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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   534,840 1,871,312 SH   SOLE   1,871,312 0 0
ADOBE INC COM 00724F101   83,505 216,689 SH   SOLE   216,689 0 0
ALCON INC ORD SHS H01301128   466,723 6,604,162 SH   SOLE   6,604,162 0 0
ALLEGION PLC ORD SHS G0176J109   246,499 2,309,553 SH   SOLE   2,309,553 0 0
ANSYS INC COM 03662Q105   249,986 751,160 SH   SOLE   751,160 0 0
BOOKING HLDGS INC COM 09857L108   916,286 345,454 SH   SOLE   345,454 0 0
COPART INC COM 217204106   121,702 1,618,162 SH   SOLE   1,618,162 0 0
DOLLAR GEN CORP NEW COM 256677105   215,535 1,024,115 SH   SOLE   1,024,115 0 0
EQUIFAX INC COM 294429105   165,667 816,735 SH   SOLE   816,735 0 0
LAUDER ESTEE COS INC CL A 518439104   150,089 608,980 SH   SOLE   608,980 0 0
FAIR ISAAC CORP COM 303250104   262,772 373,951 SH   SOLE   373,951 0 0
FERRARI N V COM N3167Y103   255,127 941,937 SH   SOLE   941,937 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   435,386 4,174,767 SH   SOLE   4,174,767 0 0
INTUIT COM 461202103   179,653 402,964 SH   SOLE   402,964 0 0
LINDE PLC COM G5494J103   335,970 945,222 SH   SOLE   0 0 945,222
MARRIOTT INTL INC NEW CL A 571903202   105,325 634,335 SH   SOLE   634,335 0 0
MICROSOFT CORP COM 594918104   379,294 1,315,623 SH   SOLE   1,315,623 0 0
MOODYS CORP COM 615369105   124,923 408,217 SH   SOLE   408,217 0 0
OTIS WORLDWIDE CORP COM 68902V107   227,975 2,701,121 SH   SOLE   2,701,121 0 0
PROCTER AND GAMBLE CO COM 742718109   145,968 981,695 SH   SOLE   981,695 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   354,055 614,284 SH   SOLE   0 0 614,284
UNITED RENTALS INC COM 911363109   79,323 200,433 SH   SOLE   200,433 0 0
VISA INC COM CL A 92826C839   458,869 2,035,255 SH   SOLE   2,035,255 0 0
ZOETIS INC CL A 98978V103   75,903 456,040 SH   SOLE   456,040 0 0