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
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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
Accenture PLC Ireland SHS Class A G1151C101 71,770 243,444 SH   SOLE   243,444 0 0
Activision Blizzard Inc. COM 00507V109 62,907 659,093 SH   SOLE   659,093 0 0
Adobe Systems Incorporated COM 00724F101 165,618 282,676 SH   SOLE   282,676 0 0
Agilent Technologies Inc. COM 00846U101 119,329 807,442 SH   SOLE   807,442 0 0
Alphabet Inc. Cap STK CL C 02079K107 221,064 88,200 SH   SOLE   88,200 0 0
Amazon Com Inc. COM 023135106 182,054 52,915 SH   SOLE   52,915 0 0
Ametek Inc. COM 031100100 94,261 706,407 SH   SOLE   706,407 0 0
Cisco Sys Inc COM 17275R102 2,514,664 47,442 SH   SOLE   47,442 0 0
Coca Cola Co COM 191216100 1,408 26,030 SH   SOLE   26,030 0 0
Danaher Corporation COM 235851102 116,760 435,119 SH   SOLE   435,119 0 0
Duke Energy Corp New COM NEW 26441C204 2,191 22,199 SH   SOLE   22,199 0 0
Ecolab Inc COM 278865100 57,368 278,599 SH   SOLE   278,599 0 0
Electronic Arts Inc COM 285512109 66,912 465,168 SH   SOLE   465,168 0 0
Fidelity Natl Information SV COM 31620M106 103,113 727,772 SH   SOLE   727,772 0 0
Honeywell Intl Inc. COM 438516106 60,821 277,387 SH   SOLE   277,387 0 0
Idex Corp COM 45167R104 81,912 372,165 SH   SOLE   372,165 0 0
Illumina Inc COM 452327109 40,282 85,155 SH   SOLE   85,155 0 0
Intuitive Surgical Inc. COM NEW 46120E602 42,223 45,901 SH   SOLE   45,901 0 0
Johnson & Johnson COM 478160104 1,993 12,100 SH   SOLE   12,100 0 0
JPMorgan Chase & Co COM 46625H100 120,623 775,958 SH   SOLE   775,958 0 0
Mastercard Incorporated CL A 57636Q104 146,076 400,168 SH   SOLE   400,168 0 0
McDonalds Corp COM 580135101 76,840 332,631 SH   SOLE   332,631 0 0
Merck & Co. Inc. COM 58933Y105 2,485 31,946 SH   SOLE   31,946 0 0
Microsoft Corp COM 594918104 200,584 740,520 SH   SOLE   740,520 0 0
Nextera Energy Inc. COM 65339F101 85,724 1,170,065 SH   SOLE   1,170,065 0 0
Nike Inc. CL B 654106103 72,702 470,842 SH   SOLE   470,842 0 0
Paypal HLDGS Inc. COM 70450Y103 85,799 294,424 SH   SOLE   294,424 0 0
Pepsico Inc. COM 713448108 16,986 114,678 SH   SOLE   114,678 0 0
Pfizer Inc. COM 717081103 2,435 62,164 SH   SOLE   62,164 0 0
S&P Global Inc COM 78409V104 125,841 306,706 SH   SOLE   306,706 0 0
ServiceNow Inc. COM 81762P102 46,708 84,999 SH   SOLE   84,999 0 0
Starbucks Corp. COM 855244109 55,819 499,230 SH   SOLE   499,230 0 0
Stryker Corporation COM 863667101 108,277 416,985 SH   SOLE   416,985 0 0
Synopsys Inc COM 871607107 137,822 499,635 SH   SOLE   499,635 0 0
Texas Instrs Inc. COM 882508104 81,038 421,463 SH   SOLE   421,463 0 0
Thermo Fisher Scientific Inc. COM 883556102 79,762 158,067 SH   SOLE   158,067 0 0
TJX Cos Inc. New COM 872540109 119,683 1,775,327 SH   SOLE   1,775,327 0 0
UnitedHealth Group Inc. COM 91324P102 118,298 295,477 SH   SOLE   295,477 0 0
Verizon Communications Inc. COM 92343V104 2,789 49,780 SH   SOLE   49,780 0 0
Visa Inc. COM CL A 92826C839 174,322 744,861 SH   SOLE   744,861 0 0
Disney Walt Co COM 254687106 97,032 552,214 SH   SOLE   552,214 0 0
Zoetis Inc. CL A 98978V103 55,036 295,348 SH   SOLE   295,348 0 0
Ares Capital Corp COM 04010L103 62,942 3,211,616 SH   SOLE   3,211,616 0 0
Blackstone Mtg Tr Inc. Com CL A 09257W100 5,106 160,029 SH   SOLE   160,029 0 0
Verisign Inc. COM 92343E102 55,635 244,363 SH   SOLE   244,363 0 0
Humana Inc. COM 444859102 87,542 197,781 SH   SOLE   197,781 0 0
Edwards Lifesciences Corp COM 28176E108 77,997 753,198 SH   SOLE   753,198 0 0
Procter and Gamble Co COM 742718109 1,007 7,462 SH   SOLE   7,462 0 0
Roper Technologies Inc COM 776696106 110,661 235,462 SH   SOLE   235,462 0 0
Automatic Data Processing In COM 053015103 2,751 13,847 SH   SOLE   13,847 0 0
BK of America Corp COM 060505104 136,196 3,304,851 SH   SOLE   3,304,851 0 0
Home Depot Inc COM 437076102 1,461 4,583 SH   SOLE   4,583 0 0
Marsh & McLennan COS Inc. COM 571748102 70,874 503,743 SH   SOLE   503,743 0 0
Masco Corp COM 574599106 108,319 1,839,350 SH   SOLE   1,839,350 0 0
US Bancorp DEL COM NEW 902973304 2,835 49,773 SH   SOLE   49,773 0 0
American Tower Corp New COM 03027X100 53,703 198,662 SH   SOLE   198,662 0 0
Intercontiental Exchange IN COM 45866F104 125,791 1,059,899 SH   SOLE   1,059,899 0 0
Blackstone Group Inc. COM CL A 09260D107 127,878 1,315,862 SH   SOLE   1,315,862 0 0
TransUnion COM 89400J107 125,577 1,143,695 SH   SOLE   1,143,695 0 0
Yum China HLDGS Inc COM 98850P109 138,390 2,088,832 SH   SOLE   2,088,832 0 0
Broadcom Inc COM 11135F101 86,864 182,219 SH   SOLE   182,219 0 0
Taiwan Semiconductor MFG Ltd Sponsored ADS 874039100 17,613 146,657 SH   SOLE   146,657 0 0
Nice Ltd Sponsored ADR 653656108 119,817 484,187 SH   SOLE   484,187 0 0
Abbott Labs COM 002824100 72,820 628,241 SH   SOLE   628,241 0 0
Lauder Estee Cos Inc CL A 518439104 71,982 226,398 SH   SOLE   226,398 0 0
Ingersoll Rand Inc COM 45687V106 104,398 2,139,668 SH   SOLE   2,139,668 0 0
Medtronic Plc SHS G5960L103 90,789 729,055 SH   SOLE   729,055 0 0
HDFC Bank Ltd Sponsored ADS 40415F101 117,110 1,601,608 SH   SOLE   1,601,608 0 0
CME Group Inc COM 12572Q105 95,911 451,064 SH   SOLE   451,064 0 0
Eaton Corp Plc SHS G29183103 2,560 17,453 SH   SOLE   17,453 0 0
Nvidia Corporation COM 67066G104 32,906 41,116 SH   SOLE   41,116 0 0
Union Pac Corp COM 907818108 92,610 421,210 SH   SOLE   421,210 0 0
Brookfield Infrastructure NPV COM G16252101 2,760 49,841 SH   SOLE   49,841 0 0