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
AMAZON COM INC COM 023135106 334,777 102,789 SH   SOLE   0 0 102,789
THERMO FISHER SCIENTIFIC INC COM 883556102 238,720 512,517 SH   SOLE   0 0 512,517
VISA INC COM CL A 92826C839 230,338 1,053,070 SH   SOLE   0 0 1,053,070
PROCTER AND GAMBLE CO COM 742718109 222,320 1,597,813 SH   SOLE   0 0 1,597,813
MICROSOFT CORP COM 594918104 214,435 964,100 SH   SOLE   0 0 964,100
NEXTERA ENERGY INC COM 65339F101 206,863 2,681,304 SH   SOLE   0 0 2,681,304
TEXAS INSTRS INC COM 882508104 205,347 1,251,127 SH   SOLE   0 0 1,251,127
FACEBOOK INC CL A 30303M102 203,249 744,064 SH   SOLE   0 0 744,064
DANAHER CORPORATION COM 235851102 199,493 898,051 SH   SOLE   0 0 898,051
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 198,724 1,822,483 SH   SOLE   0 0 1,822,483
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 198,399 759,539 SH   SOLE   0 0 759,539
PAYPAL HLDGS INC COM 70450Y103 190,311 812,600 SH   SOLE   0 0 812,600
ADOBE SYSTEMS INCORPORATED COM 00724F101 185,680 371,270 SH   SOLE   0 0 371,270
SERVICENOW INC COM 81762P102 183,018 332,500 SH   SOLE   0 0 332,500
ORACLE CORP COM 68389X105 165,499 2,558,347 SH   SOLE   0 0 2,558,347
WALMART INC COM 931142103 162,475 1,127,122 SH   SOLE   0 0 1,127,122
APPLE INC COM 037833100 160,520 1,209,736 SH   SOLE   0 0 1,209,736
HOME DEPOT INC COM 437076102 160,165 602,987 SH   SOLE   0 0 602,987
UNITEDHEALTH GROUP INC COM 91324P102 155,843 444,403 SH   SOLE   0 0 444,403
JOHNSON & JOHNSON COM 478160104 150,980 959,336 SH   SOLE   0 0 959,336
EDWARDS LIFESCIENCES CORP COM 28176E108 150,634 1,651,141 SH   SOLE   0 0 1,651,141
ABBVIE INC COM 00287Y109 139,770 1,304,431 SH   SOLE   0 0 1,304,431
PEPSICO INC COM 713448108 138,525 934,084 SH   SOLE   0 0 934,084
TARGET CORP COM 87612E106 137,111 776,700 SH   SOLE   0 0 776,700
EQUINIX INC COM 29444U700 127,745 178,869 SH   SOLE   0 0 178,869
AMGEN INC COM 031162100 126,153 548,680 SH   SOLE   0 0 548,680
ALPHABET INC CAP STK CL A 02079K305 124,904 71,266 SH   SOLE   0 0 71,266
COSTCO WHSL CORP NEW COM 22160K105 112,198 297,780 SH   SOLE   0 0 297,780
MERCK & CO. INC COM 58933Y105 106,384 1,300,539 SH   SOLE   0 0 1,300,539
S&P GLOBAL INC COM 78409V104 106,114 322,800 SH   SOLE   0 0 322,800
VERIZON COMMUNICATIONS INC COM 92343V104 102,696 1,748,018 SH   SOLE   0 0 1,748,018
ANTHEM INC COM 036752103 100,877 314,169 SH   SOLE   0 0 314,169
GILEAD SCIENCES INC COM 375558103 96,322 1,653,314 SH   SOLE   0 0 1,653,314
INTERNATIONAL BUSINESS MACHS COM 459200101 90,162 716,250 SH   SOLE   0 0 716,250
LILLY ELI & CO COM 532457108 89,879 532,332 SH   SOLE   0 0 532,332
INTEL CORP COM 458140100 89,313 1,792,719 SH   SOLE   0 0 1,792,719
MORGAN STANLEY COM NEW 617446448 89,111 1,300,322 SH   SOLE   0 0 1,300,322
BIOGEN INC COM 09062X103 84,299 344,276 SH   SOLE   0 0 344,276
GOLDMAN SACHS GROUP INC COM 38141G104 83,415 316,314 SH   SOLE   0 0 316,314
APPLIED MATLS INC COM 038222105 79,590 922,249 SH   SOLE   0 0 922,249
CISCO SYS INC COM 17275R102 78,021 1,743,476 SH   SOLE   0 0 1,743,476
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 70,226 856,943 SH   SOLE   0 0 856,943
UNITED PARCEL SERVICE INC CL B 911312106 69,886 415,000 SH   SOLE   0 0 415,000
DOLLAR GEN CORP NEW COM 256677105 68,786 327,085 SH   SOLE   0 0 327,085
HUMANA INC COM 444859102 67,942 165,603 SH   SOLE   0 0 165,603
LOWES COS INC COM 548661107 67,299 419,283 SH   SOLE   0 0 419,283
COLGATE PALMOLIVE CO COM 194162103 67,203 785,912 SH   SOLE   0 0 785,912
QUALCOMM INC COM 747525103 66,495 436,490 SH   SOLE   0 0 436,490
BEST BUY INC COM 086516101 65,253 653,903 SH   SOLE   0 0 653,903
MASTERCARD INCORPORATED CL A 57636Q104 65,108 182,405 SH   SOLE   0 0 182,405
CVS HEALTH CORP COM 126650100 59,752 874,846 SH   SOLE   0 0 874,846
ABBOTT LABS COM 002824100 56,103 512,400 SH   SOLE   0 0 512,400
FASTENAL CO COM 311900104 54,546 1,117,055 SH   SOLE   0 0 1,117,055
SQUARE INC CL A 852234103 54,047 248,331 SH   SOLE   0 0 248,331
BROADCOM INC COM 11135F101 51,053 116,600 SH   SOLE   0 0 116,600
HCA HEALTHCARE INC COM 40412C101 49,960 303,784 SH   SOLE   0 0 303,784
CARRIER GLOBAL CORPORATION COM 14448C104 49,262 1,306,000 SH   SOLE   0 0 1,306,000
PHILIP MORRIS INTL INC COM 718172109 48,704 588,280 SH   SOLE   0 0 588,280
BRISTOL-MYERS SQUIBB CO COM 110122108 48,672 784,657 SH   SOLE   0 0 784,657
ACTIVISION BLIZZARD INC COM 00507V109 48,195 519,062 SH   SOLE   0 0 519,062
VEEVA SYS INC CL A COM 922475108 47,247 173,543 SH   SOLE   0 0 173,543
NIKE INC CL B 654106103 46,393 327,934 SH   SOLE   0 0 327,934
CADENCE DESIGN SYSTEM INC COM 127387108 44,383 325,319 SH   SOLE   0 0 325,319
CLOROX CO DEL COM 189054109 43,304 214,463 SH   SOLE   0 0 214,463
FARFETCH LTD ORD SH CL A 30744W107 43,033 674,395 SH   SOLE   0 0 674,395
IDEXX LABS INC COM 45168D104 42,770 85,563 SH   SOLE   0 0 85,563
ALEXION PHARMACEUTICALS INC COM 015351109 41,779 267,400 SH   SOLE   0 0 267,400
OREILLY AUTOMOTIVE INC COM 67103H107 40,741 90,021 SH   SOLE   0 0 90,021
ALTRIA GROUP INC COM 02209S103 39,897 973,100 SH   SOLE   0 0 973,100
GUARDANT HEALTH INC COM 40131M109 39,692 307,978 SH   SOLE   0 0 307,978
TWILIO INC CL A 90138F102 39,647 117,127 SH   SOLE   0 0 117,127
FORTINET INC COM 34959E109 39,320 264,731 SH   SOLE   0 0 264,731
OKTA INC CL A 679295105 39,205 154,193 SH   SOLE   0 0 154,193
INTUIT COM 461202103 39,045 102,790 SH   SOLE   0 0 102,790
KROGER CO COM 501044101 38,984 1,227,457 SH   SOLE   0 0 1,227,457
ROBERT HALF INTL INC COM 770323103 38,323 613,372 SH   SOLE   0 0 613,372
METTLER TOLEDO INTERNATIONAL COM 592688105 38,102 33,432 SH   SOLE   0 0 33,432
CUMMINS INC COM 231021106 38,005 167,348 SH   SOLE   0 0 167,348
METLIFE INC COM 59156R108 37,417 796,952 SH   SOLE   0 0 796,952
LAUDER ESTEE COS INC CL A 518439104 36,178 135,911 SH   SOLE   0 0 135,911
KIMBERLY-CLARK CORP COM 494368103 35,444 262,881 SH   SOLE   0 0 262,881
PROGRESSIVE CORP COM 743315103 34,820 352,143 SH   SOLE   0 0 352,143
MCKESSON CORP COM 58155Q103 33,944 195,172 SH   SOLE   0 0 195,172
WEST PHARMACEUTICAL SVSC INC COM 955306105 33,657 118,800 SH   SOLE   0 0 118,800
ROLLINS INC COM 775711104 33,475 856,784 SH   SOLE   0 0 856,784
GRAINGER W W INC COM 384802104 33,470 81,967 SH   SOLE   0 0 81,967
TRACTOR SUPPLY CO COM 892356106 33,407 237,636 SH   SOLE   0 0 237,636
SYNOPSYS INC COM 871607107 33,304 128,466 SH   SOLE   0 0 128,466
DOMINOS PIZZA INC COM 25754A201 33,058 86,210 SH   SOLE   0 0 86,210
DATADOG INC CL A COM 23804L103 32,241 327,516 SH   SOLE   0 0 327,516
CHURCH & DWIGHT INC COM 171340102 32,170 368,799 SH   SOLE   0 0 368,799
NVIDIA CORPORATION COM 67066G104 31,870 61,030 SH   SOLE   0 0 61,030
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 31,646 363,000 SH   SOLE   0 0 363,000
BILL COM HLDGS INC COM 090043100 31,122 228,001 SH   SOLE   0 0 228,001
HP INC COM 40434L105 31,085 1,264,115 SH   SOLE   0 0 1,264,115
GENERAL MLS INC COM 370334104 29,934 509,090 SH   SOLE   0 0 509,090
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 29,448 87,300 SH   SOLE   0 0 87,300
LOCKHEED MARTIN CORP COM 539830109 29,163 82,153 SH   SOLE   0 0 82,153
HERSHEY CO COM 427866108 28,739 188,663 SH   SOLE   0 0 188,663
SLACK TECHNOLOGIES INC COM CL A 83088V102 26,051 616,742 SH   SOLE   0 0 616,742
RESMED INC COM 761152107 26,042 122,515 SH   SOLE   0 0 122,515
DOCUSIGN INC COM 256163106 25,785 115,990 SH   SOLE   0 0 115,990
LULULEMON ATHLETICA INC COM 550021109 25,687 73,808 SH   SOLE   0 0 73,808
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 24,559 63,900 SH   SOLE   0 0 63,900
AUTOZONE INC COM 053332102 24,418 20,598 SH   SOLE   0 0 20,598
ANSYS INC COM 03662Q105 24,383 67,023 SH   SOLE   0 0 67,023
AMERICAN WTR WKS CO INC NEW COM 030420103 24,128 157,218 SH   SOLE   0 0 157,218
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 24,056 256,271 SH   SOLE   0 0 256,271
WASTE MGMT INC DEL COM 94106L109 24,008 203,576 SH   SOLE   0 0 203,576
TENABLE HLDGS INC COM 88025T102 23,555 450,732 SH   SOLE   0 0 450,732
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 23,402 141,790 SH   SOLE   0 0 141,790
NEWMONT CORP COM 651639106 23,393 390,600 SH   SOLE   0 0 390,600
KLA CORP COM NEW 482480100 23,370 90,263 SH   SOLE   0 0 90,263
EBAY INC. COM 278642103 22,793 453,600 SH   SOLE   0 0 453,600
UNIVERSAL HLTH SVCS INC CL B 913903100 22,750 165,458 SH   SOLE   0 0 165,458
MONDELEZ INTL INC CL A 609207105 22,408 383,242 SH   SOLE   0 0 383,242
QUEST DIAGNOSTICS INC COM 74834L100 22,395 187,925 SH   SOLE   0 0 187,925
MONSTER BEVERAGE CORP NEW COM 61174X109 22,067 238,612 SH   SOLE   0 0 238,612
MOLINA HEALTHCARE INC COM 60855R100 21,842 102,700 SH   SOLE   0 0 102,700
ILLINOIS TOOL WKS INC COM 452308109 21,665 106,263 SH   SOLE   0 0 106,263
ELECTRONIC ARTS INC COM 285512109 21,339 148,601 SH   SOLE   0 0 148,601
NETAPP INC COM 64110D104 20,949 316,263 SH   SOLE   0 0 316,263
OTIS WORLDWIDE CORP COM 68902V107 20,927 309,800 SH   SOLE   0 0 309,800
CITRIX SYS INC COM 177376100 20,692 159,046 SH   SOLE   0 0 159,046
ARROW ELECTRS INC COM 042735100 20,131 206,900 SH   SOLE   0 0 206,900
VERTEX PHARMACEUTICALS INC COM 92532F100 19,994 84,600 SH   SOLE   0 0 84,600
DAVITA INC COM 23918K108 19,413 165,356 SH   SOLE   0 0 165,356
CBRE GROUP INC CL A 12504L109 19,136 305,100 SH   SOLE   0 0 305,100
F5 NETWORKS INC COM 315616102 18,871 107,257 SH   SOLE   0 0 107,257
TERADYNE INC COM 880770102 18,799 156,800 SH   SOLE   0 0 156,800
ADVANCED MICRO DEVICES INC COM 007903107 18,241 198,900 SH   SOLE   0 0 198,900
PAYCHEX INC COM 704326107 18,229 195,637 SH   SOLE   0 0 195,637
SEAGATE TECHNOLOGY PLC SHS G7945M107 17,802 286,389 SH   SOLE   0 0 286,389
FOX CORP CL A COM 35137L105 17,216 591,200 SH   SOLE   0 0 591,200
CHECK POINT SOFTWARE TECH LT ORD M22465104 17,176 129,229 SH   SOLE   0 0 129,229
HENRY SCHEIN INC COM 806407102 17,029 254,697 SH   SOLE   0 0 254,697
WAYFAIR INC CL A 94419L101 16,845 74,600 SH   SOLE   0 0 74,600
LENNAR CORP CL A 526057104 16,489 216,300 SH   SOLE   0 0 216,300
SMUCKER J M CO COM NEW 832696405 16,034 138,700 SH   SOLE   0 0 138,700
SALESFORCE COM INC COM 79466L302 15,525 69,764 SH   SOLE   0 0 69,764
PULTE GROUP INC COM 745867101 15,503 359,521 SH   SOLE   0 0 359,521
REPUBLIC SVCS INC COM 760759100 15,458 160,521 SH   SOLE   0 0 160,521
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,348 23,200 SH   SOLE   0 0 23,200
BOOKING HOLDINGS INC COM 09857L108 15,105 6,782 SH   SOLE   0 0 6,782
SNAP ON INC COM 833034101 15,064 88,024 SH   SOLE   0 0 88,024
VISTRA CORP COM 92840M102 14,428 733,900 SH   SOLE   0 0 733,900
MASCO CORP COM 574599106 14,377 261,731 SH   SOLE   0 0 261,731
LAM RESEARCH CORP COM 512807108 14,310 30,300 SH   SOLE   0 0 30,300
EQUIFAX INC COM 294429105 14,047 72,842 SH   SOLE   0 0 72,842
MOHAWK INDS INC COM 608190104 13,982 99,200 SH   SOLE   0 0 99,200
STEEL DYNAMICS INC COM 858119100 13,694 371,409 SH   SOLE   0 0 371,409
NUCOR CORP COM 670346105 13,641 256,452 SH   SOLE   0 0 256,452
NASDAQ INC COM 631103108 13,580 102,302 SH   SOLE   0 0 102,302
VERISK ANALYTICS INC COM 92345Y106 13,195 63,562 SH   SOLE   0 0 63,562
DISCOVERY INC COM SER A 25470F104 13,119 436,000 SH   SOLE   0 0 436,000
BLACKROCK INC COM 09247X101 12,771 17,700 SH   SOLE   0 0 17,700
ROPER TECHNOLOGIES INC COM 776696106 12,745 29,564 SH   SOLE   0 0 29,564
SKYWORKS SOLUTIONS INC COM 83088M102 12,700 83,071 SH   SOLE   0 0 83,071
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 12,658 450,300 SH   SOLE   0 0 450,300
BAXTER INTL INC COM 071813109 12,517 156,000 SH   SOLE   0 0 156,000
MCCORMICK & CO INC COM NON VTG 579780206 12,246 128,094 SH   SOLE   0 0 128,094
LKQ CORP COM 501889208 11,950 339,100 SH   SOLE   0 0 339,100
EXPEDITORS INTL WASH INC COM 302130109 11,612 122,091 SH   SOLE   0 0 122,091
LENNOX INTL INC COM 526107107 11,556 42,180 SH   SOLE   0 0 42,180
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,416 67,127 SH   SOLE   0 0 67,127
NUTANIX INC CL A 67059N108 11,038 346,341 SH   SOLE   0 0 346,341
MONGODB INC CL A 60937P106 11,003 30,647 SH   SOLE   0 0 30,647
MAXIM INTEGRATED PRODS INC COM 57772K101 10,770 121,489 SH   SOLE   0 0 121,489
3M CO COM 88579Y101 10,688 61,145 SH   SOLE   0 0 61,145
IHS MARKIT LTD SHS G47567105 10,648 118,535 SH   SOLE   0 0 118,535
JONES LANG LASALLE INC COM 48020Q107 10,329 69,618 SH   SOLE   0 0 69,618
HOLOGIC INC COM 436440101 10,246 140,682 SH   SOLE   0 0 140,682
TRIMBLE INC COM 896239100 9,860 147,664 SH   SOLE   0 0 147,664
HORMEL FOODS CORP COM 440452100 9,497 203,749 SH   SOLE   0 0 203,749
HENRY JACK & ASSOC INC COM 426281101 9,267 57,207 SH   SOLE   0 0 57,207
UNITED RENTALS INC COM 911363109 8,766 37,800 SH   SOLE   0 0 37,800
SYNCHRONY FINANCIAL COM 87165B103 8,591 247,500 SH   SOLE   0 0 247,500
CDW CORP COM 12514G108 8,474 64,300 SH   SOLE   0 0 64,300
REGENERON PHARMACEUTICALS COM 75886F107 8,261 17,100 SH   SOLE   0 0 17,100
AVERY DENNISON CORP COM 053611109 7,973 51,400 SH   SOLE   0 0 51,400
BORGWARNER INC COM 099724106 7,794 201,700 SH   SOLE   0 0 201,700
ZOETIS INC CL A 98978V103 7,626 46,081 SH   SOLE   0 0 46,081
COMCAST CORP NEW CL A 20030N101 7,472 142,601 SH   SOLE   0 0 142,601
ARISTA NETWORKS INC COM 040413106 7,462 25,680 SH   SOLE   0 0 25,680
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,252 34,900 SH   SOLE   0 0 34,900
GARMIN LTD SHS H2906T109 7,234 60,453 SH   SOLE   0 0 60,453
GODADDY INC CL A 380237107 7,110 85,719 SH   SOLE   0 0 85,719
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 7,033 785,761 SH   SOLE   0 0 785,761
IDEX CORP COM 45167R104 6,805 34,161 SH   SOLE   0 0 34,161
FORTIVE CORP COM 34959J108 6,472 91,391 SH   SOLE   0 0 91,391
AGILENT TECHNOLOGIES INC COM 00846U101 6,468 54,584 SH   SOLE   0 0 54,584
FAIR ISAAC CORP COM 303250104 6,337 12,400 SH   SOLE   0 0 12,400
MASIMO CORP COM 574795100 6,307 23,500 SH   SOLE   0 0 23,500
STRYKER CORPORATION COM 863667101 6,206 25,327 SH   SOLE   0 0 25,327
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,102 71,183 SH   SOLE   0 0 71,183
TRANSUNION COM 89400J107 5,922 59,681 SH   SOLE   0 0 59,681
XILINX INC COM 983919101 5,841 41,200 SH   SOLE   0 0 41,200
JFROG LTD ORD SHS M6191J100 5,727 91,155 SH   SOLE   0 0 91,155
QORVO INC COM 74736K101 5,720 34,400 SH   SOLE   0 0 34,400
JUNIPER NETWORKS INC COM 48203R104 5,531 245,723 SH   SOLE   0 0 245,723
SEALED AIR CORP NEW COM 81211K100 5,504 120,200 SH   SOLE   0 0 120,200
KELLOGG CO COM 487836108 5,449 87,557 SH   SOLE   0 0 87,557
AKAMAI TECHNOLOGIES INC COM 00971T101 5,333 50,800 SH   SOLE   0 0 50,800
BLACK KNIGHT INC COM 09215C105 5,310 60,100 SH   SOLE   0 0 60,100
NVR INC COM 62944T105 4,871 1,194 SH   SOLE   0 0 1,194
PACKAGING CORP AMER COM 695156109 4,841 35,100 SH   SOLE   0 0 35,100
GENERAC HLDGS INC COM 368736104 4,821 21,200 SH   SOLE   0 0 21,200
THE REALREAL INC COM 88339P101 4,718 241,444 SH   SOLE   0 0 241,444
CAMPBELL SOUP CO COM 134429109 4,637 95,900 SH   SOLE   0 0 95,900
SHERWIN WILLIAMS CO COM 824348106 4,630 6,300 SH   SOLE   0 0 6,300
ENPHASE ENERGY INC COM 29355A107 4,597 26,200 SH   SOLE   0 0 26,200
D R HORTON INC COM 23331A109 4,390 63,700 SH   SOLE   0 0 63,700
CINTAS CORP COM 172908105 4,374 12,374 SH   SOLE   0 0 12,374
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,368 28,512 SH   SOLE   0 0 28,512
ALLEGION PLC ORD SHS G0176J109 4,257 36,579 SH   SOLE   0 0 36,579
INTERNATIONAL PAPER CO COM 460146103 4,216 84,800 SH   SOLE   0 0 84,800
IQVIA HLDGS INC COM 46266C105 4,056 22,640 SH   SOLE   0 0 22,640
BROWN FORMAN CORP CL B 115637209 3,985 50,172 SH   SOLE   0 0 50,172
EPAM SYS INC COM 29414B104 3,906 10,900 SH   SOLE   0 0 10,900
VERACYTE INC COM 92337F107 3,524 72,004 SH   SOLE   0 0 72,004
EMERSON ELEC CO COM 291011104 3,456 42,997 SH   SOLE   0 0 42,997
PALO ALTO NETWORKS INC COM 697435105 3,225 9,075 SH   SOLE   0 0 9,075
AMETEK INC COM 031100100 3,141 25,972 SH   SOLE   0 0 25,972
BALL CORP COM 058498106 3,056 32,800 SH   SOLE   0 0 32,800
VMWARE INC CL A COM 928563402 2,730 19,466 SH   SOLE   0 0 19,466
AMPHENOL CORP NEW CL A 032095101 2,262 17,300 SH   SOLE   0 0 17,300
GARTNER INC COM 366651107 2,175 13,578 SH   SOLE   0 0 13,578
CERNER CORP COM 156782104 2,158 27,495 SH   SOLE   0 0 27,495
NIELSEN HLDGS PLC SHS EUR G6518L108 2,058 98,597 SH   SOLE   0 0 98,597
RITCHIE BROS AUCTIONEERS COM 767744105 2,031 29,200 SH   SOLE   0 0 29,200
GENUINE PARTS CO COM 372460105 1,898 18,900 SH   SOLE   0 0 18,900
CROWN HLDGS INC COM 228368106 1,844 18,400 SH   SOLE   0 0 18,400
PARKER-HANNIFIN CORP COM 701094104 1,798 6,600 SH   SOLE   0 0 6,600
AMERISOURCEBERGEN CORP COM 03073E105 1,721 17,600 SH   SOLE   0 0 17,600
DXC TECHNOLOGY CO COM 23355L106 1,437 55,800 SH   SOLE   0 0 55,800
VONTIER CORPORATION COM 928881101 1,221 36,556 SH   SOLE   0 0 36,556
AVANTOR INC COM 05352A100 1,013 36,000 SH   SOLE   0 0 36,000
DICERNA PHARMACEUTICALS INC COM 253031108 801 36,374 SH   SOLE   0 0 36,374