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
3M CO COM 88579Y101 37,271 238,930 SH   SOLE   238,930 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 51,168 238,302 SH   SOLE   238,302 0 0
ACTIVISION BLIZZARD INC COM 00507V109 51,498 678,500 SH   SOLE   678,500 0 0
ADOBE INC COM 00724F101 174 400 SH   SOLE   400 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 51,383 479,808 SH   SOLE   479,808 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 60,533 280,635 SH   SOLE   280,635 0 0
ALLEGION PLC ORD SHS G0176J109 43,606 426,586 SH   SOLE   426,586 0 0
ALPHABET INC CAP STK CL A 02079K305 47,536 33,522 SH   SOLE   33,522 0 0
AMAZON COM INC COM 023135106 51,460 18,653 SH   SOLE   18,653 0 0
AMBEV SA SPONSORED ADR 02319V103 46,602 17,652,402 SH   SOLE   17,652,402 0 0
AMERICAN ELEC PWR CO INC COM 025537101 39,954 501,687 SH   SOLE   501,687 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 47,518 369,333 SH   SOLE   369,333 0 0
AMPHENOL CORP NEW CL A 032095101 45,287 472,678 SH   SOLE   472,678 0 0
APPLIED MATLS INC COM 038222105 50,253 831,321 SH   SOLE   831,321 0 0
ASPEN TECHNOLOGY INC COM 045327103 45,886 442,877 SH   SOLE   442,877 0 0
ATMOS ENERGY CORP COM 049560105 46,904 471,017 SH   SOLE   471,017 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 31,571 418,163 SH   SOLE   418,163 0 0
AUTOZONE INC COM 053332102 45,556 40,382 SH   SOLE   40,382 0 0
BAUSCH HEALTH COS INC COM 071734107 45,368 2,480,476 SH   SOLE   2,480,476 0 0
BAXTER INTL INC COM 071813109 47,479 551,436 SH   SOLE   551,436 0 0
BECTON DICKINSON & CO COM 075887109 48,769 203,824 SH   SOLE   203,824 0 0
BIOGEN INC COM 09062X103 39,365 147,131 SH   SOLE   147,131 0 0
BIO RAD LABS INC CL A 090572207 47,342 104,857 SH   SOLE   104,857 0 0
BOOKING HOLDINGS INC COM 09857L108 43,168 27,110 SH   SOLE   27,110 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,238 390,187 SH   SOLE   390,187 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 42,768 1,299,933 SH   SOLE   1,299,933 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 50,119 522,286 SH   SOLE   522,286 0 0
CAMPBELL SOUP CO COM 134429109 44,389 894,400 SH   SOLE   894,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 28,918 1,761,127 SH   SOLE   1,761,127 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 46,042 90,271 SH   SOLE   90,271 0 0
CINTAS CORP COM 172908105 45,309 170,103 SH   SOLE   170,103 0 0
CISCO SYS INC COM 17275R102 46,574 998,584 SH   SOLE   998,584 0 0
COGNEX CORP COM 192422103 50,504 845,686 SH   SOLE   845,686 0 0
COPA HOLDINGS SA CL A P31076105 33,583 664,223 SH   SOLE   664,223 0 0
CSX CORP COM 126408103 46,107 661,121 SH   SOLE   661,121 0 0
DANAHER CORPORATION COM 235851102 42,192 238,601 SH   SOLE   238,601 0 0
DEXCOM INC COM 252131107 122 300 SH   SOLE   300 0 0
DOLLAR GEN CORP NEW COM 256677105 114 600 SH   SOLE   600 0 0
DROPBOX INC CL A 26210C104 45,679 2,098,253 SH   SOLE   2,098,253 0 0
EAGLE MATERIALS INC COM 26969P108 38,566 549,221 SH   SOLE   549,221 0 0
ECOLAB INC COM 278865100 43,946 220,891 SH   SOLE   220,891 0 0
ELASTIC N V ORD SHS N14506104 49,222 533,805 SH   SOLE   533,805 0 0
ELECTRONIC ARTS INC COM 285512109 53,124 402,303 SH   SOLE   402,303 0 0
EXPEDIA GROUP INC COM NEW 30212P303 43,248 526,137 SH   SOLE   526,137 0 0
FACEBOOK INC CL A 30303M102 47,422 208,842 SH   SOLE   208,842 0 0
FAIR ISAAC CORP COM 303250104 47,579 113,814 SH   SOLE   113,814 0 0
FASTENAL CO COM 311900104 49,208 1,148,649 SH   SOLE   1,148,649 0 0
FISERV INC COM 337738108 44,316 453,968 SH   SOLE   453,968 0 0
FORTIVE CORP COM 34959J108 48,179 712,078 SH   SOLE   712,078 0 0
HENRY SCHEIN INC COM 806407102 43,876 751,424 SH   SOLE   751,424 0 0
HEXCEL CORP NEW COM 428291108 39,202 866,917 SH   SOLE   866,917 0 0
HOME DEPOT INC COM 437076102 47,609 190,047 SH   SOLE   190,047 0 0
HUMANA INC COM 444859102 47,987 123,757 SH   SOLE   123,757 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 33,993 194,813 SH   SOLE   194,813 0 0
IDEXX LABS INC COM 45168D104 41,977 127,140 SH   SOLE   127,140 0 0
INGEVITY CORP COM 45688C107 44,594 848,286 SH   SOLE   848,286 0 0
INGREDION INC COM 457187102 44,650 537,956 SH   SOLE   537,956 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 45,832 500,349 SH   SOLE   500,349 0 0
IPG PHOTONICS CORP COM 44980X109 45,758 285,294 SH   SOLE   285,294 0 0
IQVIA HLDGS INC COM 46266C105 46,532 327,967 SH   SOLE   327,967 0 0
HENRY JACK & ASSOC INC COM 426281101 50,159 272,557 SH   SOLE   272,557 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 46,149 309,123 SH   SOLE   309,123 0 0
KINDER MORGAN INC DEL COM 49456B101 41,972 2,766,792 SH   SOLE   2,766,792 0 0
LAM RESEARCH CORP COM 512807108 51,062 157,862 SH   SOLE   157,862 0 0
LEAR CORP COM NEW 521865204 44,130 404,785 SH   SOLE   404,785 0 0
LINDE PLC SHS G5494J103 46,415 218,827 SH   SOLE   218,827 0 0
LIVONGO HEALTH INC COM 539183103 48,254 641,759 SH   SOLE   641,759 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 42,686 988,791 SH   SOLE   988,791 0 0
MASTERCARD INCORPORATED CL A 57636Q104 46,636 157,713 SH   SOLE   157,713 0 0
MCDONALDS CORP COM 580135101 37,607 203,864 SH   SOLE   203,864 0 0
MERCADOLIBRE INC COM 58733R102 49,909 50,629 SH   SOLE   50,629 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 47,065 58,426 SH   SOLE   58,426 0 0
MICROSOFT CORP COM 594918104 42,833 210,472 SH   SOLE   210,472 0 0
MIDDLEBY CORP COM 596278101 45,948 582,067 SH   SOLE   582,067 0 0
MONDELEZ INTL INC CL A 609207105 46,865 916,586 SH   SOLE   916,586 0 0
MSCI INC COM 55354G100 134 400 SH   SOLE   400 0 0
NASDAQ INC COM 631103108 48,351 404,712 SH   SOLE   404,712 0 0
NAVISTAR INTL CORP NEW COM 63934E108 47,324 1,678,140 SH   SOLE   1,678,140 0 0
NETEASE INC SPONSORED ADS 64110W102 39,419 91,805 SH   SOLE   91,805 0 0
NORFOLK SOUTHERN CORP COM 655844108 37,186 211,801 SH   SOLE   211,801 0 0
ONE GAS INC COM 68235P108 45,670 592,737 SH   SOLE   592,737 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 40,433 95,887 SH   SOLE   95,887 0 0
OWENS CORNING NEW COM 690742101 37,860 678,976 SH   SOLE   678,976 0 0
PAYPAL HLDGS INC COM 70450Y103 44,491 255,356 SH   SOLE   255,356 0 0
PENUMBRA INC COM 70975L107 49,689 277,870 SH   SOLE   277,870 0 0
PPG INDS INC COM 693506107 36,592 345,013 SH   SOLE   345,013 0 0
PROCTER AND GAMBLE CO COM 742718109 47,084 393,779 SH   SOLE   393,779 0 0
REPUBLIC SVCS INC COM 760759100 45,842 558,704 SH   SOLE   558,704 0 0
RESMED INC COM 761152107 47,845 249,193 SH   SOLE   249,193 0 0
ROBERT HALF INTL INC COM 770323103 36,551 691,864 SH   SOLE   691,864 0 0
ROCKWELL AUTOMATION INC COM 773903109 47,066 220,966 SH   SOLE   220,966 0 0
ROPER TECHNOLOGIES INC COM 776696106 46,740 120,383 SH   SOLE   120,383 0 0
S&P GLOBAL INC COM 78409V104 39,917 121,153 SH   SOLE   121,153 0 0
SALESFORCE COM INC COM 79466L302 51,422 274,498 SH   SOLE   274,498 0 0
SERVICENOW INC COM 81762P102 41,874 103,377 SH   SOLE   103,377 0 0
SNAP INC CL A 83304A106 53,102 2,260,615 SH   SOLE   2,260,615 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 55,570 215,231 SH   SOLE   215,231 0 0
SQUARE INC CL A 852234103 45,848 436,899 SH   SOLE   436,899 0 0
STRYKER CORPORATION COM 863667101 44,137 244,945 SH   SOLE   244,945 0 0
SYNOPSYS INC COM 871607107 51,052 261,806 SH   SOLE   261,806 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 41,011 293,836 SH   SOLE   293,836 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 58,169 588,037 SH   SOLE   588,037 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 42,687 117,809 SH   SOLE   117,809 0 0
THOR INDS INC COM 885160101 45,367 425,861 SH   SOLE   425,861 0 0
THE TRADE DESK INC COM CL A 88339J105 45,479 111,879 SH   SOLE   111,879 0 0
UNITEDHEALTH GROUP INC COM 91324P102 39,085 132,513 SH   SOLE   132,513 0 0
VERISK ANALYTICS INC COM 92345Y106 49,221 289,193 SH   SOLE   289,193 0 0
V F CORP COM 918204108 38,038 624,183 SH   SOLE   624,183 0 0
VISA INC COM CL A 92826C839 47,979 248,378 SH   SOLE   248,378 0 0
WABTEC COM 929740108 33,447 580,971 SH   SOLE   580,971 0 0
WASTE MGMT INC DEL COM 94106L109 46,730 441,221 SH   SOLE   441,221 0 0
WEX INC COM 96208T104 37,684 228,373 SH   SOLE   228,373 0 0
WORKDAY INC CL A 98138H101 50,119 267,502 SH   SOLE   267,502 0 0
XILINX INC COM 983919101 39,449 400,947 SH   SOLE   400,947 0 0
YUM BRANDS INC COM 988498101 44,641 513,650 SH   SOLE   513,650 0 0
ZENDESK INC COM 98936J101 50,615 571,731 SH   SOLE   571,731 0 0
ZOETIS INC CL A 98978V103 47,813 348,897 SH   SOLE   348,897 0 0