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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,845,719 15,519 SH OTR 0 0 15,519
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,816,146 42,625 SH SOLE 37,573 0 5,052
AECOM COM 00766T100 2,719,069 46,125 SH OTR 0 0 46,125
AECOM COM 00766T100 5,592,881 94,875 SH SOLE 83,780 0 11,095
AIR PRODUCTS AND CHEMICALS I COM 009158106 3,168,205 11,387 SH OTR 0 0 11,387
AIR PRODUCTS AND CHEMICALS I COM 009158106 6,995,268 25,142 SH SOLE 22,262 0 2,880
ALCON AG ORD SHS H01301128 2,779,200 42,922 SH OTR 0 0 42,922
ALCON AG ORD SHS H01301128 7,567,527 116,873 SH SOLE 104,667 0 12,206
ALPHABET INC CAP STK CL C 02079K107 3,781,873 11,099 SH OTR 0 0 11,099
ALPHABET INC CAP STK CL C 02079K107 6,562,653 19,260 SH SOLE 17,089 0 2,171
AMDOCS LTD SHS G02602103 1,711,045 29,629 SH OTR 0 0 29,629
AMDOCS LTD SHS G02602103 6,869,895 120,012 SH SOLE 106,012 0 14,000
AMETEK INC COM 031100100 4,173,755 16,848 SH OTR 0 0 16,848
AMETEK INC COM 031100100 7,931,324 32,016 SH SOLE 28,359 0 3,657
AUTOMATIC DATA PROCESSING IN COM 053015103 3,619,225 13,932 SH OTR 0 0 13,932
AUTOMATIC DATA PROCESSING IN COM 053015103 8,940,294 34,619 SH SOLE 30,578 0 4,041
BOSTON SCIENTIFIC CORP COM 101137107 2,877,932 65,932 SH OTR 0 0 65,932
BOSTON SCIENTIFIC CORP COM 101137107 6,215,716 142,399 SH SOLE 125,199 0 17,200
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,213,987 19,815 SH OTR 0 0 19,815
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,000,156 49,624 SH SOLE 44,079 0 5,545
BROWN & BROWN INC COM 115236101 3,032,881 49,801 SH OTR 0 0 49,801
BROWN & BROWN INC COM 115236101 7,852,571 128,942 SH SOLE 114,247 0 14,695
CACI INTL INC CL A 127190304 4,174,840 6,854 SH OTR 0 0 6,854
CACI INTL INC CL A 127190304 9,430,241 15,482 SH SOLE 13,801 0 1,681
CARLISLE COS INC COM 142339100 3,296,121 10,231 SH OTR 0 0 10,231
CARLISLE COS INC COM 142339100 6,668,281 20,698 SH SOLE 18,382 0 2,316
CENTENE CORP DEL COM 15135B101 1,838,131 29,590 SH OTR 0 0 29,590
CENTENE CORP DEL COM 15135B101 8,292,026 133,484 SH SOLE 118,686 0 14,798
CURTISS WRIGHT CORP COM 231561101 3,163,281 5,814 SH OTR 0 0 5,814
CURTISS WRIGHT CORP COM 231561101 5,615,221 10,325 SH SOLE 9,201 0 1,124
DARDEN RESTAURANTS INC COM 237194105 3,547,297 18,356 SH OTR 0 0 18,356
DARDEN RESTAURANTS INC COM 237194105 7,366,131 38,117 SH SOLE 33,684 0 4,433
DECKERS OUTDOOR CORP COM 243537107 2,796,396 35,787 SH OTR 0 0 35,787
DECKERS OUTDOOR CORP COM 243537107 5,774,780 73,903 SH SOLE 65,858 0 8,045
EATON CORP PLC SHS G29183103 4,377,026 10,186 SH OTR 0 0 10,186
EATON CORP PLC SHS G29183103 8,048,039 18,729 SH SOLE 16,618 0 2,111
EMCOR GROUP INC COM 29084Q100 3,724,163 4,936 SH OTR 0 0 4,936
EMCOR GROUP INC COM 29084Q100 6,325,644 8,384 SH SOLE 7,381 0 1,003
EQUIFAX INC COM 294429105 1,443,490 10,518 SH OTR 0 0 10,518
EQUIFAX INC COM 294429105 5,863,717 42,726 SH SOLE 37,598 0 5,128
FACTSET RESH SYS INC COM 303075105 3,671,590 13,601 SH OTR 0 0 13,601
FACTSET RESH SYS INC COM 303075105 8,768,246 32,481 SH SOLE 28,844 0 3,637
FISERV INC COM 337738108 1,401,935 31,030 SH OTR 0 0 31,030
FISERV INC COM 337738108 6,116,017 135,370 SH SOLE 119,900 0 15,470
FRANKLIN ELEC INC COM 353514102 3,344,356 34,877 SH OTR 0 0 34,877
FRANKLIN ELEC INC COM 353514102 7,178,522 74,862 SH SOLE 66,094 0 8,768
FTI CONSULTING INC COM 302941109 2,731,226 20,305 SH OTR 0 0 20,305
FTI CONSULTING INC COM 302941109 6,093,841 45,304 SH SOLE 39,927 0 5,377
GALLAGHER ARTHUR J & CO COM 363576109 3,293,224 14,437 SH OTR 0 0 14,437
GALLAGHER ARTHUR J & CO COM 363576109 8,365,707 36,674 SH SOLE 32,423 0 4,251
GENERAL DYNAMICS CORP COM 369550108 3,602,678 10,857 SH OTR 0 0 10,857
GENERAL DYNAMICS CORP COM 369550108 7,106,803 21,417 SH SOLE 18,970 0 2,447
GRACO INC COM 384109104 3,165,885 41,201 SH OTR 0 0 41,201
GRACO INC COM 384109104 7,349,899 95,652 SH SOLE 85,236 0 10,416
HONEYWELL AEROSPACE INC COM 43849R105 1,192,029 7,692 SH OTR 0 0 7,692
HONEYWELL AEROSPACE INC COM 43849R105 2,309,518 14,903 SH SOLE 13,482 0 1,421
HONEYWELL INTL INC COM 438516205 1,628,457 7,720 SH OTR 0 0 7,720
HONEYWELL INTL INC COM 438516205 4,180,619 19,819 SH SOLE 17,443 0 2,376
INGERSOLL RAND INC COM 45687V106 3,200,587 42,612 SH OTR 0 0 42,612
INGERSOLL RAND INC COM 45687V106 7,240,754 96,402 SH SOLE 85,516 0 10,886
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,528,464 23,209 SH OTR 0 0 23,209
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,422,105 48,820 SH SOLE 42,821 0 5,999
INTUIT COM 461202103 2,144,197 7,777 SH OTR 0 0 7,777
INTUIT COM 461202103 5,348,499 19,399 SH SOLE 17,060 0 2,339
IQVIA HLDGS INC COM 46266C105 4,982,059 18,531 SH OTR 0 0 18,531
IQVIA HLDGS INC COM 46266C105 11,037,905 41,056 SH SOLE 36,385 0 4,671
ITT INC COM 45073V108 4,087,249 20,213 SH OTR 0 0 20,213
ITT INC COM 45073V108 7,371,844 36,519 SH SOLE 32,240 0 4,279
JACOBS SOLUTIONS INC COM 46982L108 3,634,434 26,868 SH OTR 0 0 26,868
JACOBS SOLUTIONS INC COM 46982L108 8,347,241 61,708 SH SOLE 54,552 0 7,156
LEIDOS HOLDINGS INC COM 525327102 3,111,904 25,543 SH OTR 0 0 25,543
LEIDOS HOLDINGS INC COM 525327102 7,220,377 59,266 SH SOLE 51,995 0 7,271
MARSH & MCLENNAN COS INC COM 571748102 3,292,699 19,286 SH OTR 0 0 19,286
MARSH & MCLENNAN COS INC COM 571748102 7,651,783 44,818 SH SOLE 39,784 0 5,034
NVENT ELEC PLC SHS G6700G107 4,632,769 28,888 SH OTR 0 0 28,888
NVENT ELEC PLC SHS G6700G107 7,216,329 44,998 SH SOLE 39,732 0 5,266
PRIMERICA INC COM 74164M108 3,523,637 12,936 SH OTR 0 0 12,936
PRIMERICA INC COM 74164M108 7,391,302 27,135 SH SOLE 23,947 0 3,188
RB GLOBAL INC COM 74935Q107 2,947,702 36,217 SH OTR 0 0 36,217
RB GLOBAL INC COM 74935Q107 5,820,118 71,509 SH SOLE 63,409 0 8,100
REPUBLIC SVCS INC COM 760759100 3,472,299 16,545 SH OTR 0 0 16,545
REPUBLIC SVCS INC COM 760759100 7,760,992 36,980 SH SOLE 32,691 0 4,289
RESMED INC COM 761152107 3,289,526 14,878 SH OTR 0 0 14,878
RESMED INC COM 761152107 7,985,248 36,116 SH SOLE 32,198 0 3,918
ROPER TECHNOLOGIES INC COM 776696106 3,282,358 9,394 SH OTR 0 0 9,394
ROPER TECHNOLOGIES INC COM 776696106 7,479,470 21,406 SH SOLE 18,888 0 2,518
SAIA INC COM 78709Y105 2,928,569 8,775 SH OTR 0 0 8,775
SAIA INC COM 78709Y105 5,608,834 16,806 SH SOLE 14,856 0 1,950
SERVICENOW INC COM 81762P102 4,012,527 29,942 SH OTR 0 0 29,942
SERVICENOW INC COM 81762P102 10,800,938 80,598 SH SOLE 71,956 0 8,642
SS&C TECH HLDGS COM 78467J100 3,523,101 45,713 SH OTR 0 0 45,713
SS&C TECH HLDGS COM 78467J100 8,341,209 108,229 SH SOLE 95,124 0 13,105
STERIS PLC SHS USD G8473T100 3,109,408 14,806 SH OTR 0 0 14,806
STERIS PLC SHS USD G8473T100 7,466,696 35,554 SH SOLE 31,582 0 3,972
STRYKER CORPORATION COM 863667101 2,899,730 10,496 SH OTR 0 0 10,496
STRYKER CORPORATION COM 863667101 7,013,361 25,459 SH SOLE 22,843 0 2,616
TELEDYNE TECHNOLOGIES INC COM 879360105 3,632,365 5,986 SH OTR 0 0 5,986
TELEDYNE TECHNOLOGIES INC COM 879360105 7,275,652 11,990 SH SOLE 10,572 0 1,418
TEXAS ROADHOUSE INC COM 882681109 3,202,312 20,483 SH OTR 0 0 20,483
TEXAS ROADHOUSE INC COM 882681109 6,378,672 40,800 SH SOLE 35,776 0 5,024
THE CIGNA GROUP COM 125523100 3,289,143 12,100 SH OTR 0 0 12,100
THE CIGNA GROUP COM 125523100 7,138,528 26,261 SH SOLE 23,291 0 2,970
TJX COS INC NEW COM 872540109 3,459,377 26,146 SH OTR 0 0 26,146
TJX COS INC NEW COM 872540109 6,463,090 48,848 SH SOLE 43,089 0 5,759
TRACTOR SUPPLY CO COM 892356106 2,721,604 86,980 SH OTR 0 0 86,980
TRACTOR SUPPLY CO COM 892356106 7,617,488 243,448 SH SOLE 215,729 0 27,719
UBER TECHNOLOGIES INC COM 90353T100 1,599,023 23,340 SH OTR 0 0 23,340
UBER TECHNOLOGIES INC COM 90353T100 6,856,001 100,073 SH SOLE 88,525 0 11,548
VISA INC COM CL A 92826C839 3,847,706 10,708 SH OTR 0 0 10,708
VISA INC COM CL A 92826C839 8,339,331 23,208 SH SOLE 20,502 0 2,706
WATSCO INC COM 942622200 2,540,174 8,392 SH OTR 0 0 8,392
WATSCO INC COM 942622200 5,548,623 18,331 SH SOLE 16,121 0 2,210
WW GRAINGER INC COM 384802104 3,859,364 3,098 SH OTR 0 0 3,098
WW GRAINGER INC COM 384802104 7,544,323 6,056 SH SOLE 5,364 0 692
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4,762,689 12,758 SH OTR 0 0 12,758
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 12,143,774 32,530 SH SOLE 29,261 0 3,269