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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100   31,722 288,936 SH   SOLE   288,936 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101   32,702 122,554 SH   SOLE   122,554 0 0
ACTIVISION BLIZZARD INC COM 00507V109   32,577 425,568 SH   SOLE   425,568 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   10,557 125,233 SH   SOLE   125,233 0 0
ALLEGION PLC ORD SHS G0176J109   161 1,531 SH   SOLE   1,531 0 0
ALPHABET INC CL C CAP STK CL C 02079K107   25,022 282,000 SH   SOLE   282,000 0 0
AMERICAN EXPRESS CO COM 025816109   18,186 123,088 SH   SOLE   123,088 0 0
AMPHENOL CORP NEW CL A 032095101   30,373 398,906 SH   SOLE   398,906 0 0
ANALOG DEVICES INC COM 032654105   31,633 192,850 SH   SOLE   192,850 0 0
APPLE INC COM 037833100   26,611 204,807 SH   SOLE   204,807 0 0
APPLIED MATERIALS INC COM 038222105   22,443 230,469 SH   SOLE   230,469 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   25,760 107,847 SH   SOLE   107,847 0 0
BADGER METER INC COM 056525108   213 1,952 SH   SOLE   1,952 0 0
BROWN & BROWN INC COM 115236101   24,951 437,969 SH   SOLE   437,969 0 0
COHERENT CORP COM 19247G107   124 3,529 SH   SOLE   3,529 0 0
COSTCO WHOLESALE CORP COM 22160K105   28,940 63,395 SH   SOLE   63,395 0 0
EBAY INC COM 278642103   22,779 549,283 SH   SOLE   549,283 0 0
EQUIFAX INC COM 294429105   26,037 133,964 SH   SOLE   133,964 0 0
FACTSET RESH SYS INC COM 303075105   30,193 75,255 SH   SOLE   75,255 0 0
FIRST AMERN FINL CORP COM 31847R102   160 3,060 SH   SOLE   3,060 0 0
FOX FACTORY HLDG CORP COM 35138V102   86 940 SH   SOLE   940 0 0
GLOBUS MED INC CL A 379577208   216 2,906 SH   SOLE   2,906 0 0
GRACO INC COM 384109104   293 4,351 SH   SOLE   4,351 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101   22,726 332,199 SH   SOLE   223,838 0 108,361
HOME DEPOT INC COM 437076102   31,698 100,354 SH   SOLE   100,354 0 0
INSPERITY INC COM 45778Q107   210 1,845 SH   SOLE   1,845 0 0
INTEL CORP COM 458140100   19,444 735,666 SH   SOLE   735,666 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   123 1,343 SH   SOLE   1,343 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103   24,989 146,074 SH   SOLE   146,074 0 0
LITTELFUSE INC COM 537008104   29,214 132,669 SH   SOLE   132,669 0 0
MARSH & MCLENNAN COS COM 571748102   29,742 179,734 SH   SOLE   179,734 0 0
MICROSOFT CORP COM 594918104   41,998 175,122 SH   SOLE   175,122 0 0
MKS INSTRS INC COM 55306N104   200 2,360 SH   SOLE   2,360 0 0
MORNINGSTAR INC COM 617700109   110 509 SH   SOLE   509 0 0
NATIONAL INSTRS CORP COM 636518102   284 7,707 SH   SOLE   7,707 0 0
NORDSON CORP COM 655663102   27,696 116,506 SH   SOLE   116,506 0 0
PAYPAL HOLDINGS INC COM 70450Y103   18,813 264,151 SH   SOLE   264,151 0 0
POWER INTEGRATIONS INC COM 739276103   186 2,600 SH   SOLE   2,600 0 0
RITCHIE BROS AUCTIONEERS COM 767744105   247 4,281 SH   SOLE   4,281 0 0
ROSS STORES INC COM 778296103   35,230 303,522 SH   SOLE   303,522 0 0
STRYKER CORP COM 863667101   26,141 106,919 SH   SOLE   106,919 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100   26,297 353,033 SH   SOLE   271,967 0 81,066
TENABLE HLDGS INC COM 88025T102   111 2,901 SH   SOLE   2,901 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   29,421 53,425 SH   SOLE   53,425 0 0
TRANSUNION COM 89400J107   198 3,497 SH   SOLE   3,497 0 0
VISA INC CLASS A SHARES COM CL A 92826C839   24,789 119,316 SH   SOLE   119,316 0 0
WALT DISNEY CO/THE COM 254687106   21,767 250,540 SH   SOLE   250,540 0 0
WR BERKLEY CORP COM 084423102   32,048 441,613 SH   SOLE   441,613 0 0
WW GRAINGER INC COM 384802104   40,547 72,894 SH   SOLE   72,894 0 0
XOMETRY INC CLASS A COM 98423F109   100 3,118 SH   SOLE   3,118 0 0
ZOETIS INC CL A 98978V103   14,031 95,743 SH   SOLE   95,743 0 0