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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   33,873,677 66,432 SH   SOLE   66,432 0 0
ALPHABET INC CAP STK CL A 02079K305   541,242,849 4,136,045 SH   SOLE   4,136,045 0 0
ANALOG DEVICES INC COM 032654105   38,564,273 220,254 SH   SOLE   220,254 0 0
AUTOZONE INC COM 053332102   426,596,400 167,952 SH   SOLE   167,952 0 0
BECTON DICKINSON & CO COM 075887109   219,090,731 847,448 SH   SOLE   847,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   215,662,426 3,906,928 SH   SOLE   3,906,928 0 0
CME GROUP INC COM 12572Q105   256,320,443 1,280,194 SH   SOLE   1,280,194 0 0
COLGATE PALMOLIVE CO COM 194162103   16,521,626 232,339 SH   SOLE   232,339 0 0
DONALDSON INC COM 257651109   8,731,296 146,400 SH   SOLE   146,400 0 0
EXPONENT INC COM 30214U102   8,799,680 102,800 SH   SOLE   102,800 0 0
FACTSET RESH SYS INC COM 303075105   32,946,666 75,348 SH   SOLE   75,348 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   11,303,450 124,900 SH   SOLE   124,900 0 0
FOX FACTORY HLDG CORP COM 35138V102   9,590,944 96,800 SH   SOLE   96,800 0 0
GRACO INC COM 384109104   190,944,070 2,619,979 SH   SOLE   2,619,979 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   185,235,695 3,139,056 SH   SOLE   3,139,056 0 0
INTER PARFUMS INC COM 458334109   7,617,078 56,700 SH   SOLE   56,700 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   7,959,098 75,700 SH   SOLE   75,700 0 0
JOHNSON & JOHNSON COM 478160104   232,842,824 1,494,978 SH   SOLE   1,494,978 0 0
KENVUE INC COM 49177J102   61,670,298 3,071,230 SH   SOLE   3,071,230 0 0
LESLIES INC COM 527064109   2,506,248 442,800 SH   SOLE   442,800 0 0
LOWES COS INC COM 548661107   50,065,954 240,887 SH   SOLE   240,887 0 0
MASTERCARD INCORPORATED CL A 57636Q104   421,209,837 1,063,903 SH   SOLE   1,063,903 0 0
MEDPACE HLDGS INC COM 58506Q109   9,297,792 38,400 SH   SOLE   38,400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   168,797,843 152,335 SH   SOLE   152,335 0 0
MICROSOFT CORP COM 594918104   679,353,491 2,151,555 SH   SOLE   2,151,555 0 0
MIDDLEBY CORP COM 596278101   35,435,904 276,843 SH   SOLE   276,843 0 0
MOODYS CORP COM 615369105   488,217,067 1,544,160 SH   SOLE   1,544,160 0 0
MSCI INC COM 55354G100   240,973,153 469,660 SH   SOLE   469,660 0 0
NATIONAL RESH CORP COM NEW 637372202   2,968,264 66,898 SH   SOLE   66,898 0 0
NIKE INC CL B 654106103   164,660,700 1,722,032 SH   SOLE   1,722,032 0 0
ORACLE CORP COM 68389X105   252,537,430 2,384,228 SH   SOLE   2,384,228 0 0
OTIS WORLDWIDE CORP COM 68902V107   228,427,741 2,844,325 SH   SOLE   2,844,325 0 0
PEPSICO INC COM 713448108   237,703,818 1,402,879 SH   SOLE   1,402,879 0 0
POWER INTEGRATIONS INC COM 739276103   4,265,729 55,900 SH   SOLE   55,900 0 0
S&P GLOBAL INC COM 78409V104   61,833,584 169,217 SH   SOLE   169,217 0 0
SHERWIN WILLIAMS CO COM 824348106   235,097,949 921,772 SH   SOLE   921,772 0 0
SIMPSON MFG INC COM 829073105   8,928,676 59,600 SH   SOLE   59,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   417,374,096 4,802,924 SH   SOLE   4,802,924 0 0
TJX COS INC NEW COM 872540109   306,936,770 3,453,384 SH   SOLE   3,453,384 0 0
TREX CO INC COM 89531P105   7,438,741 120,700 SH   SOLE   120,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   380,002,961 753,690 SH   SOLE   753,690 0 0
WD 40 CO COM 929236107   5,507,804 27,100 SH   SOLE   27,100 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   11,494,962 165,300 SH   SOLE   165,300 0 0
XPEL INC COM 98379L100   7,248,340 94,000 SH   SOLE   94,000 0 0