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
Expires: July 31, 2015
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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
Adobe COM 00724F101 112,258,847 292,699 SH SOLE 292,699 0 0
Ansys COM 03662Q105 158,753,890 501,497 SH SOLE 501,497 0 0
BioTechne COM 09073M104 55,757,599 951,008 SH SOLE 951,008 0 0
Costar COM 22160N109 49,581,183 625,788 SH SOLE 625,788 0 0
Edwards COM 28176E108 170,570,663 2,353,348 SH SOLE 2,353,348 0 0
Illumina COM 452327109 45,772,119 576,911 SH SOLE 576,911 0 0
Insulet COM 45784P101 39,985,786 152,263 SH SOLE 152,263 0 0
ICE COM 45866F104 115,490,130 669,508 SH SOLE 669,508 0 0
Intuit COM 461202103 136,644,702 222,552 SH SOLE 222,552 0 0
KLA Corp COM 482480100 53,911,539 79,305 SH SOLE 79,305 0 0
Mastercard COM 57636Q104 198,374,494 361,918 SH SOLE 361,918 0 0
Mettler-Toledo COM 592688105 67,120,563 56,838 SH SOLE 56,838 0 0
MSCI INC COM 55354G100 99,808,488 176,496 SH SOLE 176,496 0 0
PTC COM 69370C100 126,005,495 813,201 SH SOLE 813,201 0 0
S&P Global COM 78409V104 59,368,944 116,845 SH SOLE 116,845 0 0
Synopsys COM 871607107 37,462,192 87,355 SH SOLE 87,355 0 0
Thermo Fisher COM 883556102 110,897,624 222,865 SH SOLE 222,865 0 0
Tradeweb COM 892672106 101,494,827 683,651 SH SOLE 683,651 0 0
Tyler COM 902252105 78,452,185 134,939 SH SOLE 134,939 0 0
Veeva COM 922475108 98,030,217 423,219 SH SOLE 423,219 0 0
Workday COM 98138H101 148,470,200 635,765 SH SOLE 635,765 0 0
Zoetis COM 98978V103 117,913,439 716,146 SH SOLE 716,146 0 0