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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 39,970,064 306,660 SH   SOLE   39,970,064 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 128,224,218 1,146,702 SH   SOLE   128,224,218 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 91,891,070 862,503 SH   SOLE   91,891,070 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 198,598,370 1,517,640 SH   SOLE   198,598,370 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 6,951,410 61,950 SH   SOLE   6,951,410 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 45,777,600 510,000 SH   SOLE   45,777,600 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,346,070 37,066 SH   SOLE   6,346,070 0 0
ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 12,266,100 630,000 SH   SOLE   12,266,100 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   1,281,500 550,000 SH   SOLE   1,281,500 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 52,374,594 20,620 SH   SOLE   52,374,594 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 BBG00G6D6HB3 2,003,472 1,683,590 SH   SOLE   2,003,472 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 22,286,679 581,130 SH   SOLE   22,286,679 0 0
BLACKSTONE INC COM 09260D107   35,891,900 335,000 SH   SOLE   35,891,900 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PP0 14,774,400 540,000 SH   SOLE   14,774,400 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BPHNYT8 6,862,648 205,000 SH   SOLE   6,862,648 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG01BPHP4W8 20,418,269 650,000 SH   SOLE   20,418,269 0 0
CARLYLE GROUP INC COM 14316J108   42,224,000 1,400,000 SH   SOLE   42,224,000 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 54,388,269 593,564 SH   SOLE   54,388,269 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 216,768 3,200 SH   SOLE   216,768 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 40,128,084 564,310 SH   SOLE   40,128,084 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 56,917,484 1,283,660 SH   SOLE   56,917,484 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   5,073,250 557,500 SH   SOLE   5,073,250 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 7,374,959 60,940 SH   SOLE   7,374,959 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 4,045,950 405,000 SH   SOLE   4,045,950 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 7,274,756 123,910 SH   SOLE   7,274,756 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 137,043,663 948,071 SH   SOLE   137,043,663 0 0
ETSY INC COM 29786A106 BBG001T53625 25,290,174 391,610 SH   SOLE   25,290,174 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 BBG012F6M198 5,231,435 302,570 SH   SOLE   5,231,435 0 0
FUNKO INC COM CL A 361008105 BBG00HXSHDR8 5,240,250 685,000 SH   SOLE   5,240,250 0 0
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 10,023,823 111,898 SH   SOLE   10,023,823 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107 BBG012VBTY54 5,558,766 584,518 SH   SOLE   5,558,766 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 7,339,651 456,730 SH   SOLE   7,339,651 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 90,566,925 207,119 SH   SOLE   90,566,925 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 18,759,510 170,510 SH   SOLE   18,759,510 0 0
INTUIT COM 461202103 BBG001S6TWR2 164,666,254 322,281 SH   SOLE   164,666,254 0 0
KEYCORP COM 493267108 BBG001S5SKV6 14,736,788 1,369,590 SH   SOLE   14,736,788 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 54,331,200 882,000 SH   SOLE   54,331,200 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 100,983,547 261,880 SH   SOLE   100,983,547 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 19,910,817 157,460 SH   SOLE   19,910,817 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C32 4,848,250 27,500 SH   SOLE   4,848,250 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 319,730,345 1,012,606 SH   SOLE   319,730,345 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 18,886,759 231,257 SH   SOLE   18,886,759 0 0
N-ABLE INC COMMON STOCK 62878D100 BBG00YJKWXF6 5,998,500 465,000 SH   SOLE   5,998,500 0 0
NASDAQ INC COM 631103108 BBG001SKTBJ6 25,985,446 534,790 SH   SOLE   25,985,446 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 30,169,675 816,500 SH   SOLE   30,169,675 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG001S9LPW3 28,973,450 414,380 SH   SOLE   28,973,450 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 55,817,756 656,525 SH   SOLE   55,817,756 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 52,800,487 903,190 SH   SOLE   52,800,487 0 0
PEPSICO INC COM 713448108 BBG001S695T1 42,936,943 253,405 SH   SOLE   42,936,943 0 0
QUIDELORTHO CORP COM 219798105 BBG017TGV7N1 41,024,815 561,676 SH   SOLE   41,024,815 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 52,588,955 465,595 SH   SOLE   52,588,955 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG101 7,265,300 485,000 SH   SOLE   7,265,300 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 57,485,497 629,840 SH   SOLE   57,485,497 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 95,578,095 349,757 SH   SOLE   95,578,095 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 4,613,700 105,000 SH   SOLE   4,613,700 0 0
SYROS PHARMACEUTICALS INC COM NEW 87184Q206   217,250 55,000 SH   SOLE   217,250 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 19,559,383 139,660 SH   SOLE   19,559,383 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 135,111,251 1,554,790 SH   SOLE   135,111,251 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 13,142,579 66,914 SH   SOLE   13,142,579 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   16,556,400 810,000 SH   SOLE   16,556,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 125,291,719 248,501 SH   SOLE   125,291,719 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 45,167,593 287,710 SH   SOLE   45,167,593 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 11,361,780 79,000 SH   SOLE   11,361,780 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WG3 4,092,750 535,000 SH   SOLE   4,092,750 0 0