2020-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Acuity Brands, Inc. US00508Y1029	-231K	3.3M	SELL	$75.50–$103.00
Alphabet Inc. US02079K1079	-17M	201M	SELL	$3.09–$3.78
Analog Devices, Inc. US0326541051	+8.3K	5.9M	BUY	$98.83–$119.86
Applied Materials, Inc. US0382221051	-15K	5.2M	SELL	$49.10–$73.92
Asana, Inc. US04342Y1047	-3.5M	6.3M	SELL
Baxter International Inc. US0718131099	+5.6M	17M	BUY	$62.43–$69.43
Becton, Dickinson and Company US0758871091	+284K	3.9M	BUY	$185.87–$203.61
CBRE Group, Inc. US12504L1098	+100K	9.9M	BUY	$37.00–$55.00
Cerner Corporation US1567821046	-12K	3M	SELL
Cisco Systems Inc US17275R1023	+4.9M	23M	BUY	$30.53–$36.97
Cognizant Technology Solutions Corporation US1924461023	-2.2M	14M	SELL	$58.56–$66.99
DENTSPLY SIRONA Inc. US24906P1093	-570K	19M	SELL	$36.59–$45.46
Equifax Inc. US2944291051	+3.6M	5.7M	BUY	$116.00–$159.00
Gartner, Inc. US3666511072	-207K	5.4M	SELL	$100.00–$134.00
H World Group Limited US44332N1063	-196K	644K	SELL	$33.20–$44.20
Illumina, Inc. US4523271090	+784K	2M	BUY	$248.75–$305.10
Jones Lang LaSalle Incorporated US48020Q1076	-20K	4.9M	SELL	$81.00–$125.00
MercadoLibre, Inc. US58733R1023	-20K	186K	SELL	$925.00–$1.41K
Microsoft Corporation US5949181045	-4.2K	1.1M	SELL	$172.98–$190.17
Microchip Technology Incorporated US5950171042	+33K	1.5M	BUY	$22.08–$29.78
Nutanix, Inc. US67059N1081	-64K	17M	SELL	$18.18–$27.77
Palo Alto Networks, Inc. US6974351057	-2.6M	16M	SELL	$31.42–$51.33
Penumbra, Inc. US70975L1070	-139K	594K	SELL	$143.00–$232.00
Salesforce, Inc. US79466L3024	-97K	659K	SELL	$180.94–$228.00
Henry Schein, Inc. US8064071025	-54K	13M	SELL	$48.67–$58.30
The Charles Schwab Corporation US8085131055	-1.8M	28M	SELL	$31.47–$43.72
Taiwan Semiconductor Manufacturing Company Limited US8740391003	+50K	225K	BUY	$69.90–$88.01
Texas Instruments Incorporated US8825081040	-560K	3.1M	SELL	$121.66–$137.24
Thermo Fisher Scientific Inc. US8835561023	-162K	1M	SELL	$368.40–$446.55
Trimble Inc. US8962391004	-1.8M	7.4M	SELL	$41.00–$54.50
Twilio Inc. US90138F1021	-153K	415K	SELL	$216.45–$305.60
Waters Corporation US9418481035	-1.2K	322K	SELL	$164.00–$202.00
Workday, Inc. US98138H1014	-1.9K	498K	SELL	$174.64–$211.90