The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| Abbott Laboratories | COM | 002824100 | 135,968 | 1,616,740 | SH | SOLE | 1,616,740 | 0 | 0 | ||
| Air Products & Chemicals Inc | COM | 009158106 | 111,985 | 494,699 | SH | SOLE | 494,699 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 226,008 | 119,352 | SH | SOLE | 119,352 | 0 | 0 | ||
| Centene Corp | COM | 15135B101 | 31,703 | 604,565 | SH | SOLE | 604,565 | 0 | 0 | ||
| Costco Wholesale Corp | COM | 22160K105 | 35,902 | 135,859 | SH | SOLE | 135,859 | 0 | 0 | ||
| Danaher Corp | COM | 235851102 | 102,143 | 714,686 | SH | SOLE | 714,686 | 0 | 0 | ||
| DuPont de Nemours Inc | COM | 26614N102 | 11,715 | 156,051 | SH | SOLE | 156,051 | 0 | 0 | ||
| Exact Sciences Corp | COM | 30063P105 | 104,779 | 887,659 | SH | SOLE | 887,659 | 0 | 0 | ||
| FMC Corp | COM | 302491303 | 24,129 | 290,893 | SH | SOLE | 290,893 | 0 | 0 | ||
| Halfmoon Parent Inc | COM | 125523100 | 84,163 | 534,199 | SH | SOLE | 534,199 | 0 | 0 | ||
| Home Depot Inc/The | COM | 437076102 | 91,323 | 439,115 | SH | SOLE | 439,115 | 0 | 0 | ||
| Illumina Inc | COM | 452327109 | 9,763 | 26,518 | SH | SOLE | 26,518 | 0 | 0 | ||
| Intuitive Surgical Inc | COM | 46120E602 | 17,943 | 34,207 | SH | SOLE | 34,207 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 82,364 | 591,358 | SH | SOLE | 591,358 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 63,213 | 2,375,528 | SH | SOLE | 2,375,528 | 0 | 0 | ||
| LyondellBasell Industries NV | COM | N53745100 | 12,020 | 139,561 | SH | SOLE | 139,561 | 0 | 0 | ||
| Marriott International Inc/DE | COM | 571903202 | 43,957 | 313,328 | SH | SOLE | 313,328 | 0 | 0 | ||
| Merck & Co Inc | COM | 58933Y105 | 45,874 | 547,097 | SH | SOLE | 547,097 | 0 | 0 | ||
| NIKE Inc | COM | 654106103 | 42,217 | 502,884 | SH | SOLE | 502,884 | 0 | 0 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 48,062 | 130,137 | SH | SOLE | 130,137 | 0 | 0 | ||
| Quintiles Transnational Holdings Inc | COM | 46266C105 | 10,360 | 64,388 | SH | SOLE | 64,388 | 0 | 0 | ||
| Sherwin-Williams Co/The | COM | 824348106 | 19,395 | 42,322 | SH | SOLE | 42,322 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 79,712 | 387,744 | SH | SOLE | 387,744 | 0 | 0 | ||
| Teladoc Inc | COM | 87918A105 | 15,954 | 240,241 | SH | SOLE | 240,241 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 41,027 | 139,699 | SH | SOLE | 139,699 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 44,841 | 847,985 | SH | SOLE | 847,985 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 120,818 | 495,136 | SH | SOLE | 495,136 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 37,640 | 205,256 | SH | SOLE | 205,256 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 64,228 | 581,306 | SH | SOLE | 581,306 | 0 | 0 | ||