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 365,539 3,571,459 SH   SOLE   25,882 3,545,577 0
ALPHABET INC CAP STK CL C 02079K107 800,106 544,438 SH   SOLE   3,950 540,488 0
ANALOG DEVICES INC COM 032654105 682,586 5,847,065 SH   SOLE   42,476 5,804,589 0
APPLIED MATLS INC COM 038222105 312,282 5,252,859 SH   SOLE   38,100 5,214,759 0
APTIV PLC SHS G6095L109 611,430 6,669,170 SH   SOLE   48,352 6,620,818 0
ASANA INC CL A 04342Y104 154,276 9,751,944 SH   SOLE   0 9,751,944 0
BAXTER INTL INC COM 071813109 953,613 11,857,911 SH   SOLE   85,780 11,772,131 0
BECTON DICKINSON & CO COM 075887109 830,309 3,568,457 SH   SOLE   25,943 3,542,514 0
CBRE GROUP INC CL A 12504L109 459,059 9,773,448 SH   SOLE   70,569 9,702,879 0
CERNER CORP COM 156782104 221,274 3,060,915 SH   SOLE   22,201 3,038,714 0
CISCO SYS INC COM 17275R102 726,144 18,434,739 SH   SOLE   133,920 18,300,819 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,120,312 16,138,170 SH   SOLE   106,080 16,032,090 0
COOPER COS INC COM NEW 216648402 758,952 2,251,282 SH   SOLE   16,334 2,234,948 0
DENTSPLY SIRONA INC COM 24906P109 845,866 19,342,916 SH   SOLE   139,913 19,203,003 0
EQUIFAX INC COM 294429105 321,629 2,049,897 SH   SOLE   14,861 2,035,036 0
GARTNER INC COM 366651107 702,869 5,625,202 SH   SOLE   40,703 5,584,499 0
HENRY SCHEIN INC COM 806407102 789,587 13,432,914 SH   SOLE   96,932 13,335,982 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 36,327 840,122 SH   SOLE   0 840,122 0
ILLUMINA INC COM 452327109 364,493 1,179,285 SH   SOLE   8,560 1,170,725 0
JONES LANG LASALLE INC COM 48020Q107 468,463 4,897,168 SH   SOLE   35,473 4,861,695 0
MERCADOLIBRE INC COM 58733R102 223,541 206,508 SH   SOLE   1,497 205,011 0
MICROCHIP TECHNOLOGY INC. COM 595017104 36,688 357,024 SH   SOLE   0 357,024 0
MICROSOFT CORP COM 594918104 224,552 1,067,618 SH   SOLE   7,687 1,059,931 0
NUTANIX INC CL A 67059N108 383,483 17,289,594 SH   SOLE   112,179 17,177,415 0
PALO ALTO NETWORKS INC COM 697435105 770,212 3,146,932 SH   SOLE   22,817 3,124,115 0
PENUMBRA INC COM 70975L107 142,432 732,750 SH   SOLE   5,266 727,484 0
SALESFORCE COM INC COM 79466L302 190,099 756,402 SH   SOLE   5,495 750,907 0
SCHWAB CHARLES CORP COM 808513105 1,079,322 29,790,823 SH   SOLE   215,937 29,574,886 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 534,835 12,397,659 SH   SOLE   89,101 12,308,558 0
SMITH A O CORP COM 831865209 165,641 3,137,131 SH   SOLE   22,806 3,114,325 0
STERICYCLE INC COM 858912108 209,402 3,320,684 SH   SOLE   23,654 3,297,030 0
STERIS PLC SHS USD G8473T100 79,077 448,817 SH   SOLE   3,256 445,561 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,212 175,304 SH   SOLE   42,804 132,500 0
TE CONNECTIVITY LTD REG SHS H84989104 819,225 8,381,681 SH   SOLE   60,605 8,321,076 0
TEXAS INSTRS INC COM 882508104 527,737 3,695,898 SH   SOLE   19,640 3,676,258 0
THERMO FISHER SCIENTIFIC INC COM 883556102 522,652 1,183,755 SH   SOLE   8,590 1,175,165 0
TRANE TECHNOLOGIES PLC SHS G8994E103 407,668 3,362,207 SH   SOLE   24,293 3,337,914 0
TRIMBLE INC COM 896239100 448,487 9,209,186 SH   SOLE   66,900 9,142,286 0
TWILIO INC CL A 90138F102 140,250 567,608 SH   SOLE   4,114 563,494 0
VARIAN MED SYS INC COM 92220P105 225,080 1,308,605 SH   SOLE   9,501 1,299,104 0
WATERS CORP COM 941848103 63,315 323,565 SH   SOLE   2,327 321,238 0
WORKDAY INC CL A 98138H101 107,542 499,893 SH   SOLE   3,623 496,270 0