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 24,177 208,547 SH   SOLE   208,547 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 24,846 84,283 SH   SOLE   84,283 0 0
ACTIVISION BLIZZARD INC COM 00507V109 16,637 174,316 SH   SOLE   174,316 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,760 92,284 SH   SOLE   92,284 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 26,542 10,590 SH   SOLE   10,590 0 0
AMERICAN EXPRESS CO COM 025816109 20,532 124,261 SH   SOLE   124,261 0 0
ANALOG DEVICES INC COM 032654105 24,683 143,373 SH   SOLE   143,373 0 0
APPLE INC COM 037833100 21,608 157,772 SH   SOLE   157,772 0 0
APPLIED MATERIALS INC COM 038222105 16,828 118,175 SH   SOLE   118,175 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 17,215 86,671 SH   SOLE   86,671 0 0
BAXTER INTERNATIONAL INC COM 071813109 20,851 259,020 SH   SOLE   259,020 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 12,040 180,191 SH   SOLE   180,191 0 0
COSTCO WHOLESALE CORP COM 22160K105 21,706 54,859 SH   SOLE   54,859 0 0
EBAY INC COM 278642103 18,453 262,828 SH   SOLE   262,828 0 0
FACTSET RESH SYS INC COM 303075105 12,398 36,941 SH   SOLE   36,941 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 17,685 241,859 SH   SOLE   135,775 0 106,084
HOME DEPOT INC COM 437076102 21,840 68,487 SH   SOLE   68,487 0 0
INTEL CORP COM 458140100 13,597 242,199 SH   SOLE   242,199 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 13,538 90,617 SH   SOLE   90,617 0 0
IPG PHOTONICS CORP COM 44980X109 10,721 50,866 SH   SOLE   50,866 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 13,950 90,345 SH   SOLE   90,345 0 0
LITTELFUSE INC COM 537008104 14,665 57,558 SH   SOLE   57,558 0 0
MARSH & MCLENNAN COS COM 571748102 19,556 139,012 SH   SOLE   139,012 0 0
MICROSOFT CORP COM 594918104 33,459 123,509 SH   SOLE   123,509 0 0
OPEN TEXT CORP COM 683715957 22,525 443,452 SH   SOLE   219,936 0 223,516
PAYPAL HOLDINGS INC COM 70450Y103 25,597 87,816 SH   SOLE   87,816 0 0
PPG INDUSTRIES INC COM 693506107 13,642 80,353 SH   SOLE   80,353 0 0
ROSS STORES INC COM 778296103 11,016 88,838 SH   SOLE   88,838 0 0
STRYKER CORP COM 863667101 18,095 69,670 SH   SOLE   69,670 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 34,166 284,340 SH   SOLE   207,655 0 76,685
THERMO FISHER SCIENTIFIC INC COM 883556102 19,456 38,568 SH   SOLE   38,568 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 14,679 62,781 SH   SOLE   62,781 0 0
WALT DISNEY CO/THE COM 254687106 18,883 107,433 SH   SOLE   107,433 0 0
WASTE MANAGEMENT INC COM 94106L109 7,639 54,524 SH   SOLE   54,524 0 0
WR BERKLEY CORP COM 084423102 16,207 217,750 SH   SOLE   217,750 0 0
WW GRAINGER INC COM 384802104 23,861 54,477 SH   SOLE   54,477 0 0
ZOETIS INC CL A 98978V103 15,150 81,296 SH   SOLE   81,296 0 0