2019-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Acuity Brands, Inc. US00508Y1029	-684K	1.9M	SELL	$104.00–$124.00
Alphabet Inc. US02079K1079	-33M	424M	SELL	$2.68–$3.06
Amazon.com, Inc. US0231351067	-582K	875K	SELL	$74.86–$83.92
Analog Devices, Inc. US0326541051	-1.9M	2.8M	SELL	$94.94–$107.76
Applied Materials, Inc. US0382221051	-374K	4.2M	SELL	$45.08–$56.68
Automatic Data Processing, Inc. US0530151036	-757K	1.4M	SELL	$142.84–$156.30
Becton, Dickinson and Company US0758871091	+746	377K	BUY	$213.71–$239.90
Cerner Corporation US1567821046	+1.5M	4.5M	BUY
Cognizant Technology Solutions Corporation US1924461023	+1.9M	15M	BUY	$53.74–$58.25
Deere & Company US2441991054	-3.6M	599K	SELL	$147.50–$163.00
DENTSPLY SIRONA Inc. US24906P1093	-367K	16M	SELL	$47.46–$52.57
Equifax Inc. US2944291051	+170K	2.4M	BUY	$120.00–$130.00
H World Group Limited US44332N1063	+394K	1.2M	BUY	$29.20–$36.80
Jones Lang LaSalle Incorporated US48020Q1076	+2.2K	4.8M	BUY	$119.00–$155.00
MercadoLibre, Inc. US58733R1023	+415	698K	BUY	$436.65–$539.80
Microsoft Corporation US5949181045	-918K	2.7M	SELL	$121.79–$142.62
Microchip Technology Incorporated US5950171042	+1.2K	1.9M	BUY	$20.59–$23.58
Nutanix, Inc. US67059N1081	+14M	15M	BUY	$21.54–$33.32
NVIDIA Corporation US67066G1040	-3.7M	1.7M	SELL	$3.95–$5.40
Salesforce, Inc. US79466L3024	+5.3K	2.2M	BUY	$127.92–$148.66
Henry Schein, Inc. US8064071025	+321K	10M	BUY	$55.57–$64.00
The Charles Schwab Corporation US8085131055	+2.6M	30M	BUY	$32.09–$45.99
Stericycle, Inc. US8589121081	+469K	3.5M	BUY	$44.05–$59.37
Taiwan Semiconductor Manufacturing Company Limited US8740391003	-42K	119K	SELL	$42.40–$53.80
Texas Instruments Incorporated US8825081040	-555K	4.9M	SELL	$104.82–$119.28
Thermo Fisher Scientific Inc. US8835561023	-69K	2.1M	SELL	$249.85–$295.85
Twilio Inc. US90138F1021	+2.4M	3.4M	BUY	$80.50–$107.02
Waters Corporation US9418481035	+1.5K	316K	BUY	$183.00–$210.00