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
1LIFE HEALTHCARE INC COM 68269G107 35,906 918,774 SH   SOLE   918,774 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 59,809 216,502 SH   SOLE   216,502 0 0
ACTIVISION BLIZZARD INC COM 00507V109 53,596 576,300 SH   SOLE   576,300 0 0
ALLEGION PLC ORD SHS G0176J109 60,535 481,886 SH   SOLE   481,886 0 0
ALPHABET INC CAP STK CL A 02079K305 54,725 26,533 SH   SOLE   26,533 0 0
AMAZON COM INC COM 023135106 52,912 17,101 SH   SOLE   17,101 0 0
AMERICAN ELEC PWR CO INC COM 025537101 52,865 624,141 SH   SOLE   624,141 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 52,402 349,533 SH   SOLE   349,533 0 0
AMPHENOL CORP NEW CL A 032095101 58,138 881,276 SH   SOLE   881,276 0 0
ANALOG DEVICES INC COM 032654105 45,780 295,200 SH   SOLE   295,200 0 0
APPLIED MATLS INC COM 038222105 63,903 478,314 SH   SOLE   478,314 0 0
ATMOS ENERGY CORP COM 049560105 62,444 631,703 SH   SOLE   631,703 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 40,979 439,363 SH   SOLE   439,363 0 0
AUTOZONE INC COM 053332102 61,938 44,106 SH   SOLE   44,106 0 0
BAXTER INTL INC COM 071813109 58,508 693,714 SH   SOLE   693,714 0 0
BIO RAD LABS INC CL A 090572207 52,866 92,557 SH   SOLE   92,557 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 61,859 1,378,931 SH   SOLE   1,378,931 0 0
BOOKING HOLDINGS INC COM 09857L108 54,751 23,500 SH   SOLE   23,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 56,054 409,186 SH   SOLE   409,186 0 0
CAMPBELL SOUP CO COM 134429109 58,238 1,158,500 SH   SOLE   1,158,500 0 0
CATERPILLAR INC COM 149123101 57,852 249,500 SH   SOLE   249,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 54,835 88,871 SH   SOLE   88,871 0 0
CINTAS CORP COM 172908105 54,815 160,603 SH   SOLE   160,603 0 0
COGNEX CORP COM 192422103 55,660 670,686 SH   SOLE   670,686 0 0
COPA HOLDINGS SA CL A P31076105 58,952 729,700 SH   SOLE   729,700 0 0
COPART INC COM 217204106 51,360 472,883 SH   SOLE   472,883 0 0
CREE INC COM 225447101 50,702 468,894 SH   SOLE   468,894 0 0
CSX CORP COM 126408103 58,900 610,873 SH   SOLE   610,873 0 0
CUMMINS INC COM 231021106 54,854 211,700 SH   SOLE   211,700 0 0
DANAHER CORPORATION COM 235851102 46,277 205,601 SH   SOLE   205,601 0 0
DELL TECHNOLOGIES INC CL C 24703L202 59,404 673,900 SH   SOLE   673,900 0 0
DONALDSON INC COM 257651109 55,409 952,702 SH   SOLE   952,702 0 0
DROPBOX INC CL A 26210C104 62,620 2,348,853 SH   SOLE   2,348,853 0 0
EAGLE MATLS INC COM 26969P108 51,025 379,621 SH   SOLE   379,621 0 0
ECOLAB INC COM 278865100 57,407 268,171 SH   SOLE   268,171 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 45,592 545,100 SH   SOLE   545,100 0 0
ELASTIC N V ORD SHS N14506104 41,200 370,505 SH   SOLE   370,505 0 0
ELECTRONIC ARTS INC COM 285512109 53,930 398,389 SH   SOLE   398,389 0 0
EXPEDIA GROUP INC COM NEW 30212P303 58,211 338,200 SH   SOLE   338,200 0 0
EXPONENT INC COM 30214U102 54,562 559,900 SH   SOLE   559,900 0 0
FACEBOOK INC CL A 30303M102 59,537 202,142 SH   SOLE   202,142 0 0
FAIR ISAAC CORP COM 303250104 58,576 120,514 SH   SOLE   120,514 0 0
FASTENAL CO COM 311900104 58,728 1,168,026 SH   SOLE   1,168,026 0 0
FEDEX CORP COM 31428X106 60,643 213,500 SH   SOLE   213,500 0 0
FORTIVE CORP COM 34959J108 56,316 797,229 SH   SOLE   797,229 0 0
GUARDANT HEALTH INC COM 40131M109 53,064 347,622 SH   SOLE   347,622 0 0
HENRY SCHEIN INC COM 806407102 59,285 856,225 SH   SOLE   856,225 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 54,317 449,200 SH   SOLE   449,200 0 0
HOME DEPOT INC COM 437076102 59,752 195,749 SH   SOLE   195,749 0 0
HUMANA INC COM 444859102 60,517 144,347 SH   SOLE   144,347 0 0
IDEXX LABS INC COM 45168D104 391 800 SH   SOLE   800 0 0
ILLUMINA INC COM 452327109 39,059 101,700 SH   SOLE   101,700 0 0
INGEVITY CORP COM 45688C107 59,350 785,774 SH   SOLE   785,774 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 55,790 499,549 SH   SOLE   499,549 0 0
IPG PHOTONICS CORP COM 44980X109 51,342 243,394 SH   SOLE   243,394 0 0
IQVIA HLDGS INC COM 46266C105 56,275 291,367 SH   SOLE   291,367 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 68,810 260,723 SH   SOLE   260,723 0 0
LAM RESEARCH CORP COM 512807108 49,389 82,974 SH   SOLE   82,974 0 0
LEAR CORP COM NEW 521865204 58,088 320,485 SH   SOLE   320,485 0 0
LENNOX INTL INC COM 526107107 61,975 198,900 SH   SOLE   198,900 0 0
LINDE PLC SHS G5494J103 60,661 216,538 SH   SOLE   216,538 0 0
MARKETAXESS HLDGS INC COM 57060D108 48,200 96,802 SH   SOLE   96,802 0 0
MARRIOTT INTL INC NEW CL A 571903202 54,268 366,400 SH   SOLE   366,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 55,477 155,813 SH   SOLE   155,813 0 0
MCDONALDS CORP COM 580135101 47,061 209,964 SH   SOLE   209,964 0 0
MERCADOLIBRE INC COM 58733R102 49,507 33,629 SH   SOLE   33,629 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 56,785 49,135 SH   SOLE   49,135 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 55,483 357,445 SH   SOLE   357,445 0 0
MICROSOFT CORP COM 594918104 49,199 208,672 SH   SOLE   208,672 0 0
MIDDLEBY CORP COM 596278101 55,521 334,967 SH   SOLE   334,967 0 0
MONDELEZ INTL INC CL A 609207105 56,023 957,165 SH   SOLE   957,165 0 0
MONOLITHIC PWR SYS INC COM 609839105 52,557 148,797 SH   SOLE   148,797 0 0
MSCI INC COM 55354G100 56,771 135,400 SH   SOLE   135,400 0 0
NASDAQ INC COM 631103108 59,089 400,712 SH   SOLE   400,712 0 0
NETEASE INC SPONSORED ADS 64110W102 382 3,700 SH   SOLE   3,700 0 0
NIKE INC CL B 654106103 54,897 413,100 SH   SOLE   413,100 0 0
NIO INC SPON ADS 62914V106 40,559 1,040,500 SH   SOLE   1,040,500 0 0
NORFOLK SOUTHN CORP COM 655844108 50,482 188,001 SH   SOLE   188,001 0 0
NVIDIA CORPORATION COM 67066G104 52,539 98,400 SH   SOLE   98,400 0 0
ONE GAS INC COM 68235P108 61,031 793,537 SH   SOLE   793,537 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 50,516 99,587 SH   SOLE   99,587 0 0
OWENS CORNING NEW COM 690742101 50,491 548,276 SH   SOLE   548,276 0 0
PAYPAL HLDGS INC COM 70450Y103 42,972 176,956 SH   SOLE   176,956 0 0
PINDUODUO INC SPONSORED ADS 722304102 41,677 311,300 SH   SOLE   311,300 0 0
PINTEREST INC CL A 72352L106 48,889 660,400 SH   SOLE   660,400 0 0
PPG INDS INC COM 693506107 48,656 323,813 SH   SOLE   323,813 0 0
PROCTER AND GAMBLE CO COM 742718109 58,882 434,779 SH   SOLE   434,779 0 0
REPLIGEN CORP COM 759916109 50,145 257,933 SH   SOLE   257,933 0 0
REPUBLIC SVCS INC COM 760759100 58,736 591,204 SH   SOLE   591,204 0 0
RESMED INC COM 761152107 43,440 223,893 SH   SOLE   223,893 0 0
ROBERT HALF INTL INC COM 770323103 45,988 589,064 SH   SOLE   589,064 0 0
ROCKWELL AUTOMATION INC COM 773903109 57,910 218,166 SH   SOLE   218,166 0 0
ROPER TECHNOLOGIES INC COM 776696106 55,872 138,524 SH   SOLE   138,524 0 0
S&P GLOBAL INC COM 78409V104 49,823 141,195 SH   SOLE   141,195 0 0
SALESFORCE COM INC COM 79466L302 49,874 235,398 SH   SOLE   235,398 0 0
SEA LTD SPONSORD ADS 81141R100 55,272 247,600 SH   SOLE   247,600 0 0
SERVICE CORP INTL COM 817565104 55,729 1,091,655 SH   SOLE   1,091,655 0 0
SERVICENOW INC COM 81762P102 42,698 85,377 SH   SOLE   85,377 0 0
SNAP INC CL A 83304A106 35,661 681,983 SH   SOLE   681,983 0 0
SOUTHWEST AIRLS CO COM 844741108 58,392 956,300 SH   SOLE   956,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 39,049 145,731 SH   SOLE   145,731 0 0
SQUARE INC CL A 852234103 41,096 180,999 SH   SOLE   180,999 0 0
STRYKER CORPORATION COM 863667101 54,735 224,712 SH   SOLE   224,712 0 0
SYNOPSYS INC COM 871607107 54,464 219,806 SH   SOLE   219,806 0 0
SYSCO CORP COM 871829107 53,235 676,092 SH   SOLE   676,092 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 43,899 248,436 SH   SOLE   248,436 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 54,321 615,538 SH   SOLE   615,538 0 0
TE CONNECTIVITY LTD REG SHS H84989104 53,828 416,916 SH   SOLE   416,916 0 0
TELADOC HEALTH INC COM 87918A105 34,379 189,158 SH   SOLE   189,158 0 0
TEXAS INSTRS INC COM 882508104 60,108 318,046 SH   SOLE   318,046 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 43,725 95,809 SH   SOLE   95,809 0 0
THOR INDS INC COM 885160101 50,173 372,370 SH   SOLE   372,370 0 0
TOPBUILD CORP COM 89055F103 48,085 229,600 SH   SOLE   229,600 0 0
THE TRADE DESK INC COM CL A 88339J105 38,434 58,979 SH   SOLE   58,979 0 0
UNITED RENTALS INC COM 911363109 59,572 180,900 SH   SOLE   180,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,611 138,713 SH   SOLE   138,713 0 0
VEEVA SYS INC CL A COM 922475108 42,791 163,800 SH   SOLE   163,800 0 0
VERISK ANALYTICS INC COM 92345Y106 51,362 290,691 SH   SOLE   290,691 0 0
VISA INC COM CL A 92826C839 55,320 261,278 SH   SOLE   261,278 0 0
WABTEC COM 929740108 51,428 649,671 SH   SOLE   649,671 0 0
WASTE MGMT INC DEL COM 94106L109 59,949 464,649 SH   SOLE   464,649 0 0
WEX INC COM 96208T104 52,850 252,604 SH   SOLE   252,604 0 0
WORKDAY INC CL A 98138H101 53,065 213,602 SH   SOLE   213,602 0 0
XILINX INC COM 983919101 44,808 361,648 SH   SOLE   361,648 0 0
XPO LOGISTICS INC COM 983793100 58,222 472,200 SH   SOLE   472,200 0 0
YUM BRANDS INC COM 988498101 56,692 524,050 SH   SOLE   524,050 0 0
ZENDESK INC COM 98936J101 41,609 313,748 SH   SOLE   313,748 0 0
ZILLOW GROUP INC CL A 98954M101 41,976 319,500 SH   SOLE   319,500 0 0
ZOETIS INC CL A 98978V103 53,264 338,230 SH   SOLE   338,230 0 0