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
AGILENT TECHNOLOGIES INC COM 00846U101   6,066,391 45,157 SH   SOLE   45,157 0 0
ALPHABET INC CAP STK CL A 02079K305   9,280,243 49,024 SH   SOLE   49,024 0 0
ANSYS INC COM 03662Q105   13,062,767 38,724 SH   SOLE   38,724 0 0
ARAMARK COM 03852U106   838,169 22,465 SH   SOLE   22,465 0 0
DAYFORCE INC COM 15677J108   12,233,666 168,415 SH   SOLE   168,415 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,898,511 2,072 SH   SOLE   2,072 0 0
COSTAR GROUP INC COM 22160N109   789,065 11,022 SH   SOLE   11,022 0 0
CROWN CASTLE INC COM 22822V101   6,333,777 69,786 SH   SOLE   69,786 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   7,062,357 65,550 SH   SOLE   65,550 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   13,025,778 161,270 SH   SOLE   161,270 0 0
FORTIVE CORP COM 34959J108   11,781,375 157,085 SH   SOLE   157,085 0 0
GLOBAL PMTS INC COM 37940X102   3,006,234 26,827 SH   SOLE   26,827 0 0
MSCI INC COM 55354G100   6,308,505 10,514 SH   SOLE   10,514 0 0
PAYCOM SOFTWARE INC COM 70432V102   611,426 2,983 SH   SOLE   2,983 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,947,825 9,765 SH   SOLE   9,765 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,905,122 9,348 SH   SOLE   9,348 0 0
SALESFORCE INC COM 79466L302   317,948 951 SH   SOLE   951 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   5,375,156 87,815 SH   SOLE   87,815 0 0
TRANSUNION COM 89400J107   10,785,974 116,341 SH   SOLE   116,341 0 0
VISA INC COM CL A 92826C839   5,308,840 16,798 SH   SOLE   16,798 0 0
WASTE CONNECTIONS INC COM 94106B101   14,160,326 82,529 SH   SOLE   82,529 0 0
WASTE MGMT INC DEL COM 94106L109   24,919,451 123,492 SH   SOLE   123,492 0 0
WORKDAY INC CL A 98138H101   5,911,467 22,910 SH   SOLE   22,910 0 0
ZOETIS INC CL A 98978V103   2,322,730 14,256 SH   SOLE   14,256 0 0
ALLEGION PLC ORD SHS G0176J109   498,152 3,812 SH   SOLE   3,812 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,184,820 17,581 SH   SOLE   17,581 0 0
EVEREST GROUP LTD COM G3223R108   9,844,414 27,160 SH   SOLE   27,160 0 0
STERIS PLC SHS USD G8473T100   6,764,774 32,909 SH   SOLE   32,909 0 0
CME GROUP INC COM 12572Q105   8,049,324 34,661 SH   SOLE   34,661 0 0
IDEXX LABS INC COM 45168D104   5,902,269 14,276 SH   SOLE   14,276 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,446,024 43,259 SH   SOLE   43,259 0 0
IQVIA HLDGS INC COM 46266C105   6,595,465 33,563 SH   SOLE   33,563 0 0
AON PLC SHS CL A G0403H108   5,203,869 14,489 SH   SOLE   14,489 0 0
ADOBE INC COM 00724F101   4,798,987 10,792 SH   SOLE   10,792 0 0
CONSTELLATION BRANDS INC CL A 21036P108   11,232,988 50,828 SH   SOLE   50,828 0 0
META PLATFORMS INC CL A 30303M102   3,267,146 5,580 SH   SOLE   5,580 0 0
FOX CORP CL B COM 35137L204   6,564,422 143,516 SH   SOLE   143,516 0 0
MARKETAXESS HLDGS INC COM 57060D108   9,645,805 42,673 SH   SOLE   42,673 0 0
NVIDIA CORPORATION COM 67066G104   1,669,628 12,433 SH   SOLE   12,433 0 0
PTC INC COM 69370C100   7,772,369 42,271 SH   SOLE   42,271 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,554,934 12,958 SH   SOLE   12,958 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   11,145,506 30,176 SH   SOLE   30,176 0 0
BENTLEY SYS INC COM CL B 08265T208   17,883,999 382,955 SH   SOLE   382,955 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   21,029,367 67,135 SH   SOLE   67,135 0 0
MEDPACE HLDGS INC COM 58506Q109   1,318,289 3,968 SH   SOLE   3,968 0 0
DESCARTES SYS GROUP INC COM 249906108   4,754,023 41,829 SH   SOLE   41,829 0 0
ALIGN TECHNOLOGY INC COM 016255101   4,788,849 22,967 SH   SOLE   22,967 0 0
AMAZON COM INC COM 023135106   10,595,221 48,294 SH   SOLE   48,294 0 0
BALL CORP COM 058498106   8,602,871 156,047 SH   SOLE   156,047 0 0
DANAHER CORPORATION COM 235851102   11,623,494 50,636 SH   SOLE   50,636 0 0
INTUIT COM 461202103   13,695,644 21,791 SH   SOLE   21,791 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   1,744,968 1,426 SH   SOLE   1,426 0 0
MICROSOFT CORP COM 594918104   2,615,829 6,206 SH   SOLE   6,206 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,333,454 30,235 SH   SOLE   30,235 0 0
ROPER TECHNOLOGIES INC COM 776696106   20,835,588 40,080 SH   SOLE   40,080 0 0
SHERWIN WILLIAMS CO COM 824348106   18,607,428 54,739 SH   SOLE   54,739 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   9,466,105 18,196 SH   SOLE   18,196 0 0
VEEVA SYS INC CL A COM 922475108   3,653,514 17,377 SH   SOLE   17,377 0 0
ABBOTT LABS COM 002824100   12,651,240 111,849 SH   SOLE   111,849 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   8,874,643 71,288 SH   SOLE   71,288 0 0
AMPHENOL CORP NEW CL A 032095101   13,058,545 188,028 SH   SOLE   188,028 0 0
ELEVANCE HEALTH INC COM 036752103   2,309,683 6,261 SH   SOLE   6,261 0 0
AVERY DENNISON CORP COM 053611109   1,401,229 7,488 SH   SOLE   7,488 0 0
BECTON DICKINSON & CO COM 075887109   916,328 4,039 SH   SOLE   4,039 0 0
BIO RAD LABS INC CL A 090572207   6,662,511 20,281 SH   SOLE   20,281 0 0
BROWN & BROWN INC COM 115236101   2,737,095 26,829 SH   SOLE   26,829 0 0
BROWN FORMAN CORP CL B 115637209   7,440,358 195,902 SH   SOLE   195,902 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,270,138 14,212 SH   SOLE   14,212 0 0
CLOROX CO DEL COM 189054109   10,248,233 63,101 SH   SOLE   63,101 0 0
COLGATE PALMOLIVE CO COM 194162103   1,646,107 18,107 SH   SOLE   18,107 0 0
CROWN HLDGS INC COM 228368106   5,444,227 65,839 SH   SOLE   65,839 0 0
CSX CORP COM 126408103   12,646,032 391,882 SH   SOLE   391,882 0 0
GARTNER INC COM 366651107   4,520,105 9,330 SH   SOLE   9,330 0 0
LENNOX INTL INC COM 526107107   4,467,997 7,333 SH   SOLE   7,333 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,949,179 28,008 SH   SOLE   28,008 0 0
MCCORMICK & CO INC COM NON VTG 579780206   7,526,184 98,717 SH   SOLE   98,717 0 0
MONDELEZ INTL INC CL A 609207105   2,172,320 36,369 SH   SOLE   36,369 0 0
NORFOLK SOUTHN CORP COM 655844108   4,524,781 19,279 SH   SOLE   19,279 0 0
PEPSICO INC COM 713448108   20,275,985 133,342 SH   SOLE   133,342 0 0
ROLLINS INC COM 775711104   6,830,043 147,358 SH   SOLE   147,358 0 0
SMITH A O CORP COM 831865209   2,705,072 39,658 SH   SOLE   39,658 0 0
STRYKER CORPORATION COM 863667101   7,626,219 21,181 SH   SOLE   21,181 0 0
SYNOPSYS INC COM 871607107   17,115,735 35,264 SH   SOLE   35,264 0 0
UNION PAC CORP COM 907818108   1,844,844 8,090 SH   SOLE   8,090 0 0
CANADIAN NATL RY CO COM 136375102   1,955,574 19,261 SH   SOLE   19,261 0 0
BLACKLINE INC COM 09239B109   4,933,955 81,204 SH   SOLE   81,204 0 0
APTARGROUP INC COM 038336103   4,537,205 28,881 SH   SOLE   28,881 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,976,264 28,952 SH   SOLE   28,952 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   2,644,923 21,726 SH   SOLE   21,726 0 0
OTIS WORLDWIDE CORP COM 68902V107   4,619,942 49,886 SH   SOLE   49,886 0 0
HEICO CORP NEW CL A 422806208   11,295,242 60,701 SH   SOLE   60,701 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   2,330,677 221,758 SH   SOLE   221,758 0 0
ZILLOW GROUP INC CL A 98954M101   11,184,735 157,865 SH   SOLE   157,865 0 0
LINDE PLC SHS G54950103   22,936,417 54,784 SH   SOLE   54,784 0 0
MERITAGE HOMES CORP COM 59001A102   4,701,201 30,563 SH   SOLE   30,563 0 0
ASPEN TECHNOLOGY INC COM 29109X106   6,515,343 26,100 SH   SOLE   26,100 0 0
TOAST INC CL A 888787108   2,415,614 66,272 SH   SOLE   66,272 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   6,744,749 93,168 SH   SOLE   93,168 0 0
THOMSON REUTERS CORP COM 884903808   3,423,953 21,349 SH   SOLE   21,349 0 0
ALCON AG ORD SHS H01301128   5,670,652 66,800 SH   SOLE   66,800 0 0
BROWN FORMAN CORP CL A 115637100   1,266,799 33,611 SH   SOLE   33,611 0 0
COOPER COS INC COM 216648501   18,070,220 196,565 SH   SOLE   196,565 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,889,623 118,185 SH   SOLE   118,185 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103   952,534 231,760 SH   SOLE   231,760 0 0
GITLAB INC CLASS A COM 37637K108   7,916,555 140,489 SH   SOLE   140,489 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   10,313,829 1,366,070 SH   SOLE   1,366,070 0 0
LAM RESEARCH CORP COM NEW 512807306   3,018,131 41,785 SH   SOLE   41,785 0 0
NCINO INC COM 63947X101   3,150,005 93,806 SH   SOLE   93,806 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   3,174,095 507,044 SH   SOLE   507,044 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   8,303,074 129,412 SH   SOLE   129,412 0 0
SERVICETITAN INC SHS CL A 81764X103   4,321,877 42,013 SH   SOLE   42,013 0 0
UNDER ARMOUR INC CL C 904311206   3,197,117 428,568 SH   SOLE   428,568 0 0
VERALTO CORP COM SHS 92338C103   10,093,335 99,100 SH   SOLE   99,100 0 0