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
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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
AGCO CORP AGCO US Equity 001084102   2,773,800 20,000 SH   SOLE 0 20,000 0 0
ADVANCED MICRO DEVICES Equity 007903107   1,295,400 20,000 SH   SOLE 0 20,000 0 0
AMAZON COM INC AMZN US Equity 023135106   57,190,560 680,840 SH   SOLE 0 680,840 0 0
APPLE INC AAPL US Equity 037833100   62,623,142 481,976 SH   SOLE 0 481,976 0 0
APPLIED MATERIALS INC AMAT US Equity 038222105   1,217,250 12,500 SH   SOLE 0 12,500 0 0
ALCON INC Equity 043249246   157,588,484 2,307,706 SH   SOLE 0 2,307,706 0 0
AUTODESK INC ADSK US Equity 052769106   136,078,734 728,200 SH   SOLE 0 728,200 0 0
BADGER METER INC Equity 056525108   7,414,040 68,000 SH   SOLE 0 68,000 0 0
BAXTER INTERNATIONAL INC BAX US Equity 071813109   2,225,248 43,658 SH   SOLE 0 43,658 0 0
BRIGHT HORIZONS FAMILY SOLUT Equity 109194100   72,451,420 1,148,200 SH   SOLE 0 1,148,200 0 0
BRINKS CO THE Equity 109696104   6,974,673 129,858 SH   SOLE 0 129,858 0 0
BROWN & BROWN INC Equity 115236101   83,529,414 1,466,200 SH   SOLE 0 1,466,200 0 0
BROWN FORMAN CORP CLASS B BF B US Equity 115637209   16,420,000 250,000 SH   SOLE 0 250,000 0 0
CADENCE DESIGN SYS INC CDNS US Equity 127387108   152,848,960 951,500 SH   SOLE 0 951,500 0 0
CANADA GOOSE HOLDINGS INC Equity 135086106   890,500 50,000 SH   SOLE 0 50,000 0 0
CITIZENS FINANCIAL GROUP CFG US Equity 174610105   6,805,577 172,862 SH   SOLE 0 172,862 0 0
CLEAN HARBORS INC Equity 184496107   1,141,200 10,000 SH   SOLE 0 10,000 0 0
CRANE HOLDINGS CO Equity 224399105   703,150 7,000 SH   SOLE 0 7,000 0 0
DANAHER CORP DHR US Equity 235851102   19,906,500 75,000 SH   SOLE 0 75,000 0 0
DEERE & CO DE US Equity 244199105   1,715,040 4,000 SH   SOLE 0 4,000 0 0
WALT DISNEY CO THE DIS US Equity 254687106   17,202,240 198,000 SH   SOLE 0 198,000 0 0
DOCUSIGN INC Equity 256163106   92,418,392 1,667,600 SH   SOLE 0 1,667,600 0 0
DYNATRACE INC Equity 268150109   4,442,800 116,000 SH   SOLE 0 116,000 0 0
ECOLAB INC ECL US Equity 278865100   115,803,024 795,569 SH   SOLE 0 795,569 0 0
ELECTRONIC ARTS INC EA US Equity 285512109   8,555,044 70,020 SH   SOLE 0 70,020 0 0
EQUIFAX INC EFX US Equity 294429105   5,905,046 30,382 SH   SOLE 0 30,382 0 0
FACTSET RESEARCH SYSTEMS INC Equity 303075105   802,420 2,000 SH   SOLE 0 2,000 0 0
ARTHUR J GALLAGHER & CO AJG US Equity 363576109   27,338,300 145,000 SH   SOLE 0 145,000 0 0
HALLIBURTON CO HAL US Equity 406216101   4,157,642 105,658 SH   SOLE 0 105,658 0 0
HINGHAM INSTITUTION FOR SVGS Equity 433323102   3,256,328 11,800 SH   SOLE 0 11,800 0 0
HOLOGIC INC HOLX US Equity 436440101   748,100 10,000 SH   SOLE 0 10,000 0 0
HONEYWELL INTERNATIONAL INC HON US Equity 438516106   7,399,779 34,530 SH   SOLE 0 34,530 0 0
HUBSPOT INC Equity 443573100   9,252,160 32,000 SH   SOLE 0 32,000 0 0
HUNTSMAN CORP Equity 447011107   687,000 25,000 SH   SOLE 0 25,000 0 0
ILLUMINA INC ILMN US Equity 452327109   138,304,800 684,000 SH   SOLE 0 684,000 0 0
INTL FLAVORS & FRAGRANCES IFF US Equity 459506101   988,536 9,429 SH   SOLE 0 9,429 0 0
INTUIT INC INTU US Equity 461202103   157,906,554 405,700 SH   SOLE 0 405,700 0 0
ITAU UNIBANCO H SPON PRF ADR Equity ADR 465562106   2,979,278 632,543 SH   SOLE 0 632,543 0 0
KLA CORP KLAC US Equity 482480100   3,016,240 8,000 SH   SOLE 0 8,000 0 0
LAM RESEARCH CORP LRCX US Equity 512807108   546,390 1,300 SH   SOLE 0 1,300 0 0
ESTEE LAUDER COMPANIES CL A EL US Equity 518439104   14,142,270 57,000 SH   SOLE 0 57,000 0 0
LIVE NATION ENTERTAINMENT IN Equity 538034109   4,309,932 61,800 SH   SOLE 0 61,800 0 0
LOWES COS INC LOW US Equity 548661107   8,063,641 40,472 SH   SOLE 0 40,472 0 0
LULULEMON ATHLETICA INC LULU US Equity 550021109   7,368,740 23,000 SH   SOLE 0 23,000 0 0
MASIMO CORP Equity 574795100   140,656,065 950,700 SH   SOLE 0 950,700 0 0
MICROSOFT CORP MSFT UW Equity 594918104   96,501,649 402,392 SH   SOLE 0 402,392 0 0
MONDELEZ INTERNATIONAL INC A MDLZ US Equity 609207105   9,317,270 139,794 SH   SOLE 0 139,794 0 0
MOODYS CORP MCO US Equity 615369105   20,339,260 73,000 SH   SOLE 0 73,000 0 0
MOTOROLA SOLUTIONS INC MSI US Equity 620076307   2,061,680 8,000 SH   SOLE 0 8,000 0 0
NASDAQ INC NDAQ US Equity 631103108   127,917,940 2,085,052 SH   SOLE 0 2,085,052 0 0
NIKE INC CL B NKE US Equity 654106103   10,413,890 89,000 SH   SOLE 0 89,000 0 0
PALO ALTO NETWORKS INC PANW US Equity 697435105   115,427,488 827,200 SH   SOLE 0 827,200 0 0
PAR TECHNOLOGY CORP DEL Equity 698884103   4,171,200 160,000 SH   SOLE 0 160,000 0 0
PFIZER INC PFE UN Equity 717081103   29,463,000 575,000 SH   SOLE 0 575,000 0 0
PINDUODUO INC ADR Equity ADR 722304102   5,790,050 71,000 SH   SOLE 0 71,000 0 0
POWER INTEGRATIONS INC Equity 739276103   1,793,000 25,000 SH   SOLE 0 25,000 0 0
RAPID7 INC Equity 753422104   1,291,240 38,000 SH   SOLE 0 38,000 0 0
RELIANCE STEEL & ALUMINUM RS UN Equity 759509102   15,071,051 74,447 SH   SOLE 0 74,447 0 0
ROPER TECHNOLOGIES INC ROP UN Equity 776696106   11,666,430 27,000 SH   SOLE 0 27,000 0 0
SCHWAB CHARLES CORP SCHW US Equity 808513105   189,869,601 2,280,442 SH   SOLE 0 2,280,442 0 0
SHERWIN WILLIAMS CO THE SHW US Equity 824348106   11,866,500 50,000 SH   SOLE 0 50,000 0 0
SHUTTERSTOCK INC Equity 825690100   1,212,560 23,000 SH   SOLE 0 23,000 0 0
SILICON LABORATORIES INC Equity 826919102   2,713,400 20,000 SH   SOLE 0 20,000 0 0
SKECHERS USA INC CL A Equity 830566105   839,000 20,000 SH   SOLE 0 20,000 0 0
SNOWFLAKE INC CLASS A Equity 833445109   3,301,420 23,000 SH   SOLE 0 23,000 0 0
QUIMICA Y MINERA CHIL SP ADR Equity ADR 833635105   878,240 11,000 SH   SOLE 0 11,000 0 0
STARBUCKS CORP SBUX US Equity 855244109   8,432,000 85,000 SH   SOLE 0 85,000 0 0
STRYKER CORP SYK US Equity 863667101   8,557,150 35,000 SH   SOLE 0 35,000 0 0
T MOBILE US INC TMUS US Equity 872590104   5,082,000 36,300 SH   SOLE 0 36,300 0 0
TAIWAN SEMICONDUCTOR SP ADR Equity ADR 874039100   2,579,216 34,625 SH   SOLE 0 34,625 0 0
TEXAS INSTRUMENTS INC TXN US Equity 882508104   826,100 5,000 SH   SOLE 0 5,000 0 0
THERMO FISHER SCIENTIFIC INC TMO UN Equity 883556102   191,042,071 346,914 SH   SOLE 0 346,914 0 0
TRADEWEB MARKETS INC CLASS A TW US Equity 892672106   7,142,300 110,000 SH   SOLE 0 110,000 0 0
UNDER ARMOUR INC CLASS A UAA UN Equity 904311107   609,600 60,000 SH   SOLE 0 60,000 0 0
VARONIS SYSTEMS INC Equity 922280102   1,675,800 70,000 SH   SOLE 0 70,000 0 0
WILLSCOT MOBILE MINI HOLDING Equity 971378104   677,550 15,000 SH   SOLE 0 15,000 0 0
WOLFSPEED INC Equity 977852102   759,440 11,000 SH   SOLE 0 11,000 0 0
XPO INC Equity 983793100   665,800 20,000 SH   SOLE 0 20,000 0 0
VERISIGN INC VRSN US Equity 92343E102   160,161,024 779,600 SH   SOLE 0 779,600 0 0
PROGYNY INC Equity 74340E103   3,426,500 110,000 SH   SOLE 0 110,000 0 0
VALE SA SP ADR Equity ADR 91912E105   4,612,446 271,800 SH   SOLE 0 271,800 0 0
FORTINET INC FTNT US Equity 34959E109   12,222,500 250,000 SH   SOLE 0 250,000 0 0
ACADIA HEALTHCARE CO INC Equity 00404A109   3,292,800 40,000 SH   SOLE 0 40,000 0 0
ADAPTHEALTH CORP Equity 00653Q102   3,167,456 164,800 SH   SOLE 0 164,800 0 0
ADOBE INC ADBE US Equity 00724F101   154,506,644 459,117 SH   SOLE 0 459,117 0 0
ADVANCED DRAINAGE SYSTEMS IN Equity 00790R104   52,559,164 641,200 SH   SOLE 0 641,200 0 0
AGILENT TECHNOLOGIES INC A US Equity 00846U101   148,377,975 991,500 SH   SOLE 0 991,500 0 0
ALPHABET INC CL C GOOG US Equity 02079K107   16,761,097 188,900 SH   SOLE 0 188,900 0 0
ALPHABET INC CL A GOOGL US Equity 02079K305   245,715,256 2,784,940 SH   SOLE 0 2,784,940 0 0
AMERICAN TOWER CORP AMT US REIT 03027X100   154,001,034 726,900 SH   SOLE 0 726,900 0 0
ANSYS INC ANSS US Equity 03662Q105   118,983,075 492,500 SH   SOLE 0 492,500 0 0
ASANA INC CL A Equity 04342Y104   137,700 10,000 SH   SOLE 0 10,000 0 0
AURINIA PHARMACEUTICALS INC Equity 05156V102   1,928,880 446,500 SH   SOLE 0 446,500 0 0
BANCO SANTANDER CHILE ADR Equity ADR 05965X109   823,680 52,000 SH   SOLE 0 52,000 0 0
BENTLEY SYSTEMS INC CLASS B Equity 08265T208   2,805,264 75,900 SH   SOLE 0 75,900 0 0
BLACK KNIGHT INC Equity 09215C105   5,141,490 83,263 SH   SOLE 0 83,263 0 0
BLACKROCK INC BLK US Equity 09247X101   10,629,450 15,000 SH   SOLE 0 15,000 0 0
BOX INC CLASS A Equity 10316T104   2,801,700 90,000 SH   SOLE 0 90,000 0 0
BUMBLE INC A Equity 12047B105   210,500 10,000 SH   SOLE 0 10,000 0 0
CBOE GLOBAL MARKETS INC Equity 12503M108   4,214,914 33,593 SH   SOLE 0 33,593 0 0
CME GROUP INC CME US Equity 12572Q105   34,809,120 207,000 SH   SOLE 0 207,000 0 0
CALIX INC Equity 13100M509   16,003,656 233,869 SH   SOLE 0 233,869 0 0
CANO HEALTH INC Equity 13781Y103   260,437 190,100 SH   SOLE 0 190,100 0 0
CLEAR SECURE INC CLASS A Equity 18467V109   1,097,200 40,000 SH   SOLE 0 40,000 0 0
CLOUDFLARE INC CLASS A Equity 18915M107   7,097,970 157,000 SH   SOLE 0 157,000 0 0
COMCAST CORP CLASS A CMCSA US Equity 20030N101   4,257,178 121,738 SH   SOLE 0 121,738 0 0
CORTEVA INC Equity 22052L104   2,375,711 40,417 SH   SOLE 0 40,417 0 0
COSTCO WHOLESALE CORP COST US Equity 22160K105   19,675,150 43,100 SH   SOLE 0 43,100 0 0
COSTAR GROUP INC Equity 22160N109   6,955,200 90,000 SH   SOLE 0 90,000 0 0
CROWDSTRIKE HOLDINGS INC A Equity 22788C105   3,685,150 35,000 SH   SOLE 0 35,000 0 0
DATADOG INC CLASS A Equity 23804L103   3,895,500 53,000 SH   SOLE 0 53,000 0 0
DEVON ENERGY CORP DVN US Equity 25179M103   11,071,800 180,000 SH   SOLE 0 180,000 0 0
DOUBLEVERIFY HOLDINGS INC Equity 25862V105   768,600 35,000 SH   SOLE 0 35,000 0 0
DUPONT DE NEMOURS INC DD US Equity 26614N102   2,785,280 40,584 SH   SOLE 0 40,584 0 0
ENVISTA HOLDINGS CORP Equity 29415F104   6,380,431 189,499 SH   SOLE 0 189,499 0 0
EQUINIX INC EQIX US REIT 29444U700   168,146,856 256,701 SH   SOLE 0 256,701 0 0
EVOQUA WATER TECHNOLOGIES CO Equity 30057T105   3,366,000 85,000 SH   SOLE 0 85,000 0 0
EXPONENT INC Equity 30214U102   396,360 4,000 SH   SOLE 0 4,000 0 0
META PLATFORMS INC CLASS A Equity 30303M102   3,785,535 31,457 SH   SOLE 0 31,457 0 0
FARFETCH LTD CLASS A Equity 30744W107   2,838,000 600,000 SH   SOLE 0 600,000 0 0
FIRST REPUBLIC BANK CA FRC US Equity 33616C100   100,354,109 823,317 SH   SOLE 0 823,317 0 0
FORTIVE CORP FTV US Equity 34959J108   4,490,754 69,895 SH   SOLE 0 69,895 0 0
GXO LOGISTICS INC Equity 36262G101   4,269,000 100,000 SH   SOLE 0 100,000 0 0
HCA HEALTHCARE INC HCA US Equity 40412C101   7,741,110 32,260 SH   SOLE 0 32,260 0 0
HDFC BANK LTD ADR Equity ADR 40415F101   1,743,771 25,490 SH   SOLE 0 25,490 0 0
HEADHUNTER GROUP PLC ADR Equity ADR 42207L106   494,184 240,000 SH   SOLE 0 240,000 0 0
ICICI BANK LTD SPON ADR IBN UN Equity ADR 45104G104   429,044 19,600 SH   SOLE 0 19,600 0 0
INTERCONTINENTAL EXCHANGE IN ICE US Equity 45866F104   5,919,340 57,699 SH   SOLE 0 57,699 0 0
INTUITIVE SURGICAL INC ISRG US Equity 46120E602   241,282,755 909,300 SH   SOLE 0 909,300 0 0
IQVIA HOLDINGS INC IQV US Equity 46266C105   213,664,824 1,042,827 SH   SOLE 0 1,042,827 0 0
JPMORGAN CHASE & CO JPM US Equity 46625H100   3,352,500 25,000 SH   SOLE 0 25,000 0 0
ZIFF DAVIS INC Equity 48123V102   791,000 10,000 SH   SOLE 0 10,000 0 0
LUMENTUM HOLDINGS INC LITE US Equity 55024U109   782,550 15,000 SH   SOLE 0 15,000 0 0
MASTERCARD INC A MA US Equity 57636Q104   31,813,470 91,489 SH   SOLE 0 91,489 0 0
MODERNA INC Equity 60770K107   3,233,160 18,000 SH   SOLE 0 18,000 0 0
NVR INC Equity 62944T105   178,276,217 38,650 SH   SOLE 0 38,650 0 0
NETFLIX INC NFLX US Equity 64110L106   8,256,640 28,000 SH   SOLE 0 28,000 0 0
NEW RELIC INC Equity 64829B100   2,258,000 40,000 SH   SOLE 0 40,000 0 0
NEXTERA ENERGY INC NEE US Equity 65339F101   7,942,000 95,000 SH   SOLE 0 95,000 0 0
NVIDIA CORP NVDA US Equity 67066G104   47,495,500 325,000 SH   SOLE 0 325,000 0 0
OTIS WORLDWIDE CORP Equity 68902V107   7,831,000 100,000 SH   SOLE 0 100,000 0 0
PTC INC Equity 69370C100   162,462,136 1,353,400 SH   SOLE 0 1,353,400 0 0
PAYPAL HOLDINGS INC PYPL US Equity 70450Y103   94,316,646 1,324,300 SH   SOLE 0 1,324,300 0 0
PLANET FITNESS INC CL A Equity 72703H101   7,880,000 100,000 SH   SOLE 0 100,000 0 0
POOL CORP POOL US Equity 73278L105   9,069,900 30,000 SH   SOLE 0 30,000 0 0
RINGCENTRAL INC CLASS A Equity 76680R206   177,000 5,000 SH   SOLE 0 5,000 0 0
S&P GLOBAL INC SPGI US Equity 78409V104   5,580,435 16,661 SH   SOLE 0 16,661 0 0
SPS COMMERCE INC Equity 78463M107   2,697,030 21,000 SH   SOLE 0 21,000 0 0
SVB FINANCIAL GROUP Equity 78486Q101   13,708,059 59,564 SH   SOLE 0 59,564 0 0
SALESFORCE INC CRM US Equity 79466L302   7,690,220 58,000 SH   SOLE 0 58,000 0 0
SEA LTD ADR SE US Equity ADR 81141R100   3,642,100 70,000 SH   SOLE 0 70,000 0 0
SERVICENOW INC NOW US Equity 81762P102   11,842,235 30,500 SH   SOLE 0 30,500 0 0
SHOPIFY INC CLASS A Equity 82509L107   4,903,184 170,000 SH   SOLE 0 170,000 0 0
SONOS INC Equity 83570H108   338,000 20,000 SH   SOLE 0 20,000 0 0
TENABLE HOLDINGS INC Equity 88025T102   1,144,500 30,000 SH   SOLE 0 30,000 0 0
TENARIS SA ADR Equity 88031M109   703,200 20,000 SH   SOLE 0 20,000 0 0
TESLA INC TSLA US Equity 88160R101   4,311,300 35,000 SH   SOLE 0 35,000 0 0
TOPBUILD CORP Equity 89055F103   1,251,920 8,000 SH   SOLE 0 8,000 0 0
TREX COMPANY INC Equity 89531P105   49,983,264 1,180,800 SH   SOLE 0 1,180,800 0 0
TWILIO INC A TWLO US Equity 90138F102   6,848,916 139,888 SH   SOLE 0 139,888 0 0
2U INC Equity 90214J101   2,319,900 370,000 SH   SOLE 0 370,000 0 0
UNITEDHEALTH GROUP INC UNH US Equity 91324P102   46,055,676 86,868 SH   SOLE 0 86,868 0 0
UPSTART HOLDINGS INC Equity 91680M107   2,049,100 155,000 SH   SOLE 0 155,000 0 0
VACCITECH PLC Equity ADR 91864C107   1,434,000 600,000 SH   SOLE 0 600,000 0 0
VERINT SYSTEMS INC Equity 92343X100   1,814,000 50,000 SH   SOLE 0 50,000 0 0
VERRA MOBILITY CORP Equity 92511U102   6,846,403 495,040 SH   SOLE 0 495,040 0 0
VISA INC CLASS A SHARES V US Equity 92826C839   272,539,568 1,311,800 SH   SOLE 0 1,311,800 0 0
WORKIVA INC Equity 98139A105   2,519,100 30,000 SH   SOLE 0 30,000 0 0
YETI HOLDINGS INC Equity 98585X104   1,032,750 25,000 SH   SOLE 0 25,000 0 0
YUM CHINA HOLDINGS INC Equity 98850P109   3,342,546 8,100 SH   SOLE 0 8,100 0 0
ZSCALER INC Equity 98980G102   3,580,800 32,000 SH   SOLE 0 32,000 0 0
DLOCAL LTD Equity G29018101   498,240 32,000 SH   SOLE 0 32,000 0 0
ABCAM PLC SPON ADR Equity 000380204   71,399,627 4,588,665 SH   SOLE 0 4,588,665 0 0
AMBARELLA INC Equity Y2573F102   411,150 5,000 SH   SOLE 0 5,000 0 0
CLARIVATE PLC Equity G85158106   2,662,195 319,208 SH   SOLE 0 319,208 0 0
CREDICORP LTD BAP US Equity G2519Y108   895,356 6,600 SH   SOLE 0 6,600 0 0
CYBERARK SOFTWARE LTD ISRAEL Equity G7945M107   3,241,250 25,000 SH   SOLE 0 25,000 0 0
FERRARI NV RACE IM Equity 134114495   2,822,820 15,000 SH   SOLE 0 15,000 0 0
FLEX LTD FLEX US Equity G29018101   1,287,600 60,000 SH   SOLE 0 60,000 0 0
HORIZON THERAPEUTICS PLC Equity V5633W109   21,126,060 185,642 SH   SOLE 0 185,642 0 0
JAZZ PHARMACEUTICALS PLC JAZZ US Equity G5509L101   1,593,100 10,000 SH   SOLE 0 10,000 0 0
LIVANOVA PLC Equity G11196105   7,478,961 134,659 SH   SOLE 0 134,659 0 0
LUXFER HOLDINGS PLC Equity G2007L105   2,748,116 200,300 SH   SOLE 0 200,300 0 0
QIAGEN NV QIA GR Equity M2682V108   23,101,246 522,778 SH   SOLE 0 522,778 0 0
SPOTIFY TECHNOLOGY SA Equity G5698W116   110,602,713 1,400,921 SH   SOLE 0 1,400,921 0 0
WILLIS TOWERS WATSON PLC Equity N97284958   8,291,996 33,903 SH   SOLE 0 33,903 0 0
YANDEX NV A Equity G2519Y108   1,167,660 450,000 SH   SOLE 0 450,000 0 0