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 28,394 224,583 SH   SOLE   224,583 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 29,949 89,080 SH   SOLE   89,080 0 0
ACTIVISION BLIZZARD INC COM 00507V109 26,877 329,336 SH   SOLE   329,336 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,373 92,284 SH   SOLE   92,284 0 0
ALLEGION PLC ORD SHS G0176J109 184 1,531 SH   SOLE   1,531 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 30,410 10,995 SH   SOLE   10,995 0 0
AMERICAN EXPRESS CO COM 025816109 16,142 82,239 SH   SOLE   82,239 0 0
AMPHENOL CORP NEW CL A 032095101 14,630 191,173 SH   SOLE   191,173 0 0
ANALOG DEVICES INC COM 032654105 24,403 151,762 SH   SOLE   151,762 0 0
APPLE INC COM 037833100 28,655 166,577 SH   SOLE   166,577 0 0
APPLIED MATERIALS INC COM 038222105 16,327 118,175 SH   SOLE   118,175 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 18,254 88,806 SH   SOLE   88,806 0 0
BADGER METER INC COM 056525108 199 1,952 SH   SOLE   1,952 0 0
BAXTER INTERNATIONAL INC COM 071813109 24,880 287,608 SH   SOLE   287,608 0 0
BROWN & BROWN INC COM 115236101 23,618 346,617 SH   SOLE   346,617 0 0
COSTCO WHOLESALE CORP COM 22160K105 28,315 54,859 SH   SOLE   54,859 0 0
EBAY INC COM 278642103 17,063 288,039 SH   SOLE   288,039 0 0
EQUIFAX INC COM 294429105 17,015 74,591 SH   SOLE   74,591 0 0
FACTSET RESH SYS INC COM 303075105 21,841 53,579 SH   SOLE   53,579 0 0
FIRST AMERN FINL CORP COM 31847R102 220 3,060 SH   SOLE   3,060 0 0
FOX FACTORY HLDG CORP COM 35138V102 122 940 SH   SOLE   940 0 0
GLOBUS MED INC CL A 379577208 204 2,906 SH   SOLE   2,906 0 0
GRACO INC COM 384109104 313 4,351 SH   SOLE   4,351 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 16,404 241,859 SH   SOLE   135,775 0 106,084
HOME DEPOT INC COM 437076102 24,303 68,487 SH   SOLE   68,487 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 12,530 90,617 SH   SOLE   90,617 0 0
II-VI INC COM 902104108 244 3,529 SH   SOLE   3,529 0 0
INSPERITY INC COM 45778Q107 168 1,845 SH   SOLE   1,845 0 0
INTEL CORP COM 458140100 11,807 242,199 SH   SOLE   242,199 0 0
IPG PHOTONICS CORP COM 44980X109 8,821 57,307 SH   SOLE   57,307 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 179 1,343 SH   SOLE   1,343 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 15,175 90,345 SH   SOLE   90,345 0 0
LITTELFUSE INC COM 537008104 26,685 103,031 SH   SOLE   103,031 0 0
MARSH & MCLENNAN COS COM 571748102 22,529 146,784 SH   SOLE   146,784 0 0
MICROSOFT CORP COM 594918104 38,660 128,933 SH   SOLE   128,933 0 0
MKS INSTRS INC COM 55306N104 353 2,360 SH   SOLE   2,360 0 0
MORNINGSTAR INC COM 617700109 150 509 SH   SOLE   509 0 0
NATIONAL INSTRS CORP COM 636518102 312 7,707 SH   SOLE   7,707 0 0
NORDSON CORP COM 655663102 17,771 79,929 SH   SOLE   79,929 0 0
OMNICELL COM COM 68213N109 214 1,365 SH   SOLE   1,365 0 0
OPEN TEXT CORP COM 683715957 26,218 583,241 SH   SOLE   357,161 0 226,080
PAYPAL HOLDINGS INC COM 70450Y103 10,845 91,319 SH   SOLE   91,319 0 0
PPG INDUSTRIES INC COM 693506107 12,384 80,353 SH   SOLE   80,353 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 196 3,374 SH   SOLE   3,374 0 0
ROSS STORES INC COM 778296103 10,667 110,563 SH   SOLE   110,563 0 0
STRYKER CORP COM 863667101 18,228 71,878 SH   SOLE   71,878 0 0
TENABLE HLDGS INC COM 88025T102 147 2,901 SH   SOLE   2,901 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 23,466 40,846 SH   SOLE   40,846 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 37,006 298,072 SH   SOLE   220,467 0 77,605
VISA INC CLASS A SHARES COM CL A 92826C839 14,844 65,054 SH   SOLE   65,054 0 0
WR BERKLEY CORP COM 084423102 19,850 217,750 SH   SOLE   217,750 0 0
WALT DISNEY CO/THE COM 254687106 16,514 107,433 SH   SOLE   107,433 0 0
WW GRAINGER INC COM 384802104 26,982 57,490 SH   SOLE   57,490 0 0
XOMETRY INC CLASS A COM 98423F109 153 3,118 SH   SOLE   3,118 0 0
ZOETIS INC CL A 98978V103 12,371 62,229 SH   SOLE   62,229 0 0