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
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,178 53,000 SH   SOLE   6,178 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 51,024 330,876 SH   SOLE   51,024 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 117,196 792,880 SH   SOLE   117,196 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 154,078 1,321,426 SH   SOLE   154,078 0 0
ALPHABET INC CAP STK CL A 02079K305 309,748 126,853 SH   SOLE   309,748 0 0
PROLOGIS INC. COM 74340W103 8,872 74,220 SH   SOLE   8,872 0 0
AMBEV SA SPONSORED ADR 02319V103 3,610 1,049,350 SH   SOLE   3,610 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,731 37,180 SH   SOLE   5,731 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 86,735 4,668,200 SH   SOLE   86,735 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 37,009 595,000 SH   SOLE   37,009 0 0
APPLE INC COM 037833100 6,311 46,078 SH   SOLE   6,311 0 0
ARES CAPITAL CORP COM 04010L103 16,554 845,000 SH   SOLE   16,554 0 0
AUTOZONE INC COM 053332102 68,097 45,635 SH   SOLE   68,097 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 4,194 339,034 SH   SOLE   4,194 0 0
BCE INC COM NEW 05534B760 48,318 979,200 SH   SOLE   48,318 0 0
BLACKROCK INC COM 09247X101 2,882 3,294 SH   SOLE   2,882 0 0
CHANGE HEALTHCARE INC COM 15912K100 5,875 255,000 SH   SOLE   5,875 0 0
BLACKSTONE GROUP INC COM 09260D107 56,827 585,000 SH   SOLE   56,827 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 9,269 575,000 SH   SOLE   9,269 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 35,988 705,000 SH   SOLE   35,988 0 0
CARLYLE GROUP INC COM 14316J108 36,487 785,000 SH   SOLE   36,487 0 0
CERNER CORP COM 156782104 145,210 1,857,850 SH   SOLE   145,210 0 0
CHURCH & DWIGHT INC COM 171340102 63,934 750,220 SH   SOLE   63,934 0 0
CITIGROUP INC COM NEW 172967424 3,018 42,660 SH   SOLE   3,018 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 147,090 2,123,730 SH   SOLE   147,090 0 0
COLGATE PALMOLIVE CO COM 194162103 14,730 181,070 SH   SOLE   14,730 0 0
COMCAST CORP NEW CL A 20030N101 73,183 1,283,470 SH   SOLE   73,183 0 0
DIGITAL RLTY TR INC COM 253868103 8,627 57,340 SH   SOLE   8,627 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,263 107,310 SH   SOLE   8,263 0 0
LAUDER ESTEE COS INC CL A 518439104 219,986 691,605 SH   SOLE   219,986 0 0
ETSY INC COM 29786A106 32,768 159,190 SH   SOLE   32,768 0 0
GOGO INC COM 38046C109 1,366 120,000 SH   SOLE   1,366 0 0
HAEMONETICS CORP MASS COM 405024100 63,536 953,425 SH   SOLE   63,536 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,313 249,708 SH   SOLE   8,313 0 0
HOME PT CAPITAL INCORPORATED COM 43734L106 3,510 591,871 SH   SOLE   3,510 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,271 483,990 SH   SOLE   8,271 0 0
IDEXX LABS INC COM 45168D104 62,062 98,270 SH   SOLE   62,062 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 21,575 181,763 SH   SOLE   21,575 0 0
INTUIT COM 461202103 96,755 197,390 SH   SOLE   96,755 0 0
JELD-WEN HLDG INC COM 47580P103 8,272 315,000 SH   SOLE   8,272 0 0
JOHNSON & JOHNSON COM 478160104 23,144 140,490 SH   SOLE   23,144 0 0
KEYCORP COM 493267108 33,001 1,598,120 SH   SOLE   33,001 0 0
KKR & CO INC COM 48251W104 59,536 1,005,000 SH   SOLE   59,536 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 5,644 378,540 SH   SOLE   5,644 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 4,918 28,500 SH   SOLE   4,918 0 0
MICROSOFT CORP COM 594918104 328,496 1,212,610 SH   SOLE   328,496 0 0
MORGAN STANLEY COM NEW 617446448 37,573 409,780 SH   SOLE   37,573 0 0
NEWMONT CORP COM 651639106 98,425 1,552,940 SH   SOLE   98,425 0 0
ORMAT TECHNOLOGIES INC COM 686688102 19,726 283,700 SH   SOLE   19,726 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 7,034 120,000 SH   SOLE   7,034 0 0
PACCAR INC COM 693718108 3,059 34,270 SH   SOLE   3,059 0 0
PAYPAL HLDGS INC COM 70450Y103 60,635 208,025 SH   SOLE   60,635 0 0
PEPSICO INC COM 713448108 89,632 604,924 SH   SOLE   89,632 0 0
PLAYAGS INC COM 72814N104 5,940 600,000 SH   SOLE   5,940 0 0
PQ GROUP HLDGS INC COM 73943T103 8,525 555,000 SH   SOLE   8,525 0 0
QUIDEL CORP COM 74838J101 112,131 875,200 SH   SOLE   112,131 0 0
ROSS STORES INC COM 778296103 95,998 774,180 SH   SOLE   95,998 0 0
SOLARWINDS CORP COM 83417Q105 7,094 420,000 SH   SOLE   7,094 0 0
SOTERA HEALTH CO COM 83601L102 4,967 205,000 SH   SOLE   4,967 0 0
STARBUCKS CORP COM 855244109 69,260 619,440 SH   SOLE   69,260 0 0
STRYKER CORPORATION COM 863667101 99,882 384,560 SH   SOLE   99,882 0 0
T-MOBILE US INC COM 872590104 26,518 183,100 SH   SOLE   26,518 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 60,060 499,836 SH   SOLE   60,060 0 0
JAMF HLDG CORP COM 47074L105 4,868 145,000 SH   SOLE   4,868 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 7,452 380,000 SH   SOLE   7,452 0 0
MULTIPLAN CORPORATION COM 62548M100 5,331 560,000 SH   SOLE   5,331 0 0
DATTO HLDG CORP COM 23821D100 8,074 290,000 SH   SOLE   8,074 0 0
MCAFEE CORP COM CL A 579063108 9,902 353,400 SH   SOLE   9,902 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128 3,696 144,254 SH   SOLE   3,696 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109 8,210 370,000 PRN   SOLE   8,210 0 0
UNITEDHEALTH GROUP INC COM 91324P102 116,649 291,302 SH   SOLE   116,649 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 33,017 148,503 SH   SOLE   33,017 0 0
WESCO INTL INC COM 95082P105 7,506 73,000 SH   SOLE   7,506 0 0
WIDEOPENWEST INC COM 96758W101 5,979 288,700 SH   SOLE   5,979 0 0