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
ABBVIE INC COM 00287Y109 9,029 84,270 SH   SOLE   84,270 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 40,590 81,160 SH   SOLE   81,160 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,966 43,240 SH   SOLE   43,240 0 0
ALCON AG ORD SHS H01301128 3,502 53,080 SH   SOLE   53,080 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,889 27,430 SH   SOLE   27,430 0 0
ALLY FINL INC COM 02005N100 8,705 244,100 SH   SOLE   244,100 0 0
ALPHABET INC CAP STK CL C 02079K107 54,287 30,988 SH   SOLE   30,988 0 0
AMAZON COM INC COM 023135106 84,875 26,060 SH   SOLE   26,060 0 0
AMERICAN ELEC PWR CO INC COM 025537101 8,922 107,160 SH   SOLE   107,160 0 0
AMERICAN EXPRESS CO COM 025816109 6,868 56,800 SH   SOLE   56,800 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,716 56,790 SH   SOLE   56,790 0 0
AMERICOLD RLTY TR COM 03064D108 6,492 173,900 SH   SOLE   173,900 0 0
AMERIPRISE FINL INC COM 03076C106 9,100 46,830 SH   SOLE   46,830 0 0
AMETEK INC COM 031100100 2,673 22,100 SH   SOLE   22,100 0 0
AMGEN INC COM 031162100 7,454 32,420 SH   SOLE   32,420 0 0
AMPHENOL CORP NEW CL A 032095101 13,677 104,590 SH   SOLE   104,590 0 0
ANALOG DEVICES INC COM 032654105 9,184 62,170 SH   SOLE   62,170 0 0
AON PLC SHS CL A G0403H108 7,465 35,330 SH   SOLE   35,330 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 15,040 307,080 SH   SOLE   307,080 0 0
APPLE INC COM 037833100 84,977 640,412 SH   SOLE   640,412 0 0
ARAMARK COM 03852U106 2,507 65,160 SH   SOLE   65,160 0 0
ARISTA NETWORKS INC COM 040413106 3,737 12,860 SH   SOLE   12,860 0 0
ASSURANT INC COM 04621X108 26,802 196,750 SH   SOLE   196,750 0 0
AUTODESK INC COM 052769106 5,050 16,540 SH   SOLE   16,540 0 0
BALL CORP COM 058498106 1,709 18,340 SH   SOLE   18,340 0 0
BANK NOVA SCOTIA B C COM 064149107 1,329 24,590 SH   SOLE   24,590 0 0
BAXTER INTL INC COM 071813109 23,124 288,190 SH   SOLE   288,190 0 0
BECTON DICKINSON & CO COM 075887109 10,327 41,270 SH   SOLE   41,270 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,252 22,280 SH   SOLE   22,280 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 18,785 214,220 SH   SOLE   214,220 0 0
BOEING CO COM 097023105 3,885 18,150 SH   SOLE   18,150 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,915 34,200 SH   SOLE   34,200 0 0
BROADCOM INC COM 11135F101 9,628 21,990 SH   SOLE   21,990 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,012 32,710 SH   SOLE   32,710 0 0
BURLINGTON STORES INC COM 122017106 5,594 21,390 SH   SOLE   21,390 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,514 55,790 SH   SOLE   55,790 0 0
CARDINAL HEALTH INC COM 14149Y108 4,129 77,100 SH   SOLE   77,100 0 0
CARVANA CO CL A 146869102 12,997 54,260 SH   SOLE   54,260 0 0
CELANESE CORP DEL COM 150870103 1,781 13,710 SH   SOLE   13,710 0 0
CERNER CORP COM 156782104 6,985 89,010 SH   SOLE   89,010 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,512 25,190 SH   SOLE   25,190 0 0
CHEVRON CORP NEW COM 166764100 14,737 174,510 SH   SOLE   174,510 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,827 2,760 SH   SOLE   2,760 0 0
CINTAS CORP COM 172908105 5,002 14,150 SH   SOLE   14,150 0 0
CITIGROUP INC COM NEW 172967424 24,096 390,780 SH   SOLE   390,780 0 0
COCA COLA CO COM 191216100 12,096 220,580 SH   SOLE   220,580 0 0
COLFAX CORP COM 194014106 14,221 371,910 SH   SOLE   371,910 0 0
COMCAST CORP NEW CL A 20030N101 30,631 584,540 SH   SOLE   584,540 0 0
CONOCOPHILLIPS COM 20825C104 1,973 49,330 SH   SOLE   49,330 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,553 16,220 SH   SOLE   16,220 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,015 26,580 SH   SOLE   26,580 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,158 32,400 SH   SOLE   32,400 0 0
CROWN HLDGS INC COM 228368106 3,554 35,470 SH   SOLE   35,470 0 0
CVS HEALTH CORP COM 126650100 11,275 165,080 SH   SOLE   165,080 0 0
DEERE & CO COM 244199105 4,014 14,920 SH   SOLE   14,920 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,475 36,690 SH   SOLE   36,690 0 0
DISCOVER FINL SVCS COM 254709108 3,348 36,980 SH   SOLE   36,980 0 0
DISNEY WALT CO COM 254687106 11,233 62,000 SH   SOLE   62,000 0 0
DOLLAR GEN CORP NEW COM 256677105 17,456 83,010 SH   SOLE   83,010 0 0
DOVER CORP COM 260003108 4,040 32,000 SH   SOLE   32,000 0 0
EASTMAN CHEM CO COM 277432100 3,222 32,130 SH   SOLE   32,130 0 0
EATON CORP PLC SHS G29183103 9,273 77,190 SH   SOLE   77,190 0 0
ECOLAB INC COM 278865100 1,071 4,950 SH   SOLE   4,950 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,875 53,430 SH   SOLE   53,430 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,230 72,690 SH   SOLE   72,690 0 0
ESSEX PPTY TR INC COM 297178105 16,545 69,690 SH   SOLE   69,690 0 0
ETSY INC COM 29786A106 15,586 87,600 SH   SOLE   87,600 0 0
EXXON MOBIL CORP COM 30231G102 5,628 136,510 SH   SOLE   136,510 0 0
FACEBOOK INC CL A 30303M102 27,561 100,900 SH   SOLE   100,900 0 0
FMC CORP COM NEW 302491303 8,077 70,270 SH   SOLE   70,270 0 0
GENERAL ELECTRIC CO COM 369604103 3,846 356,150 SH   SOLE   356,150 0 0
GENERAL MTRS CO COM 37045V100 4,201 100,890 SH   SOLE   100,890 0 0
GILEAD SCIENCES INC COM 375558103 9,097 156,150 SH   SOLE   156,150 0 0
HESS CORP COM 42809H107 973 18,440 SH   SOLE   18,440 0 0
HILL ROM HLDGS INC COM 431475102 5,911 60,330 SH   SOLE   60,330 0 0
HONEYWELL INTL INC COM 438516106 4,731 22,240 SH   SOLE   22,240 0 0
HUNTSMAN CORP COM 447011107 2,015 80,120 SH   SOLE   80,120 0 0
INCYTE CORP COM 45337C102 17,448 200,610 SH   SOLE   200,610 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,597 57,220 SH   SOLE   57,220 0 0
INTUIT COM 461202103 6,179 16,270 SH   SOLE   16,270 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,755 288,117 SH   SOLE   288,117 0 0
JOHNSON & JOHNSON COM 478160104 6,748 42,876 SH   SOLE   42,876 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,438 116,720 SH   SOLE   116,720 0 0
JPMORGAN CHASE & CO COM 46625H100 46,145 363,140 SH   SOLE   363,140 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,389 16,600 SH   SOLE   16,600 0 0
KINDER MORGAN INC DEL COM 49456B101 2,087 152,690 SH   SOLE   152,690 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2,883 68,920 SH   SOLE   68,920 0 0
LAM RESEARCH CORP COM 512807108 10,578 22,400 SH   SOLE   22,400 0 0
LAUDER ESTEE COS INC CL A 518439104 19,110 71,790 SH   SOLE   71,790 0 0
LINDE PLC SHS G5494J103 14,766 56,040 SH   SOLE   56,040 0 0
LOWES COS INC COM 548661107 8,181 50,970 SH   SOLE   50,970 0 0
LULULEMON ATHLETICA INC COM 550021109 4,340 12,470 SH   SOLE   12,470 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 27,868 586,190 SH   SOLE   586,190 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,071 39,420 SH   SOLE   39,420 0 0
MERCADOLIBRE INC COM 58733R102 1,240 740 SH   SOLE   740 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,986 2,620 SH   SOLE   2,620 0 0
MICROSOFT CORP COM 594918104 107,069 481,377 SH   SOLE   481,377 0 0
MONDELEZ INTL INC CL A 609207105 9,465 161,880 SH   SOLE   161,880 0 0
NETFLIX INC COM 64110L106 29,885 55,270 SH   SOLE   55,270 0 0
NEXTERA ENERGY INC COM 65339F101 24,937 323,220 SH   SOLE   323,220 0 0
NORFOLK SOUTHN CORP COM 655844108 20,903 87,970 SH   SOLE   87,970 0 0
NRG ENERGY INC COM NEW 629377508 2,088 55,630 SH   SOLE   55,630 0 0
NVIDIA CORPORATION COM 67066G104 39,500 75,640 SH   SOLE   75,640 0 0
OTIS WORLDWIDE CORP COM 68902V107 13,342 197,510 SH   SOLE   197,510 0 0
PATTERSON COS INC COM 703395103 1,729 58,340 SH   SOLE   58,340 0 0
PAYPAL HLDGS INC COM 70450Y103 9,464 40,410 SH   SOLE   40,410 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,289 15,090 SH   SOLE   15,090 0 0
PFIZER INC COM 717081103 15,279 415,080 SH   SOLE   415,080 0 0
PIONEER NAT RES CO COM 723787107 1,585 13,920 SH   SOLE   13,920 0 0
PLANET FITNESS INC CL A 72703H101 1,550 19,970 SH   SOLE   19,970 0 0
POOL CORP COM 73278L105 2,882 7,740 SH   SOLE   7,740 0 0
PPG INDS INC COM 693506107 2,001 13,870 SH   SOLE   13,870 0 0
PROCTER AND GAMBLE CO COM 742718109 20,191 145,110 SH   SOLE   145,110 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 22,904 320,300 SH   SOLE   320,300 0 0
REALTY INCOME CORP COM 756109104 5,960 95,850 SH   SOLE   95,850 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,067 8,420 SH   SOLE   8,420 0 0
REPUBLIC SVCS INC COM 760759100 5,196 53,960 SH   SOLE   53,960 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,029 8,090 SH   SOLE   8,090 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,042 4,737 SH   SOLE   4,737 0 0
ROYAL BK CDA COM 780087102 1,905 23,220 SH   SOLE   23,220 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 2,108 28,220 SH   SOLE   28,220 0 0
S&P GLOBAL INC COM 78409V104 11,821 35,960 SH   SOLE   35,960 0 0
SALESFORCE COM INC COM 79466L302 8,566 38,490 SH   SOLE   38,490 0 0
SCHLUMBERGER LTD COM 806857108 1,960 89,760 SH   SOLE   89,760 0 0
SEMPRA ENERGY COM 816851109 2,929 22,990 SH   SOLE   22,990 0 0
SERVICENOW INC COM 81762P102 11,516 20,920 SH   SOLE   20,920 0 0
SHERWIN WILLIAMS CO COM 824348106 2,337 3,180 SH   SOLE   3,180 0 0
SQUARE INC CL A 852234103 8,756 40,230 SH   SOLE   40,230 0 0
STARBUCKS CORP COM 855244109 5,328 49,800 SH   SOLE   49,800 0 0
TARGET CORP COM 87612E106 3,771 21,360 SH   SOLE   21,360 0 0
TESLA INC COM 88160R101 19,765 28,010 SH   SOLE   28,010 0 0
TJX COS INC NEW COM 872540109 4,108 60,150 SH   SOLE   60,150 0 0
T-MOBILE US INC COM 872590104 20,790 154,180 SH   SOLE   154,180 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,343 23,030 SH   SOLE   23,030 0 0
TRANSDIGM GROUP INC COM 893641100 5,656 9,140 SH   SOLE   9,140 0 0
ULTA BEAUTY INC COM 90384S303 1,768 6,160 SH   SOLE   6,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 45,251 129,040 SH   SOLE   129,040 0 0
VALERO ENERGY CORP COM 91913Y100 5,926 104,760 SH   SOLE   104,760 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,107 257,160 SH   SOLE   257,160 0 0
VISA INC COM CL A 92826C839 54,882 250,910 SH   SOLE   250,910 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,250 81,500 SH   SOLE   81,500 0 0
WALMART INC COM 931142103 27,221 188,835 SH   SOLE   188,835 0 0
WESTROCK CO COM 96145D105 2,030 46,640 SH   SOLE   46,640 0 0
ZOETIS INC CL A 98978V103 7,060 42,660 SH   SOLE   42,660 0 0