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
Estimated average burden
hours per response: 23.8
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 81,306 436,498 SH   SOLE   354,740 81,758 0
Ansys COM 03662Q105 85,587 697,361 SH   SOLE   565,947 131,414 0
Aptar COM 038336103 44,503 515,619 SH   SOLE   419,275 96,344 0
CME COM 12572Q105 53,274 392,646 SH   SOLE   318,786 73,860 0
Edwards COM 28176E112 40,242 368,146 SH   SOLE   298,895 69,251 0
First Republic Bank COM 33616C100 120,137 1,150,075 SH   SOLE   935,221 214,854 0
Hexcel COM 428291108 99,837 1,738,711 SH   SOLE   1,413,890 324,821 0
MarketAxess COM 57060D108 32,424 175,730 SH   SOLE   142,674 33,056 0
Mastercard COM 57636Q104 142,538 1,009,473 SH   SOLE   820,886 188,587 0
Mettler-Toledo COM 592688105 102,487 163,676 SH   SOLE   133,004 30,672 0
Paypal COM 70450Y103 91,656 1,431,458 SH   SOLE   1,164,041 267,417 0
SVB Fin Group COM 78486Q101 53,829 287,716 SH   SOLE   233,902 53,814 0
Varian COM 92220P105 88,980 889,269 SH   SOLE   721,575 167,694 0
Verisk Analytics COM 92345Y106 49,455 594,488 SH   SOLE   482,660 111,828 0
Visa COM 92826C839 100,345 953,484 SH   SOLE   775,357 178,127 0
Waters COM 941848103 74,481 414,892 SH   SOLE   336,848 78,044 0