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 INCCOM00508Y102365,5393,571,459SH SOLE 25,8823,545,5770
ALPHABET INCCAP STK CL C02079K107800,106544,438SH SOLE 3,950540,4880
ANALOG DEVICES INCCOM032654105682,5865,847,065SH SOLE 42,4765,804,5890
APPLIED MATLS INCCOM038222105312,2825,252,859SH SOLE 38,1005,214,7590
APTIV PLCSHSG6095L109611,4306,669,170SH SOLE 48,3526,620,8180
ASANA INCCL A04342Y104154,2769,751,944SH SOLE 09,751,9440
BAXTER INTL INCCOM071813109953,61311,857,911SH SOLE 85,78011,772,1310
BECTON DICKINSON & COCOM075887109830,3093,568,457SH SOLE 25,9433,542,5140
CBRE GROUP INCCL A12504L109459,0599,773,448SH SOLE 70,5699,702,8790
CERNER CORPCOM156782104221,2743,060,915SH SOLE 22,2013,038,7140
CISCO SYS INCCOM17275R102726,14418,434,739SH SOLE 133,92018,300,8190
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461021,120,31216,138,170SH SOLE 106,08016,032,0900
COOPER COS INCCOM NEW216648402758,9522,251,282SH SOLE 16,3342,234,9480
DENTSPLY SIRONA INCCOM24906P109845,86619,342,916SH SOLE 139,91319,203,0030
EQUIFAX INCCOM294429105321,6292,049,897SH SOLE 14,8612,035,0360
GARTNER INCCOM366651107702,8695,625,202SH SOLE 40,7035,584,4990
HENRY SCHEIN INCCOM806407102789,58713,432,914SH SOLE 96,93213,335,9820
HUAZHU GROUP LTDSPONSORED ADS44332N10636,327840,122SH SOLE 0840,1220
ILLUMINA INCCOM452327109364,4931,179,285SH SOLE 8,5601,170,7250
JONES LANG LASALLE INCCOM48020Q107468,4634,897,168SH SOLE 35,4734,861,6950
MERCADOLIBRE INCCOM58733R102223,541206,508SH SOLE 1,497205,0110
MICROCHIP TECHNOLOGY INC.COM59501710436,688357,024SH SOLE 0357,0240
MICROSOFT CORPCOM594918104224,5521,067,618SH SOLE 7,6871,059,9310
NUTANIX INCCL A67059N108383,48317,289,594SH SOLE 112,17917,177,4150
PALO ALTO NETWORKS INCCOM697435105770,2123,146,932SH SOLE 22,8173,124,1150
PENUMBRA INCCOM70975L107142,432732,750SH SOLE 5,266727,4840
SALESFORCE COM INCCOM79466L302190,099756,402SH SOLE 5,495750,9070
SCHWAB CHARLES CORPCOM8085131051,079,32229,790,823SH SOLE 215,93729,574,8860
SENSATA TECHNOLOGIES HLDNG PSHSG8060N102534,83512,397,659SH SOLE 89,10112,308,5580
SMITH A O CORPCOM831865209165,6413,137,131SH SOLE 22,8063,114,3250
STERICYCLE INCCOM858912108209,4023,320,684SH SOLE 23,6543,297,0300
STERIS PLCSHS USDG8473T10079,077448,817SH SOLE 3,256445,5610
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910014,212175,304SH SOLE 42,804132,5000
TE CONNECTIVITY LTDREG SHSH84989104819,2258,381,681SH SOLE 60,6058,321,0760
TEXAS INSTRS INCCOM882508104527,7373,695,898SH SOLE 19,6403,676,2580
THERMO FISHER SCIENTIFIC INCCOM883556102522,6521,183,755SH SOLE 8,5901,175,1650
TRANE TECHNOLOGIES PLCSHSG8994E103407,6683,362,207SH SOLE 24,2933,337,9140
TRIMBLE INCCOM896239100448,4879,209,186SH SOLE 66,9009,142,2860
TWILIO INCCL A90138F102140,250567,608SH SOLE 4,114563,4940
VARIAN MED SYS INCCOM92220P105225,0801,308,605SH SOLE 9,5011,299,1040
WATERS CORPCOM94184810363,315323,565SH SOLE 2,327321,2380
WORKDAY INCCL A98138H101107,542499,893SH SOLE 3,623496,2700