The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 50,955 | 179,211 | SH | SOLE | 155,795 | 23,416 | 0 | ||
| Ansys | COM | 03662Q105 | 124,912 | 683,660 | SH | SOLE | 594,021 | 89,639 | 0 | ||
| CME | COM | 12572Q105 | 99,303 | 603,373 | SH | SOLE | 524,138 | 79,235 | 0 | ||
| Cognex | COM | 192422103 | 43,861 | 862,380 | SH | SOLE | 749,562 | 112,818 | 0 | ||
| Edwards | COM | 28176E112 | 92,948 | 485,802 | SH | SOLE | 422,043 | 63,759 | 0 | ||
| First Republic Bank | COM | 33616C100 | 119,024 | 1,184,793 | SH | SOLE | 1,029,221 | 155,572 | 0 | ||
| Hexcel | COM | 428291108 | 108,733 | 1,572,193 | SH | SOLE | 1,365,896 | 206,297 | 0 | ||
| Idexx | COM | 45168D104 | 63,988 | 286,173 | SH | SOLE | 248,787 | 37,386 | 0 | ||
| Intuit | COM | 461202103 | 53,623 | 205,130 | SH | SOLE | 178,294 | 26,836 | 0 | ||
| Masimo | COM | 574795100 | 61,538 | 445,026 | SH | SOLE | 386,927 | 58,099 | 0 | ||
| MarketAxess | COM | 57060D108 | 111,968 | 455,007 | SH | SOLE | 395,303 | 59,704 | 0 | ||
| Mastercard | COM | 57636Q104 | 182,120 | 773,497 | SH | SOLE | 672,149 | 101,348 | 0 | ||
| Medidata | COM | 58471A105 | 42,752 | 583,725 | SH | SOLE | 507,355 | 76,370 | 0 | ||
| Mettler-Toledo | COM | 592688105 | 88,681 | 122,657 | SH | SOLE | 106,575 | 16,082 | 0 | ||
| PayPal | COM | 70450Y103 | 134,819 | 1,298,330 | SH | SOLE | 1,128,097 | 170,233 | 0 | ||
| PTC | COM | 69370C100 | 41,885 | 454,382 | SH | SOLE | 395,024 | 59,358 | 0 | ||
| SVB Fin Group | COM | 78486Q101 | 65,888 | 296,314 | SH | SOLE | 257,406 | 38,908 | 0 | ||
| Tyler | COM | 902252105 | 74,938 | 366,624 | SH | SOLE | 318,484 | 48,140 | 0 | ||
| Varian | COM | 92220P105 | 143,305 | 1,011,182 | SH | SOLE | 878,225 | 132,957 | 0 | ||
| Verisk Analytics | COM | 92345Y106 | 112,559 | 846,310 | SH | SOLE | 735,345 | 110,965 | 0 | ||
| Visa | COM | 92826C839 | 104,392 | 668,366 | SH | SOLE | 580,605 | 87,761 | 0 | ||
| Waters | COM | 941848103 | 72,800 | 289,222 | SH | SOLE | 251,272 | 37,950 | 0 | ||