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 |
| Abiomed | COM | 003654100 | 188,570 | 604,177 | SH | SOLE | 501,191 | 0 | 102,986 | ||
| Ansys | COM | 03662Q105 | 491,019 | 1,414,795 | SH | SOLE | 1,172,151 | 0 | 242,644 | ||
| AppFolio | COM | 03783C100 | 39,951 | 282,941 | SH | SOLE | 234,733 | 0 | 48,208 | ||
| Bio-Techne | COM | 09073M104 | 489,041 | 1,086,131 | SH | SOLE | 899,987 | 0 | 186,144 | ||
| Boston Scientific | COM | 101137107 | 262,799 | 6,145,918 | SH | SOLE | 5,098,165 | 0 | 1,047,753 | ||
| Costar | COM | 22160N109 | 291,989 | 3,525,580 | SH | SOLE | 2,924,470 | 0 | 601,110 | ||
| Dexcom | COM | 252131107 | 52,106 | 122,028 | SH | SOLE | 101,234 | 0 | 20,794 | ||
| Edwards | COM | 28176E108 | 508,075 | 4,905,616 | SH | SOLE | 4,069,236 | 0 | 836,380 | ||
| ICE | COM | 45866F104 | 380,675 | 3,207,034 | SH | SOLE | 2,660,582 | 0 | 546,452 | ||
| Illumina | COM | 452327109 | 484,515 | 1,023,891 | SH | SOLE | 848,386 | 0 | 175,505 | ||
| Intuit | COM | 461202103 | 546,709 | 1,115,345 | SH | SOLE | 925,204 | 0 | 190,141 | ||
| Maravai | COM | 56600D107 | 97,181 | 2,328,804 | SH | SOLE | 1,931,993 | 0 | 396,811 | ||
| MarketAxess | COM | 57060D108 | 606,226 | 1,307,678 | SH | SOLE | 1,084,859 | 0 | 222,819 | ||
| Masimo | COM | 574795100 | 470,121 | 1,939,045 | SH | SOLE | 1,607,066 | 0 | 331,979 | ||
| Mastercard | COM | 57636Q104 | 681,930 | 1,867,842 | SH | SOLE | 1,549,578 | 0 | 318,264 | ||
| Mettler-Toledo | COM | 592688105 | 128,346 | 92,646 | SH | SOLE | 76,866 | 0 | 15,780 | ||
| PayPal | COM | 70450Y103 | 490,034 | 1,681,193 | SH | SOLE | 1,393,046 | 0 | 288,147 | ||
| PTC | COM | 69370C100 | 429,032 | 3,037,179 | SH | SOLE | 2,519,553 | 0 | 517,626 | ||
| ResMed | COM | 761152107 | 330,667 | 1,341,339 | SH | SOLE | 1,112,785 | 0 | 228,554 | ||
| Tradeweb | COM | 892672106 | 485,933 | 5,746,608 | SH | SOLE | 4,762,098 | 0 | 984,510 | ||
| Tyler | COM | 902252105 | 373,475 | 825,597 | SH | SOLE | 684,849 | 0 | 140,748 | ||
| Verisk Analytics | COM | 92345Y106 | 343,233 | 1,964,473 | SH | SOLE | 1,629,570 | 0 | 334,903 | ||
| Workday | COM | 98138H101 | 425,041 | 1,780,350 | SH | SOLE | 1,476,882 | 0 | 303,468 | ||