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 |
Ansys | COM | 03662Q105 | 157,353 | 710,848 | SH | SOLE | 621,209 | 89,639 | 0 | ||
Boston Scientific | COM | 101137107 | 85,751 | 2,107,429 | SH | SOLE | 1,841,416 | 266,013 | 0 | ||
CME | COM | 12572Q105 | 162,617 | 769,458 | SH | SOLE | 672,229 | 97,229 | 0 | ||
Cognex | COM | 192422103 | 44,036 | 896,315 | SH | SOLE | 783,497 | 112,818 | 0 | ||
Edwards | COM | 28176E112 | 111,099 | 505,201 | SH | SOLE | 441,442 | 63,759 | 0 | ||
Hexcel | COM | 428291108 | 134,457 | 1,637,127 | SH | SOLE | 1,430,830 | 206,297 | 0 | ||
Idexx | COM | 45168D104 | 43,772 | 160,967 | SH | SOLE | 140,621 | 20,346 | 0 | ||
Intuit | COM | 461202103 | 80,695 | 303,432 | SH | SOLE | 265,079 | 38,353 | 0 | ||
MarketAxess | COM | 57060D108 | 155,169 | 473,799 | SH | SOLE | 414,095 | 59,704 | 0 | ||
Masimo | COM | 574795100 | 106,811 | 717,861 | SH | SOLE | 627,126 | 90,735 | 0 | ||
Mastercard | COM | 57636Q104 | 218,417 | 804,275 | SH | SOLE | 702,927 | 101,348 | 0 | ||
Medidata | COM | 58471A105 | 30,759 | 336,160 | SH | SOLE | 293,706 | 42,454 | 0 | ||
Mettler-Toledo | COM | 592688105 | 72,260 | 102,584 | SH | SOLE | 89,618 | 12,966 | 0 | ||
PayPal | COM | 70450Y103 | 74,954 | 723,562 | SH | SOLE | 632,106 | 91,456 | 0 | ||
PTC | COM | 69370C100 | 48,757 | 715,123 | SH | SOLE | 624,801 | 90,322 | 0 | ||
SVB Fin Group | COM | 78486Q101 | 64,470 | 308,543 | SH | SOLE | 269,635 | 38,908 | 0 | ||
Tyler | COM | 902252105 | 100,211 | 381,755 | SH | SOLE | 333,615 | 48,140 | 0 | ||
Varian | COM | 92220P105 | 125,420 | 1,053,155 | SH | SOLE | 920,198 | 132,957 | 0 | ||
Verisk Analytics | COM | 92345Y106 | 131,819 | 833,560 | SH | SOLE | 728,421 | 105,139 | 0 | ||
Visa | COM | 92826C839 | 119,711 | 695,951 | SH | SOLE | 608,190 | 87,761 | 0 | ||
Waters | COM | 941848103 | 67,229 | 301,164 | SH | SOLE | 263,214 | 37,950 | 0 | ||
Zoetis | COM | 98978V103 | 27,964 | 224,450 | SH | SOLE | 196,118 | 28,332 | 0 |