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
ADOBE SYSTEMS INCORPORATED COM 00724F101 58,182 101,060 SH   SOLE   86,716 0 14,344
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,142 34,729 SH   SOLE   34,729 0 0
ALPHABET INC CAP STK CL A 02079K305 194,386 72,708 SH   SOLE   65,034 0 7,674
AMAZON COM INC COM 023135106 230,087 70,041 SH   SOLE   63,596 0 6,445
AMERICAN EXPRESS CO COM 025816109 83,915 500,895 SH   SOLE   450,370 0 50,525
AMETEK INC COM 031100100 6,031 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 8,260 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 139,077 982,877 SH   SOLE   901,838 0 81,039
ASML HOLDING N V N Y REGISTRY SHS N07059210 39,498 53,009 SH   SOLE   53,009 0 0
ATLASSIAN CORP PLC CL A G06242104 14,879 38,012 SH   SOLE   38,012 0 0
AVANTOR INC COM 05352A100 9,117 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 7,967 45,519 SH   SOLE   45,519 0 0
BALL CORP COM 058498106 3,832 42,589 SH   SOLE   42,589 0 0
BLACKSTONE INC COM 09260D107 87,544 752,481 SH   SOLE   661,950 0 90,531
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,183 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 18,389 64,849 SH   SOLE   64,849 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 84,747 46,628 SH   SOLE   42,750 0 3,878
CINTAS CORP COM 172908105 8,445 22,184 SH   SOLE   22,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,835 69,369 SH   SOLE   69,369 0 0
COGNEX CORP COM 192422103 7,669 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,606 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 13,956 162,170 SH   SOLE   162,170 0 0
DANAHER CORPORATION COM 235851102 74,906 246,045 SH   SOLE   223,194 0 22,851
DATADOG INC CL A COM 23804L103 5,111 36,162 SH   SOLE   36,162 0 0
DEXCOM INC COM 252131107 20,523 37,529 SH   SOLE   37,529 0 0
DOCUSIGN INC COM 256163106 4,251 16,515 SH   SOLE   16,515 0 0
DOMINOS PIZZA INC COM 25754A201 7,054 14,789 SH   SOLE   14,789 0 0
DOORDASH INC CL A 25809K105 5,089 24,705 SH   SOLE   24,705 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,468 57,136 SH   SOLE   57,136 0 0
EXACT SCIENCES CORP COM 30063P105 7,204 75,476 SH   SOLE   75,476 0 0
FACEBOOK INC CL A 30303M102 178,697 526,523 SH   SOLE   475,950 0 50,573
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,845 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,876 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 2,843 67,857 SH   SOLE   67,857 0 0
GLOBAL PMTS INC COM 37940X102 6,938 44,029 SH   SOLE   44,029 0 0
GLOBANT S A COM L44385109 11,477 40,842 SH   SOLE   40,842 0 0
GOODRX HLDGS INC COM CL A 38246G108 4,681 114,118 SH   SOLE   114,118 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,164 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,831 52,412 SH   SOLE   52,412 0 0
HEICO CORP NEW COM 422806109 6,396 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 12,318 93,244 SH   SOLE   93,244 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 4,397 40,140 SH   SOLE   40,140 0 0
IDEXX LABS INC COM 45168D104 9,228 14,839 SH   SOLE   14,839 0 0
INSULET CORP COM 45784P101 18,550 65,265 SH   SOLE   65,265 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 54,573 54,894 SH   SOLE   50,150 0 4,744
LAM RESEARCH CORP COM 512807108 65,200 114,557 SH   SOLE   100,908 0 13,649
LAUDER ESTEE COS INC CL A 518439104 24,648 82,179 SH   SOLE   58,787 0 23,392
LULULEMON ATHLETICA INC COM 550021109 63,729 157,473 SH   SOLE   148,628 0 8,845
LYFT INC CL A COM 55087P104 17,601 328,432 SH   SOLE   328,432 0 0
MARVELL TECHNOLOGY INC COM 573874104 10,692 177,282 SH   SOLE   177,282 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,348 78,659 SH   SOLE   78,659 0 0
MATCH GROUP INC NEW COM 57667L107 7,094 45,188 SH   SOLE   45,188 0 0
MERCADOLIBRE INC COM 58733R102 5,431 3,234 SH   SOLE   3,234 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,624 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,184 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 205,910 730,386 SH   SOLE   654,583 0 75,803
MSCI INC COM 55354G100 9,057 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 7,935 71,200 SH   SOLE   71,200 0 0
NIKE INC CL B 654106103 54,924 378,188 SH   SOLE   326,587 0 51,601
NOVANTA INC COM 67000B104 6,562 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 150,035 724,249 SH   SOLE   655,133 0 69,116
OLLIES BARGAIN OUTLET HLDGS COM 681116109 5,594 92,808 SH   SOLE   92,808 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,706 32,989 SH   SOLE   32,989 0 0
PAYPAL HLDGS INC COM 70450Y103 130,686 502,234 SH   SOLE   458,675 0 43,559
PLANET FITNESS INC CL A 72703H101 4,489 57,142 SH   SOLE   57,142 0 0
PTC INC COM 69370C100 7,433 62,052 SH   SOLE   62,052 0 0
REPLIGEN CORP COM 759916109 6,616 22,893 SH   SOLE   22,893 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,826 23,673 SH   SOLE   23,673 0 0
SEA LTD SPONSORD ADS 81141R100 64,339 201,859 SH   SOLE   201,859 0 0
SERVICENOW INC COM 81762P102 85,752 137,805 SH   SOLE   123,733 0 14,072
SHERWIN WILLIAMS CO COM 824348106 91,949 328,706 SH   SOLE   295,172 0 33,534
SHOPIFY INC CL A 82509L107 47,873 35,310 SH   SOLE   35,310 0 0
SNAP INC CL A 83304A106 17,882 242,079 SH   SOLE   242,079 0 0
SPIRIT AIRLS INC COM 848577102 4,134 159,352 SH   SOLE   159,352 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,730 25,430 SH   SOLE   25,430 0 0
SQUARE INC CL A 852234103 10,604 44,213 SH   SOLE   44,213 0 0
STARBUCKS CORP COM 855244109 108,950 987,672 SH   SOLE   867,943 0 119,729
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 58,929 527,799 SH   SOLE   468,957 0 58,842
TELADOC HEALTH INC COM 87918A105 3,223 25,414 SH   SOLE   25,414 0 0
TESLA INC COM 88160R101 13,179 16,994 SH   SOLE   16,994 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,410 14,720 SH   SOLE   401 0 14,319
TWILIO INC CL A 90138F102 44,351 139,008 SH   SOLE   139,008 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,016 67,314 SH   SOLE   67,314 0 0
UNITED PARCEL SERVICE INC CL B 911312106 65,852 361,624 SH   SOLE   311,267 0 50,357
UNITY SOFTWARE INC COM 91332U101 3,948 31,275 SH   SOLE   31,275 0 0
VISA INC COM CL A 92826C839 127,897 574,171 SH   SOLE   524,313 0 49,858
DISNEY WALT CO COM 254687106 150,253 888,177 SH   SOLE   802,003 0 86,174
WEX INC COM 96208T104 8,322 47,247 SH   SOLE   47,247 0 0
ZOETIS INC CL A 98978V103 611 3,147 SH   SOLE   3,147 0 0