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
ANSYS INC COM 03662Q105 258,488 2,932,696 SH   SOLE   1,984,767 85,271 862,658
BARD C R INC COM 067383109 86,446 463,988 SH   SOLE   313,757 13,514 136,717
BECTON DICKINSON & CO COM 075887109 170,051 1,281,855 SH   SOLE   865,876 37,610 378,369
CHECK POINT SOFTWARE TECH LT ORD M22465104 482,858 6,086,697 SH   SOLE   4,114,438 178,261 1,793,998
DEERE & CO COM 244199105 343,648 4,643,896 SH   SOLE   3,135,834 136,261 1,371,801
DONALDSON INC COM 257651109 18,387 654,813 SH   SOLE   442,327 19,216 193,270
EDWARDS LIFESCIENCES CORP COM 28176E108 208,264 1,464,895 SH   SOLE   989,520 42,980 432,395
GOOGLE INC CL A 38259P508 271,113 424,696 SH   SOLE   286,800 12,461 125,435
GRAINGER W W INC COM 384802104 290,448 1,350,860 SH   SOLE   912,866 39,589 398,405
INGERSOLL-RAND PLC SHS G47791101 412,903 8,132,810 SH   SOLE   5,493,834 238,810 2,400,166
INTUIT COM 461202103 140,269 1,580,493 SH   SOLE   1,067,591 46,373 466,529
JD COM INC SPON ADR CL A 47215P106 18,706 717,792 SH   SOLE   717,792 0 0
JONES LANG LASALLE INC COM 48020Q107 96,544 671,517 SH   SOLE   454,247 19,607 197,663
LEJU HLDGS LTD SPONSORED ADS 50187J108 4,401 787,319 SH   SOLE   787,319 0 0
LINEAR TECHNOLOGY CORP COM 535678106 498,446 12,353,053 SH   SOLE   8,341,510 362,464 3,649,079
LINKEDIN CORP COM CL A 53578A108 158,013 831,080 SH   SOLE   561,124 24,385 245,571
MEAD JOHNSON NUTRITION CO COM 582839106 4,352 61,824 SH   SOLE   61,824 0 0
MERCADOLIBRE INC COM 58733R102 72,229 793,201 SH   SOLE   536,946 23,204 233,051
MICROSOFT CORP COM 594918104 747,942 16,898,822 SH   SOLE   11,411,080 495,847 4,991,895
MSCI INC COM 55354G100 193,479 3,253,943 SH   SOLE   2,198,088 95,548 960,307
NATIONAL INSTRS CORP COM 636518102 21,025 756,552 SH   SOLE   510,926 22,178 223,448
NIELSEN HLDGS PLC SHS EUR G6518L108 88,346 1,986,632 SH   SOLE   1,325,601 60,517 600,514
NIKE INC CL B 654106103 109,161 887,703 SH   SOLE   599,495 26,050 262,158
OPOWER INC COM 68375Y109 15,772 1,770,152 SH   SOLE   1,770,152 0 0
PRICE T ROWE GROUP INC COM 74144T108 260,014 3,741,206 SH   SOLE   2,527,242 109,856 1,104,108
QUALCOMM INC COM 747525103 607,386 11,304,420 SH   SOLE   7,792,846 317,519 3,194,055
ROCKWELL AUTOMATION INC COM 773903109 82,027 808,384 SH   SOLE   545,928 23,723 238,733
SCHEIN HENRY INC COM 806407102 159,933 1,205,039 SH   SOLE   813,998 35,355 355,686
SIRONA DENTAL SYSTEMS INC COM 82966C103 373,586 4,002,423 SH   SOLE   2,703,928 116,168 1,182,327
SOLARCITY CORP COM 83416T100 10,080 236,000 SH   SOLE   236,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 44,161 230,450 SH   SOLE   53,650 12,500 164,300
TRIMBLE NAVIGATION LTD COM 896239100 14,143 861,306 SH   SOLE   581,666 25,276 254,364
VARIAN MED SYS INC COM 92220P105 265,519 3,598,794 SH   SOLE   2,435,455 104,980 1,058,359
WATERS CORP COM 941848103 371,531 3,142,972 SH   SOLE   2,122,523 92,144 928,305