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 INCCOM00508Y102267,1371,935,774SH SOLE 14,1431,921,6310
ALPHABET INCCAP STK CL C02079K1071,417,4871,060,184SH SOLE 7,7511,052,4330
AMAZON COM INCCOM02313510680,81743,736SH SOLE 31943,4170
ANALOG DEVICES INCCOM032654105328,1882,761,595SH SOLE 20,1902,741,4050
APPLIED MATLS INCCOM038222105257,9534,225,964SH SOLE 34,2084,191,7560
APTIV PLCSHSG6095L109560,5985,902,893SH SOLE 44,8205,858,0730
AUTOMATIC DATA PROCESSING INCOM053015103242,5481,422,570SH SOLE 10,4001,412,1700
BAXTER INTL INCCOM071813109570,1056,817,806SH SOLE 49,8466,767,9600
BECTON DICKINSON & COCOM075887109100,105368,075SH SOLE 2,712365,3630
CBRE GROUP INCCL A12504L1092,72844,506SH SOLE 32544,1810
CERNER CORPCOM156782104329,4734,489,340SH SOLE 32,8224,456,5180
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102927,13414,948,951SH SOLE 99,21114,849,7400
COOPER COS INCCOM NEW216648402491,2271,528,921SH SOLE 11,2051,517,7160
CREDICORP LTDCOMG2519Y108290,1571,361,407SH SOLE 10,5581,350,8490
DEERE & COCOM244199105103,854599,414SH SOLE 4,382595,0320
DENTSPLY SIRONA INCCOM24906P109918,10516,223,796SH SOLE 118,53216,105,2640
EQUIFAX INCCOM294429105335,3942,393,621SH SOLE 17,5002,376,1210
HENRY SCHEIN INCCOM806407102688,07910,312,936SH SOLE 75,39910,237,5370
HUAZHU GROUP LTDSPONSORED ADS44332N10649,4171,233,262SH SOLE 01,233,2620
ILLUMINA INCCOM452327109194,150585,247SH SOLE 4,273580,9740
INGERSOLL-RAND PLCSHSG47791101333,0552,505,677SH SOLE 18,3192,487,3580
JONES LANG LASALLE INCCOM48020Q107831,6864,777,332SH SOLE 35,4734,741,8590
MERCADOLIBRE INCCOM58733R102399,090697,783SH SOLE 5,113692,6700
MICROCHIP TECHNOLOGY INCCOM59501710450,354480,848SH SOLE 0480,8480
MICROSOFT CORPCOM594918104431,7082,737,527SH SOLE 20,0142,717,5130
NUTANIX INCCL A67059N108454,16114,528,495SH SOLE 105,43914,423,0560
NVIDIA CORPCOM67066G10410,00042,498SH SOLE 042,4980
PENUMBRA INCCOM70975L10767,730412,309SH SOLE 3,003409,3060
SALESFORCE COM INCCOM79466L302358,8062,206,134SH SOLE 17,1072,189,0270
SENSATA TECHNOLOGIES HLDNG PSHSG8060N102630,61111,706,165SH SOLE 88,94911,617,2160
SPDR S&P 500 ETF TRTR UNIT78462F10346,428144,250SH SOLE 0144,2500
STERICYCLE INCCOM858912108220,6213,457,470SH SOLE 25,2763,432,1940
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391006,887118,534SH SOLE 0118,5340
TE CONNECTIVITY LTDREG SHSH84989104516,4735,388,908SH SOLE 39,3995,349,5090
TEXAS INSTRS INCCOM882508104632,2764,928,493SH SOLE 28,4424,900,0510
THE CHARLES SCHWAB CORPORATICOM8085131051,414,40629,739,409SH SOLE 221,00529,518,4040
THERMO FISHER SCIENTIFIC INCCOM883556102672,6772,070,603SH SOLE 15,1282,055,4750
TWILIO INCCL A90138F102330,5503,363,351SH SOLE 24,6613,338,6900
WATERS CORPCOM94184810373,858316,104SH SOLE 2,327313,7770