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
AGILENT TECHNOLOGIES INC COM 00846U101 6,996,230 54,509 SH SOLE 54,509 0 0
ALPHABET INC CAP STK CL A 02079K305 76,621,230 315,184 SH SOLE 315,184 0 0
AMAZON COM INC COM 023135106 69,315,614 315,688 SH SOLE 315,688 0 0
AMPHENOL CORP NEW CL A 032095101 3,487,523 28,182 SH SOLE 28,182 0 0
APPLIED MATLS INC COM 038222105 19,541,614 95,446 SH SOLE 95,446 0 0
AUTODESK INC COM 052769106 1,922,539 6,052 SH SOLE 6,052 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 31,936,615 108,813 SH SOLE 108,813 0 0
AUTOZONE INC COM 053332102 37,818,466 8,815 SH SOLE 8,815 0 0
BOSTON SCIENTIFIC CORP COM 101137107 33,441,887 342,537 SH SOLE 342,537 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 23,468,734 66,813 SH SOLE 66,813 0 0
CARLISLE COS INC COM 142339100 61,525,060 187,029 SH SOLE 187,029 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 45,501,788 762,174 SH SOLE 762,174 0 0
CINTAS CORP COM 172908105 21,598,278 105,224 SH SOLE 105,224 0 0
CULLEN FROST BANKERS INC COM 229899109 23,384,375 184,463 SH SOLE 184,463 0 0
DANAHER CORPORATION COM 235851102 17,500,014 88,268 SH SOLE 88,268 0 0
EBAY INC. COM 278642103 25,918,203 284,972 SH SOLE 284,972 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,410,573 8,477 SH SOLE 8,477 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 49,701,570 1,454,964 SH SOLE 1,454,964 0 0
HUBBELL INC COM 443510607 27,356,958 63,575 SH SOLE 63,575 0 0
ICICI BANK LIMITED ADR 45104G104 70,556,790 2,333,999 SH SOLE 2,333,999 0 0
IDEX CORP COM 45167R104 2,300,775 14,136 SH SOLE 14,136 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 21,131,170 47,249 SH SOLE 47,249 0 0
ITRON INC COM 465741106 2,331,888 18,721 SH SOLE 18,721 0 0
MARSH & MCLENNAN COS INC COM 571748102 21,293,055 105,657 SH SOLE 105,657 0 0
MARVELL TECHNOLOGY INC COM 573874104 13,212,609 157,162 SH SOLE 157,162 0 0
MASTERCARD INCORPORATED CL A 57636Q104 68,971,057 121,255 SH SOLE 121,255 0 0
MICROSOFT CORP COM 594918104 134,751,426 260,163 SH SOLE 260,163 0 0
NVIDIA CORPORATION COM 67066G104 125,582,707 673,077 SH SOLE 673,077 0 0
ORACLE CORP COM 68389X105 75,122,016 267,110 SH SOLE 267,110 0 0
PAYLOCITY HLDG CORP COM 70438V106 29,475,621 185,067 SH SOLE 185,067 0 0
POOL CORP COM 73278L105 34,449,087 111,101 SH SOLE 111,101 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 25,953,677 102,208 SH SOLE 102,208 0 0
REPUBLIC SVCS INC COM 760759100 3,111,290 13,558 SH SOLE 13,558 0 0
S&P GLOBAL INC COM 78409V104 67,052,577 137,767 SH SOLE 137,767 0 0
SALESFORCE INC COM 79466L302 34,925,268 147,364 SH SOLE 147,364 0 0
SERVICENOW INC COM 81762P102 16,825,479 18,283 SH SOLE 18,283 0 0
SMITH A O CORP COM 831865209 39,727,583 541,174 SH SOLE 541,174 0 0
SYNOPSYS INC COM 871607107 3,523,298 7,141 SH SOLE 7,141 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 85,145,467 304,864 SH SOLE 304,864 0 0
TEXAS INSTRS INC COM 882508104 1,932,840 10,520 SH SOLE 10,520 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 90,481,936 186,553 SH SOLE 186,553 0 0
UBER TECHNOLOGIES INC COM 90353T100 39,597,025 404,175 SH SOLE 404,175 0 0
UNITED RENTALS INC COM 911363109 10,661,643 11,168 SH SOLE 11,168 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,077,233 118,961 SH SOLE 118,961 0 0
VERALTO CORP COM SHS 92338C103 3,468,770 32,537 SH SOLE 32,537 0 0
VISA INC COM CL A 92826C839 72,971,341 213,754 SH SOLE 213,754 0 0
WASTE MGMT INC DEL COM 94106L109 4,678,284 21,185 SH SOLE 21,185 0 0
WATERS CORP COM 941848103 1,522,435 5,078 SH SOLE 5,078 0 0
XYLEM INC COM 98419M100 31,270,738 212,005 SH SOLE 212,005 0 0
ZOETIS INC CL A 98978V103 19,697,891 134,622 SH SOLE 134,622 0 0