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
10X GENOMICS INC CL A COM 88025U109 7,087 93,160 SH   SOLE   93,160 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 77,986 231,254 SH   SOLE   231,254 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 601,850 1,320,948 SH   SOLE   1,164,389 0 156,559
AES CORP COM 00130H105 95,172 3,698,870 SH   SOLE   3,698,870 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 354,017 2,675,262 SH   SOLE   2,675,262 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 696,206 3,459,409 SH   SOLE   3,165,277 0 294,132
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 12,669 77,587 SH   SOLE   77,587 0 0
ALPHABET INC CAP STK CL A 02079K305 2,382,738 856,684 SH   SOLE   759,630 0 97,054
AMERICAN EXPRESS CO COM 025816109 135,526 724,738 SH   SOLE   724,738 0 0
AMERICAN TOWER CORP NEW COM 03027X100 727,314 2,895,129 SH   SOLE   2,547,802 0 347,327
AMERICOLD RLTY TR COM 03064D108 152,422 5,467,059 SH   SOLE   5,467,059 0 0
ANGI INC COM CL A NEW 00183L102 66,003 11,640,816 SH   SOLE   11,640,816 0 0
ANSYS INC COM 03662Q105 133,268 419,545 SH   SOLE   419,545 0 0
APPLE INC COM 037833100 1,233,111 7,062,089 SH   SOLE   6,312,753 0 749,336
APPLIED MATLS INC COM 038222105 931,322 7,066,179 SH   SOLE   6,313,757 0 752,422
AUTODESK INC COM 052769106 121,174 565,307 SH   SOLE   565,307 0 0
AVALARA INC COM 05338G106 186,191 1,871,076 SH   SOLE   1,871,076 0 0
AVANTOR INC COM 05352A100 240,560 7,112,960 SH   SOLE   7,112,960 0 0
BALL CORP COM 058498106 1,028,288 11,425,427 SH   SOLE   10,347,531 0 1,077,896
BANK NEW YORK MELLON CORP COM 064058100 121,303 2,444,145 SH   SOLE   2,444,145 0 0
BECTON DICKINSON & CO COM 075887109 1,371,664 5,156,630 SH   SOLE   4,592,461 0 564,169
BIOGEN INC COM 09062X103 95,202 452,053 SH   SOLE   452,053 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 210,169 2,725,930 SH   SOLE   2,725,930 0 0
BK OF AMERICA CORP COM 060505104 123,660 3,000,000 SH   SOLE   3,000,000 0 0
BLOCK INC CL A 852234103 25,693 189,474 SH   SOLE   189,474 0 0
BOOKING HOLDINGS INC COM 09857L108 707,771 301,378 SH   SOLE   265,375 0 36,003
BOSTON SCIENTIFIC CORP COM 101137107 696,892 15,734,750 SH   SOLE   13,861,673 0 1,873,077
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 205,900 1,322,327 SH   SOLE   1,322,327 0 0
BURLINGTON STORES INC COM 122017106 182,742 1,003,142 SH   SOLE   1,003,142 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 184,398 1,711,986 SH   SOLE   1,711,986 0 0
CABLE ONE INC COM 12685J105 137,447 93,869 SH   SOLE   93,869 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 47,464 288,605 SH   SOLE   288,605 0 0
CANADIAN PAC RY LTD COM 13645T100 1,090,151 13,207,551 SH   SOLE   11,648,679 0 1,558,872
CAPITAL ONE FINL CORP COM 14040H105 91,903 700,000 SH   SOLE   700,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108 225,566 1,971,390 SH   SOLE   1,971,390 0 0
CERNER CORP COM 156782104 63,047 673,872 SH   SOLE   673,872 0 0
CINTAS CORP COM 172908105 19,517 45,880 SH   SOLE   45,880 0 0
CISCO SYS INC COM 17275R102 167,280 3,000,000 SH   SOLE   3,000,000 0 0
CME GROUP INC COM 12572Q105 1,422,369 5,979,856 SH   SOLE   5,271,532 0 708,324
CNH INDL N V SHS N20944109 168,240 10,607,848 SH   SOLE   10,607,848 0 0
COMCAST CORP NEW CL A 20030N101 1,114,625 23,806,603 SH   SOLE   21,244,438 0 2,562,165
COSTAR GROUP INC COM 22160N109 554,084 8,318,337 SH   SOLE   7,651,483 0 666,854
COSTCO WHSL CORP NEW COM 22160K105 919,681 1,597,085 SH   SOLE   1,407,273 0 189,812
COUPA SOFTWARE INC COM 22266L106 17,099 168,245 SH   SOLE   168,245 0 0
CUMMINS INC COM 231021106 93,420 455,464 SH   SOLE   455,464 0 0
D R HORTON INC COM 23331A109 162,667 2,183,162 SH   SOLE   2,183,162 0 0
DANAHER CORPORATION COM 235851102 1,316,276 4,487,356 SH   SOLE   3,954,388 0 532,968
DEERE & CO COM 244199105 1,498,413 3,606,635 SH   SOLE   3,178,587 0 428,048
DISCOVER FINL SVCS COM 254709108 88,248 800,869 SH   SOLE   800,869 0 0
FEDEX CORP COM 31428X106 119,117 514,788 SH   SOLE   514,788 0 0
FIRST HORIZON CORPORATION COM 320517105 112,655 4,795,869 SH   SOLE   4,795,869 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 141,987 875,922 SH   SOLE   875,922 0 0
FISERV INC COM 337738108 1,517,597 14,966,439 SH   SOLE   13,193,985 0 1,772,454
FIVE9 INC COM 338307101 21,831 197,747 SH   SOLE   197,747 0 0
FORTINET INC COM 34959E109 19,614 57,395 SH   SOLE   57,395 0 0
GAP INC COM 364760108 71,354 5,067,768 SH   SOLE   5,067,768 0 0
GILEAD SCIENCES INC COM 375558103 644,446 10,840,138 SH   SOLE   9,792,121 0 1,048,017
GLOBAL PMTS INC COM 37940X102 154,457 1,128,745 SH   SOLE   1,128,745 0 0
GRAINGER W W INC COM 384802104 107,060 207,565 SH   SOLE   207,565 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 178,599 5,448,421 SH   SOLE   5,448,421 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 187,758 1,984,341 SH   SOLE   1,984,341 0 0
HANESBRANDS INC COM 410345102 111,864 7,512,685 SH   SOLE   7,512,685 0 0
HENRY JACK & ASSOC INC COM 426281101 296,471 1,504,545 SH   SOLE   1,504,545 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 153,992 1,014,844 SH   SOLE   1,014,844 0 0
HOLOGIC INC COM 436440101 328,007 4,269,814 SH   SOLE   4,269,814 0 0
HOME DEPOT INC COM 437076102 542,084 1,810,991 SH   SOLE   1,595,457 0 215,534
IDACORP INC COM 451107106 139,173 1,206,425 SH   SOLE   1,206,425 0 0
IDEXX LABS INC COM 45168D104 34,134 62,395 SH   SOLE   62,395 0 0
ILLUMINA INC COM 452327109 25,543 73,104 SH   SOLE   73,104 0 0
INTEL CORP COM 458140100 163,437 3,297,764 SH   SOLE   3,297,764 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 515,807 3,904,077 SH   SOLE   3,437,860 0 466,217
IQVIA HLDGS INC COM 46266C105 175,759 760,169 SH   SOLE   760,169 0 0
KLA CORP COM NEW 482480100 183,818 502,153 SH   SOLE   502,153 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 128,046 6,480,060 SH   SOLE   6,480,060 0 0
LINDE PLC SHS G5494J103 934,561 2,925,714 SH   SOLE   2,577,376 0 348,338
LULULEMON ATHLETICA INC COM 550021109 19,928 54,564 SH   SOLE   54,564 0 0
MARKETAXESS HLDGS INC COM 57060D108 26,451 77,751 SH   SOLE   77,751 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,462,116 4,091,208 SH   SOLE   3,642,860 0 448,348
MATCH GROUP INC NEW COM 57667L107 27,283 250,898 SH   SOLE   250,898 0 0
MERCADOLIBRE INC COM 58733R102 21,833 18,355 SH   SOLE   18,355 0 0
MERCK & CO INC COM 58933Y105 189,252 2,306,548 SH   SOLE   2,306,548 0 0
MICRON TECHNOLOGY INC COM 595112103 633,810 8,137,241 SH   SOLE   7,339,932 0 797,309
MICROSOFT CORP COM 594918104 2,607,019 8,455,838 SH   SOLE   7,494,628 0 961,210
MODERNA INC COM 60770K107 103,328 599,840 SH   SOLE   599,840 0 0
MONDELEZ INTL INC CL A 609207105 650,835 10,366,914 SH   SOLE   9,133,690 0 1,233,224
MONOLITHIC PWR SYS INC COM 609839105 24,411 50,262 SH   SOLE   50,262 0 0
MORNINGSTAR INC COM 617700109 18,278 66,909 SH   SOLE   66,909 0 0
NIKE INC CL B 654106103 513,370 3,815,175 SH   SOLE   3,361,126 0 454,049
NOVARTIS AG SPONSORED ADR 66987V109 108,997 1,242,128 SH   SOLE   1,242,128 0 0
NUTRIEN LTD COM 67077M108 19,571 188,197 SH   SOLE   188,197 0 0
NVIDIA CORPORATION COM 67066G104 733,024 2,686,446 SH   SOLE   2,365,648 0 320,798
OLD DOMINION FREIGHT LINE IN COM 679580100 25,867 86,603 SH   SOLE   86,603 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 217,491 317,523 SH   SOLE   317,523 0 0
PAYCHEX INC COM 704326107 114,799 841,205 SH   SOLE   841,205 0 0
PAYPAL HLDGS INC COM 70450Y103 52,176 451,151 SH   SOLE   451,151 0 0
PENTAIR PLC SHS G7S00T104 250,772 4,625,943 SH   SOLE   4,377,802 0 248,141
PEPSICO INC COM 713448108 153,230 915,459 SH   SOLE   915,459 0 0
POOL CORP COM 73278L105 37,805 89,405 SH   SOLE   89,405 0 0
PPG INDS INC COM 693506107 169,932 1,296,499 SH   SOLE   1,296,499 0 0
PROCTER AND GAMBLE CO COM 742718109 909,412 5,951,648 SH   SOLE   5,243,189 0 708,459
PROGRESSIVE CORP COM 743315103 146,676 1,286,742 SH   SOLE   1,286,742 0 0
REPUBLIC SVCS INC COM 760759100 267,314 2,017,466 SH   SOLE   2,017,466 0 0
ROPER TECHNOLOGIES INC COM 776696106 140,278 297,055 SH   SOLE   297,055 0 0
S&P GLOBAL INC COM 78409V104 1,395,791 3,402,875 SH   SOLE   3,036,847 0 366,028
SBA COMMUNICATIONS CORP NEW CL A 78410G104 246,509 716,389 SH   SOLE   716,389 0 0
SCHWAB CHARLES CORP COM 808513105 1,145,618 13,588,165 SH   SOLE   12,253,088 0 1,335,077
SEAGEN INC COM 81181C104 8,717 60,513 SH   SOLE   60,513 0 0
SHERWIN WILLIAMS CO COM 824348106 549,574 2,201,641 SH   SOLE   1,939,707 0 261,934
SIGNATURE BK NEW YORK N Y COM 82669G104 200,175 682,049 SH   SOLE   682,049 0 0
SILVERGATE CAP CORP CL A 82837P408 16,797 111,554 SH   SOLE   111,554 0 0
SIMON PPTY GROUP INC NEW COM 828806109 120,222 913,815 SH   SOLE   913,815 0 0
STANLEY BLACK & DECKER INC COM 854502101 181,765 1,300,272 SH   SOLE   1,300,272 0 0
SUNRUN INC NOTE 2/0 86771WAB1 1,591 2,000,000 PRN   SOLE   2,000,000 0 0
SYNOPSYS INC COM 871607107 203,588 610,879 SH   SOLE   610,879 0 0
SYSCO CORP COM 871829107 403,206 4,938,230 SH   SOLE   4,938,230 0 0
TERADYNE INC COM 880770102 23,957 202,631 SH   SOLE   202,631 0 0
TEXAS INSTRS INC COM 882508104 747,115 4,071,914 SH   SOLE   3,586,976 0 484,938
THE TRADE DESK INC COM CL A 88339J105 19,766 285,430 SH   SOLE   285,430 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 552,948 936,169 SH   SOLE   824,900 0 111,269
THOMSON REUTERS CORP. COM NEW 884903709 23,641 217,191 SH   SOLE   217,191 0 0
T-MOBILE US INC COM 872590104 717,426 5,589,610 SH   SOLE   4,923,901 0 665,709
TRIMBLE INC COM 896239100 156,544 2,170,005 SH   SOLE   2,170,005 0 0
UNION PAC CORP COM 907818108 454,052 1,661,916 SH   SOLE   1,503,796 0 158,120
V F CORP COM 918204108 227,476 4,000,626 SH   SOLE   4,000,626 0 0
VEEVA SYS INC CL A COM 922475108 32,644 153,648 SH   SOLE   153,648 0 0
VERISK ANALYTICS INC COM 92345Y106 1,034,892 4,821,749 SH   SOLE   4,396,075 0 425,674
VERIZON COMMUNICATIONS INC COM 92343V104 702,038 13,781,660 SH   SOLE   12,579,804 0 1,201,856
VERTEX PHARMACEUTICALS INC COM 92532F100 149,140 571,485 SH   SOLE   571,485 0 0
VMWARE INC CL A COM 928563402 82,854 727,616 SH   SOLE   727,616 0 0
WASTE MGMT INC DEL COM 94106L109 743,755 4,692,463 SH   SOLE   4,135,501 0 556,962
WESTERN DIGITAL CORP. COM 958102105 254,610 5,128,104 SH   SOLE   5,128,104 0 0