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 |
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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 |
Align | COM | 016255101 | 35,143 | 167,801 | SH | SOLE | 144,385 | 23,416 | 0 | ||
Ansys | COM | 03662Q105 | 91,863 | 642,668 | SH | SOLE | 553,029 | 89,639 | 0 | ||
CME | COM | 12572Q105 | 106,671 | 567,038 | SH | SOLE | 487,803 | 79,235 | 0 | ||
Cognex | COM | 192422103 | 31,230 | 807,602 | SH | SOLE | 694,784 | 112,818 | 0 | ||
Edwards | COM | 28176E112 | 69,822 | 455,849 | SH | SOLE | 392,090 | 63,759 | 0 | ||
First Republic Bank | COM | 33616C100 | 96,776 | 1,113,648 | SH | SOLE | 958,076 | 155,572 | 0 | ||
Hexcel | COM | 428291108 | 84,687 | 1,476,926 | SH | SOLE | 1,270,629 | 206,297 | 0 | ||
Idexx | COM | 45168D104 | 49,849 | 267,974 | SH | SOLE | 230,588 | 37,386 | 0 | ||
Intuit | COM | 461202103 | 37,814 | 192,096 | SH | SOLE | 165,260 | 26,836 | 0 | ||
Masimo | COM | 574795100 | 44,660 | 415,944 | SH | SOLE | 357,845 | 58,099 | 0 | ||
MarketAxess | COM | 57060D108 | 90,322 | 427,436 | SH | SOLE | 367,732 | 59,704 | 0 | ||
Mastercard | COM | 57636Q104 | 137,090 | 726,692 | SH | SOLE | 625,344 | 101,348 | 0 | ||
Medidata | COM | 58471A105 | 36,849 | 546,553 | SH | SOLE | 470,183 | 76,370 | 0 | ||
Mettler-Toledo | COM | 592688105 | 65,112 | 115,124 | SH | SOLE | 99,042 | 16,082 | 0 | ||
PayPal | COM | 70450Y103 | 102,472 | 1,218,597 | SH | SOLE | 1,048,364 | 170,233 | 0 | ||
PTC | COM | 69370C100 | 35,225 | 424,904 | SH | SOLE | 365,546 | 59,358 | 0 | ||
SVB Fin Group | COM | 78486Q101 | 52,897 | 278,522 | SH | SOLE | 239,614 | 38,908 | 0 | ||
Tyler | COM | 902252105 | 64,035 | 344,609 | SH | SOLE | 296,469 | 48,140 | 0 | ||
Varian | COM | 92220P105 | 107,673 | 950,251 | SH | SOLE | 817,294 | 132,957 | 0 | ||
Verisk Analytics | COM | 92345Y106 | 86,614 | 794,334 | SH | SOLE | 683,369 | 110,965 | 0 | ||
Visa | COM | 92826C839 | 82,889 | 628,232 | SH | SOLE | 540,471 | 87,761 | 0 | ||
Waters | COM | 941848103 | 51,256 | 271,697 | SH | SOLE | 233,747 | 37,950 | 0 |