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
ABIOMED INC COM 003654100 14,534 43,877 SH   SOLE   43,877 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,259 100,198 SH   SOLE   100,198 0 0
ALIGN TECHNOLOGY INC COM 016255101 10,603 24,318 SH   SOLE   24,318 0 0
AMERICAN EXPRESS CO COM 025816109 18,045 96,499 SH   SOLE   96,499 0 0
ANSYS INC COM 03662Q105 76,570 241,052 SH   SOLE   241,052 0 0
AVALARA INC COM 05338G106 12,318 123,787 SH   SOLE   123,787 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,939 22,149 SH   SOLE   22,149 0 0
CARMAX INC COM 143130102 9,775 101,313 SH   SOLE   101,313 0 0
CATALENT INC COM 148806102 13,844 124,830 SH   SOLE   124,830 0 0
CHARLES RIV LABS INTL INC COM 159864107 12,045 42,418 SH   SOLE   42,418 0 0
CLOROX CO DEL COM 189054109 12,803 92,087 SH   SOLE   92,087 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,931 51,801 SH   SOLE   51,801 0 0
COOPER COS INC COM NEW 216648402 15,709 37,618 SH   SOLE   37,618 0 0
COSTAR GROUP INC COM 22160N109 13,470 202,229 SH   SOLE   202,229 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 15,347 90,946 SH   SOLE   90,946 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 13,159 168,231 SH   SOLE   168,231 0 0
DOMINOS PIZZA INC COM 25754A201 9,515 23,379 SH   SOLE   23,379 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 14,523 123,367 SH   SOLE   123,367 0 0
ELECTRONIC ARTS INC COM 285512109 2,674 21,138 SH   SOLE   21,138 0 0
ENTEGRIS INC COM 29362U104 14,936 113,786 SH   SOLE   113,786 0 0
ETSY INC COM 29786A106 9,072 72,996 SH   SOLE   72,996 0 0
FACTSET RESH SYS INC COM 303075105 14,098 32,473 SH   SOLE   32,473 0 0
FASTENAL CO COM 311900104 39,382 663,000 SH   SOLE   663,000 0 0
FERGUSON PLC NEW SHS G3421J106 12,309 90,038 SH   SOLE   90,038 0 0
FERRARI N V COM N3167Y103 13,763 61,775 SH   SOLE   61,775 0 0
FORTINET INC COM 34959E109 41,694 122,005 SH   SOLE   122,005 0 0
GARTNER INC COM 366651107 14,022 47,140 SH   SOLE   47,140 0 0
GOOSEHEAD INS INC COM CL A 38267D109 7,969 101,430 SH   SOLE   101,430 0 0
GRACO INC COM 384109104 11,432 163,968 SH   SOLE   163,968 0 0
IDEXX LABS INC COM 45168D104 2,316 4,234 SH   SOLE   4,234 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 100,345 759,498 SH   SOLE   759,498 0 0
INTUIT COM 461202103 11,958 24,868 SH   SOLE   24,868 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,420 44,483 SH   SOLE   44,483 0 0
IPG PHOTONICS CORP COM 44980X109 10,191 92,846 SH   SOLE   92,846 0 0
IQVIA HLDGS INC COM 46266C105 90,702 392,294 SH   SOLE   392,294 0 0
KINSALE CAP GROUP INC COM 49714P108 15,111 66,269 SH   SOLE   66,269 0 0
KLA CORP COM NEW 482480100 2,378 6,495 SH   SOLE   6,495 0 0
LAUDER ESTEE COS INC CL A 518439104 11,774 43,235 SH   SOLE   43,235 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 17,404 249,194 SH   SOLE   249,194 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 15,489 131,665 SH   SOLE   131,665 0 0
MARKEL CORP COM 570535104 18,840 12,771 SH   SOLE   12,771 0 0
MARKETAXESS HLDGS INC COM 57060D108 13,239 38,914 SH   SOLE   38,914 0 0
MASIMO CORP COM 574795100 7,945 54,587 SH   SOLE   54,587 0 0
MATCH GROUP INC NEW COM 57667L107 13,141 120,850 SH   SOLE   120,850 0 0
MCCORMICK & CO INC COM NON VTG 579780206 16,279 163,120 SH   SOLE   163,120 0 0
MERCADOLIBRE INC COM 58733R102 13,904 11,689 SH   SOLE   11,689 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 12,930 9,416 SH   SOLE   9,416 0 0
MOODYS CORP COM 615369105 13,827 40,981 SH   SOLE   40,981 0 0
MORNINGSTAR INC COM 617700109 12,776 46,770 SH   SOLE   46,770 0 0
MSCI INC COM 55354G100 36,685 72,949 SH   SOLE   72,949 0 0
NEW YORK TIMES CO CL A 650111107 41,899 914,030 SH   SOLE   914,030 0 0
PERKINELMER INC COM 714046109 44,662 256,004 SH   SOLE   256,004 0 0
POOL CORP COM 73278L105 11,952 28,266 SH   SOLE   28,266 0 0
RESMED INC COM 761152107 93,896 387,185 SH   SOLE   387,185 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 36,967 726,975 SH   SOLE   726,975 0 0
SERVICE CORP INTL COM 817565104 14,611 221,990 SH   SOLE   221,990 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,578 101,875 SH   SOLE   101,875 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,313 68,292 SH   SOLE   68,292 0 0
STARBUCKS CORP COM 855244109 12,474 137,117 SH   SOLE   137,117 0 0
STONECO LTD COM CL A G85158106 18,102 1,547,180 SH   SOLE   1,547,180 0 0
TERADYNE INC COM 880770102 2,017 17,061 SH   SOLE   17,061 0 0
TRADEWEB MKTS INC CL A 892672106 13,836 157,459 SH   SOLE   157,459 0 0
TRANSUNION COM 89400J107 13,937 134,864 SH   SOLE   134,864 0 0
TRIMBLE INC COM 896239100 13,223 183,302 SH   SOLE   183,302 0 0
TRUPANION INC COM 898202106 1,882 21,117 SH   SOLE   21,117 0 0
TYLER TECHNOLOGIES INC COM 902252105 13,217 29,708 SH   SOLE   29,708 0 0
ULTA BEAUTY INC COM 90384S303 15,219 38,218 SH   SOLE   38,218 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 15,942 95,491 SH   SOLE   95,491 0 0
VERISIGN INC COM 92343E102 38,573 173,395 SH   SOLE   173,395 0 0
VERISK ANALYTICS INC COM 92345Y106 14,788 68,900 SH   SOLE   68,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,729 71,765 SH   SOLE   71,765 0 0
WATSCO INC COM 942622200 12,686 41,643 SH   SOLE   41,643 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 12,428 317,604 SH   SOLE   317,604 0 0
WIX COM LTD SHS M98068105 10,581 101,288 SH   SOLE   101,288 0 0