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
Apple Inc Ordinary Shares 037833100 46,789 383,049 SH   SOLE   383,049 0 0
Airbnb Inc Ordinary Shares 009066101 2,777 14,778 SH   SOLE   14,778 0 0
Adobe Inc Ordinary Shares 00724F101 4,823 10,145 SH   SOLE   10,145 0 0
Autodesk Inc Ordinary Shares 052769106 1,363 4,919 SH   SOLE   4,919 0 0
Aflac Inc Ordinary Shares 001055102 809 15,807 SH   SOLE   15,807 0 0
Align Technology Inc Ordinary Shares 016255101 1,010 1,866 SH   SOLE   1,866 0 0
Alarm.com Holdings Inc Ordinary Shares 011642105 18,430 213,356 SH   SOLE   213,356 0 0
Amgen Inc Ordinary Shares 031162100 3,087 12,408 SH   SOLE   12,408 0 0
American Tower Corp Ordinary Shares 03027X100 12,965 54,232 SH   SOLE   54,232 0 0
Amazon.com Inc Ordinary Shares 023135106 70,332 22,731 SH   SOLE   22,731 0 0
Activision Blizzard Inc Ordinary Shares 00507V109 1,612 17,328 SH   SOLE   17,328 0 0
Broadcom Inc Ordinary Shares 11135F101 4,338 9,355 SH   SOLE   9,355 0 0
Avalara Inc Ordinary Shares 05338G106 11,208 84,000 SH   SOLE   84,000 0 0
Axon Enterprise Inc Ordinary Shares 05464C101 41,844 293,808 SH   SOLE   293,808 0 0
Alibaba Group Holding Ltd American Depository Receipts 01609W102 13,604 60,000 SH   SOLE   60,000 0 0
Brookfield Asset Management Inc Ordinary Shares 112585104 17,800 400,000 SH   SOLE   400,000 0 0
Becton Dickinson and Co Ordinary Shares 075887109 1,583 6,509 SH   SOLE   6,509 0 0
Biogen Inc Ordinary Shares 09062X103 906 3,237 SH   SOLE   3,237 0 0
Booking Holdings Inc Ordinary Shares 09857L108 2,237 960 SH   SOLE   960 0 0
Bristol-Myers Squibb Co Ordinary Shares 110122108 3,104 49,173 SH   SOLE   49,173 0 0
Broadridge Financial Solutions Inc Ordinary Shares 11133T103 8,421 55,000 SH   SOLE   55,000 0 0
Berkshire Hathaway Inc Ordinary Shares 084670702 13,225 51,766 SH   SOLE   51,766 0 0
Brown & Brown Inc Ordinary Shares 115236101 9,142 200,000 SH   SOLE   200,000 0 0
Crown Castle International Corp Ordinary Shares 22822V101 1,582 9,193 SH   SOLE   9,193 0 0
Cardlytics Inc Ordinary Shares 14161W105 22,276 203,065 SH   SOLE   203,065 0 0
Cadence Design Systems Inc Ordinary Shares 127387108 820 5,986 SH   SOLE   5,986 0 0
Cerner Corp Ordinary Shares 156782104 7,547 105,000 SH   SOLE   105,000 0 0
Chewy Inc Ordinary Shares 16679L109 774 9,142 SH   SOLE   9,142 0 0
Comcast Corp Ordinary Shares 20030N101 12,716 235,000 SH   SOLE   235,000 0 0
CME Group Inc Ordinary Shares 12572Q105 1,695 8,301 SH   SOLE   8,301 0 0
Chipotle Mexican Grill Inc Ordinary Shares 169656105 939 661 SH   SOLE   661 0 0
Cummins Inc Ordinary Shares 231021106 908 3,506 SH   SOLE   3,506 0 0
Cooper Companies Inc Ordinary Shares 216648402 15,517 40,400 SH   SOLE   40,400 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 11,416 32,387 SH   SOLE   32,387 0 0
Salesforce.Com Inc Ordinary Shares 79466L302 4,409 20,810 SH   SOLE   20,810 0 0
CrowdStrike Holdings Inc Ordinary Shares 22788C105 985 5,399 SH   SOLE   5,399 0 0
CoStar Group Inc Ordinary Shares 22160N109 757 921 SH   SOLE   921 0 0
Cintas Corp Ordinary Shares 172908105 845 2,475 SH   SOLE   2,475 0 0
Cognizant Technology Solutions Corp Ordinary Shares 192446102 944 12,080 SH   SOLE   12,080 0 0
CVS Health Corp Ordinary Shares 126650100 2,203 29,277 SH   SOLE   29,277 0 0
Datadog Inc Ordinary Shares 23804L103 8,022 43,476 SH   SOLE   43,476 0 0
Walt Disney Co Ordinary Shares 254687106 1,005 23,128 SH   SOLE   23,128 0 0
DocuSign Inc Ordinary Shares 256163106 953 4,708 SH   SOLE   4,708 0 0
Dexcom Inc Ordinary Shares 252131107 794 2,209 SH   SOLE   2,209 0 0
Electronic Arts Inc Ordinary Shares 285512109 850 6,277 SH   SOLE   6,277 0 0
eBay Inc Ordinary Shares 278642103 876 14,307 SH   SOLE   14,307 0 0
Ecolab Inc Ordinary Shares 278865100 1,389 6,490 SH   SOLE   6,490 0 0
Editas Medicine Inc Ordinary Shares 28106W103 2,387 56,843 SH   SOLE   56,843 0 0
NIC Inc Ordinary Shares 62914B100 4,001 117,913 SH   SOLE   117,913 0 0
Equinix Inc Ordinary Shares 29444U700 14,956 22,007 SH   SOLE   22,007 0 0
Everbridge Inc Ordinary Shares 29978A104 29,205 241,006 SH   SOLE   241,006 0 0
Ford Motor Co Ordinary Shares 345370860 1,175 95,952 SH   SOLE   95,952 0 0
Fastenal Co Ordinary Shares 311900104 22,199 441,500 SH   SOLE   441,500 0 0
Facebook Inc Ordinary Shares 30303M102 17,627 59,847 SH   SOLE   59,847 0 0
FedEx Corp Ordinary Shares 31428X106 1,593 5,610 SH   SOLE   5,610 0 0
Fox Factory Holding Corp Ordinary Shares 35138V102 5,753 45,278 SH   SOLE   45,278 0 0
Frontdoor Inc Ordinary Shares 35905A109 3,028 56,341 SH   SOLE   56,341 0 0
Fortinet Inc Ordinary Shares 34959E109 702 3,808 SH   SOLE   3,808 0 0
Gilead Sciences Inc Ordinary Shares 375558103 1,783 27,582 SH   SOLE   27,582 0 0
Corning Inc Ordinary Shares 219350105 711 16,337 SH   SOLE   16,337 0 0
Globus Medical Inc Ordinary Shares 379577208 5,337 86,534 SH   SOLE   86,534 0 0
Gentex Corp Ordinary Shares 371901109 10,701 300,000 SH   SOLE   300,000 0 0
Alphabet Inc Ordinary Shares 02079K107 49,966 24,154 SH   SOLE   24,154 0 0
Goosehead Insurance Inc Ordinary Shares 38267D109 6,020 56,164 SH   SOLE   56,164 0 0
HCA Healthcare Inc Ordinary Shares 40412C101 1,472 7,818 SH   SOLE   7,818 0 0
Home Depot Inc Ordinary Shares 437076102 6,764 22,160 SH   SOLE   22,160 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 16,369 210,700 SH   SOLE   210,700 0 0
Howard Hughes Corp Ordinary Shares 44267D107 5,845 61,444 SH   SOLE   61,444 0 0
Healthequity Inc Ordinary Shares 42226A107 12,957 190,549 SH   SOLE   190,549 0 0
Heska Corp Ordinary Shares 42805E306 8,684 51,551 SH   SOLE   51,551 0 0
Intercontinental Exchange Inc Ordinary Shares 45866F104 1,459 13,064 SH   SOLE   13,064 0 0
ICON PLC Ordinary Shares 00000NULL 6,873 35,000 SH   SOLE   35,000 0 0
IDEXX Laboratories Inc Ordinary Shares 45168D104 988 2,020 SH   SOLE   2,020 0 0
Illumina Inc Ordinary Shares 452327109 1,370 3,568 SH   SOLE   3,568 0 0
Intel Corp Ordinary Shares 458140100 5,786 90,404 SH   SOLE   90,404 0 0
Intuit Inc Ordinary Shares 461202103 2,450 6,396 SH   SOLE   6,396 0 0
IPG Photonics Corp Ordinary Shares 44980X109 25,629 121,500 SH   SOLE   121,500 0 0
iRhythm Technologies Inc Ordinary Shares 450056106 4,222 30,404 SH   SOLE   30,404 0 0
Intuitive Surgical Inc Ordinary Shares 46120E602 1,963 2,656 SH   SOLE   2,656 0 0
John Bean Technologies Corp Ordinary Shares 477839104 5,705 42,782 SH   SOLE   42,782 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 34,494 192,659 SH   SOLE   192,659 0 0
Johnson & Johnson Ordinary Shares 478160104 9,441 57,445 SH   SOLE   57,445 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 842 50,579 SH   SOLE   50,579 0 0
nLIGHT Inc Ordinary Shares 65487K100 5,754 177,590 SH   SOLE   177,590 0 0
LCI Industries Ordinary Shares 50189K103 8,653 65,414 SH   SOLE   65,414 0 0
Landstar System Inc Ordinary Shares 515098101 1,695 2,847 SH   SOLE   2,847 0 0
Mastercard Inc Ordinary Shares 57636Q104 4,691 28,420 SH   SOLE   28,420 0 0
Marriott International Inc Ordinary Shares 571903202 39,115 109,859 SH   SOLE   109,859 0 0
Mckesson Corp Ordinary Shares 58155Q103 1,139 7,687 SH   SOLE   7,687 0 0
Moody's Corp Ordinary Shares 615369105 1,254 4,198 SH   SOLE   4,198 0 0
Medtronic PLC Ordinary Shares 00000NULL 24,249 205,272 SH   SOLE   205,272 0 0
Mercadolibre Inc Ordinary Shares 58733R102 21,180 14,387 SH   SOLE   14,387 0 0
Markel Corp Ordinary Shares 570535104 10,143 8,900 SH   SOLE   8,900 0 0
3M Co Ordinary Shares 88579Y101 2,479 12,866 SH   SOLE   12,866 0 0
Monster Beverage Corp Ordinary Shares 61174X109 1,062 11,654 SH   SOLE   11,654 0 0
Moderna Inc Ordinary Shares 60770K107 1,332 10,170 SH   SOLE   10,170 0 0
Microsoft Corp Ordinary Shares 594918104 40,227 170,620 SH   SOLE   170,620 0 0
Match Group Inc Ordinary Shares 57667L107 913 6,644 SH   SOLE   6,644 0 0
Nextera Energy Inc Ordinary Shares 65339F101 3,355 44,372 SH   SOLE   44,372 0 0
Netflix Inc Ordinary Shares 64110L106 5,224 10,015 SH   SOLE   10,015 0 0
Nike Inc Ordinary Shares 654106103 5,153 38,778 SH   SOLE   38,778 0 0
Newmark Group Inc Ordinary Shares 65158N102 4,648 464,593 SH   SOLE   464,593 0 0
ServiceNow Inc Ordinary Shares 81762P102 2,193 4,386 SH   SOLE   4,386 0 0
NVIDIA Corp Ordinary Shares 67066G104 7,452 13,956 SH   SOLE   13,956 0 0
Palo Alto Networks Inc Ordinary Shares 697435105 764 2,372 SH   SOLE   2,372 0 0
Paycom Software Inc Ordinary Shares 70432V102 21,982 59,400 SH   SOLE   59,400 0 0
Paylocity Holding Corp Ordinary Shares 70438V106 19,045 105,903 SH   SOLE   105,903 0 0
Penumbra Inc Ordinary Shares 70975L107 7,796 28,812 SH   SOLE   28,812 0 0
Pinterest Inc Ordinary Shares 72352L106 1,058 14,286 SH   SOLE   14,286 0 0
Proto Labs Inc Ordinary Shares 743713109 6,874 56,462 SH   SOLE   56,462 0 0
PTC Therapeutics Inc Ordinary Shares 69366J200 6,404 135,253 SH   SOLE   135,253 0 0
Peloton Interactive Inc Ordinary Shares 70614W100 758 6,741 SH   SOLE   6,741 0 0
PayPal Holdings Inc Ordinary Shares 70450Y103 27,924 114,991 SH   SOLE   114,991 0 0
Q2 Holdings Inc Ordinary Shares 74736L109 5,617 56,056 SH   SOLE   56,056 0 0
Ultragenyx Pharmaceutical Inc Ordinary Shares 90400D108 17,344 152,326 SH   SOLE   152,326 0 0
Resmed Inc Ordinary Shares 761152107 16,007 82,500 SH   SOLE   82,500 0 0
Roku Inc Ordinary Shares 77543R102 1,065 3,270 SH   SOLE   3,270 0 0
Roper Technologies Inc Ordinary Shares 776696106 930 2,305 SH   SOLE   2,305 0 0
SBA Communications Corp Ordinary Shares 78410G104 22,343 80,500 SH   SOLE   80,500 0 0
Starbucks Corp Ordinary Shares 855244109 19,780 181,016 SH   SOLE   181,016 0 0
Schrodinger Inc Ordinary Shares 80810D103 2,813 43,150 SH   SOLE   43,150 0 0
Seagen Inc Ordinary Shares 81181C104 3,164 41,467 SH   SOLE   41,467 0 0
Sherwin-Williams Co Ordinary Shares 824348106 1,427 1,933 SH   SOLE   1,933 0 0
SVB Financial Group Ordinary Shares 78486Q101 8,886 18,000 SH   SOLE   18,000 0 0
Smartsheet Inc Ordinary Shares 83200N103 5,328 83,349 SH   SOLE   83,349 0 0
Synopsys Inc Ordinary Shares 871607107 809 3,267 SH   SOLE   3,267 0 0
Splunk Inc Ordinary Shares 848637104 16,258 120,000 SH   SOLE   120,000 0 0
Square Inc Ordinary Shares 852234103 2,588 11,400 SH   SOLE   11,400 0 0
STAG Industrial Inc Ordinary Shares 85254J102 10,053 299,119 SH   SOLE   299,119 0 0
TransDigm Group Inc Ordinary Shares 893641100 756 1,286 SH   SOLE   1,286 0 0
Teladoc Health Inc Ordinary Shares 87918A105 12,723 70,000 SH   SOLE   70,000 0 0
Atlassian Corporation PLC Ordinary Shares 00000NULL 26,556 126,000 SH   SOLE   126,000 0 0
Thor Industries Inc Ordinary Shares 885160101 9,769 72,500 SH   SOLE   72,500 0 0
T-Mobile US Inc Ordinary Shares 872590104 3,522 28,111 SH   SOLE   28,111 0 0
Trex Company Inc Ordinary Shares 89531P105 4,416 48,246 SH   SOLE   48,246 0 0
Tractor Supply Co Ordinary Shares 892356106 4,392 24,800 SH   SOLE   24,800 0 0
Tesla Inc Ordinary Shares 88160R101 15,610 23,370 SH   SOLE   23,370 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 874039100 21,752 183,900 SH   SOLE   183,900 0 0
Trade Desk Inc Ordinary Shares 88339J105 811 1,244 SH   SOLE   1,244 0 0
Twilio Inc Ordinary Shares 90138F102 1,418 4,162 SH   SOLE   4,162 0 0
Twitter Inc Ordinary Shares 90184L102 1,250 19,646 SH   SOLE   19,646 0 0
Tyler Technologies Inc Ordinary Shares 902252105 12,057 28,400 SH   SOLE   28,400 0 0
Uber Technologies Inc Ordinary Shares 90353T100 2,542 46,640 SH   SOLE   46,640 0 0
UnitedHealth Group Inc Ordinary Shares 91324P102 7,554 20,302 SH   SOLE   20,302 0 0
Union Pacific Corp Ordinary Shares 907818108 3,202 14,529 SH   SOLE   14,529 0 0
Visa Inc Ordinary Shares 92826C839 10,745 50,750 SH   SOLE   50,750 0 0
Veeva Systems Inc Ordinary Shares 922475108 911 3,486 SH   SOLE   3,486 0 0
VMware Inc Ordinary Shares 928563402 1,424 9,467 SH   SOLE   9,467 0 0
Vertex Pharmaceuticals Inc Ordinary Shares 92532F100 1,290 6,004 SH   SOLE   6,004 0 0
Wayfair Inc Ordinary Shares 94419L101 745 2,368 SH   SOLE   2,368 0 0
Waste Connections Inc Ordinary Shares 94106B101 16,737 155,000 SH   SOLE   155,000 0 0
Workday Inc Ordinary Shares 98138H101 1,395 5,614 SH   SOLE   5,614 0 0
Waste Management Inc Ordinary Shares 94106L109 1,173 9,090 SH   SOLE   9,090 0 0
Walmart Inc Ordinary Shares 931142103 8,408 61,902 SH   SOLE   61,902 0 0
Watsco Inc Ordinary Shares 942622200 48,185 184,792 SH   SOLE   184,792 0 0
Xilinx Inc Ordinary Shares 983919101 717 5,785 SH   SOLE   5,785 0 0
XPO Logistics Inc Ordinary Shares 983793100 12,330 100,000 SH   SOLE   100,000 0 0
Yum China Holdings Inc Ordinary Shares 98850P109 9,518 160,751 SH   SOLE   160,751 0 0
Zillow Group Inc Ordinary Shares 98954M101 827 6,297 SH   SOLE   6,297 0 0
Zoom Video Communications Inc Ordinary Shares 98980L101 2,310 7,191 SH   SOLE   7,191 0 0
Zoetis Inc Ordinary Shares 98978V103 1,659 10,534 SH   SOLE   10,534 0 0