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 255,556 2,669,270 SH   SOLE   19,411 2,649,859 0
ALPHABET INC CAP STK CL C 02079K107 1,272,875 900,443 SH   SOLE   6,551 893,892 0
ANALOG DEVICES INC COM 032654105 342,887 2,795,881 SH   SOLE   20,190 2,775,691 0
APPLIED MATLS INC COM 038222105 253,922 4,200,536 SH   SOLE   30,426 4,170,110 0
APTIV PLC SHS G6095L109 568,034 7,289,964 SH   SOLE   52,988 7,236,976 0
BAXTER INTL INC COM 071813109 913,185 10,606,094 SH   SOLE   77,147 10,528,947 0
BECTON DICKINSON & CO COM 075887109 617,568 2,581,049 SH   SOLE   18,776 2,562,273 0
CBRE GROUP INC CL A 12504L109 381,133 8,428,408 SH   SOLE   61,262 8,367,146 0
CERNER CORP COM 156782104 314,840 4,592,856 SH   SOLE   33,495 4,559,361 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 914,196 16,089,333 SH   SOLE   106,080 15,983,253 0
COOPER COS INC COM NEW 216648402 567,592 2,001,099 SH   SOLE   14,553 1,986,546 0
DENTSPLY SIRONA INC COM 24906P109 848,779 19,264,168 SH   SOLE   139,913 19,124,255 0
EQUIFAX INC COM 294429105 325,923 1,896,225 SH   SOLE   13,786 1,882,439 0
GARTNER INC COM 366651107 612,788 5,050,590 SH   SOLE   36,741 5,013,849 0
HENRY SCHEIN INC COM 806407102 781,747 13,388,379 SH   SOLE   96,932 13,291,447 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 29,446 840,122 SH   SOLE   0 840,122 0
ILLUMINA INC COM 452327109 439,425 1,186,514 SH   SOLE   8,626 1,177,888 0
JONES LANG LASALLE INC COM 48020Q107 504,584 4,877,089 SH   SOLE   35,473 4,841,616 0
MERCADOLIBRE INC COM 58733R102 350,536 355,596 SH   SOLE   2,586 353,010 0
MICROCHIP TECHNOLOGY INC. COM 595017104 37,598 357,024 SH   SOLE   0 357,024 0
MICROSOFT CORP COM 594918104 216,432 1,063,498 SH   SOLE   7,687 1,055,811 0
NUTANIX INC CL A 67059N108 365,850 15,433,452 SH   SOLE   112,179 15,321,273 0
PALO ALTO NETWORKS INC COM 697435105 767,040 3,339,749 SH   SOLE   24,296 3,315,453 0
PENUMBRA INC COM 70975L107 130,529 729,947 SH   SOLE   5,266 724,681 0
SALESFORCE COM INC COM 79466L302 237,700 1,268,882 SH   SOLE   9,230 1,259,652 0
SCHWAB CHARLES CORP COM 808513105 895,353 26,536,834 SH   SOLE   192,826 26,344,008 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 459,795 12,350,110 SH   SOLE   89,101 12,261,009 0
SMITH A O CORP COM 831865209 198,109 4,204,344 SH   SOLE   30,465 4,173,879 0
STERICYCLE INC COM 858912108 185,082 3,306,213 SH   SOLE   23,654 3,282,559 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,846 67,752 SH   SOLE   0 67,752 0
TE CONNECTIVITY LTD REG SHS H84989104 680,588 8,345,653 SH   SOLE   60,605 8,285,048 0
TEXAS INSTRS INC COM 882508104 591,778 4,660,768 SH   SOLE   26,410 4,634,358 0
THERMO FISHER SCIENTIFIC INC COM 883556102 595,860 1,644,477 SH   SOLE   11,994 1,632,483 0
TRANE TECHNOLOGIES PLC SHS G8994E103 297,148 3,339,487 SH   SOLE   24,293 3,315,194 0
TRIMBLE INC COM 896239100 494,953 11,459,890 SH   SOLE   83,148 11,376,742 0
TWILIO INC CL A 90138F102 208,770 951,465 SH   SOLE   6,919 944,546 0
VARIAN MED SYS INC COM 92220P105 400,301 3,267,228 SH   SOLE   23,732 3,243,496 0
WATERS CORP COM 941848103 58,217 322,713 SH   SOLE   2,327 320,386 0
WORKDAY INC CL A 98138H101 215,118 1,148,155 SH   SOLE   8,318 1,139,837 0