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
ABBOTT LABORATORIES COM 002824100 39,297 338,976 SH   SOLE NONE 338,976 0 0
ACCENTURE PLC CLASS A G1151C101 630,936 2,140,291 SH   SOLE NONE 2,140,291 0 0
ADOBE INC COM 00724F101 56,784 96,960 SH   SOLE NONE 96,960 0 0
ALIBABA GROUP HOLDING-SP ADR 01609W102 377,569 1,664,912 SH   SOLE NONE 1,664,912 0 0
ALLEGION PLC COM G0176J109 45,421 326,068 SH   SOLE NONE 326,068 0 0
ALPHABET INC CLASS A 02079K305 7,740 3,170 SH   SOLE NONE 3,170 0 0
ALPHABET INC CLASS C 02079K107 1,233,515 492,162 SH   SOLE NONE 492,162 0 0
AMAZON.COM INC COM 023135106 679,607 197,551 SH   SOLE NONE 197,551 0 0
AMERICAN ELECTRIC POWER COM 025537101 34,734 410,616 SH   SOLE NONE 410,616 0 0
AMERISOURCEBERGEN CORP COM 03073E105 32,785 286,357 SH   SOLE NONE 286,357 0 0
AMETEK INC COM 031100100 562,024 4,209,917 SH   SOLE NONE 4,209,917 0 0
AMPHENOL CORP CLASS A 032095101 564,035 8,244,923 SH   SOLE NONE 8,244,923 0 0
ANSYS INC COM 03662Q105 85,617 246,691 SH   SOLE NONE 246,691 0 0
AON PLC CLASS A G0403H108 1,444,668 6,050,712 SH   SOLE NONE 6,050,712 0 0
APPLE INC COM 037833100 208 1,520 SH   SOLE NONE 1,520 0 0
APTARGROUP INC COM 038336103 98,762 701,235 SH   SOLE NONE 701,235 0 0
ARTHUR J GALLAGHER & CO COM 363576109 140,406 1,002,326 SH   SOLE NONE 1,002,326 0 0
ASPEN TECHNOLOGY INC COM 045327103 83,299 605,635 SH   SOLE NONE 605,635 0 0
AUTOHOME INC ADR 05278C107 120,915 1,890,486 SH   SOLE NONE 1,890,486 0 0
BAXTER INTERNATIONAL INC COM 071813109 50,000 621,118 SH   SOLE NONE 621,118 0 0
BECTON DICKINSON AND CO COM 075887109 165,606 680,975 SH   SOLE NONE 680,975 0 0
BERKSHIRE HATHAWAY INC CLASS B 084670702 208 750 SH   SOLE NONE 750 0 0
BIO-RAD LABORATORIE CLASS A 090572207 26,020 40,386 SH   SOLE NONE 40,386 0 0
BOOKING HOLDINGS INC COM 09857L108 423,439 193,520 SH   SOLE NONE 193,520 0 0
BROOKFIELD RENEWABLE PARTNER COM G16258108 202 5,250 SH   SOLE NONE 5,250 0 0
CARRIER GLOBAL CORP COM 14448C104 93,092 1,915,477 SH   SOLE NONE 1,915,477 0 0
CBIZ INC COM 124805102 65,770 2,007,011 SH   SOLE NONE 2,007,011 0 0
CDW CORP/DE COM 12514G108 615,748 3,525,613 SH   SOLE NONE 3,525,613 0 0
CHARTER COMMUNICATIONS IN CLASS A 16119P108 59,858 82,969 SH   SOLE NONE 82,969 0 0
CHASE CORP COM 16150R104 40,808 397,700 SH   SOLE NONE 397,700 0 0
CIA CERVECERIAS UNI-SPON ADR 204429104 192,414 9,553,832 SH   SOLE NONE 9,553,832 0 0
CME GROUP INC COM 12572Q105 632,252 2,972,785 SH   SOLE NONE 2,972,785 0 0
COGNIZANT TECH SOLUTION CLASS A 192446102 129,399 1,868,305 SH   SOLE NONE 1,868,305 0 0
COMCAST CORP CLASS A 20030N101 167,009 2,928,949 SH   SOLE NONE 2,928,949 0 0
CSW INDUSTRIALS INC COM 126402106 42,593 359,552 SH   SOLE NONE 359,552 0 0
CSX CORP COM 126408103 38,591 1,202,946 SH   SOLE NONE 1,202,946 0 0
DANAHER CORP COM 235851102 53,256 198,448 SH   SOLE NONE 198,448 0 0
DOLLAR GENERAL CORP COM 256677105 54,476 251,749 SH   SOLE NONE 251,749 0 0
ECOLAB INC COM 278865100 43,577 211,568 SH   SOLE NONE 211,568 0 0
ELASTIC NV COM N14506104 112,069 768,860 SH   SOLE NONE 768,860 0 0
FASTENAL CO COM 311900104 46,385 892,014 SH   SOLE NONE 892,014 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 421,269 1,645,195 SH   SOLE NONE 1,645,195 0 0
FTI CONSULTING INC COM 302941109 396,819 2,904,760 SH   SOLE NONE 2,904,760 0 0
GLOBAL INDUSTRIAL CO COM 37892E102 56,652 1,543,234 SH   SOLE NONE 1,543,234 0 0
HEADHUNTER GROUP PLC ADR 42207L106 6,220 146,800 SH   SOLE NONE 146,800 0 0
HERSHEY CO/THE COM 427866108 68,936 395,772 SH   SOLE NONE 395,772 0 0
HOLOGIC INC COM 436440101 56,117 841,075 SH   SOLE NONE 841,075 0 0
IAA INC COM 449253103 148,482 2,722,435 SH   SOLE NONE 2,722,435 0 0
IHS MARKIT LTD COM G47567105 98,242 872,022 SH   SOLE NONE 872,022 0 0
INFOSYS LTD-SP ADR 456788108 8,440 398,300 SH   SOLE NONE 398,300 0 0
INSPERITY INC COM 45778Q107 399,384 4,419,429 SH   SOLE NONE 4,419,429 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 749,556 6,314,709 SH   SOLE NONE 6,314,709 0 0
INTERCONTINENTAL HOTELS ADR 45857P806 687 10,308 SH   SOLE NONE 10,308 0 0
INTUIT INC COM 461202103 642,397 1,310,559 SH   SOLE NONE 1,310,559 0 0
ISHARES CORE MSCI EMERGING ETF 46434G103 1,045 15,600 SH   SOLE NONE 15,600 0 0
JOHNSON & JOHNSON COM 478160104 661,571 4,015,852 SH   SOLE NONE 4,015,852 0 0
JPMORGAN CHASE & CO COM 46625H100 352,790 2,268,161 SH   SOLE NONE 2,268,161 0 0
LINDE PLC COM G5494J103 65,287 225,829 SH   SOLE NONE 225,829 0 0
MARSH & MCLENNAN COS COM 571748102 913,713 6,494,971 SH   SOLE NONE 6,494,971 0 0
MASTERCARD INC - A COM 57636Q104 117,839 322,767 SH   SOLE NONE 322,767 0 0
MERCADOLIBRE INC COM 58733R102 2,492 1,600 SH   SOLE NONE 1,600 0 0
MICROSOFT CORP COM 594918104 1,131,995 4,178,644 SH   SOLE NONE 4,178,644 0 0
MORNINGSTAR INC COM 617700109 28,828 112,125 SH   SOLE NONE 112,125 0 0
NETEASE INC ADR 64110W102 271,469 2,355,477 SH   SOLE NONE 2,355,477 0 0
NETFLIX INC COM 64110L106 20,950 39,663 SH   SOLE NONE 39,663 0 0
NEW ORIENTAL EDUCATIO-SP ADR 647581107 54,333 6,634,114 SH   SOLE NONE 6,634,114 0 0
NIKE INC CLASS B 654106103 104,074 673,662 SH   SOLE NONE 673,662 0 0
NOVARTIS AG-SPONSORED ADR 66987V109 321,047 3,518,714 SH   SOLE NONE 3,518,714 0 0
NV5 GLOBAL INC COM 62945V109 6,221 65,824 SH   SOLE NONE 65,824 0 0
PAYCHEX INC COM 704326107 167,445 1,560,533 SH   SOLE NONE 1,560,533 0 0
PAYPAL HOLDINGS INC COM 70450Y103 47,061 161,455 SH   SOLE NONE 161,455 0 0
PC CONNECTION INC COM 69318J100 87,993 1,901,725 SH   SOLE NONE 1,901,725 0 0
PEPSICO INC COM 713448108 73,905 498,782 SH   SOLE NONE 498,782 0 0
PROCTER & GAMBLE CO/THE COM 742718109 401,819 2,977,980 SH   SOLE NONE 2,977,980 0 0
RPM INTERNATIONAL INC COM 749685103 64,416 726,383 SH   SOLE NONE 726,383 0 0
S&P GLOBAL INC COM 78409V104 599,545 1,460,702 SH   SOLE NONE 1,460,702 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 138,256 507,456 SH   SOLE NONE 507,456 0 0
SMITH (A.O.) CORP COM 831865209 69,029 957,933 SH   SOLE NONE 957,933 0 0
SOUTHERN CO/THE COM 842587107 33,386 551,744 SH   SOLE NONE 551,744 0 0
SQUARE INC - A COM 852234103 60,154 246,734 SH   SOLE NONE 246,734 0 0
STATE STREET CORP COM 857477103 73,211 889,783 SH   SOLE NONE 889,783 0 0
STONECO LT CLASS A G85158106 2,206 32,900 SH   SOLE NONE 32,900 0 0
TAIWAN SEMICONDUCTOR-SP ADR 874039100 213,168 1,774,034 SH   SOLE NONE 1,774,034 0 0
TEXAS INSTRUMENTS INC COM 882508104 51,599 268,328 SH   SOLE NONE 268,328 0 0
TORONTO-DOMINION BANK COM 891160509 66,372 947,500 SH   SOLE NONE 947,500 0 0
TRADEWEB MARKETS INC CLASS A 892672106 50,736 600,005 SH   SOLE NONE 600,005 0 0
UNITEDHEALTH GROUP INC COM 91324P102 154,936 386,914 SH   SOLE NONE 386,914 0 0
VERISIGN INC COM 92343E102 19,164 84,168 SH   SOLE NONE 84,168 0 0
VERISK ANALYTICS INC COM 92345Y106 194,861 1,115,278 SH   SOLE NONE 1,115,278 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 84,854 1,514,443 SH   SOLE NONE 1,514,443 0 0
VIPSHOP HOLDINGS LTD - ADR 92763W103 3,628 180,700 SH   SOLE NONE 180,700 0 0
VISA INC-CLASS A SHARES COM 92826C839 737,492 3,154,101 SH   SOLE NONE 3,154,101 0 0
WARNER MUSIC GROUP CORP CLASS A 934550203 37,444 1,038,959 SH   SOLE NONE 1,038,959 0 0
WATERS CORP COM 941848103 200,636 580,526 SH   SOLE NONE 580,526 0 0
WELLS FARGO & CO COM 949746101 38,438 848,701 SH   SOLE NONE 848,701 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 34,048 94,815 SH   SOLE NONE 94,815 0 0
WILLIS TOWERS WATSON PLC COM G96629103 34,025 147,924 SH   SOLE NONE 147,924 0 0
WINMARK CORP COM 974250102 74,133 385,948 SH   SOLE NONE 385,948 0 0