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   334,556,865 663,014 SH   SOLE   585,333 0 77,681
ADVANCED MICRO DEVICES INC COM 007903107   842,708 4,669 SH   SOLE   4,669 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   168,762,644 1,159,801 SH   SOLE   1,159,801 0 0
AIRBNB INC COM CL A 009066101   539,419 3,270 SH   SOLE   3,270 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   691,605 6,359 SH   SOLE   6,359 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   50,065,808 388,378 SH   SOLE   388,378 0 0
ALIGN TECHNOLOGY INC COM 016255101   130,054,056 396,603 SH   SOLE   396,603 0 0
ALLSTATE CORP COM 020002101   93,899,966 542,743 SH   SOLE   542,743 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   5,790,889 38,748 SH   SOLE   38,748 0 0
ALPHABET INC CAP STK CL A 02079K305   2,091,123,830 13,854,925 SH   SOLE   12,356,686 0 1,498,239
AMAZON COM INC COM 023135106   2,697,583 14,955 SH   SOLE   14,955 0 0
AMDOCS LTD SHS G02602103   85,898,673 950,522 SH   SOLE   950,522 0 0
AMERICAN EXPRESS CO COM 025816109   119,145,851 523,281 SH   SOLE   523,281 0 0
APPLE INC COM 037833100   1,401,436,247 8,172,593 SH   SOLE   7,233,375 0 939,218
APPLIED MATLS INC COM 038222105   913,491,454 4,429,479 SH   SOLE   3,917,842 0 511,637
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   856,657 6,442 SH   SOLE   6,442 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   651,145 9,611 SH   SOLE   9,611 0 0
ATLASSIAN CORPORATION CL A 049468101   7,568,902 38,793 SH   SOLE   38,793 0 0
AUTODESK INC COM 052769106   78,046,572 299,695 SH   SOLE   299,695 0 0
AUTOZONE INC COM 053332102   875,147,020 277,679 SH   SOLE   245,416 0 32,263
AVANTOR INC COM 05352A100   82,196,708 3,214,576 SH   SOLE   3,214,576 0 0
BALL CORP COM 058498106   1,437,952,175 21,347,271 SH   SOLE   19,267,590 0 2,079,681
BANK AMERICA CORP COM 060505104   1,642,860,641 43,324,384 SH   SOLE   38,854,123 0 4,470,261
BANK NEW YORK MELLON CORP COM 064058100   229,042,611 3,975,054 SH   SOLE   3,975,054 0 0
BAXTER INTL INC COM 071813109   94,970,203 2,222,045 SH   SOLE   2,222,045 0 0
BERKLEY W R CORP COM 084423102   77,358,733 874,703 SH   SOLE   874,703 0 0
BIO RAD LABS INC CL A 090572207   82,244,427 237,790 SH   SOLE   237,790 0 0
BIOGEN INC COM 09062X103   77,786,797 360,742 SH   SOLE   360,742 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   76,247,907 873,001 SH   SOLE   873,001 0 0
BLOCK INC CL A 852234103   79,566,351 940,723 SH   SOLE   940,723 0 0
BLOCK INC NOTE 5/0 852234AJ2   2,679,300 3,000,000 PRN   SOLE   3,000,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   784,827 11,459 SH   SOLE   11,459 0 0
BROADCOM INC COM 11135F101   591,179,249 446,035 SH   SOLE   391,941 0 54,094
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   111,091,481 542,280 SH   SOLE   542,280 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   63,216,841 2,572,928 SH   SOLE   2,572,928 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   16,966,939 54,507 SH   SOLE   54,507 0 0
CBOE GLOBAL MKTS INC COM 12503M108   122,913,165 668,988 SH   SOLE   668,988 0 0
CBRE GROUP INC CL A 12504L109   162,470,440 1,670,819 SH   SOLE   1,670,819 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   755,354,927 2,599,026 SH   SOLE   2,325,794 0 273,232
CINTAS CORP COM 172908105   29,532,672 42,986 SH   SOLE   42,986 0 0
CISCO SYS INC COM 17275R102   66,101,802 1,324,420 SH   SOLE   1,324,420 0 0
CITIGROUP INC COM NEW 172967424   121,552,782 1,922,087 SH   SOLE   1,922,087 0 0
CLOUDFLARE INC CL A COM 18915M107   476,888 4,925 SH   SOLE   4,925 0 0
CME GROUP INC COM 12572Q105   1,172,403,677 5,445,695 SH   SOLE   4,855,113 0 590,582
CNH INDL N V SHS N20944109   77,944,369 6,014,226 SH   SOLE   6,014,226 0 0
COMCAST CORP NEW CL A 20030N101   63,309,034 1,460,416 SH   SOLE   1,460,416 0 0
COPART INC COM 217204106   14,543,712 251,100 SH   SOLE   251,100 0 0
COSTAR GROUP INC COM 22160N109   33,636,796 348,207 SH   SOLE   348,207 0 0
COSTCO WHSL CORP NEW COM 22160K105   563,719,956 769,447 SH   SOLE   680,516 0 88,931
CUMMINS INC COM 231021106   134,202,468 455,464 SH   SOLE   455,464 0 0
D R HORTON INC COM 23331A109   728,102,486 4,424,810 SH   SOLE   4,080,548 0 344,262
DANAHER CORPORATION COM 235851102   714,939,121 2,862,963 SH   SOLE   2,530,289 0 332,674
DATADOG INC CL A COM 23804L103   17,844,997 144,377 SH   SOLE   144,377 0 0
DEERE & CO COM 244199105   1,569,265,851 3,820,582 SH   SOLE   3,415,721 0 404,861
DISNEY WALT CO COM 254687106   113,344,638 926,321 SH   SOLE   926,321 0 0
ELI LILLY & CO COM 532457108   1,276,632 1,641 SH   SOLE   1,641 0 0
EQUIFAX INC COM 294429105   552,440,304 2,065,043 SH   SOLE   1,841,753 0 223,290
FEDEX CORP COM 31428X106   87,272,585 301,210 SH   SOLE   301,210 0 0
FERGUSON PLC NEW SHS G3421J106   82,407,741 377,273 SH   SOLE   377,273 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   269,458,998 3,632,502 SH   SOLE   3,632,502 0 0
FISERV INC COM 337738108   1,045,458,055 6,541,472 SH   SOLE   5,791,008 0 750,464
FORTINET INC COM 34959E109   109,918,441 1,609,112 SH   SOLE   1,609,112 0 0
GILEAD SCIENCES INC COM 375558103   104,953,406 1,432,811 SH   SOLE   1,432,811 0 0
GLOBAL PMTS INC COM 37940X102   150,868,057 1,128,745 SH   SOLE   1,128,745 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   136,544,398 1,169,946 SH   SOLE   1,169,946 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   64,611,172 302,898 SH   SOLE   302,898 0 0
HOLOGIC INC COM 436440101   111,027,592 1,424,161 SH   SOLE   1,424,161 0 0
HUNT J B TRANS SVCS INC COM 445658107   72,067,131 361,692 SH   SOLE   361,692 0 0
IDACORP INC COM 451107106   66,679,879 717,837 SH   SOLE   717,837 0 0
IDEXX LABS INC COM 45168D104   26,447,391 48,983 SH   SOLE   48,983 0 0
INTEL CORP COM 458140100   1,034,415,860 23,418,969 SH   SOLE   21,132,579 0 2,286,390
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,119,887,385 8,148,784 SH   SOLE   7,201,115 0 947,669
INTUIT COM 461202103   861,022,500 1,324,650 SH   SOLE   1,172,091 0 152,559
INTUITIVE SURGICAL INC COM NEW 46120E602   423,834 1,062 SH   SOLE   1,062 0 0
IQVIA HLDGS INC COM 46266C105   120,399,159 476,093 SH   SOLE   476,093 0 0
ISHARES TR MBS ETF 464288588   21,510,940 232,752 SH   SOLE   232,752 0 0
KLA CORP COM NEW 482480100   114,309,105 163,633 SH   SOLE   163,633 0 0
LAM RESEARCH CORP COM 512807108   71,060,630 73,140 SH   SOLE   73,140 0 0
LINDE PLC SHS G54950103   1,117,960,444 2,407,737 SH   SOLE   2,121,969 0 285,768
LPL FINL HLDGS INC COM 50212V100   15,017,128 56,840 SH   SOLE   56,840 0 0
LULULEMON ATHLETICA INC COM 550021109   13,119,199 33,583 SH   SOLE   33,583 0 0
MARRIOTT INTL INC NEW CL A 571903202   613,877,800 2,433,030 SH   SOLE   2,152,579 0 280,451
MARSH & MCLENNAN COS INC COM 571748102   868,858,245 4,218,168 SH   SOLE   3,733,498 0 484,670
MASTERCARD INCORPORATED CL A 57636Q104   1,429,630,117 2,968,686 SH   SOLE   2,654,553 0 314,133
MERCADOLIBRE INC COM 58733R102   21,873,525 14,467 SH   SOLE   14,467 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   23,760,864 17,848 SH   SOLE   17,848 0 0
MICRON TECHNOLOGY INC COM 595112103   686,170,611 5,820,431 SH   SOLE   5,351,975 0 468,456
MICROSOFT CORP COM 594918104   2,642,323,125 6,280,479 SH   SOLE   5,587,360 0 693,119
MONDELEZ INTL INC CL A 609207105   469,082,180 6,701,174 SH   SOLE   5,928,722 0 772,452
MONOLITHIC PWR SYS INC COM 609839105   20,771,729 30,663 SH   SOLE   30,663 0 0
MORNINGSTAR INC COM 617700109   29,211,273 94,728 SH   SOLE   94,728 0 0
NATERA INC COM 632307104   647,171 7,076 SH   SOLE   7,076 0 0
NETFLIX INC COM 64110L106   522,911 861 SH   SOLE   861 0 0
NICE LTD SPONSORED ADR 653656108   61,270,980 235,097 SH   SOLE   235,097 0 0
NUTRIEN LTD COM 67077M108   285,788,453 5,262,170 SH   SOLE   4,995,515 0 266,655
NVIDIA CORPORATION COM 67066G104   1,861,274,869 2,059,935 SH   SOLE   1,814,986 0 244,949
OLD DOMINION FREIGHT LINE IN COM 679580100   128,395,478 585,452 SH   SOLE   585,452 0 0
ORACLE CORP COM 68389X105   1,071,945,943 8,533,922 SH   SOLE   7,685,769 0 848,153
OREILLY AUTOMOTIVE INC COM 67103H107   108,453,759 96,072 SH   SOLE   96,072 0 0
OTIS WORLDWIDE CORP COM 68902V107   91,791,495 924,665 SH   SOLE   924,665 0 0
PALO ALTO NETWORKS INC COM 697435105   396,361 1,395 SH   SOLE   1,395 0 0
PENTAIR PLC SHS G7S00T104   52,150,269 610,373 SH   SOLE   610,373 0 0
PFIZER INC COM 717081103   88,407,032 3,185,839 SH   SOLE   3,185,839 0 0
POOL CORP COM 73278L105   84,714,422 209,949 SH   SOLE   209,949 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   11,192,704 136,214 SH   SOLE   136,214 0 0
PROCTER AND GAMBLE CO COM 742718109   623,732,483 3,844,268 SH   SOLE   3,398,192 0 446,076
PROGRESSIVE CORP COM 743315103   182,556,084 882,681 SH   SOLE   882,681 0 0
PTC INC COM 69370C100   22,552,445 119,363 SH   SOLE   119,363 0 0
REALTY INCOME CORP COM 756109104   326,610,519 6,037,163 SH   SOLE   5,317,173 0 719,990
REPLIGEN CORP COM 759916109   71,438,758 388,423 SH   SOLE   388,423 0 0
REPUBLIC SVCS INC COM 760759100   101,468,752 530,029 SH   SOLE   530,029 0 0
ROPER TECHNOLOGIES INC COM 776696106   118,658,040 211,572 SH   SOLE   211,572 0 0
ROSS STORES INC COM 778296103   231,714,521 1,578,867 SH   SOLE   1,578,867 0 0
S&P GLOBAL INC COM 78409V104   1,022,184,043 2,402,595 SH   SOLE   2,161,761 0 240,834
SALESFORCE INC COM 79466L302   1,738,136,585 5,771,089 SH   SOLE   5,099,171 0 671,918
SCHWAB CHARLES CORP COM 808513105   135,196,588 1,868,905 SH   SOLE   1,868,905 0 0
SHERWIN WILLIAMS CO COM 824348106   878,756,709 2,530,034 SH   SOLE   2,284,168 0 245,866
SIMON PPTY GROUP INC NEW COM 828806109   121,666,280 777,470 SH   SOLE   777,470 0 0
SYSCO CORP COM 871829107   799,041,020 9,842,831 SH   SOLE   9,068,441 0 774,390
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   65,437,465 480,981 SH   SOLE   480,981 0 0
TERADYNE INC COM 880770102   31,101,815 275,652 SH   SOLE   275,652 0 0
THE CIGNA GROUP COM 125523100   1,053,552,448 2,900,830 SH   SOLE   2,600,087 0 300,743
THE TRADE DESK INC COM CL A 88339J105   97,887,671 1,119,740 SH   SOLE   1,119,740 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   797,561,354 1,372,243 SH   SOLE   1,213,159 0 159,084
TRANE TECHNOLOGIES PLC SHS G8994E103   26,939,948 89,740 SH   SOLE   89,740 0 0
TRANSUNION COM 89400J107   111,672,838 1,399,409 SH   SOLE   1,399,409 0 0
TRUIST FINL CORP COM 89832Q109   91,125,924 2,337,761 SH   SOLE   2,337,761 0 0
UNION PAC CORP COM 907818108   107,342,297 436,475 SH   SOLE   436,475 0 0
UNITEDHEALTH GROUP INC COM 91324P102   882,050 1,783 SH   SOLE   1,783 0 0
VERISK ANALYTICS INC COM 92345Y106   508,013,708 2,155,066 SH   SOLE   1,911,304 0 243,762
VERIZON COMMUNICATIONS INC COM 92343V104   748,266,805 17,832,860 SH   SOLE   16,342,639 0 1,490,221
VISA INC COM CL A 92826C839   1,945,746 6,972 SH   SOLE   6,972 0 0
WASTE MGMT INC DEL COM 94106L109   995,769,231 4,671,683 SH   SOLE   4,128,034 0 543,649
WESTERN DIGITAL CORP. COM 958102105   96,550,729 1,414,870 SH   SOLE   1,414,870 0 0
WORKDAY INC CL A 98138H101   89,083,150 326,611 SH   SOLE   326,611 0 0
XYLEM INC COM 98419M100   82,098,547 635,241 SH   SOLE   635,241 0 0