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
ACUITY BRANDS INC COM 00508Y102 322,938 1,726,665 SH   SOLE   12,534 1,714,131 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 888,687 3,918,719 SH   SOLE   28,446 3,890,273 0
ALPHABET INC CAP STK CL C 02079K107 1,341,352 535,188 SH   SOLE   3,885 531,303 0
AMAZON COM INC COM 023135106 1,522,549 442,581 SH   SOLE   3,213 439,368 0
ANALOG DEVICES INC COM 032654105 835,788 4,854,714 SH   SOLE   35,240 4,819,474 0
APPLIED MATLS INC COM 038222105 630,686 4,428,977 SH   SOLE   32,043 4,396,934 0
ASANA INC CL A 04342Y104 155,201 2,502,024 SH   SOLE   0 2,502,024 0
BAXTER INTL INC COM 071813109 1,690,992 21,006,109 SH   SOLE   151,908 20,854,201 0
BECTON DICKINSON & CO COM 075887109 934,896 3,844,301 SH   SOLE   28,051 3,816,250 0
CBRE GROUP INC CL A 12504L109 592,857 6,915,395 SH   SOLE   50,187 6,865,208 0
CISCO SYS INC COM 17275R102 1,306,364 23,680,327 SH   SOLE   172,863 23,507,464 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 222,152 3,207,501 SH   SOLE   18,328 3,189,173 0
COOPER COS INC COM NEW 216648402 642,119 1,620,408 SH   SOLE   11,763 1,608,645 0
DENTSPLY SIRONA INC COM 24906P109 443,019 7,003,146 SH   SOLE   50,839 6,952,307 0
EQUIFAX INC COM 294429105 1,124,281 4,694,086 SH   SOLE   34,076 4,660,010 0
GARTNER INC COM 366651107 816,426 3,370,874 SH   SOLE   24,469 3,346,405 0
GUIDEWIRE SOFTWARE INC COM 40171V100 243,038 2,156,118 SH   SOLE   15,634 2,140,484 0
HENRY SCHEIN INC COM 806407102 992,996 13,384,504 SH   SOLE   96,932 13,287,572 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 48,055 909,964 SH   SOLE   0 909,964 0
ILLUMINA INC COM 452327109 518,312 1,095,310 SH   SOLE   7,950 1,087,360 0
INTEL CORP COM 458140100 397,408 7,078,866 SH   SOLE   51,389 7,027,477 0
JONES LANG LASALLE INC COM 48020Q107 920,336 4,708,563 SH   SOLE   34,008 4,674,555 0
MERCADOLIBRE INC COM 58733R102 228,684 146,800 SH   SOLE   1,066 145,734 0
MICROCHIP TECHNOLOGY INC. COM 595017104 56,548 377,638 SH   SOLE   0 377,638 0
MICROSOFT CORP COM 594918104 288,286 1,064,180 SH   SOLE   7,687 1,056,493 0
NUTANIX INC CL A 67059N108 718,319 18,794,321 SH   SOLE   135,930 18,658,391 0
PALO ALTO NETWORKS INC COM 697435105 675,052 1,819,302 SH   SOLE   13,207 1,806,095 0
PENUMBRA INC COM 70975L107 126,524 461,665 SH   SOLE   3,382 458,283 0
SALESFORCE COM INC COM 79466L302 160,916 658,762 SH   SOLE   4,820 653,942 0
SCHWAB CHARLES CORP COM 808513105 1,036,205 14,231,636 SH   SOLE   103,315 14,128,321 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 636,510 10,979,992 SH   SOLE   79,709 10,900,283 0
STERIS PLC SHS USD G8473T100 651,550 3,158,263 SH   SOLE   22,803 3,135,460 0
SYNOPSYS INC COM 871607107 343,659 1,246,089 SH   SOLE   9,057 1,237,032 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,822 106,709 SH   SOLE   18,655 88,054 0
TE CONNECTIVITY LTD REG SHS H84989104 658,055 4,866,914 SH   SOLE   35,321 4,831,593 0
TEXAS INSTRS INC COM 882508104 324,543 1,687,689 SH   SOLE   6,879 1,680,810 0
THERMO FISHER SCIENTIFIC INC COM 883556102 860,892 1,706,527 SH   SOLE   12,385 1,694,142 0
TRANE TECHNOLOGIES PLC SHS G8994E103 340,783 1,850,675 SH   SOLE   13,435 1,837,240 0
TRIMBLE INC COM 896239100 331,778 4,054,480 SH   SOLE   29,434 4,025,046 0
TWILIO INC CL A 90138F102 73,238 185,808 SH   SOLE   1,361 184,447 0