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 40,179 340,124 SH   SOLE NONE 340,124 0 0
ACCENTURE PLC CLASS A G1151C101 610,427 1,908,061 SH   SOLE NONE 1,908,061 0 0
ADOBE INC COM 00724F101 55,886 97,072 SH   SOLE NONE 97,072 0 0
ALIBABA GROUP HOLDING-SP ADR 01609W102 244,291 1,650,056 SH   SOLE NONE 1,650,056 0 0
ALLEGION PLC COM G0176J109 43,147 326,424 SH   SOLE NONE 326,424 0 0
ALPHABET INC CLASS A 02079K305 8,737 3,268 SH   SOLE NONE 3,268 0 0
ALPHABET INC CLASS C 02079K107 1,310,448 491,668 SH   SOLE NONE 491,668 0 0
AMAZON.COM INC COM 023135106 910,156 277,061 SH   SOLE NONE 277,061 0 0
AMERICAN ELECTRIC POWER COM 025537101 33,431 411,819 SH   SOLE NONE 411,819 0 0
AMERISOURCEBERGEN CORP COM 03073E105 34,224 286,516 SH   SOLE NONE 286,516 0 0
AMETEK INC COM 031100100 444,137 3,581,464 SH   SOLE NONE 3,581,464 0 0
AMPHENOL CORP CLASS A 032095101 647,748 8,845,388 SH   SOLE NONE 8,845,388 0 0
ANSYS INC COM 03662Q105 72,586 213,205 SH   SOLE NONE 213,205 0 0
AON PLC CLASS A G0403H108 1,740,431 6,090,320 SH   SOLE NONE 6,090,320 0 0
APPLE INC COM 037833100 215 1,520 SH   SOLE NONE 1,520 0 0
APTARGROUP INC COM 038336103 83,779 701,961 SH   SOLE NONE 701,961 0 0
ARTHUR J GALLAGHER & CO COM 363576109 148,725 1,000,503 SH   SOLE NONE 1,000,503 0 0
ASPEN TECHNOLOGY INC COM 045327103 74,321 605,216 SH   SOLE NONE 605,216 0 0
AUTOHOME INC ADR 05278C107 87,882 1,872,623 SH   SOLE NONE 1,872,623 0 0
BAXTER INTERNATIONAL INC COM 071813109 49,985 621,468 SH   SOLE NONE 621,468 0 0
BECTON DICKINSON AND CO COM 075887109 168,073 683,722 SH   SOLE NONE 683,722 0 0
BERKSHIRE HATHAWAY INC CLASS B 084670702 205 750 SH   SOLE NONE 750 0 0
BIO-RAD LABORATORIE CLASS A 090572207 30,115 40,372 SH   SOLE NONE 40,372 0 0
BOOKING HOLDINGS INC COM 09857L108 459,600 193,608 SH   SOLE NONE 193,608 0 0
CARRIER GLOBAL CORP COM 14448C104 99,066 1,913,950 SH   SOLE NONE 1,913,950 0 0
CBIZ INC COM 124805102 45,477 1,406,200 SH   SOLE NONE 1,406,200 0 0
CBRE GROUP INC - A COM 12504L109 282 2,898 SH   SOLE NONE 2,898 0 0
CDW CORP/DE COM 12514G108 658,857 3,619,693 SH   SOLE NONE 3,619,693 0 0
CELLEBRITE DI LTD COM M2197Q107 207 22,395 SH   SOLE NONE 22,395 0 0
CHARLES RIVER LABORATORIES COM 159864107 418 1,013 SH   SOLE NONE 1,013 0 0
CHARTER COMMUNICATIONS IN CLASS A 16119P108 60,304 82,885 SH   SOLE NONE 82,885 0 0
CHASE CORP COM 16150R104 47,571 465,700 SH   SOLE NONE 465,700 0 0
CIA CERVECERIAS UNI-SPON ADR 204429104 170,620 9,868,159 SH   SOLE NONE 9,868,159 0 0
CME GROUP INC COM 12572Q105 189,998 982,510 SH   SOLE NONE 982,510 0 0
COGNIZANT TECH SOLUTION CLASS A 192446102 138,858 1,871,147 SH   SOLE NONE 1,871,147 0 0
COMCAST CORP CLASS A 20030N101 163,960 2,931,522 SH   SOLE NONE 2,931,522 0 0
COMFORT SYSTEMS USA INC COM 199908104 217 3,048 SH   SOLE NONE 3,048 0 0
CONCENTRIX CORP COM 20602D101 321 1,812 SH   SOLE NONE 1,812 0 0
CSW INDUSTRIALS INC COM 126402106 37,870 296,555 SH   SOLE NONE 296,555 0 0
DANAHER CORP COM 235851102 60,559 198,919 SH   SOLE NONE 198,919 0 0
DOLLAR GENERAL CORP COM 256677105 60,793 286,570 SH   SOLE NONE 286,570 0 0
ECOLAB INC COM 278865100 44,088 211,331 SH   SOLE NONE 211,331 0 0
ELASTIC NV COM N14506104 119,193 800,008 SH   SOLE NONE 800,008 0 0
FASTENAL CO COM 311900104 45,984 890,986 SH   SOLE NONE 890,986 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 433,454 1,659,028 SH   SOLE NONE 1,659,028 0 0
FOCUS FINANCIAL PARTNER CLASS A 34417P100 201 3,838 SH   SOLE NONE 3,838 0 0
FTI CONSULTING INC COM 302941109 574,164 4,262,538 SH   SOLE NONE 4,262,538 0 0
GLOBAL INDUSTRIAL CO COM 37892E102 82,205 2,169,573 SH   SOLE NONE 2,169,573 0 0
HEADHUNTER GROUP PLC ADR 42207L106 7,164 146,800 SH   SOLE NONE 146,800 0 0
HERSHEY CO/THE COM 427866108 67,021 395,990 SH   SOLE NONE 395,990 0 0
HOLOGIC INC COM 436440101 62,091 841,225 SH   SOLE NONE 841,225 0 0
IAA INC COM 449253103 200,775 3,679,219 SH   SOLE NONE 3,679,219 0 0
IHS MARKIT LTD COM G47567105 100,693 863,432 SH   SOLE NONE 863,432 0 0
INFOSYS LTD-SP ADR 456788108 8,862 398,300 SH   SOLE NONE 398,300 0 0
INSPERITY INC COM 45778Q107 549,445 4,961,579 SH   SOLE NONE 4,961,579 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 739,051 6,436,609 SH   SOLE NONE 6,436,609 0 0
INTERCONTINENTAL HOTELS ADR 45857P806 470 7,308 SH   SOLE NONE 7,308 0 0
INTUIT INC COM 461202103 694,582 1,287,432 SH   SOLE NONE 1,287,432 0 0
ISHARES CORE MSCI EMERGING ETF 46434G103 963 15,600 SH   SOLE NONE 15,600 0 0
JOHNSON & JOHNSON COM 478160104 686,548 4,251,069 SH   SOLE NONE 4,251,069 0 0
JPMORGAN CHASE & CO COM 46625H100 352,667 2,154,479 SH   SOLE NONE 2,154,479 0 0
KLA CORP COM 482480100 340 1,015 SH   SOLE NONE 1,015 0 0
LINDE PLC COM G5494J103 66,248 225,808 SH   SOLE NONE 225,808 0 0
MARSH & MCLENNAN COS COM 571748102 1,080,798 7,137,279 SH   SOLE NONE 7,137,279 0 0
MASTERCARD INC - A COM 57636Q104 112,209 322,737 SH   SOLE NONE 322,737 0 0
MERCADOLIBRE INC COM 58733R102 2,687 1,600 SH   SOLE NONE 1,600 0 0
MICROSOFT CORP COM 594918104 1,240,219 4,399,189 SH   SOLE NONE 4,399,189 0 0
MORNINGSTAR INC COM 617700109 17,849 68,907 SH   SOLE NONE 68,907 0 0
MSCI INC COM 55354G100 242 398 SH   SOLE NONE 398 0 0
NATIONAL RESEARCH CORP COM 637372202 1,106 26,236 SH   SOLE NONE 26,236 0 0
NETEASE INC ADR 64110W102 199,272 2,333,390 SH   SOLE NONE 2,333,390 0 0
NETFLIX INC COM 64110L106 36,410 59,655 SH   SOLE NONE 59,655 0 0
NIKE INC CLASS B 654106103 70,669 486,604 SH   SOLE NONE 486,604 0 0
NOVARTIS AG-SPONSORED ADR 66987V109 109,755 1,342,072 SH   SOLE NONE 1,342,072 0 0
NV5 GLOBAL INC COM 62945V109 26,493 268,772 SH   SOLE NONE 268,772 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 221 362 SH   SOLE NONE 362 0 0
PAYCHEX INC COM 704326107 176,052 1,565,599 SH   SOLE NONE 1,565,599 0 0
PAYPAL HOLDINGS INC COM 70450Y103 42,032 161,532 SH   SOLE NONE 161,532 0 0
PC CONNECTION INC COM 69318J100 83,457 1,895,460 SH   SOLE NONE 1,895,460 0 0
PEPSICO INC COM 713448108 75,750 503,621 SH   SOLE NONE 503,621 0 0
PREMIER INC CLASS A 74051N102 42,768 1,103,417 SH   SOLE NONE 1,103,417 0 0
PROCTER & GAMBLE CO/THE COM 742718109 429,723 3,073,838 SH   SOLE NONE 3,073,838 0 0
RPM INTERNATIONAL INC COM 749685103 56,327 725,395 SH   SOLE NONE 725,395 0 0
RYAN SPECIALTY GROUP HLDG CLASS A 78351F107 72,165 2,130,638 SH   SOLE NONE 2,130,638 0 0
S&P GLOBAL INC COM 78409V104 581,940 1,369,624 SH   SOLE NONE 1,369,624 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 142,163 508,214 SH   SOLE NONE 508,214 0 0
SMITH (A.O.) CORP COM 831865209 58,757 962,126 SH   SOLE NONE 962,126 0 0
SOUTHERN CO/THE COM 842587107 34,308 553,622 SH   SOLE NONE 553,622 0 0
SQUARE INC - A COM 852234103 59,273 247,134 SH   SOLE NONE 247,134 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 257 3,696 SH   SOLE NONE 3,696 0 0
STATE STREET CORP COM 857477103 89,931 1,061,506 SH   SOLE NONE 1,061,506 0 0
STONECO LT CLASS A G85158106 1,142 32,900 SH   SOLE NONE 32,900 0 0
TAIWAN SEMICONDUCTOR-SP ADR 874039100 169,055 1,514,150 SH   SOLE NONE 1,514,150 0 0
TASKUS IN CLASS A 87652V109 48,869 736,309 SH   SOLE NONE 736,309 0 0
TEXAS INSTRUMENTS INC COM 882508104 51,665 268,793 SH   SOLE NONE 268,793 0 0
TORONTO-DOMINION BANK COM 891160509 56,757 858,000 SH   SOLE NONE 858,000 0 0
TRADEWEB MARKETS INC CLASS A 892672106 49,013 606,744 SH   SOLE NONE 606,744 0 0
TRINET GROUP INC COM 896288107 171,716 1,815,561 SH   SOLE NONE 1,815,561 0 0
UNITEDHEALTH GROUP INC COM 91324P102 157,102 402,064 SH   SOLE NONE 402,064 0 0
VERISIGN INC COM 92343E102 17,547 85,592 SH   SOLE NONE 85,592 0 0
VERISK ANALYTICS INC COM 92345Y106 223,287 1,114,931 SH   SOLE NONE 1,114,931 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 81,207 1,503,560 SH   SOLE NONE 1,503,560 0 0
VIPSHOP HOLDINGS LTD - ADR 92763W103 2,013 180,700 SH   SOLE NONE 180,700 0 0
VISA INC-CLASS A SHARES COM 92826C839 661,256 2,968,603 SH   SOLE NONE 2,968,603 0 0
WARNER MUSIC GROUP CORP CLASS A 934550203 44,687 1,045,548 SH   SOLE NONE 1,045,548 0 0
WATERS CORP COM 941848103 207,744 581,428 SH   SOLE NONE 581,428 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 40,243 94,792 SH   SOLE NONE 94,792 0 0
WILLIS TOWERS WATSON PLC COM G96629103 99,751 429,111 SH   SOLE NONE 429,111 0 0
WINMARK CORP COM 974250102 82,744 384,800 SH   SOLE NONE 384,800 0 0
XPEL INC COM 98379L100 363 4,782 SH   SOLE NONE 4,782 0 0