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
ADAPTHEALTH CORP COMMON STOCK 00653Q102 BBG00KJQVGV3 7,290,000 1,000,000 SH   SOLE   7,290,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG000C060M4 59,558,029 393,330 SH   SOLE   59,558,029 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V3D6 187,166,913 1,346,234 SH   SOLE   187,166,913 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG000BJQWD2 40,588,606 342,954 SH   SOLE   40,588,606 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 226,220,970 1,619,450 SH   SOLE   226,220,970 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFK3 31,777,790 341,000 SH   SOLE   31,777,790 0 0
APPLE INC COM 037833100 BBG000B9XRY4 7,136,317 37,066 SH   SOLE   7,136,317 0 0
ARES CAPITAL CORP COM 04010L103 BBG000PD6X77 13,370,025 667,500 SH   SOLE   13,370,025 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 BBG00KVT05R6 3,542,000 550,000 SH   SOLE   3,542,000 0 0
AUTOZONE INC COM 053332102 BBG000C7LMS8 70,457,873 27,250 SH   SOLE   70,457,873 0 0
BCE INC COM NEW 05534B760 BBG000DQ7170 29,973,861 757,505 SH   SOLE   29,973,861 0 0
BLACKSTONE INC COM 09260D107 BBG000BH0106 30,766,200 235,000 SH   SOLE   30,766,200 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PM3 13,156,640 476,000 SH   SOLE   13,156,640 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GD1 12,250,954 303,500 SH   SOLE   12,250,954 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG000C9K6K8 24,751,868 614,000 SH   SOLE   24,751,868 0 0
CARLYLE GROUP INC COM 14316J108 BBG000BH3F20 57,800,145 1,420,500 SH   SOLE   57,800,145 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 68,732,827 726,870 SH   SOLE   68,732,827 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 51,792,370 649,760 SH   SOLE   51,792,370 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 55,361,940 1,262,530 SH   SOLE   55,361,940 0 0
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZRM7 5,498,400 40,856 SH   SOLE   5,498,400 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZX9Z6 5,850,000 500,000 SH   SOLE   5,850,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8M31 5,908,056 96,600 SH   SOLE   5,908,056 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 159,255,427 1,088,926 SH   SOLE   159,255,427 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107 BBG012VBTXX5 4,210,590 313,055 SH   SOLE   4,210,590 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG000BL8804 3,167,185 162,670 SH   SOLE   3,167,185 0 0
IDEXX LABS INC COM 45168D104 BBG000BLRT07 107,551,483 193,769 SH   SOLE   107,551,483 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 19,877,111 154,770 SH   SOLE   19,877,111 0 0
INTUIT COM 461202103 BBG000BH5DV1 202,489,719 323,968 SH   SOLE   202,489,719 0 0
KEYCORP COM 493267108 BBG000BMQPL1 4,543,344 315,510 SH   SOLE   4,543,344 0 0
KKR & CO INC COM 48251W104 BBG000BCQ6J8 55,965,175 675,500 SH   SOLE   55,965,175 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 127,354,158 249,084 SH   SOLE   127,354,158 0 0
M & T BK CORP COM 55261F104 BBG000D9KWL9 21,339,244 155,670 SH   SOLE   21,339,244 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 6,364,050 35,000 SH   SOLE   6,364,050 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 377,688,183 1,004,383 SH   SOLE   377,688,183 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 20,196,085 216,580 SH   SOLE   20,196,085 0 0
N-ABLE INC COMMON STOCK 62878D100 BBG00YJKWXD8 7,022,500 530,000 SH   SOLE   7,022,500 0 0
NASDAQ INC COM 631103108 BBG000F5VVB6 73,546,519 1,264,990 SH   SOLE   73,546,519 0 0
NEWMONT CORP COM 651639106 BBG000BPWXK1 34,183,173 825,880 SH   SOLE   34,183,173 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG000Q5BQ63 39,767,771 524,710 SH   SOLE   39,767,771 0 0
PACCAR INC COM 693718108 BBG000BQVTF5 41,430,942 424,280 SH   SOLE   41,430,942 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 57,856,817 942,140 SH   SOLE   57,856,817 0 0
PEPSICO INC COM 713448108 BBG000DH7JK6 49,902,389 293,820 SH   SOLE   49,902,389 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 5,945,180 44,600 SH   SOLE   5,945,180 0 0
QUIDELORTHO CORP COM 219798105 BBG017TGV7M2 70,344,144 954,466 SH   SOLE   70,344,144 0 0
RESMED INC COM 761152107 BBG000L4M7F1 117,620,911 683,763 SH   SOLE   117,620,911 0 0
ROSS STORES INC COM 778296103 BBG000BSBZH7 125,869,442 909,527 SH   SOLE   125,869,442 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001DFW799 15,444,000 715,000 SH   SOLE   15,444,000 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG0Z5 8,172,250 485,000 SH   SOLE   8,172,250 0 0
STARBUCKS CORP COM 855244109 BBG000CTQBF3 65,488,709 682,103 SH   SOLE   65,488,709 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7P92 130,264,202 434,997 SH   SOLE   130,264,202 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8031 4,419,900 90,000 SH   SOLE   4,419,900 0 0
SYROS PHARMACEUTICALS INC COM NEW 87184Q206 BBG004FFTL76 428,450 55,000 SH   SOLE   428,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 171,486,640 1,648,910 SH   SOLE   171,486,640 0 0
TELEFLEX INCORPORATED COM 879369106 BBG000BV59Y6 64,295,810 257,864 SH   SOLE   64,295,810 0 0
THOUGHTWORKS HOLDING INC COM 88546E105 BBG01282Z1Y3 4,232,800 880,000 SH   SOLE   4,232,800 0 0
T-MOBILE US INC COM 872590104 BBG000NDV1D4 19,443,379 121,271 SH   SOLE   19,443,379 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 83,242,804 158,115 SH   SOLE   83,242,804 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG000BLRP41 25,665,179 134,190 SH   SOLE   25,665,179 0 0
WESCO INTL INC COM 95082P105 BBG000D0FNV3 12,519,360 72,000 SH   SOLE   12,519,360 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WF4 3,685,500 910,000 SH   SOLE   3,685,500 0 0