The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Ansys | COM | 03662Q105 | 126,959 | 1,391,636 | SH | SOLE | 1,125,201 | 0 | 266,435 | ||
| Bio-Techne | COM | 09073M104 | 88,700 | 972,263 | SH | SOLE | 786,119 | 0 | 186,144 | ||
| Boston Scientific | COM | 101137107 | 499,268 | 5,472,627 | SH | SOLE | 4,424,874 | 0 | 1,047,753 | ||
| CME | COM | 12572Q105 | 97,195 | 1,065,387 | SH | SOLE | 861,506 | 0 | 203,881 | ||
| Costar | COM | 22160N109 | 26,464 | 290,082 | SH | SOLE | 234,544 | 0 | 55,538 | ||
| Edwards | COM | 28176E108 | 376,592 | 4,127,939 | SH | SOLE | 3,337,631 | 0 | 790,308 | ||
| ICE | COM | 45866F104 | 291,928 | 3,199,913 | SH | SOLE | 2,587,279 | 0 | 612,634 | ||
| Illumina | COM | 452327109 | 43,794 | 480,038 | SH | SOLE | 388,175 | 0 | 91,863 | ||
| Intuit | COM | 461202103 | 90,606 | 993,159 | SH | SOLE | 803,018 | 0 | 190,141 | ||
| MarketAxess | COM | 57060D108 | 98,279 | 1,077,270 | SH | SOLE | 871,022 | 0 | 206,248 | ||
| Masimo | COM | 574795100 | 158,192 | 1,733,989 | SH | SOLE | 1,402,010 | 0 | 331,979 | ||
| Mastercard | COM | 57636Q104 | 161,426 | 1,769,440 | SH | SOLE | 1,430,674 | 0 | 338,766 | ||
| Mettler-Toledo | COM | 592688105 | 13,660 | 149,729 | SH | SOLE | 121,062 | 0 | 28,667 | ||
| PayPal | COM | 70450Y103 | 143,022 | 1,567,713 | SH | SOLE | 1,267,638 | 0 | 300,075 | ||
| PTC | COM | 69370C100 | 291,616 | 3,196,496 | SH | SOLE | 2,584,516 | 0 | 611,980 | ||
| Tradeweb | COM | 892672106 | 513,130 | 5,624,575 | SH | SOLE | 4,548,231 | 0 | 1,076,344 | ||
| Tyler | COM | 902252105 | 67,068 | 735,150 | SH | SOLE | 594,402 | 0 | 140,748 | ||
| Verisk Analytics | COM | 92345Y106 | 159,585 | 1,749,261 | SH | SOLE | 1,414,358 | 0 | 334,903 | ||
| Visa | COM | 92826C839 | 115,517 | 1,266,214 | SH | SOLE | 1,023,792 | 0 | 242,422 | ||
| Workday | COM | 98138H101 | 144,662 | 1,585,688 | SH | SOLE | 1,282,220 | 0 | 303,468 | ||