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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   137,790,000 1,800,000 SH   SOLE   1,800,000 0 0
ALPHABET INC CL A 02079K305   1,745,520,920 19,786,000 SH   SOLE   19,786,000 0 0
AMAZON.COM INC. COM 023135106   873,224,040 10,398,000 SH   SOLE   10,398,000 0 0
AMETEK INC COM 031100100   675,457,478 4,834,365 SH   SOLE   4,834,365 0 0
AMPHENOL CORPORATION CL A 032095101   1,032,686,820 13,563,000 SH   SOLE   13,563,000 0 0
BATH & BODY WORKS INC COM 070830104   147,490,000 3,500,000 SH   SOLE   3,500,000 0 0
CINTAS CORPORATION COM 172908105   116,222,625 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105   475,380,304 1,930,400 SH   SOLE   1,930,400 0 0
ECOLAB COM 278865100   397,961,040 2,734,000 SH   SOLE   2,734,000 0 0
FIRST REPUBLIC BANK COM 33616C100   867,318,899 7,115,587 SH   SOLE   7,115,587 0 0
GRACO INC COM 384109104   295,812,000 4,400,000 SH   SOLE   4,400,000 0 0
LAUDER (ESTEE) CO. CL A 518439104   695,807,093 2,803,300 SH   SOLE   2,803,300 0 0
MICROSOFT CORP COM 594918104   2,276,131,620 9,491,000 SH   SOLE   9,491,000 0 0
NIKE INC CL B 654106103   599,423,248 5,122,400 SH   SOLE   5,122,400 0 0
RESMED INC COM 761152107   103,004,134 494,998 SH   SOLE   494,998 0 0
ROCKWELL AUTOMATION INC COM 773903109   776,092,156 3,013,365 SH   SOLE   3,013,365 0 0
ROSS STORES INC COM 778296103   191,298,661 1,648,700 SH   SOLE   1,648,700 0 0
SALESFORCE COM INC COM 79466L302   111,375,600 840,000 SH   SOLE   840,000 0 0
SIGNATURE BANK COM 82669G104   320,200,400 2,780,000 SH   SOLE   2,780,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102   309,847,608 3,925,600 SH   SOLE   3,925,600 0 0
SVB FINANCIAL GROUP COM 78486Q101   605,613,000 2,633,100 SH   SOLE   2,633,100 0 0
TEXAS INSTRUMENTS COM 882508104   731,715,090 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   796,848,430 1,447,000 SH   SOLE   1,447,000 0 0
TJX COS INC COM 872540109   1,324,326,294 16,637,265 SH   SOLE   16,637,265 0 0
ULTA BEAUTY INC COM 90384S303   413,941,745 882,605 SH   SOLE   882,605 0 0
VAREX IMAGING CORPORATION COM 92214X106   36,247,500 1,790,000 SH   SOLE   1,790,000 0 0
VISA INC A CL A 92826C839   848,506,800 4,082,500 SH   SOLE   4,082,500 0 0