The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Abiomed | COM | 003654100 | 235,821 | 724,443 | SH | SOLE | 604,950 | 0 | 119,493 | ||
| Ansys | COM | 03662Q105 | 497,413 | 1,461,047 | SH | SOLE | 1,218,403 | 0 | 242,644 | ||
| AppFolio | COM | 03783C100 | 35,182 | 292,212 | SH | SOLE | 244,004 | 0 | 48,208 | ||
| Bio-Techne | COM | 09073M104 | 487,127 | 1,005,277 | SH | SOLE | 839,172 | 0 | 166,105 | ||
| Boston Scientific | COM | 101137107 | 130,914 | 3,017,139 | SH | SOLE | 2,519,335 | 0 | 497,804 | ||
| Costar | COM | 22160N109 | 313,368 | 3,641,272 | SH | SOLE | 3,040,162 | 0 | 601,110 | ||
| Dexcom | COM | 252131107 | 168,102 | 307,395 | SH | SOLE | 256,677 | 0 | 50,718 | ||
| Edwards | COM | 28176E108 | 573,587 | 5,066,576 | SH | SOLE | 4,230,196 | 0 | 836,380 | ||
| ICE | COM | 45866F104 | 290,907 | 2,533,594 | SH | SOLE | 2,115,718 | 0 | 417,876 | ||
| Illumina | COM | 452327109 | 431,382 | 1,063,540 | SH | SOLE | 888,035 | 0 | 175,505 | ||
| Intuit | COM | 461202103 | 621,385 | 1,151,758 | SH | SOLE | 961,617 | 0 | 190,141 | ||
| Maravai | COM | 56600D107 | 133,378 | 2,717,559 | SH | SOLE | 2,269,240 | 0 | 448,319 | ||
| MarketAxess | COM | 57060D108 | 520,474 | 1,237,192 | SH | SOLE | 1,032,167 | 0 | 205,025 | ||
| Masimo | COM | 574795100 | 544,372 | 2,010,906 | SH | SOLE | 1,678,927 | 0 | 331,979 | ||
| Mastercard | COM | 57636Q104 | 598,505 | 1,721,425 | SH | SOLE | 1,437,480 | 0 | 283,945 | ||
| Mettler-Toledo | COM | 592688105 | 131,776 | 95,673 | SH | SOLE | 79,893 | 0 | 15,780 | ||
| PayPal | COM | 70450Y103 | 454,338 | 1,746,044 | SH | SOLE | 1,457,897 | 0 | 288,147 | ||
| PTC | COM | 69370C100 | 375,728 | 3,136,552 | SH | SOLE | 2,618,926 | 0 | 517,626 | ||
| ResMed | COM | 761152107 | 365,125 | 1,385,409 | SH | SOLE | 1,156,855 | 0 | 228,554 | ||
| Synopsys | COM | 871607107 | 217,006 | 724,778 | SH | SOLE | 605,235 | 0 | 119,543 | ||
| Tradeweb | COM | 892672106 | 481,875 | 5,965,276 | SH | SOLE | 4,980,766 | 0 | 984,510 | ||
| Tyler | COM | 902252105 | 421,678 | 919,389 | SH | SOLE | 767,680 | 0 | 151,709 | ||
| Verisk Analytics | COM | 92345Y106 | 339,688 | 1,696,151 | SH | SOLE | 1,416,398 | 0 | 279,753 | ||
| Workday | COM | 98138H101 | 459,393 | 1,838,381 | SH | SOLE | 1,534,913 | 0 | 303,468 | ||