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
3M CO COM 88579Y101 43,911 248,900 SH   SOLE   248,900 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 45,819 217,596 SH   SOLE   217,596 0 0
ADOBE INC COM 00724F101 59,729 181,100 SH   SOLE   181,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,406 199,935 SH   SOLE   199,935 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 57,102 458,500 SH   SOLE   458,500 0 0
ALPHABET INC CAP STK CL A 02079K305 43,798 32,700 SH   SOLE   32,700 0 0
AMAZON COM INC COM 023135106 44,934 24,317 SH   SOLE   24,317 0 0
AMBEV SA SPONSORED ADR 02319V103 54,217 11,634,577 SH   SOLE   11,634,577 0 0
AMERICAN ELEC PWR CO INC COM 025537101 37,955 401,600 SH   SOLE   401,600 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 54,681 445,105 SH   SOLE   445,105 0 0
AMPHENOL CORP NEW CL A 032095101 55,484 512,648 SH   SOLE   512,648 0 0
ANALOG DEVICES INC COM 032654105 44,353 373,216 SH   SOLE   373,216 0 0
APPLIED MATLS INC COM 038222105 52,800 865,000 SH   SOLE   865,000 0 0
ATLASSIAN CORP PLC CL A G06242104 48,413 402,300 SH   SOLE   402,300 0 0
ATMOS ENERGY CORP COM 049560105 43,167 385,900 SH   SOLE   385,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 47,997 599,889 SH   SOLE   599,889 0 0
BAUSCH HEALTH COS INC COM 071734107 64,029 2,140,020 SH   SOLE   2,140,020 0 0
BAXTER INTL INC COM 071813109 45,196 540,496 SH   SOLE   540,496 0 0
BECTON DICKINSON & CO COM 075887109 46,915 172,500 SH   SOLE   172,500 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 53,721 434,847 SH   SOLE   434,847 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 53,723 929,458 SH   SOLE   929,458 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 97 1,400 SH   SOLE   1,400 0 0
CELANESE CORP DEL COM 150870103 50,651 411,394 SH   SOLE   411,394 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 54,232 111,800 SH   SOLE   111,800 0 0
CHEVRON CORP NEW COM 166764100 29,888 248,012 SH   SOLE   248,012 0 0
CINTAS CORP COM 172908105 108 400 SH   SOLE   400 0 0
COGNEX CORP COM 192422103 53,995 963,500 SH   SOLE   963,500 0 0
CONOCOPHILLIPS COM 20825C104 45,211 695,236 SH   SOLE   695,236 0 0
CONSTELLATION BRANDS INC CL A 21036P108 42,773 225,416 SH   SOLE   225,416 0 0
CREE INC COM 225447101 50,752 1,099,708 SH   SOLE   1,099,708 0 0
CSX CORP COM 126408103 41,831 578,100 SH   SOLE   578,100 0 0
DANAHER CORPORATION COM 235851102 107 700 SH   SOLE   700 0 0
DEXCOM INC COM 252131107 64,988 297,100 SH   SOLE   297,100 0 0
DOLLAR GEN CORP NEW COM 256677105 52,069 333,818 SH   SOLE   333,818 0 0
EAGLE MATERIALS INC COM 26969P108 51,586 569,000 SH   SOLE   569,000 0 0
ECOLAB INC COM 278865100 52,069 269,800 SH   SOLE   269,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 52,313 224,241 SH   SOLE   224,241 0 0
ELECTRONIC ARTS INC COM 285512109 46,170 429,452 SH   SOLE   429,452 0 0
FACEBOOK INC CL A 30303M102 44,560 217,100 SH   SOLE   217,100 0 0
FASTENAL CO COM 311900104 44,270 1,198,100 SH   SOLE   1,198,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 100 716 SH   SOLE   716 0 0
FISERV INC COM 337738108 54,297 469,572 SH   SOLE   469,572 0 0
FORTIVE CORP COM 34959J108 53,987 706,725 SH   SOLE   706,725 0 0
GENERAL ELECTRIC CO COM 369604103 56,915 5,099,900 SH   SOLE   5,099,900 0 0
HOME DEPOT INC COM 437076102 39,914 182,771 SH   SOLE   182,771 0 0
HUMANA INC COM 444859102 63,298 172,700 SH   SOLE   172,700 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 46,598 185,740 SH   SOLE   185,740 0 0
IDEXX LABS INC COM 45168D104 43,374 166,100 SH   SOLE   166,100 0 0
ILLUMINA INC COM 452327109 46,732 140,870 SH   SOLE   140,870 0 0
INGEVITY CORP COM 45688C107 41,855 479,000 SH   SOLE   479,000 0 0
INGREDION INC COM 457187102 56,560 608,500 SH   SOLE   608,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 50,505 545,703 SH   SOLE   545,703 0 0
INTUIT COM 461202103 105 400 SH   SOLE   400 0 0
IQVIA HLDGS INC COM 46266C105 54,576 353,222 SH   SOLE   353,222 0 0
HENRY JACK & ASSOC INC COM 426281101 50,239 344,879 SH   SOLE   344,879 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 44,524 290,700 SH   SOLE   290,700 0 0
KINDER MORGAN INC DEL COM 49456B101 53,564 2,530,200 SH   SOLE   2,530,200 0 0
LAM RESEARCH CORP COM 512807108 49,857 170,508 SH   SOLE   170,508 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 52,889 841,239 SH   SOLE   841,239 0 0
MARKETAXESS HLDGS INC COM 57060D108 114 300 SH   SOLE   300 0 0
MASTERCARD INC CL A 57636Q104 90 300 SH   SOLE   300 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 53,500 869,778 SH   SOLE   869,778 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 53,851 2,228,026 SH   SOLE   2,228,026 0 0
MERCADOLIBRE INC COM 58733R102 114 200 SH   SOLE   200 0 0
MICROSOFT CORP COM 594918104 45,861 290,813 SH   SOLE   290,813 0 0
MONOLITHIC PWR SYS INC COM 609839105 59,687 335,280 SH   SOLE   335,280 0 0
MSCI INC COM 55354G100 103 400 SH   SOLE   400 0 0
NASDAQ INC COM 631103108 53,092 495,726 SH   SOLE   495,726 0 0
NAVISTAR INTL CORP NEW COM 63934E108 48,468 1,674,778 SH   SOLE   1,674,778 0 0
NORFOLK SOUTHERN CORP COM 655844108 43,116 222,100 SH   SOLE   222,100 0 0
ONE GAS INC COM 68235P108 56,048 599,000 SH   SOLE   599,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 43,093 98,328 SH   SOLE   98,328 0 0
PAYPAL HLDGS INC COM 70450Y103 43,247 399,804 SH   SOLE   399,804 0 0
PENUMBRA INC COM 70975L107 44,796 272,700 SH   SOLE   272,700 0 0
REPUBLIC SVCS INC COM 760759100 51,525 574,864 SH   SOLE   574,864 0 0
RESMED INC COM 761152107 108 700 SH   SOLE   700 0 0
ROCKWELL AUTOMATION INC COM 773903109 58,551 288,900 SH   SOLE   288,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 52,641 148,608 SH   SOLE   148,608 0 0
S&P GLOBAL INC COM 78409V104 44,132 161,626 SH   SOLE   161,626 0 0
SALESFORCE COM INC COM 79466L302 45,024 276,833 SH   SOLE   276,833 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 57,172 3,132,700 SH   SOLE   3,132,700 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 44,357 296,600 SH   SOLE   296,600 0 0
SQUARE INC CL A 852234103 41,671 666,100 SH   SOLE   666,100 0 0
STRYKER CORP COM 863667101 54,052 257,464 SH   SOLE   257,464 0 0
SYNOPSYS INC COM 871607107 89 641 SH   SOLE   641 0 0
SYSCO CORP COM 871829107 44,703 522,596 SH   SOLE   522,596 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 52,179 875,336 SH   SOLE   875,336 0 0
TE CONNECTIVITY LTD REG SHS H84989104 52,788 550,790 SH   SOLE   550,790 0 0
TEXAS INSTRS INC COM 882508104 45,567 355,188 SH   SOLE   355,188 0 0
TEXAS ROADHOUSE INC COM 882681109 55,955 993,520 SH   SOLE   993,520 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 46,561 143,323 SH   SOLE   143,323 0 0
THOR INDS INC COM 885160101 64,506 868,300 SH   SOLE   868,300 0 0
TWITTER INC COM 90184L102 44,739 1,395,916 SH   SOLE   1,395,916 0 0
UNITEDHEALTH GROUP INC COM 91324P102 50,314 171,147 SH   SOLE   171,147 0 0
VAIL RESORTS INC COM 91879Q109 52,227 217,768 SH   SOLE   217,768 0 0
VERISK ANALYTICS INC COM 92345Y106 90 600 SH   SOLE   600 0 0
V F CORP COM 918204108 59,771 599,752 SH   SOLE   599,752 0 0
VISA INC COM CL A 92826C839 52,775 280,868 SH   SOLE   280,868 0 0
WORKDAY INC CL A 98138H101 52,587 319,772 SH   SOLE   319,772 0 0
XILINX INC COM 983919101 52,388 535,826 SH   SOLE   535,826 0 0
XYLEM INC COM 98419M100 51,269 650,700 SH   SOLE   650,700 0 0
ZOETIS INC CL A 98978V103 93 700 SH   SOLE   700 0 0