Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,,Sell,594918104,2162387000.0,9284614.0,10.264 PHILIP MORRIS INTERNATIONAL,PM,,Buy,718172109,1368757000.0,16489067.0,6.497 ESTEE LAUDER COMPANIES CL A,EL,cl a,Buy,518439104,1285895000.0,5955974.0,6.104 AUTOMATIC DATA PROCESSING,ADP,,Buy,053015103,1260258000.0,5571678.0,5.982 IDEXX LABORATORIES INC,IDXX,,Buy,45168D104,1179649000.0,3620777.0,5.6 PEPSICO INC,PEP,,Buy,713448108,1166381000.0,7144313.0,5.537 STRYKER CORP,SYK,,Sell,863667101,1140010000.0,5628569.0,5.411 MCCORMICK & CO NON VTG SHRS,MKC,,Buy,579780206,1105164000.0,15506721.0,5.246 VISA INC CLASS A SHARES,V,,Buy,92826C839,1001127000.0,5635390.0,4.752 WATERS CORP,WAT,,Buy,941848103,995427000.0,3693197.0,4.725 BROWN FORMAN CORP CLASS B,BFB,cl b,Buy,115637209,813907000.0,12226340.0,3.863 AMAZON COM ORD,AMZN,,Buy,023135106,766628000.0,6784322.0,3.639 META PLATFORMS INC-CLASS A,FB,cl a,Buy,30303M102,743565000.0,5480284.0,3.53 ALPHABET CL A ORD,GOOGL,cap stk cl a,Buy,02079K305,730080000.0,7632828.0,3.466 INTUIT INC,INTU,,Sell,461202103,657153000.0,1696667.0,3.119 METTLER TOLEDO ORD,MTD,,Buy,592688105,608686000.0,561456.0,2.889 CHURCH AND DWIGHT ORD,CHD,,Buy,171340102,604241000.0,8458025.0,2.868 ADOBE ORD,ADBE,,Buy,00724F101,581029000.0,2111297.0,2.758 NIKE INC CL B,NKE,cl b,Buy,654106103,559764000.0,6734408.0,2.657 PAYPAL HOLDINGS INC,PYPL,,Sell,70450Y103,482960000.0,5611242.0,2.293 OTIS WORLDWIDE ORD,OTIS,,New,68902V107,401039000.0,6285878.0,1.904 VERISIGN INC,VRSN,,Buy,92343E102,117340000.0,675533.0,0.557 SABRE CORP,SABR,,Buy,78573M104,117074000.0,22732769.0,0.556 FORTINET ORD,FTNT,,Buy,34959E109,113778000.0,2315857.0,0.54 MASIMO CORP,MASI,,Buy,574795100,108010000.0,765161.0,0.513 QUALYS INC,QLYS,,Sell,74758T303,92195000.0,661420.0,0.438 VERISK ANALYTICS INC,VRSK,,Buy,92345Y106,90496000.0,530677.0,0.43 MSCI INC,MSCI,,Buy,55354G100,89230000.0,211551.0,0.424 COGNEX CORP,CGNX,,Buy,192422103,85473000.0,2062083.0,0.406 EQUIFAX INC,EFX,,Buy,294429105,85004000.0,495850.0,0.403 IPG PHOTONICS CORP,IPGP,,Buy,44980X109,72136000.0,855203.0,0.342 AAPL US,AAPL,,New,037833100,63086000.0,456485.0,0.299 ANSYS INC,ANSS,,Sell,03662Q105,60870000.0,274559.0,0.289 ROLLINS ORD,ROL,,Sell,775711104,59930000.0,1728084.0,0.284 PAYCOM SOFTWARE INC,PAYC,,Sell,70432V102,53230000.0,161308.0,0.253 JOHNSON & JOHNSON,JNJ,,Buy,478160104,44899000.0,274847.0,0.213 HOME DEPOT ORD,HD,,Buy,437076102,42013000.0,152255.0,0.199 PROCTER & GAMBLE ORD,PG,,Buy,742718109,39669000.0,314211.0,0.188 ZOETIS CL A ORD,ZTS,cl a,Buy,98978V103,33096000.0,223185.0,0.157 MERCADOLIBRE,MELI,, ,58733R102,20053000.0,24225.0,0.095 IDEX ORD,IEX,,New,45167R104,19171000.0,95928.0,0.091 WNS HOLDINGS - ADR,WNS,sponsored ads, ,92932M101,15810000.0,193179.0,0.075 Genpact Ltd,G,, ,G3922B107,13890000.0,317337.0,0.066 Taiwan Semiconductor Manufacturing US ADR,TSM,sponsored ads, ,874039100,10665000.0,155558.0,0.051 XP CLASS A,XP,cl a, ,G98239109,4817000.0,253367.0,0.023 EDWARDS LIFESCIENCES ORD,EW,,New,28176E108,825000.0,9979.0,0.004 WINGSTOP ORD,WING,,Exit,974155103,0.0,-825464.0,-0.272