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 | 121,518 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED | 01609W102 | 295,743 | 2,405,000 | SH | SOLE | 2,405,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 2,805,003 | 959,300 | SH | SOLE | 959,300 | 0 | 0 | ||
| AMAZON.COM INC. | COM | 023135106 | 1,482,048 | 439,400 | SH | SOLE | 439,400 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 611,419 | 4,174,365 | SH | SOLE | 4,174,365 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 1,089,936 | 12,528,000 | SH | SOLE | 12,528,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 91,278 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 111,140 | 2,479,700 | SH | SOLE | 2,479,700 | 0 | 0 | ||
| CINTAS CORPORATION | COM | 172908105 | 113,104 | 257,500 | SH | SOLE | 257,500 | 0 | 0 | ||
| DOLLAR GENERAL | COM | 256677105 | 623,393 | 2,643,400 | SH | SOLE | 2,643,400 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 639,811 | 2,734,000 | SH | SOLE | 2,734,000 | 0 | 0 | ||
| FIRST REPUBLIC BANK | COM | 33616C100 | 893,820 | 4,321,312 | SH | SOLE | 4,321,312 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 321,080 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 443,772 | 1,208,300 | SH | SOLE | 1,208,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 156,578 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| MERCK & CO | COM | 58933Y105 | 209,049 | 2,710,000 | SH | SOLE | 2,710,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,257,811 | 9,601,000 | SH | SOLE | 9,601,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 648,588 | 3,872,400 | SH | SOLE | 3,872,400 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 34,057 | 129,995 | SH | SOLE | 129,995 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 954,942 | 2,753,265 | SH | SOLE | 2,753,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 441,928 | 3,867,400 | SH | SOLE | 3,867,400 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 242,506 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 831,220 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | SHS | L8681T102 | 567,582 | 2,385,600 | SH | SOLE | 2,385,600 | 0 | 0 | ||
| SVB FINANCIAL GROUP | COM | 78486Q101 | 914,475 | 1,346,500 | SH | SOLE | 1,346,500 | 0 | 0 | ||
| TENCENT HOLDINGS LTD | SPONSORED | 88032Q109 | 171,947 | 2,905,000 | SH | SOLE | 2,905,000 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 838,587 | 4,429,000 | SH | SOLE | 4,429,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 962,906 | 1,447,000 | SH | SOLE | 1,447,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 1,256,613 | 16,637,265 | SH | SOLE | 16,637,265 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 489,219 | 1,208,605 | SH | SOLE | 1,208,605 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 40,211 | 1,265,296 | SH | SOLE | 1,265,296 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 353,190 | 4,825,000 | SH | SOLE | 4,825,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 889,454 | 4,082,500 | SH | SOLE | 4,082,500 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 89,476 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||