The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
| ||||||||||||||||||||
| 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 | 016255101 | 36,781 | 146,462 | SH | SOLE | 125,430 | 21,032 | 0 | ||
| Ansys | COM | 03662Q105 | 102,560 | 654,540 | SH | SOLE | 560,511 | 94,029 | 0 | ||
| CME | COM | 12572Q105 | 80,237 | 496,087 | SH | SOLE | 424,821 | 71,266 | 0 | ||
| Cognex | COM | 192422103 | 36,320 | 698,589 | SH | SOLE | 598,345 | 100,244 | 0 | ||
| Edwards | COM | 28176E112 | 110,372 | 791,087 | SH | SOLE | 677,442 | 113,645 | 0 | ||
| First Republic Bank | COM | 33616C100 | 105,185 | 1,135,786 | SH | SOLE | 972,623 | 163,163 | 0 | ||
| Hexcel | COM | 428291108 | 93,080 | 1,441,092 | SH | SOLE | 1,234,070 | 207,022 | 0 | ||
| Idexx | COM | 45168D104 | 44,287 | 231,396 | SH | SOLE | 198,154 | 33,242 | 0 | ||
| MarketAxess | COM | 57060D108 | 72,876 | 335,154 | SH | SOLE | 287,007 | 48,147 | 0 | ||
| Mastercard | COM | 57636Q104 | 146,358 | 835,566 | SH | SOLE | 715,531 | 120,035 | 0 | ||
| Mettler-Toledo | COM | 592688105 | 67,515 | 117,411 | SH | SOLE | 100,544 | 16,867 | 0 | ||
| Paypal | COM | 70450Y103 | 94,293 | 1,242,825 | SH | SOLE | 1,064,285 | 178,540 | 0 | ||
| SVB Fin Group | COM | 78486Q101 | 68,177 | 284,060 | SH | SOLE | 243,253 | 40,807 | 0 | ||
| Tyler | COM | 902252105 | 74,144 | 351,461 | SH | SOLE | 300,971 | 50,490 | 0 | ||
| Varian | COM | 92220P105 | 96,516 | 786,924 | SH | SOLE | 673,877 | 113,047 | 0 | ||
| Verisk Analytics | COM | 92345Y106 | 101,431 | 975,296 | SH | SOLE | 835,188 | 140,108 | 0 | ||
| Visa | COM | 92826C839 | 76,653 | 640,806 | SH | SOLE | 548,750 | 92,056 | 0 | ||
| Waters | COM | 941848103 | 80,478 | 405,123 | SH | SOLE | 346,924 | 58,199 | 0 | ||