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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED DRAIN SYS INC DELCOM00790R1046,68680,000SH SOLE 6,68600
AFFILIATED MANAGERS GROUP INCOM008252108103,6571,019,240SH SOLE 103,65700
AGILENT TECHNOLOGIES INCCOM00846U10199,007835,570SH SOLE 99,00700
AKAMAI TECHNOLOGIES INCCOM00971T101138,8571,322,570SH SOLE 138,85700
ALPHABET INCCAP STK CL A02079K305263,899150,572SH SOLE 263,89900
PROLOGIS INC.COM74340W1037,69677,220SH SOLE 7,69600
AMBEV SASPONSORED ADR02319V10320,8696,819,950SH SOLE 20,86900
AMERICAN WTR WKS CO INC NEWCOM03042010310,18566,363SH SOLE 10,18500
ANGLOGOLD ASHANTI LIMITEDSPONSORED ADR03512820643,2741,913,500SH SOLE 43,27400
APOLLO GLOBAL MGMT INCCOM CL A03768E10528,408580,000SH SOLE 28,40800
APPLE INCCOM0378331006,11446,078SH SOLE 6,11400
ARES CAPITAL CORPCOM04010L10330,0641,780,000SH SOLE 30,06400
AUTOZONE INCCOM05333210260,55251,080SH SOLE 60,55200
BCE INCCOM NEW05534B76052,7331,234,234SH SOLE 52,73300
CHANGE HEALTHCARE INCCOM15912K1007,646410,000SH SOLE 7,64600
BLACKSTONE GROUP INCCOM CL A09260D10740,830630,000SH SOLE 40,83000
BRIGHTVIEW HLDGS INCCOM10948C10710,063665,552SH SOLE 10,06300
BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510429,739720,000SH SOLE 29,73900
CARLYLE GROUP INCCOM14316J10825,152800,000SH SOLE 25,15200
CERNER CORPCOM156782104116,7531,487,682SH SOLE 116,75300
CHURCH & DWIGHT INCCOM17134010255,442635,580SH SOLE 55,44200
COGNIZANT TECHNOLOGY SOLUTIOCL A19244610277,338943,720SH SOLE 77,33800
COLGATE PALMOLIVE COCOM19416210341,254482,450SH SOLE 41,25400
COMCAST CORP NEWCL A20030N10161,8591,180,520SH SOLE 61,85900
DIGITAL RLTY TR INCCOM2538681038,08757,970SH SOLE 8,08700
EQUITY RESIDENTIALSH BEN INT29476L1077,986134,720SH SOLE 7,98600
LAUDER ESTEE COS INCCL A518439104166,179624,288SH SOLE 166,17900
ETSY INCCOM29786A10613,30674,790SH SOLE 13,30600
EVOQUA WATER TECHNOLOGIES COCOM30057T1058,731323,601SH SOLE 8,73100
GOGO INCCOM38046C1093,852400,000SH SOLE 3,85200
HEALTHPEAK PROPERTIES INCCOM42250P1037,549249,708SH SOLE 7,54900
HOST HOTELS & RESORTS INCCOM44107P1047,346502,090SH SOLE 7,34600
IDEXX LABS INCCOM45168D10430,93761,890SH SOLE 30,93700
INTERCONTINENTAL EXCHANGE INCOM45866F10421,088182,913SH SOLE 21,08800
INTUITCOM46120210369,946184,140SH SOLE 69,94600
JELD-WEN HLDG INCCOM47580P1037,101280,000SH SOLE 7,10100
JOHNSON & JOHNSONCOM47816010422,213141,140SH SOLE 22,21300
KANSAS CITY SOUTHERNCOM NEW4851703025,38926,400SH SOLE 5,38900
KEYCORPCOM49326710861,3583,739,070SH SOLE 61,35800
KKR & CO INCCOM48251W10442,7071,054,759SH SOLE 42,70700
ALGONQUIN PWR UTILS CORPCOM0158571055,061307,762SH SOLE 5,06100
MADISON SQUARE GRDN SPRT CORCL A55825T1034,23423,000SH SOLE 4,23400
MICROSOFT CORPCOM594918104259,6791,167,517SH SOLE 259,67900
MORGAN STANLEYCOM NEW61744644855,546810,530SH SOLE 55,54600
NEWMONT CORPCOM65163910683,1741,388,780SH SOLE 83,17400
ORACLE CORPCOM68389X10520,105310,784SH SOLE 20,10500
OZON HLDGS PLCSPONSORED ADS69269L1046,902166,667SH SOLE 6,90200
PEPSICO INCCOM71344810883,302561,714SH SOLE 83,30200
PLAYAGS INCCOM72814N1044,320600,000SH SOLE 4,32000
PQ GROUP HLDGS INCCOM73943T1036,467453,504SH SOLE 6,46700
ROSS STORES INCCOM77829610385,483696,060SH SOLE 85,48300
SOLARWINDS CORPCOM83417Q1056,428430,000SH SOLE 6,42800
SOTERA HEALTH COCOM83601L1024,939180,000SH SOLE 4,93900
STARBUCKS CORPCOM85524410949,601463,650SH SOLE 49,60100
STRYKER CORPORATIONCOM863667101102,267417,350SH SOLE 102,26700
T-MOBILE US INCCOM87259010423,270172,563SH SOLE 23,27000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910044,608409,100SH SOLE 44,60800
JAMF HLDG CORPCOM47074L1053,890130,000SH SOLE 3,89000
RACKSPACE TECHNOLOGY INCCOM7501021056,576345,000SH SOLE 6,57600
MULTIPLAN CORPORATIONCOM62548M1004,075510,000SH SOLE 4,07500
DATTO HLDG CORPCOM23821D1006,156228,011SH SOLE 6,15600
PPD INCCOM69355F1027,015205,000SH SOLE 7,01500
MCAFEE CORPCOM CL A5790631086,926415,000SH SOLE 6,92600
CEREVEL THERAPEUTICS HLDNG ICOM15678U1282,392144,254SH SOLE 2,39200
COCA COLA COCOM1912161004398,000SH SOLE 43900
SIXTH STREET SPECIALTY LENDNCOM83012A10917,145826,259SH SOLE 17,14500
UNITEDHEALTH GROUP INCCOM91324P102152,020433,500SH SOLE 152,02000
WESCO INTL INCCOM95082P1058,007102,000SH SOLE 8,00700
WIDEOPENWEST INCCOM96758W1015,975560,000SH SOLE 5,97500