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
ADOBE INC COM 00724F101   351,651,551 589,426 SH   SOLE   516,316 0 73,110
ADVANCED MICRO DEVICES INC COM 007903107   534,361 3,625 SH   SOLE   3,625 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   242,194,987 1,742,034 SH   SOLE   1,742,034 0 0
AIRBNB INC COM CL A 009066101   301,686 2,216 SH   SOLE   2,216 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   83,481,721 658,529 SH   SOLE   658,529 0 0
ALIGN TECHNOLOGY INC COM 016255101   108,669,222 396,603 SH   SOLE   396,603 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   7,416,755 38,748 SH   SOLE   38,748 0 0
ALPHABET INC CAP STK CL A 02079K305   1,975,831,515 14,144,402 SH   SOLE   12,516,694 0 1,627,708
AMAZON COM INC COM 023135106   1,781,497 11,725 SH   SOLE   11,725 0 0
AMDOCS LTD SHS G02602103   205,792,062 2,341,473 SH   SOLE   2,341,473 0 0
AMERICAN EXPRESS CO COM 025816109   112,169,638 598,749 SH   SOLE   598,749 0 0
ANSYS INC COM 03662Q105   118,180,581 325,674 SH   SOLE   325,674 0 0
APPLE INC COM 037833100   1,589,952,786 8,258,208 SH   SOLE   7,237,593 0 1,020,615
APPLIED MATLS INC COM 038222105   724,960,665 4,473,133 SH   SOLE   3,920,451 0 552,682
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   651,919 5,482 SH   SOLE   5,482 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   312,571 4,641 SH   SOLE   4,641 0 0
AUTODESK INC COM 052769106   112,370,159 461,517 SH   SOLE   461,517 0 0
AUTOZONE INC COM 053332102   629,779,614 243,571 SH   SOLE   213,387 0 30,184
AVANTOR INC COM 05352A100   158,394,631 6,938,004 SH   SOLE   6,938,004 0 0
BALL CORP COM 058498106   1,211,526,907 21,062,707 SH   SOLE   19,131,190 0 1,931,517
BANK AMERICA CORP COM 060505104   1,363,928,232 40,508,709 SH   SOLE   36,103,567 0 4,405,142
BANK NEW YORK MELLON CORP COM 064058100   249,934,939 4,801,824 SH   SOLE   4,801,824 0 0
BAXTER INTL INC COM 071813109   85,904,260 2,222,045 SH   SOLE   2,222,045 0 0
BIO RAD LABS INC CL A 090572207   76,780,013 237,790 SH   SOLE   237,790 0 0
BIOGEN INC COM 09062X103   93,349,207 360,742 SH   SOLE   360,742 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   178,314,134 1,849,348 SH   SOLE   1,849,348 0 0
BLOCK INC CL A 852234103   64,532,641 834,294 SH   SOLE   834,294 0 0
BOSTON SCIENTIFIC CORP COM 101137107   561,393 9,711 SH   SOLE   9,711 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   163,705,605 795,653 SH   SOLE   795,653 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   186,887,521 6,491,404 SH   SOLE   6,491,404 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   14,846,072 54,507 SH   SOLE   54,507 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   193,741,906 2,450,568 SH   SOLE   2,146,587 0 303,981
CBOE GLOBAL MKTS INC COM 12503M108   189,413,412 1,060,783 SH   SOLE   1,060,783 0 0
CBRE GROUP INC CL A 12504L109   104,276,905 1,120,173 SH   SOLE   1,120,173 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   629,872,265 1,620,542 SH   SOLE   1,420,184 0 200,358
CINTAS CORP COM 172908105   25,905,943 42,986 SH   SOLE   42,986 0 0
CISCO SYS INC COM 17275R102   66,909,698 1,324,420 SH   SOLE   1,324,420 0 0
CITIGROUP INC COM NEW 172967424   98,872,155 1,922,087 SH   SOLE   1,922,087 0 0
CLOUDFLARE INC CL A COM 18915M107   326,296 3,919 SH   SOLE   3,919 0 0
CME GROUP INC COM 12572Q105   1,193,551,070 5,667,384 SH   SOLE   4,999,780 0 667,604
CNH INDL N V SHS N20944109   109,233,175 8,968,241 SH   SOLE   8,968,241 0 0
COMCAST CORP NEW CL A 20030N101   116,444,991 2,655,530 SH   SOLE   2,655,530 0 0
COPART INC COM 217204106   16,449,349 335,701 SH   SOLE   335,701 0 0
COSTAR GROUP INC COM 22160N109   30,429,810 348,207 SH   SOLE   348,207 0 0
COSTCO WHSL CORP NEW COM 22160K105   512,701,958 776,727 SH   SOLE   680,746 0 95,981
CUMMINS INC COM 231021106   109,115,510 455,464 SH   SOLE   455,464 0 0
D R HORTON INC COM 23331A109   750,166,288 4,935,954 SH   SOLE   4,563,377 0 372,577
DANAHER CORPORATION COM 235851102   668,884,909 2,891,350 SH   SOLE   2,531,462 0 359,888
DATADOG INC CL A COM 23804L103   17,524,480 144,377 SH   SOLE   144,377 0 0
DEERE & CO COM 244199105   1,541,967,098 3,856,171 SH   SOLE   3,415,862 0 440,309
DISNEY WALT CO COM 254687106   83,637,523 926,321 SH   SOLE   926,321 0 0
ELI LILLY & CO COM 532457108   838,239 1,438 SH   SOLE   1,438 0 0
EQUIFAX INC COM 294429105   515,817,018 2,085,879 SH   SOLE   1,842,587 0 243,292
FEDEX CORP COM 31428X106   76,197,094 301,210 SH   SOLE   301,210 0 0
FERGUSON PLC NEW SHS G3421J106   588,091 3,046 SH   SOLE   3,046 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   271,691,564 4,522,916 SH   SOLE   4,522,916 0 0
FISERV INC COM 337738108   900,673,798 6,780,140 SH   SOLE   5,945,570 0 834,570
FORTINET INC COM 34959E109   79,979,314 1,366,467 SH   SOLE   1,366,467 0 0
GILEAD SCIENCES INC COM 375558103   968,236,137 11,952,057 SH   SOLE   10,691,203 0 1,260,854
GLOBAL PMTS INC COM 37940X102   143,350,615 1,128,745 SH   SOLE   1,128,745 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   40,384,272 370,362 SH   SOLE   370,362 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   159,393,210 875,354 SH   SOLE   875,354 0 0
HOLOGIC INC COM 436440101   206,877,688 2,895,419 SH   SOLE   2,895,419 0 0
IDACORP INC COM 451107106   103,571,959 1,053,417 SH   SOLE   1,053,417 0 0
IDEXX LABS INC COM 45168D104   27,188,014 48,983 SH   SOLE   48,983 0 0
INTEL CORP COM 458140100   1,186,934,648 23,620,590 SH   SOLE   21,145,751 0 2,474,839
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,082,645,764 8,429,851 SH   SOLE   7,378,979 0 1,050,872
INTUIT COM 461202103   836,377,019 1,338,139 SH   SOLE   1,172,673 0 165,466
IQVIA HLDGS INC COM 46266C105   194,193,301 839,283 SH   SOLE   839,283 0 0
ISHARES TR MBS ETF 464288588   21,897,308 232,752 SH   SOLE   232,752 0 0
KLA CORP COM NEW 482480100   174,712,622 300,555 SH   SOLE   300,555 0 0
LAM RESEARCH CORP COM 512807108   96,742,792 123,513 SH   SOLE   123,513 0 0
LINDE PLC SHS G54950103   1,015,688,705 2,473,007 SH   SOLE   2,166,509 0 306,498
LPL FINL HLDGS INC COM 50212V100   7,202,807 31,644 SH   SOLE   31,644 0 0
LULULEMON ATHLETICA INC COM 550021109   17,170,652 33,583 SH   SOLE   33,583 0 0
MARRIOTT INTL INC NEW CL A 571903202   554,164,214 2,457,382 SH   SOLE   2,153,613 0 303,769
MARSH & MCLENNAN COS INC COM 571748102   807,060,159 4,259,567 SH   SOLE   3,736,173 0 523,394
MASTERCARD INCORPORATED CL A 57636Q104   1,288,496,093 3,021,022 SH   SOLE   2,681,088 0 339,934
MERCADOLIBRE INC COM 58733R102   22,735,469 14,467 SH   SOLE   14,467 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   15,471,305 12,755 SH   SOLE   12,755 0 0
MICRON TECHNOLOGY INC COM 595112103   153,309,555 1,796,456 SH   SOLE   1,796,456 0 0
MICROSOFT CORP COM 594918104   2,396,361,905 6,372,625 SH   SOLE   5,619,639 0 752,986
MONDELEZ INTL INC CL A 609207105   490,177,196 6,767,599 SH   SOLE   5,933,654 0 833,945
MONOLITHIC PWR SYS INC COM 609839105   19,341,607 30,663 SH   SOLE   30,663 0 0
MORNINGSTAR INC COM 617700109   27,114,943 94,728 SH   SOLE   94,728 0 0
NETFLIX INC COM 64110L106   341,790 702 SH   SOLE   702 0 0
NUTRIEN LTD COM 67077M108   676,927,805 12,017,181 SH   SOLE   10,998,336 0 1,018,845
NVIDIA CORPORATION COM 67066G104   1,027,628,546 2,075,095 SH   SOLE   1,811,451 0 263,644
OLD DOMINION FREIGHT LINE IN COM 679580100   137,617,642 339,520 SH   SOLE   339,520 0 0
ORACLE CORP COM 68389X105   1,539,267,668 14,599,902 SH   SOLE   12,959,367 0 1,640,535
OREILLY AUTOMOTIVE INC COM 67103H107   116,644,172 122,773 SH   SOLE   122,773 0 0
OTIS WORLDWIDE CORP COM 68902V107   147,780,462 1,651,732 SH   SOLE   1,651,732 0 0
PALO ALTO NETWORKS INC COM 697435105   555,849 1,885 SH   SOLE   1,885 0 0
PENTAIR PLC SHS G7S00T104   96,048,529 1,320,981 SH   SOLE   1,320,981 0 0
POOL CORP COM 73278L105   130,687,968 327,777 SH   SOLE   327,777 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   9,400,007 135,799 SH   SOLE   135,799 0 0
PROCTER AND GAMBLE CO COM 742718109   569,051,308 3,883,249 SH   SOLE   3,400,367 0 482,882
PROGRESSIVE CORP COM 743315103   281,087,787 1,764,740 SH   SOLE   1,764,740 0 0
REPLIGEN CORP COM 759916109   98,912,295 550,124 SH   SOLE   550,124 0 0
REPUBLIC SVCS INC COM 760759100   114,840,356 696,382 SH   SOLE   696,382 0 0
ROPER TECHNOLOGIES INC COM 776696106   178,164,827 326,806 SH   SOLE   326,806 0 0
ROSS STORES INC COM 778296103   296,395,814 2,141,743 SH   SOLE   2,141,743 0 0
S&P GLOBAL INC COM 78409V104   1,086,951,823 2,467,429 SH   SOLE   2,199,837 0 267,592
SALESFORCE INC COM 79466L302   1,566,055,343 5,951,415 SH   SOLE   5,216,404 0 735,011
SBA COMMUNICATIONS CORP NEW CL A 78410G104   111,744,610 440,477 SH   SOLE   440,477 0 0
SCHWAB CHARLES CORP COM 808513105   128,580,664 1,868,905 SH   SOLE   1,868,905 0 0
SHERWIN WILLIAMS CO COM 824348106   917,086,744 2,940,323 SH   SOLE   2,673,497 0 266,826
SIMON PPTY GROUP INC NEW COM 828806109   130,346,572 913,815 SH   SOLE   913,815 0 0
SYNOPSYS INC COM 871607107   94,844,877 184,197 SH   SOLE   184,197 0 0
SYSCO CORP COM 871829107   801,131,032 10,954,889 SH   SOLE   10,115,253 0 839,636
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   49,944,024 480,231 SH   SOLE   480,231 0 0
TERADYNE INC COM 880770102   18,134,994 167,112 SH   SOLE   167,112 0 0
TEXAS INSTRS INC COM 882508104   347,921,815 2,041,076 SH   SOLE   1,787,549 0 253,527
THE CIGNA GROUP COM 125523100   803,143,167 2,682,061 SH   SOLE   2,389,788 0 292,273
THE TRADE DESK INC COM CL A 88339J105   18,948,939 263,326 SH   SOLE   263,326 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   735,825,685 1,386,284 SH   SOLE   1,213,452 0 172,832
TRANE TECHNOLOGIES PLC SHS G8994E103   21,887,586 89,740 SH   SOLE   89,740 0 0
TRANSUNION COM 89400J107   165,001,019 2,401,412 SH   SOLE   2,401,412 0 0
TRUIST FINL CORP COM 89832Q109   95,049,285 2,574,466 SH   SOLE   2,574,466 0 0
UNION PAC CORP COM 907818108   107,206,990 436,475 SH   SOLE   436,475 0 0
UNITEDHEALTH GROUP INC COM 91324P102   812,870 1,544 SH   SOLE   1,544 0 0
VERISK ANALYTICS INC COM 92345Y106   530,440,702 2,220,718 SH   SOLE   1,956,157 0 264,561
VERIZON COMMUNICATIONS INC COM 92343V104   196,450,628 5,210,892 SH   SOLE   5,210,892 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   300,285 738 SH   SOLE   738 0 0
VISA INC COM CL A 92826C839   1,374,648 5,280 SH   SOLE   5,280 0 0
WASTE MGMT INC DEL COM 94106L109   859,623,941 4,799,687 SH   SOLE   4,210,834 0 588,853
WESTERN DIGITAL CORP. COM 958102105   74,096,742 1,414,870 SH   SOLE   1,414,870 0 0
WORKDAY INC CL A 98138H101   126,556,394 458,438 SH   SOLE   458,438 0 0
XYLEM INC COM 98419M100   146,210,289 1,278,509 SH   SOLE   1,278,509 0 0
YUM BRANDS INC COM 988498101   395,769 3,029 SH   SOLE   3,029 0 0