Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,, ,594918104,201333000.0,743200.0,28.605 ALIBABA GROUP HLDG LTD,BABA,sponsored ads, ,01609W102,129467000.0,570891.0,18.395 GLOBAL PMTS INC,GPN,,Buy,37940X102,111953000.0,596955.0,15.906 LIVENT CORP,LTHM,, ,53814L108,73124000.0,3777080.0,10.389 DYNATRACE INC,DT,,Buy,268150109,64764000.0,1108600.0,9.202 EURONET WORLDWIDE INC,EEFT,, ,298736109,63606000.0,469939.0,9.037 CERIDIAN HCM HLDG INC,CDAY,, ,15677J108,17749000.0,185037.0,2.522 AMAZON COM INC,AMZN,, ,023135106,5986000.0,1740.0,0.85 CONSTELLATION BRANDS INC,STZ,cl a,Buy,21036P108,4260000.0,18215.0,0.605 FACEBOOK INC,FB,cl a, ,30303M102,4252000.0,12230.0,0.604 PROCTER AND GAMBLE CO,PG,, ,742718109,3758000.0,27850.0,0.534 SERVICENOW INC,NOW,, ,81762P102,3676000.0,6690.0,0.522 AMPHENOL CORP NEW,APH,cl a, ,032095101,3622000.0,52940.0,0.515 ADOBE SYSTEMS INCORPORATED,ADBE,, ,00724F101,3285000.0,5610.0,0.467 LAUDER ESTEE COS INC,EL,cl a,Buy,518439104,3119000.0,9807.0,0.443 PERFORMANCE FOOD GROUP CO,PFGC,, ,71377A103,1915000.0,39500.0,0.272 AUTODESK INC,ADSK,, ,052769106,1889000.0,6470.0,0.268 ALPHABET INC,GOOGL,cap stk cl a, ,02079K305,1709000.0,700.0,0.243 ECOLAB INC,ECL,, ,278865100,1590000.0,7720.0,0.226 SIMON PPTY GROUP INC NEW,SPG,, ,828806109,1057000.0,8100.0,0.15 UBER TECHNOLOGIES INC,UBER,, ,90353T100,1050000.0,20950.0,0.149 PELOTON INTERACTIVE INC,PTON,,New,70614W100,667000.0,5375.0,0.095