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
Align COM 16255101 28,830 307,523 SH   SOLE   241,643 65,880 0
Ansys COM 03662Q105 35,889 387,525 SH   SOLE   304,503 83,022 0
Aptar COM 38336103 34,761 449,053 SH   SOLE   352,867 96,186 0
Ebay COM 278642103 23,599 717,294 SH   SOLE   563,621 153,673 0
First Republic Bank COM 33616C100 77,247 1,001,779 SH   SOLE   787,203 214,576 0
Hexcel COM 428291108 67,113 1,514,972 SH   SOLE   1,190,472 324,500 0
Mastercard COM 57636Q104 89,528 879,714 SH   SOLE   691,284 188,430 0
Mettler-Toledo COM 592688105 75,875 180,727 SH   SOLE   142,024 38,703 0
Paypal COM 70450Y103 51,106 1,247,392 SH   SOLE   980,205 267,187 0
Dentsply Sirona COM 24906P109 37,443 630,038 SH   SOLE   495,056 134,982 0
Smucker COM 832696405 58,119 428,795 SH   SOLE   336,950 91,845 0
Varian COM 92220P105 74,095 744,449 SH   SOLE   584,991 159,458 0
Visa COM 92826C839 68,736 831,143 SH   SOLE   653,116 178,027 0
Waters COM 941848103 81,907 516,798 SH   SOLE   406,081 110,717 0