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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,747 175,496 SH   SOLE   175,496 0 0
ACTIVISION BLIZZARD INC COM 00507V109 26,058 559,536 SH   SOLE   559,536 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,732 180,435 SH   SOLE   180,435 0 0
ALLERGAN PLC SHS G0177J108 24,299 181,800 SH   SOLE   181,800 0 0
AMBEV SA SPONSORED ADR 02319V103 33,646 8,583,177 SH   SOLE   8,583,177 0 0
AMC NETWORKS INC CL A 00164V103 34,262 624,300 SH   SOLE   624,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 36,063 397,305 SH   SOLE   397,305 0 0
AMPHENOL CORP NEW CL A 032095101 34,259 422,848 SH   SOLE   422,848 0 0
ANALOG DEVICES INC COM 032654105 27,544 320,916 SH   SOLE   320,916 0 0
BAUSCH HEALTH COS INC COM 071734107 30,256 1,638,120 SH   SOLE   1,638,120 0 0
BAXTER INTL INC COM 071813109 27,578 418,996 SH   SOLE   418,996 0 0
BECTON DICKINSON & CO COM 075887109 26,002 115,400 SH   SOLE   115,400 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 26,930 518,088 SH   SOLE   518,088 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 34,895 362,547 SH   SOLE   362,547 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 36,704 844,164 SH   SOLE   844,164 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 23,180 470,188 SH   SOLE   470,188 0 0
CELANESE CORP DEL COM 150870103 36,158 401,894 SH   SOLE   401,894 0 0
CERNER CORP COM 156782104 32,986 629,030 SH   SOLE   629,030 0 0
CHEVRON CORP NEW COM 166764100 20,933 192,412 SH   SOLE   192,412 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 25,648 59,400 SH   SOLE   59,400 0 0
CHURCH & DWIGHT INC COM 171340102 35,970 546,988 SH   SOLE   546,988 0 0
CONOCOPHILLIPS COM 20825C104 26,894 431,336 SH   SOLE   431,336 0 0
CONSTELLATION BRANDS INC CL A 21036P108 23,418 145,616 SH   SOLE   145,616 0 0
CREE INC COM 225447101 36,030 842,308 SH   SOLE   842,308 0 0
DANAHER CORP DEL COM 235851102 28,412 275,524 SH   SOLE   275,524 0 0
DEXCOM INC COM 252131107 35,700 298,000 SH   SOLE   298,000 0 0
DOLLAR GEN CORP NEW COM 256677105 36,349 336,318 SH   SOLE   336,318 0 0
EAGLE MATERIALS INC COM 26969P108 34,958 572,800 SH   SOLE   572,800 0 0
EATON VANCE CORP COM NON VTG 278265103 34,901 992,076 SH   SOLE   992,076 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 36,660 239,341 SH   SOLE   239,341 0 0
ELECTRONIC ARTS INC COM 285512109 26,407 334,652 SH   SOLE   334,652 0 0
ENCOMPASS HEALTH CORP COM 29261A100 31,553 511,400 SH   SOLE   511,400 0 0
EOG RES INC COM 26875P101 23,756 272,396 SH   SOLE   272,396 0 0
FACEBOOK INC CL A 30303M102 27,109 206,800 SH   SOLE   206,800 0 0
FISERV INC COM 337738108 35,185 478,772 SH   SOLE   478,772 0 0
FORTIVE CORP COM 34959J108 33,798 499,525 SH   SOLE   499,525 0 0
FREEPORT-MCMORAN INC CL B 35671D857 19,190 1,861,312 SH   SOLE   1,861,312 0 0
GRAND CANYON ED INC COM 38526M106 31,317 325,748 SH   SOLE   325,748 0 0
HOME DEPOT INC COM 437076102 27,984 162,871 SH   SOLE   162,871 0 0
HP INC COM 40434L105 32,908 1,608,400 SH   SOLE   1,608,400 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 27,995 147,100 SH   SOLE   147,100 0 0
ILLUMINA INC COM 452327109 26,577 88,612 SH   SOLE   88,612 0 0
INGREDION INC COM 457187102 33,855 370,400 SH   SOLE   370,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,089 465,803 SH   SOLE   465,803 0 0
INTUIT COM 461202103 27,363 139,004 SH   SOLE   139,004 0 0
IQVIA HLDGS INC COM 46266C105 34,877 300,222 SH   SOLE   300,222 0 0
HENRY JACK & ASSOC INC COM 426281101 33,791 267,079 SH   SOLE   267,079 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 34,727 363,820 SH   SOLE   363,820 0 0
KINDER MORGAN INC DEL COM 49456B101 33,493 2,177,700 SH   SOLE   2,177,700 0 0
LAM RESEARCH CORP COM 512807108 27,126 199,208 SH   SOLE   199,208 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 33,753 591,539 SH   SOLE   591,539 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 34,729 682,978 SH   SOLE   682,978 0 0
MCDONALDS CORP COM 580135101 26,606 149,836 SH   SOLE   149,836 0 0
MEDNAX INC COM 58502B106 31,490 954,240 SH   SOLE   954,240 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 36,458 2,069,126 SH   SOLE   2,069,126 0 0
MERCADOLIBRE INC COM 58733R102 32,686 111,614 SH   SOLE   111,614 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 35,648 940,073 SH   SOLE   940,073 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 35,731 496,812 SH   SOLE   496,812 0 0
MICROSOFT CORP COM 594918104 26,887 264,713 SH   SOLE   264,713 0 0
MKS INSTRUMENT INC COM 55306N104 33,443 517,608 SH   SOLE   517,608 0 0
MONDELEZ INTL INC CL A 609207105 33,565 838,500 SH   SOLE   838,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 34,768 299,080 SH   SOLE   299,080 0 0
MRC GLOBAL INC COM 55345K103 30,598 2,501,895 SH   SOLE   2,501,895 0 0
NASDAQ INC COM 631103108 33,748 413,726 SH   SOLE   413,726 0 0
NAVISTAR INTL CORP NEW COM 63934E108 35,462 1,366,542 SH   SOLE   1,366,542 0 0
NEOGEN CORP COM 640491106 34,044 597,260 SH   SOLE   597,260 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 36,250 911,952 SH   SOLE   911,952 0 0
ONE GAS INC COM 68235P108 34,395 432,100 SH   SOLE   432,100 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,597 80,147 SH   SOLE   80,147 0 0
PAYPAL HLDGS INC COM 70450Y103 29,289 348,304 SH   SOLE   348,304 0 0
PROCTER AND GAMBLE CO COM 742718109 27,843 302,900 SH   SOLE   302,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 32,997 396,268 SH   SOLE   396,268 0 0
RALPH LAUREN CORP CL A 751212101 33,861 327,284 SH   SOLE   327,284 0 0
REPLIGEN CORP COM 759916109 32,281 612,077 SH   SOLE   612,077 0 0
REPUBLIC SVCS INC COM 760759100 34,759 482,164 SH   SOLE   482,164 0 0
RESMED INC COM 761152107 37,566 329,900 SH   SOLE   329,900 0 0
ROCKWELL AUTOMATION INC COM 773903109 33,045 219,600 SH   SOLE   219,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 34,053 127,770 SH   SOLE   127,770 0 0
S&P GLOBAL INC COM 78409V104 27,110 159,526 SH   SOLE   159,526 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 31,597 1,853,200 SH   SOLE   1,853,200 0 0
SOUTHWEST AIRLS CO COM 844741108 32,165 692,020 SH   SOLE   692,020 0 0
STRYKER CORP COM 863667101 34,667 221,164 SH   SOLE   221,164 0 0
SYNOPSYS INC COM 871607107 34,494 409,471 SH   SOLE   409,471 0 0
SYSCO CORP COM 871829107 26,348 420,496 SH   SOLE   420,496 0 0
TABLEAU SOFTWARE INC CL A 87336U105 37,901 315,838 SH   SOLE   315,838 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 41,761 1,099,836 SH   SOLE   1,099,836 0 0
TARGET CORP COM 87612E106 27,176 411,204 SH   SOLE   411,204 0 0
TE CONNECTIVITY LTD REG SHS H84989104 36,642 484,490 SH   SOLE   484,490 0 0
TECHNIPFMC PLC COM G87110105 30,868 1,576,516 SH   SOLE   1,576,516 0 0
TERADATA CORP DEL COM 88076W103 37,989 990,341 SH   SOLE   990,341 0 0
TEXAS INSTRS INC COM 882508104 27,026 285,988 SH   SOLE   285,988 0 0
TEXAS ROADHOUSE INC COM 882681109 33,469 560,620 SH   SOLE   560,620 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 26,719 119,392 SH   SOLE   119,392 0 0
THOR INDS INC COM 885160101 34,736 668,000 SH   SOLE   668,000 0 0
TWITTER INC COM 90184L102 25,341 881,716 SH   SOLE   881,716 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,443 106,147 SH   SOLE   106,147 0 0
VAIL RESORTS INC COM 91879Q109 33,872 160,668 SH   SOLE   160,668 0 0
V F CORP COM 918204108 32,927 461,552 SH   SOLE   461,552 0 0
VMWARE INC CL A COM 928563402 24,702 180,136 SH   SOLE   180,136 0 0
WASTE MGMT INC DEL COM 94106L109 35,418 397,996 SH   SOLE   397,996 0 0
WORKDAY INC CL A 98138H101 40,946 256,426 SH   SOLE   256,426 0 0
WORLDPAY INC CL A 981558109 26,612 348,184 SH   SOLE   348,184 0 0
XILINX INC COM 983919101 35,961 422,226 SH   SOLE   422,226 0 0
XYLEM INC COM 98419M100 35,408 530,700 SH   SOLE   530,700 0 0
YUM BRANDS INC COM 988498101 29,830 324,524 SH   SOLE   324,524 0 0
ZOETIS INC CL A 98978V103 27,033 316,024 SH   SOLE   316,024 0 0