Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,,Buy,594918104,2573574000.0,10020534.0,11.355 PHILIP MORRIS INTERNATIONAL,PM,,Buy,718172109,1627080000.0,16478425.0,7.179 ESTEE LAUDER COMPANIES CL A,EL,cl a,Buy,518439104,1515617000.0,5951296.0,6.687 MCCORMICK & CO NON VTG SHRS,MKC,,Buy,579780206,1289783000.0,15492883.0,5.691 IDEXX LABORATORIES INC,IDXX,,Buy,45168D104,1269248000.0,3618875.0,5.6 WATERS CORP,WAT,,Buy,941848103,1221060000.0,3689225.0,5.388 STRYKER CORP,SYK,,Buy,863667101,1203496000.0,6049848.0,5.31 PEPSICO INC,PEP,,Sell,713448108,1189457000.0,7137026.0,5.248 AUTOMATIC DATA PROCESSING,ADP,,Buy,053015103,1168952000.0,5565378.0,5.158 VISA INC CLASS A SHARES,V,,Buy,92826C839,1108558000.0,5630342.0,4.891 INTUIT INC,INTU,,Sell,461202103,914043000.0,2371428.0,4.033 META PLATFORMS INC-CLASS A,FB,cl a,Buy,30303M102,883244000.0,5477481.0,3.897 BROWN FORMAN CORP CLASS B,BFB,cl b,Buy,115637209,856873000.0,12213131.0,3.781 CHURCH AND DWIGHT ORD,CHD,,Buy,171340102,782445000.0,8444261.0,3.452 ADOBE ORD,ADBE,,Buy,00724F101,771965000.0,2108848.0,3.406 AMAZON COM ORD,AMZN,,Buy,023135106,720000000.0,6779020.0,3.177 NIKE INC CL B,NKE,cl b,Buy,654106103,687575000.0,6727737.0,3.034 PAYPAL HOLDINGS INC,PYPL,,Sell,70450Y103,674083000.0,9651818.0,2.974 METTLER TOLEDO ORD,MTD,,Buy,592688105,620855000.0,540452.0,2.739 SABRE CORP,SABR,,Sell,78573M104,130999000.0,22469835.0,0.578 FORTINET ORD,FTNT,,Buy,34959E109,129516000.0,2289070.0,0.571 QUALYS INC,QLYS,,Sell,74758T303,117336000.0,930206.0,0.518 VERISIGN INC,VRSN,,Buy,92343E102,111692000.0,667498.0,0.493 MASIMO CORP,MASI,,Sell,574795100,98827000.0,756313.0,0.436 VERISK ANALYTICS INC,VRSK,,Sell,92345Y106,90841000.0,524820.0,0.401 ANSYS INC,ANSS,,Sell,03662Q105,90723000.0,379135.0,0.4 EQUIFAX INC,EFX,,Sell,294429105,89583000.0,490113.0,0.395 COGNEX CORP,CGNX,,Buy,192422103,86618000.0,2037105.0,0.382 MSCI INC,MSCI,,Sell,55354G100,86182000.0,209104.0,0.38 IPG PHOTONICS CORP,IPGP,,Sell,44980X109,79569000.0,845311.0,0.351 PAYCOM SOFTWARE INC,PAYC,,Sell,70432V102,71633000.0,255722.0,0.316 ROLLINS ORD,ROL,,Sell,775711104,65624000.0,1879272.0,0.29 WINGSTOP ORD,WING,,Sell,974155103,61720000.0,825464.0,0.272 JOHNSON & JOHNSON,JNJ,,Buy,478160104,48541000.0,273454.0,0.214 PROCTER & GAMBLE ORD,PG,,Buy,742718109,44951000.0,312618.0,0.198 HOME DEPOT ORD,HD,,Buy,437076102,41553000.0,151505.0,0.183 ALPHABET CL A ORD,GOOGL,cap stk cl a,Buy,02079K305,41542000.0,381252.0,0.183 ZOETIS CL A ORD,ZTS,cl a,Buy,98978V103,38169000.0,222053.0,0.168 MERCADOLIBRE,MELI,, ,58733R102,15428000.0,24225.0,0.068 WNS HOLDINGS - ADR,WNS,sponsored ads, ,92932M101,14419000.0,193179.0,0.064 Genpact Ltd,G,, ,G3922B107,13442000.0,317337.0,0.059 Taiwan Semiconductor Manufacturing US ADR,TSM,sponsored ads,Buy,874039100,12717000.0,155558.0,0.056 XP CLASS A,XP,cl a, ,G98239109,4550000.0,253367.0,0.02 STARBUCKS CORP,SBUX,,Exit,855244109,0.0,-8233643.0,-2.572