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
ABIOMED INC COM 003654100 3,630 13,935 SH   SOLE   13,935 0 0
ADOBE INC COM 00724F101 51,497 174,773 SH   SOLE   155,419 0 19,354
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 121,320 715,966 SH   SOLE   346,768 0 369,198
ALPHABET INC CAP STK CL A 02079K305 114,875 106,091 SH   SOLE   67,237 0 38,854
AMAZON COM INC COM 023135106 203,738 107,591 SH   SOLE   57,053 0 50,538
AMETEK INC NEW COM 031100100 7,857 86,491 SH   SOLE   86,491 0 0
APPLE INC COM 037833100 71,166 359,570 SH   SOLE   322,901 0 36,669
ASML HOLDING N V N Y REGISTRY SHS N07059210 14,923 71,770 SH   SOLE   71,770 0 0
ATLASSIAN CORP PLC CL A G06242104 15,336 117,212 SH   SOLE   117,212 0 0
BALL CORP COM 058498106 5,938 84,843 SH   SOLE   84,843 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 806 3,779 SH   SOLE   3,779 0 0
BOEING CO COM 097023105 94,632 259,971 SH   SOLE   139,008 0 120,963
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,789 53,174 SH   SOLE   53,174 0 0
BURLINGTON STORES INC COM 122017106 8,321 48,903 SH   SOLE   48,903 0 0
COGNEX CORP COM 192422103 4,979 103,768 SH   SOLE   103,768 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,331 27,069 SH   SOLE   27,069 0 0
COOPER COS INC COM NEW 216648402 6,184 18,355 SH   SOLE   18,355 0 0
COSTAR GROUP INC COM 22160N109 9,167 16,546 SH   SOLE   16,546 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 9,474 72,680 SH   SOLE   72,680 0 0
DANAHER CORPORATION COM 235851102 40,079 280,433 SH   SOLE   245,031 0 35,402
DOLLAR TREE INC COM 256746108 137,698 1,282,223 SH   SOLE   486,748 0 795,475
DOMINOS PIZZA INC COM 25754A201 4,826 17,343 SH   SOLE   17,343 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,132 122,242 SH   SOLE   122,242 0 0
EXACT SCIENCES CORP COM 30063P105 3,142 26,614 SH   SOLE   26,614 0 0
FACEBOOK INC CL A 30303M102 196,937 1,020,397 SH   SOLE   542,264 0 478,133
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,984 51,040 SH   SOLE   51,040 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,920 24,639 SH   SOLE   24,639 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,570 37,477 SH   SOLE   37,477 0 0
FRONTDOOR INC COM 35905A109 2,210 50,753 SH   SOLE   50,753 0 0
GARTNER INC COM 366651107 6,430 39,951 SH   SOLE   39,951 0 0
GENESEE & WYO INC CL A 371559105 3,766 37,657 SH   SOLE   37,657 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 7,165 70,678 SH   SOLE   70,678 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 10,514 60,990 SH   SOLE   60,990 0 0
HARRIS CORP DEL COM 413875105 5,480 28,974 SH   SOLE   28,974 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,173 16,711 SH   SOLE   16,711 0 0
HEALTHCARE SVCS GRP INC COM 421906108 2,786 91,887 SH   SOLE   91,887 0 0
HEICO CORP NEW COM 422806109 5,822 43,510 SH   SOLE   43,510 0 0
IDEXX LABS INC COM 45168D104 5,255 19,088 SH   SOLE   19,088 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 26,834 312,242 SH   SOLE   277,070 0 35,172
INTERXION HOLDING N.V SHS N47279109 30,237 397,384 SH   SOLE   397,384 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 45,012 85,810 SH   SOLE   78,638 0 7,172
LAM RESEARCH CORP COM 512807108 5,618 29,909 SH   SOLE   29,909 0 0
LIVANOVA PLC SHS G5509L101 3,703 51,466 SH   SOLE   51,466 0 0
LOCKHEED MARTIN CORP COM 539830109 61,998 170,540 SH   SOLE   154,114 0 16,426
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,184 47,723 SH   SOLE   47,723 0 0
MARRIOTT INTL INC NEW CL A 571903202 54,159 386,052 SH   SOLE   347,961 0 38,091
MASTERCARD INC CL A 57636Q104 4,306 16,278 SH   SOLE   16,278 0 0
MCDONALDS CORP COM 580135101 55,431 266,932 SH   SOLE   241,318 0 25,614
MICROCHIP TECHNOLOGY INC COM 595017104 5,095 58,764 SH   SOLE   58,764 0 0
MICROSOFT CORP COM 594918104 88,486 660,538 SH   SOLE   604,546 0 55,992
MSCI INC COM 55354G100 1,922 8,048 SH   SOLE   8,048 0 0
NETFLIX INC COM 64110L106 47,197 128,490 SH   SOLE   114,403 0 14,087
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,838 71,572 SH   SOLE   71,572 0 0
NOVANTA INC COM 67000B104 4,476 47,464 SH   SOLE   47,464 0 0
NVIDIA CORP COM 67066G104 93,312 568,176 SH   SOLE   287,334 0 280,842
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,667 42,101 SH   SOLE   42,101 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,275 16,990 SH   SOLE   16,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,324 33,966 SH   SOLE   33,966 0 0
PAYPAL HLDGS INC COM 70450Y103 180,763 1,579,266 SH   SOLE   798,534 0 780,732
PTC INC COM 69370C100 6,258 69,722 SH   SOLE   69,722 0 0
QIAGEN NV SHS NEW N72482123 1,693 41,763 SH   SOLE   41,763 0 0
REALPAGE INC COM 75606N109 5,350 90,910 SH   SOLE   90,910 0 0
RESMED INC COM 761152107 4,260 34,911 SH   SOLE   34,911 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 2,497 38,937 SH   SOLE   38,937 0 0
S&P GLOBAL INC COM 78409V104 64,565 283,443 SH   SOLE   252,580 0 30,863
SALESFORCE COM INC COM 79466L302 162,035 1,067,914 SH   SOLE   529,043 0 538,871
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,888 26,187 SH   SOLE   26,187 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,771 149,178 SH   SOLE   149,178 0 0
SERVICENOW INC COM 81762P102 12,172 44,331 SH   SOLE   26,486 0 17,845
SHERWIN WILLIAMS CO COM 824348106 70,164 153,099 SH   SOLE   137,647 0 15,452
SIGNATURE BK NEW YORK N Y COM 82669G104 3,385 28,010 SH   SOLE   28,010 0 0
SMITH A O CORP COM 831865209 4,817 102,151 SH   SOLE   102,151 0 0
SNAP INC CL A 83304A106 12,217 854,352 SH   SOLE   854,352 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,828 33,018 SH   SOLE   33,018 0 0
SQUARE INC CL A 852234103 2,544 35,070 SH   SOLE   35,070 0 0
TELEFLEX INC COM 879369106 7,899 23,854 SH   SOLE   23,854 0 0
TJX COS INC NEW COM 872540109 7,128 134,791 SH   SOLE   134,791 0 0
ULTA BEAUTY INC COM 90384S303 4,296 12,385 SH   SOLE   12,385 0 0
UNDER ARMOUR INC CL A 904311107 3,127 123,367 SH   SOLE   123,367 0 0
UNITEDHEALTH GROUP INC COM 91324P102 52,896 216,780 SH   SOLE   197,045 0 19,735
VAIL RESORTS INC COM 91879Q109 3,938 17,643 SH   SOLE   17,643 0 0
VERISK ANALYTICS INC COM 92345Y106 5,666 38,685 SH   SOLE   38,685 0 0
VISA INC COM CL A 92826C839 217,441 1,252,900 SH   SOLE   664,617 0 588,283
VULCAN MATLS CO COM 929160109 6,271 45,671 SH   SOLE   45,671 0 0
DISNEY WALT CO COM DISNEY 254687106 158,284 1,133,518 SH   SOLE   468,860 0 664,658
WORLDPAY INC CL A 981558109 20,113 164,119 SH   SOLE   164,119 0 0
ZOETIS INC CL A 98978V103 11,300 99,568 SH   SOLE   99,568 0 0