The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 139,284 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED | 01609W102 | 356,012 | 2,405,000 | SH | SOLE | 2,405,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 2,615,460 | 979,100 | SH | SOLE | 979,100 | 0 | 0 | ||
| AMAZON.COM INC. | COM | 023135106 | 1,467,412 | 446,800 | SH | SOLE | 446,800 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 517,580 | 4,174,365 | SH | SOLE | 4,174,365 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 917,300 | 12,528,000 | SH | SOLE | 12,528,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 76,534 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 128,723 | 2,979,700 | SH | SOLE | 2,979,700 | 0 | 0 | ||
| CINTAS CORPORATION | COM | 172908105 | 97,961 | 257,500 | SH | SOLE | 257,500 | 0 | 0 | ||
| DOLLAR GENERAL | COM | 256677105 | 560,665 | 2,643,400 | SH | SOLE | 2,643,400 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 653,690 | 3,134,000 | SH | SOLE | 3,134,000 | 0 | 0 | ||
| FIRST REPUBLIC BANK | COM | 33616C100 | 734,707 | 3,811,312 | SH | SOLE | 3,811,312 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 251,892 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 31,680 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 362,297 | 1,208,300 | SH | SOLE | 1,208,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 186,746 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| MERCK & CO | COM | 58933Y105 | 203,521 | 2,710,000 | SH | SOLE | 2,710,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,800,280 | 9,941,000 | SH | SOLE | 9,941,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 562,389 | 3,872,400 | SH | SOLE | 3,872,400 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 34,261 | 129,995 | SH | SOLE | 129,995 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 809,377 | 2,753,265 | SH | SOLE | 2,753,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 451,403 | 4,147,400 | SH | SOLE | 4,147,400 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 257,564 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 707,928 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | SHS | L8681T102 | 537,189 | 2,385,600 | SH | SOLE | 2,385,600 | 0 | 0 | ||
| SVB FINANCIAL GROUP | COM | 78486Q101 | 837,811 | 1,296,500 | SH | SOLE | 1,296,500 | 0 | 0 | ||
| TENCENT HOLDINGS LTD | SPONSORED | 88032Q109 | 173,487 | 2,905,000 | SH | SOLE | 2,905,000 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 850,988 | 4,429,000 | SH | SOLE | 4,429,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 826,237 | 1,447,000 | SH | SOLE | 1,447,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 1,097,061 | 16,637,265 | SH | SOLE | 16,637,265 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 435,823 | 1,208,605 | SH | SOLE | 1,208,605 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 35,276 | 1,265,296 | SH | SOLE | 1,265,296 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 323,227 | 4,825,000 | SH | SOLE | 4,825,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 908,928 | 4,082,500 | SH | SOLE | 4,082,500 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 124,976 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||