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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Ansys COM 03662Q105 203,802 791,741 SH   SOLE   699,113 92,628 0
Boston Scientific COM 101137107 105,958 2,343,160 SH   SOLE   2,069,027 274,133 0
CME COM 12572Q105 171,835 856,093 SH   SOLE   755,936 100,157 0
Cognex COM 192422103 54,606 974,410 SH   SOLE   860,243 114,167 0
Edwards COM 28176E112 131,273 562,705 SH   SOLE   496,872 65,833 0
Hexcel COM 428291108 133,740 1,824,305 SH   SOLE   1,610,874 213,431 0
Idexx COM 45168D104 46,786 179,168 SH   SOLE   158,206 20,962 0
Intuit COM 461202103 128,463 490,449 SH   SOLE   433,027 57,422 0
MarketAxess COM 57060D108 199,973 527,481 SH   SOLE   465,769 61,712 0
Masimo COM 574795100 138,129 873,902 SH   SOLE   771,625 102,277 0
Mastercard COM 57636Q104 267,493 895,853 SH   SOLE   791,044 104,809 0
Mettler-Toledo COM 592688105 90,694 114,328 SH   SOLE   100,952 13,376 0
PayPal COM 70450Y103 116,826 1,080,018 SH   SOLE   953,626 126,392 0
PTC COM 69370C100 74,969 1,001,053 SH   SOLE   883,936 117,117 0
SVB Fin Group COM 78486Q101 56,088 223,423 SH   SOLE   197,277 26,146 0
Tradeweb COM 892672106 25,214 543,999 SH   SOLE   480,278 63,721 0
Tyler COM 902252105 127,585 425,254 SH   SOLE   375,502 49,752 0
Varian COM 92220P105 166,591 1,173,094 SH   SOLE   1,035,850 137,244 0
Verisk Analytics COM 92345Y106 138,582 927,961 SH   SOLE   819,396 108,565 0
Visa COM 92826C839 145,582 774,786 SH   SOLE   684,141 90,645 0
Waters COM 941848103 76,529 327,536 SH   SOLE   289,161 38,375 0
Zoetis COM 98978V103 58,856 444,697 SH   SOLE   392,670 52,027 0