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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   87,660,121 173,722 SH   SOLE   173,722 0 0
ALPHABET INC CAP STK CL A 02079K305   437,994,030 2,901,968 SH   SOLE   2,901,968 0 0
ANALOG DEVICES INC COM 032654105   89,979,418 454,924 SH   SOLE   454,924 0 0
AUTOZONE INC COM 053332102   411,290,325 130,500 SH   SOLE   130,500 0 0
BECTON DICKINSON & CO COM 075887109   137,863,798 557,138 SH   SOLE   557,138 0 0
BRUKER CORP COM 116794108   15,392,821 163,858 SH   SOLE   163,858 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   155,653,364 2,677,677 SH   SOLE   2,677,677 0 0
CME GROUP INC COM 12572Q105   204,858,554 951,547 SH   SOLE   951,547 0 0
COLGATE PALMOLIVE CO COM 194162103   53,216,668 590,968 SH   SOLE   590,968 0 0
DONALDSON INC COM 257651109   13,800,864 184,800 SH   SOLE   184,800 0 0
EXPONENT INC COM 30214U102   9,558,964 115,600 SH   SOLE   115,600 0 0
FACTSET RESH SYS INC COM 303075105   80,890,962 178,021 SH   SOLE   178,021 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   12,573,140 97,000 SH   SOLE   97,000 0 0
FOX FACTORY HLDG CORP COM 35138V102   5,712,079 109,700 SH   SOLE   109,700 0 0
GRACO INC COM 384109104   166,225,526 1,778,574 SH   SOLE   1,778,574 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   116,284,223 2,077,617 SH   SOLE   2,077,617 0 0
INTER PARFUMS INC COM 458334109   11,015,984 78,400 SH   SOLE   78,400 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   13,603,813 129,696 SH   SOLE   129,696 0 0
JOHNSON & JOHNSON COM 478160104   186,136,320 1,176,663 SH   SOLE   1,176,663 0 0
KENVUE INC COM 49177J102   33,133,060 1,543,945 SH   SOLE   1,543,945 0 0
LOWES COS INC COM 548661107   139,473,081 547,533 SH   SOLE   547,533 0 0
MASTERCARD INCORPORATED CL A 57636Q104   348,585,408 723,852 SH   SOLE   723,852 0 0
MEDPACE HLDGS INC COM 58506Q109   15,478,945 38,300 SH   SOLE   38,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   152,001,367 114,176 SH   SOLE   114,176 0 0
MICROSOFT CORP COM 594918104   582,205,799 1,383,832 SH   SOLE   1,383,832 0 0
MIDDLEBY CORP COM 596278101   88,050,373 547,611 SH   SOLE   547,611 0 0
MOODYS CORP COM 615369105   382,662,655 973,622 SH   SOLE   973,622 0 0
MSCI INC COM 55354G100   178,557,689 318,597 SH   SOLE   318,597 0 0
NATIONAL RESH CORP COM NEW 637372202   6,733,700 170,000 SH   SOLE   170,000 0 0
NIKE INC CL B 654106103   107,103,367 1,139,640 SH   SOLE   1,139,640 0 0
ORACLE CORP COM 68389X105   212,500,843 1,691,751 SH   SOLE   1,691,751 0 0
OTIS WORLDWIDE CORP COM 68902V107   185,967,554 1,873,351 SH   SOLE   1,873,351 0 0
PEPSICO INC COM 713448108   212,977,019 1,216,942 SH   SOLE   1,216,942 0 0
POWER INTEGRATIONS INC COM 739276103   5,659,605 79,100 SH   SOLE   79,100 0 0
S&P GLOBAL INC COM 78409V104   122,164,564 287,142 SH   SOLE   287,142 0 0
SHERWIN WILLIAMS CO COM 824348106   240,148,477 691,413 SH   SOLE   691,413 0 0
SIMPSON MFG INC COM 829073105   12,946,858 63,100 SH   SOLE   63,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   489,532,797 3,598,183 SH   SOLE   3,598,183 0 0
TJX COS INC NEW COM 872540109   236,799,169 2,334,837 SH   SOLE   2,334,837 0 0
TREX CO INC COM 89531P105   11,398,333 114,269 SH   SOLE   114,269 0 0
UNITEDHEALTH GROUP INC COM 91324P102   282,533,559 571,121 SH   SOLE   571,121 0 0
WD 40 CO COM 929236107   8,865,850 35,000 SH   SOLE   35,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   18,550,475 241,700 SH   SOLE   241,700 0 0
XPEL INC COM 98379L100   4,168,831 77,172 SH   SOLE   77,172 0 0