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
ALPHABET INC CAP STK CL A 02079K305 1,214,138 419,096 SH   SOLE   417,348 0 1,748
AMAZON COM INC COM 023135106 1,418,515 425,426 SH   SOLE   423,366 0 2,060
ANSYS COM 03662Q105 186,782 465,650 SH   SOLE   465,650 0 0
AO SMITH COM 831865209 152,669 1,778,319 SH   SOLE   1,778,319 0 0
AUTOMATIC DATA PROCESSING COM 053015103 1,749,335 7,094,390 SH   SOLE   7,055,342 0 39,048
BROWN FORMAN CORP CLASS B CL B 115637209 1,125,927 15,453,294 SH   SOLE   15,358,180 0 95,114
CHURCH & DWIGHT INC COM 171340102 1,194,978 11,658,319 SH   SOLE   11,596,550 0 61,769
COGNEX COM 192422103 140,908 1,812,093 SH   SOLE   1,812,093 0 0
COLGATE PALMOLIVE CO COM 194162103 10,990 128,780 SH   SOLE   128,780 0 0
EQUIFAX COM 294429105 200,043 683,231 SH   SOLE   683,231 0 0
ESTEE LAUDER CL A 518439104 2,652,543 7,165,161 SH   SOLE   7,140,982 0 24,179
FORTINET INC COM 34959E109 228,498 635,775 SH   SOLE   635,775 0 0
GENPACT LIMITED SHS G3922B107 16,844 317,337 SH   SOLE   317,337 0 0
HOME DEPOT INC COM 437076102 66,253 159,643 SH   SOLE   155,298 0 4,345
IDEXX LABORATORIES COM 45168D104 2,793,374 4,242,283 SH   SOLE   4,227,157 0 15,126
INTUIT INC COM 461202103 2,401,061 3,732,877 SH   SOLE   3,709,036 0 23,841
IPG PHOTONICS COM 44980X109 146,831 852,972 SH   SOLE   852,972 0 0
JOHNSON & JOHNSON COM 478160104 1,234,988 7,219,198 SH   SOLE   7,191,345 0 27,853
MASIMO COM 574795100 127,634 435,937 SH   SOLE   435,937 0 0
MCCORMICK & CO NON VTG SHRS COM NON VTG 579780206 1,826,984 18,910,918 SH   SOLE   0 0 18,910,918
MERCADOLIBRE COM 58733R102 32,665 24,225 SH   SOLE   24,225 0 0
META PLATFORMS INC CL A 30303M102 2,287,268 6,800,261 SH   SOLE   6,779,023 0 21,238
MICROSOFT COM 594918104 4,372,956 13,002,366 SH   SOLE   12,965,531 0 36,835
MSCI COM 55354G100 129,260 210,971 SH   SOLE   210,971 0 0
NIKE INC CL B CL B 654106103 1,459,026 8,753,982 SH   SOLE   8,705,461 0 48,521
PAYCOM SOFTWARE COM 70432V102 90,667 218,374 SH   SOLE   218,374 0 0
PAYPAL HOLDINGS INC COM 70450Y103 2,455,208 13,019,452 SH   SOLE   12,977,366 0 42,086
PEPSICO INC COM 713448108 1,809,746 10,418,202 SH   SOLE   10,376,737 0 41,465
PHILIP MORRIS INTERNATIONAL COM 718172109 1,940,226 20,423,427 SH   SOLE   20,351,217 0 72,210
PROCTER AND GAMBLE CO COM 742718109 60,709 371,129 SH   SOLE   371,129 0 0
QUALYS COM 74758T303 147,213 1,072,823 SH   SOLE   1,072,823 0 0
ROLLINS INC COM 775711104 89,629 2,619,965 SH   SOLE   2,619,965 0 0
SABRE COM 78573M104 194,755 22,672,237 SH   SOLE   22,672,237 0 0
STARBUCKS CORP COM 855244109 1,354,132 11,576,749 SH   SOLE   11,523,307 0 53,442
STRYKER CORP COM 863667101 1,939,514 7,252,688 SH   SOLE   7,224,717 0 27,971
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,050 141,721 SH   SOLE   141,721 0 0
VERISIGN COM 92343E102 176,349 694,781 SH   SOLE   694,781 0 0
VERISK ANALYTICS COM 92345Y106 181,661 794,217 SH   SOLE   794,217 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 1,488,515 6,868,694 SH   SOLE   6,836,372 0 32,322
WATERS CORP COM 941848103 1,680,754 4,510,879 SH   SOLE   4,487,455 0 23,424
WINGSTOP INC COM 974155103 97,491 564,183 SH   SOLE   564,183 0 0
WNS HLDGS LTD SPONSORED ADS 92932M101 17,042 193,179 SH   SOLE   193,179 0 0
XP CLASS A CL A G98239109 7,282 253,367 SH   SOLE   253,367 0 0
ZOETIS INC CL A 98978V103 64,330 263,614 SH   SOLE   263,614 0 0