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 6,372,481 49,159 SH SOLE 49,159 0 0
ALPHABET INC CAP STK CL A 02079K305 71,785,679 394,102 SH SOLE 394,102 0 0
AMAZON COM INC COM 023135106 72,017,898 372,667 SH SOLE 372,667 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,227,622 40,474 SH SOLE 40,474 0 0
ANALOG DEVICES INC COM 032654105 28,366,327 124,272 SH SOLE 124,272 0 0
ANSYS INC COM 03662Q105 3,603,372 11,208 SH SOLE 11,208 0 0
APPLIED MATLS INC COM 038222105 35,125,696 148,844 SH SOLE 148,844 0 0
AUTODESK INC COM 052769106 3,585,303 14,489 SH SOLE 14,489 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 29,955,834 125,501 SH SOLE 125,501 0 0
AUTOZONE INC COM 053332102 63,654,047 21,475 SH SOLE 21,475 0 0
BECTON DICKINSON & CO COM 075887109 20,436,070 87,442 SH SOLE 87,442 0 0
BOSTON SCIENTIFIC CORP COM 101137107 31,173,417 404,797 SH SOLE 404,797 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,203,802 81,897 SH SOLE 81,897 0 0
CARLISLE COS INC COM 142339100 61,921,761 152,814 SH SOLE 152,814 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 65,818,934 1,043,420 SH SOLE 1,043,420 0 0
CINTAS CORP COM 172908105 30,309,354 43,283 SH SOLE 43,283 0 0
COGNEX CORP COM 192422103 3,977,265 85,057 SH SOLE 85,057 0 0
COOPER COS INC COM 216648501 17,316,304 198,354 SH SOLE 198,354 0 0
CROWN HLDGS INC COM 228368106 2,417,749 32,501 SH SOLE 32,501 0 0
DANAHER CORPORATION COM 235851102 25,832,991 103,394 SH SOLE 103,394 0 0
DEERE & CO COM 244199105 29,727,124 79,563 SH SOLE 79,563 0 0
ELEVANCE HEALTH INC COM 036752103 31,300,543 57,765 SH SOLE 57,765 0 0
FISERV INC COM 337738108 64,179,158 430,617 SH SOLE 430,617 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 57,266,180 890,194 SH SOLE 890,194 0 0
HUBBELL INC COM 443510607 13,302,010 36,396 SH SOLE 36,396 0 0
ICICI BANK LIMITED ADR 45104G104 68,735,330 2,385,815 SH SOLE 2,385,815 0 0
IDEX CORP COM 45167R104 4,047,943 20,119 SH SOLE 20,119 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 896,497 9,416 SH SOLE 9,416 0 0
IQVIA HLDGS INC COM 46266C105 25,639,849 121,263 SH SOLE 121,263 0 0
JOHNSON & JOHNSON COM 478160104 265,865 1,819 SH SOLE 1,819 0 0
KENVUE INC COM 49177J102 29,895,210 1,644,401 SH SOLE 1,644,401 0 0
MARSH & MCLENNAN COS INC COM 571748102 30,618,670 145,305 SH SOLE 145,305 0 0
MASTERCARD INCORPORATED CL A 57636Q104 72,917,572 165,286 SH SOLE 165,286 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,589,686 3,284 SH SOLE 3,284 0 0
MICROSOFT CORP COM 594918104 127,683,335 285,677 SH SOLE 285,677 0 0
MSCI INC COM 55354G100 20,722,958 43,016 SH SOLE 43,016 0 0
NORFOLK SOUTHN CORP COM 655844108 319,673 1,489 SH SOLE 1,489 0 0
NVIDIA CORPORATION COM 67066G104 86,603,270 701,014 SH SOLE 701,014 0 0
ORACLE CORP COM 68389X105 22,742,802 161,068 SH SOLE 161,068 0 0
PAYLOCITY HLDG CORP COM 70438V106 30,011,829 227,621 SH SOLE 227,621 0 0
POOL CORP COM 73278L105 27,714,712 90,179 SH SOLE 90,179 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 20,571,637 92,039 SH SOLE 92,039 0 0
REPUBLIC SVCS INC COM 760759100 5,251,455 27,022 SH SOLE 27,022 0 0
S&P GLOBAL INC COM 78409V104 31,411,780 70,430 SH SOLE 70,430 0 0
SERVICE CORP INTL COM 817565104 30,220,363 424,861 SH SOLE 424,861 0 0
SYNOPSYS INC COM 871607107 2,545,072 4,277 SH SOLE 4,277 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 32,254,791 185,575 SH SOLE 185,575 0 0
TEXAS INSTRS INC COM 882508104 5,258,924 27,034 SH SOLE 27,034 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 98,821,653 178,701 SH SOLE 178,701 0 0
UNITED RENTALS INC COM 911363109 37,271,050 57,630 SH SOLE 57,630 0 0
UNITEDHEALTH GROUP INC COM 91324P102 68,228,618 133,976 SH SOLE 133,976 0 0
VERALTO CORP COM SHS 92338C103 3,440,930 36,042 SH SOLE 36,042 0 0
VISA INC COM CL A 92826C839 81,803,500 311,668 SH SOLE 311,668 0 0
WASTE MGMT INC DEL COM 94106L109 6,576,419 30,826 SH SOLE 30,826 0 0
WATERS CORP COM 941848103 4,019,032 13,853 SH SOLE 13,853 0 0
WATSCO INC COM 942622200 28,736,630 62,034 SH SOLE 62,034 0 0