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 | 203,802 | 791,741 | SH | SOLE | 699,113 | 92,628 | 0 | ||
Boston Scientific | COM | 101137107 | 105,958 | 2,343,160 | SH | SOLE | 2,069,027 | 274,133 | 0 | ||
CME | COM | 12572Q105 | 171,835 | 856,093 | SH | SOLE | 755,936 | 100,157 | 0 | ||
Cognex | COM | 192422103 | 54,606 | 974,410 | SH | SOLE | 860,243 | 114,167 | 0 | ||
Edwards | COM | 28176E112 | 131,273 | 562,705 | SH | SOLE | 496,872 | 65,833 | 0 | ||
Hexcel | COM | 428291108 | 133,740 | 1,824,305 | SH | SOLE | 1,610,874 | 213,431 | 0 | ||
Idexx | COM | 45168D104 | 46,786 | 179,168 | SH | SOLE | 158,206 | 20,962 | 0 | ||
Intuit | COM | 461202103 | 128,463 | 490,449 | SH | SOLE | 433,027 | 57,422 | 0 | ||
MarketAxess | COM | 57060D108 | 199,973 | 527,481 | SH | SOLE | 465,769 | 61,712 | 0 | ||
Masimo | COM | 574795100 | 138,129 | 873,902 | SH | SOLE | 771,625 | 102,277 | 0 | ||
Mastercard | COM | 57636Q104 | 267,493 | 895,853 | SH | SOLE | 791,044 | 104,809 | 0 | ||
Mettler-Toledo | COM | 592688105 | 90,694 | 114,328 | SH | SOLE | 100,952 | 13,376 | 0 | ||
PayPal | COM | 70450Y103 | 116,826 | 1,080,018 | SH | SOLE | 953,626 | 126,392 | 0 | ||
PTC | COM | 69370C100 | 74,969 | 1,001,053 | SH | SOLE | 883,936 | 117,117 | 0 | ||
SVB Fin Group | COM | 78486Q101 | 56,088 | 223,423 | SH | SOLE | 197,277 | 26,146 | 0 | ||
Tradeweb | COM | 892672106 | 25,214 | 543,999 | SH | SOLE | 480,278 | 63,721 | 0 | ||
Tyler | COM | 902252105 | 127,585 | 425,254 | SH | SOLE | 375,502 | 49,752 | 0 | ||
Varian | COM | 92220P105 | 166,591 | 1,173,094 | SH | SOLE | 1,035,850 | 137,244 | 0 | ||
Verisk Analytics | COM | 92345Y106 | 138,582 | 927,961 | SH | SOLE | 819,396 | 108,565 | 0 | ||
Visa | COM | 92826C839 | 145,582 | 774,786 | SH | SOLE | 684,141 | 90,645 | 0 | ||
Waters | COM | 941848103 | 76,529 | 327,536 | SH | SOLE | 289,161 | 38,375 | 0 | ||
Zoetis | COM | 98978V103 | 58,856 | 444,697 | SH | SOLE | 392,670 | 52,027 | 0 |