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
ALPHABET INC CAP STK CL A 02079K305 156,047 200,572 SH   SOLE   135,732 5,897 58,943
ANSYS INC COM 03662Q105 271,524 2,935,396 SH   SOLE   1,987,467 85,271 862,658
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 54,644 3,097,745 SH   SOLE   2,096,277 91,083 910,385
BECTON DICKINSON & CO COM 075887109 141,419 917,770 SH   SOLE   621,070 26,985 269,715
CERNER CORP COM 156782104 284,039 4,720,600 SH   SOLE   3,193,487 138,805 1,388,308
CHECK POINT SOFTWARE TECH LT ORD M22465104 522,701 6,422,972 SH   SOLE   4,342,464 188,591 1,891,917
DEERE & CO COM 244199105 465,385 6,101,813 SH   SOLE   4,127,878 179,418 1,794,517
DONALDSON INC COM 257651109 31,268 1,090,986 SH   SOLE   736,961 32,016 322,009
EBAY INC COM 278642103 214,063 7,789,757 SH   SOLE   5,269,771 229,051 2,290,935
EDWARDS LIFESCIENCES CORP COM 28176E108 204,316 2,586,930 SH   SOLE   1,749,394 76,060 761,476
GRAINGER W W INC COM 384802104 273,934 1,352,160 SH   SOLE   914,166 39,589 398,405
INGERSOLL-RAND PLC SHS G47791101 535,779 9,690,337 SH   SOLE   6,555,514 284,936 2,849,887
INTUIT COM 461202103 110,887 1,149,093 SH   SOLE   778,367 33,854 336,872
JD COM INC SPON ADR CL A 47215P106 31,402 973,268 SH   SOLE   973,268 0 0
JONES LANG LASALLE INC COM 48020Q107 107,349 671,517 SH   SOLE   454,247 19,607 197,663
LEJU HLDGS LTD SPONSORED ADS 50187J108 5,310 928,299 SH   SOLE   928,299 0 0
LINEAR TECHNOLOGY CORP COM 535678106 525,475 12,372,853 SH   SOLE   8,348,210 362,464 3,662,179
LINKEDIN CORP COM CL A 53578A108 137,653 611,572 SH   SOLE   413,573 17,981 180,018
MEAD JOHNSON NUTRITION CO COM 582839106 3,662 46,382 SH   SOLE   46,382 0 0
MERCADOLIBRE INC COM 58733R102 124,755 1,091,090 SH   SOLE   737,670 32,036 321,384
MICROSOFT CORP COM 594918104 781,897 14,093,313 SH   SOLE   9,534,125 414,401 4,144,787
MSCI INC COM 55354G100 234,707 3,253,943 SH   SOLE   2,198,088 95,548 960,307
NATIONAL INSTRS CORP COM 636518102 37,893 1,320,757 SH   SOLE   891,952 38,719 390,086
NIELSEN HLDGS PLC SHS EUR G6518L108 74,560 1,600,000 SH   SOLE   1,067,619 48,739 483,642
NIKE INC CL B 654106103 110,963 1,775,406 SH   SOLE   1,198,990 52,100 524,316
OPOWER INC COM 68375Y109 18,693 1,770,152 SH   SOLE   1,770,152 0 0
PRICE T ROWE GROUP INC COM 74144T108 268,195 3,751,506 SH   SOLE   2,529,942 109,856 1,111,708
QUALCOMM INC COM 747525103 662,341 13,250,786 SH   SOLE   9,174,420 370,516 3,705,850
ROCKWELL AUTOMATION INC COM 773903109 98,609 961,004 SH   SOLE   648,997 28,202 283,805
SCHEIN HENRY INC COM 806407102 190,625 1,205,039 SH   SOLE   813,998 35,355 355,686
SIRONA DENTAL SYSTEMS INC COM 82966C103 438,545 4,002,423 SH   SOLE   2,703,928 116,168 1,182,327
SOLARCITY CORP COM 83416T100 12,041 236,000 SH   SOLE   236,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 39,850 195,450 SH   SOLE   53,650 12,500 129,300
TRIMBLE NAVIGATION LTD COM 896239100 44,303 2,065,409 SH   SOLE   1,394,834 60,611 609,964
VARIAN MED SYS INC COM 92220P105 201,482 2,493,594 SH   SOLE   1,689,096 73,402 731,096
WATERS CORP COM 941848103 367,907 2,733,740 SH   SOLE   1,849,961 80,379 803,400