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 INCCOM00508Y102255,5562,669,270SH SOLE 19,4112,649,8590
ALPHABET INCCAP STK CL C02079K1071,272,875900,443SH SOLE 6,551893,8920
ANALOG DEVICES INCCOM032654105342,8872,795,881SH SOLE 20,1902,775,6910
APPLIED MATLS INCCOM038222105253,9224,200,536SH SOLE 30,4264,170,1100
APTIV PLCSHSG6095L109568,0347,289,964SH SOLE 52,9887,236,9760
BAXTER INTL INCCOM071813109913,18510,606,094SH SOLE 77,14710,528,9470
BECTON DICKINSON & COCOM075887109617,5682,581,049SH SOLE 18,7762,562,2730
CBRE GROUP INCCL A12504L109381,1338,428,408SH SOLE 61,2628,367,1460
CERNER CORPCOM156782104314,8404,592,856SH SOLE 33,4954,559,3610
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102914,19616,089,333SH SOLE 106,08015,983,2530
COOPER COS INCCOM NEW216648402567,5922,001,099SH SOLE 14,5531,986,5460
DENTSPLY SIRONA INCCOM24906P109848,77919,264,168SH SOLE 139,91319,124,2550
EQUIFAX INCCOM294429105325,9231,896,225SH SOLE 13,7861,882,4390
GARTNER INCCOM366651107612,7885,050,590SH SOLE 36,7415,013,8490
HENRY SCHEIN INCCOM806407102781,74713,388,379SH SOLE 96,93213,291,4470
HUAZHU GROUP LTDSPONSORED ADS44332N10629,446840,122SH SOLE 0840,1220
ILLUMINA INCCOM452327109439,4251,186,514SH SOLE 8,6261,177,8880
JONES LANG LASALLE INCCOM48020Q107504,5844,877,089SH SOLE 35,4734,841,6160
MERCADOLIBRE INCCOM58733R102350,536355,596SH SOLE 2,586353,0100
MICROCHIP TECHNOLOGY INC.COM59501710437,598357,024SH SOLE 0357,0240
MICROSOFT CORPCOM594918104216,4321,063,498SH SOLE 7,6871,055,8110
NUTANIX INCCL A67059N108365,85015,433,452SH SOLE 112,17915,321,2730
PALO ALTO NETWORKS INCCOM697435105767,0403,339,749SH SOLE 24,2963,315,4530
PENUMBRA INCCOM70975L107130,529729,947SH SOLE 5,266724,6810
SALESFORCE COM INCCOM79466L302237,7001,268,882SH SOLE 9,2301,259,6520
SCHWAB CHARLES CORPCOM808513105895,35326,536,834SH SOLE 192,82626,344,0080
SENSATA TECHNOLOGIES HLDNG PSHSG8060N102459,79512,350,110SH SOLE 89,10112,261,0090
SMITH A O CORPCOM831865209198,1094,204,344SH SOLE 30,4654,173,8790
STERICYCLE INCCOM858912108185,0823,306,213SH SOLE 23,6543,282,5590
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391003,84667,752SH SOLE 067,7520
TE CONNECTIVITY LTDREG SHSH84989104680,5888,345,653SH SOLE 60,6058,285,0480
TEXAS INSTRS INCCOM882508104591,7784,660,768SH SOLE 26,4104,634,3580
THERMO FISHER SCIENTIFIC INCCOM883556102595,8601,644,477SH SOLE 11,9941,632,4830
TRANE TECHNOLOGIES PLCSHSG8994E103297,1483,339,487SH SOLE 24,2933,315,1940
TRIMBLE INCCOM896239100494,95311,459,890SH SOLE 83,14811,376,7420
TWILIO INCCL A90138F102208,770951,465SH SOLE 6,919944,5460
VARIAN MED SYS INCCOM92220P105400,3013,267,228SH SOLE 23,7323,243,4960
WATERS CORPCOM94184810358,217322,713SH SOLE 2,327320,3860
WORKDAY INCCL A98138H101215,1181,148,155SH SOLE 8,3181,139,8370