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
ABIOMED INC COM 003654100 435,062 1,313,433 SH   SOLE   9,543 1,303,890 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 482,226 4,432,222 SH   SOLE   32,193 4,400,029 0
ALPHABET INC CAP STK CL C 02079K107 1,095,257 392,145 SH   SOLE   2,847 389,298 0
AMAZON COM INC COM 023135106 1,422,906 436,481 SH   SOLE   3,166 433,315 0
ANALOG DEVICES INC COM 032654105 405,551 2,455,207 SH   SOLE   17,863 2,437,344 0
APPLIED MATLS INC COM 038222105 560,981 4,256,307 SH   SOLE   30,925 4,225,382 0
ASANA INC CL A 04342Y104 39,970 1,000,000 SH   SOLE   0 1,000,000 0
BAXTER INTL INC COM 071813109 1,271,794 16,401,780 SH   SOLE   119,121 16,282,659 0
BECTON DICKINSON & CO COM 075887109 1,196,508 4,498,150 SH   SOLE   32,639 4,465,511 0
CARLISLE COS INC COM 142339100 411,213 1,672,142 SH   SOLE   12,128 1,660,014 0
CBRE GROUP INC CL A 12504L109 496,083 5,420,483 SH   SOLE   39,437 5,381,046 0
CLARIVATE PLC ORD SHS G21810109 759,067 45,290,370 SH   SOLE   329,514 44,960,856 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 63,206 704,874 SH   SOLE   0 704,874 0
COOPER COS INC COM NEW 216648402 573,272 1,372,811 SH   SOLE   9,960 1,362,851 0
DENTSPLY SIRONA INC COM 24906P109 307,486 6,247,173 SH   SOLE   45,363 6,201,810 0
EQUIFAX INC COM 294429105 1,046,509 4,413,788 SH   SOLE   32,017 4,381,771 0
GARTNER INC COM 366651107 654,336 2,199,745 SH   SOLE   15,964 2,183,781 0
HENRY SCHEIN INC COM 806407102 1,130,256 12,963,135 SH   SOLE   94,276 12,868,859 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 157,941 4,787,547 SH   SOLE   24,524 4,763,023 0
ILLUMINA INC COM 452327109 331,633 949,150 SH   SOLE   6,871 942,279 0
INTEL CORP COM 458140100 643,252 12,979,252 SH   SOLE   94,179 12,885,073 0
JONES LANG LASALLE INC COM 48020Q107 1,102,083 4,602,367 SH   SOLE   33,392 4,568,975 0
MERCADOLIBRE INC COM 58733R102 525,190 441,529 SH   SOLE   3,212 438,317 0
MICROCHIP TECHNOLOGY INC. COM 595017104 93,527 1,244,707 SH   SOLE   0 1,244,707 0
MICROSOFT CORP COM 594918104 168,837 547,622 SH   SOLE   3,976 543,646 0
NUTANIX INC CL A 67059N108 555,167 20,699,726 SH   SOLE   150,271 20,549,455 0
PALO ALTO NETWORKS INC COM 697435105 152,820 245,490 SH   SOLE   1,782 243,708 0
PROTERRA INC COM 74374T109 38,982 5,183,736 SH   SOLE   0 5,183,736 0
PTC INC COM 69370C100 232,001 2,153,744 SH   SOLE   15,670 2,138,074 0
REMITLY GLOBAL INC COM 75960P104 109,319 11,075,871 SH   SOLE   0 11,075,871 0
SALESFORCE COM INC COM 79466L302 382,880 1,803,317 SH   SOLE   13,080 1,790,237 0
SCHWAB CHARLES CORP COM 808513105 971,071 11,517,868 SH   SOLE   83,651 11,434,217 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 299,718 5,894,156 SH   SOLE   42,811 5,851,345 0
SHOPIFY INC CL A 82509L107 56,229 83,184 SH   SOLE   604 82,580 0
SOPHIA GENETICS SA ORDINARY SHARES H82027105 52,483 6,789,560 SH   SOLE   0 6,789,560 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,830 17,337 SH   SOLE   0 17,337 0
STERIS PLC SHS USD G8473T100 525,680 2,174,296 SH   SOLE   15,777 2,158,519 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 43,481 417,048 SH   SOLE   52,898 364,150 0
TE CONNECTIVITY LTD SHS H84989104 354,887 2,709,476 SH   SOLE   19,647 2,689,829 0
TEXAS INSTRS INC COM 882508104 98,177 535,085 SH   SOLE   0 535,085 0
THERMO FISHER SCIENTIFIC INC COM 883556102 519,494 879,529 SH   SOLE   6,387 873,142 0
TOAST INC CL A 888787108 137,302 6,318,540 SH   SOLE   30,593 6,287,947 0
TRANE TECHNOLOGIES PLC SHS G8994E103 566,482 3,709,771 SH   SOLE   26,955 3,682,816 0
TRIMBLE INC COM 896239100 241,814 3,352,010 SH   SOLE   24,230 3,327,780 0
TWILIO INC CL A 90138F102 409,811 2,486,565 SH   SOLE   18,056 2,468,509 0
VISA INC COM CL A 92826C839 708,603 3,195,216 SH   SOLE   23,188 3,172,028 0