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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 4,379 90,038 SH   SOLE   90,038 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 168,695 343,973 SH   SOLE   156,731 0 187,242
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52,347 178,063 SH   SOLE   178,063 0 0
ALPHABET INC CAP STK CL A 02079K305 82,548 56,324 SH   SOLE   51,286 0 5,038
AMAZON COM INC COM 023135106 283,889 90,160 SH   SOLE   59,554 0 30,606
AMETEK INC COM 031100100 4,834 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 6,106 56,395 SH   SOLE   56,395 0 0
APPLE INC COM 037833100 167,210 1,443,832 SH   SOLE   1,340,528 0 103,304
ASML HOLDING N V N Y REGISTRY SHS N07059210 23,292 63,075 SH   SOLE   63,075 0 0
ATLASSIAN CORP PLC CL A G06242104 20,459 112,540 SH   SOLE   112,540 0 0
AVANTOR INC COM 05352A100 4,127 183,513 SH   SOLE   183,513 0 0
BALL CORP COM 058498106 49,639 597,197 SH   SOLE   559,996 0 37,201
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,742 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 15,178 73,646 SH   SOLE   73,646 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 59,524 47,860 SH   SOLE   44,281 0 3,579
CINTAS CORP COM 172908105 8,610 25,868 SH   SOLE   25,868 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 2,220 57,199 SH   SOLE   57,199 0 0
COGNEX CORP COM 192422103 6,224 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 6,565 19,474 SH   SOLE   19,474 0 0
COSTAR GROUP INC COM 22160N109 14,620 17,230 SH   SOLE   17,230 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 134,243 806,266 SH   SOLE   402,872 0 403,394
DANAHER CORPORATION COM 235851102 125,854 584,472 SH   SOLE   263,200 0 321,272
DATADOG INC CL A COM 23804L103 828 8,109 SH   SOLE   8,109 0 0
DEXCOM INC COM 252131107 33,986 82,444 SH   SOLE   74,722 0 7,722
DIGITAL RLTY TR INC COM 253868103 11,764 80,160 SH   SOLE   80,160 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,566 132,377 SH   SOLE   132,377 0 0
EXACT SCIENCES CORP COM 30063P105 4,000 39,238 SH   SOLE   39,238 0 0
FACEBOOK INC CL A 30303M102 196,961 752,048 SH   SOLE   395,302 0 356,746
FIDELITY NATL INFORMATION SV COM 31620M106 5,768 39,181 SH   SOLE   39,181 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,566 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,639 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 2,195 56,422 SH   SOLE   56,422 0 0
GLOBAL PMTS INC COM 37940X102 7,819 44,029 SH   SOLE   44,029 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,407 51,859 SH   SOLE   51,859 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 1,290 13,255 SH   SOLE   13,255 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,383 27,679 SH   SOLE   27,679 0 0
HEICO CORP NEW COM 422806109 5,077 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,748 67,365 SH   SOLE   67,365 0 0
IDEXX LABS INC COM 45168D104 10,930 27,804 SH   SOLE   27,804 0 0
INSULET CORP COM 45784P101 5,121 21,643 SH   SOLE   21,643 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 47,430 66,846 SH   SOLE   62,102 0 4,744
LAM RESEARCH CORP COM 512807108 40,200 121,177 SH   SOLE   110,609 0 10,568
LAUDER ESTEE COS INC CL A 518439104 10,136 46,444 SH   SOLE   46,444 0 0
LOCKHEED MARTIN CORP COM 539830109 43,633 113,841 SH   SOLE   101,518 0 12,323
LULULEMON ATHLETICA INC COM 550021109 59,272 179,957 SH   SOLE   171,112 0 8,845
LYFT INC CL A COM 55087P104 4,087 148,350 SH   SOLE   148,350 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,050 127,202 SH   SOLE   127,202 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,249 53,963 SH   SOLE   53,963 0 0
MCDONALDS CORP COM 580135101 27,422 124,936 SH   SOLE   124,936 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,666 17,257 SH   SOLE   17,257 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,479 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 245,937 1,169,293 SH   SOLE   748,926 0 420,367
MOODYS CORP COM 615369105 5,436 18,756 SH   SOLE   18,756 0 0
MSCI INC COM 55354G100 5,312 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 2,742 37,954 SH   SOLE   37,954 0 0
NIKE INC CL B 654106103 46,235 368,289 SH   SOLE   327,143 0 41,146
NOVANTA INC COM 67000B104 4,474 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 106,098 196,034 SH   SOLE   183,116 0 12,918
OKTA INC CL A 679295105 5,558 25,990 SH   SOLE   25,990 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 4,727 54,113 SH   SOLE   54,113 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,650 43,763 SH   SOLE   43,763 0 0
PAYPAL HLDGS INC COM 70450Y103 233,230 1,183,727 SH   SOLE   667,226 0 516,501
PTC INC COM 69370C100 5,133 62,052 SH   SOLE   62,052 0 0
REALPAGE INC COM 75606N109 4,897 84,965 SH   SOLE   84,965 0 0
REPLIGEN CORP COM 759916109 3,378 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 154,011 427,097 SH   SOLE   202,369 0 224,728
SALESFORCE COM INC COM 79466L302 9,935 39,533 SH   SOLE   39,533 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,032 15,799 SH   SOLE   15,799 0 0
SEA LTD SPONSORD ADS 81141R100 2,339 15,186 SH   SOLE   15,186 0 0
SERVICENOW INC COM 81762P102 198,089 408,431 SH   SOLE   216,711 0 191,720
SHERWIN WILLIAMS CO COM 824348106 92,847 133,259 SH   SOLE   123,604 0 9,655
SHOPIFY INC CL A 82509L107 19,747 19,304 SH   SOLE   19,304 0 0
SNAP INC CL A 83304A106 21,841 836,482 SH   SOLE   836,482 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,139 99,513 SH   SOLE   99,513 0 0
SQUARE INC CL A 852234103 93,144 573,018 SH   SOLE   539,778 0 33,240
STARBUCKS CORP COM 855244109 63,298 736,714 SH   SOLE   672,401 0 64,313
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,351 152,352 SH   SOLE   152,352 0 0
TELADOC HEALTH INC COM 87918A105 805 3,671 SH   SOLE   3,671 0 0
TELEFLEX INCORPORATED COM 879369106 5,539 16,270 SH   SOLE   16,270 0 0
TESLA INC COM 88160R101 36,722 85,597 SH   SOLE   78,540 0 7,057
TWILIO INC CL A 90138F102 27,170 109,961 SH   SOLE   109,961 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,580 180,381 SH   SOLE   180,381 0 0
UNITED PARCEL SERVICE INC CL B 911312106 44,325 266,010 SH   SOLE   242,490 0 23,520
VERISK ANALYTICS INC COM 92345Y106 4,220 22,774 SH   SOLE   22,774 0 0
VISA INC COM CL A 92826C839 184,941 924,843 SH   SOLE   523,224 0 401,619
VULCAN MATLS CO COM 929160109 2,350 17,340 SH   SOLE   17,340 0 0
DISNEY WALT CO COM DISNEY 254687106 57,027 459,595 SH   SOLE   422,175 0 37,420
WEX INC COM 96208T104 4,898 35,248 SH   SOLE   35,248 0 0
ZOETIS INC CL A 98978V103 14,526 87,838 SH   SOLE   87,838 0 0