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 267,137 1,935,774 SH   SOLE   14,143 1,921,631 0
ALPHABET INC CAP STK CL C 02079K107 1,417,487 1,060,184 SH   SOLE   7,751 1,052,433 0
AMAZON COM INC COM 023135106 80,817 43,736 SH   SOLE   319 43,417 0
ANALOG DEVICES INC COM 032654105 328,188 2,761,595 SH   SOLE   20,190 2,741,405 0
APPLIED MATLS INC COM 038222105 257,953 4,225,964 SH   SOLE   34,208 4,191,756 0
APTIV PLC SHS G6095L109 560,598 5,902,893 SH   SOLE   44,820 5,858,073 0
AUTOMATIC DATA PROCESSING IN COM 053015103 242,548 1,422,570 SH   SOLE   10,400 1,412,170 0
BAXTER INTL INC COM 071813109 570,105 6,817,806 SH   SOLE   49,846 6,767,960 0
BECTON DICKINSON & CO COM 075887109 100,105 368,075 SH   SOLE   2,712 365,363 0
CBRE GROUP INC CL A 12504L109 2,728 44,506 SH   SOLE   325 44,181 0
CERNER CORP COM 156782104 329,473 4,489,340 SH   SOLE   32,822 4,456,518 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 927,134 14,948,951 SH   SOLE   99,211 14,849,740 0
COOPER COS INC COM NEW 216648402 491,227 1,528,921 SH   SOLE   11,205 1,517,716 0
CREDICORP LTD COM G2519Y108 290,157 1,361,407 SH   SOLE   10,558 1,350,849 0
DEERE & CO COM 244199105 103,854 599,414 SH   SOLE   4,382 595,032 0
DENTSPLY SIRONA INC COM 24906P109 918,105 16,223,796 SH   SOLE   118,532 16,105,264 0
EQUIFAX INC COM 294429105 335,394 2,393,621 SH   SOLE   17,500 2,376,121 0
HENRY SCHEIN INC COM 806407102 688,079 10,312,936 SH   SOLE   75,399 10,237,537 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 49,417 1,233,262 SH   SOLE   0 1,233,262 0
ILLUMINA INC COM 452327109 194,150 585,247 SH   SOLE   4,273 580,974 0
INGERSOLL-RAND PLC SHS G47791101 333,055 2,505,677 SH   SOLE   18,319 2,487,358 0
JONES LANG LASALLE INC COM 48020Q107 831,686 4,777,332 SH   SOLE   35,473 4,741,859 0
MERCADOLIBRE INC COM 58733R102 399,090 697,783 SH   SOLE   5,113 692,670 0
MICROCHIP TECHNOLOGY INC COM 595017104 50,354 480,848 SH   SOLE   0 480,848 0
MICROSOFT CORP COM 594918104 431,708 2,737,527 SH   SOLE   20,014 2,717,513 0
NUTANIX INC CL A 67059N108 454,161 14,528,495 SH   SOLE   105,439 14,423,056 0
NVIDIA CORP COM 67066G104 10,000 42,498 SH   SOLE   0 42,498 0
PENUMBRA INC COM 70975L107 67,730 412,309 SH   SOLE   3,003 409,306 0
SALESFORCE COM INC COM 79466L302 358,806 2,206,134 SH   SOLE   17,107 2,189,027 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 630,611 11,706,165 SH   SOLE   88,949 11,617,216 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 46,428 144,250 SH   SOLE   0 144,250 0
STERICYCLE INC COM 858912108 220,621 3,457,470 SH   SOLE   25,276 3,432,194 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,887 118,534 SH   SOLE   0 118,534 0
TE CONNECTIVITY LTD REG SHS H84989104 516,473 5,388,908 SH   SOLE   39,399 5,349,509 0
TEXAS INSTRS INC COM 882508104 632,276 4,928,493 SH   SOLE   28,442 4,900,051 0
THE CHARLES SCHWAB CORPORATI COM 808513105 1,414,406 29,739,409 SH   SOLE   221,005 29,518,404 0
THERMO FISHER SCIENTIFIC INC COM 883556102 672,677 2,070,603 SH   SOLE   15,128 2,055,475 0
TWILIO INC CL A 90138F102 330,550 3,363,351 SH   SOLE   24,661 3,338,690 0
WATERS CORP COM 941848103 73,858 316,104 SH   SOLE   2,327 313,777 0