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   31,315 323,330 SH   SOLE   323,330 0 0
ABCAM PLC ADS 000380204   232 10,258 SH   SOLE   10,258 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101   37,500 122,106 SH   SOLE   122,106 0 0
ACTIVISION BLIZZARD INC COM 00507V109   24,369 260,273 SH   SOLE   260,273 0 0
ALCON AG ORD SHS H01301128   31,106 401,254 SH   SOLE   336,981 0 64,273
ALPHABET INC CL C CAP STK CL C 02079K107   37,340 283,199 SH   SOLE   283,199 0 0
AMERICAN EXPRESS CO COM 025816109   24,766 166,000 SH   SOLE   166,000 0 0
AMPHENOL CORP NEW CL A 032095101   33,387 397,507 SH   SOLE   397,507 0 0
ANALOG DEVICES INC COM 032654105   34,346 196,161 SH   SOLE   196,161 0 0
APPLE INC COM 037833100   24,562 143,464 SH   SOLE   143,464 0 0
APPLIED MATERIALS INC COM 038222105   32,405 234,053 SH   SOLE   234,053 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   26,398 109,726 SH   SOLE   109,726 0 0
BADGER METER INC COM 056525108   129 900 SH   SOLE   900 0 0
BROWN & BROWN INC COM 115236101   30,589 437,980 SH   SOLE   437,980 0 0
COHERENT CORP COM 19247G107   93 2,852 SH   SOLE   2,852 0 0
COSTCO WHOLESALE CORP COM 22160K105   35,124 62,170 SH   SOLE   62,170 0 0
EBAY INC COM 278642103   23,784 539,439 SH   SOLE   539,439 0 0
EQUIFAX INC COM 294429105   24,074 131,425 SH   SOLE   131,425 0 0
FACTSET RESH SYS INC COM 303075105   32,298 73,864 SH   SOLE   73,864 0 0
FIRST AMERN FINL CORP COM 31847R102   118 2,088 SH   SOLE   2,088 0 0
FOX FACTORY HLDG CORP COM 35138V102   108 1,094 SH   SOLE   1,094 0 0
GLOBUS MED INC CL A 379577208   135 2,713 SH   SOLE   2,713 0 0
GRACO INC COM 384109104   275 3,780 SH   SOLE   3,780 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101   15,300 259,279 SH   SOLE   209,673 0 49,606
HOME DEPOT INC COM 437076102   30,098 99,611 SH   SOLE   99,611 0 0
INSPERITY INC COM 45778Q107   189 1,935 SH   SOLE   1,935 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   227 2,162 SH   SOLE   2,162 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103   19,787 149,553 SH   SOLE   149,553 0 0
LITTELFUSE INC COM 537008104   28,544 115,414 SH   SOLE   115,414 0 0
MARSH & MCLENNAN COS COM 571748102   34,051 178,934 SH   SOLE   178,934 0 0
MICROSOFT CORP COM 594918104   55,849 176,877 SH   SOLE   176,877 0 0
MKS INSTRS INC COM 55306N104   172 1,992 SH   SOLE   1,992 0 0
MORNINGSTAR INC COM 617700109   140 598 SH   SOLE   598 0 0
NASDAQ INC COM 631103108   24,100 495,994 SH   SOLE   495,994 0 0
NORDSON CORP COM 655663102   26,360 118,117 SH   SOLE   118,117 0 0
PAYPAL HOLDINGS INC COM 70450Y103   15,931 272,514 SH   SOLE   272,514 0 0
POWER INTEGRATIONS INC COM 739276103   181 2,373 SH   SOLE   2,373 0 0
RB GLOBAL INC COM 74935Q107   6,619 105,666 SH   SOLE   4,393 0 101,273
ROSS STORES INC COM 778296103   34,731 307,488 SH   SOLE   307,488 0 0
SELECTIVE INS GROUP INC COM 816300107   216 2,097 SH   SOLE   2,097 0 0
STRYKER CORP COM 863667101   24,492 89,627 SH   SOLE   89,627 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100   25,228 290,307 SH   SOLE   260,257 0 30,050
TENABLE HLDGS INC COM 88025T102   104 2,332 SH   SOLE   2,332 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   31,264 61,765 SH   SOLE   61,765 0 0
TRANSUNION COM 89400J107   203 2,821 SH   SOLE   2,821 0 0
VISA INC CLASS A SHARES COM CL A 92826C839   30,485 132,539 SH   SOLE   132,539 0 0
WALT DISNEY CO/THE COM 254687106   20,274 250,136 SH   SOLE   250,136 0 0
WR BERKLEY CORP COM 084423102   35,858 564,785 SH   SOLE   564,785 0 0
WW GRAINGER INC COM 384802104   49,972 72,230 SH   SOLE   72,230 0 0
ZOETIS INC CL A 98978V103   22,514 129,406 SH   SOLE   129,406 0 0