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 13,648 121,170 SH   SOLE   121,170 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,901 50,550 SH   SOLE   50,550 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 48,942 83,570 SH   SOLE   83,570 0 0
ALCON AG ORD SHS H01301128 2,830 40,280 SH   SOLE   40,280 0 0
ALLY FINL INC COM 02005N100 14,469 290,310 SH   SOLE   290,310 0 0
ALPHABET INC CAP STK CL C 02079K107 93,857 37,448 SH   SOLE   37,448 0 0
AMAZON COM INC COM 023135106 95,052 27,630 SH   SOLE   27,630 0 0
AMERICAN EXPRESS CO COM 025816109 13,503 81,720 SH   SOLE   81,720 0 0
AMERICAN TOWER CORP NEW COM 03027X100 10,138 37,460 SH   SOLE   37,460 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 7,663 49,720 SH   SOLE   49,720 0 0
AMERICOLD RLTY TR COM 03064D108 1,780 47,030 SH   SOLE   47,030 0 0
AMERIPRISE FINL INC COM 03076C106 18,893 75,910 SH   SOLE   75,910 0 0
AMETEK INC COM 031100100 1,575 11,800 SH   SOLE   11,800 0 0
AMGEN INC COM 031162100 7,381 30,280 SH   SOLE   30,280 0 0
AMPHENOL CORP NEW CL A 032095101 12,815 187,320 SH   SOLE   187,320 0 0
ANALOG DEVICES INC COM 032654105 9,336 54,230 SH   SOLE   54,230 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 17,780 285,830 SH   SOLE   285,830 0 0
APPLE INC COM 037833100 93,812 684,952 SH   SOLE   684,952 0 0
ARAMARK COM 03852U106 2,039 54,720 SH   SOLE   54,720 0 0
ASSURANT INC COM 04621X108 28,290 181,140 SH   SOLE   181,140 0 0
BANK NOVA SCOTIA B C COM 064149107 968 14,870 SH   SOLE   14,870 0 0
BAXTER INTL INC COM 071813109 21,259 264,080 SH   SOLE   264,080 0 0
BECTON DICKINSON & CO COM 075887109 16,632 68,390 SH   SOLE   68,390 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,082 16,590 SH   SOLE   16,590 0 0
BIOGEN INC COM 09062X103 4,298 12,410 SH   SOLE   12,410 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 17,789 213,180 SH   SOLE   213,180 0 0
BK OF AMERICA CORP COM 060505104 19,279 467,570 SH   SOLE   467,570 0 0
BOEING CO COM 097023105 3,363 14,040 SH   SOLE   14,040 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,886 46,810 SH   SOLE   46,810 0 0
BURLINGTON STORES INC COM 122017106 8,916 27,690 SH   SOLE   27,690 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,930 44,800 SH   SOLE   44,800 0 0
CARDINAL HEALTH INC COM 14149Y108 5,462 95,670 SH   SOLE   95,670 0 0
CARVANA CO CL A 146869102 14,626 48,460 SH   SOLE   48,460 0 0
CELANESE CORP DEL COM 150870103 2,839 18,730 SH   SOLE   18,730 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,775 31,990 SH   SOLE   31,990 0 0
CHEVRON CORP NEW COM 166764100 6,823 65,140 SH   SOLE   65,140 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,403 4,130 SH   SOLE   4,130 0 0
CINTAS CORP COM 172908105 7,309 19,130 SH   SOLE   19,130 0 0
CITIGROUP INC COM NEW 172967424 21,967 310,500 SH   SOLE   310,500 0 0
COCA COLA CO COM 191216100 8,119 150,050 SH   SOLE   150,050 0 0
COLFAX CORP COM 194014106 14,000 305,620 SH   SOLE   305,620 0 0
COMCAST CORP NEW CL A 20030N101 30,410 533,340 SH   SOLE   533,340 0 0
CONOCOPHILLIPS COM 20825C104 10,853 178,210 SH   SOLE   178,210 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,789 11,920 SH   SOLE   11,920 0 0
CORTEVA INC COM 22052L104 9,600 216,460 SH   SOLE   216,460 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,761 24,670 SH   SOLE   24,670 0 0
CREE INC COM 225447101 1,818 18,570 SH   SOLE   18,570 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,518 53,910 SH   SOLE   53,910 0 0
CROWN HLDGS INC COM 228368106 5,299 51,850 SH   SOLE   51,850 0 0
CVS HEALTH CORP COM 126650100 14,531 174,140 SH   SOLE   174,140 0 0
D R HORTON INC COM 23331A109 5,210 57,650 SH   SOLE   57,650 0 0
DEERE & CO COM 244199105 6,815 19,320 SH   SOLE   19,320 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,137 26,280 SH   SOLE   26,280 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,275 43,690 SH   SOLE   43,690 0 0
DISCOVER FINL SVCS COM 254709108 3,097 26,180 SH   SOLE   26,180 0 0
DISNEY WALT CO COM 254687106 11,308 64,330 SH   SOLE   64,330 0 0
DOCUSIGN INC COM 256163106 4,252 15,210 SH   SOLE   15,210 0 0
DOLLAR GEN CORP NEW COM 256677105 3,261 15,070 SH   SOLE   15,070 0 0
DOVER CORP COM 260003108 5,146 34,170 SH   SOLE   34,170 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,158 14,960 SH   SOLE   14,960 0 0
EASTMAN CHEM CO COM 277432100 6,109 52,330 SH   SOLE   52,330 0 0
EATON CORP PLC SHS G29183103 10,842 73,170 SH   SOLE   73,170 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,771 65,380 SH   SOLE   65,380 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,884 83,140 SH   SOLE   83,140 0 0
EOG RES INC COM 26875P101 2,213 26,520 SH   SOLE   26,520 0 0
EQUINIX INC COM 29444U700 7,457 9,290 SH   SOLE   9,290 0 0
ESSEX PPTY TR INC COM 297178105 19,773 65,910 SH   SOLE   65,910 0 0
ETSY INC COM 29786A106 14,077 68,390 SH   SOLE   68,390 0 0
EXELON CORP COM 30161N101 2,718 61,330 SH   SOLE   61,330 0 0
EXXON MOBIL CORP COM 30231G102 7,717 122,350 SH   SOLE   122,350 0 0
FACEBOOK INC CL A 30303M102 27,344 78,640 SH   SOLE   78,640 0 0
FEDEX CORP COM 31428X106 3,526 11,820 SH   SOLE   11,820 0 0
FIRSTENERGY CORP COM 337932107 2,504 67,270 SH   SOLE   67,270 0 0
FMC CORP COM NEW 302491303 5,360 49,380 SH   SOLE   49,380 0 0
GENERAL ELECTRIC CO COM 369604103 4,794 356,150 SH   SOLE   356,150 0 0
GENERAL MTRS CO COM 37045V100 3,611 61,030 SH   SOLE   61,030 0 0
GILEAD SCIENCES INC COM 375558103 10,365 150,510 SH   SOLE   150,510 0 0
HESS CORP COM 42809H107 4,082 46,750 SH   SOLE   46,750 0 0
HILL-ROM HLDGS INC COM 431475102 5,686 50,060 SH   SOLE   50,060 0 0
HONEYWELL INTL INC COM 438516106 6,302 28,730 SH   SOLE   28,730 0 0
HUNTSMAN CORP COM 447011107 2,172 81,900 SH   SOLE   81,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,752 21,260 SH   SOLE   21,260 0 0
INCYTE CORP COM 45337C102 17,552 208,630 SH   SOLE   208,630 0 0
INTEL CORP COM 458140100 11,471 204,330 SH   SOLE   204,330 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,137 110,680 SH   SOLE   110,680 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,145 7,670 SH   SOLE   7,670 0 0
INTUIT COM 461202103 8,024 16,370 SH   SOLE   16,370 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 619 102,947 SH   SOLE   102,947 0 0
JOHNSON & JOHNSON COM 478160104 6,683 40,566 SH   SOLE   40,566 0 0
JOHNSON CTLS INTL PLC SHS G51502105 4,208 61,300 SH   SOLE   61,300 0 0
JPMORGAN CHASE & CO COM 46625H100 51,361 330,210 SH   SOLE   330,210 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,704 16,600 SH   SOLE   16,600 0 0
KINDER MORGAN INC DEL COM 49456B101 1,858 101,920 SH   SOLE   101,920 0 0
LAM RESEARCH CORP COM 512807108 17,236 26,480 SH   SOLE   26,480 0 0
LAUDER ESTEE COS INC CL A 518439104 26,616 83,680 SH   SOLE   83,680 0 0
LINDE PLC SHS G5494J103 19,526 67,540 SH   SOLE   67,540 0 0
LOWES COS INC COM 548661107 8,820 45,470 SH   SOLE   45,470 0 0
LULULEMON ATHLETICA INC COM 550021109 1,099 3,010 SH   SOLE   3,010 0 0
MARATHON OIL CORP COM 565849106 548 40,250 SH   SOLE   40,250 0 0
MARRIOTT INTL INC NEW CL A 571903202 11,527 84,430 SH   SOLE   84,430 0 0
MARVELL TECHNOLOGY INC COM 573874104 36,858 631,890 SH   SOLE   631,890 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,398 28,480 SH   SOLE   28,480 0 0
MERCADOLIBRE INC COM 58733R102 1,153 740 SH   SOLE   740 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,869 5,680 SH   SOLE   5,680 0 0
MICROSOFT CORP COM 594918104 138,362 510,747 SH   SOLE   510,747 0 0
MONDELEZ INTL INC CL A 609207105 8,607 137,840 SH   SOLE   137,840 0 0
MORGAN STANLEY COM NEW 617446448 5,793 63,190 SH   SOLE   63,190 0 0
NETFLIX INC COM 64110L106 31,398 59,440 SH   SOLE   59,440 0 0
NEXTERA ENERGY INC COM 65339F101 21,409 292,150 SH   SOLE   292,150 0 0
NISOURCE INC COM 65473P105 5,605 228,790 SH   SOLE   228,790 0 0
NORFOLK SOUTHN CORP COM 655844108 20,983 79,060 SH   SOLE   79,060 0 0
NVIDIA CORPORATION COM 67066G104 55,200 68,990 SH   SOLE   68,990 0 0
OKTA INC CL A 679295105 4,745 19,390 SH   SOLE   19,390 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,250 163,280 SH   SOLE   163,280 0 0
OTIS WORLDWIDE CORP COM 68902V107 27,417 335,300 SH   SOLE   335,300 0 0
PAYPAL HLDGS INC COM 70450Y103 13,344 45,780 SH   SOLE   45,780 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,872 15,090 SH   SOLE   15,090 0 0
PEPSICO INC COM 713448108 7,416 50,050 SH   SOLE   50,050 0 0
PIONEER NAT RES CO COM 723787107 2,262 13,920 SH   SOLE   13,920 0 0
PLANET FITNESS INC CL A 72703H101 3,507 46,610 SH   SOLE   46,610 0 0
POOL CORP COM 73278L105 7,691 16,770 SH   SOLE   16,770 0 0
PPG INDS INC COM 693506107 2,354 13,870 SH   SOLE   13,870 0 0
PROCTER AND GAMBLE CO COM 742718109 18,193 134,830 SH   SOLE   134,830 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 22,259 260,920 SH   SOLE   260,920 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,703 8,420 SH   SOLE   8,420 0 0
REPUBLIC SVCS INC COM 760759100 9,197 83,480 SH   SOLE   83,480 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,132 10,950 SH   SOLE   10,950 0 0
ROYAL BK CDA COM 780087102 965 9,530 SH   SOLE   9,530 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,099 153,590 SH   SOLE   153,590 0 0
S&P GLOBAL INC COM 78409V104 14,953 36,430 SH   SOLE   36,430 0 0
SALESFORCE COM INC COM 79466L302 8,376 34,290 SH   SOLE   34,290 0 0
SCHLUMBERGER LTD COM STK 806857108 2,450 76,530 SH   SOLE   76,530 0 0
SEMPRA ENERGY COM 816851109 3,045 22,990 SH   SOLE   22,990 0 0
SERVICENOW INC COM 81762P102 6,293 11,450 SH   SOLE   11,450 0 0
SHERWIN WILLIAMS CO COM 824348106 1,553 5,700 SH   SOLE   5,700 0 0
SQUARE INC CL A 852234103 11,524 47,270 SH   SOLE   47,270 0 0
STARBUCKS CORP COM 855244109 5,500 49,190 SH   SOLE   49,190 0 0
TARGET CORP COM 87612E106 5,468 22,620 SH   SOLE   22,620 0 0
TESLA INC COM 88160R101 18,257 26,860 SH   SOLE   26,860 0 0
TJX COS INC NEW COM 872540109 2,498 37,050 SH   SOLE   37,050 0 0
T-MOBILE US INC COM 872590104 34,044 235,060 SH   SOLE   235,060 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,935 15,940 SH   SOLE   15,940 0 0
TRANSDIGM GROUP INC COM 893641100 5,916 9,140 SH   SOLE   9,140 0 0
TYSON FOODS INC CL A 902494103 2,853 38,670 SH   SOLE   38,670 0 0
ULTA BEAUTY INC COM 90384S303 2,129 6,160 SH   SOLE   6,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 61,868 154,500 SH   SOLE   154,500 0 0
VALERO ENERGY CORP COM 91913Y100 8,562 109,660 SH   SOLE   109,660 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,406 132,180 SH   SOLE   132,180 0 0
VISA INC COM CL A 92826C839 58,172 248,790 SH   SOLE   248,790 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,235 61,500 SH   SOLE   61,500 0 0
WALMART INC COM 931142103 23,578 167,195 SH   SOLE   167,195 0 0
WESTROCK CO COM 96145D105 2,879 54,080 SH   SOLE   54,080 0 0
ZOETIS INC CL A 98978V103 10,742 57,640 SH   SOLE   57,640 0 0