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
ADOBE INC COM 00724F101 43,519 99,970 SH   SOLE   99,970 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,275 43,240 SH   SOLE   43,240 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,862 29,970 SH   SOLE   29,970 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,066 36,230 SH   SOLE   36,230 0 0
ALLY FINL INC COM 02005N100 4,651 234,570 SH   SOLE   234,570 0 0
ALPHABET INC CAP STK CL C 02079K107 44,413 31,418 SH   SOLE   31,418 0 0
AMAZON COM INC COM 023135106 74,323 26,940 SH   SOLE   26,940 0 0
AMERICAN ELEC PWR CO INC COM 025537101 7,944 99,750 SH   SOLE   99,750 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,511 66,150 SH   SOLE   66,150 0 0
AMERICOLD RLTY TR COM 03064D108 15,333 422,410 SH   SOLE   422,410 0 0
AMERIPRISE FINL INC COM 03076C106 6,356 42,360 SH   SOLE   42,360 0 0
AMETEK INC COM 031100100 2,223 24,870 SH   SOLE   24,870 0 0
AMPHENOL CORP NEW CL A 032095101 9,857 102,880 SH   SOLE   102,880 0 0
ANALOG DEVICES INC COM 032654105 5,656 46,120 SH   SOLE   46,120 0 0
AON PLC SHS CL A G0403H108 7,828 40,640 SH   SOLE   40,640 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 15,329 307,080 SH   SOLE   307,080 0 0
APPLE INC COM 037833100 62,152 170,373 SH   SOLE   170,373 0 0
ARAMARK COM 03852U106 2,311 102,410 SH   SOLE   102,410 0 0
ASSURANT INC COM 04621X108 20,021 193,840 SH   SOLE   193,840 0 0
BANK NOVA SCOTIA B C COM 064149107 741 17,960 SH   SOLE   17,960 0 0
BAXTER INTL INC COM 071813109 22,690 263,530 SH   SOLE   263,530 0 0
BECTON DICKINSON & CO COM 075887109 7,749 32,390 SH   SOLE   32,390 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,076 24,280 SH   SOLE   24,280 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 25,533 207,010 SH   SOLE   207,010 0 0
BK OF AMERICA CORP COM 060505104 10,313 434,190 SH   SOLE   434,190 0 0
BOEING CO COM 097023105 3,328 18,150 SH   SOLE   18,150 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,984 33,990 SH   SOLE   33,990 0 0
BROADCOM INC COM 11135F101 5,842 18,510 SH   SOLE   18,510 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,039 32,000 SH   SOLE   32,000 0 0
BURLINGTON STORES INC COM 122017106 3,563 18,090 SH   SOLE   18,090 0 0
CARDINAL HEALTH INC COM 14149Y108 3,311 63,440 SH   SOLE   63,440 0 0
CARVANA CO CL A 146869102 7,855 65,350 SH   SOLE   65,350 0 0
CBRE GROUP INC CL A 12504L109 3,182 70,370 SH   SOLE   70,370 0 0
CELANESE CORP DEL COM 150870103 1,497 17,340 SH   SOLE   17,340 0 0
CERNER CORP COM 156782104 4,440 64,770 SH   SOLE   64,770 0 0
CHENIERE ENERGY INC COM NEW 16411R208 911 18,860 SH   SOLE   18,860 0 0
CHEVRON CORP NEW COM 166764100 10,185 114,130 SH   SOLE   114,130 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,841 3,650 SH   SOLE   3,650 0 0
CHURCH & DWIGHT INC COM 171340102 3,308 42,797 SH   SOLE   42,797 0 0
CINTAS CORP COM 172908105 3,063 11,500 SH   SOLE   11,500 0 0
CITIGROUP INC COM NEW 172967424 17,478 342,030 SH   SOLE   342,030 0 0
COCA COLA CO COM 191216100 10,010 224,020 SH   SOLE   224,020 0 0
COLFAX CORP COM 194014106 5,068 181,660 SH   SOLE   181,660 0 0
COMCAST CORP NEW CL A 20030N101 21,371 548,270 SH   SOLE   548,270 0 0
CONOCOPHILLIPS COM 20825C104 1,316 31,320 SH   SOLE   31,320 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,837 16,220 SH   SOLE   16,220 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,730 28,790 SH   SOLE   28,790 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,233 61,150 SH   SOLE   61,150 0 0
CROWN HLDGS INC COM 228368106 304 4,660 SH   SOLE   4,660 0 0
CVS HEALTH CORP COM 126650100 9,185 141,370 SH   SOLE   141,370 0 0
D R HORTON INC COM 23331A109 3,456 62,320 SH   SOLE   62,320 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,029 36,690 SH   SOLE   36,690 0 0
DISNEY WALT CO COM DISNEY 254687106 7,773 69,710 SH   SOLE   69,710 0 0
DOLLAR GEN CORP NEW COM 256677105 16,120 84,620 SH   SOLE   84,620 0 0
EASTMAN CHEM CO COM 277432100 2,237 32,130 SH   SOLE   32,130 0 0
EATON CORP PLC SHS G29183103 3,872 44,260 SH   SOLE   44,260 0 0
ECOLAB INC COM 278865100 985 4,950 SH   SOLE   4,950 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,692 53,430 SH   SOLE   53,430 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,092 97,550 SH   SOLE   97,550 0 0
ETSY INC COM 29786A106 1,012 9,530 SH   SOLE   9,530 0 0
EXXON MOBIL CORP COM 30231G102 6,596 147,480 SH   SOLE   147,480 0 0
F M C CORP COM NEW 302491303 6,368 63,920 SH   SOLE   63,920 0 0
FACEBOOK INC CL A 30303M102 22,672 99,850 SH   SOLE   99,850 0 0
GENERAL ELECTRIC CO COM 369604103 2,026 296,560 SH   SOLE   296,560 0 0
GILEAD SCIENCES INC COM 375558103 10,943 142,230 SH   SOLE   142,230 0 0
HCA HEALTHCARE INC COM 40412C101 2,680 27,610 SH   SOLE   27,610 0 0
HESS CORP COM 42809H107 1,387 26,750 SH   SOLE   26,750 0 0
HILL ROM HLDGS INC COM 431475102 6,623 60,330 SH   SOLE   60,330 0 0
HOME DEPOT INC COM 437076102 28,621 114,249 SH   SOLE   114,249 0 0
HONEYWELL INTL INC COM 438516106 4,344 30,040 SH   SOLE   30,040 0 0
HUNTSMAN CORP COM 447011107 1,439 80,120 SH   SOLE   80,120 0 0
IHS MARKIT LTD SHS G47567105 10,153 134,480 SH   SOLE   134,480 0 0
ILLINOIS TOOL WKS INC COM 452308109 5,046 28,860 SH   SOLE   28,860 0 0
INCYTE CORP COM 45337C102 18,138 174,450 SH   SOLE   174,450 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,242 57,220 SH   SOLE   57,220 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,158 9,460 SH   SOLE   9,460 0 0
INTUIT COM 461202103 5,527 18,660 SH   SOLE   18,660 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,016 216,687 SH   SOLE   216,687 0 0
JOHNSON & JOHNSON COM 478160104 6,030 42,876 SH   SOLE   42,876 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,772 81,220 SH   SOLE   81,220 0 0
JPMORGAN CHASE & CO COM 46625H100 30,456 323,800 SH   SOLE   323,800 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,884 79,610 SH   SOLE   79,610 0 0
KINDER MORGAN INC DEL COM 49456B101 4,061 267,740 SH   SOLE   267,740 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,125 74,900 SH   SOLE   74,900 0 0
LAM RESEARCH CORP COM 512807108 3,947 12,200 SH   SOLE   12,200 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 957 33,700 SH   SOLE   33,700 0 0
LAUDER ESTEE COS INC CL A 518439104 13,545 71,790 SH   SOLE   71,790 0 0
LINDE PLC SHS G5494J103 11,485 54,150 SH   SOLE   54,150 0 0
LOCKHEED MARTIN CORP COM 539830109 6,415 17,580 SH   SOLE   17,580 0 0
LOWES COS INC COM 548661107 4,214 31,190 SH   SOLE   31,190 0 0
LULULEMON ATHLETICA INC COM 550021109 4,343 13,920 SH   SOLE   13,920 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 8,522 243,070 SH   SOLE   243,070 0 0
MASCO CORP COM 574599106 1,661 33,070 SH   SOLE   33,070 0 0
MEDTRONIC PLC SHS G5960L103 9,115 99,410 SH   SOLE   99,410 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,087 29,310 SH   SOLE   29,310 0 0
MICROSOFT CORP COM 594918104 106,427 522,957 SH   SOLE   522,957 0 0
MONDELEZ INTL INC CL A 609207105 7,751 151,590 SH   SOLE   151,590 0 0
MORGAN STANLEY COM NEW 617446448 4,464 92,430 SH   SOLE   92,430 0 0
NETFLIX INC COM 64110L106 25,150 55,270 SH   SOLE   55,270 0 0
NEXTERA ENERGY INC COM 65339F101 22,333 92,990 SH   SOLE   92,990 0 0
NIKE INC CL B 654106103 4,395 44,820 SH   SOLE   44,820 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,432 113,360 SH   SOLE   113,360 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,800 27,340 SH   SOLE   27,340 0 0
NRG ENERGY INC COM NEW 629377508 1,812 55,630 SH   SOLE   55,630 0 0
NVIDIA CORPORATION COM 67066G104 33,242 87,500 SH   SOLE   87,500 0 0
OTIS WORLDWIDE CORP COM 68902V107 9,738 171,270 SH   SOLE   171,270 0 0
PATTERSON COS INC COM 703395103 1,691 76,850 SH   SOLE   76,850 0 0
PAYPAL HLDGS INC COM 70450Y103 14,783 84,850 SH   SOLE   84,850 0 0
PFIZER INC COM 717081103 17,922 548,060 SH   SOLE   548,060 0 0
PIONEER NAT RES CO COM 723787107 1,091 11,170 SH   SOLE   11,170 0 0
PLANET FITNESS INC CL A 72703H101 3,074 50,760 SH   SOLE   50,760 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,259 40,480 SH   SOLE   40,480 0 0
POOL CORPORATION COM 73278L105 307 1,130 SH   SOLE   1,130 0 0
PPG INDS INC COM 693506107 3,780 35,650 SH   SOLE   35,650 0 0
PROCTER AND GAMBLE CO COM 742718109 17,048 142,590 SH   SOLE   142,590 0 0
REALTY INCOME CORP COM 756109104 6,034 101,400 SH   SOLE   101,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107 5,252 8,420 SH   SOLE   8,420 0 0
REPUBLIC SVCS INC COM 760759100 4,427 53,960 SH   SOLE   53,960 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,723 8,090 SH   SOLE   8,090 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,521 3,917 SH   SOLE   3,917 0 0
ROYAL BK CDA COM 780087102 1,094 16,130 SH   SOLE   16,130 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,688 33,560 SH   SOLE   33,560 0 0
S&P GLOBAL INC COM 78409V104 11,261 34,180 SH   SOLE   34,180 0 0
SALESFORCE COM INC COM 79466L302 8,603 45,920 SH   SOLE   45,920 0 0
SCHLUMBERGER LTD COM 806857108 1,357 73,770 SH   SOLE   73,770 0 0
SEMPRA ENERGY COM 816851109 2,695 22,990 SH   SOLE   22,990 0 0
SERVICENOW INC COM 81762P102 9,247 22,830 SH   SOLE   22,830 0 0
SHERWIN WILLIAMS CO COM 824348106 1,277 2,210 SH   SOLE   2,210 0 0
SQUARE INC CL A 852234103 6,466 61,620 SH   SOLE   61,620 0 0
STANLEY BLACK & DECKER INC COM 854502101 13,281 95,280 SH   SOLE   95,280 0 0
TARGET CORP COM 87612E106 2,562 21,360 SH   SOLE   21,360 0 0
TECHNIPFMC PLC COM G87110105 966 141,250 SH   SOLE   141,250 0 0
TEXAS INSTRS INC COM 882508104 7,266 57,220 SH   SOLE   57,220 0 0
TJX COS INC NEW COM 872540109 2,404 47,530 SH   SOLE   47,530 0 0
T-MOBILE US INC COM 872590104 16,173 155,290 SH   SOLE   155,290 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 26 155,290 SH   SOLE   155,290 0 0
ULTA BEAUTY INC COM 90384S303 1,253 6,160 SH   SOLE   6,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 40,202 136,300 SH   SOLE   136,300 0 0
VALERO ENERGY CORP COM 91913Y100 4,194 71,310 SH   SOLE   71,310 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,864 251,480 SH   SOLE   251,480 0 0
VISA INC COM CL A 92826C839 50,741 262,680 SH   SOLE   262,680 0 0
WALMART INC COM 931142103 23,990 200,275 SH   SOLE   200,275 0 0
WESTROCK CO COM 96145D105 1,319 46,640 SH   SOLE   46,640 0 0
ZOETIS INC CL A 98978V103 6,311 46,060 SH   SOLE   46,060 0 0