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
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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 58,198 210,621 SH   SOLE   210,621 0 0
Activision Blizzard Inc. COM 00507V109 60,860 654,327 SH   SOLE   654,327 0 0
Adobe Systems Incorporated COM 00724F101 133,737 281,382 SH   SOLE   281,382 0 0
Agilent Technologies Inc. COM 00846U101 118,792 934,161 SH   SOLE   934,161 0 0
Alphabet Inc. Cap STK CL C 02079K107 214,102 103,506 SH   SOLE   103,506 0 0
Amazon Com Inc. COM 023135106 130,670 42,232 SH   SOLE   42,232 0 0
Ametek Inc. COM 031100100 76,663 599,835 SH   SOLE   599,835 0 0
Cisco Sys Inc COM 17275R102 2,453 47,442 SH   SOLE   47,442 0 0
Coca Cola Co COM 191216100 1,372 26,030 SH   SOLE   26,030 0 0
Danaher Corporation COM 235851102 97,642 433,607 SH   SOLE   433,607 0 0
Duke Energy Corp New COM NEW 26441C204 2,142 22,199 SH   SOLE   22,199 0 0
Ecolab Inc COM 278865100 60,459 282,269 SH   SOLE   282,269 0 0
Electronic Arts Inc COM 285512109 62,656 462,872 SH   SOLE   462,872 0 0
Fidelity Natl Information SV COM 31620M106 101,831 724,253 SH   SOLE   724,253 0 0
Honeywell Intl Inc. COM 438516106 60,290 277,642 SH   SOLE   277,642 0 0
Idex Corp COM 45167R104 73,146 349,347 SH   SOLE   349,347 0 0
Illumina Inc COM 452327109 32,496 84,572 SH   SOLE   84,572 0 0
Intuitive Surgical Inc. COM NEW 46120E602 40,255 54,425 SH   SOLE   54,425 0 0
Johnson & Johnson COM 478160104 1,988 12,100 SH   SOLE   12,100 0 0
JPMorgan Chase & Co COM 46625H100 135,757 891,096 SH   SOLE   891,096 0 0
Mastercard Incorporated CL A 57636Q104 141,433 396,825 SH   SOLE   396,825 0 0
McDonalds Corp COM 580135101 73,979 330,036 SH   SOLE   330,036 0 0
Merck & Co. Inc. COM 58933Y105 2,462 31,946 SH   SOLE   31,946 0 0
Microsoft Corp COM 594918104 173,594 736,278 SH   SOLE   736,278 0 0
Nextera Energy Inc. COM 65339F101 87,924 1,163,169 SH   SOLE   1,163,169 0 0
Nike Inc. CL B 654106103 62,301 468,345 SH   SOLE   468,345 0 0
Paypal HLDGS Inc. COM 70450Y103 71,080 292,738 SH   SOLE   292,738 0 0
Pepsico Inc. COM 713448108 13,711 96,931 SH   SOLE   96,931 0 0
Pfizer Inc. COM 717081103 2,252 62,164 SH   SOLE   62,164 0 0
Rockwell Automation Inc COM 773903109 54,184 204,081 SH   SOLE   204,081 0 0
S&P Global Inc COM 78409V104 107,641 305,190 SH   SOLE   305,190 0 0
ServiceNow Inc. COM 81762P102 42,333 84,595 SH   SOLE   84,595 0 0
Starbucks Corp. COM 855244109 58,482 535,327 SH   SOLE   535,327 0 0
Stryker Corporation COM 863667101 109,193 448,101 SH   SOLE   448,101 0 0
Synopsys Inc COM 871607107 123,004 496,417 SH   SOLE   496,417 0 0
Texas Instrs Inc. COM 882508104 97,105 513,909 SH   SOLE   513,909 0 0
Thermo Fisher Scientific Inc. COM 883556102 72,154 157,981 SH   SOLE   157,981 0 0
TJX Cos Inc. New COM 872540109 116,626 1,762,470 SH   SOLE   1,762,470 0 0
UnitedHealth Group Inc. COM 91324P102 109,574 294,110 SH   SOLE   294,110 0 0
Verizon Communications Inc. COM 92343V104 2,893 49,780 SH   SOLE   49,780 0 0
Visa Inc. COM CL A 92826C839 157,290 741,091 SH   SOLE   741,091 0 0
Disney Walt Co COM 254687106 87,095 471,858 SH   SOLE   471,858 0 0
Xylem Inc. COM 98419M100 46,799 444,734 SH   SOLE   444,734 0 0
Zoetis Inc. CL A 98978V103 54,490 345,817 SH   SOLE   345,817 0 0
Ares Capital Corp COM 04010L103 59,852 3,197,872 SH   SOLE   3,197,872 0 0
Blackstone Mtg Tr Inc. Com CL A 09257W100 5,177 166,904 SH   SOLE   166,904 0 0
Verisign Inc. COM 92343E102 49,510 249,089 SH   SOLE   249,089 0 0
Humana Inc. COM 444859102 82,514 196,612 SH   SOLE   196,612 0 0
Edwards Lifesciences Corp COM 28176E108 47,220 564,630 SH   SOLE   564,630 0 0
Procter and Gamble Co COM 742718109 1,011 7,462 SH   SOLE   7,462 0 0
Roper Technologies Inc COM 776696106 89,766 222,482 SH   SOLE   222,482 0 0
Automatic Data Processing In COM 053015103 2,609 13,847 SH   SOLE   13,847 0 0
BK of America Corp COM 060505104 136,471 3,523,053 SH   SOLE   3,523,053 0 0
Home Depot Inc COM 437076102 1,176 3,850 SH   SOLE   3,850 0 0
Marsh & McLennan COS Inc. COM 571748102 61,055 501,195 SH   SOLE   501,195 0 0
Masco Corp COM 574599106 84,361 1,408,119 SH   SOLE   1,408,119 0 0
US Bancorp DEL COM NEW 902973304 2,753 49,773 SH   SOLE   49,773 0 0
American Tower Corp New COM 03027X100 47,313 197,802 SH   SOLE   197,802 0 0
Intercontiental Exchange IN COM 45866F104 99,457 890,146 SH   SOLE   890,146 0 0
Blackstone Group Inc. COM CL A 09260D107 135,707 1,820,276 SH   SOLE   1,820,276 0 0
TransUnion COM 89400J107 93,505 1,038,908 SH   SOLE   1,038,908 0 0
Yum China HLDGS Inc COM 98850P109 121,693 2,054,738 SH   SOLE   2,054,738 0 0
Broadcom Inc COM 11135F101 83,714 180,519 SH   SOLE   180,519 0 0
Taiwan Semiconductor MFG Ltd Sponsored ADS 874039100 16,615 140,536 SH   SOLE   140,536 0 0
Nice Ltd Sponsored ADR 653656108 88,664 406,885 SH   SOLE   406,885 0 0
HDFC Bank Ltd Sponsored ADS 40415F101 98,726 1,270,937 SH   SOLE   1,270,937 0 0
Autohome Inc SP ADS RP CL A 05278C107 70,659 757,821 SH   SOLE   757,821 0 0
CME Group Inc COM 12572Q105 93,747 458,962 SH   SOLE   458,962 0 0
Union Pac Corp COM 907818108 86,382 391,760 SH   SOLE   391,760 0 0