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 27,503 284,236 SH   SOLE   284,236 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 31,097 120,860 SH   SOLE   120,860 0 0
ACTIVISION BLIZZARD INC COM 00507V109 31,637 425,568 SH   SOLE   425,568 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,531 118,669 SH   SOLE   118,669 0 0
ALLEGION PLC ORD SHS G0176J109 137 1,531 SH   SOLE   1,531 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 26,626 276,920 SH   SOLE   276,920 0 0
AMERICAN EXPRESS CO COM 025816109 16,606 123,088 SH   SOLE   123,088 0 0
AMPHENOL CORP NEW CL A 032095101 26,282 392,501 SH   SOLE   392,501 0 0
ANALOG DEVICES INC COM 032654105 26,872 192,850 SH   SOLE   192,850 0 0
APPLE INC COM 037833100 27,822 201,318 SH   SOLE   201,318 0 0
APPLIED MATERIALS INC COM 038222105 18,882 230,469 SH   SOLE   230,469 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 24,172 106,868 SH   SOLE   106,868 0 0
BADGER METER INC COM 056525108 180 1,952 SH   SOLE   1,952 0 0
BROWN & BROWN INC COM 115236101 25,988 429,689 SH   SOLE   429,689 0 0
COSTCO WHOLESALE CORP COM 22160K105 29,940 63,395 SH   SOLE   63,395 0 0
EBAY INC COM 278642103 19,820 538,430 SH   SOLE   538,430 0 0
EQUIFAX INC COM 294429105 22,965 133,964 SH   SOLE   133,964 0 0
FACTSET RESH SYS INC COM 303075105 29,492 73,709 SH   SOLE   73,709 0 0
FIRST AMERN FINL CORP COM 31847R102 141 3,060 SH   SOLE   3,060 0 0
FOX FACTORY HLDG CORP COM 35138V102 74 940 SH   SOLE   940 0 0
GLOBUS MED INC CL A 379577208 173 2,906 SH   SOLE   2,906 0 0
GRACO INC COM 384109904 261 4,351 SH   SOLE   4,351 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 19,050 326,089 SH   SOLE   217,728 0 108,361
HOME DEPOT INC COM 437076102 27,692 100,354 SH   SOLE   100,354 0 0
COHERENT CORP COM 19247G107 123 3,529 SH   SOLE   3,529 0 0
INSPERITY INC COM 45778Q107 188 1,845 SH   SOLE   1,845 0 0
INTEL CORP COM 458140100 18,958 735,666 SH   SOLE   735,666 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 115 1,343 SH   SOLE   1,343 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 22,561 143,374 SH   SOLE   143,374 0 0
LITTELFUSE INC COM 537008104 26,360 132,669 SH   SOLE   132,669 0 0
MARSH & MCLENNAN COS COM 571748102 26,832 179,734 SH   SOLE   179,734 0 0
MICROSOFT CORP COM 594918104 40,786 175,122 SH   SOLE   175,122 0 0
MKS INSTRS INC COM 55306N104 195 2,360 SH   SOLE   2,360 0 0
MORNINGSTAR INC COM 617700109 108 509 SH   SOLE   509 0 0
NATIONAL INSTRS CORP COM 636518102 291 7,707 SH   SOLE   7,707 0 0
NORDSON CORP COM 655663102 24,306 114,506 SH   SOLE   114,506 0 0
PAYPAL HOLDINGS INC COM 70450Y103 22,735 264,151 SH   SOLE   264,151 0 0
POWER INTEGRATIONS INC COM 739276103 167 2,600 SH   SOLE   2,600 0 0
PPG INDUSTRIES INC COM 693506107 12,927 116,788 SH   SOLE   116,788 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 211 3,374 SH   SOLE   3,374 0 0
ROSS STORES INC COM 778296103 25,578 303,522 SH   SOLE   303,522 0 0
STRYKER CORP COM 863667101 21,655 106,919 SH   SOLE   106,919 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 23,998 350,033 SH   SOLE   268,967 0 81,066
TENABLE HLDGS INC COM 88025T102 101 2,901 SH   SOLE   2,901 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 26,666 52,576 SH   SOLE   52,576 0 0
TRANSUNION COM 89400J107 208 3,497 SH   SOLE   3,497 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 21,196 119,316 SH   SOLE   119,316 0 0
WALT DISNEY CO/THE COM 254687106 23,143 245,336 SH   SOLE   245,336 0 0
WR BERKLEY CORP COM 084423102 28,519 441,613 SH   SOLE   441,613 0 0
WW GRAINGER INC COM 384802104 35,250 72,058 SH   SOLE   72,058 0 0
XOMETRY INC CLASS A COM 98423F109 177 3,118 SH   SOLE   3,118 0 0
ZOETIS INC CL A 98978V103 13,287 89,600 SH   SOLE   89,600 0 0