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
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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
WASTE CONNECTIONS US, INC. COMMON STOCK CAD 94106B101 1,991 20,847 SH   SOLE   20,847 0 0
ARTHUR J. GALLAGHER CO. COMMON STOCK USD 363576109 1,731 19,771 SH   SOLE   19,771 0 0
ALBEMARLE CORPORATION COMMON STOCK USD 012653101 38,271 543,705 SH   SOLE   543,705 0 0
ANSYS, INC. COMMON STOCK USD 03662Q105 71,580 349,613 SH   SOLE   342,502 0 7,111
CINCINNATI FINANCIAL CORPORATION COMMON STOCK USD 172062101 11,622 112,124 SH   SOLE   75,969 0 36,155
CUMMINS INC. COMMON STOCK USD 231021106 1,922 11,222 SH   SOLE   11,222 0 0
COHERENT, INC. COMMON STOCK USD 192479103 30,578 224,226 SH   SOLE   224,226 0 0
EQUITY RESIDENTIAL REIT USD 29476L107 1,205 15,878 SH   SOLE   15,878 0 0
EDWARDS LIFESCIENCES CORPORATION COMMON STOCK USD 28176E108 2,179 11,779 SH   SOLE   11,779 0 0
FIRST BANCORP. COMMON STOCK USD 318672706 1,997 181,249 SH   SOLE   181,249 0 0
FIRST REPUBLIC BANK COMMON STOCK USD 33616C100 36,425 373,778 SH   SOLE   373,778 0 0
INTUITIVE SURGICAL, INC. COMMON STOCK USD 46120E602 39,773 75,869 SH   SOLE   75,869 0 0
THE PROGRESSIVE CORPORATION COMMON STOCK USD 743315103 2,335 29,209 SH   SOLE   29,209 0 0
PULTEGROUP, INC. COMMON STOCK USD 745867101 1,503 47,516 SH   SOLE   47,516 0 0
PHOTRONICS, INC. COMMON STOCK USD 719405102 10,199 1,245,302 SH   SOLE   1,209,444 0 35,858
STEEL DYNAMICS, INC. COMMON STOCK USD 858119100 1,224 40,510 SH   SOLE   40,510 0 0
PRA HEALTH SCIENCES, INC. COMMON STOCK USD 69354M108 1,382 13,913 SH   SOLE   13,913 0 0
THERMO FISHER SCIENTIFIC INC. COMMON STOCK USD 883556102 1,209 4,117 SH   SOLE   4,117 0 0
TAKE-TWO INTERACTIVE SOFTWARE, INC. COMMON STOCK USD 874054109 2,085 18,367 SH   SOLE   18,367 0 0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. COMMON STOCK USD 681116109 1,429 16,404 SH   SOLE   16,404 0 0
WATSCO, INC. COMMON STOCK USD 942622200 13,245 80,980 SH   SOLE   53,998 0 26,982
WATTS WATER TECHNOLOGIES, INC. COMMON STOCK USD 942749102 1,925 20,687 SH   SOLE   20,687 0 0
POPULAR, INC. COMMON STOCK USD 733174700 1,969 36,311 SH   SOLE   36,311 0 0
INSULET CORPORATION COMMON STOCK USD 45784P101 62,692 525,102 SH   SOLE   525,102 0 0
VEEVA SYSTEMS INC. COMMON STOCK USD 922475108 10,210 63,000 SH   SOLE   63,000 0 0
BURLINGTON STORES, INC. COMMON STOCK USD 122017106 103,656 609,528 SH   SOLE   601,438 0 8,090
NEW RESIDENTIAL INVESTMENT CORP. REIT USD 64828T201 10,657 692,914 SH   SOLE   692,914 0 0
EVERBRIDGE, INC. COMMON STOCK USD 29978A104 14,701 164,483 SH   SOLE   164,483 0 0
SOLAREDGE TECHNOLOGIES, INC. COMMON STOCK USD 83417M104 17,050 272,980 SH   SOLE   272,980 0 0
PENN VIRGINIA CORPORATION COMMON STOCK USD 70788V102 642 21,000 SH   SOLE   21,000 0 0
GRANITE POINT MORTGAGE TRUST INC. REIT USD 38741L107 13,978 729,162 SH   SOLE   729,162 0 0
TWO HARBORS INVESTMENT CORP. REIT USD 90187B408 10,561 834,232 SH   SOLE   834,232 0 0
PLANET FITNESS, INC. COMMON STOCK USD 72703H101 3,135 43,241 SH   SOLE   43,241 0 0
WORLDPAY SF, INC. COMMON STOCK USD 981558109 76,221 614,139 SH   SOLE   614,139 0 0
NOVANTA INC. COMMON STOCK USD 67000B104 1,636 17,353 SH   SOLE   17,353 0 0
EXACT SCIENCES CORPORATION COMMON STOCK USD 30063P105 57,875 490,255 SH   SOLE   490,255 0 0
BROADCOM INC. COMMON STOCK USD 11135F101 78,773 273,763 SH   SOLE   250,639 0 23,124
EPAM SYSTEMS, INC. COMMON STOCK USD 29414B104 53,804 310,846 SH   SOLE   310,846 0 0
MSG NETWORKS INC. COMMON STOCK USD 553573106 1,090 52,700 SH   SOLE   52,700 0 0
VICI PROPERTIES INC. REIT USD 925652109 1,317 59,792 SH   SOLE   59,792 0 0
GDS HOLDINGS LIMITED ADR USD 36165L108 5,489 146,100 SH   SOLE   146,100 0 0
BANDWIDTH INC. COMMON STOCK USD 05988J103 10,721 142,925 SH   SOLE   142,925 0 0
AMERICOLD REALTY TRUST REIT USD 03064D108 1,667 51,381 SH   SOLE   51,381 0 0
SITEONE LANDSCAPE SUPPLY, INC. COMMON STOCK USD 82982L103 14,914 215,422 SH   SOLE   215,422 0 0
TPG RE FINANCE TRUST, INC. REIT USD 87266M107 7,703 399,748 SH   SOLE   399,748 0 0
BOINGO WIRELESS, INC. COMMON STOCK USD 09739C102 11,291 628,321 SH   SOLE   601,598 0 26,723
SERVICEMASTER GLOBAL HOLDINGS, INC. COMMON STOCK USD 81761R109 89,489 1,716,646 SH   SOLE   1,716,646 0 0
PENUMBRA, INC. COMMON STOCK USD 70975L107 2,345 14,675 SH   SOLE   14,675 0 0
ATRION CORPORATION COMMON STOCK USD 049904105 7,115 8,394 SH   SOLE   7,505 0 889
RINGCENTRAL, INC. COMMON STOCK USD 76680R206 7,104 61,972 SH   SOLE   61,972 0 0
STAAR SURGICAL COMPANY COMMON STOCK USD 852312305 3,366 114,579 SH   SOLE   114,579 0 0
BOOZ ALLEN HAMILTON HOLDING CORPORATION COMMON STOCK USD 099502106 2,088 31,532 SH   SOLE   31,532 0 0
PLUG POWER INC. COMMON STOCK USD 72919P202 10,731 4,812,109 SH   SOLE   4,812,109 0 0
FRONTDOOR, INC. COMMON STOCK USD 35905A109 1,715 39,447 SH   SOLE   39,447 0 0
IAA COMMON STOCK USD 449253103 23,638 614,447 SH   SOLE   614,447 0 0
CME GROUP INC. COMMON STOCK USD 12572Q105 84,076 433,178 SH   SOLE   404,915 0 28,263
AMERIPRISE FINANCIAL, INC. COMMON STOCK USD 03076C106 1,794 12,356 SH   SOLE   12,356 0 0
ATT INC. COMMON STOCK USD 00206R102 1,728 51,587 SH   SOLE   51,587 0 0
LIVE NATION ENTERTAINMENT, INC. COMMON STOCK USD 538034109 1,929 29,037 SH   SOLE   29,037 0 0
SVB FINANCIAL GROUP COMMON STOCK USD 78486Q101 44,719 199,167 SH   SOLE   197,014 0 2,153
HEXCEL CORPORATION COMMON STOCK USD 428291108 32,456 401,631 SH   SOLE   401,631 0 0
HOST HOTELS RESORTS, INC. REIT USD 44107P104 8,724 479,335 SH   SOLE   479,335 0 0
MASTERCARD INCORPORATED COMMON STOCK USD 57636Q104 3,577 13,527 SH   SOLE   13,527 0 0
LAS VEGAS SANDS CORP. COMMON STOCK USD 517834107 924 15,634 SH   SOLE   15,634 0 0
ILLUMINA, INC. COMMON STOCK USD 452327109 59,922 162,766 SH   SOLE   162,766 0 0
DISCOVER FINANCIAL SERVICES COMMON STOCK USD 254709108 2,011 25,916 SH   SOLE   25,916 0 0
ACTIVISION BLIZZARD, INC. COMMON STOCK USD 00507V109 23,890 506,150 SH   SOLE   506,150 0 0
LEXINGTON REALTY TRUST REIT USD 529043101 1,306 138,819 SH   SOLE   138,819 0 0
PERFICIENT, INC. COMMON STOCK USD 71375U101 16,728 487,844 SH   SOLE   465,189 0 22,655
ZUMIEZ INC. COMMON STOCK USD 989817101 4,466 171,355 SH   SOLE   148,767 0 22,588
VISA INC. COMMON STOCK USD 92826C839 108,602 628,993 SH   SOLE   628,993 0 0
GARTNER, INC. COMMON STOCK USD 366651107 38,575 239,957 SH   SOLE   239,957 0 0
AGCO CORPORATION COMMON STOCK USD 001084102 1,924 24,808 SH   SOLE   24,808 0 0
STIFEL FINANCIAL CORP. COMMON STOCK USD 860630102 2,222 37,623 SH   SOLE   37,623 0 0
CAL-MAINE FOODS, INC. COMMON STOCK USD 128030202 1,566 37,541 SH   SOLE   37,541 0 0
ESCO TECHNOLOGIES INC. COMMON STOCK USD 296315104 7,038 85,322 SH   SOLE   73,212 0 12,110
EOG RESOURCES, INC. COMMON STOCK USD 26875P101 69,565 746,569 SH   SOLE   746,569 0 0
MCCORMICK COMPANY, INCORPORATED COMMON STOCK USD 579780206 1,855 11,973 SH   SOLE   11,973 0 0
WASTE MANAGEMENT, INC. COMMON STOCK USD 94106L109 2,169 18,800 SH   SOLE   18,800 0 0
CISCO SYSTEMS, INC. COMMON STOCK USD 17275R102 23,773 435,038 SH   SOLE   330,037 0 105,001
VIACOM INC. COMMON STOCK USD 92553P201 1,568 52,481 SH   SOLE   52,481 0 0
XILINX, INC. COMMON STOCK USD 983919101 1,822 15,450 SH   SOLE   15,450 0 0
IDEXX LABORATORIES, INC. COMMON STOCK USD 45168D104 2,455 8,921 SH   SOLE   8,921 0 0
TETRA TECH, INC. COMMON STOCK USD 88162G103 86,722 1,104,740 SH   SOLE   1,092,296 0 12,444
AMERICAN TOWER CORPORATION REIT USD 03027X100 91,806 449,304 SH   SOLE   449,304 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION COMMON STOCK USD 192446102 1,665 26,269 SH   SOLE   26,269 0 0
ROSS STORES, INC. COMMON STOCK USD 778296103 2,024 20,418 SH   SOLE   20,418 0 0
MICROSOFT CORPORATION COMMON STOCK USD 594918104 100,174 747,992 SH   SOLE   671,981 0 76,011
MONOLITHIC POWER SYSTEMS, INC. COMMON STOCK USD 609839105 1,671 12,305 SH   SOLE   12,305 0 0
ADOBE INC. COMMON STOCK USD 00724F101 24,990 84,817 SH   SOLE   84,817 0 0
BOTTOMLINE TECHNOLOGIES (DE), INC. COMMON STOCK USD 101388106 25,246 570,398 SH   SOLE   570,398 0 0
MAXIM INTEGRATED PRODUCTS, INC. COMMON STOCK USD 57772K101 29,753 497,504 SH   SOLE   406,201 0 91,303
INSPERITY, INC. COMMON STOCK USD 45778Q107 12,162 99,576 SH   SOLE   89,852 0 9,724
ZIX CORPORATION COMMON STOCK USD 98974P100 2,444 269,127 SH   SOLE   247,006 0 22,121
WATERS CORPORATION COMMON STOCK USD 941848103 1,629 7,573 SH   SOLE   7,573 0 0
XYLEM INC. COMMON STOCK USD 98419M100 57,940 693,148 SH   SOLE   693,148 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR USD 874039100 34,317 876,291 SH   SOLE   682,420 0 193,871
MEDIDATA SOLUTIONS, INC. COMMON STOCK USD 58471A105 2,587 28,584 SH   SOLE   28,584 0 0
DARDEN RESTAURANTS, INC. COMMON STOCK USD 237194105 17,750 145,864 SH   SOLE   110,857 0 35,007
AMAZON.COM, INC. COMMON STOCK USD 023135106 132,870 70,311 SH   SOLE   70,311 0 0
FACEBOOK, INC. COMMON STOCK USD 30303M102 52,397 271,516 SH   SOLE   271,516 0 0
UNIVERSAL DISPLAY CORPORATION COMMON STOCK USD 91347P105 28,417 151,040 SH   SOLE   151,040 0 0
MARKETAXESS HOLDINGS INC. COMMON STOCK USD 57060D108 123,851 385,349 SH   SOLE   380,899 0 4,450
CONOCOPHILLIPS COMMON STOCK USD 20825C104 2,005 32,860 SH   SOLE   32,860 0 0
JPMORGAN CHASE CO. COMMON STOCK USD 46625H100 89,302 798,962 SH   SOLE   746,688 0 52,274
VIAD CORP COMMON STOCK USD 92552R406 5,215 78,855 SH   SOLE   67,869 0 10,986
LOCKHEED MARTIN CORPORATION COMMON STOCK USD 539830109 78,995 217,359 SH   SOLE   217,359 0 0
PFIZER INC. COMMON STOCK USD 717081103 85,421 1,971,424 SH   SOLE   1,858,525 0 112,899
THE COCA-COLA COMPANY COMMON STOCK USD 191216100 3,550 69,752 SH   SOLE   69,752 0 0
MARSH MCLENNAN COMPANIES, INC. COMMON STOCK USD 571748102 2,066 20,735 SH   SOLE   20,735 0 0
THE BOEING COMPANY COMMON STOCK USD 097023105 23,844 65,497 SH   SOLE   51,765 0 13,732
NEXTERA ENERGY, INC. COMMON STOCK USD 65339F101 138,733 677,337 SH   SOLE   648,711 0 28,626
CHEVRON CORPORATION COMMON STOCK USD 166764100 53,929 433,744 SH   SOLE   384,143 0 49,601
EXXON MOBIL CORPORATION COMMON STOCK USD 30231G102 3,165 41,308 SH   SOLE   41,308 0 0
TEXAS INSTRUMENTS INCORPORATED COMMON STOCK USD 882508104 2,665 23,265 SH   SOLE   23,265 0 0
THE HERSHEY COMPANY COMMON STOCK USD 427866108 2,102 15,704 SH   SOLE   15,704 0 0
BRISTOL-MYERS SQUIBB COMPANY COMMON STOCK USD 110122108 2,134 47,079 SH   SOLE   47,079 0 0
UNION PACIFIC CORPORATION COMMON STOCK USD 907818108 2,572 15,209 SH   SOLE   15,209 0 0
AIR PRODUCTS AND CHEMICALS, INC. COMMON STOCK USD 009158106 30,679 135,555 SH   SOLE   96,765 0 38,790
BCE INC. COMMON STOCK CAD 05534B760 2,167 47,609 SH   SOLE   47,609 0 0
MOLSON COORS BREWING COMPANY COMMON STOCK USD 60871R209 1,404 25,085 SH   SOLE   25,085 0 0
COLGATE-PALMOLIVE COMPANY COMMON STOCK USD 194162103 37,630 525,414 SH   SOLE   525,414 0 0
RYDER SYSTEM, INC. COMMON STOCK USD 783549108 1,738 29,799 SH   SOLE   29,799 0 0
JOHNSON JOHNSON COMMON STOCK USD 478160104 98,211 706,161 SH   SOLE   682,058 0 24,103
SONOCO PRODUCTS COMPANY COMMON STOCK USD 835495102 1,867 28,593 SH   SOLE   28,593 0 0
RAYTHEON COMPANY COMMON STOCK USD 755111507 1,882 10,820 SH   SOLE   10,820 0 0
CVS HEALTH CORPORATION COMMON STOCK USD 126650100 11,656 213,864 SH   SOLE   213,864 0 0
TERADYNE, INC. COMMON STOCK USD 880770102 46,894 978,996 SH   SOLE   972,413 0 6,583
DANAHER CORPORATION COMMON STOCK USD 235851102 2,868 20,074 SH   SOLE   20,074 0 0
T-MOBILE USA, INC. COMMON STOCK USD 872590104 2,352 31,768 SH   SOLE   31,768 0 0
DXC TECHNOLOGY COMPANY COMMON STOCK USD 23355L106 6,291 114,132 SH   SOLE   114,132 0 0
THE CLOROX COMPANY COMMON STOCK USD 189054109 8,615 56,273 SH   SOLE   37,523 0 18,750
BAXTER INTERNATIONAL INC. COMMON STOCK USD 071813109 2,270 27,730 SH   SOLE   27,730 0 0
ZOETIS INC. COMMON STOCK USD 98978V103 2,417 21,331 SH   SOLE   21,331 0 0
AVERY DENNISON CORPORATION COMMON STOCK USD 053611109 46,726 404,381 SH   SOLE   404,381 0 0
BAKER HUGHES, A GE COMPANY COMMON STOCK USD 05722G100 2,124 86,287 SH   SOLE   86,287 0 0
NUCOR CORPORATION COMMON STOCK USD 670346105 8,634 156,727 SH   SOLE   121,106 0 35,621
MCDONALD'S CORPORATION COMMON STOCK USD 580135101 2,928 14,109 SH   SOLE   14,109 0 0
DOLLAR GENERAL CORPORATION COMMON STOCK USD 256677105 1,933 14,306 SH   SOLE   14,306 0 0
EVERCORE INC. COMMON STOCK USD 29977A105 1,675 18,902 SH   SOLE   18,902 0 0
INTEL CORPORATION COMMON STOCK USD 458140100 571 11,928 SH   SOLE   11,928 0 0
BANK OF AMERICA CORPORATION COMMON STOCK USD 060505104 3,604 124,262 SH   SOLE   124,262 0 0
TESLA INC. COMMON STOCK USD 88160R101 31,244 139,877 SH   SOLE   139,877 0 0
GREEN DOT CORPORATION COMMON STOCK USD 39304D102 52,884 1,081,699 SH   SOLE   1,062,601 0 19,098
SERVICENOW, INC. COMMON STOCK USD 81762P102 104,905 380,642 SH   SOLE   380,642 0 0
STARWOOD PROPERTY TRUST, INC. REIT USD 85571B105 8,664 381,681 SH   SOLE   381,681 0 0
THE TRAVELERS COMPANIES, INC. COMMON STOCK USD 89417E109 2,161 14,455 SH   SOLE   14,455 0 0
KAR AUCTION SERVICES, INC. COMMON STOCK USD 48238T109 15,361 614,447 SH   SOLE   614,447 0 0
LAM RESEARCH CORPORATION COMMON STOCK USD 512807108 5,279 28,109 SH   SOLE   28,109 0 0
ALIBABA GROUP HOLDING LIMITED ADR USD 01609W102 32,495 191,800 SH   SOLE   191,800 0 0
APPLE INC. COMMON STOCK USD 037833100 53,956 272,628 SH   SOLE   272,628 0 0
KLA CORPORATION COMMON STOCK USD 482480100 1,910 16,166 SH   SOLE   16,166 0 0
NIKE, INC. COMMON STOCK USD 654106103 1,472 17,557 SH   SOLE   17,557 0 0
THE HOME DEPOT, INC. COMMON STOCK USD 437076102 3,463 16,645 SH   SOLE   16,645 0 0
MICRON TECHNOLOGY, INC. COMMON STOCK USD 595112103 7,354 190,556 SH   SOLE   190,556 0 0
CANADIAN NATURAL RESOURCES LIMITED COMMON STOCK CAD 136385101 1,230 45,587 SH   SOLE   45,587 0 0
MANULIFE FINANCIAL CORPORATION COMMON STOCK CAD 56501R106 1,179 64,759 SH   SOLE   0 0 64,759
PAYPAL, INC. COMMON STOCK USD 70450Y103 8,543 74,650 SH   SOLE   74,650 0 0
ALPHABET INC. COMMON STOCK USD 02079K107 123,183 113,993 SH   SOLE   113,993 0 0
ALPHABET INC. COMMON STOCK USD 02079K305 30,098 27,819 SH   SOLE   27,819 0 0
CDW CORPORATION COMMON STOCK USD 12514G108 14,228 128,182 SH   SOLE   128,182 0 0
BEIJING WUBA INFORMATION TECHNOLOGY CO., LTD. ADR USD 31680Q104 5,800 93,300 SH   SOLE   93,300 0 0