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
ACUITY BRANDS INC COM 00508Y102 465,226 3,373,404 SH   SOLE   24,882 3,348,522 0
ALLEGION PUB LTD CO ORD SHS G0176J109 212,511 1,922,303 SH   SOLE   14,044 1,908,259 0
ALPHABET INC CAP STK CL C 02079K107 992,305 918,027 SH   SOLE   6,707 911,320 0
AMAZON COM INC COM 023135106 196,002 103,506 SH   SOLE   769 102,737 0
ANALOG DEVICES INC COM 032654105 563,597 4,993,333 SH   SOLE   48,651 4,944,682 0
APPLIED MATLS INC COM 038222105 204,994 4,564,550 SH   SOLE   33,443 4,531,107 0
APTIV PLC SHS G6095L109 457,477 5,659,743 SH   SOLE   41,352 5,618,391 0
AUTOMATIC DATA PROCESSING IN COM 053015103 426,883 2,582,003 SH   SOLE   18,867 2,563,136 0
BECTON DICKINSON & CO COM 075887109 92,571 367,329 SH   SOLE   2,712 364,617 0
CERNER CORP COM 156782104 241,567 3,295,600 SH   SOLE   24,457 3,271,143 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 662,915 10,457,728 SH   SOLE   69,960 10,387,768 0
COOPER COS INC COM NEW 216648402 634,429 1,883,194 SH   SOLE   13,785 1,869,409 0
CREDICORP LTD COM G2519Y108 290,795 1,270,345 SH   SOLE   9,420 1,260,925 0
DEERE & CO COM 244199105 789,439 4,763,981 SH   SOLE   35,261 4,728,720 0
DENTSPLY SIRONA INC COM 24906P109 985,647 16,889,093 SH   SOLE   123,631 16,765,462 0
EQUIFAX INC COM 294429105 438,235 3,240,423 SH   SOLE   23,773 3,216,650 0
HENRY SCHEIN INC COM 806407102 727,651 10,409,885 SH   SOLE   76,357 10,333,528 0
INGERSOLL-RAND PLC SHS G47791101 360,500 2,845,974 SH   SOLE   20,783 2,825,191 0
JONES LANG LASALLE INC COM 48020Q107 599,095 4,258,266 SH   SOLE   32,897 4,225,369 0
MERCADOLIBRE INC COM 58733R102 492,729 805,416 SH   SOLE   5,895 799,521 0
MICROCHIP TECHNOLOGY INC COM 595017104 36,144 416,882 SH   SOLE   0 416,882 0
MICROSOFT CORP COM 594918104 489,148 3,651,450 SH   SOLE   26,552 3,624,898 0
NUTANIX INC CL A 67059N108 374,127 14,422,782 SH   SOLE   105,439 14,317,343 0
NVIDIA CORP COM 67066G104 202,626 1,233,793 SH   SOLE   7,907 1,225,886 0
SALESFORCE COM INC COM 79466L302 165,200 1,088,773 SH   SOLE   8,050 1,080,723 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 571,982 11,673,096 SH   SOLE   88,949 11,584,147 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 25,740 87,850 SH   SOLE   0 87,850 0
STERICYCLE INC COM 858912108 121,709 2,548,882 SH   SOLE   18,915 2,529,967 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,550 218,285 SH   SOLE   0 218,285 0
TE CONNECTIVITY LTD REG SHS H84989104 437,480 4,567,555 SH   SOLE   35,053 4,532,502 0
TEXAS INSTRS INC COM 882508104 664,664 5,791,777 SH   SOLE   33,253 5,758,524 0
THE CHARLES SCHWAB CORPORATI COM 808513105 839,949 20,899,458 SH   SOLE   157,076 20,742,382 0
THERMO FISHER SCIENTIFIC INC COM 883556102 666,105 2,268,131 SH   SOLE   16,574 2,251,557 0
WATERS CORP COM 941848103 67,736 314,699 SH   SOLE   2,327 312,372 0