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 97,082 550,288 SH   SOLE   550,288 0 0
ABBOTT LABORATORIES COM 002824100 73,006 840,497 SH   SOLE   840,497 0 0
ACCENTURE PLC SHS CLASS A G1151C101 282,392 1,341,082 SH   SOLE   1,341,082 0 0
AES CORP/VA COM 00130H105 6,591 331,194 SH   SOLE   331,194 0 0
ALIGN TECHNOLOGY INC COM 016255101 10,059 36,050 SH   SOLE   36,050 0 0
ALPHABET INC CAP STK CL A 02079K305 362,628 270,741 SH   SOLE   270,741 0 0
AMAZON.COM INC COM 023135106 279,951 151,502 SH   SOLE   151,502 0 0
AMERICAN AIRLINES GR COM 02376R102 3,415 119,079 SH   SOLE   119,079 0 0
AMERICAN FINANCIAL G COM 025932104 6,544 59,680 SH   SOLE   59,680 0 0
AMERICAN INTERNATION COM NEW 026874784 224,813 4,379,757 SH   SOLE   4,379,757 0 0
AMERICAN TOWER-REITS COM 03027X100 278,082 1,210,000 SH   SOLE   1,210,000 0 0
AMERISOURCEBERGEN CO COM 03073E105 23,024 270,801 SH   SOLE   270,801 0 0
AMETEK INC COM 031100100 278,186 2,789,108 SH   SOLE   2,789,108 0 0
ANSYS INC COM 03662Q105 193,762 752,738 SH   SOLE   752,738 0 0
ARROW ELECTRONICS IN COM 042735100 9,354 110,388 SH   SOLE   110,388 0 0
ATHENE HOLDING LTD CL A G0684D107 14,034 298,406 SH   SOLE   298,406 0 0
AUTOMATIC DATA PROCE COM 053015103 67,711 397,132 SH   SOLE   397,132 0 0
AUTOZONE INC COM 053332102 12,855 10,791 SH   SOLE   10,791 0 0
AXA EQUITABLE HOLDIN COM 054561105 2,976 120,085 SH   SOLE   120,085 0 0
BECTON DICKINSON AND COM 075887109 136,980 503,658 SH   SOLE   503,658 0 0
BEST BUY CO INC COM 086516101 26,416 300,868 SH   SOLE   300,868 0 0
BOOKING HOLDINGS INC COM 09857L108 55,196 26,876 SH   SOLE   26,876 0 0
BOSTON SCIENTIFIC CO COM 101137107 191,694 4,239,138 SH   SOLE   4,239,138 0 0
BRIGHTHOUSE FINANCIA COM 10922N103 7,383 188,195 SH   SOLE   188,195 0 0
BRISTOL-MYERS SQUIBB COM 110122108 19,925 310,401 SH   SOLE   310,401 0 0
BROADRIDGE FINANCIAL COM 11133T103 23,862 193,155 SH   SOLE   193,155 0 0
BUNGE LTD COM G16962105 3,979 69,143 SH   SOLE   69,143 0 0
BURLINGTON STORES IN COM 122017106 5,427 23,799 SH   SOLE   23,799 0 0
CABOT OIL & GAS CORP COM 127097103 7,589 435,923 SH   SOLE   435,923 0 0
CARDINAL HEALTH INC COM 14149Y108 13,742 271,696 SH   SOLE   271,696 0 0
CBS CORP CL B 92556H206 33,221 791,544 SH   SOLE   791,544 0 0
CDW CORP/DE COM 12514G108 6,190 43,337 SH   SOLE   43,337 0 0
CELANESE CORP COM 150870103 12,583 102,200 SH   SOLE   102,200 0 0
CHECK POINT SOFTWARE ORD M22465104 181,007 1,631,281 SH   SOLE   1,631,281 0 0
CHEVRON CORP COM 166764100 244,093 2,025,504 SH   SOLE   2,025,504 0 0
CIMAREX ENERGY CO COM 171798101 6,735 128,308 SH   SOLE   128,308 0 0
CISCO SYSTEMS INC COM 17275R102 49,854 1,039,490 SH   SOLE   1,039,490 0 0
CITIGROUP INC COM NEW 172967424 247,731 3,100,900 SH   SOLE   3,100,900 0 0
CITRIX SYSTEMS INC COM 177376100 25,799 232,632 SH   SOLE   232,632 0 0
CME GROUP INC COM 12572Q105 235,001 1,170,790 SH   SOLE   1,170,790 0 0
COCA-COLA CO/THE COM 191216100 112,992 2,041,410 SH   SOLE   2,041,410 0 0
COLGATE-PALMOLIVE CO COM 194162103 26,517 385,194 SH   SOLE   385,194 0 0
CONSTELLATION BRANDS CL A 21036P108 35,506 187,122 SH   SOLE   187,122 0 0
CONTINENTAL RESOURCE COM 212015101 7,898 230,270 SH   SOLE   230,270 0 0
CROWN HOLDINGS INC COM 228368106 4,886 67,356 SH   SOLE   67,356 0 0
DAVITA INC COM 23918K108 3,921 52,255 SH   SOLE   52,255 0 0
DELTA AIR LINES INC COM NEW 247361702 16,879 288,634 SH   SOLE   288,634 0 0
DEVON ENERGY CORP COM 25179M103 5,776 222,413 SH   SOLE   222,413 0 0
DISCOVERY INC COM SER C 25470F302 8,076 258,818 SH   SOLE   258,818 0 0
DISH NETWORK CORP CL A 25470M109 48,082 1,355,575 SH   SOLE   1,355,575 0 0
DOMINO'S PIZZA INC COM 25754A201 9,887 33,654 SH   SOLE   33,654 0 0
ECOLAB INC COM 278865100 202,824 1,050,955 SH   SOLE   1,050,955 0 0
ERIE INDEMNITY CO CL A 29530P102 4,574 27,552 SH   SOLE   27,552 0 0
EVEREST RE GROUP LTD COM G3223R108 4,288 15,489 SH   SOLE   15,489 0 0
F5 NETWORKS INC COM 315616102 12,455 89,190 SH   SOLE   89,190 0 0
FACEBOOK INC CL A 30303M102 341,198 1,662,353 SH   SOLE   1,662,353 0 0
FACTSET RESEARCH SYS COM 303075105 74,525 277,766 SH   SOLE   277,766 0 0
FIDELITY NATIONAL IN COM 31620M106 38,419 276,220 SH   SOLE   276,220 0 0
FLIR SYSTEMS INC COM 302445101 162,751 3,125,626 SH   SOLE   3,125,626 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,321 710,421 SH   SOLE   710,421 0 0
GAP INC/THE COM 364760108 9,215 521,206 SH   SOLE   521,206 0 0
H&R BLOCK INC COM 093671105 95,926 4,085,417 SH   SOLE   4,085,417 0 0
HANESBRANDS INC COM 410345102 5,272 355,036 SH   SOLE   355,036 0 0
HD SUPPLY HOLDINGS I COM 40416M105 6,575 163,484 SH   SOLE   163,484 0 0
HENRY SCHEIN INC COM 806407102 4,955 74,270 SH   SOLE   74,270 0 0
HEWLETT PACKARD ENTE COM 42824C109 9,835 620,082 SH   SOLE   620,082 0 0
HOLLYFRONTIER CORP COM 436106108 13,647 269,118 SH   SOLE   269,118 0 0
HP INC COM 40434L105 65,221 3,173,789 SH   SOLE   3,173,789 0 0
IAC/INTERACTIVECORP COM 44919P508 21,849 87,707 SH   SOLE   87,707 0 0
IDEXX LABORATORIES I COM 45168D104 14,214 54,433 SH   SOLE   54,433 0 0
INTERNATIONAL PAPER COM 460146103 16,075 349,076 SH   SOLE   349,076 0 0
INTERPUBLIC GROUP OF COM 460690100 4,386 189,850 SH   SOLE   189,850 0 0
INTUIT INC COM 461202103 85,911 327,993 SH   SOLE   327,993 0 0
INTUITIVE SURGICAL I COM NEW 46120E602 194,368 328,796 SH   SOLE   328,796 0 0
IONIS PHARMACEUTICAL COM 462222100 3,775 62,484 SH   SOLE   62,484 0 0
IQVIA HOLDINGS INC COM 46266C105 178,404 1,154,642 SH   SOLE   1,154,642 0 0
JOHNSON & JOHNSON COM 478160104 277,698 1,903,736 SH   SOLE   1,903,736 0 0
JONES LANG LASALLE I COM 48020Q107 11,606 66,665 SH   SOLE   66,665 0 0
KELLOGG CO COM 487836108 15,127 218,730 SH   SOLE   218,730 0 0
KEURIG DR PEPPER INC COM 49271V100 32,225 1,113,132 SH   SOLE   1,113,132 0 0
KIMBERLY-CLARK CORP COM 494368103 26,304 191,234 SH   SOLE   191,234 0 0
KLA CORP COM NEW 482480100 9,342 52,435 SH   SOLE   52,435 0 0
KOHL'S CORP COM 500255104 16,733 328,415 SH   SOLE   328,415 0 0
KROGER CO/THE COM 501044101 28,889 996,507 SH   SOLE   996,507 0 0
LAM RESEARCH CORP COM 512807108 25,687 87,850 SH   SOLE   87,850 0 0
LAMB WESTON HOLDINGS COM 513272104 9,957 115,739 SH   SOLE   115,739 0 0
LEAR CORP COM NEW 521865204 4,061 29,596 SH   SOLE   29,596 0 0
LENNOX INTERNATIONAL COM 526107107 8,674 35,554 SH   SOLE   35,554 0 0
LULULEMON ATHLETICA COM 550021109 8,186 35,333 SH   SOLE   35,333 0 0
LYONDELLBASELL INDUS SHS - A - N53745100 208,257 2,204,248 SH   SOLE   2,204,248 0 0
MACY'S INC COM 55616P104 13,408 788,705 SH   SOLE   788,705 0 0
MANPOWERGROUP INC COM 56418H100 10,385 106,955 SH   SOLE   106,955 0 0
MARSH & MCLENNAN COS COM 571748102 201,541 1,809,000 SH   SOLE   1,809,000 0 0
MASCO CORP COM 574599106 17,609 366,930 SH   SOLE   366,930 0 0
MCDONALD'S CORP COM 580135101 287,367 1,454,215 SH   SOLE   1,454,215 0 0
MCKESSON CORP COM 58155Q103 23,489 169,818 SH   SOLE   169,818 0 0
MEDTRONIC PLC SHS G5960L103 74,474 656,444 SH   SOLE   656,444 0 0
MERCK & CO INC COM 58933Y105 25,327 278,470 SH   SOLE   278,470 0 0
METTLER-TOLEDO INTER COM 592688105 35,276 44,468 SH   SOLE   44,468 0 0
MICRON TECHNOLOGY IN COM 595112103 65,846 1,224,351 SH   SOLE   1,224,351 0 0
MICROSOFT CORP COM 594918104 822,711 5,216,940 SH   SOLE   5,216,940 0 0
MONDELEZ INTERNATION CL A 609207105 145,317 2,638,283 SH   SOLE   2,638,283 0 0
MOODY'S CORP COM 615369105 100,973 425,311 SH   SOLE   425,311 0 0
MSCI INC COM 55354G100 83,935 325,104 SH   SOLE   325,104 0 0
MYLAN NV SHS EURO N59465109 5,226 259,982 SH   SOLE   259,982 0 0
NEKTAR THERAPEUTICS COM 640268108 9,702 449,470 SH   SOLE   449,470 0 0
NETAPP INC COM 64110D104 31,319 503,123 SH   SOLE   503,123 0 0
NEWS CORP CL A 65249B109 2,566 181,499 SH   SOLE   181,499 0 0
NIKE INC CL B 654106103 360,283 3,556,246 SH   SOLE   3,556,246 0 0
NORDSTROM INC COM 655664100 9,485 231,740 SH   SOLE   231,740 0 0
NORTHROP GRUMMAN COR COM 666807102 203,763 592,385 SH   SOLE   592,385 0 0
NRG ENERGY INC COM NEW 629377508 14,434 363,129 SH   SOLE   363,129 0 0
NUCOR CORP COM 670346105 8,248 146,559 SH   SOLE   146,559 0 0
OMNICOM GROUP INC COM 681919106 15,724 194,076 SH   SOLE   194,076 0 0
ON SEMICONDUCTOR COR COM 682189105 4,255 174,540 SH   SOLE   174,540 0 0
ORACLE CORP COM 68389X105 49,769 939,397 SH   SOLE   939,397 0 0
O'REILLY AUTOMOTIVE COM 67103H107 55,596 126,856 SH   SOLE   126,856 0 0
PACKAGING CORP OF AM COM 695156109 8,594 76,737 SH   SOLE   76,737 0 0
PAYPAL HOLDINGS INC COM 70450Y103 124,279 1,148,921 SH   SOLE   1,148,921 0 0
PENTAIR PLC SHS G7S00T104 7,484 163,150 SH   SOLE   163,150 0 0
PEPSICO INC COM 713448108 88,035 644,145 SH   SOLE   644,145 0 0
PFIZER INC COM 717081103 40,704 1,038,902 SH   SOLE   1,038,902 0 0
PLAINS GP HOLDINGS L LTD PARTNR INT A 72651A207 4,761 251,234 SH   SOLE   251,234 0 0
PRINCIPAL FINANCIAL COM 74251V102 18,456 335,568 SH   SOLE   335,568 0 0
PROCTER & GAMBLE CO/ COM 742718109 11,231 89,917 SH   SOLE   89,917 0 0
PRUDENTIAL FINANCIAL COM 744320102 32,472 346,403 SH   SOLE   346,403 0 0
REINSURANCE GROUP OF COM NEW 759351604 4,177 25,619 SH   SOLE   25,619 0 0
RENAISSANCERE HOLDIN COM G7496G103 9,654 49,250 SH   SOLE   49,250 0 0
ROBERT HALF INTERNAT COM 770323103 14,568 230,695 SH   SOLE   230,695 0 0
ROCKWELL AUTOMATION COM 773903109 21,766 107,398 SH   SOLE   107,398 0 0
S&P GLOBAL INC COM 78409V104 71,247 260,931 SH   SOLE   260,931 0 0
SEAGATE TECHNOLOGY P SHS G7945M107 23,746 399,085 SH   SOLE   399,085 0 0
SEALED AIR CORP COM 81211K100 3,119 78,298 SH   SOLE   78,298 0 0
SEI INVESTMENTS CO COM 784117103 9,750 148,905 SH   SOLE   148,905 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 243,651 417,539 SH   SOLE   417,539 0 0
SIRIUS XM HOLDINGS I COM 82968B103 8,940 1,250,384 SH   SOLE   1,250,384 0 0
SOUTHWEST AIRLINES C COM 844741108 12,213 226,244 SH   SOLE   226,244 0 0
SPRINT CORP COM 85207U105 3,455 663,054 SH   SOLE   663,054 0 0
STEEL DYNAMICS INC COM 858119100 14,773 433,996 SH   SOLE   433,996 0 0
STRYKER CORP COM 863667101 218,400 1,040,295 SH   SOLE   1,040,295 0 0
SWIFT TRANSPORTATION CL A 499049104 5,279 147,288 SH   SOLE   147,288 0 0
SYSCO CORP COM 871829107 34,736 406,082 SH   SOLE   406,082 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 238,313 4,101,775 SH   SOLE   4,101,775 0 0
THERMO FISHER SCIENT COM 883556102 290,796 895,114 SH   SOLE   895,114 0 0
TRIPADVISOR INC COM 896945201 3,660 120,477 SH   SOLE   120,477 0 0
TWDC ENTERPRISES 18 COM DISNEY 254687106 192,212 1,328,988 SH   SOLE   1,328,988 0 0
TYSON FOODS INC CL A 902494103 7,487 82,241 SH   SOLE   82,241 0 0
UNITED AIRLINES HOLD COM 910047109 9,966 113,135 SH   SOLE   113,135 0 0
UNITED RENTALS INC COM 911363109 5,519 33,091 SH   SOLE   33,091 0 0
UNITEDHEALTH GROUP I COM 91324P102 296,910 1,009,967 SH   SOLE   1,009,967 0 0
UNUM GROUP COM 91529Y106 6,446 221,068 SH   SOLE   221,068 0 0
VERISIGN INC COM 92343E102 69,028 358,253 SH   SOLE   358,253 0 0
VISA INC COM CL A 92826C839 562,911 2,995,800 SH   SOLE   2,995,800 0 0
VMWARE INC CL A COM 928563402 17,569 115,744 SH   SOLE   115,744 0 0
VORNADO REALTY TRST SH BEN INT 929042109 5,424 81,564 SH   SOLE   81,564 0 0
VOYA FINANCIAL INC COM 929089100 4,059 66,559 SH   SOLE   66,559 0 0
WATERS CORP COM 941848103 15,151 64,846 SH   SOLE   64,846 0 0
WESTERN DIGITAL CORP COM 958102105 5,235 82,481 SH   SOLE   82,481 0 0
WESTROCK CO COM 96145D105 5,299 123,480 SH   SOLE   123,480 0 0
WW GRAINGER INC COM 384802104 6,844 20,217 SH   SOLE   20,217 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 13,632 369,730 SH   SOLE   369,730 0 0
YUM! BRANDS INC COM 988498101 42,326 420,188 SH   SOLE   420,188 0 0
ZOETIS INC CL A 98978V103 39,324 297,121 SH   SOLE   297,121 0 0