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
Expires: July 31, 2015
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
ADTALEM GLOBAL ED INC COM 00737L103 724,290 7,000 SH SOLE - 7,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 1,651,844 5,730 SH SOLE - 5,730 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,455,640 26,480 SH SOLE - 26,480 0 0
BROADCOM INC COM 11135F101 2,145,820 6,200 SH SOLE - 6,200 0 0
COMCAST CORP NEW CL A 20030N101 548,482 18,350 SH SOLE - 18,350 0 0
ORMAT TECHNOLOGIES INC COM 686688102 789,860 7,150 SH SOLE - 7,150 0 0
VERALTO CORP COM SHS 92338C103 1,806,018 18,100 SH SOLE - 18,100 0 0
WABTEC COM 929740108 3,248,709 15,220 SH SOLE - 15,220 0 0
CARLISLE COS INC COM 142339100 2,386,156 7,460 SH SOLE - 7,460 0 0
NETFLIX INC COM 64110L106 506,304 5,400 SH SOLE - 5,400 0 0
REPUBLIC SVCS INC COM 760759100 2,513,490 11,860 SH SOLE - 11,860 0 0
CARLISLE COS INC COM 142339100 20,973,220 65,570 SH DFND 1,2 65,570 0 0
NETFLIX INC COM 64110L106 16,998,688 181,300 SH DFND 1,2 181,300 0 0
REPUBLIC SVCS INC COM 760759100 19,688,297 92,900 SH DFND 1,2 92,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,895,913 43,330 SH SOLE - 43,330 0 0
ALPHABET INC CAP STK CL A 02079K305 3,561,940 11,380 SH SOLE - 11,380 0 0
APPLE INC COM 037833100 3,292,225 12,110 SH SOLE - 12,110 0 0
AUTOZONE INC COM 053332102 915,705 270 SH SOLE - 270 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,003,638 6,410 SH SOLE - 6,410 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,992,276 23,760 SH SOLE - 23,760 0 0
COLGATE PALMOLIVE CO COM 194162103 1,957,325 24,770 SH SOLE - 24,770 0 0
FAIR ISAAC CORP COM 303250104 253,593 150 SH SOLE - 150 0 0
HOME DEPOT INC COM 437076102 2,394,936 6,960 SH SOLE - 6,960 0 0
IDEXX LABS INC COM 45168D104 2,056,651 3,040 SH SOLE - 3,040 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,870,638 11,550 SH SOLE - 11,550 0 0
INTUIT COM 461202103 1,993,884 3,010 SH SOLE - 3,010 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,392,496 5,990 SH SOLE - 5,990 0 0
M & T BK CORP COM 55261F104 161,184 800 SH SOLE - 800 0 0
MARSH & MCLENNAN COS INC COM 571748102 133,574 720 SH SOLE - 720 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,350,106 7,620 SH SOLE - 7,620 0 0
MICROSOFT CORP COM 594918104 4,052,736 8,380 SH SOLE - 8,380 0 0
MORGAN STANLEY COM NEW 617446448 2,261,732 12,740 SH SOLE - 12,740 0 0
NASDAQ INC COM 631103108 2,936,240 30,230 SH SOLE - 30,230 0 0
NVIDIA CORPORATION COM 67066G104 8,327,225 44,650 SH SOLE - 44,650 0 0
PALO ALTO NETWORKS INC COM 697435105 3,089,034 16,770 SH SOLE - 16,770 0 0
RESMED INC COM 761152107 2,668,840 11,080 SH SOLE - 11,080 0 0
ROSS STORES INC COM 778296103 2,541,775 14,110 SH SOLE - 14,110 0 0
STRYKER CORPORATION COM 863667101 5,521,594 15,710 SH SOLE - 15,710 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,837,727 19,210 SH SOLE - 19,210 0 0
UNITED RENTALS INC COM 911363109 161,864 200 SH SOLE - 200 0 0
XYLEM INC COM 98419M100 4,210,686 30,920 SH SOLE - 30,920 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 79,408,139 583,583 SH DFND 1,2 583,583 0 0
ALPHABET INC CAP STK CL A 02079K305 153,682,687 490,999 SH DFND 1,2 490,999 0 0
APPLE INC COM 037833100 62,935,590 231,500 SH DFND 1,2 231,500 0 0
AUTOZONE INC COM 053332102 46,090,485 13,590 SH DFND 1,2 13,590 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 26,538,042 84,900 SH DFND 1,2 84,900 0 0
CHURCH & DWIGHT CO INC COM 171340102 42,847,350 511,000 SH DFND 1,2 511,000 0 0
COLGATE PALMOLIVE CO COM 194162103 36,512,771 462,070 SH DFND 1,2 462,070 0 0
FAIR ISAAC CORP COM 303250104 54,251,996 32,090 SH DFND 1,2 32,090 0 0
HOME DEPOT INC COM 437076102 17,452,752 50,720 SH DFND 1,2 50,720 0 0
IDEXX LABS INC COM 45168D104 54,176,522 80,080 SH DFND 1,2 80,080 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,625,812 139,700 SH DFND 1,2 139,700 0 0
INTUIT COM 461202103 47,733,985 72,060 SH DFND 1,2 72,060 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 45,320,127 80,020 SH DFND 1,2 80,020 0 0
M & T BK CORP COM 55261F104 35,299,296 175,200 SH DFND 1,2 175,200 0 0
MARSH & MCLENNAN COS INC COM 571748102 26,213,976 141,300 SH DFND 1,2 141,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 48,090,931 84,240 SH DFND 1,2 84,240 0 0
MICROSOFT CORP COM 594918104 183,906,177 380,270 SH DFND 1,2 380,270 0 0
MORGAN STANLEY COM NEW 617446448 19,972,125 112,500 SH DFND 1,2 112,500 0 0
NASDAQ INC COM 631103108 24,418,482 251,400 SH DFND 1,2 251,400 0 0
NVIDIA CORPORATION COM 67066G104 152,027,340 815,160 SH DFND 1,2 815,160 0 0
PALO ALTO NETWORKS INC COM 697435105 32,271,840 175,200 SH DFND 1,2 175,200 0 0
RESMED INC COM 761152107 16,893,658 70,136 SH DFND 1,2 70,136 0 0
ROSS STORES INC COM 778296103 56,509,918 313,700 SH DFND 1,2 313,700 0 0
STRYKER CORPORATION COM 863667101 53,212,558 151,400 SH DFND 1,2 151,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 79,801,514 262,600 SH DFND 1,2 262,600 0 0
UNITED RENTALS INC COM 911363109 19,496,519 24,090 SH DFND 1,2 24,090 0 0
XYLEM INC COM 98419M100 30,640,500 225,000 SH DFND 1,2 225,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 21,728,202 159,684 SH DFND 2 159,684 0 0
ALPHABET INC CAP STK CL A 02079K305 35,583,092 113,684 SH DFND 2 113,684 0 0
APPLE INC COM 037833100 24,237,135 89,153 SH DFND 2 89,153 0 0
AUTOZONE INC COM 053332102 15,366,886 4,531 SH DFND 2 4,531 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,599,189 21,112 SH DFND 2 21,112 0 0
CHURCH & DWIGHT CO INC COM 171340102 7,205,398 85,932 SH DFND 2 85,932 0 0
COLGATE PALMOLIVE CO COM 194162103 9,286,588 117,522 SH DFND 2 117,522 0 0
FAIR ISAAC CORP COM 303250104 15,589,207 9,221 SH DFND 2 9,221 0 0
HOME DEPOT INC COM 437076102 6,656,270 19,344 SH DFND 2 19,344 0 0
IDEXX LABS INC COM 45168D104 15,477,653 22,878 SH DFND 2 22,878 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,882,180 91,888 SH DFND 2 91,888 0 0
INTUIT COM 461202103 15,241,622 23,009 SH DFND 2 23,009 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,139,534 12,606 SH DFND 2 12,606 0 0
M & T BK CORP COM 55261F104 6,415,325 31,841 SH DFND 2 31,841 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,790,265 31,211 SH DFND 2 31,211 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,261,906 26,734 SH DFND 2 26,734 0 0
MICROSOFT CORP COM 594918104 33,813,743 69,918 SH DFND 2 69,918 0 0
MORGAN STANLEY COM NEW 617446448 15,406,586 86,783 SH DFND 2 86,783 0 0
NASDAQ INC COM 631103108 10,062,862 103,602 SH DFND 2 103,602 0 0
NVIDIA CORPORATION COM 67066G104 24,865,859 133,329 SH DFND 2 133,329 0 0
PALO ALTO NETWORKS INC COM 697435105 5,519,185 29,963 SH DFND 2 29,963 0 0
RESMED INC COM 761152107 7,423,854 30,821 SH DFND 2 30,821 0 0
ROSS STORES INC COM 778296103 18,169,641 100,864 SH DFND 2 100,864 0 0
STRYKER CORPORATION COM 863667101 16,217,529 46,142 SH DFND 2 46,142 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23,709,194 78,019 SH DFND 2 78,019 0 0
UNITED RENTALS INC COM 911363109 8,109,386 10,020 SH DFND 2 10,020 0 0
XYLEM INC COM 98419M100 6,505,863 47,774 SH DFND 2 47,774 0 0