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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   560,121 1,815,155 SH   SOLE   1,815,155 0 0
ALCON INC ORD SHS H01301128   537,566 6,519,134 SH   SOLE   6,519,134 0 0
ALLEGION PLC ORD SHS G0176J109   265,309 2,210,537 SH   SOLE   2,210,537 0 0
ANSYS INC COM 03662Q105   274,909 832,377 SH   SOLE   832,377 0 0
BOOKING HLDGS INC COM 09857L108   568,830 210,652 SH   SOLE   210,652 0 0
COPART INC COM 217204106   228,738 2,507,818 SH   SOLE   2,507,818 0 0
DOLLAR GEN CORP NEW COM 256677105   76,514 450,666 SH   SOLE   450,666 0 0
EQUIFAX INC COM 294429105   184,007 782,012 SH   SOLE   782,012 0 0
LAUDER ESTEE COS INC CL A 518439104   115,865 590,004 SH   SOLE   590,004 0 0
FAIR ISAAC CORP COM 303250104   289,519 357,780 SH   SOLE   357,780 0 0
FERRARI N V COM N3167Y103   302,991 928,095 SH   SOLE   928,095 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   471,143 4,166,459 SH   SOLE   4,166,459 0 0
INTUIT COM 461202103   216,023 471,470 SH   SOLE   471,470 0 0
LINDE PLC COM G54950103   474,713 1,245,704 SH   SOLE   0 0 1,245,704
MARRIOTT INTL INC NEW CL A 571903202   83,495 454,543 SH   SOLE   454,543 0 0
MARDSH & MCLENNAN COS COM 571748102   134,623 715,777 SH   SOLE   715,777 0 0
MICROSOFT CORP COM 594918104   366,653 1,076,682 SH   SOLE   1,076,682 0 0
MOODYS CORP COM 615369105   259,224 745,497 SH   SOLE   745,497 0 0
OTIS WORLDWIDE CORP COM 68902V107   230,082 2,584,903 SH   SOLE   2,584,903 0 0
PROCTER AND GAMBLE CO COM 742718109   142,566 939,542 SH   SOLE   939,542 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   180,303 345,573 SH   SOLE   0 0 345,573
UNITED RENTALS INC COM 911363109   117,886 264,693 SH   SOLE   264,693 0 0
VISA INC COM CL A 92826C839   458,994 1,932,769 SH   SOLE   1,932,769 0 0
ZOETIS INC CL A 98978V103   75,150 436,385 SH   SOLE   436,385 0 0