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 32,777 177,396 SH   SOLE   177,396 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,405 191,235 SH   SOLE   191,235 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 43,115 390,000 SH   SOLE   390,000 0 0
ALPHABET INC CAP STK CL A 02079K305 29,885 27,600 SH   SOLE   27,600 0 0
AMAZON COM INC COM 023135106 34,068 17,991 SH   SOLE   17,991 0 0
AMBEV SA SPONSORED ADR 02319V103 43,064 9,221,377 SH   SOLE   9,221,377 0 0
AMERICAN ELEC PWR CO INC COM 025537101 30,346 344,800 SH   SOLE   344,800 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 40,693 350,805 SH   SOLE   350,805 0 0
AMPHENOL CORP NEW CL A 032095101 42,295 440,848 SH   SOLE   440,848 0 0
ANALOG DEVICES INC COM 032654105 36,357 322,116 SH   SOLE   322,116 0 0
ATLASSIAN CORP PLC CL A G06242104 42,575 325,400 SH   SOLE   325,400 0 0
ATMOS ENERGY CORP COM 049560105 33,104 313,600 SH   SOLE   313,600 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 35,733 417,339 SH   SOLE   417,339 0 0
BAUSCH HEALTH COS INC COM 071734107 45,106 1,788,520 SH   SOLE   1,788,520 0 0
BAXTER INTL INC COM 071813109 33,767 412,296 SH   SOLE   412,296 0 0
BECTON DICKINSON & CO COM 075887109 34,198 135,700 SH   SOLE   135,700 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 40,902 320,347 SH   SOLE   320,347 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 44,190 624,064 SH   SOLE   624,064 0 0
CELANESE CORP DEL COM 150870103 42,494 394,194 SH   SOLE   394,194 0 0
CHEVRON CORP NEW COM 166764100 25,636 206,012 SH   SOLE   206,012 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 35,178 48,000 SH   SOLE   48,000 0 0
CINTAS CORP COM 172908105 42,427 178,800 SH   SOLE   178,800 0 0
CONOCOPHILLIPS COM 20825C104 32,698 536,036 SH   SOLE   536,036 0 0
CONSTELLATION BRANDS INC CL A 21036P108 32,754 166,316 SH   SOLE   166,316 0 0
CREE INC COM 225447101 39,180 697,408 SH   SOLE   697,408 0 0
DANAHER CORPORATION COM 235851102 34,776 243,324 SH   SOLE   243,324 0 0
DEXCOM INC COM 252131107 46,855 312,700 SH   SOLE   312,700 0 0
DOLLAR GEN CORP NEW COM 256677105 42,483 314,318 SH   SOLE   314,318 0 0
EAGLE MATERIALS INC COM 26969P108 42,827 462,000 SH   SOLE   462,000 0 0
ECOLAB INC COM 278865100 43,101 218,300 SH   SOLE   218,300 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 42,424 229,641 SH   SOLE   229,641 0 0
ELECTRONIC ARTS INC COM 285512109 34,656 342,252 SH   SOLE   342,252 0 0
EOG RES INC COM 26875P101 34,543 370,796 SH   SOLE   370,796 0 0
FACEBOOK INC CL A 30303M102 33,717 174,700 SH   SOLE   174,700 0 0
FAIR ISAAC CORP COM 303250104 33,443 106,500 SH   SOLE   106,500 0 0
FISERV INC COM 337738108 40,846 448,072 SH   SOLE   448,072 0 0
FORTIVE CORP COM 34959J108 40,974 502,625 SH   SOLE   502,625 0 0
GENERAL ELECTRIC CO COM 369604103 43,820 4,173,300 SH   SOLE   4,173,300 0 0
GRAND CANYON ED INC COM 38526M106 39,055 333,748 SH   SOLE   333,748 0 0
GRUBHUB INC COM 400110102 47,566 609,900 SH   SOLE   609,900 0 0
HOME DEPOT INC COM 437076102 33,415 160,671 SH   SOLE   160,671 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 36,206 161,100 SH   SOLE   161,100 0 0
IDEXX LABS INC COM 45168D104 34,994 127,100 SH   SOLE   127,100 0 0
ILLUMINA INC COM 452327109 37,040 100,612 SH   SOLE   100,612 0 0
INGREDION INC COM 457187102 41,765 506,300 SH   SOLE   506,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 41,131 478,603 SH   SOLE   478,603 0 0
INTUIT COM 461202103 32,537 124,504 SH   SOLE   124,504 0 0
IQIYI INC SPONSORED ADS 46267X108 42,125 2,039,930 SH   SOLE   2,039,930 0 0
IQVIA HLDGS INC COM 46266C105 45,184 280,822 SH   SOLE   280,822 0 0
HENRY JACK & ASSOC INC COM 426281101 40,387 301,579 SH   SOLE   301,579 0 0
KINDER MORGAN INC DEL COM 49456B101 41,399 1,982,700 SH   SOLE   1,982,700 0 0
LAM RESEARCH CORP COM 512807108 33,475 178,208 SH   SOLE   178,208 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 40,943 639,739 SH   SOLE   639,739 0 0
MARKETAXESS HLDGS INC COM 57060D108 43,252 134,565 SH   SOLE   134,565 0 0
MASTERCARD INC CL A 57636Q104 42,060 159,000 SH   SOLE   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 44,301 740,578 SH   SOLE   740,578 0 0
MCDONALDS CORP COM 580135101 33,815 162,836 SH   SOLE   162,836 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 43,213 1,989,526 SH   SOLE   1,989,526 0 0
MERCADOLIBRE INC COM 58733R102 42,527 69,514 SH   SOLE   69,514 0 0
MICROSOFT CORP COM 594918104 34,322 256,213 SH   SOLE   256,213 0 0
MONDELEZ INTL INC CL A 609207105 41,391 767,929 SH   SOLE   767,929 0 0
MONOLITHIC PWR SYS INC COM 609839105 45,321 333,780 SH   SOLE   333,780 0 0
MSCI INC COM 55354G100 34,219 143,300 SH   SOLE   143,300 0 0
NASDAQ INC COM 631103108 41,750 434,126 SH   SOLE   434,126 0 0
NAVISTAR INTL CORP NEW COM 63934E108 42,316 1,228,342 SH   SOLE   1,228,342 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 40,843 824,452 SH   SOLE   824,452 0 0
ONE GAS INC COM 68235P108 39,082 432,800 SH   SOLE   432,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 30,929 83,747 SH   SOLE   83,747 0 0
PAYPAL HLDGS INC COM 70450Y103 33,194 290,004 SH   SOLE   290,004 0 0
PENUMBRA INC COM 70975L107 36,096 225,600 SH   SOLE   225,600 0 0
PROCTER AND GAMBLE CO COM 742718109 32,566 297,000 SH   SOLE   297,000 0 0
REPLIGEN CORP COM 759916109 47,520 552,877 SH   SOLE   552,877 0 0
REPUBLIC SVCS INC COM 760759100 40,622 468,864 SH   SOLE   468,864 0 0
RESMED INC COM 761152107 43,040 352,700 SH   SOLE   352,700 0 0
ROCKWELL AUTOMATION INC COM 773903109 42,022 256,500 SH   SOLE   256,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 41,816 114,170 SH   SOLE   114,170 0 0
S&P GLOBAL INC COM 78409V104 33,673 147,826 SH   SOLE   147,826 0 0
SALESFORCE COM INC COM 79466L302 31,503 207,626 SH   SOLE   207,626 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 36,941 2,769,200 SH   SOLE   2,769,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 36,394 248,900 SH   SOLE   248,900 0 0
SQUARE INC CL A 852234103 35,025 482,900 SH   SOLE   482,900 0 0
STRYKER CORP COM 863667101 43,904 213,564 SH   SOLE   213,564 0 0
SYNOPSYS INC COM 871607107 43,493 337,971 SH   SOLE   337,971 0 0
SYSCO CORP COM 871829107 30,770 435,096 SH   SOLE   435,096 0 0
TABLEAU SOFTWARE INC CL A 87336U105 51,771 311,838 SH   SOLE   311,838 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 39,656 614,636 SH   SOLE   614,636 0 0
TE CONNECTIVITY LTD REG SHS H84989104 43,033 449,290 SH   SOLE   449,290 0 0
TERADATA CORP DEL COM 88076W103 41,638 1,161,441 SH   SOLE   1,161,441 0 0
TEXAS INSTRS INC COM 882508104 34,140 297,488 SH   SOLE   297,488 0 0
TEXAS ROADHOUSE INC COM 882681109 40,602 756,520 SH   SOLE   756,520 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,417 117,192 SH   SOLE   117,192 0 0
THOR INDS INC COM 885160101 41,663 712,800 SH   SOLE   712,800 0 0
TWITTER INC COM 90184L102 30,597 876,716 SH   SOLE   876,716 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,489 129,047 SH   SOLE   129,047 0 0
VAIL RESORTS INC COM 91879Q109 39,786 178,268 SH   SOLE   178,268 0 0
VERISK ANALYTICS INC COM 92345Y106 41,858 285,800 SH   SOLE   285,800 0 0
V F CORP COM 918204108 41,277 472,552 SH   SOLE   472,552 0 0
VISA INC COM CL A 92826C839 43,861 252,730 SH   SOLE   252,730 0 0
VMWARE INC CL A COM 928563402 28,716 171,736 SH   SOLE   171,736 0 0
WASTE MGMT INC DEL COM 94106L109 42,190 365,696 SH   SOLE   365,696 0 0
WORKDAY INC CL A 98138H101 39,086 190,126 SH   SOLE   190,126 0 0
WORLDPAY INC CL A 981558109 32,449 264,784 SH   SOLE   264,784 0 0
XILINX INC COM 983919101 44,907 380,826 SH   SOLE   380,826 0 0
XYLEM INC COM 98419M100 42,941 513,400 SH   SOLE   513,400 0 0
YUM BRANDS INC COM 988498101 34,687 313,424 SH   SOLE   313,424 0 0
ZOETIS INC CL A 98978V103 35,707 314,624 SH   SOLE   314,624 0 0