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
1LIFE HEALTHCARE INC COM 68269G107 69,947 1,602,450 SH   SOLE   1,602,450 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 62,430 239,002 SH   SOLE   239,002 0 0
ACTIVISION BLIZZARD INC COM 00507V109 66,072 711,600 SH   SOLE   711,600 0 0
ALLEGION PLC ORD SHS G0176J109 59,631 512,386 SH   SOLE   512,386 0 0
ALPHABET INC CAP STK CL A 02079K305 57,350 32,722 SH   SOLE   32,722 0 0
AMAZON COM INC COM 023135106 57,651 17,701 SH   SOLE   17,701 0 0
AMERICAN ELEC PWR CO INC COM 025537101 45,872 550,887 SH   SOLE   550,887 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 55,147 359,333 SH   SOLE   359,333 0 0
AMPHENOL CORP NEW CL A 032095101 60,060 459,278 SH   SOLE   459,278 0 0
ANALOG DEVICES INC COM 032654105 54,306 367,600 SH   SOLE   367,600 0 0
APPLIED MATLS INC COM 038222105 69,810 808,921 SH   SOLE   808,921 0 0
ASPEN TECHNOLOGY INC COM 045327103 61,228 470,077 SH   SOLE   470,077 0 0
ATMOS ENERGY CORP COM 049560105 54,320 569,217 SH   SOLE   569,217 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 45,005 451,763 SH   SOLE   451,763 0 0
AUTOZONE INC COM 053332102 56,671 47,806 SH   SOLE   47,806 0 0
BAXTER INTL INC COM 071813109 56,291 701,536 SH   SOLE   701,536 0 0
BIO RAD LABS INC CL A 090572207 55,762 95,657 SH   SOLE   95,657 0 0
BOOKING HOLDINGS INC COM 09857L108 68,431 30,724 SH   SOLE   30,724 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 65,048 476,786 SH   SOLE   476,786 0 0
CAMPBELL SOUP CO COM 134429109 55,554 1,149,000 SH   SOLE   1,149,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 59,520 89,971 SH   SOLE   89,971 0 0
CINTAS CORP COM 172908105 56,873 160,903 SH   SOLE   160,903 0 0
COGNEX CORP COM 192422103 61,875 770,686 SH   SOLE   770,686 0 0
COPA HOLDINGS SA CL A P31076105 52,719 682,629 SH   SOLE   682,629 0 0
COPART INC COM 217204106 59,489 467,500 SH   SOLE   467,500 0 0
CSX CORP COM 126408103 57,501 633,621 SH   SOLE   633,621 0 0
DANAHER CORPORATION COM 235851102 44,384 199,801 SH   SOLE   199,801 0 0
DROPBOX INC CL A 26210C104 64,266 2,896,153 SH   SOLE   2,896,153 0 0
EAGLE MATLS INC COM 26969P108 50,099 494,321 SH   SOLE   494,321 0 0
ECOLAB INC COM 278865100 59,216 273,691 SH   SOLE   273,691 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 54,291 595,100 SH   SOLE   595,100 0 0
ELASTIC N V ORD SHS N14506104 72,876 498,705 SH   SOLE   498,705 0 0
ELECTRONIC ARTS INC COM 285512109 64,908 452,003 SH   SOLE   452,003 0 0
EXPEDIA GROUP INC COM NEW 30212P303 67,489 509,737 SH   SOLE   509,737 0 0
EXPONENT INC COM 30214U102 65,911 732,100 SH   SOLE   732,100 0 0
FACEBOOK INC CL A 30303M102 56,200 205,742 SH   SOLE   205,742 0 0
FAIR ISAAC CORP COM 303250104 66,391 129,914 SH   SOLE   129,914 0 0
FASTENAL CO COM 311900104 57,788 1,183,449 SH   SOLE   1,183,449 0 0
FORTIVE CORP COM 34959J108 56,725 800,978 SH   SOLE   800,978 0 0
GUARDANT HEALTH INC COM 40131M109 60,620 470,358 SH   SOLE   470,358 0 0
HENRY SCHEIN INC COM 806407102 59,119 884,224 SH   SOLE   884,224 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 59,944 538,770 SH   SOLE   538,770 0 0
HOME DEPOT INC COM 437076102 52,844 198,947 SH   SOLE   198,947 0 0
HUMANA INC COM 444859102 55,488 135,247 SH   SOLE   135,247 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 36,587 214,613 SH   SOLE   214,613 0 0
IDEXX LABS INC COM 45168D104 51,357 102,740 SH   SOLE   102,740 0 0
ILLUMINA INC COM 452327109 55,907 151,100 SH   SOLE   151,100 0 0
INGEVITY CORP COM 45688C107 61,983 818,477 SH   SOLE   818,477 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 62,689 543,749 SH   SOLE   543,749 0 0
IPG PHOTONICS CORP COM 44980X109 61,944 276,794 SH   SOLE   276,794 0 0
IQVIA HLDGS INC COM 46266C105 60,930 340,067 SH   SOLE   340,067 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 60,366 295,723 SH   SOLE   295,723 0 0
LAM RESEARCH CORP COM 512807108 65,391 138,462 SH   SOLE   138,462 0 0
LEAR CORP COM NEW 521865204 65,375 411,085 SH   SOLE   411,085 0 0
LENNOX INTL INC COM 526107107 53,178 194,100 SH   SOLE   194,100 0 0
LINDE PLC SHS G5494J103 59,639 226,327 SH   SOLE   226,327 0 0
MARKETAXESS HLDGS INC COM 57060D108 59,167 103,700 SH   SOLE   103,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 69,337 525,600 SH   SOLE   525,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 62,612 175,413 SH   SOLE   175,413 0 0
MCDONALDS CORP COM 580135101 45,526 212,164 SH   SOLE   212,164 0 0
MERCADOLIBRE INC COM 58733R102 63,874 38,129 SH   SOLE   38,129 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 56,558 49,626 SH   SOLE   49,626 0 0
MICROSOFT CORP COM 594918104 48,615 218,572 SH   SOLE   218,572 0 0
MIDDLEBY CORP COM 596278101 61,542 477,367 SH   SOLE   477,367 0 0
MONDELEZ INTL INC CL A 609207105 56,639 968,686 SH   SOLE   968,686 0 0
MSCI INC COM 55354G100 64,836 145,200 SH   SOLE   145,200 0 0
NASDAQ INC COM 631103108 57,266 431,412 SH   SOLE   431,412 0 0
NETEASE INC SPONSORED ADS 64110W102 354 3,700 SH   SOLE   3,700 0 0
NORFOLK SOUTHN CORP COM 655844108 47,974 201,901 SH   SOLE   201,901 0 0
ONE GAS INC COM 68235P108 56,367 734,237 SH   SOLE   734,237 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 46,156 101,987 SH   SOLE   101,987 0 0
OWENS CORNING NEW COM 690742101 50,704 669,276 SH   SOLE   669,276 0 0
PAYPAL HLDGS INC COM 70450Y103 57,298 244,656 SH   SOLE   244,656 0 0
PENUMBRA INC COM 70975L107 44,532 254,470 SH   SOLE   254,470 0 0
PINDUODUO INC SPONSORED ADS 722304102 69,576 391,600 SH   SOLE   391,600 0 0
PPG INDS INC COM 693506107 47,162 327,013 SH   SOLE   327,013 0 0
PROCTER AND GAMBLE CO COM 742718109 54,526 391,879 SH   SOLE   391,879 0 0
REPLIGEN CORP COM 759916109 55,632 290,310 SH   SOLE   290,310 0 0
REPUBLIC SVCS INC COM 760759100 55,633 577,704 SH   SOLE   577,704 0 0
RESMED INC COM 761152107 46,911 220,693 SH   SOLE   220,693 0 0
ROBERT HALF INTL INC COM 770323103 51,519 824,564 SH   SOLE   824,564 0 0
ROCKWELL AUTOMATION INC COM 773903109 56,549 225,466 SH   SOLE   225,466 0 0
ROPER TECHNOLOGIES INC COM 776696106 59,975 139,124 SH   SOLE   139,124 0 0
S&P GLOBAL INC COM 78409V104 44,574 135,595 SH   SOLE   135,595 0 0
SALESFORCE COM INC COM 79466L302 52,828 237,398 SH   SOLE   237,398 0 0
SERVICE CORP INTL COM 817565104 54,337 1,106,655 SH   SOLE   1,106,655 0 0
SERVICENOW INC COM 81762P102 51,287 93,177 SH   SOLE   93,177 0 0
SNAP INC CL A 83304A106 65,067 1,299,515 SH   SOLE   1,299,515 0 0
SOUTHWEST AIRLS CO COM 844741108 52,390 1,124,000 SH   SOLE   1,124,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 57,246 181,931 SH   SOLE   181,931 0 0
SQUARE INC CL A 852234103 57,957 266,299 SH   SOLE   266,299 0 0
STRYKER CORPORATION COM 863667101 61,124 249,445 SH   SOLE   249,445 0 0
SYNOPSYS INC COM 871607107 63,334 244,306 SH   SOLE   244,306 0 0
SYSCO CORP COM 871829107 51,148 688,765 SH   SOLE   688,765 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58,646 282,236 SH   SOLE   282,236 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 52,704 550,837 SH   SOLE   550,837 0 0
TELADOC HEALTH INC COM 87918A105 48,102 240,558 SH   SOLE   240,558 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 44,393 95,309 SH   SOLE   95,309 0 0
THOR INDS INC COM 885160101 57,622 619,661 SH   SOLE   619,661 0 0
TOPBUILD CORP COM 89055F103 62,477 339,400 SH   SOLE   339,400 0 0
THE TRADE DESK INC COM CL A 88339J105 55,492 69,279 SH   SOLE   69,279 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,450 141,013 SH   SOLE   141,013 0 0
VEEVA SYS INC CL A COM 922475108 46,555 171,000 SH   SOLE   171,000 0 0
VERISK ANALYTICS INC COM 92345Y106 59,452 286,393 SH   SOLE   286,393 0 0
VISA INC COM CL A 92826C839 60,583 276,978 SH   SOLE   276,978 0 0
WABTEC COM 929740108 49,408 674,971 SH   SOLE   674,971 0 0
WASTE MGMT INC DEL COM 94106L109 55,158 467,721 SH   SOLE   467,721 0 0
WEX INC COM 96208T104 63,150 310,273 SH   SOLE   310,273 0 0
WORKDAY INC CL A 98138H101 61,628 257,202 SH   SOLE   257,202 0 0
XILINX INC COM 983919101 51,597 363,947 SH   SOLE   363,947 0 0
YUM BRANDS INC COM 988498101 58,823 541,850 SH   SOLE   541,850 0 0
ZENDESK INC COM 98936J101 65,739 459,331 SH   SOLE   459,331 0 0
ZILLOW GROUP INC CL A 98954M101 72,674 534,600 SH   SOLE   534,600 0 0
ZOETIS INC CL A 98978V103 56,087 338,897 SH   SOLE   338,897 0 0