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
Sirona COM 82966C103 35,936 384,998 SH   SOLE   384,998 0 0
Qualcomm COM 747525103 29,027 540,231 SH   SOLE   540,231 0 0
Hexcel COM 428291108 50,203 1,119,106 SH   SOLE   1,119,106 0 0
Nordstrom COM 655664100 57,846 806,665 SH   SOLE   806,665 0 0
Ebay COM 278642103 28,788 1,177,885 SH   SOLE   1,177,885 0 0
Aptar COM 38336103 15,778 239,205 SH   SOLE   239,205 0 0
Mastercard COM 57636Q104 58,564 649,843 SH   SOLE   649,843 0 0
Parker-Hannifin COM 701094104 29,956 307,874 SH   SOLE   307,874 0 0
Smucker COM 832696405 36,138 316,749 SH   SOLE   316,749 0 0
Varian COM 92220P105 37,328 505,937 SH   SOLE   505,937 0 0
Visa COM 92826C839 30,745 441,363 SH   SOLE   441,363 0 0
Mettler-Toledo COM 592688105 43,210 151,753 SH   SOLE   151,753 0 0
Paypal COM 70450Y103 36,562 1,177,885 SH   SOLE   1,177,885 0 0
Waters COM 941848103 36,892 312,086 SH   SOLE   312,086 0 0
First Republic Bank COM 33616C100 43,087 686,432 SH   SOLE   686,432 0 0