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 82,089 198,010 SH   SOLE   198,010 0 0
Adobe Systems Incorporated COM 00724F101 136,634 240,863 SH   SOLE   240,863 0 0
Agilent Technologies Inc. COM 00846U101 95,996 601,026 SH   SOLE   601,026 0 0
Alphabet Inc. Cap STK CL C 02079K107 217,500 75,137 SH   SOLE   75,137 0 0
Amazon Com Inc. COM 023135106 194,758 58,391 SH   SOLE   58,391 0 0
Ametek Inc. COM 031100100 98,497 669,765 SH   SOLE   669,765 0 0
Brookfield Renewable Partners LP NPV PARTNERSHIP UNIT G16258108 34,829 972,844 SH   SOLE   972,844 0 0
Cisco Sys Inc COM 17275R102 3,007 47,442 SH   SOLE   47,442 0 0
Coca Cola Co COM 191216100 1,791 30,242 SH   SOLE   30,242 0 0
Danaher Corporation COM 235851102 126,183 383,464 SH   SOLE   383,464 0 0
Duke Energy Corp New COM NEW 26441C204 2,329 22,199 SH   SOLE   22,199 0 0
Ecolab Inc COM 278865100 62,025 264,460 SH   SOLE   264,460 0 0
Electronic Arts Inc COM 285512109 58,055 439,965 SH   SOLE   439,965 0 0
Fidelity Natl Information SV COM 31620M106 91,708 839,758 SH   SOLE   839,758 0 0
Honeywell Intl Inc. COM 438516106 54,419 261,011 SH   SOLE   261,011 0 0
Idex Corp COM 45167R104 83,301 352,664 SH   SOLE   352,664 0 0
Illumina Inc COM 452327109 30,755 80,782 SH   SOLE   80,782 0 0
NXP Semiconductors N V COM N6596X109 92,672 406,695 SH   SOLE   406,695 0 0
Johnson & Johnson COM 478160104 2,602 15,214 SH   SOLE   15,214 0 0
JPMorgan Chase & Co COM 46625H100 107,174 676,867 SH   SOLE   676,867 0 0
Mastercard Incorporated CL A 57636Q104 141,805 394,579 SH   SOLE   394,579 0 0
McDonalds Corp COM 580135101 84,966 317,013 SH   SOLE   317,013 0 0
Merck & Co. Inc. COM 58933Y105 2,809 36,656 SH   SOLE   36,656 0 0
Microsoft Corp COM 594918104 286,625 852,298 SH   SOLE   852,298 0 0
Nextera Energy Inc. COM 65339F101 105,384 1,128,811 SH   SOLE   1,128,811 0 0
Nike Inc. CL B 654106103 74,117 444,618 SH   SOLE   444,618 0 0
Paypal HLDGS Inc. COM 70450Y103 93,851 497,464 SH   SOLE   497,464 0 0
Pepsico Inc. COM 713448108 104,258 600,193 SH   SOLE   600,193 0 0
Pfizer Inc. COM 717081103 5,959 100,921 SH   SOLE   100,921 0 0
S&P Global Inc COM 78409V104 127,887 271,038 SH   SOLE   271,038 0 0
ServiceNow Inc. COM 81762P102 44,380 68,324 SH   SOLE   68,324 0 0
Starbucks Corp. COM 855244109 56,057 479,185 SH   SOLE   479,185 0 0
Stryker Corporation COM 863667101 125,097 467,658 SH   SOLE   467,658 0 0
Synopsys Inc COM 871607107 124,580 337,963 SH   SOLE   337,963 0 0
Texas Instrs Inc. COM 882508104 75,300 399,367 SH   SOLE   399,367 0 0
Thermo Fisher Scientific Inc. COM 883556102 99,808 149,539 SH   SOLE   149,539 0 0
TJX Cos Inc. New COM 872540109 111,946 1,474,210 SH   SOLE   1,474,210 0 0
UnitedHealth Group Inc. COM 91324P102 174,791 348,029 SH   SOLE   348,029 0 0
Verizon Communications Inc. COM 92343V104 2,571 49,481 SH   SOLE   49,481 0 0
Visa Inc. COM CL A 92826C839 153,292 707,403 SH   SOLE   707,403 0 0
Disney Walt Co COM 254687106 108,856 702,661 SH   SOLE   702,661 0 0
Zoetis Inc. CL A 98978V103 100,206 410,663 SH   SOLE   410,663 0 0
Ares Capital Corp COM 04010L103 67,910 3,206,205 SH   SOLE   3,206,205 0 0
Blackstone Mtg Tr Inc. Com CL A 09257W100 6,693 217,869 SH   SOLE   217,869 0 0
Verisign Inc. COM 92343E102 57,871 227,917 SH   SOLE   227,917 0 0
Resmed COM 761152107 3,515 13,493 SH   SOLE   13,493 0 0
Humana Inc. COM 444859102 99,822 215,198 SH   SOLE   215,198 0 0
Edwards Lifesciences Corp COM 28176E108 102,417 790,780 SH   SOLE   790,780 0 0
Procter and Gamble Co COM 742718109 1,221 7,462 SH   SOLE   7,462 0 0
Roper Technologies Inc COM 776696106 119,144 242,249 SH   SOLE   242,249 0 0
Automatic Data Processing In COM 053015103 3,415 13,847 SH   SOLE   13,847 0 0
BK of America Corp COM 060505104 139,165 3,128,283 SH   SOLE   3,128,283 0 0
Home Depot Inc COM 437076102 1,902 4,583 SH   SOLE   4,583 0 0
Marsh & McLennan COS Inc. COM 571748102 90,907 523,110 SH   SOLE   523,110 0 0
Masco Corp COM 574599106 100,263 1,428,081 SH   SOLE   1,428,081 0 0
US Bancorp DEL COM NEW 902973304 2,796 49,773 SH   SOLE   49,773 0 0
American Tower Corp New COM 03027X100 54,542 186,512 SH   SOLE   186,512 0 0
Intercontiental Exchange IN COM 45866F104 143,040 1,045,725 SH   SOLE   1,045,725 0 0
Blackstone Group Inc. COM CL A 09260D107 83,303 643,790 SH   SOLE   643,790 0 0
TransUnion COM 89400J107 136,267 1,149,038 SH   SOLE   1,149,038 0 0
Yum China HLDGS Inc COM 98850P109 98,471 1,975,792 SH   SOLE   1,975,792 0 0
Broadcom Inc COM 11135F101 101,506 152,524 SH   SOLE   152,524 0 0
Taiwan Semiconductor MFG Ltd Sponsored ADS 874039100 16,133 134,083 SH   SOLE   134,083 0 0
Nice Ltd Sponsored ADR 653656108 115,599 381,111 SH   SOLE   381,111 0 0
Abbott Labs COM 002824100 83,135 590,615 SH   SOLE   590,615 0 0
Lauder Estee Cos Inc CL A 518439104 69,245 187,014 SH   SOLE   187,014 0 0
Ingersoll Rand Inc COM 45687V106 106,195 1,716,450 SH   SOLE   1,716,450 0 0
Medtronic Plc SHS G5960L103 83,544 807,486 SH   SOLE   807,486 0 0
HDFC Bank Ltd Sponsored ADS 40415F101 113,598 1,748,213 SH   SOLE   1,748,213 0 0
CME Group Inc COM 12572Q105 117,363 513,607 SH   SOLE   513,607 0 0
Eaton Corp Plc SHS G29183103 3,017 17,453 SH   SOLE   17,453 0 0
Union Pac Corp COM 907818108 100,935 400,748 SH   SOLE   400,748 0 0
Brookfield Infrastructure NPV COM G16252101 5,995 98,620 SH   SOLE   98,620 0 0
Verisk Analytics Inc COM 92345Y106 88,959 388,828 SH   SOLE   388,828 0 0