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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CL A 02079K305   1,605,292,700 11,491,000 SH   SOLE   11,491,000 0 0
AMAZON.COM INC. COM 023135106   1,283,589,120 8,448,000 SH   SOLE   8,448,000 0 0
AMETEK INC COM 031100100   464,885,095 2,819,365 SH   SOLE   2,819,365 0 0
AMPHENOL CORPORATION CL A 032095101   769,779,080 7,763,000 SH   SOLE   7,763,000 0 0
ANALOG DEVICES COM 032654105   233,308,000 1,175,000 SH   SOLE   1,175,000 0 0
ANSYS INC COM 03662Q105   145,144,000 400,000 SH   SOLE   400,000 0 0
BATH & BODY WORKS INC COM 070830104   43,140,000 1,000,000 SH   SOLE   1,000,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   106,948,500 1,850,000 SH   SOLE   1,850,000 0 0
BROWN-FORMAN CORP COM 115637209   91,312,000 1,600,000 SH   SOLE   1,600,000 0 0
CINTAS CORPORATION COM 172908105   245,583,950 407,500 SH   SOLE   407,500 0 0
COSTCO WHOLESALE CORP COM 22160K105   184,858,800 280,000 SH   SOLE   280,000 0 0
DANAHER CORP COM 235851102   161,994,000 700,000 SH   SOLE   700,000 0 0
DOLLAR GENERAL COM 256677105   280,321,408 2,062,400 SH   SOLE   2,062,400 0 0
ECOLAB COM 278865100   411,932,346 2,076,900 SH   SOLE   2,076,900 0 0
ELI LILLY & CO COM 532457108   230,364,000 395,000 SH   SOLE   395,000 0 0
GRACO INC COM 384109104   164,901,000 1,900,000 SH   SOLE   1,900,000 0 0
IDEX CORP COM 45167R104   169,600,253 781,172 SH   SOLE   781,172 0 0
ILLINOIS TOOL WORKS INC COM 452308109   294,671,250 1,125,000 SH   SOLE   1,125,000 0 0
INTEL CORP COM 458140100   251,250,000 5,000,000 SH   SOLE   5,000,000 0 0
KLA CORP COM 482480100   165,670,500 285,000 SH   SOLE   285,000 0 0
LAUDER (ESTEE) CO. CL A 518439104   379,451,656 2,593,300 SH   SOLE   2,593,300 0 0
MCCORMICK & CO INC/MD COM 579780206   92,340,000 1,350,000 SH   SOLE   1,350,000 0 0
MICROSOFT CORP COM 594918104   1,710,014,590 4,549,000 SH   SOLE   4,549,000 0 0
NETFLIX INC COM 64110L106   231,258,500 475,000 SH   SOLE   475,000 0 0
NIKE INC CL B 654106103   626,420,848 5,772,400 SH   SOLE   5,772,400 0 0
RESMED INC COM 761152107   85,144,606 494,998 SH   SOLE   494,998 0 0
ROCKWELL AUTOMATION INC COM 773903109   339,288,725 1,093,175 SH   SOLE   1,093,175 0 0
SALESFORCE COM INC COM 79466L302   221,062,800 840,000 SH   SOLE   840,000 0 0
S&P GLOBAL INC COM 78409V104   253,339,250 575,000 SH   SOLE   575,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102   399,421,496 2,125,600 SH   SOLE   2,125,600 0 0
TEXAS INSTRUMENTS COM 882508104   712,268,760 4,179,000 SH   SOLE   4,179,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   750,110,880 1,412,000 SH   SOLE   1,412,000 0 0
TJX COS INC COM 872540109   1,189,127,457 12,677,265 SH   SOLE   12,677,265 0 0
TRACTOR SUPPLY CO COM 892356106   161,272,500 750,000 SH   SOLE   750,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   97,588,000 400,000 SH   SOLE   400,000 0 0
ULTA BEAUTY INC COM 90384S303   221,152,338 451,405 SH   SOLE   451,405 0 0
VAREX IMAGING CORPORATION COM 92214X106   16,400,000 800,000 SH   SOLE   800,000 0 0
VISA INC A CL A 92826C839   1,024,612,875 3,932,500 SH   SOLE   3,932,500 0 0
WALT DISNEY CO/THE COM 254687106   275,354,000 3,050,000 SH   SOLE   3,050,000 0 0