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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

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 INCCOM00508Y102404,5353,340,778SH SOLE 24,3753,316,4030
AIRBNB INCCOM CL A00906610129,360200,000SH SOLE 1,485198,5150
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102359,5361,544,863SH SOLE 11,2731,533,5900
ALPHABET INCCAP STK CL C02079K107879,130501,821SH SOLE 3,672498,1490
ANALOG DEVICES INCCOM032654105865,0125,855,355SH SOLE 42,7275,812,6280
APPLIED MATLS INCCOM038222105452,0215,237,792SH SOLE 38,1005,199,6920
APTIV PLCSHSG6095L109194,5351,493,092SH SOLE 10,8951,482,1970
ASANA INCCL A04342Y104184,7456,251,944SH SOLE 06,251,9440
BAXTER INTL INCCOM0718131091,398,14717,424,560SH SOLE 127,17517,297,3850
BECTON DICKINSON & COCOM075887109962,3093,845,850SH SOLE 28,0513,817,7990
CBRE GROUP INCCL A12504L109619,2889,873,854SH SOLE 71,6269,802,2280
CERNER CORPCOM156782104239,2633,048,719SH SOLE 22,2013,026,5180
CISCO SYS INCCOM17275R1021,043,52823,319,056SH SOLE 170,17523,148,8810
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461021,139,14213,900,453SH SOLE 92,05813,808,3950
COOPER COS INCCOM NEW216648402814,7852,242,609SH SOLE 16,3342,226,2750
DENTSPLY SIRONA INCCOM24906P109982,96218,773,145SH SOLE 136,99018,636,1550
EQUIFAX INCCOM2944291051,091,3715,659,462SH SOLE 41,2355,618,2270
GARTNER INCCOM366651107867,9325,418,144SH SOLE 39,5375,378,6070
HENRY SCHEIN INCCOM806407102894,51513,378,925SH SOLE 96,93213,281,9930
HUAZHU GROUP LTDSPONSORED ADS44332N10628,992643,840SH SOLE 0643,8400
ILLUMINA INCCOM452327109726,5401,963,622SH SOLE 14,3121,949,3100
JONES LANG LASALLE INCCOM48020Q107723,6764,877,507SH SOLE 35,4734,842,0340
MERCADOLIBRE INCCOM58733R102311,683186,055SH SOLE 1,357184,6980
MICROCHIP TECHNOLOGY INC.COM59501710450,443365,241SH SOLE 0365,2410
MICROSOFT CORPCOM594918104236,5251,063,414SH SOLE 7,6871,055,7270
NUTANIX INCCL A67059N108548,97717,225,508SH SOLE 112,17917,113,3290
PALO ALTO NETWORKS INCCOM697435105963,5212,711,164SH SOLE 19,7832,691,3810
PENUMBRA INCCOM70975L107103,954594,022SH SOLE 4,336589,6860
SALESFORCE COM INCCOM79466L302146,711659,288SH SOLE 4,820654,4680
SCHWAB CHARLES CORPCOM8085131051,483,76927,974,525SH SOLE 204,13427,770,3910
SENSATA TECHNOLOGIES HLDG PLSHSG8060N102622,86111,810,039SH SOLE 86,17911,723,8600
STERIS PLCSHS USDG8473T10084,823447,519SH SOLE 3,256444,2630
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910024,582225,443SH SOLE 38,863186,5800
TE CONNECTIVITY LTDREG SHSH84989104801,7086,621,858SH SOLE 48,3206,573,5380
TEXAS INSTRS INCCOM882508104514,7723,136,365SH SOLE 17,3603,119,0050
THERMO FISHER SCIENTIFIC INCCOM883556102475,7231,021,346SH SOLE 7,4511,013,8950
TRANE TECHNOLOGIES PLCSHSG8994E103306,3232,110,242SH SOLE 15,4012,094,8410
TRIMBLE INCCOM896239100494,9877,413,314SH SOLE 54,0857,359,2290
TWILIO INCCL A90138F102140,508415,090SH SOLE 3,029412,0610
WATERS CORPCOM94184810379,751322,332SH SOLE 2,327320,0050
WORKDAY INCCL A98138H101119,331498,020SH SOLE 3,623494,3970