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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Ansys COM 03662Q105   477,886,158 1,446,956 SH   SOLE   1,151,821 0 295,135
BioTechne COM 09073M104   186,288,150 2,282,104 SH   SOLE   1,816,824 0 465,280
Costar COM 22160N109   347,809,063 3,907,967 SH   SOLE   3,101,471 0 806,496
Dexcom COM 252131107   243,635,169 1,895,846 SH   SOLE   1,509,086 0 386,760
Edwards COM 28176E108   344,584,943 3,652,973 SH   SOLE   2,903,396 0 749,577
Illumina COM 452327109   201,589,248 1,075,200 SH   SOLE   855,892 0 219,308
ICE COM 45866F104   207,515,935 1,835,125 SH   SOLE   1,460,735 0 374,390
Insulet COM 45784P101   43,279,257 150,098 SH   SOLE   119,485 0 30,613
Intuit COM 461202103   470,866,743 1,027,667 SH   SOLE   818,059 0 209,608
MarketAxess COM 57060D108   266,156,930 1,018,120 SH   SOLE   810,518 0 207,602
Mastercard COM 57636Q104   397,265,251 1,010,082 SH   SOLE   804,012 0 206,070
Mettler-Toledo COM 592688105   118,253,527 90,157 SH   SOLE   71,765 0 18,392
MSCI COM 55354G100   129,578,478 276,116 SH   SOLE   219,784 0 56,332
PTC COM 69370C100   283,322,715 1,991,024 SH   SOLE   1,584,829 0 406,195
ResMed COM 761152107   329,501,059 1,508,014 SH   SOLE   1,199,756 0 308,258
Synopsys COM 871607107   266,027,237 610,981 SH   SOLE   486,368 0 124,613
Tradeweb COM 892672106   318,209,372 4,646,749 SH   SOLE   3,695,738 0 951,011
Tyler COM 902252105   373,540,689 896,921 SH   SOLE   713,969 0 182,952
Veeva COM 922475108   284,345,033 1,438,047 SH   SOLE   1,144,815 0 293,232
Workday COM 98138H101   417,200,307 1,846,918 SH   SOLE   1,470,204 0 376,714