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

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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
Accenture PLC Ireland SHS Class A G1151C101 51,883 200,414 SH   SOLE   200,414 0 0
Activision Blizzard Inc. COM 00507V109 62,086 674,469 SH   SOLE   674,469 0 0
Adobe Systems Incorporated COM 00724F101 126,185 252,639 SH   SOLE   252,639 0 0
Agilent Technologies Inc. COM 00846U101 107,440 910,767 SH   SOLE   910,767 0 0
Alexandria Real Estate EQ IN COM 015271109 57,394 325,924 SH   SOLE   325,924 0 0
Alphabet Inc. Cap STK CL C 02079K107 144,145 82,482 SH   SOLE   82,482 0 0
Amazon Com Inc. COM 023135106 142,710 43,286 SH   SOLE   43,286 0 0
Ametek Inc. COM 031100100 88,368 733,720 SH   SOLE   733,720 0 0
Ansys Inc. COM 03662Q105 27,417 75,351 SH   SOLE   75,351 0 0
Cisco Sys Inc COM 17275R102 1,841 41,163 SH   SOLE   41,163 0 0
Coca Cola Co COM 191216100 3,129 57,077 SH   SOLE   57,077 0 0
Danaher Corporation COM 235851102 91,638 413,318 SH   SOLE   413,318 0 0
Duke Energy Corp New COM NEW 26441C204 2,451 26,782 SH   SOLE   26,782 0 0
Ecolab Inc COM 278865100 41,199 190,543 SH   SOLE   190,543 0 0
Electronic Arts Inc COM 285512109 65,596 459,389 SH   SOLE   459,389 0 0
Fidelity Natl Information SV COM 31620M106 98,039 698,924 SH   SOLE   698,924 0 0
Honeywell Intl Inc. COM 438516106 40,765 192,230 SH   SOLE   192,230 0 0
Idex Corp COM 45167R104 82,051 414,984 SH   SOLE   414,984 0 0
Illumina Inc COM 452327109 38,093 103,968 SH   SOLE   103,968 0 0
Intuitive Surgical Inc. COM NEW 46120E602 60,162 73,438 SH   SOLE   73,438 0 0
Johnson & Johnson COM 478160104 1,903 12,100 SH   SOLE   12,100 0 0
JPMorgan Chase & Co COM 46625H100 105,713 838,572 SH   SOLE   838,572 0 0
Mastercard Incorporated CL A 57636Q104 84,683 237,059 SH   SOLE   237,059 0 0
McDonalds Corp COM 580135101 68,041 319,686 SH   SOLE   319,686 0 0
Merck & Co. Inc. COM 58933Y105 60,053 740,972 SH   SOLE   740,972 0 0
Microsoft Corp COM 594918104 147,552 662,877 SH   SOLE   662,877 0 0
Nextera Energy Inc. COM 65339F101 100,643 1,318,342 SH   SOLE   1,318,342 0 0
Nike Inc. CL B 654106103 63,967 449,843 SH   SOLE   449,843 0 0
Paypal HLDGS Inc. COM 70450Y103 108,328 465,645 SH   SOLE   465,645 0 0
Pepsico Inc. COM 713448108 61,818 417,690 SH   SOLE   417,690 0 0
Pfizer Inc. COM 717081103 2,998 81,487 SH   SOLE   81,487 0 0
Prologis Inc. COM 74340W103 61,199 616,619 SH   SOLE   616,619 0 0
Rockwell Automation Inc COM 773903109 56,921 227,287 SH   SOLE   227,287 0 0
S&P Global Inc COM 78409V104 71,368 219,314 SH   SOLE   219,314 0 0
ServiceNow Inc. COM 81762P102 45,803 83,260 SH   SOLE   83,260 0 0
Starbucks Corp. COM 855244109 62,937 590,980 SH   SOLE   590,980 0 0
Stryker Corporation COM 863667101 96,861 397,970 SH   SOLE   397,970 0 0
Synopsys Inc COM 871607107 122,056 472,727 SH   SOLE   472,727 0 0
Texas Instrs Inc. COM 882508104 79,142 484,267 SH   SOLE   484,267 0 0
Thermo Fisher Scientific Inc. COM 883556102 86,973 187,412 SH   SOLE   187,412 0 0
TJX Cos Inc. New COM 872540109 92,820 1,352,760 SH   SOLE   1,352,760 0 0
UnitedHealth Group Inc. COM 91324P102 97,864 282,152 SH   SOLE   282,152 0 0
Verizon Communications Inc. COM 92343V104 56,753 971,174 SH   SOLE   971,174 0 0
Visa Inc. COM CL A 92826C839 105,837 482,767 SH   SOLE   482,767 0 0
Disney Walt Co COM 254687106 89,857 493,871 SH   SOLE   493,871 0 0
Xcel Energy Inc. COM 98389B100 27,947 423,586 SH   SOLE   423,586 0 0
Xylem Inc. COM 98419M100 93,804 925,937 SH   SOLE   925,937 0 0
Zoetis Inc. CL A 98978V103 56,893 344,467 SH   SOLE   344,467 0 0
Ares Capital Corp COM 04010L103 47,854 2,860,314 SH   SOLE   2,860,314 0 0
Blackstone Mtg Tr Inc. Com CL A 09257W100 1,533 55,682 SH   SOLE   55,682 0 0
Verisign Inc. COM 92343E102 51,794 240,275 SH   SOLE   240,275 0 0
Humana Inc. COM 444859102 66,921 163,933 SH   SOLE   163,933 0 0
Edwards Lifesciences Corp COM 28176E108 39,022 432,560 SH   SOLE   432,560 0 0
Procter and Gamble Co COM 742718109 1,037 7,462 SH   SOLE   7,462 0 0
Roper Technologies Inc COM 776696106 72,971 171,922 SH   SOLE   171,922 0 0
CME Group Inc COM 12572Q105 96,783 539,939 SH   SOLE   539,939 0 0
Automatic Data Processing In COM 053015103 2,143 12,159 SH   SOLE   12,159 0 0
BK of America Corp COM 060505104 78,604 2,608,177 SH   SOLE   2,608,177 0 0
Home Depot Inc COM 437076102 1,022 3,850 SH   SOLE   3,850 0 0
Marsh & McLennan COS Inc. COM 571748102 55,677 481,198 SH   SOLE   481,198 0 0
Masco Corp COM 574599106 54,012 981,868 SH   SOLE   981,868 0 0
US Bancorp DEL COM NEW 902973304 2,319 49,773 SH   SOLE   49,773 0 0
American WTR WKS Co Inc. New COM 030420103 44,673 294,976 SH   SOLE   294,976 0 0
American Tower Corp New COM 03027X100 41,931 189,276 SH   SOLE   189,276 0 0
Intercontiental Exchange IN COM 45866F104 81,046 712,103 SH   SOLE   712,103 0 0
Blackstone Group Inc. COM CL A 09260D107 98,937 1,522,723 SH   SOLE   1,522,723 0 0
TransUnion COM 89400J107 88,463 893,092 SH   SOLE   893,092 0 0
Yum China HLDGS Inc COM 98850P109 72,059 1,256,401 SH   SOLE   1,256,401 0 0
Broadcom Inc COM 11135F101 4,260 9,726 SH   SOLE   9,726 0 0