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
ACTIVISION BLIZZARD INC COM 00507V109 214,864 2,832,000 SH   SOLE   2,832,000 0 0
ACUITY BRANDS INC-W/D COM 00508Y102 38,284 400,000 SH   SOLE   400,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 492,920 2,285,000 SH   SOLE   2,285,000 0 0
ALPHABET INC CL A 02079K305 1,486,395 1,048,300 SH   SOLE   1,048,300 0 0
AMAZON.COM INC. COM 023135106 664,208 241,000 SH   SOLE   241,000 0 0
AMETEK INC COM 031100100 177,548 1,988,000 SH   SOLE   1,988,000 0 0
AMPHENOL CORPORATION CL A 032095101 572,011 5,976,500 SH   SOLE   5,976,500 0 0
ANSYS INC COM 03662Q105 43,760 150,000 SH   SOLE   150,000 0 0
BORG WARNER INC COM 099724106 159,722 4,524,700 SH   SOLE   4,524,700 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 516,664 4,812,000 SH   SOLE   4,812,000 0 0
CINTAS CORPORATION COM 172908105 68,521 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 364,903 1,915,500 SH   SOLE   1,915,500 0 0
ECOLAB COM 278865100 622,977 3,134,000 SH   SOLE   3,134,000 0 0
FIRST REPUBLIC BANK COM 33616C100 173,848 1,641,312 SH   SOLE   1,641,312 0 0
GRACO INC COM 384109104 172,764 3,600,000 SH   SOLE   3,600,000 0 0
HENRY SCHEIN COM 806407102 213,319 3,653,980 SH   SOLE   3,653,980 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 36,687 300,000 SH   SOLE   300,000 0 0
IPG PHOTONICS GROUP COM 44980X109 32,072 200,000 SH   SOLE   200,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 227,922 1,208,300 SH   SOLE   1,208,300 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 122,134 1,450,000 SH   SOLE   1,450,000 0 0
MERCK & CO COM 58933Y105 113,244 1,465,000 SH   SOLE   1,465,000 0 0
MICROSOFT CORP COM 594918104 2,209,779 10,861,000 SH   SOLE   10,861,000 0 0
NIKE INC CL B 654106103 330,073 3,367,400 SH   SOLE   3,367,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 622,480 2,923,265 SH   SOLE   2,923,265 0 0
ROSS STORES INC COM 778296103 298,165 3,500,000 SH   SOLE   3,500,000 0 0
SIGNATURE BANK COM 82669G104 281,068 2,630,000 SH   SOLE   2,630,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 543,211 2,104,000 SH   SOLE   2,104,000 0 0
SVB FINANCIAL GROUP COM 78486Q101 212,620 986,500 SH   SOLE   986,500 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 89,920 1,405,000 SH   SOLE   1,405,000 0 0
TEXAS INSTRUMENTS COM 882508104 562,129 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 96,992 268,000 SH   SOLE   268,000 0 0
TJX COS INC COM 872540109 765,694 15,147,265 SH   SOLE   15,147,265 0 0
ULTA BEAUTY INC COM 90384S303 203,973 1,003,605 SH   SOLE   1,003,605 0 0
U.S. BANCORP COM 902973304 130,666 3,549,732 SH   SOLE   3,549,732 0 0
VAREX IMAGING CORPORATION COM 92214X106 21,836 1,495,600 SH   SOLE   1,495,600 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 148,127 1,209,000 SH   SOLE   1,209,000 0 0
VF CORP COM 918204108 255,864 4,200,000 SH   SOLE   4,200,000 0 0
VISA INC A CL A 92826C839 799,088 4,142,500 SH   SOLE   4,142,500 0 0
WABTEC CORP COM 929740108 83,476 1,450,000 SH   SOLE   1,450,000 0 0
WELLS FARGO & CO DEL COM 949746101 134,242 5,250,000 SH   SOLE   5,250,000 0 0