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
ABBOTT LABORATORIES COM 002824100 30,882 284,236 SH   SOLE   284,236 0 0
ACCENTURE PLC CL A SHS CLASS A G1151C101 33,557 120,860 SH   SOLE   120,860 0 0
ACTIVISION BLIZZARD INC COM 00507V109 33,135 425,568 SH   SOLE   425,568 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,838 118,669 SH   SOLE   118,669 0 0
ALLEGION PLC ORD SHS G0176J109 150 1,531 SH   SOLE   1,531 0 0
ALPHABET INC CL C CAP STK CL C 02079K107 30,287 13,846 SH   SOLE   13,846 0 0
AMERICAN EXPRESS CO COM 025816109 17,062 123,088 SH   SOLE   123,088 0 0
AMPHENOL CORP NEW CL A 032095101 25,269 392,501 SH   SOLE   392,501 0 0
ANALOG DEVICES INC COM 032654105 28,173 192,850 SH   SOLE   192,850 0 0
APPLE INC COM 037833100 27,524 201,318 SH   SOLE   201,318 0 0
APPLIED MATERIALS INC COM 038222105 20,968 230,469 SH   SOLE   230,469 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 22,447 106,868 SH   SOLE   106,868 0 0
BADGER METER INC COM 056525108 158 1,952 SH   SOLE   1,952 0 0
BAXTER INTERNATIONAL INC COM 071813109 26,823 417,608 SH   SOLE   417,608 0 0
BROWN & BROWN INC COM 115236101 25,068 429,689 SH   SOLE   429,689 0 0
COSTCO WHOLESALE CORP COM 22160K105 30,384 63,395 SH   SOLE   63,395 0 0
EBAY INC COM 278642103 22,436 538,430 SH   SOLE   538,430 0 0
EQUIFAX INC COM 294429105 24,486 133,964 SH   SOLE   133,964 0 0
FACTSET RESH SYS INC COM 303075105 28,346 73,709 SH   SOLE   73,709 0 0
FIRST AMERN FINL CORP COM 31847R102 162 3,060 SH   SOLE   3,060 0 0
FOX FACTORY HLDG CORP COM 35138V102 76 940 SH   SOLE   940 0 0
GLOBUS MED INC CL A 379577208 163 2,906 SH   SOLE   2,906 0 0
GRACO INC COM 384109104 258 4,351 SH   SOLE   4,351 0 0
HDFC BANK LTD ADR SPONSORED ADR 40415F101 17,922 326,089 SH   SOLE   217,728 0 108,361
HOME DEPOT INC COM 437076102 26,009 94,830 SH   SOLE   94,830 0 0
II-VI INC COM 902104108 180 3,529 SH   SOLE   3,529 0 0
INSPERITY INC COM 45778Q107 184 1,845 SH   SOLE   1,845 0 0
INTEL CORP COM 458140100 21,306 569,533 SH   SOLE   569,533 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 148 1,343 SH   SOLE   1,343 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 17,311 125,580 SH   SOLE   125,580 0 0
LITTELFUSE INC COM 537008104 33,703 132,669 SH   SOLE   132,669 0 0
MARSH & MCLENNAN COS COM 571748102 27,904 179,734 SH   SOLE   179,734 0 0
MICROSOFT CORP COM 594918104 44,977 175,122 SH   SOLE   175,122 0 0
MKS INSTRS INC COM 55306N104 242 2,360 SH   SOLE   2,360 0 0
MORNINGSTAR INC COM 617700109 123 509 SH   SOLE   509 0 0
NATIONAL INSTRS CORP COM 636518102 241 7,707 SH   SOLE   7,707 0 0
NORDSON CORP COM 655663102 22,533 111,306 SH   SOLE   111,306 0 0
OMNICELL COM COM 68213N109 155 1,365 SH   SOLE   1,365 0 0
OPEN TEXT CORP COM 683715106 26,735 706,740 SH   SOLE   472,105 0 234,635
PAYPAL HOLDINGS INC COM 70450Y103 17,715 253,651 SH   SOLE   253,651 0 0
POWER INTEGRATIONS INC COM 739276103 195 2,600 SH   SOLE   2,600 0 0
PPG INDUSTRIES INC COM 693506107 13,354 116,788 SH   SOLE   116,788 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 220 3,374 SH   SOLE   3,374 0 0
ROSS STORES INC COM 778296103 20,614 293,525 SH   SOLE   293,525 0 0
STRYKER CORP COM 863667101 17,832 89,641 SH   SOLE   89,641 0 0
TAIWAN SEMICONDUCTOR SP ADR SPONSORED ADR 874039100 28,615 350,033 SH   SOLE   268,967 0 81,066
TENABLE HLDGS INC COM 88025T102 132 2,901 SH   SOLE   2,901 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,563 52,576 SH   SOLE   52,576 0 0
TRANSUNION COM 89400J107 280 3,497 SH   SOLE   3,497 0 0
VISA INC CLASS A SHARES COM CL A 92826C839 22,331 113,419 SH   SOLE   113,419 0 0
WALT DISNEY CO/THE COM 254687106 16,967 179,730 SH   SOLE   179,730 0 0
WR BERKLEY CORP COM 084423102 30,145 441,613 SH   SOLE   441,613 0 0
WW GRAINGER INC COM 384802104 32,745 72,058 SH   SOLE   72,058 0 0
XOMETRY INC CLASS A COM 98423F109 106 3,118 SH   SOLE   3,118 0 0
ZOETIS INC CL A 98978V103 15,401 89,600 SH   SOLE   89,600 0 0