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

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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
ADOBE INC COM 00724F101   79,909,797 133,942 SH   SOLE   133,942 0 0
ALPHABET INC CAP STK CL A 02079K305   708,348,713 5,070,862 SH   SOLE   5,070,862 0 0
ANALOG DEVICES INC COM 032654105   85,653,621 431,374 SH   SOLE   431,374 0 0
AUTOZONE INC COM 053332102   555,851,852 214,979 SH   SOLE   214,979 0 0
BECTON DICKINSON & CO COM 075887109   238,157,295 976,735 SH   SOLE   976,735 0 0
BRUKER CORP COM 116794108   12,077,026 164,358 SH   SOLE   164,358 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   273,033,998 4,752,550 SH   SOLE   4,752,550 0 0
CME GROUP INC COM 12572Q105   330,338,525 1,568,559 SH   SOLE   1,568,559 0 0
COLGATE PALMOLIVE CO COM 194162103   40,655,528 510,043 SH   SOLE   510,043 0 0
DONALDSON INC COM 257651109   11,593,090 177,400 SH   SOLE   177,400 0 0
EXPONENT INC COM 30214U102   9,657,988 109,700 SH   SOLE   109,700 0 0
FACTSET RESH SYS INC COM 303075105   78,007,693 163,521 SH   SOLE   163,521 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   10,575,888 94,800 SH   SOLE   94,800 0 0
FOX FACTORY HLDG CORP COM 35138V102   6,700,764 99,300 SH   SOLE   99,300 0 0
GRACO INC COM 384109104   270,578,672 3,118,703 SH   SOLE   3,118,703 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   221,084,231 3,294,356 SH   SOLE   3,294,356 0 0
INTER PARFUMS INC COM 458334109   10,613,537 73,700 SH   SOLE   73,700 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   9,945,000 100,000 SH   SOLE   100,000 0 0
JOHNSON & JOHNSON COM 478160104   290,526,681 1,853,558 SH   SOLE   1,853,558 0 0
KENVUE INC COM 49177J102   81,896,804 3,803,846 SH   SOLE   3,803,846 0 0
LOWES COS INC COM 548661107   117,444,754 527,723 SH   SOLE   527,723 0 0
MASTERCARD INCORPORATED CL A 57636Q104   550,451,673 1,290,595 SH   SOLE   1,290,595 0 0
MEDPACE HLDGS INC COM 58506Q109   12,996,872 42,400 SH   SOLE   42,400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   239,173,879 197,182 SH   SOLE   197,182 0 0
MICROSOFT CORP COM 594918104   898,562,998 2,389,541 SH   SOLE   2,389,541 0 0
MIDDLEBY CORP COM 596278101   72,769,825 494,461 SH   SOLE   494,461 0 0
MOODYS CORP COM 615369105   692,849,925 1,773,991 SH   SOLE   1,773,991 0 0
MSCI INC COM 55354G100   319,206,477 564,318 SH   SOLE   564,318 0 0
NATIONAL RESH CORP COM NEW 637372202   6,056,636 153,100 SH   SOLE   153,100 0 0
NIKE INC CL B 654106103   213,713,097 1,968,436 SH   SOLE   1,968,436 0 0
ORACLE CORP COM 68389X105   295,302,682 2,800,936 SH   SOLE   2,800,936 0 0
OTIS WORLDWIDE CORP COM 68902V107   298,721,094 3,338,785 SH   SOLE   3,338,785 0 0
PEPSICO INC COM 713448108   326,780,482 1,924,049 SH   SOLE   1,924,049 0 0
POWER INTEGRATIONS INC COM 739276103   5,164,719 62,900 SH   SOLE   62,900 0 0
S&P GLOBAL INC COM 78409V104   86,470,552 196,292 SH   SOLE   196,292 0 0
SHERWIN WILLIAMS CO COM 824348106   372,817,501 1,195,311 SH   SOLE   1,195,311 0 0
SIMPSON MFG INC COM 829073105   10,393,950 52,500 SH   SOLE   52,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   541,253,232 5,204,358 SH   SOLE   5,204,358 0 0
TJX COS INC NEW COM 872540109   394,200,033 4,202,111 SH   SOLE   4,202,111 0 0
TREX CO INC COM 89531P105   10,994,512 132,800 SH   SOLE   132,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   487,223,767 925,454 SH   SOLE   925,454 0 0
WD 40 CO COM 929236107   8,128,380 34,000 SH   SOLE   34,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   18,462,136 229,600 SH   SOLE   229,600 0 0
XPEL INC COM 98379L100   3,581,025 66,500 SH   SOLE   66,500 0 0