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 37,543 1,853,967 SH   SOLE   1,853,967 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 72,205 225,698 SH   SOLE   225,698 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 65,575 113,900 SH   SOLE   113,900 0 0
ALASKA AIR GROUP INC COM 011659109 66,798 1,139,900 SH   SOLE   1,139,900 0 0
ALPHABET INC CAP STK CL A 02079K305 74,896 28,014 SH   SOLE   28,014 0 0
AMAZON COM INC COM 023135106 70,152 21,355 SH   SOLE   21,355 0 0
AMERICAN ELEC PWR CO INC COM 025537101 58,833 724,719 SH   SOLE   724,719 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 70,758 418,590 SH   SOLE   418,590 0 0
AMPHENOL CORP NEW CL A 032095101 75,417 1,029,859 SH   SOLE   1,029,859 0 0
ANALOG DEVICES INC COM 032654105 66,240 395,511 SH   SOLE   395,511 0 0
APPLE INC COM 037833100 67,467 476,800 SH   SOLE   476,800 0 0
APPLIED MATLS INC COM 038222105 69,690 541,369 SH   SOLE   541,369 0 0
ATMOS ENERGY CORP COM 049560105 63,374 718,523 SH   SOLE   718,523 0 0
AUTOZONE INC COM 053332102 74,917 44,121 SH   SOLE   44,121 0 0
BED BATH & BEYOND INC COM 075896100 37,896 2,193,700 SH   SOLE   2,193,700 0 0
BIO RAD LABS INC CL A 090572207 77,198 103,490 SH   SOLE   103,490 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 67,043 1,220,731 SH   SOLE   1,220,731 0 0
BOOKING HOLDINGS INC COM 09857L108 75,999 32,015 SH   SOLE   32,015 0 0
BURLINGTON STORES INC COM 122017106 65,118 229,635 SH   SOLE   229,635 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 55,483 1,146,100 SH   SOLE   1,146,100 0 0
CATERPILLAR INC COM 149123101 64,240 334,634 SH   SOLE   334,634 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 70,271 96,584 SH   SOLE   96,584 0 0
CLOUDFLARE INC CL A COM 18915M107 62,577 555,500 SH   SOLE   555,500 0 0
COGNEX CORP COM 192422103 68,588 854,999 SH   SOLE   854,999 0 0
COPA HOLDINGS SA CL A P31076105 66,883 821,858 SH   SOLE   821,858 0 0
COSTCO WHSL CORP NEW COM 22160K105 72,974 162,400 SH   SOLE   162,400 0 0
CSX CORP COM 126408103 65,916 2,216,402 SH   SOLE   2,216,402 0 0
CUMMINS INC COM 231021106 67,885 302,304 SH   SOLE   302,304 0 0
CVS HEALTH CORP COM 126650100 72,521 854,600 SH   SOLE   854,600 0 0
DANA INC COM 235825205 59,459 2,673,500 SH   SOLE   2,673,500 0 0
DANAHER CORPORATION COM 235851102 64,413 211,577 SH   SOLE   211,577 0 0
DELL TECHNOLOGIES INC CL C 24703L202 76,457 734,880 SH   SOLE   734,880 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 79,845 1,873,849 SH   SOLE   1,873,849 0 0
DOLLAR TREE INC COM 256746108 70,881 740,500 SH   SOLE   740,500 0 0
DONALDSON INC COM 257651109 54,715 953,050 SH   SOLE   953,050 0 0
DROPBOX INC CL A 26210C104 66,789 2,285,722 SH   SOLE   2,285,722 0 0
EAGLE MATLS INC COM 26969P108 49,022 373,757 SH   SOLE   373,757 0 0
EAST WEST BANCORP INC COM 27579R104 64,979 838,000 SH   SOLE   838,000 0 0
ECOLAB INC COM 278865100 68,294 327,361 SH   SOLE   327,361 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 65,494 578,519 SH   SOLE   578,519 0 0
ELASTIC N V ORD SHS N14506104 61,516 412,885 SH   SOLE   412,885 0 0
ELECTRONIC ARTS INC COM 285512109 71,421 502,080 SH   SOLE   502,080 0 0
EXPEDIA GROUP INC COM NEW 30212P303 83,539 509,697 SH   SOLE   509,697 0 0
EXPONENT INC COM 30214U102 70,810 625,803 SH   SOLE   625,803 0 0
FACEBOOK INC CL A 30303M102 68,468 201,737 SH   SOLE   201,737 0 0
FAIR ISAAC CORP COM 303250104 64,762 162,748 SH   SOLE   162,748 0 0
FASTENAL CO COM 311900104 68,318 1,323,731 SH   SOLE   1,323,731 0 0
FEDEX CORP COM 31428X106 57,691 263,081 SH   SOLE   263,081 0 0
FIRST FINL BANKSHARES INC COM 32020R109 57,539 1,252,203 SH   SOLE   1,252,203 0 0
FORTIVE CORP COM 34959J108 69,583 986,019 SH   SOLE   986,019 0 0
GUARDANT HEALTH INC COM 40131M109 55,157 441,220 SH   SOLE   441,220 0 0
HENRY SCHEIN INC COM 806407102 71,441 938,033 SH   SOLE   938,033 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 76,557 579,498 SH   SOLE   579,498 0 0
HOME DEPOT INC COM 437076102 71,595 218,106 SH   SOLE   218,106 0 0
HUMANA INC COM 444859102 67,704 173,978 SH   SOLE   173,978 0 0
IDEXX LABS INC COM 45168D104 684 1,100 SH   SOLE   1,100 0 0
ILLUMINA INC COM 452327109 52,653 129,811 SH   SOLE   129,811 0 0
INGEVITY CORP COM 45688C107 55,071 771,632 SH   SOLE   771,632 0 0
IQVIA HLDGS INC COM 46266C105 69,487 290,086 SH   SOLE   290,086 0 0
KOHLS CORP COM 500255104 53,857 1,143,700 SH   SOLE   1,143,700 0 0
LAM RESEARCH CORP COM 512807108 60,030 105,473 SH   SOLE   105,473 0 0
LEAR CORP COM NEW 521865204 69,611 444,858 SH   SOLE   444,858 0 0
LENNOX INTL INC COM 526107107 64,159 218,101 SH   SOLE   218,101 0 0
LINDE PLC SHS G5494J103 70,429 240,062 SH   SOLE   240,062 0 0
MARKETAXESS HLDGS INC COM 57060D108 67,228 159,805 SH   SOLE   159,805 0 0
MARRIOTT INTL INC NEW CL A 571903202 75,560 510,233 SH   SOLE   510,233 0 0
MASTERCARD INCORPORATED CL A 57636Q104 765 2,200 SH   SOLE   2,200 0 0
MCDONALDS CORP COM 580135101 63,783 264,539 SH   SOLE   264,539 0 0
MERCADOLIBRE INC COM 58733R102 672 400 SH   SOLE   400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 64,762 47,019 SH   SOLE   47,019 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 74,286 483,978 SH   SOLE   483,978 0 0
MICROSOFT CORP COM 594918104 63,925 226,749 SH   SOLE   226,749 0 0
MIDDLEBY CORP COM 596278101 56,926 333,856 SH   SOLE   333,856 0 0
MONDELEZ INTL INC CL A 609207105 64,180 1,103,131 SH   SOLE   1,103,131 0 0
MONOLITHIC PWR SYS INC COM 609839105 83,735 172,763 SH   SOLE   172,763 0 0
MSCI INC COM 55354G100 75,017 123,314 SH   SOLE   123,314 0 0
NASDAQ INC COM 631103108 73,588 381,243 SH   SOLE   381,243 0 0
NIKE INC CL B 654106103 63,459 436,954 SH   SOLE   436,954 0 0
NIO INC SPON ADS 62914V106 14,498 406,900 SH   SOLE   406,900 0 0
NORFOLK SOUTHN CORP COM 655844108 57,381 239,839 SH   SOLE   239,839 0 0
NVIDIA CORPORATION COM 67066G104 76,793 370,696 SH   SOLE   370,696 0 0
ONE GAS INC COM 68235P108 52,447 827,637 SH   SOLE   827,637 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 62,688 102,589 SH   SOLE   102,589 0 0
OWENS CORNING NEW COM 690742101 56,731 663,520 SH   SOLE   663,520 0 0
PAYPAL HLDGS INC COM 70450Y103 63,561 244,268 SH   SOLE   244,268 0 0
PINTEREST INC CL A 72352L106 61,471 1,206,500 SH   SOLE   1,206,500 0 0
PPG INDS INC COM 693506107 53,989 377,517 SH   SOLE   377,517 0 0
PROCTER AND GAMBLE CO COM 742718109 71,093 508,532 SH   SOLE   508,532 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 76,354 3,583,000 SH   SOLE   3,583,000 0 0
REPLIGEN CORP COM 759916109 78,340 271,083 SH   SOLE   271,083 0 0
REPUBLIC SVCS INC COM 760759100 71,554 595,988 SH   SOLE   595,988 0 0
ROBERT HALF INTL INC COM 770323103 68,315 680,899 SH   SOLE   680,899 0 0
ROCKWELL AUTOMATION INC COM 773903109 69,413 236,068 SH   SOLE   236,068 0 0
ROPER TECHNOLOGIES INC COM 776696106 64,492 144,559 SH   SOLE   144,559 0 0
ROSS STORES INC COM 778296103 66,355 609,600 SH   SOLE   609,600 0 0
S&P GLOBAL INC COM 78409V104 62,502 147,102 SH   SOLE   147,102 0 0
SALESFORCE COM INC COM 79466L302 81,818 301,665 SH   SOLE   301,665 0 0
SEA LTD SPONSORD ADS 81141R100 63,309 198,628 SH   SOLE   198,628 0 0
SERVICE CORP INTL COM 817565104 60,848 1,009,753 SH   SOLE   1,009,753 0 0
SERVICENOW INC COM 81762P102 809 1,300 SH   SOLE   1,300 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 67,961 249,600 SH   SOLE   249,600 0 0
SNAP INC CL A 83304A106 857 11,600 SH   SOLE   11,600 0 0
SOUTHWEST AIRLS CO COM 844741108 75,516 1,468,326 SH   SOLE   1,468,326 0 0
SQUARE INC CL A 852234103 61,639 257,000 SH   SOLE   257,000 0 0
STRYKER CORPORATION COM 863667101 71,094 269,583 SH   SOLE   269,583 0 0
SVB FINANCIAL GROUP COM 78486Q101 82,413 127,400 SH   SOLE   127,400 0 0
SYNOPSYS INC COM 871607107 75,235 251,279 SH   SOLE   251,279 0 0
SYSCO CORP COM 871829107 73,088 931,061 SH   SOLE   931,061 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 57,768 374,945 SH   SOLE   374,945 0 0
TE CONNECTIVITY LTD REG SHS H84989104 71,247 519,216 SH   SOLE   519,216 0 0
TEXAS INSTRS INC COM 882508104 72,817 378,840 SH   SOLE   378,840 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 66,585 116,544 SH   SOLE   116,544 0 0
THOR INDS INC COM 885160101 56,406 459,484 SH   SOLE   459,484 0 0
TOPBUILD CORP COM 89055F103 53,952 263,427 SH   SOLE   263,427 0 0
THE TRADE DESK INC COM CL A 88339J105 703 10,000 SH   SOLE   10,000 0 0
UNITED RENTALS INC COM 911363109 76,467 217,897 SH   SOLE   217,897 0 0
UNITEDHEALTH GROUP INC COM 91324P102 60,570 155,014 SH   SOLE   155,014 0 0
VEEVA SYS INC CL A COM 922475108 749 2,600 SH   SOLE   2,600 0 0
VISA INC COM CL A 92826C839 68,062 305,554 SH   SOLE   305,554 0 0
WASTE MGMT INC DEL COM 94106L109 73,089 489,347 SH   SOLE   489,347 0 0
WESTROCK CO COM 96145D105 71,660 1,438,085 SH   SOLE   1,438,085 0 0
WEX INC COM 96208T104 58,607 332,731 SH   SOLE   332,731 0 0
XILINX INC COM 983919101 72,672 481,302 SH   SOLE   481,302 0 0
XPO LOGISTICS INC COM 983793100 59,327 745,500 SH   SOLE   745,500 0 0
YUM BRANDS INC COM 988498101 71,706 586,264 SH   SOLE   586,264 0 0
ZIONS BANCORPORATION N A COM 989701107 69,304 1,119,800 SH   SOLE   1,119,800 0 0