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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 245,771 4,132,000 SH   SOLE   4,132,000 0 0
ACUITY BRANDS INC-W/D COM 00508Y102 34,276 400,000 SH   SOLE   400,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 443,907 2,285,000 SH   SOLE   2,285,000 0 0
ALPHABET INC CL A 02079K305 1,236,653 1,064,300 SH   SOLE   1,064,300 0 0
AMAZON.COM INC. COM 023135106 449,526 231,000 SH   SOLE   231,000 0 0
AMETEK INC COM 031100100 93,266 1,295,000 SH   SOLE   1,295,000 0 0
AMPHENOL CORPORATION CL A 032095101 398,342 5,478,500 SH   SOLE   5,478,500 0 0
ANSYS INC COM 03662Q105 34,809 150,000 SH   SOLE   150,000 0 0
BORG WARNER INC COM 099724106 110,403 4,524,700 SH   SOLE   4,524,700 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 538,894 5,360,000 SH   SOLE   5,360,000 0 0
CINTAS CORPORATION COM 172908105 44,602 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 301,340 1,995,500 SH   SOLE   1,995,500 0 0
ECOLAB COM 278865100 483,894 3,105,468 SH   SOLE   3,105,468 0 0
FIRST REPUBLIC BANK COM 33616C100 91,828 1,116,312 SH   SOLE   1,116,312 0 0
GRACO INC COM 384109104 175,176 3,600,000 SH   SOLE   3,600,000 0 0
HENRY SCHEIN COM 806407102 221,357 4,378,980 SH   SOLE   4,378,980 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 30,621 300,000 SH   SOLE   300,000 0 0
IPG PHOTONICS GROUP COM 44980X109 22,054 200,000 SH   SOLE   200,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 192,531 1,208,300 SH   SOLE   1,208,300 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 100,036 1,450,000 SH   SOLE   1,450,000 0 0
MERCK & CO COM 58933Y105 47,715 620,000 SH   SOLE   620,000 0 0
MICROSOFT CORP COM 594918104 1,712,128 10,861,000 SH   SOLE   10,861,000 0 0
NIKE INC CL B 654106103 278,922 3,367,400 SH   SOLE   3,367,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 455,001 3,023,265 SH   SOLE   3,023,265 0 0
ROSS STORES INC COM 778296103 304,115 3,500,000 SH   SOLE   3,500,000 0 0
SIGNATURE BANK COM 82669G104 211,426 2,630,000 SH   SOLE   2,630,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 254,900 2,104,000 SH   SOLE   2,104,000 0 0
SVB FINANCIAL GROUP COM 78486Q101 133,449 885,000 SH   SOLE   885,000 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 68,971 1,405,000 SH   SOLE   1,405,000 0 0
TEXAS INSTRUMENTS COM 882508104 442,546 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 75,890 268,000 SH   SOLE   268,000 0 0
TJX COS INC COM 872540109 724,191 15,147,265 SH   SOLE   15,147,265 0 0
ULTA BEAUTY INC COM 90384S303 176,323 1,003,605 SH   SOLE   1,003,605 0 0
U.S. BANCORP COM 902973304 122,288 3,549,732 SH   SOLE   3,549,732 0 0
VAREX IMAGING CORPORATION COM 92214X106 33,696 1,495,600 SH   SOLE   1,495,600 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 123,753 1,209,000 SH   SOLE   1,209,000 0 0
VF CORP COM 918204108 227,094 4,200,000 SH   SOLE   4,200,000 0 0
VISA INC A CL A 92826C839 666,860 4,142,500 SH   SOLE   4,142,500 0 0
WABTEC CORP COM 929740108 69,774 1,450,000 SH   SOLE   1,450,000 0 0
WELLS FARGO & CO DEL COM 949746101 164,910 5,750,000 SH   SOLE   5,750,000 0 0