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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACUITY BRANDS INCCOM00508Y102353,0992,619,623SH SOLE 19,1582,600,4650
ALLEGION PUB LTD COORD SHSG0176J109152,4921,471,218SH SOLE 10,7631,460,4550
ALPHABET INCCAP STK CL C02079K1071,393,2371,142,934SH SOLE 8,4871,134,4470
AMAZON COM INCCOM023135106126,44972,843SH SOLE 53472,3090
ANALOG DEVICES INCCOM032654105521,6314,668,677SH SOLE 34,2334,634,4440
APPLIED MATLS INCCOM038222105229,5504,600,194SH SOLE 36,7934,563,4010
APTIV PLCSHSG6095L109495,2755,665,465SH SOLE 43,2555,622,2100
AUTOMATIC DATA PROCESSING INCOM053015103351,8612,179,786SH SOLE 15,9862,163,8000
BECTON DICKINSON & COCOM07588710992,924367,347SH SOLE 2,712364,6350
CERNER CORPCOM156782104206,9233,035,396SH SOLE 22,2063,013,1900
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102786,79413,055,572SH SOLE 88,66612,966,9060
COOPER COS INCCOM NEW216648402453,8461,528,102SH SOLE 11,2051,516,8970
CREDICORP LTDCOMG2519Y108283,3361,359,317SH SOLE 10,5581,348,7590
DEERE & COCOM244199105715,9514,244,436SH SOLE 31,0424,213,3940
DENTSPLY SIRONA INCCOM24906P109884,45516,590,781SH SOLE 121,37816,469,4030
EQUIFAX INCCOM294429105312,7732,223,452SH SOLE 16,3052,207,1470
HENRY SCHEIN INCCOM806407102634,4859,991,893SH SOLE 73,1009,918,7930
HUAZHU GROUP LTDSPONSORED ADS44332N10627,722839,547SH SOLE 0839,5470
INGERSOLL-RAND PLCSHSG47791101350,8022,847,184SH SOLE 20,7832,826,4010
JONES LANG LASALLE INCCOM48020Q107664,0254,775,096SH SOLE 35,4734,739,6230
MERCADOLIBRE INCCOM58733R102384,410697,368SH SOLE 5,113692,2550
MICROCHIP TECHNOLOGY INCCOM59501710444,648480,549SH SOLE 0480,5490
MICROSOFT CORPCOM594918104508,2513,655,694SH SOLE 26,5523,629,1420
NUTANIX INCCL A67059N108380,26514,486,284SH SOLE 105,43914,380,8450
NVIDIA CORPCOM67066G10423,433134,617SH SOLE 0134,6170
SALESFORCE COM INCCOM79466L302326,6922,200,836SH SOLE 17,1072,183,7290
SENSATA TECHNOLOGIES HLDNG PSHSG8060N102584,69311,679,851SH SOLE 88,94911,590,9020
SPDR S&P 500 ETF TRTR UNIT78462F10331,176105,050SH SOLE 0105,0500
STERICYCLE INCCOM858912108152,1862,988,148SH SOLE 22,0522,966,0960
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391007,468160,665SH SOLE 0160,6650
TE CONNECTIVITY LTDREG SHSH84989104425,7644,569,259SH SOLE 35,0534,534,2060
TEXAS INSTRS INCCOM882508104708,6525,483,228SH SOLE 33,2535,449,9750
THE CHARLES SCHWAB CORPORATICOM8085131051,133,28027,092,510SH SOLE 201,73726,890,7730
THERMO FISHER SCIENTIFIC INCCOM883556102623,2632,139,813SH SOLE 15,6192,124,1940
TWILIO INCCL A90138F102102,522932,356SH SOLE 6,825925,5310
WATERS CORPCOM94184810370,222314,574SH SOLE 2,327312,2470