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 181,378 2,242,000 SH   SOLE   2,242,000 0 0
ACUITY BRANDS INC-W/D COM 00508Y102 40,940 400,000 SH   SOLE   400,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 671,447 2,285,000 SH   SOLE   2,285,000 0 0
ALPHABET INC CL A 02079K305 1,535,372 1,048,300 SH   SOLE   1,048,300 0 0
AMAZON.COM INC. COM 023135106 758,285 241,000 SH   SOLE   241,000 0 0
AMETEK INC COM 031100100 302,941 3,048,000 SH   SOLE   3,048,000 0 0
AMPHENOL CORPORATION CL A 032095101 668,174 6,176,500 SH   SOLE   6,176,500 0 0
ANSYS INC COM 03662Q105 49,050 150,000 SH   SOLE   150,000 0 0
BORG WARNER INC COM 099724106 160,676 4,149,700 SH   SOLE   4,149,700 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 540,433 4,492,000 SH   SOLE   4,492,000 0 0
CINTAS CORPORATION COM 172908105 85,706 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 401,393 1,915,500 SH   SOLE   1,915,500 0 0
ECOLAB COM 278865100 625,390 3,134,000 SH   SOLE   3,134,000 0 0
FIRST REPUBLIC BANK COM 33616C100 179,001 1,641,312 SH   SOLE   1,641,312 0 0
GRACO INC COM 384109104 220,752 3,600,000 SH   SOLE   3,600,000 0 0
HENRY SCHEIN COM 806407102 50,675 863,000 SH   SOLE   863,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 36,726 300,000 SH   SOLE   300,000 0 0
IPG PHOTONICS GROUP COM 44980X109 33,944 200,000 SH   SOLE   200,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 263,530 1,208,300 SH   SOLE   1,208,300 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 133,444 1,450,000 SH   SOLE   1,450,000 0 0
MERCK & CO COM 58933Y105 175,164 2,115,000 SH   SOLE   2,115,000 0 0
MICROSOFT CORP COM 594918104 2,282,005 10,861,000 SH   SOLE   10,861,000 0 0
NIKE INC CL B 654106103 422,710 3,367,400 SH   SOLE   3,367,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 645,077 2,923,265 SH   SOLE   2,923,265 0 0
ROSS STORES INC COM 778296103 373,280 4,000,000 SH   SOLE   4,000,000 0 0
SIGNATURE BANK COM 82669G104 214,037 2,580,000 SH   SOLE   2,580,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 554,029 2,285,600 SH   SOLE   2,285,600 0 0
SVB FINANCIAL GROUP COM 78486Q101 285,330 1,186,500 SH   SOLE   1,186,500 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 95,076 1,405,000 SH   SOLE   1,405,000 0 0
TEXAS INSTRUMENTS COM 882508104 632,018 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 118,188 268,000 SH   SOLE   268,000 0 0
TJX COS INC COM 872540109 918,134 16,507,265 SH   SOLE   16,507,265 0 0
ULTA BEAUTY INC COM 90384S303 288,300 1,288,605 SH   SOLE   1,288,605 0 0
U.S. BANCORP COM 902973304 127,116 3,549,732 SH   SOLE   3,549,732 0 0
VAREX IMAGING CORPORATION COM 92214X106 18,186 1,495,600 SH   SOLE   1,495,600 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 207,851 1,209,000 SH   SOLE   1,209,000 0 0
VF CORP COM 918204108 294,966 4,200,000 SH   SOLE   4,200,000 0 0
VISA INC A CL A 92826C839 826,843 4,142,500 SH   SOLE   4,142,500 0 0
WABTEC CORP COM 929740108 89,639 1,450,000 SH   SOLE   1,450,000 0 0
WELLS FARGO & CO DEL COM 949746101 52,852 2,250,000 SH   SOLE   2,250,000 0 0