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
XPO Logistics Inc Ordinary Shares 983793100 45,976 402,698 SH   SOLE   45,976 0 0
Amazon.com Inc Ordinary Shares 023135106 42,468 21,202 SH   SOLE   42,468 0 0
Align Technology Inc Ordinary Shares 016255101 37,195 95,075 SH   SOLE   37,195 0 0
Paycom Software Inc Ordinary Shares 70432V102 27,699 178,230 SH   SOLE   27,699 0 0
Apple Inc Ordinary Shares 037833100 24,271 107,516 SH   SOLE   24,271 0 0
MasterCard Inc Ordinary Shares 57636Q104 23,717 106,539 SH   SOLE   23,717 0 0
ResMed Inc Ordinary Shares 761152107 23,389 202,786 SH   SOLE   23,389 0 0
Splunk Inc Ordinary Shares 848637104 22,049 182,358 SH   SOLE   22,049 0 0
Alphabet Inc Ordinary Shares 02079K107 21,659 18,148 SH   SOLE   21,659 0 0
Medtronic PLC Ordinary Shares G5960L103 20,193 205,272 SH   SOLE   20,193 0 0
GrubHub Inc Ordinary Shares 400110102 19,407 140,000 SH   SOLE   19,407 0 0
IPG Photonics Corp Ordinary Shares 44980X109 18,963 121,500 SH   SOLE   18,963 0 0
SBA Communications Corp Ordinary Shares 78410G104 18,472 115,000 SH   SOLE   18,472 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 14,793 102,500 SH   SOLE   14,793 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 14,644 45,450 SH   SOLE   14,644 0 0
Watsco Inc Ordinary Shares 942622200 14,426 81,000 SH   SOLE   14,426 0 0
Cooper Companies Inc Ordinary Shares 216648402 12,860 46,400 SH   SOLE   12,860 0 0
Texas Roadhouse Inc Ordinary Shares 882681109 12,814 184,929 SH   SOLE   12,814 0 0
Atlassian Corp PLC Ordinary Shares G06242104 12,690 132,000 SH   SOLE   12,690 0 0
Starbucks Corp Ordinary Shares 855244109 12,233 215,226 SH   SOLE   12,233 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 12,100 202,708 SH   SOLE   12,100 0 0
Microsoft Corp Ordinary Shares 594918104 11,214 98,053 SH   SOLE   11,214 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 874039100 10,930 247,500 SH   SOLE   10,930 0 0
Gentex Corp Ordinary Shares 371901109 10,730 500,000 SH   SOLE   10,730 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 10,666 113,350 SH   SOLE   10,666 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 10,659 45,379 SH   SOLE   10,659 0 0
Paylocity Holding Corp Ordinary Shares 70438V106 10,522 131,000 SH   SOLE   10,522 0 0
LCI Industries Ordinary Shares 50189K103 10,323 124,670 SH   SOLE   10,323 0 0
American Tower Corp Ordinary Shares 03027X100 10,060 69,239 SH   SOLE   10,060 0 0
PayPal Holdings Inc Ordinary Shares 70450Y103 9,678 110,179 SH   SOLE   9,678 0 0
MercadoLibre Inc Ordinary Shares 58733R102 9,631 28,287 SH   SOLE   9,631 0 0
Thor Industries Inc Ordinary Shares 885160101 9,625 115,000 SH   SOLE   9,625 0 0
Markel Corp Ordinary Shares 570535104 9,588 8,067 SH   SOLE   9,588 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 8,700 234,052 SH   SOLE   8,700 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 8,407 141,600 SH   SOLE   8,407 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 8,120 388,129 SH   SOLE   8,120 0 0
Yum China Holdings Inc Ordinary Shares 98850P109 7,540 214,751 SH   SOLE   7,540 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 7,499 67,000 SH   SOLE   7,499 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 7,270 43,959 SH   SOLE   7,270 0 0
Hasbro Inc Ordinary Shares 418056107 7,213 68,615 SH   SOLE   7,213 0 0
Berkshire Hathaway Inc Ordinary Shares 084670702 6,737 31,464 SH   SOLE   6,737 0 0
Teladoc Health Inc Ordinary Shares 87918A105 6,476 75,000 SH   SOLE   6,476 0 0
Proto Labs Inc Ordinary Shares 743713109 6,470 40,000 SH   SOLE   6,470 0 0
Anheuser Busch Inbev NV American Depository Receipts 03524A108 6,174 70,500 SH   SOLE   6,174 0 0
Facebook Inc Ordinary Shares 30303M102 6,043 36,743 SH   SOLE   6,043 0 0
NuVasive Inc Ordinary Shares 670704105 5,788 81,549 SH   SOLE   5,788 0 0
STAG Industrial Inc Ordinary Shares 85254J102 5,363 195,000 SH   SOLE   5,363 0 0
Broadridge Financial Solutions Inc Ordinary Shares 11133T103 5,278 40,000 SH   SOLE   5,278 0 0
Nlight Inc Ordinary Shares 65487K100 5,219 235,000 SH   SOLE   5,219 0 0
JPMorgan Chase & Co Ordinary Shares 46625H100 4,983 44,161 SH   SOLE   4,983 0 0
Newmark Group Inc Ordinary Shares 65158N102 4,893 437,237 SH   SOLE   4,893 0 0
McCormick & Company Inc Ordinary Shares 579780206 4,673 35,465 SH   SOLE   4,673 0 0
JOHNSON & JOHNSON Ordinary Shares 478160104 4,635 33,549 SH   SOLE   4,635 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 4,596 89,100 SH   SOLE   4,596 0 0
Alarm.Com Holdings Inc Ordinary Shares 011642105 4,592 80,000 SH   SOLE   4,592 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 4,504 46,000 SH   SOLE   4,504 0 0
Fastenal Co Ordinary Shares 311900104 4,453 76,750 SH   SOLE   4,453 0 0
Visa Inc Ordinary Shares 92826C839 4,295 28,614 SH   SOLE   4,295 0 0
Tractor Supply Co Ordinary Shares 892356106 4,071 44,800 SH   SOLE   4,071 0 0
Tupperware Brands Corp Ordinary Shares 899896104 4,014 120,000 SH   SOLE   4,014 0 0
Carter Bank and Trust Ordinary Shares 146102108 3,872 199,600 SH   SOLE   3,872 0 0
Bank of America Corp Ordinary Shares 060505104 3,872 131,429 SH   SOLE   3,872 0 0
Everbridge Inc Ordinary Shares 29978A104 3,458 60,000 SH   SOLE   3,458 0 0
Access National Corp Ordinary Shares 004337101 3,384 124,832 SH   SOLE   3,384 0 0
SVB FINANCIAL GROUP Ordinary Shares 78486Q101 3,325 10,698 SH   SOLE   3,325 0 0
UnitedHealth Group Inc Ordinary Shares 91324P102 3,300 12,403 SH   SOLE   3,300 0 0
Home Depot Inc Ordinary Shares 437076102 3,070 14,819 SH   SOLE   3,070 0 0
Lakeland Financial Corp Ordinary Shares 511656100 2,789 60,000 SH   SOLE   2,789 0 0
Oracle Corp Ordinary Shares 68389X105 2,773 53,782 SH   SOLE   2,773 0 0
NVIDIA Corp Ordinary Shares 67066G104 2,368 8,426 SH   SOLE   2,368 0 0
Walt Disney Co Ordinary Shares 254687106 2,226 19,035 SH   SOLE   2,226 0 0
Comcast Corp Ordinary Shares 20030N101 2,024 57,155 SH   SOLE   2,024 0 0
Netflix Inc Ordinary Shares 64110L106 2,014 5,384 SH   SOLE   2,014 0 0
Adobe Inc Ordinary Shares 00724F101 1,724 6,385 SH   SOLE   1,724 0 0
Credicorp Ltd Ordinary Shares G2519Y108 1,673 7,500 SH   SOLE   1,673 0 0
3M Co Ordinary Shares 88579Y101 1,622 7,699 SH   SOLE   1,622 0 0
Nike Inc Ordinary Shares 654106103 1,608 18,982 SH   SOLE   1,608 0 0
Salesforce.com Inc Ordinary Shares 79466L302 1,502 9,443 SH   SOLE   1,502 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 1,488 120,000 SH   SOLE   1,488 0 0
Broadcom Inc Ordinary Shares 11135F101 1,438 5,828 SH   SOLE   1,438 0 0
Alibaba Group Holding Ltd American Depository Receipts 01609W102 1,351 8,200 SH   SOLE   1,351 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 1,313 6,400 SH   SOLE   1,313 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 1,256 11,500 SH   SOLE   1,256 0 0
Booking Holdings Inc Ordinary Shares 09857L108 1,238 624 SH   SOLE   1,238 0 0
Gilead Sciences Inc Ordinary Shares 375558103 1,215 15,736 SH   SOLE   1,215 0 0
Lowe's Companies Inc Ordinary Shares 548661107 1,201 10,460 SH   SOLE   1,201 0 0
Baidu Inc American Depository Receipts 056752108 1,201 5,250 SH   SOLE   1,201 0 0
American Express Co Ordinary Shares 025816109 1,148 10,784 SH   SOLE   1,148 0 0
CVS Health Corp Ordinary Shares 126650100 1,055 13,407 SH   SOLE   1,055 0 0
FedEx Corp Ordinary Shares 31428X106 926 3,847 SH   SOLE   926 0 0
Biogen Inc Ordinary Shares 09062X103 922 2,610 SH   SOLE   922 0 0
TJX Companies Inc Ordinary Shares 872540109 877 7,829 SH   SOLE   877 0 0
Becton Dickinson and Co Ordinary Shares 075887109 826 3,164 SH   SOLE   826 0 0
Intuitive Surgical Inc Ordinary Shares 46120E602 825 1,437 SH   SOLE   825 0 0
VMware Inc Ordinary Shares 928563402 809 5,187 SH   SOLE   809 0 0
Activision Blizzard Inc Ordinary Shares 00507V109 806 9,688 SH   SOLE   806 0 0
Celgene Corp Ordinary Shares 151020104 787 8,796 SH   SOLE   787 0 0
Altaba Inc Ordinary Shares 021346101 755 11,080 SH   SOLE   755 0 0
T-Mobile Us Inc Ordinary Shares 872590104 754 10,750 SH   SOLE   754 0 0
CME Group Inc Ordinary Shares 12572Q105 748 4,393 SH   SOLE   748 0 0
Intuit Inc Ordinary Shares 461202103 735 3,233 SH   SOLE   735 0 0
Illumina Inc Ordinary Shares 452327109 694 1,890 SH   SOLE   694 0 0
Marriott International Inc Ordinary Shares 571903202 630 4,772 SH   SOLE   630 0 0
HCA Healthcare Inc Ordinary Shares 40412C101 615 4,424 SH   SOLE   615 0 0
Tesla Inc Ordinary Shares 88160R101 597 2,254 SH   SOLE   597 0 0
Ecolab Inc Ordinary Shares 278865100 577 3,683 SH   SOLE   577 0 0
Cognizant Technology Solutions Corp Ordinary Shares 192446102 568 7,365 SH   SOLE   568 0 0
Delta Air Lines Inc Ordinary Shares 247361702 554 9,578 SH   SOLE   554 0 0
Intercontinental Exchange Inc Ordinary Shares 45866F104 550 7,341 SH   SOLE   550 0 0
Vertex Pharmaceuticals Inc Ordinary Shares 92532F100 541 2,805 SH   SOLE   541 0 0
Crown Castle International Corp Ordinary Shares 22822V101 538 4,831 SH   SOLE   538 0 0
Square Inc Ordinary Shares 852234103 527 5,326 SH   SOLE   527 0 0
Sherwin-Williams Co Ordinary Shares 824348106 511 1,122 SH   SOLE   511 0 0
Ford Motor Co Ordinary Shares 345370860 496 53,669 SH   SOLE   496 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 472 26,635 SH   SOLE   472 0 0
Electronic Arts Inc Ordinary Shares 285512109 470 3,902 SH   SOLE   470 0 0
Aflac Inc Ordinary Shares 001055102 468 9,941 SH   SOLE   468 0 0
Southwest Airlines Co Ordinary Shares 844741108 465 7,440 SH   SOLE   465 0 0
eBay Inc Ordinary Shares 278642103 437 13,232 SH   SOLE   437 0 0
Workday Inc Ordinary Shares 98138H101 420 2,874 SH   SOLE   420 0 0
Moody's Corp Ordinary Shares 615369105 409 2,445 SH   SOLE   409 0 0
Monster Beverage Corp Ordinary Shares 61174X109 398 6,831 SH   SOLE   398 0 0
Red Hat Inc Ordinary Shares 756577102 392 2,876 SH   SOLE   392 0 0
Equinix Inc Ordinary Shares 29444U700 391 904 SH   SOLE   391 0 0
Corning Inc Ordinary Shares 219350105 382 10,826 SH   SOLE   382 0 0
Roper Technologies Inc Ordinary Shares 776696106 377 1,273 SH   SOLE   377 0 0
McKesson Corp Ordinary Shares 58155Q103 363 2,737 SH   SOLE   363 0 0
United Continental Holdings Inc Ordinary Shares 910047109 319 3,584 SH   SOLE   319 0 0
Cummins Inc Ordinary Shares 231021106 319 2,184 SH   SOLE   319 0 0
Lam Research Corp Ordinary Shares 512807108 313 2,063 SH   SOLE   313 0 0
IDEXX Laboratories Inc Ordinary Shares 45168D104 279 1,118 SH   SOLE   279 0 0
Twitter Inc Ordinary Shares 90184L102 278 9,757 SH   SOLE   278 0 0
Cintas Corp Ordinary Shares 172908105 270 1,367 SH   SOLE   270 0 0
Cerner Corp Ordinary Shares 156782104 270 4,193 SH   SOLE   270 0 0
Discovery Inc Ordinary Shares 25470F104 270 8,422 SH   SOLE   270 0 0
American Airlines Group Inc Ordinary Shares 02376R102 268 6,492 SH   SOLE   268 0 0
Nucor Corp Ordinary Shares 670346105 267 4,210 SH   SOLE   267 0 0
Abiomed Inc Ordinary Shares 003654100 267 593 SH   SOLE   267 0 0
Palo Alto Networks Inc Ordinary Shares 697435105 263 1,169 SH   SOLE   263 0 0
Arista Networks Inc Ordinary Shares 040413106 256 963 SH   SOLE   256 0 0
Expedia Group Inc Ordinary Shares 30212P303 253 1,939 SH   SOLE   253 0 0
Verisk Analytics Inc Ordinary Shares 92345Y106 251 2,081 SH   SOLE   251 0 0
TransDigm Group Inc Ordinary Shares 893641100 242 651 SH   SOLE   242 0 0
Textron Inc Ordinary Shares 883203101 236 3,301 SH   SOLE   236 0 0
Ulta Beauty Inc Ordinary Shares 90384S303 219 775 SH   SOLE   219 0 0
BioMarin Pharmaceutical Inc Ordinary Shares 09061G101 217 2,233 SH   SOLE   217 0 0
Skyworks Solutions Inc Ordinary Shares 83088M102 208 2,291 SH   SOLE   208 0 0
Take-Two Interactive Software Inc Ordinary Shares 874054109 202 1,467 SH   SOLE   202 0 0