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
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,480 53,000 SH   SOLE   5,480 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 78,538 526,996 SH   SOLE   78,538 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 108,893 856,480 SH   SOLE   108,893 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 151,361 1,485,384 SH   SOLE   151,361 0 0
ALPHABET INC CAP STK CL A 02079K305 306,686 148,695 SH   SOLE   306,686 0 0
PROLOGIS INC. COM 74340W103 8,185 77,220 SH   SOLE   8,185 0 0
AMBEV SA SPONSORED ADR 02319V103 2,875 1,049,350 SH   SOLE   2,875 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,574 37,180 SH   SOLE   5,574 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 45,691 2,079,700 SH   SOLE   45,691 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 33,142 705,000 SH   SOLE   33,142 0 0
APPLE INC COM 037833100 5,628 46,078 SH   SOLE   5,628 0 0
ARES CAPITAL CORP COM 04010L103 24,229 1,295,000 SH   SOLE   24,229 0 0
AUTOZONE INC COM 053332102 96,707 68,865 SH   SOLE   96,707 0 0
BCE INC COM NEW 05534B760 65,614 1,453,331 SH   SOLE   65,614 0 0
BLACKROCK INC COM 09247X101 2,408 3,194 SH   SOLE   2,408 0 0
CHANGE HEALTHCARE INC COM 15912K100 5,636 255,000 SH   SOLE   5,636 0 0
BLACKSTONE GROUP INC COM 09260D107 49,190 660,000 SH   SOLE   49,190 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 9,480 561,965 SH   SOLE   9,480 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 32,386 728,000 SH   SOLE   32,386 0 0
CARLYLE GROUP INC COM 14316J108 29,408 800,000 SH   SOLE   29,408 0 0
CERNER CORP COM 156782104 134,685 1,873,750 SH   SOLE   134,685 0 0
CHURCH & DWIGHT INC COM 171340102 59,784 684,420 SH   SOLE   59,784 0 0
CITIGROUP INC COM NEW 172967424 2,478 34,060 SH   SOLE   2,478 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 124,522 1,593,980 SH   SOLE   124,522 0 0
COLGATE PALMOLIVE CO COM 194162103 37,095 470,570 SH   SOLE   37,095 0 0
COMCAST CORP NEW CL A 20030N101 63,583 1,175,070 SH   SOLE   63,583 0 0
DIGITAL RLTY TR INC COM 253868103 8,164 57,970 SH   SOLE   8,164 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,202 114,510 SH   SOLE   8,202 0 0
LAUDER ESTEE COS INC CL A 518439104 186,465 641,103 SH   SOLE   186,465 0 0
ETSY INC COM 29786A106 222 1,100 SH   SOLE   222 0 0
GOGO INC COM 38046C109 2,270 235,000 SH   SOLE   2,270 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,926 249,708 SH   SOLE   7,926 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,015 475,690 SH   SOLE   8,015 0 0
IDEXX LABS INC COM 45168D104 39,091 79,890 SH   SOLE   39,091 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,717 176,553 SH   SOLE   19,717 0 0
INTUIT COM 461202103 77,834 203,190 SH   SOLE   77,834 0 0
JELD-WEN HLDG INC COM 47580P103 7,338 265,000 SH   SOLE   7,338 0 0
JOHNSON & JOHNSON COM 478160104 23,090 140,490 SH   SOLE   23,090 0 0
KEYCORP COM 493267108 56,827 2,844,170 SH   SOLE   56,827 0 0
KKR & CO INC COM 48251W104 51,537 1,055,000 SH   SOLE   51,537 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 4,876 307,762 SH   SOLE   4,876 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 3,948 22,000 SH   SOLE   3,948 0 0
MICROSOFT CORP COM 594918104 285,850 1,212,410 SH   SOLE   285,850 0 0
MORGAN STANLEY COM NEW 617446448 48,485 624,330 SH   SOLE   48,485 0 0
NEWMONT CORP COM 651639106 27,844 461,980 SH   SOLE   27,844 0 0
ORMAT TECHNOLOGIES INC COM 686688102 10,272 130,800 SH   SOLE   10,272 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 7,289 130,000 SH   SOLE   7,289 0 0
PACCAR INC COM 693718108 2,444 26,300 SH   SOLE   2,444 0 0
PAYPAL HLDGS INC COM 70450Y103 29,262 120,500 SH   SOLE   29,262 0 0
PEPSICO INC COM 713448108 83,575 590,844 SH   SOLE   83,575 0 0
PLAYAGS INC COM 72814N104 4,848 600,000 SH   SOLE   4,848 0 0
PQ GROUP HLDGS INC COM 73943T103 6,991 418,630 SH   SOLE   6,991 0 0
ROSS STORES INC COM 778296103 84,291 702,950 SH   SOLE   84,291 0 0
SOLARWINDS CORP COM 83417Q105 7,150 410,000 SH   SOLE   7,150 0 0
SOTERA HEALTH CO COM 83601L102 4,243 170,000 SH   SOLE   4,243 0 0
STARBUCKS CORP COM 855244109 63,326 579,540 SH   SOLE   63,326 0 0
STRYKER CORPORATION COM 863667101 102,218 419,650 SH   SOLE   102,218 0 0
T-MOBILE US INC COM 872590104 25,089 200,245 SH   SOLE   25,089 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 47,649 402,850 SH   SOLE   47,649 0 0
JAMF HLDG CORP COM 47074L105 4,238 120,000 SH   SOLE   4,238 0 0
MULTIPLAN CORPORATION COM 62548M100 3,552 640,000 SH   SOLE   3,552 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 7,253 305,000 SH   SOLE   7,253 0 0
DATTO HLDG CORP COM 23821D100 6,644 290,000 SH   SOLE   6,644 0 0
MCAFEE CORP COM CL A 579063108 8,036 353,400 SH   SOLE   8,036 0 0
PPD INC COM 69355F102 7,568 200,000 SH   SOLE   7,568 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128 1,981 144,254 SH   SOLE   1,981 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109 9,148 435,000 SH   SOLE   9,148 0 0
UNITEDHEALTH GROUP INC COM 91324P102 160,354 430,979 SH   SOLE   160,354 0 0
WESCO INTL INC COM 95082P105 7,485 86,500 SH   SOLE   7,485 0 0
WIDEOPENWEST INC COM 96758W101 3,923 288,700 SH   SOLE   3,923 0 0