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
3M CO COM 88579Y101 114,252 732,429 SH   SOLE   732,429 0 0
ABBOTT LABORATORIES COM 002824100 62,413 682,635 SH   SOLE   682,635 0 0
ACCENTURE PLC SHS CLASS A G1151C101 222,717 1,037,246 SH   SOLE   1,037,246 0 0
ADOBE INC COM 00724F101 9,845 22,617 SH   SOLE   22,617 0 0
AFYA LTD CL A COM G01125106 10,099 430,846 SH   SOLE   430,846 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,189 160,569 SH   SOLE   160,569 0 0
ALIBABA GROUP HOLDING LTD ADR SPONSORED ADS 01609W102 160,042 741,968 SH   SOLE   741,968 0 0
ALLY FINANCIAL INC COM 02005N100 1,502 75,760 SH   SOLE   75,760 0 0
ALPHABET INC CAP STK CL A 02079K305 404,248 285,073 SH   SOLE   285,073 0 0
AMAZON.COM INC COM 023135106 410,223 148,695 SH   SOLE   148,695 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 882 67,455 SH   SOLE   67,455 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 154,549 4,956,666 SH   SOLE   4,956,666 0 0
AMERICAN TOWER CORP REIT COM 03027X100 180,544 698,323 SH   SOLE   698,323 0 0
AMERISOURCEBERGEN CORP COM 03073E105 10,969 108,853 SH   SOLE   108,853 0 0
AMETEK INC COM 031100100 163,124 1,825,268 SH   SOLE   1,825,268 0 0
ANSYS INC COM 03662Q105 210,044 719,993 SH   SOLE   719,993 0 0
AON PLC SHS CL A G0403H108 10,097 52,423 SH   SOLE   52,423 0 0
ARCO PLATFORM LTD COM CL A G04553106 11,063 254,432 SH   SOLE   254,432 0 0
ARROW ELECTRONICS INC COM 042735100 2,309 33,622 SH   SOLE   33,622 0 0
ATHENE HOLDING LTD CL A G0684D107 4,285 137,376 SH   SOLE   137,376 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 45,272 304,066 SH   SOLE   304,066 0 0
AUTOZONE INC COM 053332102 10,291 9,122 SH   SOLE   9,122 0 0
AVERY DENNISON CORP COM 053611109 1,666 14,605 SH   SOLE   14,605 0 0
BAIDU INC ADR SPON ADR REP A 056752108 12,221 101,934 SH   SOLE   101,934 0 0
BALL CORP COM 058498106 14,811 213,133 SH   SOLE   213,133 0 0
BANK OF AMERICA CORP COM 060505104 15,427 649,574 SH   SOLE   649,574 0 0
BECTON DICKINSON AND CO COM 075887109 151,348 632,541 SH   SOLE   632,541 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702 23,148 129,675 SH   SOLE   129,675 0 0
BEST BUY CO INC COM 086516101 11,462 131,335 SH   SOLE   131,335 0 0
BILIBILI INC ADR SPONS ADS REP Z 090040106 10,858 234,412 SH   SOLE   234,412 0 0
BOOKING HOLDINGS INC COM 09857L108 164,067 103,035 SH   SOLE   103,035 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 67,131 1,141,687 SH   SOLE   1,141,687 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 30,540 242,015 SH   SOLE   242,015 0 0
BUNGE LTD COM G16962105 1,497 36,403 SH   SOLE   36,403 0 0
CABOT OIL & GAS CORP COM 127097103 5,008 291,492 SH   SOLE   291,492 0 0
CARDINAL HEALTH INC COM 14149Y108 5,150 98,685 SH   SOLE   98,685 0 0
CATERPILLAR INC COM 149123101 7,907 62,503 SH   SOLE   62,503 0 0
CBRE GROUP INC CL A 12504L109 86,293 1,908,293 SH   SOLE   1,908,293 0 0
CELANESE CORP COM 150870103 5,097 59,039 SH   SOLE   59,039 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 19,768 38,758 SH   SOLE   38,758 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD ORD M22465104 165,513 1,540,659 SH   SOLE   1,540,659 0 0
CHEVRON CORP COM 166764100 127,761 1,431,815 SH   SOLE   1,431,815 0 0
CISCO SYSTEMS INC COM 17275R102 59,853 1,283,293 SH   SOLE   1,283,293 0 0
CITIGROUP INC COM NEW 172967424 152,356 2,981,526 SH   SOLE   2,981,526 0 0
CITRIX SYSTEMS INC COM 177376100 11,066 74,818 SH   SOLE   74,818 0 0
CME GROUP INC COM 12572Q105 172,995 1,064,320 SH   SOLE   1,064,320 0 0
COCA-COLA CO/THE COM 191216100 130,944 2,930,717 SH   SOLE   2,930,717 0 0
COLGATE-PALMOLIVE CO COM 194162103 42,493 580,024 SH   SOLE   580,024 0 0
COMCAST CORP CL A 20030N101 10,608 272,135 SH   SOLE   272,135 0 0
CONSTELLATION BRANDS INC CL A 21036P108 57,383 327,995 SH   SOLE   327,995 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 2,007 114,494 SH   SOLE   114,494 0 0
CROWN HOLDINGS INC COM 228368106 3,198 49,099 SH   SOLE   49,099 0 0
DANAHER CORP COM 235851102 50,340 284,679 SH   SOLE   284,679 0 0
DAVITA INC COM 23918K108 4,162 52,594 SH   SOLE   52,594 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,673 30,453 SH   SOLE   30,453 0 0
DELTA AIR LINES INC COM NEW 247361702 6,463 230,410 SH   SOLE   230,410 0 0
DEVON ENERGY CORP COM 25179M103 3,907 344,496 SH   SOLE   344,496 0 0
DEXCOM INC COM 252131107 6,717 16,570 SH   SOLE   16,570 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,169 27,957 SH   SOLE   27,957 0 0
DISCOVERY INC COM SER C 25470F302 4,425 223,158 SH   SOLE   223,158 0 0
DISH NETWORK CORP CL A 25470M109 28,993 840,127 SH   SOLE   840,127 0 0
DOLLAR GENERAL CORP COM 256677105 164,214 861,970 SH   SOLE   861,970 0 0
ECOLAB INC COM 278865100 146,483 736,282 SH   SOLE   736,282 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 121,731 1,761,413 SH   SOLE   1,761,413 0 0
ERIE INDEMNITY CO CL A 29530P102 3,176 16,548 SH   SOLE   16,548 0 0
F5 NETWORKS INC COM 315616102 1,659 11,894 SH   SOLE   11,894 0 0
FACEBOOK INC CL A 30303M102 295,104 1,299,615 SH   SOLE   1,299,615 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 61,276 186,550 SH   SOLE   186,550 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,744 737,927 SH   SOLE   737,927 0 0
FIDELITY NATIONAL INFORMATION SERVICES INC COM 31620M106 7,975 59,475 SH   SOLE   59,475 0 0
FISERV INC COM 337738108 30,299 310,382 SH   SOLE   310,382 0 0
GAP INC/THE COM 364760108 3,161 250,477 SH   SOLE   250,477 0 0
GENERAL MOTORS CO COM 37045V100 12,844 507,680 SH   SOLE   507,680 0 0
GRUPO TELEVISA SAB ADR SPON ADR REP ORD 40049J206 5,912 1,128,232 SH   SOLE   1,128,232 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,373 120,645 SH   SOLE   120,645 0 0
HAEMONETICS CORP COM 405024100 13,484 150,559 SH   SOLE   150,559 0 0
HALLIBURTON CO COM 406216101 9,193 708,217 SH   SOLE   708,217 0 0
HANESBRANDS INC COM 410345102 3,967 351,357 SH   SOLE   351,357 0 0
HCA HEALTHCARE INC COM 40412C101 16,815 173,239 SH   SOLE   173,239 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 4,755 137,233 SH   SOLE   137,233 0 0
HENRY SCHEIN INC COM 806407102 2,233 38,239 SH   SOLE   38,239 0 0
HERSHEY CO/THE COM 427866108 6,342 48,928 SH   SOLE   48,928 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 8,383 861,573 SH   SOLE   861,573 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A203 21,141 287,823 SH   SOLE   287,823 0 0
HOLLYFRONTIER CORP COM 436106108 5,256 179,992 SH   SOLE   179,992 0 0
HP INC COM 40434L105 21,867 1,254,533 SH   SOLE   1,254,533 0 0
IAC/INTERACTIVECORP COM 44919P508 4,647 14,368 SH   SOLE   14,368 0 0
IHS MARKIT LTD SHS G47567105 15,003 198,715 SH   SOLE   198,715 0 0
ILLUMINA INC COM 452327109 15,827 42,736 SH   SOLE   42,736 0 0
INTERNATIONAL PAPER CO COM 460146103 2,919 82,890 SH   SOLE   82,890 0 0
INTERPUBLIC GROUP OF COS INC/THE COM 460690100 3,004 175,048 SH   SOLE   175,048 0 0
INTUIT INC COM 461202103 86,734 292,833 SH   SOLE   292,833 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 176,966 310,559 SH   SOLE   310,559 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,844 31,270 SH   SOLE   31,270 0 0
IQVIA HOLDINGS INC COM 46266C105 136,459 961,789 SH   SOLE   961,789 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 924 59,413 SH   SOLE   59,413 0 0
JOHNSON & JOHNSON COM 478160104 150,386 1,069,374 SH   SOLE   1,069,374 0 0
JONES LANG LASALLE INC COM 48020Q107 3,133 30,282 SH   SOLE   30,282 0 0
KELLOGG CO COM 487836108 14,767 223,541 SH   SOLE   223,541 0 0
KOHL'S CORP COM 500255104 4,552 219,152 SH   SOLE   219,152 0 0
KROGER CO/THE COM 501044101 3,128 92,405 SH   SOLE   92,405 0 0
LAMB WESTON HOLDINGS INC COM 513272104 3,746 58,595 SH   SOLE   58,595 0 0
LEAR CORP COM NEW 521865204 2,834 25,991 SH   SOLE   25,991 0 0
LENNOX INTERNATIONAL INC COM 526107107 1,911 8,201 SH   SOLE   8,201 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 17,352 797,539 SH   SOLE   797,539 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 161,908 2,463,598 SH   SOLE   2,463,598 0 0
MANPOWERGROUP INC COM 56418H100 3,789 55,115 SH   SOLE   55,115 0 0
MARATHON PETROLEUM CORP COM 56585A102 5,004 133,871 SH   SOLE   133,871 0 0
MARSH & MCLENNAN COS INC COM 571748102 179,610 1,672,816 SH   SOLE   1,672,816 0 0
MASCO CORP COM 574599106 7,510 149,570 SH   SOLE   149,570 0 0
MASTERCARD INC CL A 57636Q104 24,788 83,829 SH   SOLE   83,829 0 0
MATCH GROUP INC COMMON STOCK COM 57665R106 2,466 23,038 SH   SOLE   23,038 0 0
MCCORMICK & CO INC/MD COM NON VTG 579780206 148,765 829,191 SH   SOLE   829,191 0 0
MCDONALD'S CORP COM 580135101 157,461 853,585 SH   SOLE   853,585 0 0
MCKESSON CORP COM 58155Q103 10,247 66,790 SH   SOLE   66,790 0 0
MEDTRONIC PLC SHS G5960L103 84,892 925,754 SH   SOLE   925,754 0 0
MERCADOLIBRE INC COM 58733R102 16,839 17,082 SH   SOLE   17,082 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 14,481 17,976 SH   SOLE   17,976 0 0
MICRON TECHNOLOGY INC COM 595112103 7,838 152,138 SH   SOLE   152,138 0 0
MICROSOFT CORP COM 594918104 888,522 4,365,987 SH   SOLE   4,365,987 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105 69,449 1,358,288 SH   SOLE   1,358,288 0 0
MOODY'S CORP COM 615369105 83,726 304,758 SH   SOLE   304,758 0 0
MSCI INC COM 55354G100 41,802 125,222 SH   SOLE   125,222 0 0
MYLAN NV SHS EURO N59465109 5,213 324,210 SH   SOLE   324,210 0 0
NETAPP INC COM 64110D104 9,298 209,554 SH   SOLE   209,554 0 0
NETFLIX INC COM 64110L106 19,321 42,461 SH   SOLE   42,461 0 0
NEW YORK TIMES CO/THE CL A 650111107 28,661 681,922 SH   SOLE   681,922 0 0
NEWS CORP CL A 65249B109 2,108 177,768 SH   SOLE   177,768 0 0
NIKE INC CL B 654106103 286,838 2,925,426 SH   SOLE   2,925,426 0 0
NORDSTROM INC COM 655664100 1,634 105,501 SH   SOLE   105,501 0 0
NORTHROP GRUMMAN CORP COM 666807102 154,119 501,297 SH   SOLE   501,297 0 0
NRG ENERGY INC COM NEW 629377508 6,800 208,854 SH   SOLE   208,854 0 0
NUCOR CORP COM 670346105 5,483 132,396 SH   SOLE   132,396 0 0
OMNICOM GROUP INC COM 681919106 5,400 98,908 SH   SOLE   98,908 0 0
ORACLE CORP COM 68389X105 53,586 969,536 SH   SOLE   969,536 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 24,324 57,684 SH   SOLE   57,684 0 0
PACKAGING CORP OF AMERICA COM 695156109 3,697 37,045 SH   SOLE   37,045 0 0
PAYPAL HOLDINGS INC COM 70450Y103 117,557 674,725 SH   SOLE   674,725 0 0
PEPSICO INC COM 713448108 92,053 696,003 SH   SOLE   696,003 0 0
PFIZER INC COM 717081103 55,077 1,684,322 SH   SOLE   1,684,322 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251V102 3,392 81,651 SH   SOLE   81,651 0 0
PROCTER & GAMBLE CO/THE COM 742718109 248,294 2,076,554 SH   SOLE   2,076,554 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 5,669 93,089 SH   SOLE   93,089 0 0
QUALCOMM INC COM 747525103 40,956 449,030 SH   SOLE   449,030 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 3,751 6,015 SH   SOLE   6,015 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,867 16,762 SH   SOLE   16,762 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 5,286 100,059 SH   SOLE   100,059 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,224 43,303 SH   SOLE   43,303 0 0
RPM INTERNATIONAL INC COM 749685103 1,744 23,230 SH   SOLE   23,230 0 0
S&P GLOBAL INC COM 78409V104 140,370 426,036 SH   SOLE   426,036 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 8,392 173,352 SH   SOLE   173,352 0 0
SEALED AIR CORP COM 81211K100 2,242 68,243 SH   SOLE   68,243 0 0
SEI INVESTMENTS CO COM 784117103 1,358 24,696 SH   SOLE   24,696 0 0
SERVICENOW INC COM 81762P102 15,188 37,495 SH   SOLE   37,495 0 0
SOUTHWEST AIRLINES CO COM 844741108 4,250 124,343 SH   SOLE   124,343 0 0
STEEL DYNAMICS INC COM 858119100 3,701 141,855 SH   SOLE   141,855 0 0
SYNCHRONY FINANCIAL COM 87165B103 6,517 294,089 SH   SOLE   294,089 0 0
SYSCO CORP COM 871829107 13,561 248,096 SH   SOLE   248,096 0 0
TERADYNE INC COM 880770102 5,153 60,972 SH   SOLE   60,972 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 240,553 663,887 SH   SOLE   663,887 0 0
TRANSDIGM GROUP INC COM 893641100 148,936 336,921 SH   SOLE   336,921 0 0
TRIPADVISOR INC COM 896945201 1,341 70,518 SH   SOLE   70,518 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,293 459,866 SH   SOLE   459,866 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 3,598 103,960 SH   SOLE   103,960 0 0
UNITED RENTALS INC COM 911363109 2,455 16,471 SH   SOLE   16,471 0 0
UNITEDHEALTH GROUP INC COM 91324P102 257,949 874,550 SH   SOLE   874,550 0 0
UNUM GROUP COM 91529Y106 4,113 247,915 SH   SOLE   247,915 0 0
VERISIGN INC COM 92343E102 54,987 265,856 SH   SOLE   265,856 0 0
VISA INC COM CL A 92826C839 537,542 2,782,741 SH   SOLE   2,782,741 0 0
VISTRA ENERGY CORP COM 92840M102 1,430 76,791 SH   SOLE   76,791 0 0
VMWARE INC CL A COM 928563402 7,355 47,492 SH   SOLE   47,492 0 0
VORNADO REALTY TRST SH BEN INT 929042109 4,364 114,200 SH   SOLE   114,200 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 78,628 705,118 SH   SOLE   705,118 0 0
WATERS CORP COM 941848103 9,399 52,101 SH   SOLE   52,101 0 0
WHIRLPOOL CORP COM 963320106 3,143 24,268 SH   SOLE   24,268 0 0
WIX.COM LTD SHS M98068105 23,387 91,278 SH   SOLE   91,278 0 0
WORKDAY INC CL A 98138H101 9,883 52,748 SH   SOLE   52,748 0 0
WW GRAINGER INC COM 384802104 2,877 9,159 SH   SOLE   9,159 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 3,291 215,259 SH   SOLE   215,259 0 0
YUM BRANDS INC COM 988498101 12,366 142,281 SH   SOLE   142,281 0 0
ZOETIS INC CL A 98978V103 57,948 422,852 SH   SOLE   422,852 0 0