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 404,535 3,340,778 SH   SOLE   24,375 3,316,403 0
AIRBNB INC COM CL A 009066101 29,360 200,000 SH   SOLE   1,485 198,515 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 359,536 1,544,863 SH   SOLE   11,273 1,533,590 0
ALPHABET INC CAP STK CL C 02079K107 879,130 501,821 SH   SOLE   3,672 498,149 0
ANALOG DEVICES INC COM 032654105 865,012 5,855,355 SH   SOLE   42,727 5,812,628 0
APPLIED MATLS INC COM 038222105 452,021 5,237,792 SH   SOLE   38,100 5,199,692 0
APTIV PLC SHS G6095L109 194,535 1,493,092 SH   SOLE   10,895 1,482,197 0
ASANA INC CL A 04342Y104 184,745 6,251,944 SH   SOLE   0 6,251,944 0
BAXTER INTL INC COM 071813109 1,398,147 17,424,560 SH   SOLE   127,175 17,297,385 0
BECTON DICKINSON & CO COM 075887109 962,309 3,845,850 SH   SOLE   28,051 3,817,799 0
CBRE GROUP INC CL A 12504L109 619,288 9,873,854 SH   SOLE   71,626 9,802,228 0
CERNER CORP COM 156782104 239,263 3,048,719 SH   SOLE   22,201 3,026,518 0
CISCO SYS INC COM 17275R102 1,043,528 23,319,056 SH   SOLE   170,175 23,148,881 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,139,142 13,900,453 SH   SOLE   92,058 13,808,395 0
COOPER COS INC COM NEW 216648402 814,785 2,242,609 SH   SOLE   16,334 2,226,275 0
DENTSPLY SIRONA INC COM 24906P109 982,962 18,773,145 SH   SOLE   136,990 18,636,155 0
EQUIFAX INC COM 294429105 1,091,371 5,659,462 SH   SOLE   41,235 5,618,227 0
GARTNER INC COM 366651107 867,932 5,418,144 SH   SOLE   39,537 5,378,607 0
HENRY SCHEIN INC COM 806407102 894,515 13,378,925 SH   SOLE   96,932 13,281,993 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 28,992 643,840 SH   SOLE   0 643,840 0
ILLUMINA INC COM 452327109 726,540 1,963,622 SH   SOLE   14,312 1,949,310 0
JONES LANG LASALLE INC COM 48020Q107 723,676 4,877,507 SH   SOLE   35,473 4,842,034 0
MERCADOLIBRE INC COM 58733R102 311,683 186,055 SH   SOLE   1,357 184,698 0
MICROCHIP TECHNOLOGY INC. COM 595017104 50,443 365,241 SH   SOLE   0 365,241 0
MICROSOFT CORP COM 594918104 236,525 1,063,414 SH   SOLE   7,687 1,055,727 0
NUTANIX INC CL A 67059N108 548,977 17,225,508 SH   SOLE   112,179 17,113,329 0
PALO ALTO NETWORKS INC COM 697435105 963,521 2,711,164 SH   SOLE   19,783 2,691,381 0
PENUMBRA INC COM 70975L107 103,954 594,022 SH   SOLE   4,336 589,686 0
SALESFORCE COM INC COM 79466L302 146,711 659,288 SH   SOLE   4,820 654,468 0
SCHWAB CHARLES CORP COM 808513105 1,483,769 27,974,525 SH   SOLE   204,134 27,770,391 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 622,861 11,810,039 SH   SOLE   86,179 11,723,860 0
STERIS PLC SHS USD G8473T100 84,823 447,519 SH   SOLE   3,256 444,263 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24,582 225,443 SH   SOLE   38,863 186,580 0
TE CONNECTIVITY LTD REG SHS H84989104 801,708 6,621,858 SH   SOLE   48,320 6,573,538 0
TEXAS INSTRS INC COM 882508104 514,772 3,136,365 SH   SOLE   17,360 3,119,005 0
THERMO FISHER SCIENTIFIC INC COM 883556102 475,723 1,021,346 SH   SOLE   7,451 1,013,895 0
TRANE TECHNOLOGIES PLC SHS G8994E103 306,323 2,110,242 SH   SOLE   15,401 2,094,841 0
TRIMBLE INC COM 896239100 494,987 7,413,314 SH   SOLE   54,085 7,359,229 0
TWILIO INC CL A 90138F102 140,508 415,090 SH   SOLE   3,029 412,061 0
WATERS CORP COM 941848103 79,751 322,332 SH   SOLE   2,327 320,005 0
WORKDAY INC CL A 98138H101 119,331 498,020 SH   SOLE   3,623 494,397 0