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
ALPHABET INC CAP STK CL A 02079K305   424,580,351 2,409,445 SH   SOLE   0 0 2,409,445
AMAZON COM INC COM 023135106   232,674,428 1,060,600 SH   SOLE   0 0 1,060,600
AMPHENOL CORP NEW CL A 032095101   299,146,623 3,030,100 SH   SOLE   0 0 3,030,100
ANSYS INC COM 03662Q105   28,321,116 80,672 SH   SOLE   0 0 80,672
APPLE INC COM 037833100   175,712,726 856,780 SH   SOLE   0 0 856,780
AUTODESK INC COM 052769106   233,506,433 754,500 SH   SOLE   0 0 754,500
AUTOMATIC DATA PROCESSING IN COM 053015103   222,404,221 721,272 SH   SOLE   0 0 721,272
AUTOZONE INC COM 053332102   218,872,274 58,947 SH   SOLE   0 0 58,947
BOOKING HOLDINGS INC COM 09857L108   253,304,677 43,796 SH   SOLE   0 0 43,796
BROWN & BROWN INC COM 115236101   29,041,390 262,000 SH   SOLE   0 0 262,000
CADENCE DESIGN SYSTEM INC COM 127387108   225,677,430 732,600 SH   SOLE   0 0 732,600
CDW CORP COM 12514G108   39,312,425 220,176 SH   SOLE   0 0 220,176
CORE & MAIN INC CL A 21874C102   27,944,365 463,000 SH   SOLE   0 0 463,000
COSTCO WHSL CORP NEW COM 22160K105   157,742,240 159,400 SH   SOLE   0 0 159,400
HEICO CORP NEW CL A 422806208   333,537,579 1,290,905 SH   SOLE   0 0 1,290,905
HENRY JACK & ASSOC INC COM 426281101   31,756,861 176,285 SH   SOLE   0 0 176,285
IDEXX LABS INC COM 45168D104   40,651,077 75,826 SH   SOLE   0 0 75,826
INTUIT COM 461202103   235,680,795 299,281 SH   SOLE   0 0 299,281
KLA CORP COM NEW 482480100   239,792,137 267,800 SH   SOLE   0 0 267,800
MANHATTAN ASSOCIATES INC COM 562750109   27,353,058 138,500 SH   SOLE   0 0 138,500
MEDPACE HLDGS INC COM 58506Q109   14,114,025 45,000 SH   SOLE   0 0 45,000
MICROSOFT CORP COM 594918104   506,218,592 1,018,149 SH   SOLE   0 0 1,018,149
MOODYS CORP COM 615369105   233,525,652 465,868 SH   SOLE   0 0 465,868
MSCI INC COM 55354G100   43,133,674 74,879 SH   SOLE   0 0 74,879
NIKE INC CL B 654106103   131,339,473 1,849,461 SH   SOLE   0 0 1,849,461
ROLLINS INC COM 775711104   33,663,902 596,719 SH   SOLE   0 0 596,719
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   18,470,312 152,704 SH   SOLE   0 0 152,704
SPS COMM INC COM 78463M107   23,900,468 175,500 SH   SOLE   0 0 175,500
TEXAS INSTRS INC COM 882508104   224,465,913 1,081,581 SH   SOLE   0 0 1,081,581
THE TRADE DESK INC COM CL A 88339J105   22,495,313 312,500 SH   SOLE   0 0 312,500
THERMO FISHER SCIENTIFIC INC COM 883556102   144,817,503 357,305 SH   SOLE   0 0 357,305
TYLER TECHNOLOGIES INC COM 902252105   31,894,622 53,792 SH   SOLE   0 0 53,792
VEEVA SYS INC CL A COM 922475108   34,680,503 120,500 SH   SOLE   0 0 120,500
VISA INC COM CL A 92826C839   449,239,899 1,266,160 SH   SOLE   0 0 1,266,160
WEST PHARMACEUTICAL SVSC INC COM 955306105   27,644,993 126,380 SH   SOLE   0 0 126,380