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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   937,386 2,108 SH   SOLE   1,944 0 164
ADVANCED MICRO DEVICES INC COM 007903107   1,042,780 8,633 SH   SOLE   7,957 0 676
AGILENT TECHNOLOGIES INC COM 00846U101   153,249,295 1,140,757 SH   SOLE   1,140,757 0 0
AIRBNB INC COM CL A 009066101   86,144,380 655,539 SH   SOLE   655,012 0 527
ALIGN TECHNOLOGY INC COM 016255101   68,809,760 330,007 SH   SOLE   330,007 0 0
ALLSTATE CORP COM 020002101   86,146,476 446,841 SH   SOLE   446,841 0 0
ALPHABET INC CAP STK CL A 02079K305   1,979,927,696 10,459,206 SH   SOLE   9,260,739 0 1,198,467
AMAZON COM INC COM 023135106   2,450,197,321 11,168,227 SH   SOLE   9,856,575 0 1,311,652
APPLE INC COM 037833100   985,545,690 3,935,571 SH   SOLE   3,452,891 0 482,680
APPLIED MATLS INC COM 038222105   584,471,078 3,593,870 SH   SOLE   3,197,225 0 396,645
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,368,442 7,730 SH   SOLE   7,113 0 617
ASTRAZENECA PLC SPONSORED ADR 046353108   77,249,259 1,179,018 SH   SOLE   1,179,018 0 0
ATLASSIAN CORPORATION CL A 049468101   79,187,820 325,367 SH   SOLE   325,090 0 277
AUTODESK INC COM 052769106   103,849,997 351,355 SH   SOLE   351,355 0 0
AUTOZONE INC COM 053332102   891,891,484 278,542 SH   SOLE   244,288 0 34,254
BALL CORP COM 058498106   1,038,389,979 18,835,298 SH   SOLE   16,903,703 0 1,931,595
BANK AMERICA CORP COM 060505104   930,971,182 21,182,507 SH   SOLE   19,018,586 0 2,163,921
BANK NEW YORK MELLON CORP COM 064058100   221,110,594 2,877,920 SH   SOLE   2,877,920 0 0
BAXTER INTL INC COM 071813109   65,044,617 2,230,611 SH   SOLE   2,230,611 0 0
BERKLEY W R CORP COM 084423102   62,058,529 1,060,467 SH   SOLE   1,060,467 0 0
BIO RAD LABS INC CL A 090572207   102,122,918 310,867 SH   SOLE   310,867 0 0
BLOCK INC CL A 852234103   26,986,450 317,525 SH   SOLE   317,525 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,327,384 14,861 SH   SOLE   13,697 0 1,164
BROADCOM INC COM 11135F101   1,231,281,838 5,310,912 SH   SOLE   4,731,839 0 579,073
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   103,909,155 459,592 SH   SOLE   459,592 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   108,164,319 3,910,496 SH   SOLE   3,910,496 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   16,254,586 54,099 SH   SOLE   54,099 0 0
CBOE GLOBAL MKTS INC COM 12503M108   99,074,053 507,032 SH   SOLE   507,032 0 0
CBRE GROUP INC CL A 12504L109   257,830,584 1,963,825 SH   SOLE   1,963,825 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,150,283 19,076 SH   SOLE   17,585 0 1,491
CINTAS CORP COM 172908105   11,578,247 63,373 SH   SOLE   63,373 0 0
CITIGROUP INC COM NEW 172967424   121,471,108 1,725,687 SH   SOLE   1,725,687 0 0
CLOUDFLARE INC CL A COM 18915M107   14,767,558 137,143 SH   SOLE   136,507 0 636
CME GROUP INC COM 12572Q105   85,188,234 366,827 SH   SOLE   366,827 0 0
COMCAST CORP NEW CL A 20030N101   72,123,090 1,921,745 SH   SOLE   1,921,745 0 0
COSTAR GROUP INC COM 22160N109   859,724 12,009 SH   SOLE   11,061 0 948
COSTCO WHSL CORP NEW COM 22160K105   651,313,120 710,831 SH   SOLE   623,300 0 87,531
CUMMINS INC COM 231021106   132,509,135 380,118 SH   SOLE   380,118 0 0
D R HORTON INC COM 23331A109   573,050,593 4,098,488 SH   SOLE   3,757,344 0 341,144
DANAHER CORPORATION COM 235851102   712,841,815 3,105,388 SH   SOLE   2,722,654 0 382,734
DATADOG INC CL A COM 23804L103   26,881,467 188,127 SH   SOLE   187,713 0 414
DEERE & CO COM 244199105   1,461,207,411 3,448,684 SH   SOLE   3,067,338 0 381,346
DOORDASH INC CL A 25809K105   797,987 4,757 SH   SOLE   4,385 0 372
ELI LILLY & CO COM 532457108   721,589,944 934,702 SH   SOLE   819,602 0 115,100
EQUIFAX INC COM 294429105   496,530,372 1,948,324 SH   SOLE   1,726,341 0 221,983
EXACT SCIENCES CORP COM 30063P105   594,378 10,578 SH   SOLE   9,751 0 827
FEDEX CORP COM 31428X106   84,739,409 301,210 SH   SOLE   301,210 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   613,943,993 3,537,155 SH   SOLE   3,148,017 0 389,138
FIDELITY NATL INFORMATION SV COM 31620M106   113,856,219 1,409,635 SH   SOLE   1,409,635 0 0
FISERV INC COM 337738108   998,702,533 4,861,759 SH   SOLE   4,264,714 0 597,045
FORTINET INC COM 34959E109   128,057,909 1,355,397 SH   SOLE   1,355,397 0 0
GILEAD SCIENCES INC COM 375558103   106,398,601 1,151,874 SH   SOLE   1,151,874 0 0
GLOBAL PMTS INC COM 37940X102   123,045,802 1,098,035 SH   SOLE   1,098,035 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   84,224,422 499,611 SH   SOLE   499,611 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   66,676,106 269,769 SH   SOLE   269,769 0 0
HOLOGIC INC COM 436440101   76,662,020 1,063,421 SH   SOLE   1,063,421 0 0
HUNT J B TRANS SVCS INC COM 445658107   134,827,885 790,038 SH   SOLE   790,038 0 0
IDEXX LABS INC COM 45168D104   19,988,584 48,347 SH   SOLE   48,347 0 0
INTEL CORP COM 458140100   44,259,954 2,207,479 SH   SOLE   2,207,479 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,083,792,347 7,273,286 SH   SOLE   6,378,305 0 894,981
INTUIT COM 461202103   702,240,020 1,117,327 SH   SOLE   979,818 0 137,509
INTUITIVE SURGICAL INC COM NEW 46120E602   1,209,904 2,318 SH   SOLE   2,137 0 181
IQVIA HLDGS INC COM 46266C105   65,669,319 334,178 SH   SOLE   334,178 0 0
ISHARES TR MBS ETF 464288588   14,210,400 155,000 SH   SOLE   155,000 0 0
KLA CORP COM NEW 482480100   462,084,639 733,328 SH   SOLE   661,161 0 72,167
LAM RESEARCH CORP COM NEW 512807306   61,213,697 847,483 SH   SOLE   847,483 0 0
LINDE PLC SHS G54950103   904,288,682 2,159,908 SH   SOLE   1,894,029 0 265,879
MARRIOTT INTL INC NEW CL A 571903202   614,568,697 2,203,229 SH   SOLE   1,931,791 0 271,438
MARSH & MCLENNAN COS INC COM 571748102   758,121,240 3,569,141 SH   SOLE   3,129,604 0 439,537
MASTERCARD INCORPORATED CL A 57636Q104   1,389,715,645 2,639,185 SH   SOLE   2,347,935 0 291,250
MERCADOLIBRE INC COM 58733R102   29,424,414 17,304 SH   SOLE   17,265 0 39
METTLER TOLEDO INTERNATIONAL COM 592688105   21,557,571 17,617 SH   SOLE   17,617 0 0
MICRON TECHNOLOGY INC COM 595112103   89,011,487 1,057,646 SH   SOLE   1,057,646 0 0
MICROSOFT CORP COM 594918104   2,518,944,697 5,976,144 SH   SOLE   5,277,479 0 698,665
MONOLITHIC PWR SYS INC COM 609839105   16,833,865 28,450 SH   SOLE   28,450 0 0
MORNINGSTAR INC COM 617700109   23,610,580 70,111 SH   SOLE   70,111 0 0
MSCI INC COM 55354G100   21,302,755 35,504 SH   SOLE   35,390 0 114
NATERA INC COM 632307104   1,635,397 10,331 SH   SOLE   9,524 0 807
NETFLIX INC COM 64110L106   1,099,889 1,234 SH   SOLE   1,138 0 96
NICE LTD SPONSORED ADR 653656108   87,854,665 517,279 SH   SOLE   517,279 0 0
NOVO-NORDISK A S ADR 670100205   51,071,966 593,722 SH   SOLE   593,722 0 0
NVIDIA CORPORATION COM 67066G104   2,177,357,380 16,213,846 SH   SOLE   14,220,665 0 1,993,181
OLD DOMINION FREIGHT LINE IN COM 679580100   88,019,543 498,977 SH   SOLE   498,977 0 0
ORACLE CORP COM 68389X105   573,115,953 3,439,246 SH   SOLE   3,081,644 0 357,602
OREILLY AUTOMOTIVE INC COM 67103H107   93,412,581 78,776 SH   SOLE   78,776 0 0
OTIS WORLDWIDE CORP COM 68902V107   71,413,053 771,116 SH   SOLE   771,116 0 0
PENTAIR PLC SHS G7S00T104   52,010,551 516,798 SH   SOLE   516,798 0 0
PFIZER INC COM 717081103   116,543,770 4,392,905 SH   SOLE   4,392,905 0 0
POOL CORP COM 73278L105   93,473,815 274,165 SH   SOLE   274,165 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,045,822 160,761 SH   SOLE   159,685 0 1,076
PROCTER AND GAMBLE CO COM 742718109   586,684,469 3,499,460 SH   SOLE   3,068,073 0 431,387
PROGRESSIVE CORP COM 743315103   107,642,876 449,242 SH   SOLE   449,242 0 0
PTC INC COM 69370C100   17,972,373 97,745 SH   SOLE   97,322 0 423
REALTY INCOME CORP COM 756109104   1,212,207,353 22,696,262 SH   SOLE   20,018,475 0 2,677,787
REPLIGEN CORP COM 759916109   52,715,434 366,232 SH   SOLE   366,232 0 0
REPUBLIC SVCS INC COM 760759100   86,576,002 430,341 SH   SOLE   430,341 0 0
ROCKWELL AUTOMATION INC COM 773903109   17,853,587 62,471 SH   SOLE   62,471 0 0
ROPER TECHNOLOGIES INC COM 776696106   93,124,369 179,137 SH   SOLE   179,137 0 0
ROSS STORES INC COM 778296103   207,507,345 1,371,768 SH   SOLE   1,371,768 0 0
S&P GLOBAL INC COM 78409V104   1,109,499,780 2,227,777 SH   SOLE   1,996,143 0 231,634
SALESFORCE INC COM 79466L302   1,079,084,845 3,227,604 SH   SOLE   2,831,644 0 395,960
SCHWAB CHARLES CORP COM 808513105   125,459,088 1,695,164 SH   SOLE   1,695,164 0 0
SHERWIN WILLIAMS CO COM 824348106   681,338,356 2,004,349 SH   SOLE   1,785,646 0 218,703
SIMON PPTY GROUP INC NEW COM 828806109   123,793,847 718,854 SH   SOLE   718,854 0 0
STRYKER CORPORATION COM 863667101   708,787,950 1,968,582 SH   SOLE   1,726,087 0 242,495
SYNOPSYS INC COM 871607107   573,049,021 1,180,668 SH   SOLE   1,035,361 0 145,307
SYSCO CORP COM 871829107   156,071,528 2,041,218 SH   SOLE   2,041,218 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   96,017,860 486,191 SH   SOLE   485,633 0 558
TERADYNE INC COM 880770102   30,481,203 242,068 SH   SOLE   242,068 0 0
THE CIGNA GROUP COM 125523100   772,910,614 2,798,981 SH   SOLE   2,488,087 0 310,894
THE TRADE DESK INC COM CL A 88339J105   101,430,035 863,014 SH   SOLE   863,014 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   734,022,160 1,410,957 SH   SOLE   1,237,087 0 173,870
TRANE TECHNOLOGIES PLC SHS G8994E103   32,715,176 88,575 SH   SOLE   88,575 0 0
TRANSUNION COM 89400J107   108,261,732 1,167,746 SH   SOLE   1,167,746 0 0
TRUIST FINL CORP COM 89832Q109   92,919,656 2,141,993 SH   SOLE   2,141,993 0 0
UNION PAC CORP COM 907818108   110,175,930 483,143 SH   SOLE   483,143 0 0
UNITEDHEALTH GROUP INC COM 91324P102   106,827,009 211,179 SH   SOLE   211,179 0 0
VERISK ANALYTICS INC COM 92345Y106   544,679,075 1,977,559 SH   SOLE   1,740,611 0 236,948
VERIZON COMMUNICATIONS INC COM 92343V104   664,353,030 16,612,979 SH   SOLE   15,000,867 0 1,612,112
VERTEX PHARMACEUTICALS INC COM 92532F100   731,283,065 1,815,950 SH   SOLE   1,592,330 0 223,620
VISA INC COM CL A 92826C839   82,225,391 260,174 SH   SOLE   259,398 0 776
WASTE MGMT INC DEL COM 94106L109   1,265,628,696 6,272,009 SH   SOLE   5,501,819 0 770,190
WEST PHARMACEUTICAL SVSC INC COM 955306105   20,465,621 62,479 SH   SOLE   62,479 0 0
WESTERN DIGITAL CORP COM 958102105   177,700,203 2,980,047 SH   SOLE   2,980,047 0 0
WORKDAY INC CL A 98138H101   631,589,062 2,447,735 SH   SOLE   2,193,034 0 254,701
XYLEM INC COM 98419M100   85,331,434 735,489 SH   SOLE   735,489 0 0