE   371,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 36,215 206,400 SH   SOLE   206,400 0 0
ROPER TECHNOLOGIES INC COM 776696106 40,103 117,270 SH   SOLE   117,270 0 0
S&P GLOBAL INC COM 78409V104 30,872 146,626 SH   SOLE   146,626 0 0
SALESFORCE COM INC COM 79466L302 28,127 177,600 SH   SOLE   177,600 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 36,019 1,956,500 SH   SOLE   1,956,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 28,135 202,700 SH   SOLE   202,700 0 0
SQUARE INC CL A 852234103 28,275 377,400 SH   SOLE   377,400 0 0
STRYKER CORP COM 863667101 38,450 194,664 SH   SOLE   194,664 0 0
SYNOPSYS INC COM 871607107 40,518 351,871 SH   SOLE   351,871 0 0
SYSCO CORP COM 871829107 28,299 423,896 SH   SOLE   423,896 0 0
TABLEAU SOFTWARE INC CL A 87336U105 36,292 285,138 SH   SOLE   285,138 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 43,151 679,536 SH   SOLE   679,536 0 0
TARGET CORP COM 87612E106 32,610 406,304 SH   SOLE   406,304 0 0
TE CONNECTIVITY LTD REG SHS H84989104 36,329 449,890 SH   SOLE   449,890 0 0
TECHNIPFMC PLC COM G87110105 36,941 1,570,616 SH   SOLE   1,570,616 0 0
TERADATA CORP DEL COM 88076W103 33,128 758,941 SH   SOLE   758,941 0 0
TEXAS INSTRS INC COM 882508104 29,603 279,088 SH   SOLE   279,088 0 0
TEXAS ROADHOUSE INC COM 882681109 33,957 546,020 SH   SOLE   546,020 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 31,695 115,792 SH   SOLE   115,792 0 0
THOR INDS INC COM 885160101 33,742 541,000 SH   SOLE   541,000 0 0
TWITTER INC COM 90184L102 30,089 915,116 SH   SOLE   915,116 0 0
UNITEDHEALTH GROUP INC COM 91324P102 28,471 115,147 SH   SOLE   115,147 0 0
VAIL RESORTS INC COM 91879Q109 37,868 174,268 SH   SOLE   174,268 0 0
VERISK ANALYTICS INC COM 92345Y106 38,051 286,100 SH   SOLE   286,100 0 0
V F CORP COM 918204108 36,463 419,552 SH   SOLE   419,552 0 0
VISA INC COM CL A 92826C839 38,688 247,700 SH   SOLE   247,700 0 0
VMWARE INC CL A COM 928563402 31,361 173,736 SH   SOLE   173,736 0 0
WASTE MGMT INC DEL COM 94106L109 38,020 365,896 SH   SOLE   365,896 0 0
WORKDAY INC CL A 98138H101 35,798 185,626 SH   SOLE   185,626 0 0
WORLDPAY INC CL A 981558109 37,022 326,184 SH   SOLE   326,184 0 0
XILINX INC COM 983919101 37,977 299,526 SH   SOLE   299,526 0 0
XYLEM INC COM 98419M100 39,251 496,600 SH   SOLE   496,600 0 0
YUM BRANDS INC COM 988498101 30,973 310,324 SH   SOLE   310,324 0 0
ZOETIS INC CL A 98978V103 32,317 321,024 SH   SOLE   321,024 0 0