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
Brookfield Asset Management Reinsurance Partners CL A EXCH LT VTG G16169107 3,700 10,877,989 SH   SOLE   10,877,989 0 0
Stantec Inc Cad Common Subscription Receipt 85472N109 753,300 111,333,479 SH   SOLE   111,333,479 0 0
TFI INTERNATIONAL SHARES (TFII) COM 87241L109 964,700 92,152,893 SH   SOLE   92,152,893 0 0
WASTE CONNECTIONS INC COM 94106B101 344,800 260,526,895 SH   SOLE   260,526,895 0 0
LINDE SHARES (LIN) SHS G5494J103 979,200 508,331,931 SH   SOLE   508,331,931 0 0
FERGUSON PLC SHS G3421J106 812,500 219,245,254 SH   SOLE   219,245,254 0 0
3M Co COM 88579Y101 497,300 571,100,000 SH   SOLE   571,100,000 0 0
ABBOTT LABORATORIES COM 002824100 872,500 1,768,286,969 SH   SOLE   1,768,286,969 0 0
AC Immune SA (ACIU.O) SHS H00263105 217,800 79,752,654 SH   SOLE   79,752,654 0 0
ACCENTURE PLC-CL A Class A G1151C101 746,100 658,332,779 SH   SOLE   658,332,779 0 0
ADOBE INC COM 00724F101 907,200 471,700,000 SH   SOLE   471,700,000 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 547,600 221,717,387 SH   SOLE   221,717,387 0 0
Alphabet Inc-Cl C CAP STK CL C 02079K107 8,102,000 315,639,479 SH   SOLE   315,639,479 0 0
AMERICAN TOWER CORP COM 03027X100 351,000 455,413,697 SH   SOLE   455,413,697 0 0
Amphenol Corp-Cl A Class A 032095101 577,200 598,939,773 SH   SOLE   598,939,773 0 0
AUTONATION INC COM 05329W102 373,900 65,538,144 SH   SOLE   65,538,144 0 0
ANALOG DEVICES INC SHARES COM 032654105 914,000 525,766,309 SH   SOLE   525,766,309 0 0
Ansys Inc COM 03662Q105 320,800 87,252,950 SH   SOLE   87,252,950 0 0
Aon Plc SHS CL A G0403H108 661,200 220,332,406 SH   SOLE   220,332,406 0 0
Applied Materials Inc COM 038222105 1,574,200 887,992,427 SH   SOLE   887,992,427 0 0
AURORA INNOVATION INC CLASS A COM 051774107 112,600 642,869,548 SH   SOLE   642,869,548 0 0
AVANTOR INC COM 05352A100 707,900 609,452,726 SH   SOLE   609,452,726 0 0
BANK OF AMERICA CORP COM 060505104 889,800 8,077,831,463 SH   SOLE   8,077,831,463 0 0
BioNTech SE Sponsored American Depositary Shares ADR 09075V102 204,100 242,516,955 SH   SOLE   242,516,955 0 0
BANK NEW YORK MELLON CORP COM 064058100 952,500 804,145,000 SH   SOLE   804,145,000 0 0
BLACK KNIGHT INC COM 09215C105 530,400 155,310,115 SH   SOLE   155,310,115 0 0
BLACKROCK INC COM 09247X101 860,600 151,917,177 SH   SOLE   151,917,177 0 0
BOOKING HOLDINGS INC COM 09857L108 1,151,600 41,063,485 SH   SOLE   41,063,485 0 0
Builders Firstsource Inc Shares (BLDR) COM 12008R107 668,500 191,501,088 SH   SOLE   191,501,088 0 0
Carlisle Companies Inc COM 142339100 992,400 52,284,570 SH   SOLE   52,284,570 0 0
CATERPILLAR INC COM 149123101 760,800 540,941,600 SH   SOLE   540,941,600 0 0
Catalent Inc COM 148806102 1,139,400 179,128,114 SH   SOLE   179,128,114 0 0
CERNER CORP COM 156782104 1,523,000 292,210,827 SH   SOLE   292,210,827 0 0
CF INDS HLDGS INC COM 125269100 481,300 214,475,440 SH   SOLE   214,475,440 0 0
CHART INDUSTRIES INC SHS (GTLS.O) COM 16115Q308 382,700 36,383,919 SH   SOLE   36,383,919 0 0
Chemed Corp COM 16359R103 952,200 15,395,049 SH   SOLE   15,395,049 0 0
CHUBB LTD COM H1467J104 811,900 430,741,280 SH   SOLE   430,741,280 0 0
CIGNA SHARES (CI) COM 125523100 1,010,300 329,641,000 SH   SOLE   329,641,000 0 0
CLOROX COMPANY COM 189054109 313,800 123,057,857 SH   SOLE   123,057,857 0 0
Costco Wholesale Corp COM 22160K105 522,200 443,432,486 SH   SOLE   443,432,486 0 0
CHARLES RIV LABS INTL INC COM 159864107 979,600 50,464,399 SH   SOLE   50,464,399 0 0
CROWN HOLDINGS INC COM 228368106 862,800 127,867,833 SH   SOLE   127,867,833 0 0
Danaher Corp COM 235851102 855,400 715,000,000 SH   SOLE   715,000,000 0 0
DECKERS OUTDOOR CORP COM 243537107 439,500 27,241,283 SH   SOLE   27,241,283 0 0
DIAMONDBACK ENERGY INC COM 25278X109 690,200 181,174,549 SH   SOLE   181,174,549 0 0
EAGLE MATERIALS INC SHARES (EXP) COM 26969P108 1,065,300 39,505,356 SH   SOLE   39,505,356 0 0
EATON CORP SHARES (ETN) COM G29183103 1,278,800 398,600,000 SH   SOLE   398,600,000 0 0
Equifax Inc COM 294429105 761,200 122,001,519 SH   SOLE   122,001,519 0 0
Estee Lauder Companies-Cl A Class A 518439104 296,100 232,424,491 SH   SOLE   232,424,491 0 0
General Motors Co COM 37045V100 867,700 1,453,021,337 SH   SOLE   1,453,021,337 0 0
GENERAC HLDGS INC COM 368736104 844,600 63,089,973 SH   SOLE   63,089,973 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,071,100 334,792,980 SH   SOLE   334,792,980 0 0
Home Depot Inc COM 437076102 332,000 1,044,239,177 SH   SOLE   1,044,239,177 0 0
ICON PLC ADR G4705A100 1,238,800 81,397,821 SH   SOLE   81,397,821 0 0
Illumina Inc. COM 452327109 760,800 156,300,000 SH   SOLE   156,300,000 0 0
INTERCONTINENTAL EXCHANGE SHS (ICE) COM 45866F104 930,000 561,852,310 SH   SOLE   561,852,310 0 0
IQVIA HLDGS INC COM 46266C105 677,100 191,039,501 SH   SOLE   191,039,501 0 0
JPMORGAN CHASE & CO COM 46625H100 348,300 2,955,266,061 SH   SOLE   2,955,266,061 0 0
LITHIA MTRS INC Class A 536797103 1,912,300 30,279,561 SH   SOLE   30,279,561 0 0
Lennox Intl Inc COM 526107107 648,700 36,634,072 SH   SOLE   36,634,072 0 0
LGI HOMES INC COM 50187T106 278,000 24,273,191 SH   SOLE   24,273,191 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,257,600 253,588,453 SH   SOLE   253,588,453 0 0
Lowe'S Cos Inc COM 548661107 723,700 673,747,189 SH   SOLE   673,747,189 0 0
Mastercard Shares A Class A 57636Q104 718,600 972,000,000 SH   SOLE   972,000,000 0 0
MICROSOFT CORP COM 594918104 7,668,000 7,496,866,428 SH   SOLE   7,496,866,428 0 0
MCCORMICK & CO INC COM NON VTG 579780206 695,500 249,742,929 SH   SOLE   249,742,929 0 0
Mks Instruments Inc COM 55306N104 418,000 55,458,911 SH   SOLE   55,458,911 0 0
MOLINA HEALTHCARE INC COM 60855R100 827,000 58,000,000 SH   SOLE   58,000,000 0 0
Moody'S Corp COM 615369105 312,400 185,900,000 SH   SOLE   185,900,000 0 0
NASDAQ INC COM 631103108 1,008,000 167,222,005 SH   SOLE   167,222,005 0 0
Nike Inc -Cl B COM 654106103 733,300 1,276,288,021 SH   SOLE   1,276,288,021 0 0
Nvr Inc COM 62944T105 827,200 3,447,441 SH   SOLE   3,447,441 0 0
ON SEMICONDUCTOR CORP COM 682189105 950,800 430,833,656 SH   SOLE   430,833,656 0 0
OTIS WORLDWIDE CORP COM 68902V107 348,200 424,962,356 SH   SOLE   424,962,356 0 0
Palo Alto Networks Inc (MGMF) COM 697435105 334,000 98,666,401 SH   SOLE   98,666,401 0 0
PAYPAL HOLDINGS INC COM 70450Y103 3,168,100 1,165,004,913 SH   SOLE   1,165,004,913 0 0
Pepsico Inc COM 713448108 416,900 1,383,451,400 SH   SOLE   1,383,451,400 0 0
PFIZER INC COM 717081103 2,279,300 5,612,866,598 SH   SOLE   5,612,866,598 0 0
PINTEREST INC- CLASS A Class A 72352L106 668,800 569,515,700 SH   SOLE   569,515,700 0 0
POWER INTEGRATIONS INC COM 739276103 483,000 59,158,747 SH   SOLE   59,158,747 0 0
PROCTER & GAMBLE CO/THE COM 742718109 687,000 2,397,065,706 SH   SOLE   2,397,065,706 0 0
QUALCOMM INC COM 747525103 1,170,300 1,127,000,000 SH   SOLE   1,127,000,000 0 0
QUANTA SERVICES INC SHARES (PWR) COM 74762E102 665,000 142,499,280 SH   SOLE   142,499,280 0 0
RH COM 74967X103 1,189,700 21,468,715 SH   SOLE   21,468,715 0 0
S&P Global Inc COM 78409V104 792,800 241,100,000 SH   SOLE   241,100,000 0 0
SERVICENOW INC COM 81762P102 1,038,500 200,000,000 SH   SOLE   200,000,000 0 0
Sherwin-Williams Co/The COM 824348106 154,900 262,196,196 SH   SOLE   262,196,196 0 0
Steris Plc SHS USD G8473T100 390,400 100,127,204 SH   SOLE   100,127,204 0 0
STEEL DYNAMICS INC COM 858119100 1,576,500 198,451,226 SH   SOLE   198,451,226 0 0
Synopsys Inc COM 871607107 368,500 153,438,336 SH   SOLE   153,438,336 0 0
Taiwan Semiconductor Adr ADR 874039100 2,264,700 5,186,076,092 SH   SOLE   5,186,076,092 0 0
Teledyne Technologies Inc COM 879360105 279,600 46,655,176 SH   SOLE   46,655,176 0 0
TERADYNE INC (TER) COM 880770102 457,800 163,004,340 SH   SOLE   163,004,340 0 0
Texas Instruments Inc COM 882508104 791,500 923,547,062 SH   SOLE   923,547,062 0 0
Thermo Fisher Scientific Inc COM 883556102 1,868,200 394,048,087 SH   SOLE   394,048,087 0 0
TOLL BROTHERS INC SHARES (TOL) COM 889478103 1,505,700 119,542,768 SH   SOLE   119,542,768 0 0
Tractor Supply Company COM 892356106 954,400 113,814,924 SH   SOLE   113,814,924 0 0
Travelers Cos Inc/The COM 89417E109 643,800 241,200,000 SH   SOLE   241,200,000 0 0
TRIMBLE INC SHARES (TRMB.O) COM 896239100 313,800 251,008,389 SH   SOLE   251,008,389 0 0
TW US Class A 892672106 200,200 105,129,747 SH   SOLE   105,129,747 0 0
Twitter Inc COM 90184L102 1,555,900 799,609,869 SH   SOLE   799,609,869 0 0
TYLER TECHNOLOGIES INC COM 902252105 753,100 40,976,329 SH   SOLE   40,976,329 0 0
UBER TECHNOLOGIES INC COM 90353T100 587,000 1,940,118,248 SH   SOLE   1,940,118,248 0 0
UNITED RENTALS INC COM 911363109 332,200 72,421,902 SH   SOLE   72,421,902 0 0
Unitedhealth Group Inc COM 91324P102 4,619,600 941,851,250 SH   SOLE   941,851,250 0 0
Verisk Analytics Inc Class A 92345Y106 384,700 161,161,375 SH   SOLE   161,161,375 0 0
Visa Inc-Class A Shares Class A 92826C839 736,800 1,658,423,632 SH   SOLE   1,658,423,632 0 0
Watsco Inc COM 942622200 688,300 33,025,976 SH   SOLE   33,025,976 0 0
Workday Inc-Class A Class A 98138H101 655,600 193,000,000 SH   SOLE   193,000,000 0 0
DIGITAL TURBINE - APPS/SWAP COM 25400W102 296,200 96,961,158 SH   SOLE   96,961,158 0 0
VERMILION ENERGY - VET CN/SWAP COM 923725105 636,000 162,260,989 SH   SOLE   162,260,989 0 0