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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC COM 02079K305 483,697,270 1,682,045 SH SOLE 0 0 1,682,045
AMAZON.COM INC COM 023135106 245,577,052 1,179,100 SH SOLE 0 0 1,179,100
AMPHENOL CORP COM 032095101 246,607,053 1,951,700 SH SOLE 0 0 1,951,700
APPLE INC COM 037833100 185,645,508 731,680 SH SOLE 0 0 731,680
AUTODESK INC COM 052769106 180,623,527 754,500 SH SOLE 0 0 754,500
AUTOMATIC DATA PROCESSING INC COM 053015103 146,548,044 721,272 SH SOLE 0 0 721,272
AUTOZONE INC COM 053332102 188,718,053 55,897 SH SOLE 0 0 55,897
BOOKING HOLDINGS INC COM 09857L108 184,301,889 43,796 SH SOLE 0 0 43,796
BROWN & BROWN INC COM 115236101 26,477,290 406,000 SH SOLE 0 0 406,000
CADENCE DESIGN SYSTEMS INC COM 127387108 185,682,560 668,500 SH SOLE 0 0 668,500
CDW CORP/DE COM 12514G108 30,159,017 249,176 SH SOLE 0 0 249,176
CORE & MAIN INC COM 21874C102 19,920,290 403,000 SH SOLE 0 0 403,000
COSTCO WHOLESALE CORP COM 22160K105 147,955,747 148,500 SH SOLE 0 0 148,500
HEICO CORP COM 422806208 258,898,876 1,414,810 SH SOLE 0 0 1,414,810
IDEXX LABORATORIES INC COM 45168D104 32,654,605 58,126 SH SOLE 0 0 58,126
INTUIT INC COM 461202103 129,391,147 299,281 SH SOLE 0 0 299,281
JACK HENRY & ASSOCIATES INC COM 426281101 33,386,199 211,285 SH SOLE 0 0 211,285
KLA CORP COM 482480100 251,994,416 171,200 SH SOLE 0 0 171,200
MANHATTAN ASSOCIATES INC COM 562750109 18,430,195 138,500 SH SOLE 0 0 138,500
MEDPACE HOLDINGS INC COM 58506Q109 18,256,720 38,000 SH SOLE 0 0 38,000
MICROSOFT CORP COM 594918104 333,814,898 901,849 SH SOLE 0 0 901,849
MOODY'S CORP COM 615369105 197,116,205 451,568 SH SOLE 0 0 451,568
MSCI INC COM 55354G100 39,570,359 73,379 SH SOLE 0 0 73,379
NIKE INC COM 654106103 97,725,519 1,849,461 SH SOLE 0 0 1,849,461
ROLLINS INC COM 775711104 22,152,215 414,719 SH SOLE 0 0 414,719
SPS COMMERCE INC COM 78463M107 10,320,292 185,500 SH SOLE 0 0 185,500
TEXAS INSTRUMENTS INC COM 882508104 176,272,143 908,081 SH SOLE 0 0 908,081
THERMO FISHER SCIENTIFIC INC COM 883556102 168,057,353 341,705 SH SOLE 0 0 341,705
TYLER TECHNOLOGIES INC COM 902252105 158,538,522 463,292 SH SOLE 0 0 463,292
VEEVA SYSTEMS INC COM 922475108 27,489,225 156,500 SH SOLE 0 0 156,500
VISA INC COM 92826C839 352,468,160 1,166,360 SH SOLE 0 0 1,166,360
WEST PHARMACEUTICAL SERVICES I COM 955306105 30,324,561 120,880 SH SOLE 0 0 120,880