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 509,010 3,084,911 SH   SOLE   22,507 3,062,404 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 679,625 2,997,508 SH   SOLE   21,707 2,975,801 0
ALPHABET INC CAP STK CL C 02079K107 1,035,178 500,417 SH   SOLE   3,672 496,745 0
AMAZON COM INC COM 023135106 934,954 302,175 SH   SOLE   2,188 299,987 0
ANALOG DEVICES INC COM 032654105 851,296 5,489,399 SH   SOLE   39,691 5,449,708 0
AON PLC SHS CL A G0403H108 123,976 538,770 SH   SOLE   3,917 534,853 0
APPLIED MATLS INC COM 038222105 590,930 4,423,128 SH   SOLE   32,043 4,391,085 0
ASANA INC CL A 04342Y104 142,956 5,001,944 SH   SOLE   0 5,001,944 0
BAXTER INTL INC COM 071813109 1,769,716 20,983,112 SH   SOLE   151,908 20,831,204 0
BECTON DICKINSON & CO COM 075887109 932,647 3,835,685 SH   SOLE   28,051 3,807,634 0
CBRE GROUP INC CL A 12504L109 779,042 9,847,584 SH   SOLE   71,626 9,775,958 0
CISCO SYS INC COM 17275R102 1,202,466 23,254,034 SH   SOLE   170,175 23,083,859 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 995,123 12,738,385 SH   SOLE   84,901 12,653,484 0
COOPER COS INC COM NEW 216648402 829,919 2,160,741 SH   SOLE   15,799 2,144,942 0
DENTSPLY SIRONA INC COM 24906P109 909,870 14,259,055 SH   SOLE   103,298 14,155,757 0
EQUIFAX INC COM 294429105 1,246,103 6,879,604 SH   SOLE   49,743 6,829,861 0
GARTNER INC COM 366651107 897,970 4,919,038 SH   SOLE   35,592 4,883,446 0
GUIDEWIRE SOFTWARE INC COM 40171V100 146,794 1,444,400 SH   SOLE   10,447 1,433,953 0
HENRY SCHEIN INC COM 806407102 924,294 13,349,136 SH   SOLE   96,932 13,252,204 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 36,277 660,781 SH   SOLE   0 660,781 0
ILLUMINA INC COM 452327109 517,276 1,346,862 SH   SOLE   9,753 1,337,109 0
JONES LANG LASALLE INC COM 48020Q107 841,965 4,702,667 SH   SOLE   34,008 4,668,659 0
MERCADOLIBRE INC COM 58733R102 111,861 75,985 SH   SOLE   555 75,430 0
MICROCHIP TECHNOLOGY INC. COM 595017104 57,581 370,965 SH   SOLE   0 370,965 0
MICROSOFT CORP COM 594918104 250,186 1,061,144 SH   SOLE   7,687 1,053,457 0
NUTANIX INC CL A 67059N108 498,527 18,769,847 SH   SOLE   135,930 18,633,917 0
PALO ALTO NETWORKS INC COM 697435105 719,046 2,232,647 SH   SOLE   16,143 2,216,504 0
PENUMBRA INC COM 70975L107 125,204 462,726 SH   SOLE   3,382 459,344 0
SALESFORCE COM INC COM 79466L302 139,364 657,782 SH   SOLE   4,820 652,962 0
SCHWAB CHARLES CORP COM 808513105 1,150,887 17,657,050 SH   SOLE   127,762 17,529,288 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 669,623 11,555,188 SH   SOLE   84,396 11,470,792 0
STERIS PLC SHS USD G8473T100 600,826 3,154,271 SH   SOLE   22,803 3,131,468 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,127 119,434 SH   SOLE   20,793 98,641 0
TE CONNECTIVITY LTD REG SHS H84989104 792,512 6,138,272 SH   SOLE   44,468 6,093,804 0
TEXAS INSTRS INC COM 882508104 427,508 2,262,069 SH   SOLE   11,131 2,250,938 0
THERMO FISHER SCIENTIFIC INC COM 883556102 464,827 1,018,508 SH   SOLE   7,451 1,011,057 0
TRANE TECHNOLOGIES PLC SHS G8994E103 348,419 2,104,490 SH   SOLE   15,401 2,089,089 0
TRIMBLE INC COM 896239100 432,823 5,563,996 SH   SOLE   40,260 5,523,736 0
TWILIO INC CL A 90138F102 63,456 186,218 SH   SOLE   1,361 184,857 0
WATERS CORP COM 941848103 91,439 321,776 SH   SOLE   2,327 319,449 0