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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture PLC SHS CLASS A G1151C101   10,541,797 30,414 SH   SOLE   6,799 0 23,615
AIR PRODS & CHEMS INC COM 009158106   8,096,913 33,421 SH   SOLE   8,124 0 25,297
ALPHABET INC CAP STK CL C 02079K107   11,066,714 72,683 SH   SOLE   15,976 0 56,707
AMDOCS LTD SHS G02602103   9,826,299 108,734 SH   SOLE   27,306 0 81,428
AMETEK INC COM 031100100   11,696,275 63,949 SH   SOLE   13,589 0 50,360
Amphenol Corp CL A 032095101   12,791,507 110,893 SH   SOLE   21,704 0 89,189
ANALOG DEVICES INC COM 032654105   10,612,423 53,655 SH   SOLE   12,323 0 41,332
AUTOMATIC DATA PROCESSING IN COM 053015103   10,626,187 42,549 SH   SOLE   9,715 0 32,834
AVERY DENNISON CORP COM 053611109   11,054,007 49,514 SH   SOLE   11,025 0 38,489
BECTON DICKINSON & CO COM 075887109   9,279,876 37,502 SH   SOLE   9,481 0 28,021
BOSTON SCIENTIFIC CORP COM 101137107   11,472,692 167,509 SH   SOLE   36,699 0 130,810
Broadridge Financial Solutions Inc COM 11133T103   11,510,674 56,188 SH   SOLE   12,337 0 43,851
BROWN & BROWN INC COM 115236101   12,164,038 138,954 SH   SOLE   28,896 0 110,058
CACI International Inc CL A 127190304   11,403,162 30,101 SH   SOLE   6,519 0 23,582
CARLISLE COS INC COM 142339100   12,742,578 32,519 SH   SOLE   6,391 0 26,128
Centene Corp COM 15135B101   9,541,520 121,579 SH   SOLE   30,439 0 91,140
DARDEN RESTAURANTS INC COM 237194105   10,506,900 62,859 SH   SOLE   14,272 0 48,587
DECKERS OUTDOOR CORP COM 243537107   12,509,345 13,290 SH   SOLE   2,667 0 10,623
EATON CORP PLC SHS G29183103   12,490,322 39,946 SH   SOLE   7,897 0 32,049
EMCOR GROUP INC COM 29084Q100   16,294,455 46,529 SH   SOLE   7,117 0 39,412
FactSet Research Systems Inc COM 303075105   10,251,042 22,560 SH   SOLE   5,014 0 17,546
FISERV INC COM 337738108   12,685,552 79,374 SH   SOLE   15,860 0 63,514
FRANKLIN ELEC INC COM 353514102   11,062,104 103,568 SH   SOLE   23,357 0 80,211
GALLAGHER ARTHUR J & CO COM 363576109   11,128,530 44,507 SH   SOLE   9,256 0 35,251
GENERAL DYNAMICS CORP COM 369550108   10,596,482 37,511 SH   SOLE   8,754 0 28,757
GENPACT LIMITED SHS G3922B107   7,955,389 241,438 SH   SOLE   66,461 0 174,977
GRACO INC COM 384109104   11,106,786 118,840 SH   SOLE   26,233 0 92,607
GRAINGER W W INC COM 384802104   12,505,669 12,293 SH   SOLE   2,470 0 9,823
Honeywell International Inc COM 438516106   9,829,013 47,888 SH   SOLE   11,746 0 36,142
HUNT J B TRANS SVCS INC COM 445658107   10,153,387 50,958 SH   SOLE   12,192 0 38,766
ICON PLC SHS G4705A100   12,662,291 37,691 SH   SOLE   7,476 0 30,215
INGERSOLL RAND INC COM 45687V106   11,808,933 124,370 SH   SOLE   26,450 0 97,920
INTERCONTINENTAL EXCHANGE IN COM 45866F104   11,500,830 83,685 SH   SOLE   18,224 0 65,461
IQVIA HLDGS INC COM 46266C105   10,892,730 43,073 SH   SOLE   10,123 0 32,950
ITT INC COM 45073V108   12,502,245 91,908 SH   SOLE   18,256 0 73,652
JACOBS SOLUTIONS INC COM 46982L108   11,706,235 76,148 SH   SOLE   16,506 0 59,642
LEIDOS HOLDINGS INC COM 525327102   11,425,804 87,160 SH   SOLE   19,294 0 67,866
MARSH & MCLENNAN COS INC COM 571748102   10,794,800 52,407 SH   SOLE   11,384 0 41,023
MEDTRONIC PLC SHS G5960L103   9,621,273 110,399 SH   SOLE   30,037 0 80,362
Norfolk Southern Corp COM 655844108   3,105,345 12,184 SH   SOLE   10,007 0 2,177
PARKER-HANNIFIN CORP COM 701094104   12,832,092 23,088 SH   SOLE   4,491 0 18,597
PRIMERICA INC COM 74164M108   12,119,567 47,911 SH   SOLE   9,857 0 38,054
RB GLOBAL INC COM 74935Q107   11,237,437 147,531 SH   SOLE   32,864 0 114,667
Republic Services Inc COM 760759100   11,347,256 59,310 SH   SOLE   13,178 0 46,132
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   10,106,541 157,007 SH   SOLE   37,876 0 119,131
STERIS PLC SHS USD G8473T100   10,374,323 46,145 SH   SOLE   11,177 0 34,968
STRYKER CORPORATION COM 863667101   12,029,808 33,615 SH   SOLE   7,125 0 26,490
TELEDYNE TECHNOLOGIES INC COM 879360105   9,890,245 23,037 SH   SOLE   5,627 0 17,410
TEXAS ROADHOUSE INC COM 882681109   13,048,089 84,470 SH   SOLE   16,470 0 68,000
TJX COS INC NEW COM 872540109   11,357,731 111,987 SH   SOLE   24,868 0 87,119
TORO CO COM 891092108   9,068,438 98,968 SH   SOLE   25,617 0 73,351
TRACTOR SUPPLY CO COM 892356106   11,211,561 42,838 SH   SOLE   9,663 0 33,175
ULTA BEAUTY INC COM 90384S303   10,832,505 20,717 SH   SOLE   4,882 0 15,835
UNION PAC CORP COM 907818108   7,259,863 29,520 SH   OTR   0 0 29,520
UNITEDHEALTH GROUP INC COM 91324P102   9,040,155 18,274 SH   SOLE   4,115 0 14,159
VISA INC COM CL A 92826C839   11,095,942 39,759 SH   SOLE   8,649 0 31,110
WATSCO INC COM 942622200   11,194,522 25,915 SH   SOLE   5,807 0 20,108