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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100 16,484 208,547 SH   SOLE   208,547 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 14,881 90,997 SH   SOLE   90,997 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,719 146,352 SH   SOLE   146,352 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,673 116,454 SH   SOLE   116,454 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 12,136 10,419 SH   SOLE   10,419 0 0
AMERICAN EXPRESS CO COM 025816109 10,081 117,557 SH   SOLE   117,557 0 0
ANALOG DEVICES INC COM 032654105 13,684 152,373 SH   SOLE   152,373 0 0
APPLE INC COM 037833100 10,047 39,443 SH   SOLE   39,443 0 0
APPLIED MATERIALS INC COM 038222105 4,859 105,856 SH   SOLE   105,856 0 0
BAXTER INTERNATIONAL INC COM 071813109 15,951 196,133 SH   SOLE   196,133 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 8,778 157,202 SH   SOLE   157,202 0 0
CAE INC COM 124765959 14,227 1,137,318 SH   SOLE   641,589 0 495,729
COSTCO WHOLESALE CORP COM 22160K105 17,219 60,287 SH   SOLE   60,287 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 8,399 218,148 SH   SOLE   126,337 0 91,811
HOME DEPOT INC COM 437076102 9,475 50,657 SH   SOLE   50,657 0 0
INTEL CORP COM 458140100 11,880 219,145 SH   SOLE   219,145 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 8,703 85,106 SH   SOLE   85,106 0 0
IPG PHOTONICS CORP COM 44980X109 5,262 47,633 SH   SOLE   47,633 0 0
LITTELFUSE INC COM 537008104 7,693 57,558 SH   SOLE   57,558 0 0
MARSH & MCLENNAN COS COM 571748102 12,040 139,012 SH   SOLE   139,012 0 0
MICROSOFT CORP COM 594918104 20,869 132,101 SH   SOLE   132,101 0 0
OPEN TEXT CORP COM 683715957 16,588 479,406 SH   SOLE   265,731 0 213,675
PAYPAL HOLDINGS INC COM 70450Y103 12,891 134,422 SH   SOLE   134,422 0 0
PPG INDUSTRIES INC COM 693506107 6,226 74,346 SH   SOLE   74,346 0 0
ROSS STORES INC COM 778296103 16,265 186,704 SH   SOLE   186,704 0 0
STRYKER CORP COM 863667101 3,335 19,998 SH   SOLE   19,998 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 21,586 451,219 SH   SOLE   313,593 0 137,626
THERMO FISHER SCIENTIFIC INC COM 883556102 10,956 38,568 SH   SOLE   38,568 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 3,847 23,835 SH   SOLE   23,835 0 0
WALT DISNEY CO/THE COM 254687106 10,193 105,337 SH   SOLE   105,337 0 0
WASTE MANAGEMENT INC COM 94106L109 10,367 111,817 SH   SOLE   111,817 0 0
WR BERKLEY CORP COM 084423102 4,140 79,225 SH   SOLE   79,225 0 0
WW GRAINGER INC COM 384802104 13,561 54,477 SH   SOLE   54,477 0 0
ZOETIS INC CL A 98978V103 9,584 81,296 SH   SOLE   81,296 0 0