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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 3,752 78,555 SH   SOLE   78,555 0 0
ACTIVISION BLIZZARD INC COM 00507V109 45,925 711,902 SH   SOLE   711,902 0 0
ADOBE SYS INC COM 00724F101 16,971 113,759 SH   SOLE   113,759 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 203,486 1,178,192 SH   SOLE   697,547 0 480,645
ALKERMES PLC SHS G01767105 2,026 39,854 SH   SOLE   39,854 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 3,018 4,091 SH   SOLE   4,091 0 0
ALPHABET INC CAP STK CL A 02079K305 67,440 69,260 SH   SOLE   69,260 0 0
AMAZON COM INC COM 023135106 131,690 136,984 SH   SOLE   63,919 0 73,065
AMETEK INC NEW COM 031100100 3,713 56,218 SH   SOLE   56,218 0 0
AMGEN INC COM 031162100 22,690 121,696 SH   SOLE   121,696 0 0
ANTHEM INC COM 036752103 38,544 202,989 SH   SOLE   202,989 0 0
APPLE INC COM 037833100 69,897 453,520 SH   SOLE   453,520 0 0
APPLIED MATLS INC COM 038222105 57,056 1,095,343 SH   SOLE   1,095,343 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,035 17,726 SH   SOLE   17,726 0 0
ATLASSIAN CORP PLC CL A G06242104 1,403 39,927 SH   SOLE   39,927 0 0
BALL CORP COM 058498106 3,480 84,260 SH   SOLE   84,260 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,297 50,712 SH   SOLE   50,712 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,002 70,623 SH   SOLE   70,623 0 0
BOSTON SCIENTIFIC CORP COM 101137107 33,002 1,131,363 SH   SOLE   1,131,363 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,468 55,281 SH   SOLE   55,281 0 0
BURLINGTON STORES INC COM 122017106 4,659 48,805 SH   SOLE   48,805 0 0
CBS CORP NEW CL B 124857202 2,143 36,947 SH   SOLE   36,947 0 0
CELGENE CORP COM 151020104 132,643 909,633 SH   SOLE   403,116 0 506,517
SCHWAB CHARLES CORP NEW COM 808513105 10,200 233,207 SH   SOLE   233,207 0 0
CME GROUP INC COM CL A 12572Q105 7,437 54,812 SH   SOLE   54,812 0 0
COGNEX CORP COM 192422103 1,364 12,368 SH   SOLE   12,368 0 0
CONSTELLATION BRANDS INC CL A 21036P108 60,350 302,580 SH   SOLE   302,580 0 0
COSTAR GROUP INC COM 22160N109 6,205 23,131 SH   SOLE   23,131 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,428 224,326 SH   SOLE   224,326 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 15,797 299,523 SH   SOLE   299,523 0 0
DOMINOS PIZZA INC COM 25754A201 3,866 19,472 SH   SOLE   19,472 0 0
FACEBOOK INC CL A 30303M102 137,824 806,601 SH   SOLE   427,422 0 379,179
FIRST REP BK SAN FRANCISCO C COM 33616C100 51,644 494,392 SH   SOLE   494,392 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,013 25,930 SH   SOLE   25,930 0 0
GARTNER INC COM 366651107 4,829 38,816 SH   SOLE   38,816 0 0
GENESEE & WYO INC CL A 371559105 4,734 63,960 SH   SOLE   63,960 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,383 35,100 SH   SOLE   35,100 0 0
HEALTHCARE SVCS GRP INC COM 421906108 5,565 103,117 SH   SOLE   103,117 0 0
HEICO CORP NEW COM 422806109 1,152 12,827 SH   SOLE   12,827 0 0
HILTON GRAND VACATIONS INC COM 43283X105 5,189 134,324 SH   SOLE   134,324 0 0
HOLOGIC INC COM 436440101 1,939 52,860 SH   SOLE   52,860 0 0
IDEXX LABS INC COM 45168D104 2,272 14,615 SH   SOLE   14,615 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,690 330,274 SH   SOLE   330,274 0 0
INTERXION HOLDING N.V SHS N47279109 14,927 293,095 SH   SOLE   293,095 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,106 12,531 SH   SOLE   12,531 0 0
JOHNSON & JOHNSON COM 478160104 8,945 68,803 SH   SOLE   68,803 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 7,212 47,774 SH   SOLE   47,774 0 0
LIVANOVA PLC SHS G5509L101 1,356 19,352 SH   SOLE   19,352 0 0
LOCKHEED MARTIN CORP COM 539830109 129,829 418,412 SH   SOLE   186,995 0 231,417
LULULEMON ATHLETICA INC COM 550021109 4,792 76,975 SH   SOLE   76,975 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 6,402 88,696 SH   SOLE   88,696 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,144 74,572 SH   SOLE   74,572 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,708 33,630 SH   SOLE   33,630 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,420 52,550 SH   SOLE   52,550 0 0
MERCK & CO INC COM 58933Y105 41,484 647,883 SH   SOLE   647,883 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,274 108,373 SH   SOLE   108,373 0 0
MICROSOFT CORP COM 594918104 2,724 36,566 SH   SOLE   36,566 0 0
MONDELEZ INTL INC CL A 609207105 1,238 30,438 SH   SOLE   30,438 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 4,635 83,895 SH   SOLE   83,895 0 0
NETFLIX INC COM 64110L106 59,559 328,420 SH   SOLE   328,420 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 12,764 236,154 SH   SOLE   236,154 0 0
NVIDIA CORP COM 67066G104 131,093 733,304 SH   SOLE   316,505 0 416,799
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,777 81,394 SH   SOLE   81,394 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,415 39,071 SH   SOLE   39,071 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 1,452 38,675 SH   SOLE   38,675 0 0
PAYPAL HLDGS INC COM 70450Y103 135,482 2,115,922 SH   SOLE   970,132 0 1,145,790
PTC INC COM 69370C100 4,047 71,905 SH   SOLE   71,905 0 0
QIAGEN NV SHS NEW N72482123 2,665 84,604 SH   SOLE   84,604 0 0
RAYTHEON CO COM NEW 755111507 6,103 32,712 SH   SOLE   32,712 0 0
RBC BEARINGS INC COM 75524B104 734 5,866 SH   SOLE   5,866 0 0
RED ROCK RESORTS INC CL A 75700L108 1,584 68,409 SH   SOLE   68,409 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 14,079 133,550 SH   SOLE   133,550 0 0
SALESFORCE COM INC COM 79466L302 65,782 704,149 SH   SOLE   704,149 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,238 43,307 SH   SOLE   43,307 0 0
SHERWIN WILLIAMS CO COM 824348106 101,334 283,024 SH   SOLE   134,728 0 148,296
SIGNATURE BK NEW YORK N Y COM 82669G104 8,547 66,750 SH   SOLE   66,750 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,538 90,874 SH   SOLE   90,874 0 0
SNAP INC CL A 83304A106 4,463 306,954 SH   SOLE   306,954 0 0
STARWOOD PPTY TR INC COM 85571B105 8,236 379,171 SH   SOLE   379,171 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,539 24,838 SH   SOLE   24,838 0 0
TARGET CORP COM 87612E106 5,092 86,293 SH   SOLE   86,293 0 0
TELEFLEX INC COM 879369106 5,547 22,925 SH   SOLE   22,925 0 0
TESLA INC COM 88160R101 1,224 3,589 SH   SOLE   3,589 0 0
TEXAS INSTRS INC COM 882508104 6,116 68,225 SH   SOLE   68,225 0 0
HOME DEPOT INC COM 437076102 5,406 33,053 SH   SOLE   33,053 0 0
PRICELINE GRP INC COM NEW 741503403 39,992 21,844 SH   SOLE   21,844 0 0
TIME WARNER INC COM NEW 887317303 6,765 66,035 SH   SOLE   66,035 0 0
TREEHOUSE FOODS INC COM 89469A104 3,282 48,450 SH   SOLE   48,450 0 0
TWILIO INC CL A 90138F102 989 33,147 SH   SOLE   33,147 0 0
UNITEDHEALTH GROUP INC COM 91324P102 142,942 729,854 SH   SOLE   365,212 0 364,642
VANTIV INC CL A 92210H105 8,056 114,316 SH   SOLE   114,316 0 0
VERISK ANALYTICS INC COM 92345Y106 4,080 49,049 SH   SOLE   49,049 0 0
VISA INC COM CL A 92826C839 164,870 1,566,613 SH   SOLE   885,327 0 681,286
VULCAN MATLS CO COM 929160109 4,842 40,483 SH   SOLE   40,483 0 0
WASTE MGMT INC DEL COM 94106L109 7,208 92,089 SH   SOLE   92,089 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 4,851 41,427 SH   SOLE   41,427 0 0
ZOETIS INC CL A 98978V103 8,409 131,891 SH   SOLE   131,891 0 0