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 36,107 264,500 SH   SOLE   264,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 34,251 209,796 SH   SOLE   209,796 0 0
ACTIVISION BLIZZARD INC COM 00507V109 40,702 684,300 SH   SOLE   684,300 0 0
ADOBE INC COM 00724F101 36,820 115,700 SH   SOLE   115,700 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 17,309 189,194 SH   SOLE   189,194 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33,749 173,535 SH   SOLE   173,535 0 0
ALLEGION PLC ORD SHS G0176J109 37,589 408,487 SH   SOLE   408,487 0 0
ALPHABET INC CAP STK CL A 02079K305 33,398 28,743 SH   SOLE   28,743 0 0
AMAZON COM INC COM 023135106 39,999 20,515 SH   SOLE   20,515 0 0
AMBEV SA SPONSORED ADR 02319V103 34,145 14,845,660 SH   SOLE   14,845,660 0 0
AMERICAN ELEC PWR CO INC COM 025537101 30,144 376,900 SH   SOLE   376,900 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 46,569 389,505 SH   SOLE   389,505 0 0
AMPHENOL CORP NEW CL A 032095101 38,171 523,750 SH   SOLE   523,750 0 0
APPLIED MATLS INC COM 038222105 39,556 863,300 SH   SOLE   863,300 0 0
ASPEN TECHNOLOGY INC COM 045327103 41,309 434,508 SH   SOLE   434,508 0 0
ATLASSIAN CORP PLC CL A G06242104 48,727 355,000 SH   SOLE   355,000 0 0
ATMOS ENERGY CORP COM 049560105 45,566 459,200 SH   SOLE   459,200 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 41,866 589,489 SH   SOLE   589,489 0 0
BAUSCH HEALTH COS INC COM 071734107 33,301 2,148,462 SH   SOLE   2,148,462 0 0
BAXTER INTL INC COM 071813109 37,558 462,596 SH   SOLE   462,596 0 0
BECTON DICKINSON & CO COM 075887109 40,095 174,500 SH   SOLE   174,500 0 0
BIOGEN INC COM 09062X103 40,497 128,000 SH   SOLE   128,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 40,538 427,480 SH   SOLE   427,480 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 37,988 858,493 SH   SOLE   858,493 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 45,132 683,400 SH   SOLE   683,400 0 0
CAMPBELL SOUP CO COM 134429109 38,340 830,600 SH   SOLE   830,600 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 34,905 80,000 SH   SOLE   80,000 0 0
CINTAS CORP COM 172908105 33,397 192,800 SH   SOLE   192,800 0 0
COGNEX CORP COM 192422103 39,756 941,630 SH   SOLE   941,630 0 0
CSX CORP COM 126408103 31,612 551,700 SH   SOLE   551,700 0 0
DANAHER CORPORATION COM 235851102 36,623 264,600 SH   SOLE   264,600 0 0
DEXCOM INC COM 252131107 48,615 180,544 SH   SOLE   180,544 0 0
DOLLAR GEN CORP NEW COM 256677105 47,871 317,006 SH   SOLE   317,006 0 0
DROPBOX INC CL A 26210C104 6,900 381,240 SH   SOLE   381,240 0 0
EAGLE MATERIALS INC COM 26969P108 40,053 685,600 SH   SOLE   685,600 0 0
ECOLAB INC COM 278865100 39,955 256,400 SH   SOLE   256,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 75 400 SH   SOLE   400 0 0
ELECTRONIC ARTS INC COM 285512109 39,973 399,052 SH   SOLE   399,052 0 0
FACEBOOK INC CL A 30303M102 35,228 211,200 SH   SOLE   211,200 0 0
FAIR ISAAC CORP COM 303250104 43,311 140,763 SH   SOLE   140,763 0 0
FASTENAL CO COM 311900104 34,981 1,119,400 SH   SOLE   1,119,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 87 716 SH   SOLE   716 0 0
FISERV INC COM 337738108 35,419 372,872 SH   SOLE   372,872 0 0
FORTIVE CORP COM 34959J108 40,050 725,681 SH   SOLE   725,681 0 0
GENERAL ELECTRIC CO COM 369604103 27,295 3,437,600 SH   SOLE   3,437,600 0 0
HOME DEPOT INC COM 437076102 34,107 182,671 SH   SOLE   182,671 0 0
HUMANA INC COM 444859102 47,188 150,270 SH   SOLE   150,270 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 33,133 181,840 SH   SOLE   181,840 0 0
IDEXX LABS INC COM 45168D104 38,540 159,100 SH   SOLE   159,100 0 0
INGEVITY CORP COM 45688C107 32,317 918,083 SH   SOLE   918,083 0 0
INGREDION INC COM 457187102 41,719 552,576 SH   SOLE   552,576 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 44,044 545,431 SH   SOLE   545,431 0 0
INTUIT COM 461202103 92 400 SH   SOLE   400 0 0
IQVIA HLDGS INC COM 46266C105 36,826 341,422 SH   SOLE   341,422 0 0
HENRY JACK & ASSOC INC COM 426281101 49,642 319,779 SH   SOLE   319,779 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 32,698 257,100 SH   SOLE   257,100 0 0
KINDER MORGAN INC DEL COM 49456B101 35,752 2,568,375 SH   SOLE   2,568,375 0 0
LAM RESEARCH CORP COM 512807108 32,978 137,408 SH   SOLE   137,408 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 34,521 946,039 SH   SOLE   946,039 0 0
MARKETAXESS HLDGS INC COM 57060D108 100 300 SH   SOLE   300 0 0
MASTERCARD INC CL A 57636Q104 31,876 131,958 SH   SOLE   131,958 0 0
MCDONALDS CORP COM 580135101 32,789 198,300 SH   SOLE   198,300 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 31,439 2,535,426 SH   SOLE   2,535,426 0 0
MERCADOLIBRE INC COM 58733R102 38,306 78,403 SH   SOLE   78,403 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 45,112 65,331 SH   SOLE   65,331 0 0
MICROSOFT CORP COM 594918104 38,893 246,613 SH   SOLE   246,613 0 0
MONDELEZ INTL INC CL A 609207105 42,643 851,500 SH   SOLE   851,500 0 0
MSCI INC COM 55354G100 49,441 171,100 SH   SOLE   171,100 0 0
NASDAQ INC COM 631103108 44,449 468,126 SH   SOLE   468,126 0 0
NAVISTAR INTL CORP NEW COM 63934E108 23,861 1,446,987 SH   SOLE   1,446,987 0 0
NETEASE INC SPONSORED ADS 64110W102 1,704 5,310 SH   SOLE   5,310 0 0
NORFOLK SOUTHERN CORP COM 655844108 30,645 209,900 SH   SOLE   209,900 0 0
ONE GAS INC COM 68235P108 47,829 571,978 SH   SOLE   571,978 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 33,877 112,528 SH   SOLE   112,528 0 0
PAYPAL HLDGS INC COM 70450Y103 33,921 354,304 SH   SOLE   354,304 0 0
PENUMBRA INC COM 70975L107 46,915 290,800 SH   SOLE   290,800 0 0
PROCTER & GAMBLE CO COM 742718109 43,318 393,800 SH   SOLE   393,800 0 0
REPLIGEN CORP COM 759916109 45,705 473,433 SH   SOLE   473,433 0 0
REPUBLIC SVCS INC COM 760759100 40,357 537,664 SH   SOLE   537,664 0 0
RESMED INC COM 761152107 103 700 SH   SOLE   700 0 0
ROCKWELL AUTOMATION INC COM 773903109 41,078 272,200 SH   SOLE   272,200 0 0
ROPER TECHNOLOGIES INC COM 776696106 41,813 134,098 SH   SOLE   134,098 0 0
S&P GLOBAL INC COM 78409V104 35,098 143,226 SH   SOLE   143,226 0 0
SALESFORCE COM INC COM 79466L302 33,207 230,633 SH   SOLE   230,633 0 0
SERVICENOW INC COM 81762P102 37,427 130,600 SH   SOLE   130,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 36,201 298,100 SH   SOLE   298,100 0 0
SQUARE INC CL A 852234103 31,150 594,700 SH   SOLE   594,700 0 0
STRYKER CORP COM 863667101 42,166 253,264 SH   SOLE   253,264 0 0
SYNOPSYS INC COM 871607107 43,111 334,741 SH   SOLE   334,741 0 0
SYSCO CORP COM 871829107 28,062 614,996 SH   SOLE   614,996 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,401 20,239 SH   SOLE   20,239 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 43,246 672,036 SH   SOLE   672,036 0 0
TEXAS ROADHOUSE INC COM 882681109 35,233 853,093 SH   SOLE   853,093 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,690 129,372 SH   SOLE   129,372 0 0
THOR INDS INC COM 885160101 30,199 715,961 SH   SOLE   715,961 0 0
THE TRADE DESK INC COM CL A 88339J105 35,879 185,900 SH   SOLE   185,900 0 0
TWITTER INC COM 90184L102 30,315 1,234,316 SH   SOLE   1,234,316 0 0
UNITEDHEALTH GROUP INC COM 91324P102 36,471 146,247 SH   SOLE   146,247 0 0
VAIL RESORTS INC COM 91879Q109 33,502 226,809 SH   SOLE   226,809 0 0
VERISK ANALYTICS INC COM 92345Y106 43,429 311,587 SH   SOLE   311,587 0 0
V F CORP COM 918204108 35,532 657,024 SH   SOLE   657,024 0 0
VISA INC COM CL A 92826C839 41,467 257,368 SH   SOLE   257,368 0 0
WASTE MGMT INC DEL COM 94106L109 38,394 414,800 SH   SOLE   414,800 0 0
WORKDAY INC CL A 98138H101 36,685 281,714 SH   SOLE   281,714 0 0
YUM BRANDS INC COM 988498101 38,516 562,033 SH   SOLE   562,033 0 0
ZENDESK INC COM 98936J101 39,297 613,927 SH   SOLE   613,927 0 0
ZOETIS INC CL A 98978V103 43,298 367,900 SH   SOLE   367,900 0 0