2020-Q1

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Acuity Brands, Inc. US00508Y1029	-19K	1.9M	SELL	$67.50–$129.00
Alphabet Inc. US02079K1079	-24M	400M	SELL	$2.43–$3.53
Analog Devices, Inc. US0326541051	-745	2.8M	SELL	$80.36–$114.94
Applied Materials, Inc. US0382221051	-75K	4.2M	SELL	$35.60–$63.67
Baxter International Inc. US0718131099	+3.3M	10M	BUY	$65.44–$86.01
Becton, Dickinson and Company US0758871091	+1.4M	1.8M	BUY	$185.87–$253.32
CBRE Group, Inc. US12504L1098	+6.1M	6.2M	BUY	$28.60–$59.00
Cerner Corporation US1567821046	+725K	5.2M	BUY
Cognizant Technology Solutions Corporation US1924461023	+1.1M	16M	BUY	$39.79–$64.41
DENTSPLY SIRONA Inc. US24906P1093	+2.4M	19M	BUY	$29.37–$54.40
Equifax Inc. US2944291051	-181K	2.2M	SELL	$100.00–$150.00
H World Group Limited US44332N1063	+47K	1.3M	BUY	$23.00–$36.80
Illumina, Inc. US4523271090	+1.1M	1.7M	BUY	$188.82–$302.40
Jones Lang LaSalle Incorporated US48020Q1076	+15K	4.8M	BUY	$75.00–$162.00
MercadoLibre, Inc. US58733R1023	-36K	662K	SELL	$413.45–$696.00
Microsoft Corporation US5949181045	-1.7M	1.1M	SELL	$121.63–$173.38
Microchip Technology Incorporated US5950171042	+2.2K	1.9M	BUY	$12.96–$25.46
Nutanix, Inc. US67059N1081	-509K	14M	SELL	$11.43–$34.60
NVIDIA Corporation US67066G1040	-988K	712K	SELL	$4.45–$7.29
Penumbra, Inc. US70975L1070	+309K	721K	BUY	$122.00–$179.00
Salesforce, Inc. US79466L3024	-310K	1.9M	SELL	$112.50–$178.86
Henry Schein, Inc. US8064071025	+2.9M	13M	BUY	$41.87–$68.24
The Charles Schwab Corporation US8085131055	+2.7M	32M	BUY	$26.04–$44.85
Stericycle, Inc. US8589121081	-220K	3.2M	SELL	$38.05–$60.70
Taiwan Semiconductor Manufacturing Company Limited US8740391003	-51K	68K	SELL	$40.21–$54.64
Texas Instruments Incorporated US8825081040	-163K	4.8M	SELL	$89.37–$123.28
Thermo Fisher Scientific Inc. US8835561023	-159K	1.9M	SELL	$234.85–$315.95
Trimble Inc. US8962391004	+6.9M	11M	BUY	$19.70–$42.60
Twilio Inc. US90138F1021	-1.1M	2.3M	SELL	$65.97–$118.86
Waters Corporation US9418481035	+326	316K	BUY	$156.00–$220.00