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
ABBOTT LABORATORIES COM 002824100 38,778,619 392,377 SH SOLE 392,377 0 0
ABBVIE INC COM COM 00287Y109 1,104,695 4,223 SH SOLE 4,223 0 0
ADOBE SYS INC COM COM 00724F101 966,718 4,029 SH SOLE 4,029 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,867,293 17,558 SH SOLE 17,558 0 0
ALTRIA GROUP INC COM 02209S103 206,801 3,071 SH SOLE 3,071 0 0
AMAZON COM INC COM 023135106 220,249 884 SH SOLE 884 0 0
AMPHENOL CORP NEW CL A COM 032095101 72,252,687 857,090 SH SOLE 857,090 0 0
APPLE COMPUTER INC COM COM 037833100 454,239 1,364 SH SOLE 1,364 0 0
ATMOS ENERGY CORP COM COM 049560105 17,554,758 112,214 SH SOLE 112,214 0 0
AUTOMATIC DATA PROCESSING COM 053015103 263,737 1,022 SH SOLE 1,022 0 0
BLACKROCK INC COM COM 09247X101 41,457,452 39,174 SH SOLE 39,174 0 0
BLACKSTONE GROUP L P COM UNIT COM 09260d107 374,605 3,342 SH SOLE 3,342 0 0
BROADRIDGE FINL SOLUTI COM COM 11133T103 28,333,140 175,873 SH SOLE 175,873 0 0
BROWN & BROWN INC COM 115236101 44,740,855 734,661 SH SOLE 734,661 0 0
CBOE HLDGS INC COM COM 12503M108 585,817 2,128 SH SOLE 2,128 0 0
CHURCH & DWIGHT INC COM COM 171340102 43,130,053 457,759 SH SOLE 457,759 0 0
CINTAS CORP COM COM 172908105 19,213,995 98,503 SH SOLE 98,503 0 0
CISCO SYS INC COM COM 17275R102 202,560 1,882 SH SOLE 1,882 0 0
COCA COLA CO COM COM 191216100 268,053 3,114 SH SOLE 3,114 0 0
COSTCO WHOLESALE CORP COM 22160K105 26,172,275 28,750 SH SOLE 28,750 0 0
EASTGROUP PROPERTIES INC COM 277276101 16,726,582 84,713 SH SOLE 84,713 0 0
ECOLAB INC COM COM 278865100 23,000,743 83,767 SH SOLE 83,767 0 0
EXPEDITORS INTL WASH COM 302130109 33,195,502 179,785 SH SOLE 179,785 0 0
FORTINET INC COM COM 34959e109 4,427,528 24,768 SH SOLE 24,768 0 0
HOME DEPOT INC COM COM 437076102 480,219 1,688 SH SOLE 1,688 0 0
IDEXX LABS INC COM COM 45168D104 3,855,851 7,384 SH SOLE 7,384 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 49,993,545 328,840 SH SOLE 328,840 0 0
INTUIT COM COM 461202103 23,969,125 86,936 SH SOLE 86,936 0 0
INTUITIVE SURGICAL INC COM NEW COM 46120e602 2,662,207 6,547 SH SOLE 6,547 0 0
JACK HENRY & ASSOCIATES, INC. COM 426281101 50,887,156 355,258 SH SOLE 355,258 0 0
JOHNSON & JOHNSON COM COM 478160104 29,412,879 111,101 SH SOLE 111,101 0 0
JPMORGAN CHASE & CO COM 46625H100 233,566 706 SH SOLE 706 0 0
KINSALE CAP GROUP INC COM COM 49714P108 22,070,613 68,383 SH SOLE 68,383 0 0
LOWES COS INC COM COM 548661107 206,958 1,123 SH SOLE 1,123 0 0
MASTERCARD INC CL A COM 57636Q104 39,285,620 71,238 SH SOLE 71,238 0 0
MCDONALDS CORP COM COM 580135101 26,256,954 113,696 SH SOLE 113,696 0 0
MEDPACE HLDGS INC COM COM 58506Q109 4,884,833 7,826 SH SOLE 7,826 0 0
MICROSOFT CORP COM COM 594918104 73,062,605 142,450 SH SOLE 142,450 0 0
MONSTER BEVERAGE CORP COM COM 61174x109 1,040,001 24,988 SH SOLE 24,988 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 17,478,456 39,192 SH SOLE 39,192 0 0
MSCI INC COM COM 55354g100 227,315 422 SH SOLE 422 0 0
NASDAQ OMX GROUP INC COM COM 631103108 26,204,632 284,802 SH SOLE 284,802 0 0
NEXTERA ENERGY INC COM COM 65339F101 55,617,397 734,320 SH SOLE 734,320 0 0
NVIDIA CORP COM COM 67066G104 210,795 923 SH SOLE 923 0 0
O REILLY AUTOMOTIVE COM COM 67103H107 2,799,057 32,772 SH SOLE 32,772 0 0
PEPSICO INC COM 713448108 27,157,490 214,311 SH SOLE 214,311 0 0
PHILIP MORRIS INTL INC COM COM 718172109 417,705 2,189 SH SOLE 2,189 0 0
PROCTER & GAMBLE CO COM 742718109 35,263,669 242,729 SH SOLE 242,729 0 0
QUALYS INC COM COM 74758T303 4,558,320 24,350 SH SOLE 24,350 0 0
REPUBLIC SVCS INC COM COM 760759100 33,236,063 158,365 SH SOLE 158,365 0 0
RESMED INC COM COM 761152107 59,886,262 270,856 SH SOLE 270,856 0 0
ROLLINS INC COM COM 775711104 20,361,632 676,017 SH SOLE 676,017 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 46,502,977 133,090 SH SOLE 133,090 0 0
ROYAL BK CDA MONTREAL COM COM 780087102 314,544 1,600 SH SOLE 1,600 0 0
STERIS PLC SHS USD COM g84720104 51,988,606 247,553 SH SOLE 247,553 0 0
STRYKER CORP COM COM 863667101 48,328,191 175,490 SH SOLE 175,490 0 0
SYNOPSYS INC COM COM 871607107 1,536,208 3,532 SH SOLE 3,532 0 0
TERRENO RLTY CORP COM COM 88146m101 54,675,851 847,031 SH SOLE 847,031 0 0
TJX COS INC NEW COM COM 872540109 10,917,824 82,517 SH SOLE 82,517 0 0
TYLER TECHNOLOGIES INC COM COM 902252105 2,378,986 7,467 SH SOLE 7,467 0 0
VERISK ANALYTICS INC COM COM 92345y106 20,595,027 122,699 SH SOLE 122,699 0 0
VISA INC CL A COM 92826C839 39,622,241 110,267 SH SOLE 110,267 0 0
WAL MART COM 931142103 446,025 4,292 SH SOLE 4,292 0 0
WASTE CONNECTIONS INC COM COM 94106B101 31,118,643 202,161 SH SOLE 202,161 0 0
WEC ENERGY GROUP INC COM 976657106 27,714,601 275,001 SH SOLE 275,001 0 0
ZOETIS INC CL A COM 98978v103 28,593,360 409,471 SH SOLE 409,471 0 0