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 | 302,507 | 1,036,942 | SH | SOLE | 902,982 | 133,960 | 0 | ||
Bio-Techne | COM | 09073M104 | 137,038 | 518,944 | SH | SOLE | 451,930 | 67,014 | 0 | ||
Boston Scientific | COM | 101137107 | 129,082 | 3,676,498 | SH | SOLE | 3,204,838 | 471,660 | 0 | ||
CME | COM | 12572Q105 | 181,502 | 1,116,661 | SH | SOLE | 973,404 | 143,257 | 0 | ||
Edwards | COM | 28176E112 | 167,429 | 2,422,642 | SH | SOLE | 2,111,840 | 310,802 | 0 | ||
Idexx | COM | 45168D104 | 83,159 | 251,876 | SH | SOLE | 219,563 | 32,313 | 0 | ||
ICE | COM | 45866F104 | 137,037 | 1,496,032 | SH | SOLE | 1,304,106 | 191,926 | 0 | ||
Intuit | COM | 461202103 | 208,384 | 703,549 | SH | SOLE | 613,291 | 90,258 | 0 | ||
MarketAxess | COM | 57060D108 | 362,699 | 724,066 | SH | SOLE | 630,584 | 93,482 | 0 | ||
Masimo | COM | 574795100 | 241,527 | 1,059,377 | SH | SOLE | 923,469 | 135,908 | 0 | ||
Mastercard | COM | 57636Q104 | 307,520 | 1,039,974 | SH | SOLE | 906,556 | 133,418 | 0 | ||
Mettler-Toledo | COM | 592688105 | 100,767 | 125,091 | SH | SOLE | 109,044 | 16,047 | 0 | ||
PayPal | COM | 70450Y103 | 270,262 | 1,551,177 | SH | SOLE | 1,352,176 | 199,001 | 0 | ||
PTC | COM | 69370C100 | 140,450 | 1,805,501 | SH | SOLE | 1,572,568 | 232,933 | 0 | ||
Tradeweb | COM | 892672106 | 172,258 | 2,962,821 | SH | SOLE | 2,580,220 | 382,601 | 0 | ||
Tyler | COM | 902252105 | 151,732 | 437,419 | SH | SOLE | 381,303 | 56,116 | 0 | ||
Varian | COM | 92220P105 | 205,625 | 1,678,301 | SH | SOLE | 1,462,991 | 215,310 | 0 | ||
Verisk Analytics | COM | 92345Y106 | 199,993 | 1,175,046 | SH | SOLE | 1,024,299 | 150,747 | 0 | ||
Visa | COM | 92826C839 | 164,302 | 850,557 | SH | SOLE | 741,439 | 109,118 | 0 | ||
Workday | COM | 98138H101 | 93,940 | 501,390 | SH | SOLE | 437,067 | 64,323 | 0 |