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
ADOBE INC COM 00724F101   153,308,485 275,963 SH   SOLE   275,963 0 0
ALPHABET INC CAP STK CL A 02079K305   1,288,200,684 7,072,197 SH   SOLE   7,072,197 0 0
ANALOG DEVICES INC COM 032654105   159,555,110 699,006 SH   SOLE   699,006 0 0
AUTOZONE INC COM 053332102   918,998,456 310,043 SH   SOLE   310,043 0 0
BECTON DICKINSON & CO COM 075887109   314,543,979 1,345,873 SH   SOLE   1,345,873 0 0
BRUKER CORP COM 116794108   12,435,038 194,876 SH   SOLE   194,876 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   404,903,140 6,418,883 SH   SOLE   6,418,883 0 0
CME GROUP INC COM 12572Q105   444,442,610 2,260,644 SH   SOLE   2,260,644 0 0
COLGATE PALMOLIVE CO COM 194162103   96,652,228 996,004 SH   SOLE   996,004 0 0
DONALDSON INC COM 257651109   12,885,165 180,061 SH   SOLE   180,061 0 0
EXPONENT INC COM 30214U102   9,160,056 96,300 SH   SOLE   96,300 0 0
FACTSET RESH SYS INC COM 303075105   111,446,687 272,973 SH   SOLE   272,973 0 0
FEDERAL SIGNAL CORP COM 313855108   11,981,544 143,200 SH   SOLE   143,200 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   9,642,770 97,000 SH   SOLE   97,000 0 0
GRACO INC COM 384109104   330,532,273 4,169,176 SH   SOLE   4,169,176 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   287,488,197 4,468,960 SH   SOLE   4,468,960 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   98,606,762 451,910 SH   SOLE   451,910 0 0
HOULIHAN LOKEY INC CL A 441593100   10,140,798 75,195 SH   SOLE   75,195 0 0
INTER PARFUMS INC COM 458334109   10,835,346 93,384 SH   SOLE   93,384 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   12,317,229 129,696 SH   SOLE   129,696 0 0
JOHNSON & JOHNSON COM 478160104   393,294,344 2,690,848 SH   SOLE   2,690,848 0 0
LOWES COS INC COM 548661107   181,012,431 821,067 SH   SOLE   821,067 0 0
MASTERCARD INCORPORATED CL A 57636Q104   784,147,783 1,777,468 SH   SOLE   1,777,468 0 0
MEDPACE HLDGS INC COM 58506Q109   14,950,155 36,300 SH   SOLE   36,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   362,854,894 259,629 SH   SOLE   259,629 0 0
MICROSOFT CORP COM 594918104   1,412,655,646 3,160,657 SH   SOLE   3,160,657 0 0
MIDDLEBY CORP COM 596278101   63,729,613 519,775 SH   SOLE   519,775 0 0
MOODYS CORP COM 615369105   958,481,182 2,277,056 SH   SOLE   2,277,056 0 0
MSCI INC COM 55354G100   352,152,506 730,986 SH   SOLE   730,986 0 0
NIKE INC CL B 654106103   204,681,480 2,715,689 SH   SOLE   2,715,689 0 0
ORACLE CORP COM 68389X105   552,261,581 3,911,201 SH   SOLE   3,911,201 0 0
OTIS WORLDWIDE CORP COM 68902V107   429,717,250 4,464,131 SH   SOLE   4,464,131 0 0
PEPSICO INC COM 713448108   452,002,705 2,740,573 SH   SOLE   2,740,573 0 0
POWER INTEGRATIONS INC COM 739276103   5,552,029 79,100 SH   SOLE   79,100 0 0
S&P GLOBAL INC COM 78409V104   168,757,034 378,379 SH   SOLE   378,379 0 0
SHERWIN WILLIAMS CO COM 824348106   480,290,855 1,609,392 SH   SOLE   1,609,392 0 0
SIMPSON MFG INC COM 829073105   12,167,866 72,200 SH   SOLE   72,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,352,991,964 7,784,316 SH   SOLE   7,784,316 0 0
TJX COS INC NEW COM 872540109   602,004,450 5,467,797 SH   SOLE   5,467,797 0 0
TREX CO INC COM 89531P105   10,330,030 139,369 SH   SOLE   139,369 0 0
UNITEDHEALTH GROUP INC COM 91324P102   671,446,579 1,318,475 SH   SOLE   1,318,475 0 0
WD 40 CO COM 929236107   8,565,960 39,000 SH   SOLE   39,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   18,359,400 248,100 SH   SOLE   248,100 0 0