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 49,255 1,489,867 SH   SOLE   1,489,867 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 74,110 251,398 SH   SOLE   251,398 0 0
ACTIVISION BLIZZARD INC COM 00507V109 73,396 769,026 SH   SOLE   769,026 0 0
ALASKA AIR GROUP INC COM 011659109 55,178 914,900 SH   SOLE   914,900 0 0
ALPHABET INC CAP STK CL A 02079K305 75,276 30,828 SH   SOLE   30,828 0 0
AMAZON COM INC COM 023135106 74,153 21,555 SH   SOLE   21,555 0 0
AMERICAN ELEC PWR CO INC COM 025537101 63,850 754,819 SH   SOLE   754,819 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 69,789 452,790 SH   SOLE   452,790 0 0
AMPHENOL CORP NEW CL A 032095101 72,382 1,058,059 SH   SOLE   1,058,059 0 0
ANALOG DEVICES INC COM 032654105 68,814 399,711 SH   SOLE   399,711 0 0
APPLIED MATLS INC COM 038222105 77,191 542,069 SH   SOLE   542,069 0 0
ATMOS ENERGY CORP COM 049560105 68,769 715,523 SH   SOLE   715,523 0 0
AUTOZONE INC COM 053332102 74,941 50,221 SH   SOLE   50,221 0 0
BAXTER INTL INC COM 071813109 68,649 852,783 SH   SOLE   852,783 0 0
BED BATH & BEYOND INC COM 075896100 69,636 2,091,800 SH   SOLE   2,091,800 0 0
BIO RAD LABS INC CL A 090572207 76,342 118,490 SH   SOLE   118,490 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 64,387 1,353,231 SH   SOLE   1,353,231 0 0
BOOKING HOLDINGS INC COM 09857L108 67,426 30,815 SH   SOLE   30,815 0 0
BURLINGTON STORES INC COM 122017106 73,006 226,735 SH   SOLE   226,735 0 0
CAMPBELL SOUP CO COM 134429109 67,959 1,490,654 SH   SOLE   1,490,654 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 64,362 1,125,400 SH   SOLE   1,125,400 0 0
CATERPILLAR INC COM 149123101 68,626 315,334 SH   SOLE   315,334 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 76,823 106,484 SH   SOLE   106,484 0 0
COGNEX CORP COM 192422103 74,384 884,999 SH   SOLE   884,999 0 0
COPA HOLDINGS SA CL A P31076105 56,931 755,752 SH   SOLE   755,752 0 0
CSX CORP COM 126408103 69,431 2,164,302 SH   SOLE   2,164,302 0 0
CUMMINS INC COM 231021106 68,780 282,104 SH   SOLE   282,104 0 0
DANA INC COM 235825205 54,805 2,306,600 SH   SOLE   2,306,600 0 0
DANAHER CORPORATION COM 235851102 65,742 244,977 SH   SOLE   244,977 0 0
DELL TECHNOLOGIES INC CL C 24703L202 71,382 716,180 SH   SOLE   716,180 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 67,319 1,556,149 SH   SOLE   1,556,149 0 0
DONALDSON INC COM 257651109 62,561 984,750 SH   SOLE   984,750 0 0
DROPBOX INC CL A 26210C104 79,795 2,632,622 SH   SOLE   2,632,622 0 0
EAGLE MATLS INC COM 26969P108 52,759 371,257 SH   SOLE   371,257 0 0
EAST WEST BANCORP INC COM 27579R104 58,936 822,100 SH   SOLE   822,100 0 0
ECOLAB INC COM 278865100 67,941 329,861 SH   SOLE   329,861 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 69,736 673,319 SH   SOLE   673,319 0 0
ELASTIC N V ORD SHS N14506104 66,246 454,485 SH   SOLE   454,485 0 0
ELECTRONIC ARTS INC COM 285512109 73,437 510,580 SH   SOLE   510,580 0 0
EXPEDIA GROUP INC COM NEW 30212P303 68,872 420,697 SH   SOLE   420,697 0 0
EXPONENT INC COM 30214U102 59,441 666,303 SH   SOLE   666,303 0 0
FACEBOOK INC CL A 30303M102 79,917 229,837 SH   SOLE   229,837 0 0
FAIR ISAAC CORP COM 303250104 70,098 139,448 SH   SOLE   139,448 0 0
FASTENAL CO COM 311900104 72,542 1,395,031 SH   SOLE   1,395,031 0 0
FEDEX CORP COM 31428X106 73,085 244,981 SH   SOLE   244,981 0 0
FIRST FINL BANKSHARES INC COM 32020R109 59,703 1,215,203 SH   SOLE   1,215,203 0 0
FORTIVE CORP COM 34959J108 69,755 1,000,219 SH   SOLE   1,000,219 0 0
GUARDANT HEALTH INC COM 40131M109 54,447 438,420 SH   SOLE   438,420 0 0
HENRY SCHEIN INC COM 806407102 70,743 953,533 SH   SOLE   953,533 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 69,839 578,998 SH   SOLE   578,998 0 0
HOME DEPOT INC COM 437076102 72,358 226,906 SH   SOLE   226,906 0 0
HUMANA INC COM 444859102 73,880 166,878 SH   SOLE   166,878 0 0
IDEXX LABS INC COM 45168D104 821 1,300 SH   SOLE   1,300 0 0
ILLUMINA INC COM 452327109 70,797 149,611 SH   SOLE   149,611 0 0
INGEVITY CORP COM 45688C107 62,821 772,132 SH   SOLE   772,132 0 0
IPG PHOTONICS CORP COM 44980X109 70,350 333,775 SH   SOLE   333,775 0 0
IQVIA HLDGS INC COM 46266C105 77,418 319,486 SH   SOLE   319,486 0 0
KOHLS CORP COM 500255104 62,026 1,125,500 SH   SOLE   1,125,500 0 0
LAM RESEARCH CORP COM 512807108 65,638 100,873 SH   SOLE   100,873 0 0
LEAR CORP COM NEW 521865204 68,264 389,458 SH   SOLE   389,458 0 0
LENNOX INTL INC COM 526107107 75,493 215,201 SH   SOLE   215,201 0 0
LINDE PLC SHS G5494J103 72,669 251,362 SH   SOLE   251,362 0 0
MARKETAXESS HLDGS INC COM 57060D108 72,925 157,305 SH   SOLE   157,305 0 0
MARRIOTT INTL INC NEW CL A 571903202 67,937 497,633 SH   SOLE   497,633 0 0
MASTERCARD INCORPORATED CL A 57636Q104 694 1,900 SH   SOLE   1,900 0 0
MCDONALDS CORP COM 580135101 62,630 271,139 SH   SOLE   271,139 0 0
MERCADOLIBRE INC COM 58733R102 779 500 SH   SOLE   500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 75,389 54,419 SH   SOLE   54,419 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 70,539 471,078 SH   SOLE   471,078 0 0
MICROSOFT CORP COM 594918104 66,059 243,849 SH   SOLE   243,849 0 0
MIDDLEBY CORP COM 596278101 61,378 354,256 SH   SOLE   354,256 0 0
MONDELEZ INTL INC CL A 609207105 73,837 1,182,531 SH   SOLE   1,182,531 0 0
MONOLITHIC PWR SYS INC COM 609839105 75,722 202,763 SH   SOLE   202,763 0 0
MSCI INC COM 55354G100 78,530 147,314 SH   SOLE   147,314 0 0
NASDAQ INC COM 631103108 75,232 427,943 SH   SOLE   427,943 0 0
NETEASE INC SPONSORED ADS 64110W102 749 6,500 SH   SOLE   6,500 0 0
NIKE INC CL B 654106103 83,989 543,654 SH   SOLE   543,654 0 0
NIO INC SPON ADS 62914V106 63,223 1,188,400 SH   SOLE   1,188,400 0 0
NORFOLK SOUTHN CORP COM 655844108 60,975 229,739 SH   SOLE   229,739 0 0
NVIDIA CORPORATION COM 67066G104 88,946 111,168 SH   SOLE   111,168 0 0
ONE GAS INC COM 68235P108 58,135 784,337 SH   SOLE   784,337 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 66,637 117,689 SH   SOLE   117,689 0 0
OWENS CORNING NEW COM 690742101 63,040 643,920 SH   SOLE   643,920 0 0
PAYPAL HLDGS INC COM 70450Y103 778 2,668 SH   SOLE   2,668 0 0
PINDUODUO INC SPONSORED ADS 722304102 43,708 344,100 SH   SOLE   344,100 0 0
PINTEREST INC CL A 72352L106 77,853 986,100 SH   SOLE   986,100 0 0
PPG INDS INC COM 693506107 61,205 360,517 SH   SOLE   360,517 0 0
PROCTER AND GAMBLE CO COM 742718109 72,327 536,032 SH   SOLE   536,032 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 68,174 3,378,300 SH   SOLE   3,378,300 0 0
REPLIGEN CORP COM 759916109 56,409 282,583 SH   SOLE   282,583 0 0
REPUBLIC SVCS INC COM 760759100 72,935 662,988 SH   SOLE   662,988 0 0
ROBERT HALF INTL INC COM 770323103 63,702 715,999 SH   SOLE   715,999 0 0
ROCKWELL AUTOMATION INC COM 773903109 75,986 265,668 SH   SOLE   265,668 0 0
ROPER TECHNOLOGIES INC COM 776696106 76,153 161,959 SH   SOLE   161,959 0 0
S&P GLOBAL INC COM 78409V104 66,986 163,202 SH   SOLE   163,202 0 0
SALESFORCE COM INC COM 79466L302 74,958 306,865 SH   SOLE   306,865 0 0
SEA LTD SPONSORD ADS 81141R100 56,850 207,028 SH   SOLE   207,028 0 0
SERVICE CORP INTL COM 817565104 62,467 1,165,653 SH   SOLE   1,165,653 0 0
SERVICENOW INC COM 81762P102 714 1,300 SH   SOLE   1,300 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 61,609 250,800 SH   SOLE   250,800 0 0
SNAP INC CL A 83304A106 818 12,000 SH   SOLE   12,000 0 0
SOUTHWEST AIRLS CO COM 844741108 64,798 1,220,526 SH   SOLE   1,220,526 0 0
STRYKER CORPORATION COM 863667101 71,993 277,183 SH   SOLE   277,183 0 0
SVB FINANCIAL GROUP COM 78486Q101 69,776 125,400 SH   SOLE   125,400 0 0
SYNOPSYS INC COM 871607107 77,960 282,679 SH   SOLE   282,679 0 0
SYSCO CORP COM 871829107 69,614 895,361 SH   SOLE   895,361 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 63,753 360,145 SH   SOLE   360,145 0 0
TE CONNECTIVITY LTD REG SHS H84989104 73,245 541,716 SH   SOLE   541,716 0 0
TEXAS INSTRS INC COM 882508104 73,447 381,940 SH   SOLE   381,940 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 67,066 132,944 SH   SOLE   132,944 0 0
THOR INDS INC COM 885160101 52,046 460,584 SH   SOLE   460,584 0 0
TOPBUILD CORP COM 89055F103 53,960 272,827 SH   SOLE   272,827 0 0
THE TRADE DESK INC COM CL A 88339J105 774 10,000 SH   SOLE   10,000 0 0
UNITED RENTALS INC COM 911363109 70,532 221,097 SH   SOLE   221,097 0 0
UNITEDHEALTH GROUP INC COM 91324P102 63,435 158,414 SH   SOLE   158,414 0 0
VEEVA SYS INC CL A COM 922475108 808 2,600 SH   SOLE   2,600 0 0
VISA INC COM CL A 92826C839 73,947 316,254 SH   SOLE   316,254 0 0
WASTE MGMT INC DEL COM 94106L109 72,822 519,747 SH   SOLE   519,747 0 0
WESTROCK CO COM 96145D105 69,936 1,314,085 SH   SOLE   1,314,085 0 0
WEX INC COM 96208T104 58,544 301,931 SH   SOLE   301,931 0 0
XILINX INC COM 983919101 70,975 490,702 SH   SOLE   490,702 0 0
XPO LOGISTICS INC COM 983793100 70,973 507,349 SH   SOLE   507,349 0 0
YUM BRANDS INC COM 988498101 71,050 617,664 SH   SOLE   617,664 0 0
ZILLOW GROUP INC CL A 98954M101 78,459 640,326 SH   SOLE   640,326 0 0
ZIONS BANCORPORATION N A COM 989701107 58,780 1,112,000 SH   SOLE   1,112,000 0 0