The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Ansys | COM | 03662Q105 | 355,153 | 1,085,330 | SH | SOLE | 923,723 | 0 | 161,607 | ||
| Bio-Techne | COM | 09073M104 | 187,870 | 758,367 | SH | SOLE | 645,434 | 0 | 112,933 | ||
| Boston Scientific | COM | 101137107 | 163,000 | 4,265,888 | SH | SOLE | 3,630,757 | 0 | 635,131 | ||
| CME | COM | 12572Q105 | 216,833 | 1,295,993 | SH | SOLE | 1,103,047 | 0 | 192,946 | ||
| Costar | COM | 22160N109 | 163,801 | 193,046 | SH | SOLE | 164,298 | 0 | 28,748 | ||
| Edwards | COM | 28176E108 | 263,332 | 3,299,069 | SH | SOLE | 3,299,069 | 0 | 0 | ||
| ICE | COM | 45866F104 | 249,716 | 2,495,917 | SH | SOLE | 2,124,237 | 0 | 371,680 | ||
| Intuit | COM | 461202103 | 281,579 | 863,182 | SH | SOLE | 734,663 | 0 | 128,519 | ||
| MarketAxess | COM | 57060D108 | 404,476 | 839,876 | SH | SOLE | 714,776 | 0 | 125,100 | ||
| Masimo | COM | 574795100 | 319,231 | 1,352,329 | SH | SOLE | 1,150,965 | 0 | 201,364 | ||
| Mastercard | COM | 57636Q104 | 435,289 | 1,287,190 | SH | SOLE | 1,095,635 | 0 | 191,555 | ||
| Mettler-Toledo | COM | 592688105 | 112,721 | 116,719 | SH | SOLE | 99,349 | 0 | 17,370 | ||
| PayPal | COM | 70450Y103 | 268,035 | 1,360,376 | SH | SOLE | 1,157,814 | 0 | 202,562 | ||
| PTC | COM | 69370C100 | 199,148 | 2,407,501 | SH | SOLE | 2,049,046 | 0 | 358,455 | ||
| Tradeweb | COM | 892672106 | 257,070 | 4,432,244 | SH | SOLE | 3,772,219 | 0 | 660,025 | ||
| Tyler | COM | 902252105 | 199,872 | 573,422 | SH | SOLE | 488,031 | 0 | 85,391 | ||
| Varian | COM | 92220P105 | 100,601 | 584,888 | SH | SOLE | 497,660 | 0 | 87,228 | ||
| Verisk Analytics | COM | 92345Y106 | 252,661 | 1,363,449 | SH | SOLE | 1,160,495 | 0 | 202,954 | ||
| Visa | COM | 92826C839 | 197,356 | 986,930 | SH | SOLE | 840,027 | 0 | 146,903 | ||
| Workday | COM | 98138H101 | 182,509 | 848,364 | SH | SOLE | 722,041 | 0 | 126,323 | ||