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
ACTIVISION BLIZZARD INC COM 00507V109 13,852 145,140 SH   SOLE   145,140 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 59,129 100,965 SH   SOLE   86,621 0 14,344
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37,658 166,054 SH   SOLE   166,054 0 0
ALPHABET INC CAP STK CL A 02079K305 179,621 73,561 SH   SOLE   65,887 0 7,674
AMAZON COM INC COM 023135106 338,378 98,361 SH   SOLE   64,803 0 33,558
AMERICAN EXPRESS CO COM 025816109 85,057 514,778 SH   SOLE   464,253 0 50,525
AMETEK INC COM 031100100 6,493 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 7,716 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 128,304 936,798 SH   SOLE   855,759 0 81,039
ASML HOLDING N V N Y REGISTRY SHS N07059210 34,105 49,368 SH   SOLE   49,368 0 0
ATLASSIAN CORP PLC CL A G06242104 12,338 48,035 SH   SOLE   48,035 0 0
AVANTOR INC COM 05352A100 7,916 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 8,048 45,519 SH   SOLE   45,519 0 0
BALL CORP COM 058498106 5,866 72,399 SH   SOLE   72,399 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,524 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 20,881 64,849 SH   SOLE   64,849 0 0
CANADIAN PAC RY LTD COM 13645T100 78,766 1,024,131 SH   SOLE   926,311 0 97,820
CHEWY INC CL A 16679L109 4,465 56,016 SH   SOLE   56,016 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 73,464 47,386 SH   SOLE   43,508 0 3,878
CINTAS CORP COM 172908105 8,474 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,256 54,885 SH   SOLE   54,885 0 0
COGNEX CORP COM 192422103 8,035 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,292 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 13,431 162,170 SH   SOLE   162,170 0 0
DANAHER CORPORATION COM 235851102 138,552 516,293 SH   SOLE   226,207 0 290,086
DATADOG INC CL A COM 23804L103 3,764 36,162 SH   SOLE   36,162 0 0
DEXCOM INC COM 252131107 16,025 37,529 SH   SOLE   37,529 0 0
DOCUSIGN INC COM 256163106 6,827 24,420 SH   SOLE   24,420 0 0
DOMINOS PIZZA INC COM 25754A201 6,899 14,789 SH   SOLE   14,789 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,918 57,136 SH   SOLE   57,136 0 0
EXACT SCIENCES CORP COM 30063P105 7,324 58,920 SH   SOLE   58,920 0 0
FACEBOOK INC CL A 30303M102 295,569 850,045 SH   SOLE   485,728 0 364,317
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,553 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,142 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 3,381 67,857 SH   SOLE   67,857 0 0
GLOBAL PMTS INC COM 37940X102 8,257 44,029 SH   SOLE   44,029 0 0
GOODRX HLDGS INC COM CL A 38246G108 2,503 69,508 SH   SOLE   69,508 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,846 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,741 37,483 SH   SOLE   37,483 0 0
HEICO CORP NEW COM 422806109 6,763 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,675 55,339 SH   SOLE   55,339 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 3,759 40,140 SH   SOLE   40,140 0 0
IDEXX LABS INC COM 45168D104 9,372 14,839 SH   SOLE   14,839 0 0
INSULET CORP COM 45784P101 8,213 29,918 SH   SOLE   29,918 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 50,444 54,852 SH   SOLE   50,108 0 4,744
LAM RESEARCH CORP COM 512807108 62,932 96,714 SH   SOLE   85,386 0 11,328
LAUDER ESTEE COS INC CL A 518439104 22,301 70,111 SH   SOLE   46,719 0 23,392
LULULEMON ATHLETICA INC COM 550021109 59,333 162,569 SH   SOLE   153,724 0 8,845
LYFT INC CL A COM 55087P104 15,465 255,698 SH   SOLE   255,698 0 0
MARVELL TECHNOLOGY INC COM 573874104 10,341 177,282 SH   SOLE   177,282 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,810 54,260 SH   SOLE   54,260 0 0
MERCADOLIBRE INC COM 58733R102 4,457 2,861 SH   SOLE   2,861 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,651 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 7,984 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 286,398 1,057,209 SH   SOLE   670,866 0 386,343
MSCI INC COM 55354G100 7,936 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 4,309 37,954 SH   SOLE   37,954 0 0
NIKE INC CL B 654106103 58,366 377,797 SH   SOLE   326,196 0 51,601
NOVANTA INC COM 67000B104 5,723 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 147,871 184,816 SH   SOLE   167,537 0 17,279
OLLIES BARGAIN OUTLET HLDGS COM 681116109 6,586 78,285 SH   SOLE   78,285 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,845 32,989 SH   SOLE   32,989 0 0
PAYPAL HLDGS INC COM 70450Y103 244,915 840,246 SH   SOLE   509,799 0 330,447
PLANET FITNESS INC CL A 72703H101 3,429 45,573 SH   SOLE   45,573 0 0
PTC INC COM 69370C100 8,765 62,052 SH   SOLE   62,052 0 0
REPLIGEN CORP COM 759916109 4,570 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 525 1,280 SH   SOLE   1,280 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,545 23,673 SH   SOLE   23,673 0 0
SEA LTD SPONSORD ADS 81141R100 44,323 161,408 SH   SOLE   161,408 0 0
SERVICENOW INC COM 81762P102 140,446 255,566 SH   SOLE   125,216 0 130,350
SHERWIN WILLIAMS CO COM 824348106 107,206 393,490 SH   SOLE   359,956 0 33,534
SHOPIFY INC CL A 82509L107 41,625 28,491 SH   SOLE   28,491 0 0
SNAP INC CL A 83304A106 16,702 245,110 SH   SOLE   245,110 0 0
SPIRIT AIRLS INC COM 848577102 5,942 195,216 SH   SOLE   195,216 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,468 12,584 SH   SOLE   12,584 0 0
SQUARE INC CL A 852234103 18,841 77,282 SH   SOLE   77,282 0 0
STARBUCKS CORP COM 855244109 191,520 1,712,905 SH   SOLE   1,050,185 0 662,720
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 134,325 1,117,888 SH   SOLE   621,664 0 496,224
TELADOC HEALTH INC COM 87918A105 2,797 16,822 SH   SOLE   16,822 0 0
TESLA INC COM 88160R101 4,077 5,998 SH   SOLE   5,998 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,426 14,720 SH   SOLE   401 0 14,319
TWILIO INC CL A 90138F102 50,581 128,326 SH   SOLE   128,326 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,387 267,092 SH   SOLE   267,092 0 0
UNITED PARCEL SERVICE INC CL B 911312106 74,421 357,847 SH   SOLE   307,490 0 50,357
VISA INC COM CL A 92826C839 203,676 871,081 SH   SOLE   560,658 0 310,423
DISNEY WALT CO COM 254687106 219,029 1,246,112 SH   SOLE   813,982 0 432,130
WEX INC COM 96208T104 9,161 47,247 SH   SOLE   47,247 0 0
ZOETIS INC CL A 98978V103 586 3,147 SH   SOLE   3,147 0 0