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
ABCAM PLC ADS 000380204 16,691 711,273 SH   SOLE   711,273 0 0
ABIOMED INC COM 003654100 15,922 44,329 SH   SOLE   44,329 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,818 92,818 SH   SOLE   92,818 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,371 21,867 SH   SOLE   21,867 0 0
AMERICAN EXPRESS CO COM 025816109 14,132 86,380 SH   SOLE   86,380 0 0
ANSYS INC COM 03662Q105 97,562 243,224 SH   SOLE   243,224 0 0
ASPEN TECHNOLOGY INC COM 045327103 17,501 114,988 SH   SOLE   114,988 0 0
AVALARA INC COM 05338G106 11,008 85,262 SH   SOLE   85,262 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,185 17,355 SH   SOLE   17,355 0 0
CARMAX INC COM 143130102 12,394 95,172 SH   SOLE   95,172 0 0
CATALENT INC COM 148806102 14,264 111,408 SH   SOLE   111,408 0 0
CHARLES RIV LABS INTL INC COM 159864107 13,510 35,857 SH   SOLE   35,857 0 0
CLOROX CO DEL COM 189054109 15,479 88,775 SH   SOLE   88,775 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,541 57,940 SH   SOLE   57,940 0 0
COOPER COS INC COM NEW 216648402 2,374 5,666 SH   SOLE   5,666 0 0
COSTAR GROUP INC COM 22160N109 13,548 171,428 SH   SOLE   171,428 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 15,598 90,015 SH   SOLE   90,015 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 15,852 166,482 SH   SOLE   166,482 0 0
DOMINOS PIZZA INC COM 25754A201 14,425 25,561 SH   SOLE   25,561 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,619 128,282 SH   SOLE   128,282 0 0
ELECTRONIC ARTS INC COM 285512109 13,632 103,352 SH   SOLE   103,352 0 0
ENTEGRIS INC COM 29362U104 15,758 113,709 SH   SOLE   113,709 0 0
ETSY INC COM 29786A106 14,987 68,454 SH   SOLE   68,454 0 0
FACTSET RESH SYS INC COM 303075105 17,677 36,371 SH   SOLE   36,371 0 0
FASTENAL CO COM 311900104 44,509 694,796 SH   SOLE   694,796 0 0
FERRARI N V COM N3167Y103 17,497 67,683 SH   SOLE   67,683 0 0
FORTINET INC COM 34959E109 56,156 156,250 SH   SOLE   156,250 0 0
GARTNER INC COM 366651107 15,893 47,539 SH   SOLE   47,539 0 0
GOOSEHEAD INS INC COM CL A 38267D109 10,402 79,965 SH   SOLE   79,965 0 0
GRACO INC COM 384109104 14,058 174,370 SH   SOLE   174,370 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 105,449 770,998 SH   SOLE   770,998 0 0
INTUIT COM 461202103 17,151 26,664 SH   SOLE   26,664 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,663 43,593 SH   SOLE   43,593 0 0
IPG PHOTONICS CORP COM 44980X109 15,774 91,637 SH   SOLE   91,637 0 0
IQVIA HLDGS INC COM 46266C105 112,196 397,659 SH   SOLE   397,659 0 0
JD.COM INC SPON ADR CL A 47215P106 11,812 168,575 SH   SOLE   168,575 0 0
KINSALE CAP GROUP INC COM 49714P108 20,871 87,735 SH   SOLE   87,735 0 0
KLA CORP COM NEW 482480100 2,616 6,083 SH   SOLE   6,083 0 0
LAUDER ESTEE COS INC CL A 518439104 17,689 47,781 SH   SOLE   47,781 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 18,554 155,019 SH   SOLE   155,019 0 0
MARKEL CORP COM 570535104 14,903 12,077 SH   SOLE   12,077 0 0
MARKETAXESS HLDGS INC COM 57060D108 14,522 35,310 SH   SOLE   35,310 0 0
MASIMO CORP COM 574795100 15,688 53,582 SH   SOLE   53,582 0 0
MATCH GROUP INC NEW COM 57667L107 12,370 93,538 SH   SOLE   93,538 0 0
MCCORMICK & CO INC COM NON VTG 579780206 17,450 180,624 SH   SOLE   180,624 0 0
MERCADOLIBRE INC COM 58733R102 11,862 8,797 SH   SOLE   8,797 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 17,707 10,433 SH   SOLE   10,433 0 0
MOODYS CORP COM 615369105 15,887 40,675 SH   SOLE   40,675 0 0
MORNINGSTAR INC COM 617700109 18,786 54,932 SH   SOLE   54,932 0 0
MSCI INC COM 55354G100 43,272 70,626 SH   SOLE   70,626 0 0
NEW YORK TIMES CO CL A 650111107 42,812 886,381 SH   SOLE   886,381 0 0
PERKINELMER INC COM 714046109 52,636 261,791 SH   SOLE   261,791 0 0
POOL CORP COM 73278L105 18,527 32,734 SH   SOLE   32,734 0 0
RESMED INC COM 761152107 99,551 382,181 SH   SOLE   382,181 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 45,196 732,634 SH   SOLE   732,634 0 0
SERVICE CORP INTL COM 817565104 16,987 239,294 SH   SOLE   239,294 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,874 89,429 SH   SOLE   89,429 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,782 63,161 SH   SOLE   63,161 0 0
STARBUCKS CORP COM 855244109 15,493 132,450 SH   SOLE   132,450 0 0
STONECO LTD COM CL A G85158106 18,801 1,115,154 SH   SOLE   1,115,154 0 0
SVB FINANCIAL GROUP COM 78486Q101 2,249 3,316 SH   SOLE   3,316 0 0
TERADYNE INC COM 880770102 2,833 17,322 SH   SOLE   17,322 0 0
TRADEWEB MKTS INC CL A 892672106 17,713 176,879 SH   SOLE   176,879 0 0
TRANSUNION COM 89400J107 15,455 130,334 SH   SOLE   130,334 0 0
TRIMBLE INC COM 896239100 15,419 176,843 SH   SOLE   176,843 0 0
TYLER TECHNOLOGIES INC COM 902252105 16,759 31,154 SH   SOLE   31,154 0 0
ULTA BEAUTY INC COM 90384S303 16,505 40,028 SH   SOLE   40,028 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,177 85,904 SH   SOLE   85,904 0 0
VERISIGN INC COM 92343E102 45,793 180,417 SH   SOLE   180,417 0 0
VERISK ANALYTICS INC COM 92345Y106 16,553 72,367 SH   SOLE   72,367 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,618 80,226 SH   SOLE   80,226 0 0
WATSCO INC COM 942622200 14,470 46,248 SH   SOLE   46,248 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 15,679 383,924 SH   SOLE   383,924 0 0
WIX COM LTD SHS M98068105 11,763 74,551 SH   SOLE   74,551 0 0
ISHARES TR MSCI ACWI ETF 464288257 1,029 9,727 SH   SOLE   9,727 0 0