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

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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 144,252 1,800,000 SH   SOLE   1,800,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 261,712 2,405,000 SH   SOLE   2,405,000 0 0
ALPHABET INC CL A 02079K305 2,681,487 964,300 SH   SOLE   964,300 0 0
AMAZON.COM INC. COM 023135106 1,432,198 439,400 SH   SOLE   439,400 0 0
AMETEK INC COM 031100100 615,688 4,624,365 SH   SOLE   4,624,365 0 0
AMPHENOL CORPORATION CL A 032095101 1,021,972 13,563,000 SH   SOLE   13,563,000 0 0
BATH & BODY WORKS INC COM 070830104 143,340 3,000,000 SH   SOLE   3,000,000 0 0
BORG WARNER INC COM 099724106 57,560 1,479,700 SH   SOLE   1,479,700 0 0
CINTAS CORPORATION COM 172908105 109,535 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 588,447 2,643,400 SH   SOLE   2,643,400 0 0
ECOLAB COM 278865100 482,770 2,734,000 SH   SOLE   2,734,000 0 0
FIRST REPUBLIC BANK COM 33616C100 773,754 4,773,312 SH   SOLE   4,773,312 0 0
GRACO INC COM 384109104 306,592 4,400,000 SH   SOLE   4,400,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 454,362 1,668,300 SH   SOLE   1,668,300 0 0
MICROSOFT CORP COM 594918104 2,931,689 9,516,000 SH   SOLE   9,516,000 0 0
NIKE INC CL B 654106103 570,942 4,242,400 SH   SOLE   4,242,400 0 0
RESMED INC COM 761152107 135,821 559,995 SH   SOLE   559,995 0 0
ROCKWELL AUTOMATION INC COM 773903109 771,024 2,753,265 SH   SOLE   2,753,265 0 0
ROSS STORES INC COM 778296103 187,483 2,073,700 SH   SOLE   2,073,700 0 0
SALESFORCE COM INC COM 79466L302 201,742 950,000 SH   SOLE   950,000 0 0
SIGNATURE BANK COM 82669G104 771,879 2,630,000 SH   SOLE   2,630,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 390,115 2,585,600 SH   SOLE   2,585,600 0 0
SVB FINANCIAL GROUP COM 78486Q101 995,523 1,779,500 SH   SOLE   1,779,500 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 134,705 2,905,000 SH   SOLE   2,905,000 0 0
TEXAS INSTRUMENTS COM 882508104 811,703 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 855,495 1,447,000 SH   SOLE   1,447,000 0 0
TJX COS INC COM 872540109 1,007,886 16,637,265 SH   SOLE   16,637,265 0 0
ULTA BEAUTY INC COM 90384S303 481,291 1,208,605 SH   SOLE   1,208,605 0 0
VAREX IMAGING CORPORATION COM 92214X106 26,609 1,265,296 SH   SOLE   1,265,296 0 0
VF CORP COM 918204108 265,413 4,668,653 SH   SOLE   4,668,653 0 0
VISA INC A CL A 92826C839 907,581 4,082,500 SH   SOLE   4,082,500 0 0