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 1,256 38,479 SH   SOLE   38,479 0 0
ACTIVISION BLIZZARD INC COM 00507V109 63,795 1,007,495 SH   SOLE   1,007,495 0 0
ADOBE SYS INC COM 00724F101 14,451 82,463 SH   SOLE   82,463 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 201,959 1,171,255 SH   SOLE   690,610 0 480,645
ALKERMES PLC SHS G01767105 2,667 48,723 SH   SOLE   48,723 0 0
ALLERGAN PLC 5.5% CNV PFD A G0177J116 2,398 4,091 SH   SOLE   4,091 0 0
ALPHABET INC CAP STK CL A 02079K305 72,958 69,260 SH   SOLE   69,260 0 0
AMAZON COM INC COM 023135106 149,440 127,784 SH   SOLE   63,919 0 63,865
AMETEK INC NEW COM 031100100 4,074 56,218 SH   SOLE   56,218 0 0
AMGEN INC COM 031162100 16,059 92,346 SH   SOLE   92,346 0 0
ANTHEM INC COM 036752103 56,444 250,853 SH   SOLE   250,853 0 0
APPLE INC COM 037833100 66,269 391,591 SH   SOLE   391,591 0 0
APPLIED MATLS INC COM 038222105 55,994 1,095,343 SH   SOLE   1,095,343 0 0
ATLASSIAN CORP PLC CL A G06242104 1,817 39,927 SH   SOLE   39,927 0 0
BALL CORP COM 058498106 3,189 84,260 SH   SOLE   84,260 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,470 47,775 SH   SOLE   47,775 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,316 70,623 SH   SOLE   70,623 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,007 55,281 SH   SOLE   55,281 0 0
BURLINGTON STORES INC COM 122017106 6,004 48,805 SH   SOLE   48,805 0 0
CBS CORP NEW CL B 124857202 2,180 36,947 SH   SOLE   36,947 0 0
SCHWAB CHARLES CORP NEW COM 808513105 11,980 233,207 SH   SOLE   233,207 0 0
CME GROUP INC COM CL A 12572Q105 6,946 47,556 SH   SOLE   47,556 0 0
COGNEX CORP COM 192422103 1,513 24,736 SH   SOLE   24,736 0 0
CONSTELLATION BRANDS INC CL A 21036P108 67,236 294,159 SH   SOLE   294,159 0 0
COSTAR GROUP INC COM 22160N109 6,869 23,131 SH   SOLE   23,131 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 24,902 224,326 SH   SOLE   224,326 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 13,209 299,523 SH   SOLE   299,523 0 0
DOMINOS PIZZA INC COM 25754A201 3,665 19,393 SH   SOLE   19,393 0 0
FACEBOOK INC CL A 30303M102 148,538 841,767 SH   SOLE   422,910 0 418,857
FIRST REP BK SAN FRANCISCO C COM 33616C100 42,640 492,152 SH   SOLE   492,152 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,990 25,930 SH   SOLE   25,930 0 0
GARTNER INC COM 366651107 5,050 41,010 SH   SOLE   41,010 0 0
GENESEE & WYO INC CL A 371559105 5,036 63,960 SH   SOLE   63,960 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,997 40,354 SH   SOLE   40,354 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,536 34,782 SH   SOLE   34,782 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,598 87,217 SH   SOLE   87,217 0 0
HEICO CORP NEW COM 422806109 1,210 12,827 SH   SOLE   12,827 0 0
HILTON GRAND VACATIONS INC COM 43283X105 5,635 134,324 SH   SOLE   134,324 0 0
HOLOGIC INC COM 436440101 3,258 76,207 SH   SOLE   76,207 0 0
IDEXX LABS INC COM 45168D104 2,817 18,011 SH   SOLE   18,011 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 23,304 330,274 SH   SOLE   330,274 0 0
INTERXION HOLDING N.V SHS N47279109 19,035 323,003 SH   SOLE   323,003 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,998 35,617 SH   SOLE   35,617 0 0
JOHNSON & JOHNSON COM 478160104 9,613 68,803 SH   SOLE   68,803 0 0
JPMORGAN CHASE & CO COM 46625H100 53,414 499,475 SH   SOLE   499,475 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,849 36,669 SH   SOLE   36,669 0 0
LAM RESEARCH CORP COM 512807108 2,315 12,576 SH   SOLE   12,576 0 0
LIVANOVA PLC SHS G5509L101 1,547 19,352 SH   SOLE   19,352 0 0
LOCKHEED MARTIN CORP COM 539830109 131,096 408,336 SH   SOLE   176,919 0 231,417
LULULEMON ATHLETICA INC COM 550021109 3,317 42,206 SH   SOLE   42,206 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 5,694 88,696 SH   SOLE   88,696 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,226 74,572 SH   SOLE   74,572 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,565 33,630 SH   SOLE   33,630 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,320 48,364 SH   SOLE   48,364 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,159 108,373 SH   SOLE   108,373 0 0
MICROSOFT CORP COM 594918104 6,722 78,582 SH   SOLE   78,582 0 0
MONDELEZ INTL INC CL A 609207105 1,303 30,438 SH   SOLE   30,438 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,310 83,895 SH   SOLE   83,895 0 0
NETFLIX INC COM 64110L106 65,899 343,295 SH   SOLE   343,295 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 12,575 236,154 SH   SOLE   236,154 0 0
NVIDIA CORP COM 67066G104 116,986 604,581 SH   SOLE   297,334 0 307,247
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,803 71,420 SH   SOLE   71,420 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,396 26,589 SH   SOLE   26,589 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 2,145 46,992 SH   SOLE   46,992 0 0
PAYPAL HLDGS INC COM 70450Y103 143,462 1,948,685 SH   SOLE   946,169 0 1,002,516
PTC INC COM 69370C100 4,370 71,905 SH   SOLE   71,905 0 0
QIAGEN NV SHS NEW N72482123 2,593 83,832 SH   SOLE   83,832 0 0
RAYTHEON CO COM NEW 755111507 6,145 32,712 SH   SOLE   32,712 0 0
RBC BEARINGS INC COM 75524B104 1,202 9,507 SH   SOLE   9,507 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 15,402 147,827 SH   SOLE   147,827 0 0
SALESFORCE COM INC COM 79466L302 161,454 1,579,322 SH   SOLE   832,614 0 746,708
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,075 43,307 SH   SOLE   43,307 0 0
SHERWIN WILLIAMS CO COM 824348106 116,051 283,024 SH   SOLE   134,728 0 148,296
SIGNATURE BK NEW YORK N Y COM 82669G104 9,162 66,750 SH   SOLE   66,750 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 6,049 90,874 SH   SOLE   90,874 0 0
SNAP INC CL A 83304A106 3,626 248,153 SH   SOLE   248,153 0 0
STARWOOD PPTY TR INC COM 85571B105 8,095 379,171 SH   SOLE   379,171 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,688 79,143 SH   SOLE   79,143 0 0
TELEFLEX INC COM 879369106 5,704 22,925 SH   SOLE   22,925 0 0
TESLA INC COM 88160R101 1,813 5,823 SH   SOLE   5,823 0 0
TEXAS INSTRS INC COM 882508104 7,125 68,225 SH   SOLE   68,225 0 0
HOME DEPOT INC COM 437076102 6,265 33,053 SH   SOLE   33,053 0 0
TIME WARNER INC COM NEW 887317303 6,040 66,035 SH   SOLE   66,035 0 0
TWILIO INC CL A 90138F102 782 33,147 SH   SOLE   33,147 0 0
UNITEDHEALTH GROUP INC COM 91324P102 155,312 704,490 SH   SOLE   365,212 0 339,278
VANTIV INC CL A 92210H105 12,396 168,544 SH   SOLE   168,544 0 0
VERISK ANALYTICS INC COM 92345Y106 4,709 49,049 SH   SOLE   49,049 0 0
VISA INC COM CL A 92826C839 171,026 1,499,967 SH   SOLE   837,213 0 662,754
VULCAN MATLS CO COM 929160109 5,197 40,483 SH   SOLE   40,483 0 0
WASTE MGMT INC DEL COM 94106L109 7,947 92,089 SH   SOLE   92,089 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 5,985 49,602 SH   SOLE   49,602 0 0
ZOETIS INC CL A 98978V103 9,501 131,891 SH   SOLE   131,891 0 0