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
Align COM 016255101 29,522 307,108 SH   SOLE   241,260 65,848 0
Ansys COM 03662Q105 42,381 458,219 SH   SOLE   359,970 98,249 0
Aptar COM 038336103 33,004 449,339 SH   SOLE   352,995 96,344 0
CME COM 12572Q105 35,435 307,197 SH   SOLE   241,118 66,079 0
Dentsply Sirona COM 24906P109 23,778 411,884 SH   SOLE   323,287 88,597 0
Ebay COM 278642103 21,350 719,088 SH   SOLE   564,905 154,183 0
First Republic Bank COM 33616C100 92,329 1,002,054 SH   SOLE   787,200 214,854 0
Hexcel COM 428291108 77,928 1,514,926 SH   SOLE   1,190,105 324,821 0
Mastercard COM 57636Q104 90,814 879,550 SH   SOLE   690,963 188,587 0
Mettler-Toledo COM 592688105 59,684 142,593 SH   SOLE   111,921 30,672 0
Paypal COM 70450Y103 49,227 1,247,199 SH   SOLE   979,782 267,417 0
Smucker COM 832696405 54,957 429,153 SH   SOLE   337,137 92,016 0
Varian COM 92220P105 63,124 703,097 SH   SOLE   551,860 151,237 0
Visa COM 92826C839 64,816 830,764 SH   SOLE   652,637 178,127 0
Waters COM 941848103 69,458 516,837 SH   SOLE   406,020 110,817 0