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 2,294,674 18,440 SH OTR 0 0 18,440
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,403,434 35,386 SH SOLE 31,541 0 3,845
AECOM COM 00766T100 3,639,512 52,142 SH OTR 0 0 52,142
AECOM COM 00766T100 5,694,982 81,590 SH SOLE 70,710 0 10,880
AIR PRODUCTS AND CHEMICALS I COM 009158106 3,793,456 12,939 SH OTR 0 0 12,939
AIR PRODUCTS AND CHEMICALS I COM 009158106 6,527,662 22,265 SH SOLE 19,280 0 2,985
ALCON AG ORD SHS H01301128 3,274,077 48,794 SH OTR 0 0 48,794
ALCON AG ORD SHS H01301128 6,816,220 101,583 SH SOLE 92,188 0 9,395
ALPHABET INC CAP STK CL C 02079K107 4,467,505 12,644 SH OTR 0 0 12,644
ALPHABET INC CAP STK CL C 02079K107 5,915,097 16,741 SH SOLE 14,492 0 2,249
AMDOCS LTD SHS G02602103 2,751,606 53,838 SH OTR 0 0 53,838
AMDOCS LTD SHS G02602103 5,241,597 103,559 SH SOLE 89,371 0 14,188
AMETEK INC COM 031100100 4,711,298 19,473 SH OTR 0 0 19,473
AMETEK INC COM 031100100 6,860,934 28,358 SH SOLE 24,581 0 3,777
AUTOMATIC DATA PROCESSING IN COM 053015103 3,585,129 15,887 SH OTR 0 0 15,887
AUTOMATIC DATA PROCESSING IN COM 053015103 7,021,532 31,323 SH SOLE 27,129 0 4,194
BOSTON SCIENTIFIC CORP COM 101137107 3,158,533 74,005 SH OTR 0 0 74,005
BOSTON SCIENTIFIC CORP COM 101137107 5,116,351 119,877 SH SOLE 105,288 0 14,589
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,099,689 22,473 SH OTR 0 0 22,473
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,024,514 43,953 SH SOLE 38,307 0 5,646
BROWN & BROWN INC COM 115236101 3,623,641 56,487 SH OTR 0 0 56,487
BROWN & BROWN INC COM 115236101 7,490,029 116,758 SH SOLE 101,633 0 15,125
CACI INTL INC CL A 127190304 3,615,281 7,804 SH OTR 0 0 7,804
CACI INTL INC CL A 127190304 6,315,161 13,632 SH SOLE 11,906 0 1,726
CARLISLE COS INC COM 142339100 4,196,292 11,568 SH OTR 0 0 11,568
CARLISLE COS INC COM 142339100 6,609,312 18,220 SH SOLE 15,847 0 2,373
CENTENE CORP DEL COM 15135B101 2,138,618 33,317 SH OTR 0 0 33,317
CENTENE CORP DEL COM 15135B101 7,693,428 119,854 SH SOLE 105,190 0 14,664
CURTISS WRIGHT CORP COM 231561101 5,049,945 6,662 SH OTR 0 0 6,662
CURTISS WRIGHT CORP COM 231561101 6,890,602 9,093 SH SOLE 7,933 0 1,160
DARDEN RESTAURANTS INC COM 237194105 4,291,394 20,831 SH OTR 0 0 20,831
DARDEN RESTAURANTS INC COM 237194105 6,963,778 33,803 SH SOLE 29,250 0 4,553
DECKERS OUTDOOR CORP COM 243537107 4,016,082 40,448 SH OTR 0 0 40,448
DECKERS OUTDOOR CORP COM 243537107 6,515,509 65,621 SH SOLE 57,434 0 8,187
EATON CORP PLC SHS G29183103 4,981,343 11,690 SH OTR 0 0 11,690
EATON CORP PLC SHS G29183103 7,036,519 16,513 SH SOLE 14,337 0 2,176
EMCOR GROUP INC COM 29084Q100 4,694,631 5,657 SH OTR 0 0 5,657
EMCOR GROUP INC COM 29084Q100 5,983,435 7,210 SH SOLE 6,187 0 1,023
EQUIFAX INC COM 294429105 1,861,309 11,727 SH OTR 0 0 11,727
EQUIFAX INC COM 294429105 5,997,870 37,789 SH SOLE 32,739 0 5,050
FACTSET RESH SYS INC COM 303075105 3,583,266 15,574 SH OTR 0 0 15,574
FACTSET RESH SYS INC COM 303075105 6,523,918 28,355 SH SOLE 25,487 0 2,868
FISERV INC COM 337738108 3,166,079 64,548 SH OTR 0 0 64,548
FISERV INC COM 337738108 5,603,913 114,249 SH SOLE 102,543 0 11,706
FRANKLIN ELEC INC COM 353514102 4,264,340 39,783 SH OTR 0 0 39,783
FRANKLIN ELEC INC COM 353514102 7,144,862 66,656 SH SOLE 57,648 0 9,008
FTI CONSULTING INC COM 302941109 3,487,877 23,407 SH OTR 0 0 23,407
FTI CONSULTING INC COM 302941109 5,754,617 38,619 SH SOLE 34,484 0 4,135
GALLAGHER ARTHUR J & CO COM 363576109 3,757,831 16,369 SH OTR 0 0 16,369
GALLAGHER ARTHUR J & CO COM 363576109 7,673,837 33,427 SH SOLE 28,982 0 4,445
GENERAL DYNAMICS CORP COM 369550108 4,465,195 12,605 SH OTR 0 0 12,605
GENERAL DYNAMICS CORP COM 369550108 6,763,504 19,093 SH SOLE 16,552 0 2,541
GRACO INC COM 384109104 3,525,392 46,626 SH OTR 0 0 46,626
GRACO INC COM 384109104 6,351,240 84,000 SH SOLE 73,348 0 10,652
HONEYWELL AEROSPACE INC COM 43849R105 1,907,478 8,628 SH OTR 0 0 8,628
HONEYWELL AEROSPACE INC COM 43849R105 3,395,457 15,359 SH SOLE 13,483 0 1,876
HONEYWELL INTL INC COM 438516205 1,979,168 8,628 SH OTR 0 0 8,628
HONEYWELL INTL INC COM 438516205 3,460,263 15,455 SH SOLE 13,483 0 1,972
INGERSOLL RAND INC COM 45687V106 3,973,563 48,464 SH OTR 0 0 48,464
INGERSOLL RAND INC COM 45687V106 7,033,430 85,784 SH SOLE 74,629 0 11,155
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,233,853 26,268 SH OTR 0 0 26,268
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,255,197 42,687 SH SOLE 36,554 0 6,133
INTUIT COM 461202103 1,268,982 4,862 SH OTR 0 0 4,862
INTUIT COM 461202103 4,181,481 16,021 SH SOLE 14,133 0 1,888
IQVIA HLDGS INC COM 46266C105 4,177,803 21,622 SH OTR 0 0 21,622
IQVIA HLDGS INC COM 46266C105 7,158,994 37,051 SH SOLE 32,122 0 4,929
ITT INC COM 45073V108 4,583,414 23,131 SH OTR 0 0 23,131
ITT INC COM 45073V108 6,336,471 32,033 SH SOLE 27,628 0 4,405
JACOBS SOLUTIONS INC COM 46982L108 3,876,012 30,762 SH OTR 0 0 30,762
JACOBS SOLUTIONS INC COM 46982L108 6,962,004 55,254 SH SOLE 47,913 0 7,341
LEIDOS HOLDINGS INC COM 525327102 2,979,643 28,937 SH OTR 0 0 28,937
LEIDOS HOLDINGS INC COM 525327102 5,241,173 50,900 SH SOLE 43,867 0 7,033
MARSH & MCLENNAN COS INC COM 571748102 3,646,073 21,876 SH OTR 0 0 21,876
MARSH & MCLENNAN COS INC COM 571748102 6,696,307 40,177 SH SOLE 34,989 0 5,188
NVENT ELEC PLC SHS G6700G107 5,699,914 33,606 SH OTR 0 0 33,606
NVENT ELEC PLC SHS G6700G107 6,681,108 39,391 SH SOLE 33,895 0 5,496
PARKER-HANNIFIN CORP COM 701094104 2,677,114 2,737 SH OTR 0 0 2,737
PARKER-HANNIFIN CORP COM 701094104 37,169 38 SH SOLE 0 0 38
PRIMERICA INC COM 74164M108 4,222,644 14,858 SH OTR 0 0 14,858
PRIMERICA INC COM 74164M108 6,924,533 24,365 SH SOLE 21,069 0 3,296
RB GLOBAL INC COM 74935Q107 4,748,947 40,781 SH OTR 0 0 40,781
RB GLOBAL INC COM 74935Q107 7,389,451 63,456 SH SOLE 55,122 0 8,334
REPUBLIC SVCS INC COM 760759100 3,994,185 18,745 SH OTR 0 0 18,745
REPUBLIC SVCS INC COM 760759100 7,050,817 33,090 SH SOLE 28,700 0 4,390
RESMED INC COM 761152107 1,857,791 9,533 SH OTR 0 0 9,533
RESMED INC COM 761152107 6,192,312 31,775 SH SOLE 27,756 0 4,019
ROPER TECHNOLOGIES INC COM 776696106 3,643,784 10,768 SH OTR 0 0 10,768
ROPER TECHNOLOGIES INC COM 776696106 6,269,351 18,527 SH SOLE 16,519 0 2,008
SAIA INC COM 78709Y105 4,164,851 9,889 SH OTR 0 0 9,889
SAIA INC COM 78709Y105 6,211,268 14,748 SH SOLE 12,749 0 1,999
SERVICENOW INC COM 81762P102 3,390,412 34,150 SH OTR 0 0 34,150
SERVICENOW INC COM 81762P102 7,070,821 71,221 SH SOLE 63,459 0 7,762
SS&C TECH HLDGS COM 78467J100 3,237,769 52,180 SH OTR 0 0 52,180
SS&C TECH HLDGS COM 78467J100 5,958,475 96,027 SH SOLE 82,566 0 13,461
STERIS PLC SHS USD G8473T100 3,528,521 16,757 SH OTR 0 0 16,757
STERIS PLC SHS USD G8473T100 6,649,380 31,578 SH SOLE 27,526 0 4,052
STRYKER CORPORATION COM 863667101 3,757,699 11,902 SH OTR 0 0 11,902
STRYKER CORPORATION COM 863667101 7,168,654 22,762 SH SOLE 20,082 0 2,680
TELEDYNE TECHNOLOGIES INC COM 879360105 4,548,925 6,821 SH OTR 0 0 6,821
TELEDYNE TECHNOLOGIES INC COM 879360105 7,099,151 10,645 SH SOLE 9,191 0 1,454
TEXAS ROADHOUSE INC COM 882681109 4,538,973 23,490 SH OTR 0 0 23,490
TEXAS ROADHOUSE INC COM 882681109 7,072,025 36,599 SH SOLE 31,412 0 5,187
THE CIGNA GROUP COM 125523100 3,776,265 13,698 SH OTR 0 0 13,698
THE CIGNA GROUP COM 125523100 6,381,716 23,149 SH SOLE 20,088 0 3,061
TJX COS INC NEW COM 872540109 4,529,547 29,898 SH OTR 0 0 29,898
TJX COS INC NEW COM 872540109 6,536,784 43,147 SH SOLE 37,271 0 5,876
TRACTOR SUPPLY CO COM 892356106 3,116,872 98,604 SH OTR 0 0 98,604
TRACTOR SUPPLY CO COM 892356106 6,794,190 214,938 SH SOLE 186,990 0 27,948
UBER TECHNOLOGIES INC COM 90353T100 1,868,872 25,899 SH OTR 0 0 25,899
UBER TECHNOLOGIES INC COM 90353T100 6,245,881 86,556 SH SOLE 76,386 0 10,170
VISA INC COM CL A 92826C839 4,214,861 12,285 SH OTR 0 0 12,285
VISA INC COM CL A 92826C839 7,137,302 20,803 SH SOLE 18,008 0 2,795
WATSCO INC COM 942622200 3,914,345 9,393 SH OTR 0 0 9,393
WATSCO INC COM 942622200 6,636,026 15,924 SH SOLE 13,676 0 2,248
WW GRAINGER INC COM 384802104 4,791,329 3,522 SH OTR 0 0 3,522
WW GRAINGER INC COM 384802104 7,418,262 5,453 SH SOLE 4,739 0 714
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3,900,987 14,818 SH OTR 0 0 14,818
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 7,710,886 29,290 SH SOLE 26,007 0 3,283