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
AAON INC COM PAR $0.004 000360206 1,405,135 18,428 SH SOLE 18,428 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,032,370 51,682 SH SOLE 51,682 0 0
ALPHABET INC CAP STK CL A 02079K305 68,716,020 219,540 SH SOLE 219,540 0 0
AMAZON COM INC COM 023135106 79,090,473 342,650 SH SOLE 342,650 0 0
AMPHENOL CORP NEW CL A 032095101 3,771,487 27,908 SH SOLE 27,908 0 0
APPLIED MATLS INC COM 038222105 15,114,610 58,814 SH SOLE 58,814 0 0
AUTODESK INC COM 052769106 1,791,453 6,052 SH SOLE 6,052 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 35,184,948 136,784 SH SOLE 136,784 0 0
AUTOZONE INC COM 053332102 30,509,934 8,996 SH SOLE 8,996 0 0
BOSTON SCIENTIFIC CORP COM 101137107 32,080,698 336,452 SH SOLE 336,452 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 19,878,213 63,594 SH SOLE 63,594 0 0
CARLISLE COS INC COM 142339100 71,122,150 222,354 SH SOLE 222,354 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 36,462,136 690,048 SH SOLE 690,048 0 0
CINTAS CORP COM 172908105 19,826,716 105,422 SH SOLE 105,422 0 0
CITIZENS FINL GROUP INC COM 174610105 17,774,572 304,307 SH SOLE 304,307 0 0
CULLEN FROST BANKERS INC COM 229899109 20,048,821 158,326 SH SOLE 158,326 0 0
CUMMINS INC COM 231021106 36,020,415 70,566 SH SOLE 70,566 0 0
DANAHER CORPORATION COM 235851102 16,147,559 70,538 SH SOLE 70,538 0 0
EBAY INC. COM 278642103 26,203,774 300,847 SH SOLE 300,847 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,603,031 9,651 SH SOLE 9,651 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 45,787,214 1,253,071 SH SOLE 1,253,071 0 0
HUBBELL INC COM 443510607 24,846,622 55,947 SH SOLE 55,947 0 0
ICICI BANK LIMITED ADR 45104G104 62,482,316 2,096,722 SH SOLE 2,096,722 0 0
IDEX CORP COM 45167R104 2,579,952 14,499 SH SOLE 14,499 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 23,979,116 42,339 SH SOLE 42,339 0 0
ITRON INC COM 465741106 1,748,554 18,830 SH SOLE 18,830 0 0
MARSH & MCLENNAN COS INC COM 571748102 18,393,195 99,144 SH SOLE 99,144 0 0
MARVELL TECHNOLOGY INC COM 573874104 15,025,399 176,811 SH SOLE 176,811 0 0
MASTERCARD INCORPORATED CL A 57636Q104 65,276,703 114,344 SH SOLE 114,344 0 0
MICROSOFT CORP COM 594918104 136,211,573 281,650 SH SOLE 281,650 0 0
NVIDIA CORPORATION COM 67066G104 114,146,020 612,043 SH SOLE 612,043 0 0
POOL CORP COM 73278L105 24,884,569 108,785 SH SOLE 108,785 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 18,622,914 66,236 SH SOLE 66,236 0 0
REPUBLIC SVCS INC COM 760759100 2,434,440 11,487 SH SOLE 11,487 0 0
S&P GLOBAL INC COM 78409V104 82,896,361 158,626 SH SOLE 158,626 0 0
SALESFORCE INC COM 79466L302 36,585,131 138,104 SH SOLE 138,104 0 0
SERVICENOW INC COM 81762P102 14,032,817 91,604 SH SOLE 91,604 0 0
SMITH A O CORP COM 831865209 38,115,246 569,905 SH SOLE 569,905 0 0
SYNOPSYS INC COM 871607107 3,353,801 7,140 SH SOLE 7,140 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 82,906,966 272,819 SH SOLE 272,819 0 0
TEXAS INSTRS INC COM 882508104 1,759,362 10,141 SH SOLE 10,141 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 88,657,588 153,003 SH SOLE 153,003 0 0
TYLER TECHNOLOGIES INC COM 902252105 19,373,678 42,678 SH SOLE 42,678 0 0
UBER TECHNOLOGIES INC COM 90353T100 32,322,760 395,579 SH SOLE 395,579 0 0
UNITED RENTALS INC COM 911363109 7,818,031 9,660 SH SOLE 9,660 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,496,068 107,528 SH SOLE 107,528 0 0
VERALTO CORP COM SHS 92338C103 2,903,199 29,096 SH SOLE 29,096 0 0
VISA INC COM CL A 92826C839 83,367,274 237,710 SH SOLE 237,710 0 0
WASTE MGMT INC DEL COM 94106L109 3,968,402 18,062 SH SOLE 18,062 0 0
WATERS CORP COM 941848103 1,721,390 4,532 SH SOLE 4,532 0 0
XYLEM INC COM 98419M100 25,652,499 188,372 SH SOLE 188,372 0 0
ZOETIS INC CL A 98978V103 17,061,192 135,600 SH SOLE 135,600 0 0