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 33,642 284,236 SH   SOLE   284,236 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 40,758 120,860 SH   SOLE   120,860 0 0
ACTIVISION BLIZZARD INC COM 00507V109 34,092 425,568 SH   SOLE   425,568 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,168 118,669 SH   SOLE   118,669 0 0
ALLEGION PLC ORD SHS G0176J109 168 1,531 SH   SOLE   1,531 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 38,672 13,846 SH   SOLE   13,846 0 0
AMERICAN EXPRESS CO COM 025816109 17,987 96,186 SH   SOLE   96,186 0 0
AMPHENOL CORP NEW CL A 032095101 23,887 317,015 SH   SOLE   317,015 0 0
ANALOG DEVICES INC COM 032654105 31,855 192,850 SH   SOLE   192,850 0 0
APPLE INC COM 037833100 35,152 201,318 SH   SOLE   201,318 0 0
APPLIED MATERIALS INC COM 038222105 23,767 180,329 SH   SOLE   180,329 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 24,317 106,868 SH   SOLE   106,868 0 0
BADGER METER INC COM 056525108 195 1,952 SH   SOLE   1,952 0 0
BAXTER INTERNATIONAL INC COM 071813109 32,381 417,608 SH   SOLE   417,608 0 0
BROWN & BROWN INC COM 115236101 31,054 429,689 SH   SOLE   429,689 0 0
COSTCO WHOLESALE CORP COM 22160K105 41,977 72,895 SH   SOLE   72,895 0 0
EBAY INC COM 278642103 30,831 538,430 SH   SOLE   538,430 0 0
EQUIFAX INC COM 294429105 27,547 116,184 SH   SOLE   116,184 0 0
FACTSET RESH SYS INC COM 303075105 32,001 73,709 SH   SOLE   73,709 0 0
FIRST AMERN FINL CORP COM 31847R102 198 3,060 SH   SOLE   3,060 0 0
FOX FACTORY HLDG CORP COM 35138V102 92 940 SH   SOLE   940 0 0
GLOBUS MED INC CL A 379577208 214 2,906 SH   SOLE   2,906 0 0
GRACO INC COM 384109104 303 4,351 SH   SOLE   4,351 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 19,999 326,089 SH   SOLE   217,728 0 108,361
HOME DEPOT INC COM 437076102 28,385 94,830 SH   SOLE   94,830 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 17,187 130,866 SH   SOLE   130,866 0 0
II-VI INC COM 902104108 256 3,529 SH   SOLE   3,529 0 0
INSPERITY INC COM 45778Q107 185 1,845 SH   SOLE   1,845 0 0
INTEL CORP COM 458140100 14,373 290,003 SH   SOLE   290,003 0 0
IPG PHOTONICS CORP COM 44980X109 11,688 106,484 SH   SOLE   106,484 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 159 1,343 SH   SOLE   1,343 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 19,838 125,580 SH   SOLE   125,580 0 0
LITTELFUSE INC COM 537008104 33,089 132,669 SH   SOLE   132,669 0 0
MARSH & MCLENNAN COS COM 571748102 30,630 179,734 SH   SOLE   179,734 0 0
MICROSOFT CORP COM 594918104 53,992 175,122 SH   SOLE   175,122 0 0
MKS INSTRS INC COM 55306N104 354 2,360 SH   SOLE   2,360 0 0
MORNINGSTAR INC COM 617700109 139 509 SH   SOLE   509 0 0
NATIONAL INSTRS CORP COM 636518102 313 7,707 SH   SOLE   7,707 0 0
NORDSON CORP COM 655663102 25,275 111,306 SH   SOLE   111,306 0 0
OMNICELL COM COM 68213N109 177 1,365 SH   SOLE   1,365 0 0
OPEN TEXT CORP COM 683715106 33,886 706,740 SH   SOLE   472,105 0 234,635
PAYPAL HOLDINGS INC COM 70450Y103 29,335 253,651 SH   SOLE   253,651 0 0
PPG INDUSTRIES INC COM 693506107 15,307 116,788 SH   SOLE   116,788 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 199 3,374 SH   SOLE   3,374 0 0
ROSS STORES INC COM 778296103 26,552 293,525 SH   SOLE   293,525 0 0
STRYKER CORP COM 863667101 23,966 89,641 SH   SOLE   89,641 0 0
TENABLE HLDGS INC COM 88025T102 168 2,901 SH   SOLE   2,901 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 31,054 52,576 SH   SOLE   52,576 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 36,494 350,033 SH   SOLE   268,967 0 81,066
TRANSUNION COM 89400J107 361 3,497 SH   SOLE   3,497 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 25,153 113,419 SH   SOLE   113,419 0 0
WR BERKLEY CORP COM 084423102 29,407 441,613 SH   SOLE   441,613 0 0
WALT DISNEY CO/THE COM 254687106 23,526 171,520 SH   SOLE   171,520 0 0
WW GRAINGER INC COM 384802104 37,167 72,058 SH   SOLE   72,058 0 0
XOMETRY INC CLASS A COM 98423F109 115 3,118 SH   SOLE   3,118 0 0
ZOETIS INC CL A 98978V103 15,748 83,502 SH   SOLE   83,502 0 0