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 5,929,950 50,692 SH SOLE 50,692 0 0
ALPHABET INC CAP STK CL A 02079K305 62,423,993 403,673 SH SOLE 403,673 0 0
AMAZON COM INC COM 023135106 33,852,010 177,925 SH SOLE 177,925 0 0
AMPHENOL CORP NEW CL A 032095101 2,713,393 41,369 SH SOLE 41,369 0 0
ANALOG DEVICES INC COM 032654105 23,151,111 114,797 SH SOLE 114,797 0 0
ANSYS INC COM 03662Q105 3,193,141 10,087 SH SOLE 10,087 0 0
APPLIED MATLS INC COM 038222105 19,068,042 131,395 SH SOLE 131,395 0 0
AUTODESK INC COM 052769106 2,507,259 9,577 SH SOLE 9,577 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 33,952,632 111,127 SH SOLE 111,127 0 0
AUTOZONE INC COM 053332102 72,698,276 19,067 SH SOLE 19,067 0 0
BOSTON SCIENTIFIC CORP COM 101137107 38,587,710 382,511 SH SOLE 382,511 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 20,755,108 81,607 SH SOLE 81,607 0 0
CARLISLE COS INC COM 142339100 67,554,860 198,399 SH SOLE 198,399 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 33,386,820 526,606 SH SOLE 526,606 0 0
CINTAS CORP COM 172908105 19,376,957 94,278 SH SOLE 94,278 0 0
COOPER COS INC COM 216648501 10,959,005 129,923 SH SOLE 129,923 0 0
CULLEN FROST BANKERS INC COM 229899109 8,655,201 69,131 SH SOLE 69,131 0 0
DANAHER CORPORATION COM 235851102 16,938,535 82,627 SH SOLE 82,627 0 0
EBAY INC. COM 278642103 11,651,186 172,024 SH SOLE 172,024 0 0
ELEVANCE HEALTH INC COM 036752103 32,548,057 74,830 SH SOLE 74,830 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,653,234 13,540 SH SOLE 13,540 0 0
FISERV INC COM 337738108 68,633,964 310,800 SH SOLE 310,800 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 91,312,545 1,374,361 SH SOLE 1,374,361 0 0
HUBBELL INC COM 443510607 24,296,074 73,422 SH SOLE 73,422 0 0
ICICI BANK LIMITED ADR 45104G104 71,140,955 2,257,010 SH SOLE 2,257,010 0 0
IDEX CORP COM 45167R104 2,737,895 15,129 SH SOLE 15,129 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,998,162 34,321 SH SOLE 34,321 0 0
JOHNSON & JOHNSON COM 478160104 235,327 1,419 SH SOLE 1,419 0 0
MARSH & MCLENNAN COS INC COM 571748102 30,130,628 123,471 SH SOLE 123,471 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,313,631 199,994 SH SOLE 199,994 0 0
MASTERCARD INCORPORATED CL A 57636Q104 72,421,451 132,127 SH SOLE 132,127 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,549,815 3,006 SH SOLE 3,006 0 0
MICROSOFT CORP COM 594918104 115,331,820 307,232 SH SOLE 307,232 0 0
NVIDIA CORPORATION COM 67066G104 96,308,310 888,617 SH SOLE 888,617 0 0
ORACLE CORP COM 68389X105 61,812,378 442,117 SH SOLE 442,117 0 0
PAYLOCITY HLDG CORP COM 70438V106 32,265,943 172,232 SH SOLE 172,232 0 0
POOL CORP COM 73278L105 31,789,794 99,858 SH SOLE 99,858 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 24,375,600 101,565 SH SOLE 101,565 0 0
REPUBLIC SVCS INC COM 760759100 2,932,315 12,109 SH SOLE 12,109 0 0
S&P GLOBAL INC COM 78409V104 33,877,059 66,674 SH SOLE 66,674 0 0
SERVICE CORP INTL COM 817565104 35,045,395 436,975 SH SOLE 436,975 0 0
SERVICENOW INC COM 81762P102 8,224,126 10,330 SH SOLE 10,330 0 0
SMITH A O CORP COM 831865209 1,714,131 26,226 SH SOLE 26,226 0 0
SYNOPSYS INC COM 871607107 3,370,761 7,860 SH SOLE 7,860 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 31,874,158 192,013 SH SOLE 192,013 0 0
TEXAS INSTRS INC COM 882508104 3,597,594 20,020 SH SOLE 20,020 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 94,823,154 190,561 SH SOLE 190,561 0 0
UBER TECHNOLOGIES INC COM 90353T100 33,136,801 454,801 SH SOLE 454,801 0 0
UNION PAC CORP COM 907818108 3,568,878 15,107 SH SOLE 15,107 0 0
UNITED RENTALS INC COM 911363109 8,277,454 13,208 SH SOLE 13,208 0 0
UNITEDHEALTH GROUP INC COM 91324P102 71,389,220 136,304 SH SOLE 136,304 0 0
VERALTO CORP COM SHS 92338C103 2,528,925 25,951 SH SOLE 25,951 0 0
VISA INC COM CL A 92826C839 96,224,050 274,565 SH SOLE 274,565 0 0
VOYA FINANCIAL INC COM 929089100 12,670,239 186,987 SH SOLE 186,987 0 0
WASTE MGMT INC DEL COM 94106L109 6,171,362 26,657 SH SOLE 26,657 0 0
WATERS CORP COM 941848103 2,688,350 7,294 SH SOLE 7,294 0 0
XYLEM INC COM 98419M100 24,878,142 208,255 SH SOLE 208,255 0 0