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 19,067 208,547 SH   SOLE   208,547 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 18,097 84,283 SH   SOLE   84,283 0 0
ACTIVISION BLIZZARD INC COM 00507V109 13,231 174,316 SH   SOLE   174,316 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,283 86,680 SH   SOLE   86,680 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 14,970 10,590 SH   SOLE   10,590 0 0
AMERICAN EXPRESS CO COM 025816109 11,191 117,557 SH   SOLE   117,557 0 0
ANALOG DEVICES INC COM 032654105 17,583 143,373 SH   SOLE   143,373 0 0
APPLE INC COM 037833100 14,389 39,443 SH   SOLE   39,443 0 0
APPLIED MATERIALS INC COM 038222105 6,399 105,856 SH   SOLE   105,856 0 0
BAXTER INTERNATIONAL INC COM 071813109 16,887 196,133 SH   SOLE   196,133 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 9,243 157,202 SH   SOLE   157,202 0 0
COSTCO WHOLESALE CORP COM 22160K105 16,634 54,859 SH   SOLE   54,859 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 11,534 253,716 SH   SOLE   129,747 0 123,969
HOME DEPOT INC COM 437076102 12,957 51,722 SH   SOLE   51,722 0 0
INTEL CORP COM 458140100 13,824 231,047 SH   SOLE   231,047 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 10,422 85,106 SH   SOLE   85,106 0 0
IPG PHOTONICS CORP COM 44980X109 7,640 47,633 SH   SOLE   47,633 0 0
LITTELFUSE INC COM 537008104 9,821 57,558 SH   SOLE   57,558 0 0
MARSH & MCLENNAN COS COM 571748102 14,926 139,012 SH   SOLE   139,012 0 0
MICROSOFT CORP COM 594918104 26,884 132,101 SH   SOLE   132,101 0 0
OPEN TEXT CORP COM 683715957 19,604 462,415 SH   SOLE   259,733 0 202,682
PAYPAL HOLDINGS INC COM 70450Y103 19,300 110,775 SH   SOLE   110,775 0 0
PPG INDUSTRIES INC COM 693506107 8,145 76,800 SH   SOLE   76,800 0 0
ROSS STORES INC COM 778296103 7,160 83,996 SH   SOLE   83,996 0 0
STRYKER CORP COM 863667101 12,554 69,670 SH   SOLE   69,670 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 25,214 444,145 SH   SOLE   306,519 0 137,626
THERMO FISHER SCIENTIFIC INC COM 883556102 13,975 38,568 SH   SOLE   38,568 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 11,583 59,961 SH   SOLE   59,961 0 0
WALT DISNEY CO/THE COM 254687106 11,980 107,433 SH   SOLE   107,433 0 0
WASTE MANAGEMENT INC COM 94106L109 12,070 113,964 SH   SOLE   113,964 0 0
WR BERKLEY CORP COM 084423102 12,475 217,750 SH   SOLE   217,750 0 0
WW GRAINGER INC COM 384802104 17,114 54,477 SH   SOLE   54,477 0 0
ZOETIS INC CL A 98978V103 11,141 81,296 SH   SOLE   81,296 0 0