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
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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
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 819,700 10,000 SH   SOLE   819,700 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 37,914,675 239,315 SH   SOLE   37,914,675 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 198,883,054 1,328,988 SH   SOLE   198,883,054 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 102,090,335 1,211,036 SH   SOLE   102,090,335 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 231,182,628 2,620,227 SH   SOLE   231,182,628 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 8,135,724 72,170 SH   SOLE   8,135,724 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 BBG001S5NYW0 201,968 10,400 SH   SOLE   201,968 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 31,129,520 488,000 SH   SOLE   31,129,520 0 0
APPLE INC COM 037833100 BBG001S5N8V8 5,709,904 43,946 SH   SOLE   5,709,904 0 0
ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 6,815,430 369,000 SH   SOLE   6,815,430 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   1,045,000 550,000 SH   SOLE   1,045,000 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 24,289,407 9,849 SH   SOLE   24,289,407 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 BBG00G6D6HB3 1,313,200 1,683,590 SH   SOLE   1,313,200 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 24,138,317 550,020 SH   SOLE   24,138,317 0 0
BLACKSTONE INC COM 09260D107   26,708,400 360,000 SH   SOLE   26,708,400 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BPHNYT8 6,120,602 214,000 SH   SOLE   6,120,602 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG01BPHP4W8 21,548,366 686,000 SH   SOLE   21,548,366 0 0
CARLYLE GROUP INC COM 14316J108   43,984,160 1,474,000 SH   SOLE   43,984,160 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 56,277,065 698,140 SH   SOLE   56,277,065 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 64,855,748 1,134,040 SH   SOLE   64,855,748 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 54,970,207 697,680 SH   SOLE   54,970,207 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 56,352,057 1,611,440 SH   SOLE   56,352,057 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   8,264,600 430,000 SH   SOLE   8,264,600 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 6,964,754 69,460 SH   SOLE   6,964,754 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 5,639,600 460,000 SH   SOLE   5,639,600 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 6,774,380 114,820 SH   SOLE   6,774,380 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 287,919,746 1,160,452 SH   SOLE   287,919,746 0 0
ETSY INC COM 29786A106 BBG001T53625 93,849,546 783,516 SH   SOLE   93,849,546 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 BBG012F6M198 4,600,200 340,000 SH   SOLE   4,600,200 0 0
FUNKO INC COM CL A 361008105 BBG00HXSHDR8 7,473,350 685,000 SH   SOLE   7,473,350 0 0
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 23,396,723 297,479 SH   SOLE   23,396,723 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,743,661 109,440 SH   SOLE   2,743,661 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 7,260,218 452,350 SH   SOLE   7,260,218 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 128,962,275 316,115 SH   SOLE   128,962,275 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 20,176,375 196,670 SH   SOLE   20,176,375 0 0
INTUIT COM 461202103 BBG001S6TWR2 172,742,453 443,817 SH   SOLE   172,742,453 0 0
KEYCORP COM 493267108 BBG001S5SKV6 79,860,945 4,584,440 SH   SOLE   79,860,945 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 46,860,990 1,009,500 SH   SOLE   46,860,990 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 93,749,596 292,620 SH   SOLE   93,749,596 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 52,775,729 363,820 SH   SOLE   52,775,729 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C32 5,499,900 30,000 SH   SOLE   5,499,900 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 329,707,174 1,374,811 SH   SOLE   329,707,174 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 19,540,997 229,840 SH   SOLE   19,540,997 0 0
N-ABLE INC COMMON STOCK 62878D100 BBG00YJKWXF6 5,010,472 487,400 SH   SOLE   5,010,472 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 48,778,368 1,033,440 SH   SOLE   48,778,368 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG001S9LPW3 32,044,299 370,540 SH   SOLE   32,044,299 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 BBG00Y29RQ42 0 125,000 SH   SOLE   0 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 71,035,718 717,750 SH   SOLE   71,035,718 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 89,714,196 1,259,677 SH   SOLE   89,714,196 0 0
PEPSICO INC COM 713448108 BBG001S695T1 54,998,324 304,430 SH   SOLE   54,998,324 0 0
PLAYAGS INC COM 72814N104 BBG00JKZKM16 2,689,424 527,338 SH   SOLE   2,689,424 0 0
QUIDELORTHO CORP COM 219798105 BBG017TGV7N1 53,576,819 625,386 SH   SOLE   53,576,819 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 62,300,921 536,753 SH   SOLE   62,300,921 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG101 4,040,050 485,000 SH   SOLE   4,040,050 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 92,422,656 931,680 SH   SOLE   92,422,656 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 126,864,883 518,896 SH   SOLE   126,864,883 0 0
SYROS PHARMACEUTICALS INC COM NEW 87184Q206   197,450 55,000 SH   SOLE   197,450 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 22,735,300 162,395 SH   SOLE   22,735,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 129,022,639 1,732,080 SH   SOLE   129,022,639 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   13,803,900 775,500 SH   SOLE   13,803,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 132,367,920 249,666 SH   SOLE   132,367,920 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 52,033,144 481,610 SH   SOLE   52,033,144 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 11,643,600 93,000 SH   SOLE   11,643,600 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WG3 5,466,000 600,000 SH   SOLE   5,466,000 0 0