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
Align COM 16255101 21,054 261,380 SH   SOLE   195,500 65,880 0
Ansys COM 03662Q105 29,979 330,347 SH   SOLE   247,325 83,022 0
Aptar COM 38336103 30,185 381,465 SH   SOLE   285,279 96,186 0
Ebay COM 278642103 14,265 609,363 SH   SOLE   455,690 153,673 0
First Republic Bank COM 33616C100 59,585 851,341 SH   SOLE   636,765 214,576 0
Hexcel COM 428291108 53,597 1,287,147 SH   SOLE   962,647 324,500 0
Mastercard COM 57636Q104 65,796 747,173 SH   SOLE   558,743 188,430 0
Mettler-Toledo COM 592688105 56,023 153,520 SH   SOLE   114,817 38,703 0
Paypal COM 70450Y103 38,701 1,060,001 SH   SOLE   792,814 267,187 0
Dentsply Sirona COM 24906P109 33,213 535,356 SH   SOLE   400,374 134,982 0
Smucker COM 832696405 55,536 364,387 SH   SOLE   272,542 91,845 0
Varian COM 92220P105 52,017 632,574 SH   SOLE   473,116 159,458 0
Visa COM 92826C839 52,375 706,149 SH   SOLE   528,122 178,027 0
Waters COM 941848103 61,769 439,170 SH   SOLE   328,453 110,717 0