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   31,353 287,590 SH   SOLE   287,590 0 0
ABCAM PLC ADS 000380204   251 10,258 SH   SOLE   10,258 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101   37,680 122,106 SH   SOLE   122,106 0 0
ACTIVISION BLIZZARD INC COM 00507V109   21,941 260,273 SH   SOLE   260,273 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   11,410 126,961 SH   SOLE   126,961 0 0
ALCON AG ORD SHS H01301128   31,852 384,717 SH   SOLE   336,981 0 47,736
ALLEGION PLC ORD SHS G0176J109   125 1,045 SH   SOLE   1,045 0 0
ALPHABET INC CL C CAP STK CL C 02079K107   34,259 283,199 SH   SOLE   283,199 0 0
AMERICAN EXPRESS CO COM 025816109   21,047 120,823 SH   SOLE   120,823 0 0
AMPHENOL CORP NEW CL A 032095101   33,768 397,507 SH   SOLE   397,507 0 0
ANALOG DEVICES INC COM 032654105   38,214 196,161 SH   SOLE   196,161 0 0
APPLE INC COM 037833100   38,967 200,895 SH   SOLE   200,895 0 0
APPLIED MATERIALS INC COM 038222105   33,830 234,053 SH   SOLE   234,053 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   24,116 109,726 SH   SOLE   109,726 0 0
BADGER METER INC COM 056525108   133 900 SH   SOLE   900 0 0
BROWN & BROWN INC COM 115236101   30,151 437,980 SH   SOLE   437,980 0 0
COHERENT CORP COM 19247G107   145 2,852 SH   SOLE   2,852 0 0
COSTCO WHOLESALE CORP COM 22160K105   33,471 62,170 SH   SOLE   62,170 0 0
EBAY INC COM 278642103   24,107 539,439 SH   SOLE   539,439 0 0
EQUIFAX INC COM 294429105   30,924 131,425 SH   SOLE   131,425 0 0
FACTSET RESH SYS INC COM 303075105   29,594 73,864 SH   SOLE   73,864 0 0
FIRST AMERN FINL CORP COM 31847R102   119 2,088 SH   SOLE   2,088 0 0
FOX FACTORY HLDG CORP COM 35138V102   119 1,094 SH   SOLE   1,094 0 0
GLOBUS MED INC CL A 379577208   162 2,713 SH   SOLE   2,713 0 0
GRACO INC COM 384109104   326 3,780 SH   SOLE   3,780 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101   18,746 268,947 SH   SOLE   209,673 0 59,274
HOME DEPOT INC COM 437076102   30,943 99,611 SH   SOLE   99,611 0 0
INSPERITY INC COM 45778Q107   230 1,935 SH   SOLE   1,935 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   205 1,688 SH   SOLE   1,688 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103   25,043 149,553 SH   SOLE   149,553 0 0
LITTELFUSE INC COM 537008104   33,621 115,414 SH   SOLE   115,414 0 0
MARSH & MCLENNAN COS COM 571748102   33,654 178,934 SH   SOLE   178,934 0 0
MICROSOFT CORP COM 594918104   60,234 176,877 SH   SOLE   176,877 0 0
MKS INSTRS INC COM 55306N104   215 1,992 SH   SOLE   1,992 0 0
MORNINGSTAR INC COM 617700109   68 347 SH   SOLE   347 0 0
NASDAQ INC COM 631103108   24,725 495,994 SH   SOLE   495,994 0 0
NORDSON CORP COM 655663102   29,314 118,117 SH   SOLE   118,117 0 0
PAYPAL HOLDINGS INC COM 70450Y103   18,185 272,514 SH   SOLE   272,514 0 0
POWER INTEGRATIONS INC COM 739276103   225 2,373 SH   SOLE   2,373 0 0
RB GLOBAL INC COM 74935Q107   4,229 70,472 SH   SOLE   70,472 0 0
ROSS STORES INC COM 778296103   34,479 307,488 SH   SOLE   307,488 0 0
SELECTIVE INS GROUP INC COM 816300107   201 2,097 SH   SOLE   2,097 0 0
STRYKER CORP COM 863667101   27,344 89,627 SH   SOLE   89,627 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100   29,989 297,161 SH   SOLE   260,257 0 36,904
TENABLE HLDGS INC COM 88025T102   102 2,332 SH   SOLE   2,332 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   27,803 53,288 SH   SOLE   53,288 0 0
TRANSUNION COM 89400J107   196 2,502 SH   SOLE   2,502 0 0
VISA INC CLASS A SHARES COM CL A 92826C839   28,698 120,841 SH   SOLE   120,841 0 0
WALT DISNEY CO/THE COM 254687106   22,333 250,136 SH   SOLE   250,136 0 0
WR BERKLEY CORP COM 084423102   26,645 447,357 SH   SOLE   447,357 0 0
WW GRAINGER INC COM 384802104   56,960 72,230 SH   SOLE   72,230 0 0
ZOETIS INC CL A 98978V103   19,691 114,339 SH   SOLE   114,339 0 0