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 14,991 92,480 SH   SOLE   92,480 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,426 33,880 SH   SOLE   33,880 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 32,181 70,630 SH   SOLE   70,630 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 339 2,850 SH   SOLE   2,850 0 0
ALLY FINL INC COM 02005N100 4,063 93,450 SH   SOLE   93,450 0 0
ALPHABET INC CAP STK CL C 02079K107 89,985 32,218 SH   SOLE   32,218 0 0
AMAZON COM INC COM 023135106 77,685 23,830 SH   SOLE   23,830 0 0
AMERICAN EXPRESS CO COM 025816109 12,206 65,270 SH   SOLE   65,270 0 0
AMERIPRISE FINL INC COM 03076C106 20,995 69,900 SH   SOLE   69,900 0 0
AMETEK INC COM 031100100 1,599 12,010 SH   SOLE   12,010 0 0
AMGEN INC COM 031162100 8,152 33,710 SH   SOLE   33,710 0 0
AMPHENOL CORP NEW CL A 032095101 12,361 164,050 SH   SOLE   164,050 0 0
APA CORPORATION COM 03743Q108 374 9,050 SH   SOLE   9,050 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 16,617 268,070 SH   SOLE   268,070 0 0
APPLE INC COM 037833100 105,461 603,972 SH   SOLE   603,972 0 0
ARISTA NETWORKS INC COM 040413106 4,006 28,830 SH   SOLE   28,830 0 0
ASSURANT INC COM 04621X108 27,752 152,630 SH   SOLE   152,630 0 0
AUTOZONE INC COM 053332102 5,521 2,700 SH   SOLE   2,700 0 0
BANK NOVA SCOTIA B C COM 064149107 1,145 15,960 SH   SOLE   15,960 0 0
BECTON DICKINSON & CO COM 075887109 15,595 58,630 SH   SOLE   58,630 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,212 89,930 SH   SOLE   89,930 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,869 218,780 SH   SOLE   218,780 0 0
BK OF AMERICA CORP COM 060505104 34,778 843,720 SH   SOLE   843,720 0 0
BLOCK INC CL A 852234103 8,630 63,640 SH   SOLE   63,640 0 0
BOEING CO COM 097023105 3,531 18,440 SH   SOLE   18,440 0 0
BOSTON PROPERTIES INC COM 101121101 7,853 60,970 SH   SOLE   60,970 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,816 36,290 SH   SOLE   36,290 0 0
BROADCOM INC COM 11135F101 8,709 13,830 SH   SOLE   13,830 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,853 37,590 SH   SOLE   37,590 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,702 26,700 SH   SOLE   26,700 0 0
CHEVRON CORP NEW COM 166764100 12,777 78,470 SH   SOLE   78,470 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,883 1,190 SH   SOLE   1,190 0 0
CINTAS CORP COM 172908105 7,793 18,320 SH   SOLE   18,320 0 0
CITIGROUP INC COM NEW 172967424 1,478 27,670 SH   SOLE   27,670 0 0
CLEAN ENERGY FUELS CORP COM 184499101 580 73,110 SH   SOLE   73,110 0 0
COCA COLA CO COM 191216100 10,617 171,260 SH   SOLE   171,260 0 0
COMCAST CORP NEW CL A 20030N101 30,102 642,950 SH   SOLE   642,950 0 0
CONOCOPHILLIPS COM 20825C104 16,282 162,820 SH   SOLE   162,820 0 0
CORTEVA INC COM 22052L104 2,481 43,160 SH   SOLE   43,160 0 0
COSTCO WHSL CORP NEW COM 22160K105 28,970 50,310 SH   SOLE   50,310 0 0
CROCS INC COM 227046109 1,492 19,530 SH   SOLE   19,530 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,011 37,980 SH   SOLE   37,980 0 0
CROWN HLDGS INC COM 228368106 7,007 56,020 SH   SOLE   56,020 0 0
CVS HEALTH CORP COM 126650100 13,546 133,850 SH   SOLE   133,850 0 0
D R HORTON INC COM 23331A109 3,885 52,140 SH   SOLE   52,140 0 0
DEERE & CO COM 244199105 4,844 11,660 SH   SOLE   11,660 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,307 39,010 SH   SOLE   39,010 0 0
DEXCOM INC COM 252131107 9,992 19,530 SH   SOLE   19,530 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,173 15,850 SH   SOLE   15,850 0 0
DISNEY WALT CO COM 254687106 9,099 66,340 SH   SOLE   66,340 0 0
DOLLAR GEN CORP NEW COM 256677105 7,325 32,900 SH   SOLE   32,900 0 0
DOLLAR TREE INC COM 256746108 1,757 10,970 SH   SOLE   10,970 0 0
DOVER CORP COM 260003108 2,397 15,280 SH   SOLE   15,280 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,481 20,120 SH   SOLE   20,120 0 0
EASTMAN CHEM CO COM 277432100 4,804 42,870 SH   SOLE   42,870 0 0
EATON CORP PLC SHS G29183103 8,226 54,200 SH   SOLE   54,200 0 0
ECOLAB INC COM 278865100 3,740 21,180 SH   SOLE   21,180 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,902 67,120 SH   SOLE   67,120 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,708 103,800 SH   SOLE   103,800 0 0
ENPHASE ENERGY INC COM 29355A107 1,911 9,470 SH   SOLE   9,470 0 0
EQUINIX INC COM 29444U700 6,482 8,740 SH   SOLE   8,740 0 0
ESSEX PPTY TR INC COM 297178105 21,925 63,460 SH   SOLE   63,460 0 0
ETSY INC COM 29786A106 1,493 12,010 SH   SOLE   12,010 0 0
FEDEX CORP COM 31428X106 7,198 31,110 SH   SOLE   31,110 0 0
FIRSTENERGY CORP COM 337932107 3,448 75,190 SH   SOLE   75,190 0 0
FMC CORP COM NEW 302491303 7,491 56,790 SH   SOLE   56,790 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,122 45,048 SH   SOLE   45,048 0 0
HALLIBURTON CO COM 406216101 1,705 45,030 SH   SOLE   45,030 0 0
HCA HEALTHCARE INC COM 40412C101 7,113 28,380 SH   SOLE   28,380 0 0
HOME DEPOT INC COM 437076102 7,265 24,270 SH   SOLE   24,270 0 0
HUNTSMAN CORP COM 447011107 2,406 64,140 SH   SOLE   64,140 0 0
ILLINOIS TOOL WKS INC COM 452308109 6,077 29,020 SH   SOLE   29,020 0 0
ILLUMINA INC COM 452327109 3,613 10,340 SH   SOLE   10,340 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 20,066 151,880 SH   SOLE   151,880 0 0
INTUIT COM 461202103 9,396 19,540 SH   SOLE   19,540 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,433 251,027 SH   SOLE   251,027 0 0
JOHNSON CTLS INTL PLC SHS G51502105 12,604 192,230 SH   SOLE   192,230 0 0
JPMORGAN CHASE & CO COM 46625H100 35,029 256,960 SH   SOLE   256,960 0 0
KINDER MORGAN INC DEL COM 49456B101 3,846 203,360 SH   SOLE   203,360 0 0
LAM RESEARCH CORP COM 512807108 14,285 26,560 SH   SOLE   26,560 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,648 43,440 SH   SOLE   43,440 0 0
LAUDER ESTEE COS INC CL A 518439104 7,411 27,220 SH   SOLE   27,220 0 0
LINDE PLC SHS G5494J103 24,161 75,640 SH   SOLE   75,640 0 0
LOWES COS INC COM 548661107 17,455 86,330 SH   SOLE   86,330 0 0
MARATHON OIL CORP COM 565849106 2,572 102,420 SH   SOLE   102,420 0 0
MARATHON PETE CORP COM 56585A102 15,053 176,050 SH   SOLE   176,050 0 0
MARRIOTT INTL INC NEW CL A 571903202 13,088 74,470 SH   SOLE   74,470 0 0
MARVELL TECHNOLOGY INC COM 573874104 35,483 494,810 SH   SOLE   494,810 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,377 23,440 SH   SOLE   23,440 0 0
MCDONALDS CORP COM 580135101 20,977 84,830 SH   SOLE   84,830 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,754 4,190 SH   SOLE   4,190 0 0
MICROSOFT CORP COM 594918104 132,847 430,887 SH   SOLE   430,887 0 0
MONDELEZ INTL INC CL A 609207105 9,837 156,710 SH   SOLE   156,710 0 0
NETFLIX INC COM 64110L106 17,501 46,720 SH   SOLE   46,720 0 0
NEXTERA ENERGY INC COM 65339F101 25,373 299,530 SH   SOLE   299,530 0 0
NISOURCE INC COM 65473P105 5,859 184,250 SH   SOLE   184,250 0 0
NORFOLK SOUTHN CORP COM 655844108 21,554 75,570 SH   SOLE   75,570 0 0
NVIDIA CORPORATION COM 67066G104 57,494 210,710 SH   SOLE   210,710 0 0
OCCIDENTAL PETE CORP COM 674599105 2,996 52,810 SH   SOLE   52,810 0 0
OKTA INC CL A 679295105 2,853 18,900 SH   SOLE   18,900 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,911 142,330 SH   SOLE   142,330 0 0
ORACLE CORP COM 68389X105 4,666 56,410 SH   SOLE   56,410 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,822 2,660 SH   SOLE   2,660 0 0
OTIS WORLDWIDE CORP COM 68902V107 18,091 235,080 SH   SOLE   235,080 0 0
PFIZER INC COM 717081103 29,359 567,100 SH   SOLE   567,100 0 0
PHILIP MORRIS INTL INC COM 718172109 6,902 73,480 SH   SOLE   73,480 0 0
PIONEER NAT RES CO COM 723787107 4,144 16,570 SH   SOLE   16,570 0 0
PLANET FITNESS INC CL A 72703H101 3,715 43,970 SH   SOLE   43,970 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,054 43,660 SH   SOLE   43,660 0 0
POOL CORP COM 73278L105 4,617 10,920 SH   SOLE   10,920 0 0
PROCTER AND GAMBLE CO COM 742718109 29,791 194,970 SH   SOLE   194,970 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 25,262 254,990 SH   SOLE   254,990 0 0
REGENERON PHARMACEUTICALS COM 75886F107 21,867 31,310 SH   SOLE   31,310 0 0
REPUBLIC SVCS INC COM 760759100 10,036 75,560 SH   SOLE   75,560 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,113 14,690 SH   SOLE   14,690 0 0
ROYAL BK CDA COM 780087102 1,336 12,120 SH   SOLE   12,120 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,757 164,200 SH   SOLE   164,200 0 0
S&P GLOBAL INC COM 78409V104 18,047 44,000 SH   SOLE   44,000 0 0
SALESFORCE COM INC COM 79466L302 6,813 32,090 SH   SOLE   32,090 0 0
SCHLUMBERGER LTD COM STK 806857108 3,489 84,460 SH   SOLE   84,460 0 0
SEMPRA COM 816851109 8,628 51,320 SH   SOLE   51,320 0 0
SERVICENOW INC COM 81762P102 5,362 9,630 SH   SOLE   9,630 0 0
SVB FINANCIAL GROUP COM 78486Q101 3,223 5,760 SH   SOLE   5,760 0 0
TARGET CORP COM 87612E106 2,773 13,070 SH   SOLE   13,070 0 0
TESLA INC COM 88160R101 29,332 27,220 SH   SOLE   27,220 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,738 24,950 SH   SOLE   24,950 0 0
TJX COS INC NEW COM 872540109 2,405 39,710 SH   SOLE   39,710 0 0
T-MOBILE US INC COM 872590104 17,083 133,100 SH   SOLE   133,100 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,495 16,340 SH   SOLE   16,340 0 0
TRANSDIGM GROUP INC COM 893641100 5,975 9,170 SH   SOLE   9,170 0 0
TYSON FOODS INC CL A 902494103 3,292 36,730 SH   SOLE   36,730 0 0
ULTA BEAUTY INC COM 90384S303 5,324 13,370 SH   SOLE   13,370 0 0
UNITEDHEALTH GROUP INC COM 91324P102 58,066 113,860 SH   SOLE   113,860 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,712 328,070 SH   SOLE   328,070 0 0
VISA INC COM CL A 92826C839 50,200 226,360 SH   SOLE   226,360 0 0
WALMART INC COM 931142103 11,958 80,295 SH   SOLE   80,295 0 0
WELLS FARGO CO NEW COM 949746101 7,499 154,760 SH   SOLE   154,760 0 0
WINGSTOP INC COM 974155103 1,206 10,270 SH   SOLE   10,270 0 0
XYLEM INC COM 98419M100 4,038 47,350 SH   SOLE   47,350 0 0
ZOETIS INC CL A 98978V103 13,388 70,990 SH   SOLE   70,990 0 0