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 50,145 183,212 SH   SOLE   159,796 23,416 0
Ansys COM 03662Q105 142,658 696,504 SH   SOLE   606,865 89,639 0
Boston Scientific COM 101137107 53,179 1,237,287 SH   SOLE   1,077,921 159,366 0
CME COM 12572Q105 146,521 754,833 SH   SOLE   657,604 97,229 0
Cognex COM 192422103 42,362 882,901 SH   SOLE   770,083 112,818 0
Edwards COM 28176E112 91,439 494,960 SH   SOLE   431,201 63,759 0
First Republic Bank COM 33616C100 118,040 1,208,805 SH   SOLE   1,053,233 155,572 0
Hexcel COM 428291108 129,746 1,604,175 SH   SOLE   1,397,878 206,297 0
Idexx COM 45168D104 80,551 292,560 SH   SOLE   255,174 37,386 0
Intuit COM 461202103 54,803 209,708 SH   SOLE   182,872 26,836 0
MarketAxess COM 57060D108 149,224 464,264 SH   SOLE   404,560 59,704 0
Masimo COM 574795100 67,708 454,964 SH   SOLE   396,865 58,099 0
Mastercard COM 57636Q104 208,473 788,090 SH   SOLE   686,742 101,348 0
Medidata COM 58471A105 29,839 329,673 SH   SOLE   287,219 42,454 0
Mettler-Toledo COM 592688105 65,007 77,389 SH   SOLE   67,423 9,966 0
PayPal COM 70450Y103 121,255 1,059,368 SH   SOLE   922,912 136,456 0
PTC COM 69370C100 62,944 701,243 SH   SOLE   610,921 90,322 0
SVB Fin Group COM 78486Q101 67,898 302,318 SH   SOLE   263,410 38,908 0
Tyler COM 902252105 80,803 374,053 SH   SOLE   325,913 48,140 0
Varian COM 92220P105 140,454 1,031,761 SH   SOLE   898,804 132,957 0
Verisk Analytics COM 92345Y106 126,279 862,211 SH   SOLE   751,246 110,965 0
Visa COM 92826C839 118,346 681,913 SH   SOLE   594,152 87,761 0
Waters COM 941848103 63,519 295,106 SH   SOLE   257,156 37,950 0