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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON COM INCCOM023135106282,74382,189SH SOLE 0082,189
MICROSOFT CORPCOM594918104263,541972,836SH SOLE 00972,836
TEXAS INSTRS INCCOM882508104260,6731,355,555SH SOLE 001,355,555
FACEBOOK INCCL A30303M102251,173722,364SH SOLE 00722,364
ACCENTURE PLC IRELANDSHS CLASS AG1151C101251,049851,621SH SOLE 00851,621
THERMO FISHER SCIENTIFIC INCCOM883556102245,059485,776SH SOLE 00485,776
VISA INCCOM CL A92826C839239,1821,022,934SH SOLE 001,022,934
DANAHER CORPORATIONCOM235851102234,480873,751SH SOLE 00873,751
UNITEDHEALTH GROUP INCCOM91324P102228,419570,420SH SOLE 00570,420
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100218,9901,822,483SH SOLE 001,822,483
ORACLE CORPCOM68389X105216,1902,777,364SH SOLE 002,777,364
PAYPAL HLDGS INCCOM70450Y103211,236724,700SH SOLE 00724,700
TARGET CORPCOM87612E106210,710871,641SH SOLE 00871,641
JOHNSON & JOHNSONCOM478160104196,5001,192,788SH SOLE 001,192,788
HOME DEPOT INCCOM437076102193,308606,189SH SOLE 00606,189
PROCTER AND GAMBLE COCOM742718109184,5791,367,959SH SOLE 001,367,959
APPLE INCCOM037833100177,3841,295,152SH SOLE 001,295,152
SERVICENOW INCCOM81762P102176,680321,500SH SOLE 00321,500
ADOBE SYSTEMS INCORPORATEDCOM00724F101172,911295,251SH SOLE 00295,251
NEXTERA ENERGY INCCOM65339F101168,5542,300,132SH SOLE 002,300,132
ALPHABET INCCAP STK CL A02079K305164,98267,566SH SOLE 0067,566
EDWARDS LIFESCIENCES CORPCOM28176E108164,1561,584,980SH SOLE 001,584,980
CISCO SYS INCCOM17275R102155,6122,936,076SH SOLE 002,936,076
PEPSICO INCCOM713448108150,1091,013,084SH SOLE 001,013,084
ABBVIE INCCOM00287Y109150,0291,331,931SH SOLE 001,331,931
LOWES COS INCCOM548661107149,677771,651SH SOLE 00771,651
WALMART INCCOM931142103148,9011,055,889SH SOLE 001,055,889
EQUINIX INCCOM29444U700143,560178,869SH SOLE 00178,869
GILEAD SCIENCES INCCOM375558103140,7612,044,165SH SOLE 002,044,165
GOLDMAN SACHS GROUP INCCOM38141G104138,913366,014SH SOLE 00366,014
MORGAN STANLEYCOM NEW617446448138,9121,515,022SH SOLE 001,515,022
AMGEN INCCOM031162100134,985553,786SH SOLE 00553,786
S&P GLOBAL INCCOM78409V104132,493322,800SH SOLE 00322,800
ANTHEM INCCOM036752103131,442344,269SH SOLE 00344,269
BRISTOL-MYERS SQUIBB COCOM110122108120,0991,797,357SH SOLE 001,797,357
COSTCO WHSL CORP NEWCOM22160K105115,908292,942SH SOLE 00292,942
BIOGEN INCCOM09062X10384,844245,022SH SOLE 00245,022
UNITED PARCEL SERVICE INCCL B91131210684,540406,500SH SOLE 00406,500
CVS HEALTH CORPCOM12665010083,8611,005,046SH SOLE 001,005,046
HP INCCOM40434L10582,5722,735,073SH SOLE 002,735,073
HCA HEALTHCARE INCCOM40412C10181,928396,284SH SOLE 00396,284
BEST BUY INCCOM08651610181,116705,477SH SOLE 00705,477
HUMANA INCCOM44485910280,931182,803SH SOLE 00182,803
ALTRIA GROUP INCCOM02209S10380,1361,680,700SH SOLE 001,680,700
PHILIP MORRIS INTL INCCOM71817210978,037787,380SH SOLE 00787,380
BROADCOM INCCOM11135F10176,819161,100SH SOLE 00161,100
QUALCOMM INCCOM74752510375,687529,541SH SOLE 00529,541
COLGATE PALMOLIVE COCOM19416210375,167923,996SH SOLE 00923,996
ROBERT HALF INTL INCCOM77032310372,864818,972SH SOLE 00818,972
KROGER COCOM50104410167,9471,773,610SH SOLE 001,773,610
APPLIED MATLS INCCOM03822210564,859455,468SH SOLE 00455,468
FASTENAL COCOM31190010463,8481,227,855SH SOLE 001,227,855
COGNIZANT TECHNOLOGY SOLUTIOCL A19244610263,281913,680SH SOLE 00913,680
ALEXION PHARMACEUTICALS INCCOM01535110962,405339,693SH SOLE 00339,693
IDEXX LABS INCCOM45168D10462,12198,363SH SOLE 0098,363
ACTIVISION BLIZZARD INCCOM00507V10962,006649,687SH SOLE 00649,687
METTLER TOLEDO INTERNATIONALCOM59268810561,72244,554SH SOLE 0044,554
AUTOZONE INCCOM05333210261,32741,098SH SOLE 0041,098
FORTINET INCCOM34959E10961,175256,831SH SOLE 00256,831
SQUARE INCCL A85223410360,543248,331SH SOLE 00248,331
MERCK & CO INCCOM58933Y10560,405776,709SH SOLE 00776,709
LILLY ELI & COCOM53245710860,355263,132SH SOLE 00263,132
INTERNATIONAL BUSINESS MACHSCOM45920010159,618406,700SH SOLE 00406,700
OREILLY AUTOMOTIVE INCCOM67103H10758,671103,621SH SOLE 00103,621
DOLLAR GEN CORP NEWCOM25667710558,537270,515SH SOLE 00270,515
NETAPP INCCOM64110D10454,874670,663SH SOLE 00670,663
MOLINA HEALTHCARE INCCOM60855R10054,697216,143SH SOLE 00216,143
DOMINOS PIZZA INCCOM25754A20153,931115,610SH SOLE 00115,610
NIKE INCCL B65410610353,428345,834SH SOLE 00345,834
DATADOG INCCL A COM23804L10351,248492,394SH SOLE 00492,394
CLOROX CO DELCOM18905410950,359279,914SH SOLE 00279,914
LAUDER ESTEE COS INCCL A51843910449,529155,711SH SOLE 00155,711
MCKESSON CORPCOM58155Q10348,402253,094SH SOLE 00253,094
OTIS WORLDWIDE CORPCOM68902V10748,310590,800SH SOLE 00590,800
SNAP ON INCCOM83303410146,434207,824SH SOLE 00207,824
TWILIO INCCL A90138F10246,167117,127SH SOLE 00117,127
ZEBRA TECHNOLOGIES CORPORATICL A98920710544,42483,900SH SOLE 0083,900
BOOZ ALLEN HAMILTON HLDG CORCL A09950210642,684501,100SH SOLE 00501,100
3M COCOM88579Y10142,218212,545SH SOLE 00212,545
BILL COM HLDGS INCCOM09004310041,765228,001SH SOLE 00228,001
HERSHEY COCOM42786610841,710239,463SH SOLE 00239,463
EBAY INC.COM27864210341,266587,746SH SOLE 00587,746
GRAINGER W W INCCOM38480210440,98293,567SH SOLE 0093,567
OKTA INCCL A67929510540,218164,368SH SOLE 00164,368
JAZZ PHARMACEUTICALS PLCSHS USDG5087110538,308215,648SH SOLE 00215,648
GUARDANT HEALTH INCCOM40131M10938,248307,978SH SOLE 00307,978
FARFETCH LTDORD SH CL A30744W10738,233759,195SH SOLE 00759,195
INTUITCOM46120210337,93277,385SH SOLE 0077,385
CBRE GROUP INCCL A12504L10937,670439,400SH SOLE 00439,400
TRACTOR SUPPLY COCOM89235610637,014198,936SH SOLE 00198,936
ROLLINS INCCOM77571110436,1731,057,684SH SOLE 001,057,684
CADENCE DESIGN SYSTEM INCCOM12738710835,781261,519SH SOLE 00261,519
VEEVA SYS INCCL A COM92247510835,524114,243SH SOLE 00114,243
KIMBERLY-CLARK CORPCOM49436810335,426264,810SH SOLE 00264,810
KLA CORPCOM NEW48248010035,028108,041SH SOLE 00108,041
LENNAR CORPCL A52605710435,001352,300SH SOLE 00352,300
DOCUSIGN INCCOM25616310634,385122,992SH SOLE 00122,992
SMUCKER J M COCOM NEW83269640534,142263,500SH SOLE 00263,500
LKQ CORPCOM50188920833,986690,500SH SOLE 00690,500
GENERAL MLS INCCOM37033410433,761554,090SH SOLE 00554,090
FOX CORPCL A COM35137L10533,124892,100SH SOLE 00892,100
CHURCH & DWIGHT INCCOM17134010232,043375,999SH SOLE 00375,999
UNIVERSAL HLTH SVCS INCCL B91390310031,886217,758SH SOLE 00217,758
PULTE GROUP INCCOM74586710131,684580,621SH SOLE 00580,621
CARRIER GLOBAL CORPORATIONCOM14448C10431,668651,600SH SOLE 00651,600
LOCKHEED MARTIN CORPCOM53983010931,34782,853SH SOLE 0082,853
SOLAREDGE TECHNOLOGIES INCCOM83417M10430,622110,800SH SOLE 00110,800
L BRANDS INCCOM50179710430,294420,400SH SOLE 00420,400
CITRIX SYS INCCOM17737610029,889254,877SH SOLE 00254,877
PELOTON INTERACTIVE INCCL A COM70614W10029,604238,700SH SOLE 00238,700
WASTE MGMT INC DELCOM94106L10928,929206,476SH SOLE 00206,476
SEA LTDSPONSORD ADS81141R10028,558104,000SH SOLE 00104,000
PROGRESSIVE CORPCOM74331510327,758282,643SH SOLE 00282,643
MOHAWK INDS INCCOM60819010427,426142,700SH SOLE 00142,700
MONDELEZ INTL INCCL A60920710526,558425,342SH SOLE 00425,342
SYNOPSYS INCCOM87160710726,26295,225SH SOLE 0095,225
LENNOX INTL INCCOM52610710725,74273,380SH SOLE 0073,380
NUCOR CORPCOM67034610525,331264,052SH SOLE 00264,052
TERADYNE INCCOM88077010225,064187,100SH SOLE 00187,100
MASTERCARD INCORPORATEDCL A57636Q10424,86368,100SH SOLE 0068,100
ARROW ELECTRS INCCOM04273510024,621216,300SH SOLE 00216,300
HOLOGIC INCCOM43644010124,305364,282SH SOLE 00364,282
F5 NETWORKS INCCOM31561610224,295130,157SH SOLE 00130,157
WEST PHARMACEUTICAL SVSC INCCOM95530610524,27567,600SH SOLE 0067,600
C H ROBINSON WORLDWIDE INCCOM NEW12541W20924,239258,765SH SOLE 00258,765
ABBOTT LABSCOM00282410023,986206,900SH SOLE 00206,900
WAYFAIR INCCL A94419L10123,93175,800SH SOLE 0075,800
QUEST DIAGNOSTICS INCCOM74834L10023,811180,425SH SOLE 00180,425
ETSY INCCOM29786A10623,445113,900SH SOLE 00113,900
ILLINOIS TOOL WKS INCCOM45230810923,376104,563SH SOLE 00104,563
TENABLE HLDGS INCCOM88025T10223,327564,132SH SOLE 00564,132
AMERISOURCEBERGEN CORPCOM03073E10522,901200,029SH SOLE 00200,029
DOORDASH INCCL A25809K10522,704127,313SH SOLE 00127,313
LABORATORY CORP AMER HLDGSCOM NEW50540R40921,84779,200SH SOLE 0079,200
GENUINE PARTS COCOM37246010521,803172,400SH SOLE 00172,400
ELECTRONIC ARTS INCCOM28551210921,480149,345SH SOLE 00149,345
EXPEDITORS INTL WASH INCCOM30213010921,432169,288SH SOLE 00169,288
AVERY DENNISON CORPCOM05361110920,56197,800SH SOLE 0097,800
PAYCHEX INCCOM70432610720,058186,937SH SOLE 00186,937
LAM RESEARCH CORPCOM51280710818,87029,000SH SOLE 0029,000
UNITED RENTALS INCCOM91136310918,75858,800SH SOLE 0058,800
FAIR ISAAC CORPCOM30325010418,75037,300SH SOLE 0037,300
SEALED AIR CORP NEWCOM81211K10018,593313,800SH SOLE 00313,800
DAVITA INCCOM23918K10818,192151,056SH SOLE 00151,056
REPUBLIC SVCS INCCOM76075910017,725161,121SH SOLE 00161,121
RESMED INCCOM76115210717,60571,415SH SOLE 0071,415
MAXIM INTEGRATED PRODS INCCOM57772K10117,183163,089SH SOLE 00163,089
SKYWORKS SOLUTIONS INCCOM83088M10216,81187,671SH SOLE 0087,671
ALLSTATE CORPCOM02000210116,644127,600SH SOLE 00127,600
BLACKROCK INCCOM09247X10116,62419,000SH SOLE 0019,000
DEERE & COCOM24419910516,33046,300SH SOLE 0046,300
DISCOVERY INCCOM SER A25470F10416,260530,000SH SOLE 00530,000
TRIMBLE INCCOM89623910015,635191,064SH SOLE 00191,064
MASCO CORPCOM57459910615,525263,531SH SOLE 00263,531
CHECK POINT SOFTWARE TECH LTORDM2246510415,379132,429SH SOLE 00132,429
MOTOROLA SOLUTIONS INCCOM NEW62007630714,14465,227SH SOLE 0065,227
NUTANIX INCCL A67059N10813,237346,341SH SOLE 00346,341
GENERAC HLDGS INCCOM36873610412,74530,700SH SOLE 0030,700
BAXTER INTL INCCOM07181310912,663157,300SH SOLE 00157,300
HENRY SCHEIN INCCOM80640710212,203164,485SH SOLE 00164,485
ZOETIS INCCL A98978V10312,16165,256SH SOLE 0065,256
NORTONLIFELOCK INCCOM66877110812,004441,000SH SOLE 00441,000
MONSTER BEVERAGE CORP NEWCOM61174X10911,968131,012SH SOLE 00131,012
JFROG LTDORD SHSM6191J10011,797259,155SH SOLE 00259,155
MCCORMICK & CO INCCOM NON VTG57978020611,728132,794SH SOLE 00132,794
INTERNATIONAL PAPER COCOM46014610311,379185,600SH SOLE 00185,600
COINBASE GLOBAL INCCOM CL A19260Q10711,22144,298SH SOLE 0044,298
EXTRA SPACE STORAGE INCCOM30225T10211,18968,300SH SOLE 0068,300
CDW CORPCOM12514G10810,70661,300SH SOLE 0061,300
SMITH A O CORPCOM83186520910,514145,900SH SOLE 00145,900
JUNIPER NETWORKS INCCOM48203R10410,383379,623SH SOLE 00379,623
POOL CORPCOM73278L10510,36622,600SH SOLE 0022,600
VIPSHOP HOLDINGS LIMITEDSPONSORED ADS A92763W10310,321514,000SH SOLE 00514,000
HORMEL FOODS CORPCOM44045210010,101211,549SH SOLE 00211,549
CUMMINS INCCOM2310211069,92340,700SH SOLE 0040,700
EMERSON ELEC COCOM2910111049,903102,897SH SOLE 00102,897
HENRY JACK & ASSOC INCCOM4262811019,58358,607SH SOLE 0058,607
UGI CORP NEWCOM9026811059,322201,300SH SOLE 00201,300
GARTNER INCCOM3666511079,15037,778SH SOLE 0037,778
GARMIN LTDSHSH2906T1098,77360,653SH SOLE 0060,653
AGILENT TECHNOLOGIES INCCOM00846U1018,11254,884SH SOLE 0054,884
MCDONALDS CORPCOM5801351018,08535,000SH SOLE 0035,000
EASTMAN CHEM COCOM2774321008,04468,900SH SOLE 0068,900
QORVO INCCOM74736K1017,57238,700SH SOLE 0038,700
ADVANCE AUTO PARTS INCCOM00751Y1067,50836,600SH SOLE 0036,600
EQUIFAX INCCOM2944291057,48331,242SH SOLE 0031,242
PACKAGING CORP AMERCOM6951561097,46255,100SH SOLE 0055,100
EPAM SYS INCCOM29414B1047,46014,600SH SOLE 0014,600
IDEX CORPCOM45167R1047,42933,761SH SOLE 0033,761
OPENDOOR TECHNOLOGIES INCCOM6837121037,038396,956SH SOLE 00396,956
FORTUNE BRANDS HOME & SEC INCOM34964C1067,03170,583SH SOLE 0070,583
TYSON FOODS INCCL A9024941036,91193,700SH SOLE 0093,700
ENPHASE ENERGY INCCOM29355A1076,70236,500SH SOLE 0036,500
KELLOGG COCOM4878361086,37999,157SH SOLE 0099,157
D R HORTON INCCOM23331A1095,97366,100SH SOLE 0066,100
MASIMO CORPCOM5747951005,94024,500SH SOLE 0024,500
NVR INCCOM62944T1055,9381,194SH SOLE 001,194
AKAMAI TECHNOLOGIES INCCOM00971T1015,92350,800SH SOLE 0050,800
PARKER-HANNIFIN CORPCOM7010941045,83519,000SH SOLE 0019,000
WESTERN UN COCOM9598021095,747250,200SH SOLE 00250,200
JOHNSON CTLS INTL PLCSHSG515021055,62882,000SH SOLE 0082,000
IQVIA HLDGS INCCOM46266C1055,53522,840SH SOLE 0022,840
OPEN TEXT CORPCOM6837151065,349105,300SH SOLE 00105,300
ALLEGION PLCORD SHSG0176J1095,17937,179SH SOLE 0037,179
NEWS CORP NEWCL A65249B1094,992193,700SH SOLE 00193,700
VERISK ANALYTICS INCCOM92345Y1064,94328,289SH SOLE 0028,289
THE REALREAL INCCOM88339P1014,771241,444SH SOLE 00241,444
CINTAS CORPCOM1729081054,76512,474SH SOLE 0012,474
BROADRIDGE FINL SOLUTIONS INCOM11133T1034,54128,112SH SOLE 0028,112
AMETEK INCCOM0311001003,48126,072SH SOLE 0026,072
WHIRLPOOL CORPCOM9633201063,46715,900SH SOLE 0015,900
PALO ALTO NETWORKS INCCOM6974351053,3679,075SH SOLE 009,075
PRICE T ROWE GROUP INCCOM74144T1083,28916,600SH SOLE 0016,600
NASDAQ INCCOM6311031083,28718,700SH SOLE 0018,700
UPSTART HLDGS INCCOM91680M1072,90223,234SH SOLE 0023,234
VERACYTE INCCOM92337F1072,87972,004SH SOLE 0072,004
AMPHENOL CORP NEWCL A0320951012,87342,000SH SOLE 0042,000
RAYMOND JAMES FINL INCCOM7547301092,65020,400SH SOLE 0020,400
WATERS CORPCOM9418481032,5237,300SH SOLE 007,300
AVANTOR INCCOM05352A1002,41568,000SH SOLE 0068,000
ORGANON & COCOMMON STOCK68622V1062,35077,670SH SOLE 0077,670
DOVER CORPCOM2600031082,28915,200SH SOLE 0015,200
DXC TECHNOLOGY COCOM23355L1062,17355,800SH SOLE 0055,800
CERNER CORPCOM1567821042,14927,495SH SOLE 0027,495
AFFIRM HLDGS INCCOM CL A00827B1061,67324,839SH SOLE 0024,839
BERKELEY LTS INCCOM0843101011,38830,980SH SOLE 0030,980
LYFT INCCL A COM55087P1041,24420,577SH SOLE 0020,577
PTC INCCOM69370C1001,1728,300SH SOLE 008,300
DAQO NEW ENERGY CORPSPNSRD ADS NEW23703Q20378712,100SH SOLE 0012,100
SNOWFLAKE INCCL A833445109189782SH SOLE 00782
AIRBNB INCCOM CL A00906610151335SH SOLE 00335