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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,718,162 23,794 SH OTR 0 0 23,794
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,057,934 35,594 SH SOLE 31,604 0 3,990
AIR PRODUCTS AND CHEMICALS I COM 009158106 6,710,464 23,101 SH OTR 0 0 23,101
AIR PRODUCTS AND CHEMICALS I COM 009158106 8,220,877 28,300 SH SOLE 24,873 0 3,427
ALCON AG ORD SHS H01301128 5,500,324 72,997 SH OTR 0 0 72,997
ALCON AG ORD SHS H01301128 7,390,478 98,082 SH SOLE 86,138 0 11,944
ALPHABET INC CAP STK CL C 02079K107 6,848,424 23,874 SH OTR 0 0 23,874
ALPHABET INC CAP STK CL C 02079K107 7,413,896 25,845 SH SOLE 22,961 0 2,884
AMDOCS LTD SHS G02602103 5,032,103 76,443 SH OTR 0 0 76,443
AMDOCS LTD SHS G02602103 7,635,922 116,897 SH SOLE 103,629 0 13,268
AMETEK INC COM 031100100 7,138,027 33,299 SH OTR 0 0 33,299
AMETEK INC COM 031100100 7,298,315 34,047 SH SOLE 29,720 0 4,327
AUTOMATIC DATA PROCESSING IN COM 053015103 5,115,090 24,966 SH OTR 0 0 24,966
AUTOMATIC DATA PROCESSING IN COM 053015103 7,599,834 37,368 SH SOLE 32,828 0 4,540
BECTON DICKINSON & CO COM 075887109 5,194,093 33,035 SH OTR 0 0 33,035
BECTON DICKINSON & CO COM 075887109 6,954,283 44,230 SH SOLE 39,193 0 5,037
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,166,493 31,608 SH OTR 0 0 31,608
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,355,866 45,241 SH SOLE 39,770 0 5,471
BROWN & BROWN INC COM 115236101 5,270,941 80,830 SH OTR 0 0 80,830
BROWN & BROWN INC COM 115236101 7,359,930 112,865 SH SOLE 99,471 0 13,394
CACI INTL INC CL A 127190304 6,498,431 11,949 SH OTR 0 0 11,949
CACI INTL INC CL A 127190304 7,507,581 13,804 SH SOLE 12,151 0 1,653
CARLISLE COS INC COM 142339100 6,203,831 18,596 SH OTR 0 0 18,596
CARLISLE COS INC COM 142339100 6,468,898 19,390 SH SOLE 17,052 0 2,338
CURTISS WRIGHT CORP COM 231561101 8,063,554 11,835 SH OTR 0 0 11,835
CURTISS WRIGHT CORP COM 231561101 7,822,311 11,484 SH SOLE 10,055 0 1,429
DARDEN RESTAURANTS INC COM 237194105 6,559,596 33,461 SH OTR 0 0 33,461
DARDEN RESTAURANTS INC COM 237194105 7,187,239 36,662 SH SOLE 31,795 0 4,867
DECKERS OUTDOOR CORP COM 243537107 6,392,048 63,863 SH OTR 0 0 63,863
DECKERS OUTDOOR CORP COM 243537107 6,794,409 67,883 SH SOLE 59,493 0 8,390
EATON CORP PLC SHS G29183103 7,491,130 20,944 SH OTR 0 0 20,944
EATON CORP PLC SHS G29183103 7,251,402 20,274 SH SOLE 17,792 0 2,482
EMCOR GROUP INC COM 29084Q100 7,994,790 10,829 SH OTR 0 0 10,829
EMCOR GROUP INC COM 29084Q100 7,333,634 9,933 SH SOLE 8,663 0 1,270
FACTSET RESH SYS INC COM 303075105 5,177,815 23,862 SH OTR 0 0 23,862
FACTSET RESH SYS INC COM 303075105 6,368,657 29,350 SH SOLE 25,642 0 3,708
FISERV INC COM 337738108 5,573,137 99,877 SH OTR 0 0 99,877
FISERV INC COM 337738108 6,963,728 124,798 SH SOLE 109,909 0 14,889
FRANKLIN ELEC INC COM 353514102 6,222,650 67,513 SH OTR 0 0 67,513
FRANKLIN ELEC INC COM 353514102 7,667,442 83,188 SH SOLE 73,785 0 9,403
FTI CONSULTING INC COM 302941109 6,560,819 37,115 SH OTR 0 0 37,115
FTI CONSULTING INC COM 302941109 8,615,946 48,741 SH SOLE 43,186 0 5,555
GALLAGHER ARTHUR J & CO COM 363576109 5,539,683 25,578 SH OTR 0 0 25,578
GALLAGHER ARTHUR J & CO COM 363576109 7,996,784 36,923 SH SOLE 32,296 0 4,627
GENERAL DYNAMICS CORP COM 369550108 6,918,286 20,157 SH OTR 0 0 20,157
GENERAL DYNAMICS CORP COM 369550108 7,852,873 22,880 SH SOLE 20,084 0 2,796
GRACO INC COM 384109104 6,267,338 74,038 SH OTR 0 0 74,038
GRACO INC COM 384109104 7,111,532 84,011 SH SOLE 73,484 0 10,527
HONEYWELL INTL INC COM 438516106 6,706,367 29,670 SH OTR 0 0 29,670
HONEYWELL INTL INC COM 438516106 7,360,893 32,566 SH SOLE 28,490 0 4,076
ICON PLC SHS G4705A100 5,548,880 50,144 SH OTR 0 0 50,144
ICON PLC SHS G4705A100 6,473,942 58,503 SH SOLE 50,781 0 7,722
INGERSOLL RAND INC COM 45687V106 5,999,125 74,877 SH OTR 0 0 74,877
INGERSOLL RAND INC COM 45687V106 6,403,832 79,928 SH SOLE 70,021 0 9,907
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,559,598 41,707 SH OTR 0 0 41,707
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,075,856 51,347 SH SOLE 45,137 0 6,210
INTUIT COM 461202103 5,112,893 11,825 SH OTR 0 0 11,825
INTUIT COM 461202103 8,940,754 20,678 SH SOLE 18,336 0 2,342
IQVIA HLDGS INC COM 46266C105 5,433,959 31,863 SH OTR 0 0 31,863
IQVIA HLDGS INC COM 46266C105 8,140,386 47,733 SH SOLE 42,359 0 5,374
ITT INC COM 45073V108 7,791,836 40,812 SH OTR 0 0 40,812
ITT INC COM 45073V108 7,329,374 38,459 SH SOLE 33,687 0 4,772
JACOBS SOLUTIONS INC COM 46982L108 6,083,793 47,799 SH OTR 0 0 47,799
JACOBS SOLUTIONS INC COM 46982L108 7,425,261 58,338 SH SOLE 51,331 0 7,007
LEIDOS HOLDINGS INC COM 525327102 6,299,765 40,508 SH OTR 0 0 40,508
LEIDOS HOLDINGS INC COM 525327102 7,312,706 47,021 SH SOLE 41,461 0 5,560
MARSH & MCLENNAN COS INC COM 571748102 5,908,271 34,063 SH OTR 0 0 34,063
MARSH & MCLENNAN COS INC COM 571748102 7,694,941 44,364 SH SOLE 39,316 0 5,048
NORFOLK SOUTHN CORP COM 655844108 7,221,217 25,161 SH SOLE 21,930 0 3,231
NVENT ELEC PLC SHS G6700G107 8,027,693 67,870 SH OTR 0 0 67,870
NVENT ELEC PLC SHS G6700G107 8,145,352 68,865 SH SOLE 59,814 0 9,051
PARKER-HANNIFIN CORP COM 701094104 7,381,701 8,246 SH OTR 0 0 8,246
PARKER-HANNIFIN CORP COM 701094104 7,003,483 7,823 SH SOLE 6,849 0 974
PRIMERICA INC COM 74164M108 6,463,511 25,805 SH OTR 0 0 25,805
PRIMERICA INC COM 74164M108 7,733,820 30,876 SH SOLE 27,096 0 3,780
RB GLOBAL INC COM 74935Q107 6,366,645 66,423 SH OTR 0 0 66,423
RB GLOBAL INC COM 74935Q107 7,332,046 76,495 SH SOLE 67,653 0 8,842
REPUBLIC SVCS INC COM 760759100 6,826,415 31,168 SH OTR 0 0 31,168
REPUBLIC SVCS INC COM 760759100 7,720,236 35,249 SH SOLE 30,781 0 4,468
RESMED INC COM 761152107 6,098,111 27,166 SH OTR 0 0 27,166
RESMED INC COM 761152107 6,876,047 30,631 SH SOLE 26,961 0 3,670
ROPER TECHNOLOGIES INC COM 776696106 5,932,463 16,765 SH OTR 0 0 16,765
ROPER TECHNOLOGIES INC COM 776696106 8,808,283 24,892 SH SOLE 22,042 0 2,850
SAIA INC COM 78709Y105 6,677,833 19,010 SH OTR 0 0 19,010
SAIA INC COM 78709Y105 7,234,963 20,596 SH SOLE 17,938 0 2,658
SS&C TECH HLDGS COM 78467J100 5,464,453 80,871 SH OTR 0 0 80,871
SS&C TECH HLDGS COM 78467J100 7,433,849 110,017 SH SOLE 96,902 0 13,115
STERIS PLC SHS USD G8473T100 5,840,486 26,412 SH OTR 0 0 26,412
STERIS PLC SHS USD G8473T100 7,055,816 31,908 SH SOLE 27,923 0 3,985
STRYKER CORPORATION COM 863667101 6,169,960 18,727 SH OTR 0 0 18,727
STRYKER CORPORATION COM 863667101 6,977,745 21,229 SH SOLE 18,734 0 2,495
TELEDYNE TECHNOLOGIES INC COM 879360105 7,064,248 11,676 SH OTR 0 0 11,676
TELEDYNE TECHNOLOGIES INC COM 879360105 7,393,827 12,221 SH SOLE 10,648 0 1,573
TEXAS ROADHOUSE INC COM 882681109 6,326,926 38,313 SH OTR 0 0 38,313
TEXAS ROADHOUSE INC COM 882681109 7,144,947 43,266 SH SOLE 37,658 0 5,608
THE CIGNA GROUP COM 125523100 6,086,435 22,817 SH OTR 0 0 22,817
THE CIGNA GROUP COM 125523100 7,222,257 27,075 SH SOLE 23,798 0 3,277
TJX COS INC NEW COM 872540109 8,059,899 50,469 SH OTR 0 0 50,469
TJX COS INC NEW COM 872540109 8,228,875 51,527 SH SOLE 44,829 0 6,698
TRACTOR SUPPLY CO COM 892356106 5,548,797 122,490 SH OTR 0 0 122,490
TRACTOR SUPPLY CO COM 892356106 6,838,352 150,957 SH SOLE 132,724 0 18,233
UNION PAC CORP COM 907818108 6,676,720 27,519 SH OTR 0 0 27,519
VISA INC COM CL A 92826C839 6,266,493 20,734 SH OTR 0 0 20,734
VISA INC COM CL A 92826C839 7,441,753 24,622 SH SOLE 21,668 0 2,954
WATSCO INC COM 942622200 5,866,478 16,126 SH OTR 0 0 16,126
WATSCO INC COM 942622200 6,779,242 18,635 SH SOLE 16,127 0 2,508
WW GRAINGER INC COM 384802104 7,218,708 6,618 SH OTR 0 0 6,618
WW GRAINGER INC COM 384802104 7,664,031 7,026 SH SOLE 6,114 0 912