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
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 40,808,302 272,255 SH   SOLE   40,808,302 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 131,814,322 1,096,169 SH   SOLE   131,814,322 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 85,326,442 949,443 SH   SOLE   85,326,442 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 180,094,515 1,504,549 SH   SOLE   180,094,515 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 8,850,207 72,170 SH   SOLE   8,850,207 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 39,173,100 510,000 SH   SOLE   39,173,100 0 0
APPLE INC COM 037833100 BBG001S5N8V8 7,189,692 37,066 SH   SOLE   7,189,692 0 0
ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 11,837,700 630,000 SH   SOLE   11,837,700 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   1,309,000 550,000 SH   SOLE   1,309,000 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 47,648,110 19,110 SH   SOLE   47,648,110 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 BBG00G6D6HB3 2,845,267 1,683,590 SH   SOLE   2,845,267 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 25,982,541 569,250 SH   SOLE   25,982,541 0 0
BLACKSTONE INC COM 09260D107   31,144,950 335,000 SH   SOLE   31,144,950 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PP0 14,774,400 540,000 SH   SOLE   14,774,400 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BPHNYT8 6,698,556 205,000 SH   SOLE   6,698,556 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG01BPHP4W8 21,907,350 650,000 SH   SOLE   21,907,350 0 0
CARLYLE GROUP INC COM 14316J108   44,730,000 1,400,000 SH   SOLE   44,730,000 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 60,686,659 605,474 SH   SOLE   60,686,659 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 14,628,595 224,090 SH   SOLE   14,628,595 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 42,788,786 555,410 SH   SOLE   42,788,786 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 54,740,878 1,317,470 SH   SOLE   54,740,878 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   6,784,775 557,500 SH   SOLE   6,784,775 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 7,909,410 69,460 SH   SOLE   7,909,410 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 4,685,850 405,000 SH   SOLE   4,685,850 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 9,426,453 142,890 SH   SOLE   9,426,453 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 183,982,727 936,871 SH   SOLE   183,982,727 0 0
ETSY INC COM 29786A106 BBG001T53625 43,829,672 518,020 SH   SOLE   43,829,672 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 BBG012F6M198 5,113,433 302,570 SH   SOLE   5,113,433 0 0
FUNKO INC COM CL A 361008105 BBG00HXSHDR8 7,411,700 685,000 SH   SOLE   7,411,700 0 0
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 9,526,996 111,898 SH   SOLE   9,526,996 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107 BBG012VBTY54 6,610,899 584,518 SH   SOLE   6,610,899 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 8,552,165 508,150 SH   SOLE   8,552,165 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 105,020,813 209,109 SH   SOLE   105,020,813 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 21,248,863 187,910 SH   SOLE   21,248,863 0 0
INTUIT COM 461202103 BBG001S6TWR2 149,164,213 325,551 SH   SOLE   149,164,213 0 0
KEYCORP COM 493267108 BBG001S5SKV6 15,029,230 1,626,540 SH   SOLE   15,029,230 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 49,392,000 882,000 SH   SOLE   49,392,000 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 91,797,605 242,530 SH   SOLE   91,797,605 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 20,638,218 166,760 SH   SOLE   20,638,218 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C32 5,171,375 27,500 SH   SOLE   5,171,375 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 334,415,388 982,015 SH   SOLE   334,415,388 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 20,054,226 234,827 SH   SOLE   20,054,226 0 0
N-ABLE INC COMMON STOCK 62878D100 BBG00YJKWXF6 6,700,650 465,000 SH   SOLE   6,700,650 0 0
NASDAQ INC COM 631103108 BBG001SKTBJ6 15,333,860 307,600 SH   SOLE   15,333,860 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 34,076,381 798,790 SH   SOLE   34,076,381 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG001S9LPW3 31,466,297 391,080 SH   SOLE   31,466,297 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 BBG00Y29RQ42 0 125,000 SH   SOLE   0 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 54,366,226 649,925 SH   SOLE   54,366,226 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 63,940,686 958,200 SH   SOLE   63,940,686 0 0
PEPSICO INC COM 713448108 BBG001S695T1 38,653,562 208,690 SH   SOLE   38,653,562 0 0
QUIDELORTHO CORP COM 219798105 BBG017TGV7N1 42,655,168 514,786 SH   SOLE   42,655,168 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 55,027,798 490,750 SH   SOLE   55,027,798 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG101 9,137,400 485,000 SH   SOLE   9,137,400 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 63,911,531 645,180 SH   SOLE   63,911,531 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 106,628,040 349,497 SH   SOLE   106,628,040 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 4,247,250 105,000 SH   SOLE   4,247,250 0 0
SYROS PHARMACEUTICALS INC COM NEW 87184Q206   173,250 55,000 SH   SOLE   173,250 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 20,387,742 146,780 SH   SOLE   20,387,742 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 150,327,404 1,489,570 SH   SOLE   150,327,404 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 14,436,605 59,648 SH   SOLE   14,436,605 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   15,138,900 810,000 SH   SOLE   15,138,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 120,085,501 249,845 SH   SOLE   120,085,501 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 47,601,815 330,270 SH   SOLE   47,601,815 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 14,145,740 79,000 SH   SOLE   14,145,740 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WG3 4,515,400 535,000 SH   SOLE   4,515,400 0 0