The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 517,701 | 1,524,622 | SH | SOLE | 1,258,187 | 0 | 266,435 | ||
| AppFolio | COM | 03783C100 | 39,035 | 276,044 | SH | SOLE | 227,836 | 0 | 48,208 | ||
| Bio-Techne | COM | 09073M104 | 406,833 | 1,065,202 | SH | SOLE | 879,058 | 0 | 186,144 | ||
| Boston Scientific | COM | 101137107 | 231,727 | 5,995,533 | SH | SOLE | 4,947,780 | 0 | 1,047,753 | ||
| Costar | COM | 22160N109 | 282,726 | 343,995 | SH | SOLE | 283,884 | 0 | 60,111 | ||
| Edwards | COM | 28176E108 | 400,333 | 4,786,386 | SH | SOLE | 3,950,006 | 0 | 836,380 | ||
| ICE | COM | 45866F104 | 391,514 | 3,505,680 | SH | SOLE | 2,893,046 | 0 | 612,634 | ||
| Illumina | COM | 452327109 | 385,959 | 1,004,945 | SH | SOLE | 829,440 | 0 | 175,505 | ||
| Intuit | COM | 461202103 | 415,433 | 1,084,511 | SH | SOLE | 894,370 | 0 | 190,141 | ||
| MarketAxess | COM | 57060D108 | 587,644 | 1,180,198 | SH | SOLE | 973,950 | 0 | 206,248 | ||
| Masimo | COM | 574795100 | 434,382 | 1,891,414 | SH | SOLE | 1,559,435 | 0 | 331,979 | ||
| Mastercard | COM | 57636Q104 | 690,220 | 1,938,547 | SH | SOLE | 1,599,781 | 0 | 338,766 | ||
| Mettler-Toledo | COM | 592688105 | 104,461 | 90,388 | SH | SOLE | 74,608 | 0 | 15,780 | ||
| ResMed | COM | 761152107 | 174,082 | 897,236 | SH | SOLE | 740,510 | 1 | 156,725 | ||
| PayPal | COM | 70450Y103 | 400,509 | 1,649,271 | SH | SOLE | 1,361,124 | 0 | 288,147 | ||
| PTC | COM | 69370C100 | 407,921 | 2,963,465 | SH | SOLE | 2,445,839 | 0 | 517,626 | ||
| Tradeweb | COM | 892672106 | 455,887 | 6,160,640 | SH | SOLE | 5,084,296 | 0 | 1,076,344 | ||
| Tyler | COM | 902252105 | 341,915 | 805,396 | SH | SOLE | 664,648 | 0 | 140,748 | ||
| Verisk Analytics | COM | 92345Y106 | 338,611 | 1,916,413 | SH | SOLE | 1,581,510 | 0 | 334,903 | ||
| Visa | COM | 92826C839 | 252,142 | 1,190,868 | SH | SOLE | 982,922 | 0 | 207,946 | ||
| Workday | COM | 98138H101 | 429,523 | 1,728,948 | SH | SOLE | 1,425,480 | 0 | 303,468 | ||