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
ABBVIE INC COM 00287Y109 6,595,034 48,950 SH SOLE 48,950 0 0
BARRICK GOLD CORP COM 067901108 86,564,177 5,111,381 SH SOLE 5,111,381 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 185,328 379 SH SOLE 379 0 0
ALIGN TECHNOLOGY INC COM 016255101 74,171,040 209,736 SH SOLE 209,736 0 0
ADVANCED MICRO DEVICES INC COM 007903107 58,586,306 514,321 SH SOLE 514,321 0 0
AMGEN INC COM 031162100 11,656,050 52,500 SH SOLE 52,500 0 0
AMAZON COM INC COM 023135106 128,775,605 987,846 SH SOLE 987,846 0 0
BROADCOM INC COM 11135F101 126,211,065 145,500 SH SOLE 145,500 0 0
AVANTOR INC COM 05352A100 1,508,458 73,440 SH SOLE 73,440 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 44,100,485 529,100 SH SOLE 529,100 0 0
BIOGEN INC COM 09062X103 81,894,375 287,500 SH SOLE 287,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 96,783,088 3,061,787 SH SOLE 3,061,787 0 0
BANK MONTREAL QUE COM 063671101 1,645,531 18,200 SH SOLE 18,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 33,976,380 531,296 SH SOLE 531,296 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 1,502,664 30,000 SH SOLE 30,000 0 0
CITIGROUP INC COM NEW 172967424 115,621,542 2,511,328 SH SOLE 2,511,328 0 0
CATERPILLAR INC COM 149123101 5,560,730 22,600 SH SOLE 22,600 0 0
CLOROX CO DEL COM 189054109 81,984,007 515,493 SH SOLE 515,493 0 0
CAMPBELL SOUP CO COM 134429109 9,975,477 218,234 SH SOLE 218,234 0 0
SALESFORCE INC COM 79466L302 68,418,453 323,859 SH SOLE 323,859 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 16,851,277 114,736 SH SOLE 114,736 0 0
DATADOG INC CL A COM 23804L103 69,526,229 706,711 SH SOLE 706,711 0 0
DOLLAR GEN CORP NEW COM 256677105 88,285,600 520,000 SH SOLE 520,000 0 0
DISNEY WALT CO COM 254687106 70,328,892 787,734 SH SOLE 787,734 0 0
DEXCOM INC COM 252131107 23,379,311 181,926 SH SOLE 181,926 0 0
LAUDER ESTEE COS INC CL A 518439104 116,967,267 595,617 SH SOLE 595,617 0 0
GILEAD SCIENCES INC COM 375558103 9,409,939 122,096 SH SOLE 122,096 0 0
GENERAL MLS INC COM 370334104 11,428,300 149,000 SH SOLE 149,000 0 0
ALPHABET INC CAP STK CL A 02079K305 248,687,643 2,077,591 SH SOLE 2,077,591 0 0
GENUINE PARTS CO COM 372460105 6,007,665 35,500 SH SOLE 35,500 0 0
GRAINGER W W INC COM 384802104 5,046,976 6,400 SH SOLE 6,400 0 0
HALLIBURTON CO COM 406216101 6,762,950 205,000 SH SOLE 205,000 0 0
HERSHEY CO COM 427866108 6,741,900 27,000 SH SOLE 27,000 0 0
INTEL CORP COM 458140100 58,520,000 1,750,000 SH SOLE 1,750,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,070,294 20,677 SH SOLE 20,677 0 0
JOHNSON & JOHNSON COM 478160104 9,914,648 59,900 SH SOLE 59,900 0 0
JPMORGAN CHASE & CO COM 46625H100 73,306,705 504,034 SH SOLE 504,034 0 0
COCA COLA CO COM 191216100 4,193,782 69,641 SH SOLE 69,641 0 0
LILLY ELI & CO COM 532457108 20,483,640 43,677 SH SOLE 43,677 0 0
CHENIERE ENERGY INC COM NEW 16411R208 27,729,520 182,000 SH SOLE 182,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 88,612,850 225,306 SH SOLE 225,306 0 0
MOODYS CORP COM 615369105 154,405,066 444,050 SH SOLE 444,050 0 0
3M CO COM 88579Y101 650,585 6,500 SH SOLE 6,500 0 0
MERCK & CO INC COM 58933Y105 80,530,566 697,899 SH SOLE 697,899 0 0
MARVELL TECHNOLOGY INC COM 573874104 73,617,576 1,231,475 SH SOLE 1,231,475 0 0
MICROSOFT CORP COM 594918104 175,027,344 513,970 SH SOLE 513,970 0 0
MICRON TECHNOLOGY INC COM 595112103 85,981,254 1,362,403 SH SOLE 1,362,403 0 0
NEXTERA ENERGY INC COM 65339F101 79,795,719 1,075,414 SH SOLE 1,075,414 0 0
NEWMONT CORP COM 651639106 83,867,513 1,965,952 SH SOLE 1,965,952 0 0
NIKE INC CL B 654106103 141,031,780 1,277,809 SH SOLE 1,277,809 0 0
SERVICENOW INC COM 81762P102 46,514,257 82,770 SH SOLE 82,770 0 0
NVIDIA CORPORATION COM 67066G104 304,147,573 718,991 SH SOLE 718,991 0 0
NXP SEMICONDUCTORS N V COM N6596X109 68,059,171 332,515 SH SOLE 332,515 0 0
PACCAR INC COM 693718108 7,152,075 85,500 SH SOLE 85,500 0 0
PROPERTYGURU GROUP LTD ORD SHS G7258M108 8,850,932 1,993,453 SH SOLE 1,993,453 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 1,712,829 37,500 SH SOLE 37,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 5,389,050 7,500 SH SOLE 7,500 0 0
RESMED INC COM 761152107 22,476,877 102,869 SH SOLE 102,869 0 0
ROLLINS INC COM 775711104 5,139,600 120,000 SH SOLE 120,000 0 0
UNITY SOFTWARE INC COM 91332U101 27,242,837 627,426 SH SOLE 627,426 0 0
UBER TECHNOLOGIES INC COM 90353T100 41,977,904 972,386 SH SOLE 972,386 0 0
UNION PAC CORP COM 907818108 95,053,971 464,539 SH SOLE 464,539 0 0
VISA INC COM CL A 92826C839 5,224,560 22,000 SH SOLE 22,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,198,340 86,000 SH SOLE 86,000 0 0
WASTE MGMT INC DEL COM 94106L109 33,720,132 194,442 SH SOLE 194,442 0 0
ZOETIS INC CL A 98978V103 29,314,448 170,225 SH SOLE 170,225 0 0
BANK AMERICA CORP COM 060505104 23,309,994 812,478 SH SOLE 812,478 0 0
APPLIED MATLS INC COM 038222105 83,855,026 580,151 SH SOLE 580,151 0 0
EOG RES INC COM 26875P101 61,711,770 539,250 SH SOLE 539,250 0 0
LAM RESEARCH CORP COM 512807108 72,412,394 112,641 SH SOLE 112,641 0 0
OCCIDENTAL PETE CORP COM 674599105 56,851,016 966,854 SH SOLE 966,854 0 0
BAXTER INTL INC COM 071813109 1,012,025 22,213 SH SOLE 22,213 0 0
AMERISOURCEBERGEN CORP COM 03073E105 8,370,705 43,500 SH SOLE 43,500 0 0
ANSYS INC COM 03662Q105 17,306,148 52,400 SH SOLE 52,400 0 0
ACTIVISION BLIZZARD INC COM 00507V109 73,655,187 873,727 SH SOLE 873,727 0 0
COLGATE PALMOLIVE CO COM 194162103 3,001,710 38,963 SH SOLE 38,963 0 0
CANADIAN NATL RY CO COM 136375102 21,892,163 180,581 SH SOLE 180,581 0 0
FRANCO NEV CORP COM 351858105 77,847,079 545,581 SH SOLE 545,581 0 0
HUMANA INC COM 444859102 5,815,820 13,007 SH SOLE 13,007 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,965,750 25,000 SH SOLE 25,000 0 0
TECK RESOURCES LTD CL B 878742204 23,167,958 550,000 SH SOLE 550,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,032,750 47,921 SH SOLE 47,921 0 0
UNITED RENTALS INC COM 911363109 14,697,210 33,000 SH SOLE 33,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 60,051,098 721,768 SH SOLE 721,768 0 0
EXXON MOBIL CORP COM 30231G102 5,180,712 48,305 SH SOLE 48,305 0 0