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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 353,099 2,619,623 SH   SOLE   19,158 2,600,465 0
ALLEGION PUB LTD CO ORD SHS G0176J109 152,492 1,471,218 SH   SOLE   10,763 1,460,455 0
ALPHABET INC CAP STK CL C 02079K107 1,393,237 1,142,934 SH   SOLE   8,487 1,134,447 0
AMAZON COM INC COM 023135106 126,449 72,843 SH   SOLE   534 72,309 0
ANALOG DEVICES INC COM 032654105 521,631 4,668,677 SH   SOLE   34,233 4,634,444 0
APPLIED MATLS INC COM 038222105 229,550 4,600,194 SH   SOLE   36,793 4,563,401 0
APTIV PLC SHS G6095L109 495,275 5,665,465 SH   SOLE   43,255 5,622,210 0
AUTOMATIC DATA PROCESSING IN COM 053015103 351,861 2,179,786 SH   SOLE   15,986 2,163,800 0
BECTON DICKINSON & CO COM 075887109 92,924 367,347 SH   SOLE   2,712 364,635 0
CERNER CORP COM 156782104 206,923 3,035,396 SH   SOLE   22,206 3,013,190 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 786,794 13,055,572 SH   SOLE   88,666 12,966,906 0
COOPER COS INC COM NEW 216648402 453,846 1,528,102 SH   SOLE   11,205 1,516,897 0
CREDICORP LTD COM G2519Y108 283,336 1,359,317 SH   SOLE   10,558 1,348,759 0
DEERE & CO COM 244199105 715,951 4,244,436 SH   SOLE   31,042 4,213,394 0
DENTSPLY SIRONA INC COM 24906P109 884,455 16,590,781 SH   SOLE   121,378 16,469,403 0
EQUIFAX INC COM 294429105 312,773 2,223,452 SH   SOLE   16,305 2,207,147 0
HENRY SCHEIN INC COM 806407102 634,485 9,991,893 SH   SOLE   73,100 9,918,793 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 27,722 839,547 SH   SOLE   0 839,547 0
INGERSOLL-RAND PLC SHS G47791101 350,802 2,847,184 SH   SOLE   20,783 2,826,401 0
JONES LANG LASALLE INC COM 48020Q107 664,025 4,775,096 SH   SOLE   35,473 4,739,623 0
MERCADOLIBRE INC COM 58733R102 384,410 697,368 SH   SOLE   5,113 692,255 0
MICROCHIP TECHNOLOGY INC COM 595017104 44,648 480,549 SH   SOLE   0 480,549 0
MICROSOFT CORP COM 594918104 508,251 3,655,694 SH   SOLE   26,552 3,629,142 0
NUTANIX INC CL A 67059N108 380,265 14,486,284 SH   SOLE   105,439 14,380,845 0
NVIDIA CORP COM 67066G104 23,433 134,617 SH   SOLE   0 134,617 0
SALESFORCE COM INC COM 79466L302 326,692 2,200,836 SH   SOLE   17,107 2,183,729 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 584,693 11,679,851 SH   SOLE   88,949 11,590,902 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 31,176 105,050 SH   SOLE   0 105,050 0
STERICYCLE INC COM 858912108 152,186 2,988,148 SH   SOLE   22,052 2,966,096 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,468 160,665 SH   SOLE   0 160,665 0
TE CONNECTIVITY LTD REG SHS H84989104 425,764 4,569,259 SH   SOLE   35,053 4,534,206 0
TEXAS INSTRS INC COM 882508104 708,652 5,483,228 SH   SOLE   33,253 5,449,975 0
THE CHARLES SCHWAB CORPORATI COM 808513105 1,133,280 27,092,510 SH   SOLE   201,737 26,890,773 0
THERMO FISHER SCIENTIFIC INC COM 883556102 623,263 2,139,813 SH   SOLE   15,619 2,124,194 0
TWILIO INC CL A 90138F102 102,522 932,356 SH   SOLE   6,825 925,531 0
WATERS CORP COM 941848103 70,222 314,574 SH   SOLE   2,327 312,247 0