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
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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 67,595 200,394 SH   SOLE   200,394 0 0
Adobe Systems Incorporated COM 00724F101 128,645 282,426 SH   SOLE   282,426 0 0
Agilent Technologies Inc. COM 00846U101 80,194 605,556 SH   SOLE   605,556 0 0
Alphabet Inc. Cap STK CL C 02079K107 199,271 71,344 SH   SOLE   71,344 0 0
Amazon Com Inc. COM 023135106 191,780 58,817 SH   SOLE   58,817 0 0
Ametek Inc. COM 031100100 89,692 673,473 SH   SOLE   673,473 0 0
Brookfield Renewable Partners LP NPV PARTNERSHIP UNIT G16258108 39,960 972,844 SH   SOLE   972,844 0 0
Cisco Sys Inc COM 17275R102 2,644 47,442 SH   SOLE   47,442 0 0
Coca Cola Co COM 191216100 76,097 1,227,178 SH   SOLE   1,227,178 0 0
Danaher Corporation COM 235851102 116,026 395,454 SH   SOLE   395,454 0 0
Duke Energy Corp New COM NEW 26441C204 2,480 22,199 SH   SOLE   22,199 0 0
Ecolab Inc COM 278865100 46,016 260,528 SH   SOLE   260,528 0 0
Electronic Arts Inc COM 285512109 54,791 433,006 SH   SOLE   433,006 0 0
Honeywell Intl Inc. COM 438516106 38,480 197,692 SH   SOLE   197,692 0 0
Idex Corp COM 45167R104 68,306 365,212 SH   SOLE   365,212 0 0
Illumina Inc COM 452327109 32,057 91,666 SH   SOLE   91,666 0 0
NXP Semiconductors N V COM N6596X109 57,608 400,514 SH   SOLE   400,514 0 0
Johnson & Johnson COM 478160104 2,696 15,214 SH   SOLE   15,214 0 0
JPMorgan Chase & Co COM 46625H100 74,212 544,217 SH   SOLE   544,217 0 0
Mastercard Incorporated CL A 57636Q104 117,838 329,542 SH   SOLE   392,542 0 0
McDonalds Corp COM 580135101 77,245 312,292 SH   SOLE   312,292 0 0
Merck & Co. Inc. COM 58933Y105 4,180 50,947 SH   SOLE   50,947 0 0
Microsoft Corp COM 594918104 259,397 841,773 SH   SOLE   841,773 0 0
Nextera Energy Inc. COM 65339F101 105,997 1,250,966 SH   SOLE   1,250,966 0 0
Nike Inc. CL B 654106103 65,690 487,958 SH   SOLE   487,958 0 0
Paypal HLDGS Inc. COM 70450Y103 73,784 637,824 SH   SOLE   637,824 0 0
Pepsico Inc. COM 713448108 104,585 624,904 SH   SOLE   624,904 0 0
Pfizer Inc. COM 717081103 2,868 55,394 SH   SOLE   55,394 0 0
S&P Global Inc COM 78409V104 124,165 302,507 SH   SOLE   302,507 0 0
ServiceNow Inc. COM 81762P102 41,016 73,566 SH   SOLE   73,566 0 0
Starbucks Corp. COM 855244109 82,197 903,295 SH   SOLE   903,295 0 0
Stryker Corporation COM 863667101 127,012 475,066 SH   SOLE   475,066 0 0
Synopsys Inc COM 871607107 110,940 332,710 SH   SOLE   332,710 0 0
Texas Instrs Inc. COM 882508104 71,880 392,097 SH   SOLE   392,097 0 0
Thermo Fisher Scientific Inc. COM 883556102 93,262 157,721 SH   SOLE   157,721 0 0
TJX Cos Inc. New COM 872540109 64,366 1,062,090 SH   SOLE   1,062,090 0 0
UnitedHealth Group Inc. COM 91324P102 174,395 341,795 SH   SOLE   341,795 0 0
Verizon Communications Inc. COM 92343V104 2,520 49,481 SH   SOLE   49,481 0 0
Visa Inc. COM CL A 92826C839 124,477 559,879 SH   SOLE   559,879 0 0
Disney Walt Co COM 254687106 95,196 693,656 SH   SOLE   693,656 0 0
Zoetis Inc. CL A 98978V103 76,329 404,503 SH   SOLE   404,503 0 0
Ares Capital Corp COM 04010L103 77,995 3,722,916 SH   SOLE   3,722,916 0 0
Blackstone Mtg Tr Inc. Com CL A 09257W100 6,923 216,971 SH   SOLE   216,971 0 0
Verisign Inc. COM 92343E102 83,373 374,692 SH   SOLE   374,692 0 0
Resmed COM 761152107 5,192 21,408 SH   SOLE   21,408 0 0
Humana Inc. COM 444859102 95,075 218,232 SH   SOLE   218,232 0 0
Edwards Lifesciences Corp COM 28176E108 94,566 802,978 SH   SOLE   802,978 0 0
Procter and Gamble Co COM 742718109 1,471 9,625 SH   SOLE   9,625 0 0
Roper Technologies Inc COM 776696106 117,474 248,627 SH   SOLE   248,627 0 0
Automatic Data Processing In COM 053015103 3,151 13,847 SH   SOLE   13,847 0 0
BK of America Corp COM 060505104 72,990 1,770,069 SH   SOLE   1,770,069 0 0
Home Depot Inc COM 437076102 1,372 4,583 SH   SOLE   4,583 0 0
Marsh & McLennan COS Inc. COM 571748102 93,160 546,528 SH   SOLE   546,528 0 0
Masco Corp COM 574599106 66,097 1,295,168 SH   SOLE   1,295,168 0 0
US Bancorp DEL COM NEW 902973304 2,646 49,773 SH   SOLE   49,773 0 0
American Tower Corp New COM 03027X100 49,537 196,971 SH   SOLE   196,971 0 0
Intercontiental Exchange IN COM 45866F104 140,298 1,061,476 SH   SOLE   1,061,476 0 0
Blackstone Group Inc. COM CL A 09260D107 71,155 560,529 SH   SOLE   560,529 0 0
TransUnion COM 89400J107 128,952 1,247,673 SH   SOLE   1,247,673 0 0
Broadcom Inc COM 11135F101 93,775 148,949 SH   SOLE   148,949 0 0
Taiwan Semiconductor MFG Ltd Sponsored ADS 874039100 13,416 127,919 SH   SOLE   127,919 0 0
Nice Ltd Sponsored ADR 653656108 94,560 426,558 SH   SOLE   426,558 0 0
Abbott Labs COM 002824100 68,533 578,715 SH   SOLE   578,715 0 0
Lauder Estee Cos Inc CL A 518439104 53,137 195,015 SH   SOLE   195,015 0 0
Ingersoll Rand Inc COM 45687V106 78,998 1,568,319 SH   SOLE   1,568,319 0 0
Medtronic Plc SHS G5960L103 91,926 824,297 SH   SOLE   824,297 0 0
HDFC Bank Ltd Sponsored ADS 40415F101 105,568 1,721,141 SH   SOLE   1,721,141 0 0
CME Group Inc COM 12572Q105 119,259 501,290 SH   SOLE   501,290 0 0
Eaton Corp Plc SHS G29183103 2,647 17,453 SH   SOLE   17,453 0 0
Union Pac Corp COM 907818108 107,878 394,765 SH   SOLE   394,765 0 0
Brookfield Infrastructure NPV COM G16252101 63,685 974,847 SH   SOLE   974,847 0 0
Verisk Analytics Inc COM 92345Y106 96,161 447,926 SH   SOLE   447,926 0 0
Alexandria Real Estate Equities COM 015271109 6,635 32,957 SH   SOLE   32,957 0 0
Danaher Corp 5 CV 15042023 PREF PREF 235851409 6,335 4,000 SH   SOLE   4,000 0 0
ICON SHS G4705A100 79,182 322,204 SH   SOLE   322,204 0 0