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 6,367,447 47,398 SH SOLE 47,398 0 0
ALPHABET INC CAP STK CL A 02079K305 81,530,753 430,696 SH SOLE 430,696 0 0
AMAZON COM INC COM 023135106 77,003,477 350,989 SH SOLE 350,989 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,853,158 14,886 SH SOLE 14,886 0 0
ANALOG DEVICES INC COM 032654105 26,584,695 125,128 SH SOLE 125,128 0 0
ANSYS INC COM 03662Q105 3,455,609 10,244 SH SOLE 10,244 0 0
APPLIED MATLS INC COM 038222105 24,551,601 150,966 SH SOLE 150,966 0 0
AUTODESK INC COM 052769106 3,142,500 10,632 SH SOLE 10,632 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 34,964,842 119,444 SH SOLE 119,444 0 0
AUTOZONE INC COM 053332102 72,461,260 22,630 SH SOLE 22,630 0 0
BOSTON SCIENTIFIC CORP COM 101137107 37,607,025 421,037 SH SOLE 421,037 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 28,934,899 96,302 SH SOLE 96,302 0 0
CARLISLE COS INC COM 142339100 58,390,323 158,308 SH SOLE 158,308 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 67,042,788 982,168 SH SOLE 982,168 0 0
CINTAS CORP COM 172908105 21,310,311 116,641 SH SOLE 116,641 0 0
COGNEX CORP COM 192422103 2,598,272 72,456 SH SOLE 72,456 0 0
COOPER COS INC COM 216648501 16,436,165 178,790 SH SOLE 178,790 0 0
DANAHER CORPORATION COM 235851102 19,591,633 85,348 SH SOLE 85,348 0 0
DEERE & CO COM 244199105 33,091,817 78,102 SH SOLE 78,102 0 0
ELEVANCE HEALTH INC COM 036752103 33,336,755 90,368 SH SOLE 90,368 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,947,668 14,012 SH SOLE 14,012 0 0
FISERV INC COM 337738108 67,685,890 329,500 SH SOLE 329,500 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 53,522,215 838,118 SH SOLE 838,118 0 0
HUBBELL INC COM 443510607 23,456,583 55,997 SH SOLE 55,997 0 0
ICICI BANK LIMITED ADR 45104G104 69,805,185 2,337,749 SH SOLE 2,337,749 0 0
IDEX CORP COM 45167R104 2,807,416 13,414 SH SOLE 13,414 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,608,762 18,409 SH SOLE 18,409 0 0
JOHNSON & JOHNSON COM 478160104 205,216 1,419 SH SOLE 1,419 0 0
KENVUE INC COM 49177J102 32,204,511 1,508,408 SH SOLE 1,508,408 0 0
MARSH & MCLENNAN COS INC COM 571748102 30,808,371 145,042 SH SOLE 145,042 0 0
MASTERCARD INCORPORATED CL A 57636Q104 75,949,824 144,235 SH SOLE 144,235 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,437,317 2,809 SH SOLE 2,809 0 0
MICROSOFT CORP COM 594918104 126,636,725 300,443 SH SOLE 300,443 0 0
NORFOLK SOUTHN CORP COM 655844108 296,661 1,264 SH SOLE 1,264 0 0
NVIDIA CORPORATION COM 67066G104 111,105,100 827,352 SH SOLE 827,352 0 0
ORACLE CORP COM 68389X105 28,525,768 171,182 SH SOLE 171,182 0 0
PAYLOCITY HLDG CORP COM 70438V106 34,592,087 173,420 SH SOLE 173,420 0 0
POOL CORP COM 73278L105 32,929,349 96,584 SH SOLE 96,584 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 29,403,619 118,177 SH SOLE 118,177 0 0
REPUBLIC SVCS INC COM 760759100 2,837,644 14,105 SH SOLE 14,105 0 0
S&P GLOBAL INC COM 78409V104 35,135,020 70,548 SH SOLE 70,548 0 0
SERVICE CORP INTL COM 817565104 32,257,497 404,128 SH SOLE 404,128 0 0
SYNOPSYS INC COM 871607107 3,678,543 7,579 SH SOLE 7,579 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 39,297,153 198,983 SH SOLE 198,983 0 0
TEXAS INSTRS INC COM 882508104 3,795,765 20,243 SH SOLE 20,243 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 103,904,497 199,728 SH SOLE 199,728 0 0
UNION PAC CORP COM 907818108 3,406,690 14,939 SH SOLE 14,939 0 0
UNITED RENTALS INC COM 911363109 8,375,087 11,889 SH SOLE 11,889 0 0
UNITEDHEALTH GROUP INC COM 91324P102 60,128,037 118,863 SH SOLE 118,863 0 0
VERALTO CORP COM SHS 92338C103 2,954,669 29,010 SH SOLE 29,010 0 0
VISA INC COM CL A 92826C839 98,807,378 312,642 SH SOLE 312,642 0 0
VOYA FINANCIAL INC COM 929089100 14,770,987 214,601 SH SOLE 214,601 0 0
WASTE MGMT INC DEL COM 94106L109 5,965,720 29,564 SH SOLE 29,564 0 0
WATERS CORP COM 941848103 4,894,710 13,194 SH SOLE 13,194 0 0
WATSCO INC COM 942622200 31,095,714 65,618 SH SOLE 65,618 0 0
XYLEM INC COM 98419M100 17,357,984 149,612 SH SOLE 149,612 0 0