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
1-800-FLOWERSCOM CL A 68243Q106 18,398 919,000 SH   SOLE   919,000 0 0
2U INC COM 90214J101 48,095 1,266,985 SH   SOLE   1,266,985 0 0
ABIOMED INC COM 003654100 12,875 53,300 SH   SOLE   53,300 0 0
ACCELERON PHARMA INC COM 00434H108 93,024 976,420 SH   SOLE   974,090 0 2,330
ACI WORLDWIDE INC COM 004498101 45,457 1,684,211 SH   SOLE   1,684,211 0 0
ADDUS HOMECARE COR COM 006739106 58,489 631,900 SH   SOLE   631,900 0 0
ADOBE INC COM 00724F101 385 885 SH   SOLE   130 0 755
AFYA LTD CL A COM G01125106 15,358 655,200 SH   SOLE   470,600 0 184,600
ALBANY INTERNATIONAL CORP CL A 012348108 52,343 891,551 SH   SOLE   891,551 0 0
ALPHABET INC CAP STK CL C 02079K107 359 254 SH   SOLE   37 0 217
ALTICE USA INCORPORATION CL A 02156K103 66,901 2,968,100 SH   SOLE   2,264,900 0 703,200
AMAZON.COM, INC. COM 023135106 1,272 461 SH   SOLE   68 0 393
AMERISOURCEBERGEN CORPORATION COM 03073E105 70,690 701,500 SH   SOLE   535,300 0 166,200
AMETEK INC COM 031100100 54,131 605,700 SH   SOLE   459,575 0 146,125
AMPHENOL CORPORATION CL A 032095101 44,715 466,700 SH   SOLE   355,575 0 111,125
APOLLO GLOBAL MGMT INC COM CL A 03768E105 73,432 1,471,000 SH   SOLE   1,136,275 0 334,725
APPLE INC. COM 037833100 600 1,645 SH   SOLE   240 0 1,405
APTARGROUP INC. COM 038336103 25,565 228,300 SH   SOLE   228,300 0 0
APTIV PLC SHS G6095L109 48,342 620,400 SH   SOLE   472,525 0 147,875
ARCUS BIOSCIENCES INC COM 03969F109 21,892 884,870 SH   SOLE   884,870 0 0
ARGENX SE SPONSORED ADR 04016X101 11,081 49,200 SH   SOLE   49,200 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 33,952 229,560 SH   SOLE   175,485 0 54,075
ASGN INCORPORATED COM 00191U102 41,785 626,645 SH   SOLE   626,645 0 0
ATLASSIAN CORPORATION PLC CL A G06242104 60,535 335,800 SH   SOLE   255,875 0 79,925
ATRICURE INC COM 04963C209 52,839 1,175,510 SH   SOLE   1,175,510 0 0
AVALARA INC COM 05338G106 97,988 736,250 SH   SOLE   611,210 0 125,040
AXON ENTERPRISE INC COM 05464C101 34,615 352,750 SH   SOLE   352,750 0 0
AZEK COMPANY INC CL A CL A 05478C105 27,081 850,000 SH   SOLE   850,000 0 0
Adaptive Biotechnologies Corporation COM 00650F109 76,193 1,574,890 SH   SOLE   1,574,890 0 0
BANDWIDTH INC COM CL A 05988J103 34,187 269,190 SH   SOLE   269,190 0 0
BEST INC SPONSORED ADS 08653C106 21,088 4,927,100 SH   SOLE   3,490,000 0 1,437,100
BILIBILI INC SPONS ADS REP Z 090040106 264 5,700 SH   SOLE   5,700 0 0
BILL COM HLDGS INC COM 090043100 123,758 1,371,886 SH   SOLE   1,368,111 0 3,775
BJS WHSL CLUB HLDGS INC COM 05550J101 87,744 2,354,275 SH   SOLE   2,354,275 0 0
BLUEBIRD BIO INC COM 09609G100 57,231 937,595 SH   SOLE   772,730 0 164,865
BLUEPRINT MEDICINES CORPORATION COM 09627Y109 59,970 768,850 SH   SOLE   768,850 0 0
BOOZ ALLEN HAMILTON INC CL A 099502106 128,930 1,657,405 SH   SOLE   1,372,355 0 285,050
BOSTON BEER CO INC CL A 100557107 35,049 65,310 SH   SOLE   65,310 0 0
BOTTOMLINE TECHNOLOGIES (DE), INC COM 101388106 37,244 733,590 SH   SOLE   733,590 0 0
BRIDGEBIO PHARMA INC COM 10806X102 23,434 718,629 SH   SOLE   718,629 0 0
BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 109194100 29,827 254,500 SH   SOLE   254,500 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC. COM 11133T103 31,106 246,500 SH   SOLE   246,500 0 0
BROOKS AUTOMATION COM 114340102 24,453 552,740 SH   SOLE   552,740 0 0
BRUNSWICK CORPORATION COM 117043109 78,041 1,219,200 SH   SOLE   1,012,200 0 207,000
BURLINGTON STORES INC. COM 122017106 65,263 331,400 SH   SOLE   252,950 0 78,450
BWX TECHNOLOGIES INC COM 05605H100 37,575 663,400 SH   SOLE   505,675 0 157,725
CABOT MICROELECTRO COM 12709P103 33,456 239,757 SH   SOLE   239,757 0 0
CALLAWAY GOLF CO COM 131193104 51,262 2,927,600 SH   SOLE   2,927,600 0 0
CASELLA WASTE SYSTEMS, INC. CL A 147448104 44,166 847,395 SH   SOLE   847,395 0 0
CATALENT INC COM 148806102 80,527 1,098,600 SH   SOLE   906,050 0 192,550
CBRE GROUP CL A 12504L109 36,058 797,400 SH   SOLE   608,275 0 189,125
CENTENE CORPORATION COM 15135B101 101,419 1,595,890 SH   SOLE   1,211,655 0 384,235
CHARLES RIVER LABORATORIES INTL, INC. COM 159864107 112,248 643,810 SH   SOLE   541,160 0 102,650
CHEGG INC COM 163092109 26,568 395,000 SH   SOLE   395,000 0 0
CHEMED CORPORATION COM 16359R103 81,887 181,540 SH   SOLE   150,165 0 31,375
CHINA INDEX HLDGS LTD SPNSRD ADS A 16954W101 328 153,100 SH   SOLE   153,100 0 0
CINTAS CORPORATION COM 172908105 44,802 168,200 SH   SOLE   128,250 0 39,950
CIRCOR INTL COM 17273K109 17,063 669,680 SH   SOLE   669,680 0 0
CLARIVATE PLC ORD SHS G21810109 30,416 1,362,100 SH   SOLE   1,362,100 0 0
CLEAN HARBORS, INC. COM 184496107 89,604 1,493,905 SH   SOLE   1,489,305 0 4,600
COGENT COMMUNICATIONS HOLDINGS, INC. COM NEW 19239V302 29,326 379,080 SH   SOLE   379,080 0 0
COGNEX CORP COM 192422103 10,033 168,000 SH   SOLE   168,000 0 0
COPART INC COM 217204106 48,929 587,600 SH   SOLE   448,200 0 139,400
COSTAR GROUP INC COM 22160N109 101,356 142,620 SH   SOLE   108,121 0 34,499
COUPA SOFTWARE INCORPORATED COM 22266L106 76,922 277,655 SH   SOLE   230,040 0 47,615
CRISPR THERAPEUTICS AG COM H17182108 25,056 340,950 SH   SOLE   340,950 0 0
CRYOPORT INC NAMEN AKT 229050307 22,942 758,400 SH   SOLE   758,400 0 0
CURIOSITYSTREAM INC COM PAR $0.001 23128L409 25,988 2,316,264 SH   SOLE   2,316,264 0 0
CUSHMAN AND WAKEFIELD PLC SHS G2717B108 11,569 928,500 SH   SOLE   928,500 0 0
CYBER-ARK SOFTWARE LIMITED SHS M2682V108 57,242 576,625 SH   SOLE   477,425 0 99,200
Crowdstrike Holdings Inc CL A 22788C105 87,227 869,750 SH   SOLE   660,985 0 208,765
DECIPHERA PHARMACEUTICALS INC COM 24344T101 33,475 560,530 SH   SOLE   560,530 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 41,823 834,960 SH   SOLE   631,910 0 203,050
DOMINOS PIZZA INC COM 25754A201 77,176 208,900 SH   SOLE   158,825 0 50,075
ELASTIC N V ORD SHS N14506104 77,005 835,100 SH   SOLE   686,000 0 149,100
EMCOR GROUP INC COM 29084Q100 65,303 987,350 SH   SOLE   987,350 0 0
ENCOMPASS HEALTH CORPORATION COM 29261A100 84,948 1,371,680 SH   SOLE   1,187,605 0 184,075
ENTEGRIS INC COM 29362U104 84,016 1,422,800 SH   SOLE   1,180,250 0 242,550
ENVESTNET INC COM 29404K106 71,458 971,685 SH   SOLE   971,685 0 0
EVERCORE INC CLASS A 29977A105 50,560 858,110 SH   SOLE   858,110 0 0
EVO PAYMENTS INC CL A COM 26927E104 37,588 1,646,414 SH   SOLE   1,646,414 0 0
EXLSERVICE HLDGS I COM 302081104 46,449 732,640 SH   SOLE   732,640 0 0
EXPONENT INC COM 30214U102 41,670 514,885 SH   SOLE   514,885 0 0
FACEBOOK, INC. CL A 30303M102 906 3,988 SH   SOLE   583 0 3,405
FLEETCOR TECHNOLO COM 339041105 55,739 221,600 SH   SOLE   169,125 0 52,475
FLOOR AND DECOR HOLDING INCORPORATION CL A 339750101 31,384 544,385 SH   SOLE   544,385 0 0
FMC CORPORATION COM NEW 302491303 50,936 511,300 SH   SOLE   390,025 0 121,275
FOCUS FINANCIAL PARTNERS INC COM CL A 34417P100 41,648 1,260,145 SH   SOLE   1,260,145 0 0
GARTNER INCORPORATION COM 366651107 93,703 772,300 SH   SOLE   634,050 0 138,250
GENPACT LIMITED SHS G3922B107 41,111 1,125,700 SH   SOLE   860,600 0 265,100
GENTEX CORP COM 371901109 24,482 950,000 SH   SOLE   950,000 0 0
GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 79,778 1,263,710 SH   SOLE   1,145,610 0 118,100
GLOBAL PAYMENTS COM 37940X102 132,313 780,057 SH   SOLE   592,947 0 187,110
HAMILTON LANE INC CL A 407497106 58,662 870,750 SH   SOLE   870,750 0 0
HEALTHEQUITY INC COM 42226A107 44,416 757,045 SH   SOLE   757,045 0 0
HILTON GRAND VACATIONS INC COM 43283X105 37,486 1,917,457 SH   SOLE   1,917,457 0 0
HMS HOLDINGS CORP COM 40425J101 23,421 723,090 SH   SOLE   723,090 0 0
HOULIHAN LOKEY INCORPORATION CL A 441593100 34,686 623,400 SH   SOLE   623,400 0 0
HUBSPOT INC COM 443573100 14,493 64,600 SH   SOLE   64,600 0 0
HUYA INC ADS REP SHS A 44852D108 33,031 1,769,200 SH   SOLE   1,276,200 0 493,000
I3 VERTICALS INC COM CL A 46571Y107 37,010 1,223,472 SH   SOLE   1,223,472 0 0
IAC INTERACTIVECORP COM 44919P508 62,610 193,600 SH   SOLE   147,725 0 45,875
IHS MARKIT LTD SHS G47567105 41,676 552,000 SH   SOLE   421,725 0 130,275
IMMUNOMEDICS INC COM 452907108 64,182 1,811,000 SH   SOLE   1,506,000 0 305,000
INNOVATIVE INDUSTRIAL PROPERTES INC COM 45781V101 51,084 580,370 SH   SOLE   580,370 0 0
INSPIRE MEDICAL SYSTEMS INC COM 457730109 38,482 442,225 SH   SOLE   442,225 0 0
INTUIT INC COM 461202103 405 1,367 SH   SOLE   202 0 1,165
IQVIA HOLDINGS INC COM 46266C105 271 1,910 SH   SOLE   280 0 1,630
IRHYTHM TECHNOLOGIES INC COM 450056106 70,992 612,585 SH   SOLE   612,585 0 0
ITT INC COM 45073V108 24,677 420,100 SH   SOLE   420,100 0 0
J2 GLOBAL, INC. COM 48123V102 43,126 682,270 SH   SOLE   682,270 0 0
JACK HENRY & ASSOC COM 426281101 41,594 226,020 SH   SOLE   224,125 0 1,895
KENNEDY-WILSON HOLDINGS INC COM 489398107 55,405 3,640,250 SH   SOLE   3,640,250 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 59,853 593,900 SH   SOLE   452,850 0 141,050
L3HARRIS TECHNOLOGIES INC COM 502431109 63,813 376,100 SH   SOLE   286,650 0 89,450
LAM RESEARCH CORPORATION COM 512807108 102,068 315,550 SH   SOLE   240,400 0 75,150
LAMB WESTON HOLDINGS INC COM 513272104 66,871 1,046,000 SH   SOLE   797,475 0 248,525
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 5,707 134,100 SH   SOLE   134,100 0 0
LENDINGTREE INC COM 52603B107 35,619 123,025 SH   SOLE   123,025 0 0
LHC GROUP INC COM 50187A107 81,717 468,775 SH   SOLE   468,775 0 0
LINCOLN ELEC HLDGS COM 533900106 12,906 153,200 SH   SOLE   153,200 0 0
LITTELFUSE INC COM 537008104 85,975 503,870 SH   SOLE   503,870 0 0
LULULEMON ATHLETIC COM 550021109 51,201 164,100 SH   SOLE   125,200 0 38,900
MALIBU BOATS INC COM CL A 56117J100 22,549 434,060 SH   SOLE   434,060 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 61,351 297,000 SH   SOLE   226,850 0 70,150
MARVELL TECH GROUP ORD G5876H105 64,749 1,846,800 SH   SOLE   1,408,300 0 438,500
MEDALLIA INC COM 584021109 32,288 1,279,250 SH   SOLE   1,279,250 0 0
MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 59,848 568,300 SH   SOLE   433,100 0 135,200
MICROSOFT CORPORATION COM 594918104 1,299 6,385 SH   SOLE   925 0 5,460
MKS INSTRUMENTS IN COM 55306N104 56,904 502,510 SH   SOLE   502,510 0 0
MONOLITHIC PWR SYS COM 609839105 62,485 263,650 SH   SOLE   221,100 0 42,550
MONRO INC COM 610236101 53,895 980,976 SH   SOLE   980,976 0 0
MORPHOSYS SPONSORED ADS 617760202 48,911 1,544,390 SH   SOLE   1,544,390 0 0
NANOSTRING TECHNOLOGIES INC. COM 63009R109 22,804 776,955 SH   SOLE   776,955 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 92,250 3,022,620 SH   SOLE   3,022,620 0 0
NETFLIX, INC. COM 64110L106 205 451 SH   SOLE   66 0 385
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 383 46,300 SH   SOLE   46,300 0 0
NEW RELIC INC COM 64829B100 122,217 1,773,826 SH   SOLE   1,614,251 0 159,575
NEXSTAR MEDIA GROUP INC CL A 65336K103 12,972 155,000 SH   SOLE   155,000 0 0
NIC INC COM 62914B100 50,615 2,204,503 SH   SOLE   2,204,503 0 0
NICE LIMITED SPONSORED ADR 653656108 64,067 338,550 SH   SOLE   287,175 0 51,375
NIKE, INC. CL B 654106103 238 2,425 SH   SOLE   355 0 2,070
NLIGHT INC COM 65487K100 20,771 933,100 SH   SOLE   933,100 0 0
NORDSON CORP COM 655663102 34,679 182,800 SH   SOLE   139,250 0 43,550
NOVOCURE LTD ORD SHS G6674U108 13,040 219,900 SH   SOLE   219,900 0 0
NVIDIA CORP COM 67066G104 477 1,255 SH   SOLE   185 0 1,070
OLLIES BARGAIN OUTLET HLDGS INC COM 681116109 35,764 366,250 SH   SOLE   366,250 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 11,292 2,367,250 SH   SOLE   2,367,250 0 0
ONTO INNOVATION INC COM 683344105 37,404 1,098,825 SH   SOLE   1,098,825 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 86,432 204,975 SH   SOLE   155,675 0 49,300
PARSONS CORPORATION COM 70202L102 39,342 1,085,600 SH   SOLE   1,085,600 0 0
PATRICK INDS INC COM 703343103 18,379 300,065 SH   SOLE   300,065 0 0
PAYLOCITY HOLDING CORPORATION COM 70438V106 91,343 626,110 SH   SOLE   622,870 0 3,240
PAYPAL HOLDINGS INCORPORATION COM 70450Y103 620 3,560 SH   SOLE   520 0 3,040
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 23,181 795,500 SH   SOLE   795,500 0 0
PHREESIA INC COM 71944F106 44,335 1,567,730 SH   SOLE   1,567,730 0 0
PINTEREST INC CL A 72352L106 41,981 1,893,600 SH   SOLE   1,443,050 0 450,550
PJT PARTNERS INC COM CL A 69343T107 15,402 300,000 SH   SOLE   300,000 0 0
PLANET FITNESS INCORPORATION CL A 72703H101 49,299 813,925 SH   SOLE   813,925 0 0
PLURALSIGHT INC COM CL A 72941B106 40,236 2,229,150 SH   SOLE   2,229,150 0 0
POLYONE CORPORATION COM 05368V106 46,613 1,777,080 SH   SOLE   1,777,080 0 0
POOL CORPORATION COM 73278L105 34,908 128,400 SH   SOLE   98,100 0 30,300
PRA HEALTH SCIENCES INC COM 69354M108 56,006 575,660 SH   SOLE   488,710 0 86,950
PROTO LABS INC COM 743713109 17,465 155,285 SH   SOLE   155,285 0 0
PTC THERAPEUTICS, INC. COM 69366J200 50,522 995,695 SH   SOLE   995,695 0 0
Priority Technology Holdings Inc COM 74275G107 5,836 2,253,210 SH   SOLE   2,253,210 0 0
Q2 HOLDINGS INC COM 74736L109 111,593 1,300,770 SH   SOLE   1,300,770 0 0
QUALCOMM INCORPORATED COM 747525103 400 4,385 SH   SOLE   640 0 3,745
QUOTIENT LTD. SHS G73268107 20,648 2,790,300 SH   SOLE   2,790,300 0 0
REALPAGE INC COM 75606N109 47,292 727,460 SH   SOLE   727,460 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 55,528 355,900 SH   SOLE   271,475 0 84,425
RENAISSANCERE HOLDINGS LTD. COM G7496G103 209,282 1,223,655 SH   SOLE   986,750 0 236,905
REPAY HLDGS CORP COM CL A 76029L100 37,466 1,521,170 SH   SOLE   1,521,170 0 0
REXNORD CORP COM 76169B102 57,344 1,967,200 SH   SOLE   1,967,200 0 0
ROSETTA STONE INC COM 777780107 20,037 1,188,460 SH   SOLE   1,188,460 0 0
ROYALTY PHARMA PLC SHS CL A G7709Q104 36,451 750,800 SH   SOLE   573,500 0 177,300
RPM INTERNATIONAL INC. COM 749685103 86,927 1,158,100 SH   SOLE   984,800 0 173,300
RUSH ENTERPRISES CL A 781846209 9,946 239,900 SH   SOLE   239,900 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 12,346 186,100 SH   SOLE   141,600 0 44,500
SAILPOINT TECHNOLOGIES HOLDINGS INC COM 78781P105 55,420 2,093,705 SH   SOLE   2,093,705 0 0
SALESFORCE.COM, INC. COM 79466L302 402 2,145 SH   SOLE   315 0 1,830
SBA COMMUNICATIONS CORPORATION CL A 78410G104 142,727 479,077 SH   SOLE   364,162 0 114,915
SEATTLE GENETICS I COM 812578102 44,889 264,180 SH   SOLE   202,080 0 62,100
SELECTIVE INSURANCE GROUP INC. COM 816300107 31,082 589,340 SH   SOLE   589,340 0 0
SHENANDOAH TELECOM COM 82312B106 39,082 792,900 SH   SOLE   792,900 0 0
SIGNATURE BANK COM 82669G104 23,063 215,700 SH   SOLE   215,700 0 0
SILK ROAD MEDICAL INC COM 82710M100 44,098 1,052,707 SH   SOLE   1,052,707 0 0
SIMPLY GOOD FOODS COMPANY COM 82900L102 33,339 1,794,330 SH   SOLE   1,794,330 0 0
SMARTSHEET INC COM CL A 83200N103 49,182 965,870 SH   SOLE   965,870 0 0
SOUTH MTN MERGER CORP WT EXP 062024 *W EXP 06/20/202 838884112 264 235,999 SH   SOLE   235,999 0 0
SS&C TECH HLDGS COM 78467J100 66,607 1,179,300 SH   SOLE   903,575 0 275,725
STAAR SURGICAL CO COM PAR $0.01 852312305 37,909 616,000 SH   SOLE   616,000 0 0
STERIS PLC SHS USD G8473T100 33,465 218,100 SH   SOLE   166,400 0 51,700
STRATEGIC EDUCATION INC COM 86272C103 61,286 398,865 SH   SOLE   398,865 0 0
SVB FINANCIAL GROUP COM 78486Q101 29,937 138,900 SH   SOLE   105,625 0 33,275
SVMK INC COM 78489X103 13,957 592,900 SH   SOLE   592,900 0 0
SYNOPSYS INC COM 871607107 64,955 333,100 SH   SOLE   253,775 0 79,325
Slack Technologies Inc COM CL A 83088V102 1,246 40,084 SH   SOLE   40,084 0 0
TALEND SA ADS 874224207 14,545 419,651 SH   SOLE   419,651 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 82,741 836,445 SH   SOLE   832,880 0 3,565
TENABLE HOLDINGS INC COM 88025T102 1,239 41,551 SH   SOLE   41,551 0 0
THE HOME DEPOT, INC. COM 437076102 323 1,290 SH   SOLE   190 0 1,100
THE PROGRESSIVE CORPORATION COM 743315103 145,736 1,819,200 SH   SOLE   1,386,550 0 432,650
THE SCOTTS MIRACLE-GRO COMPANY CL A 810186106 16,473 122,500 SH   SOLE   122,500 0 0
TRACTOR SUPPLY CO COM 892356106 58,976 447,500 SH   SOLE   341,425 0 106,075
TRANSUNION COM 89400J107 116,449 1,337,880 SH   SOLE   1,132,655 0 205,225
TREX COMPANY, INC. COM 89531P105 16,909 130,000 SH   SOLE   130,000 0 0
TRINET GROUP INC COM 896288107 73,862 1,212,038 SH   SOLE   1,212,038 0 0
TUFIN SOFTWARE TECHNOLOGIES LTD SHS M8893U102 15,838 1,658,400 SH   SOLE   1,658,400 0 0
TWILIO INC CL A 90138F102 112,119 510,980 SH   SOLE   390,700 0 120,280
TYLER TECHNOLOGIES COM 902252105 63,162 182,085 SH   SOLE   162,035 0 20,050
VAIL RESORTS, INC. COM 91879Q109 12,568 69,000 SH   SOLE   69,000 0 0
VERISK ANALYTICS, INC. COM 92345Y106 63,732 374,455 SH   SOLE   284,005 0 90,450
VERTEX PHARMACEUTICALS INCORPORATED COM 92532F100 4,786 16,485 SH   SOLE   11,515 0 4,970
VISA INC COM CL A 92826C839 584 3,025 SH   SOLE   445 0 2,580
VONAGE HOLDINGS CORPORATION COM 92886T201 31,810 3,162,030 SH   SOLE   3,162,030 0 0
WASTE CONNECTIONS INC COM 94106B101 101,153 1,078,500 SH   SOLE   821,125 0 257,375
WEX INC COM 96208T104 37,987 230,210 SH   SOLE   230,210 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 42,344 215,000 SH   SOLE   164,025 0 50,975
WILLSCOT CORP COM 971378104 36,642 2,981,410 SH   SOLE   2,981,410 0 0
WINGSTOP INC COM 974155103 5,478 39,415 SH   SOLE   39,415 0 0
WISDOMTREE INVTS I COM 97717P104 15,011 4,326,000 SH   SOLE   4,326,000 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 86,720 1,577,305 SH   SOLE   1,577,305 0 0
YETI HLDGS INC COM 98585X104 39,068 914,310 SH   SOLE   914,310 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A 989207105 14,692 57,400 SH   SOLE   57,400 0 0
ZENDESK INC COM 98936J101 92,523 1,045,100 SH   SOLE   868,000 0 177,100
ZYNGA INC CL A 98986T108 138,789 14,548,100 SH   SOLE   12,195,100 0 2,353,000