The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
Aptar COM 38336103 23,363 297,961 SH   SOLE   211,703 86,258 0
Ebay COM 278642103 32,211 1,349,984 SH   SOLE   959,425 390,559 0
First Republic Bank COM 33616C100 49,314 740,013 SH   SOLE   525,819 214,194 0
Hexcel COM 428291108 48,916 1,119,106 SH   SOLE   795,484 323,622 0
Mastercard COM 57636Q104 61,410 649,843 SH   SOLE   461,952 187,891 0
Mettler-Toledo COM 592688105 52,318 151,753 SH   SOLE   107,870 43,883 0
Nordstrom COM 655664100 50,741 886,924 SH   SOLE   630,420 256,504 0
Paypal COM 70450Y103 45,466 1,177,885 SH   SOLE   837,322 340,563 0
Dentsply Sirona COM 24906P109 34,594 561,322 SH   SOLE   399,233 162,089 0
Smucker COM 832696405 41,127 316,749 SH   SOLE   225,191 91,558 0
Varian COM 92220P105 44,005 549,927 SH   SOLE   390,520 159,407 0
Visa COM 92826C839 42,968 561,826 SH   SOLE   399,310 162,516 0
Waters COM 941848103 48,542 367,968 SH   SOLE   261,830 106,138 0