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
ACTIVISION BLIZZARD INC COM 00507V109 55,097 593,403 SH   SOLE   593,403 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 20,354 40,698 SH   SOLE   40,698 0 0
ALPHABET INC CAP STK CL A 02079K305 76,666 43,743 SH   SOLE   43,743 0 0
AMAZON COM INC COM 023135106 58,537 17,973 SH   SOLE   17,973 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,954 17,617 SH   SOLE   17,617 0 0
BK OF AMERICA CORP COM 060505104 66,805 2,204,060 SH   SOLE   2,204,060 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 44,837 691,815 SH   SOLE   691,815 0 0
DANAHER CORPORATION COM 235851102 7,268 32,717 SH   SOLE   32,717 0 0
FMC CORP COM NEW 302491303 43,129 375,267 SH   SOLE   375,267 0 0
HCA HEALTHCARE INC COM 40412C101 34,496 209,756 SH   SOLE   209,756 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 57,021 431,683 SH   SOLE   431,683 0 0
LILLY ELI & CO COM 532457108 55,272 327,366 SH   SOLE   327,366 0 0
LUMENTUM HLDGS INC COM 55024U109 41,453 437,263 SH   SOLE   437,263 0 0
MICROSOFT CORP COM 594918104 82,542 371,107 SH   SOLE   371,107 0 0
MONDELEZ INTL INC CL A 609207105 6,125 104,760 SH   SOLE   104,760 0 0
MORGAN STANLEY COM NEW 617446448 76,883 1,121,889 SH   SOLE   1,121,889 0 0
NEXTERA ENERGY INC COM 65339F101 43,860 568,497 SH   SOLE   568,497 0 0
NIKE INC CL B 654106103 58,848 415,978 SH   SOLE   415,978 0 0
NVIDIA CORPORATION COM 67066G104 25,769 49,347 SH   SOLE   49,347 0 0
OTIS WORLDWIDE CORP COM 68902V107 46,658 690,717 SH   SOLE   690,717 0 0
PROLOGIS INC. COM 74340W103 4,174 41,878 SH   SOLE   41,878 0 0
S&P GLOBAL INC COM 78409V104 28,088 85,445 SH   SOLE   85,445 0 0
TARGET CORP COM 87612E106 57,157 323,781 SH   SOLE   323,781 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 53,972 371,808 SH   SOLE   371,808 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,740 133,283 SH   SOLE   133,283 0 0
VISA INC COM CL A 92826C839 50,851 232,484 SH   SOLE   232,484 0 0
YUM CHINA HLDGS INC COM 98850P109 43,845 767,994 SH   SOLE   767,994 0 0