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 164,210 1,917,002 SH   SOLE   14,059 1,902,943 0
ALPHABET INC CAP STK CL C 02079K107 1,162,837 1,000,023 SH   SOLE   7,352 992,671 0
ANALOG DEVICES INC COM 032654105 247,510 2,760,850 SH   SOLE   20,190 2,740,660 0
APPLIED MATLS INC COM 038222105 190,185 4,150,688 SH   SOLE   30,426 4,120,262 0
APTIV PLC SHS G6095L109 335,205 6,807,574 SH   SOLE   49,945 6,757,629 0
BAXTER INTL INC COM 071813109 824,943 10,160,652 SH   SOLE   74,024 10,086,628 0
BECTON DICKINSON & CO COM 075887109 394,062 1,715,030 SH   SOLE   12,460 1,702,570 0
CBRE GROUP INC CL A 12504L109 232,543 6,166,617 SH   SOLE   45,292 6,121,325 0
CERNER CORP COM 156782104 328,438 5,214,131 SH   SOLE   38,517 5,175,614 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 744,016 16,010,676 SH   SOLE   106,080 15,904,596 0
COOPER COS INC COM NEW 216648402 498,693 1,809,022 SH   SOLE   13,265 1,795,757 0
DENTSPLY SIRONA INC COM 24906P109 721,694 18,585,993 SH   SOLE   136,508 18,449,485 0
EQUIFAX INC COM 294429105 264,265 2,212,352 SH   SOLE   16,222 2,196,130 0
GARTNER INC COM 366651107 396,532 3,982,443 SH   SOLE   28,934 3,953,509 0
HENRY SCHEIN INC COM 806407102 668,735 13,237,028 SH   SOLE   96,932 13,140,096 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 36,781 1,280,221 SH   SOLE   0 1,280,221 0
ILLUMINA INC COM 452327109 457,513 1,675,135 SH   SOLE   12,250 1,662,885 0
JONES LANG LASALLE INC COM 48020Q107 483,921 4,792,243 SH   SOLE   35,473 4,756,770 0
MERCADOLIBRE INC COM 58733R102 323,492 662,106 SH   SOLE   4,862 657,244 0
MICROCHIP TECHNOLOGY INC COM 595017104 32,638 481,386 SH   SOLE   0 481,386 0
MICROSOFT CORP COM 594918104 165,765 1,051,077 SH   SOLE   7,687 1,043,390 0
NUTANIX INC CL A 67059N108 221,506 14,019,393 SH   SOLE   102,968 13,916,425 0
NVIDIA CORP COM 67066G104 4,693 17,803 SH   SOLE   0 17,803 0
PALO ALTO NETWORKS INC COM 697435105 409,737 2,499,003 SH   SOLE   18,327 2,480,676 0
PENUMBRA INC COM 70975L107 116,373 721,333 SH   SOLE   5,266 716,067 0
SALESFORCE COM INC COM 79466L302 273,055 1,896,482 SH   SOLE   13,816 1,882,666 0
SCHWAB CHARLES CORP COM 808513105 1,089,110 32,394,704 SH   SOLE   236,054 32,158,650 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 353,048 12,203,533 SH   SOLE   89,101 12,114,432 0
SMITH A O CORP COM 831865209 157,026 4,153,041 SH   SOLE   30,465 4,122,576 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,336 43,980 SH   SOLE   4,000 39,980 0
STERICYCLE INC COM 858912108 157,283 3,237,612 SH   SOLE   23,654 3,213,958 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,238 67,752 SH   SOLE   0 67,752 0
TE CONNECTIVITY LTD REG SHS H84989104 474,594 7,535,624 SH   SOLE   54,941 7,480,683 0
TEXAS INSTRS INC COM 882508104 476,248 4,765,815 SH   SOLE   26,410 4,739,405 0
THERMO FISHER SCIENTIFIC INC COM 883556102 542,253 1,912,034 SH   SOLE   14,069 1,897,965 0
TRANE TECHNOLOGIES PLC SHS G8994E103 169,258 2,049,375 SH   SOLE   15,105 2,034,270 0
TRIMBLE INC COM 896239100 360,345 11,320,918 SH   SOLE   83,148 11,237,770 0
TWILIO INC CL A 90138F102 204,108 2,280,794 SH   SOLE   16,605 2,264,189 0
VARIAN MED SYS INC COM 92220P105 184,470 1,796,900 SH   SOLE   13,197 1,783,703 0
WATERS CORP COM 941848103 57,606 316,430 SH   SOLE   2,327 314,103 0
WORKDAY INC CL A 98138H101 147,719 1,134,380 SH   SOLE   8,318 1,126,062 0