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
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
AIR LEASE CORP CS 00912X302 2,867 97,450 SH   SOLE   0 0 97,450
ALPHABET INC CAP STK CL A CS 02079K305 34,049 23,232 SH   SOLE   17,461 0 5,771
AMERCO CS 023586100 575 1,615 SH   SOLE   0 0 1,615
AMERICAN CAMPUS CMNTYS INC CS 024835100 1,603 45,895 SH   SOLE   19,269 0 26,626
AON PLC SHS CL A CS G0403H108 262 1,272 SH   SOLE   1,272 0 0
APPLE INC COM CS 037833100 329 2,840 SH   SOLE   0 0 2,840
APTIV PLC CS G6095L109 35,446 386,627 SH   SOLE   296,517 0 90,110
BALL CORP CS 058498106 40,744 490,187 SH   SOLE   369,189 0 120,998
BIG 5 SPORTING GOODS CORP CS 08915P101 75 10,000 SH   SOLE   0 0 10,000
BIO TECHNE CORP CS 09073M104 2,454 9,905 SH   SOLE   0 0 9,905
BROWN FORMAN CORP CS 115637209 7,160 95,062 SH   SOLE   0 0 95,062
CALAVO GROWERS INC CS 128246105 1,753 26,451 SH   SOLE   0 0 26,451
CATALENT INC CS 148806102 37,220 434,508 SH   SOLE   334,305 0 100,203
CLARIVATE ANALYTICS PLC CS G21810109 50,895 1,642,306 SH   SOLE   1,246,394 0 395,912
CME GROUP INC CS 12572Q105 2,921 17,461 SH   SOLE   0 0 17,461
COCA COLA CO CS 191216100 2,147 43,495 SH   SOLE   0 0 43,495
CROWN HOLDINGS INC CS 228368106 210 2,735 SH   SOLE   2,735 0 0
DANAHER CORP DEL CS 235851102 58,905 273,557 SH   SOLE   209,034 0 64,523
DANAHER CORPORATION MND CON PF PFD 235851300 1,405 952 SH   SOLE   392 0 560
DOCUSIGN INC COM CS 256163106 5,458 25,356 SH   SOLE   0 0 25,356
ELANCO ANIMAL HEALTH INC CS 28414H202 1,329 29,956 SH   SOLE   13,429 0 16,527
ELANCO ANIMAL HEALTH INC COM CS 28414H103 260 9,325 SH   SOLE   9,325 0 0
EQUINIX INC CS 29444U700 738 971 SH   SOLE   971 0 0
FACEBOOK INC CS 30303M102 34,517 131,793 SH   SOLE   97,284 0 34,509
FIRST AMERN FINL CORP CS 31847R102 3,394 66,676 SH   SOLE   0 0 66,676
FISERV INC CS 337738108 24,798 240,638 SH   SOLE   190,167 0 50,471
FLEX LTD ORD CS Y2573F102 669 60,061 SH   SOLE   0 0 60,061
FORESTAR GROUP INC CS 346232101 1,204 68,020 SH   SOLE   0 0 68,020
GENERAL DYNAMICS CORP CS 369550108 2,675 19,324 SH   SOLE   0 0 19,324
GRACO INC CS 384109104 9,448 154,000 SH   SOLE   0 0 154,000
GUIDEWIRE SOFTWARE INC CS 40171V100 299 2,868 SH   SOLE   2,868 0 0
HALOZYME THERAPEUTICS INC CS 40637H109 28,488 1,084,015 SH   SOLE   696,509 0 387,506
HEXCEL CORP NEW CS 428291108 445 13,250 SH   SOLE   4,312 0 8,938
HOWMET AEROSPACE INC COM CS 443201108 268 16,032 SH   SOLE   16,032 0 0
HYATT HOTELS CORP CS 448579102 230 4,318 SH   SOLE   4,318 0 0
INTEL CORP CS 458140100 207 4,000 SH   SOLE   0 0 4,000
INTERACTIVE BROKERS GROUP IN CS 45841N107 706 14,600 SH   SOLE   0 0 14,600
INTUIT CS 461202103 19,592 60,061 SH   SOLE   43,801 0 16,260
IQVIA HLDGS INC COM CS 46266C105 47,888 303,798 SH   SOLE   228,477 0 75,321
ISHARES TR US PFD STK IDX ETF 464288687 259 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103 6,922 70,077 SH   SOLE   2,977 0 67,100
KLA-TENCOR CORP CS 482480100 3,352 17,300 SH   SOLE   0 0 17,300
LIBERTY MEDIA CORP DELAWARE CO CS 531229854 2,092 57,685 SH   SOLE   0 0 57,685
MARTIN MARIETTA MATLS INC CS 573284106 17,193 73,048 SH   SOLE   58,378 0 14,670
MEDALLIA INC COM CS 584021109 22,713 828,351 SH   SOLE   590,224 0 238,127
MICROSOFT CORP CS 594918104 47,851 227,505 SH   SOLE   174,114 0 53,391
MOODYS CORP CS 615369105 3,666 12,649 SH   SOLE   0 0 12,649
NEW YORK TIMES CO CS 650111107 32,886 768,553 SH   SOLE   618,000 0 150,553
PALO ALTO NETWORKS INC CS 697435105 37,926 154,957 SH   SOLE   117,438 0 37,519
PAYPAL HLDGS INC CS 70450Y103 26,065 132,288 SH   SOLE   95,229 0 37,059
PROGRESSIVE CORP OHIO CS 743315103 29,846 315,267 SH   SOLE   221,372 0 93,895
PTC INC CS 69370C100 466 5,638 SH   SOLE   5,638 0 0
ROLLINS INC CS 775711104 1,091 20,125 SH   SOLE   0 0 20,125
SALESFORCE COM INC CS 79466L302 45,983 182,966 SH   SOLE   140,627 0 42,339
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 1,220 20,789 SH   SOLE   10,031 0 10,758
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 1,222 19,826 SH   SOLE   9,567 0 10,259
SHERWIN WILLIAMS CO CS 824348106 37,134 53,297 SH   SOLE   40,255 0 13,042
SOUTHWEST AIRLS CO CS 844741108 15,944 425,170 SH   SOLE   341,177 0 83,993
STARBUCKS CORP CS 855244109 34,239 398,503 SH   SOLE   295,184 0 103,319
SVB FINL GROUP CS 78486Q101 12,176 50,604 SH   SOLE   40,220 0 10,384
THOR INDS INC CS 885160101 4,824 50,640 SH   SOLE   0 0 50,640
TJX COS INC CS 872540109 4,101 73,695 SH   SOLE   0 0 73,695
TWITTER INC CS 90184L102 29,511 663,158 SH   SOLE   498,962 0 164,196
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 1,110 20,445 SH   SOLE   9,485 0 10,960
VISA INC CS 92826C839 45,427 227,170 SH   SOLE   172,162 0 55,008