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
ACTIVISION BLIZZARD INC COM 00507V109 52,338 646,545 SH   SOLE   646,545 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,310 59,764 SH   SOLE   59,764 0 0
ALPHABET INC CAP STK CL A 02079K305 62,481 42,632 SH   SOLE   42,632 0 0
AMAZON COM INC COM 023135106 45,833 14,556 SH   SOLE   14,556 0 0
AMERICAN TOWER CORP NEW COM 03027X100 37,463 154,979 SH   SOLE   154,979 0 0
AON PLC SHS CL A G0403H108 6,870 33,301 SH   SOLE   33,301 0 0
BK OF AMERICA CORP COM 060505104 43,887 1,821,789 SH   SOLE   1,821,789 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 39,043 747,941 SH   SOLE   747,941 0 0
FMC CORP COM NEW 302491303 50,626 478,009 SH   SOLE   478,009 0 0
HCA HEALTHCARE INC COM 40412C101 41,668 334,201 SH   SOLE   334,201 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 42,173 426,938 SH   SOLE   426,938 0 0
LILLY ELI & CO COM 532457108 38,529 260,298 SH   SOLE   260,298 0 0
LUMENTUM HLDGS INC COM 55024U109 32,479 432,301 SH   SOLE   432,301 0 0
MICROSOFT CORP COM 594918104 77,146 366,787 SH   SOLE   366,787 0 0
MONDELEZ INTL INC CL A 609207105 8,376 145,804 SH   SOLE   145,804 0 0
MORGAN STANLEY COM NEW 617446448 49,072 1,014,943 SH   SOLE   1,014,943 0 0
NEXTERA ENERGY INC COM 65339F101 44,606 160,708 SH   SOLE   160,708 0 0
NIKE INC CL B 654106103 49,866 397,211 SH   SOLE   397,211 0 0
NVIDIA CORPORATION COM 67066G104 35,625 65,824 SH   SOLE   65,824 0 0
OTIS WORLDWIDE CORP COM 68902V107 41,869 670,763 SH   SOLE   670,763 0 0
PROLOGIS INC. COM 74340W103 5,591 55,565 SH   SOLE   55,565 0 0
TARGET CORP COM 87612E106 50,398 320,151 SH   SOLE   320,151 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 50,378 415,488 SH   SOLE   415,488 0 0
UNITEDHEALTH GROUP INC COM 91324P102 45,758 146,767 SH   SOLE   146,767 0 0
VISA INC COM CL A 92826C839 6,802 34,016 SH   SOLE   34,016 0 0
YUM CHINA HLDGS INC COM 98850P109 40,171 758,662 SH   SOLE   758,662 0 0