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 1,932 5,943 SH   SOLE   5,943 0 0
ADOBE INC COM 00724F101 39,666 175,326 SH   SOLE   155,972 0 19,354
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 121,537 886,679 SH   SOLE   462,770 0 423,909
ALPHABET INC CAP STK CL A 02079K305 168,253 161,014 SH   SOLE   85,381 0 75,633
AMAZON COM INC COM 023135106 178,529 118,863 SH   SOLE   62,880 0 55,983
AMETEK INC NEW COM 031100100 4,740 70,010 SH   SOLE   70,010 0 0
ANTHEM INC COM 036752103 37,061 141,114 SH   SOLE   125,117 0 15,997
APPLE INC COM 037833100 94,617 599,829 SH   SOLE   309,526 0 290,303
APPLIED MATLS INC COM 038222105 1,098 33,551 SH   SOLE   33,551 0 0
ATLASSIAN CORP PLC CL A G06242104 11,116 124,927 SH   SOLE   124,927 0 0
BALL CORP COM 058498106 4,222 91,829 SH   SOLE   91,829 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,087 29,814 SH   SOLE   29,814 0 0
BIOGEN INC COM 09062X103 29,271 97,272 SH   SOLE   97,272 0 0
BOEING CO COM 097023105 47,746 148,051 SH   SOLE   129,984 0 18,067
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,829 50,174 SH   SOLE   50,174 0 0
BURLINGTON STORES INC COM 122017106 6,778 41,670 SH   SOLE   41,670 0 0
COGNEX CORP COM 192422103 3,245 83,921 SH   SOLE   83,921 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,032 68,597 SH   SOLE   68,597 0 0
COOPER COS INC COM NEW 216648402 4,408 17,319 SH   SOLE   17,319 0 0
COSTAR GROUP INC COM 22160N109 6,563 19,455 SH   SOLE   19,455 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,895 72,680 SH   SOLE   72,680 0 0
DOMINOS PIZZA INC COM 25754A201 14,914 60,138 SH   SOLE   60,138 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,269 40,252 SH   SOLE   40,252 0 0
EXACT SCIENCES CORP COM 30063P105 1,819 28,826 SH   SOLE   28,826 0 0
FACEBOOK INC CL A 30303M102 63,300 482,875 SH   SOLE   440,899 0 41,976
FIRST REP BK SAN FRANCISCO C COM 33616C100 33,831 389,315 SH   SOLE   353,324 0 35,991
FLEETCOR TECHNOLOGIES INC COM 339041105 4,576 24,639 SH   SOLE   24,639 0 0
FRONTDOOR INC COM 35905A109 1,001 37,614 SH   SOLE   37,614 0 0
GARTNER INC COM 366651107 5,766 45,103 SH   SOLE   45,103 0 0
GENESEE & WYO INC CL A 371559105 2,630 35,533 SH   SOLE   35,533 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,851 60,461 SH   SOLE   60,461 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 7,228 74,219 SH   SOLE   74,219 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,877 18,122 SH   SOLE   18,122 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,672 116,282 SH   SOLE   116,282 0 0
HEICO CORP NEW COM 422806109 2,270 29,301 SH   SOLE   29,301 0 0
IDEXX LABS INC COM 45168D104 3,350 18,011 SH   SOLE   18,011 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 23,630 313,680 SH   SOLE   278,508 0 35,172
INTERXION HOLDING N.V SHS N47279109 21,329 393,821 SH   SOLE   393,821 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 65,691 137,165 SH   SOLE   125,107 0 12,058
LAM RESEARCH CORP COM 512807108 3,830 28,125 SH   SOLE   28,125 0 0
LILLY ELI & CO COM 532457108 34,820 300,896 SH   SOLE   264,756 0 36,140
LIVANOVA PLC SHS G5509L101 2,487 27,191 SH   SOLE   27,191 0 0
LOCKHEED MARTIN CORP COM 539830109 109,974 420,005 SH   SOLE   154,737 0 265,268
LULULEMON ATHLETICA INC COM 550021109 8,474 69,685 SH   SOLE   69,685 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,756 72,160 SH   SOLE   72,160 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,793 30,709 SH   SOLE   30,709 0 0
MCDONALDS CORP COM 580135101 47,697 268,611 SH   SOLE   242,997 0 25,614
MICROSOFT CORP COM 594918104 66,033 650,127 SH   SOLE   594,135 0 55,992
MONSTER BEVERAGE CORP NEW COM 61174X109 45,183 917,985 SH   SOLE   847,657 0 70,328
NETFLIX INC COM 64110L106 34,474 128,799 SH   SOLE   114,712 0 14,087
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,705 87,410 SH   SOLE   87,410 0 0
NOVANTA INC COM 67000B104 2,822 44,786 SH   SOLE   44,786 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,226 48,511 SH   SOLE   48,511 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,850 16,990 SH   SOLE   16,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,048 55,956 SH   SOLE   55,956 0 0
PAYPAL HLDGS INC COM 70450Y103 150,727 1,792,444 SH   SOLE   740,584 0 1,051,860
PTC INC COM 69370C100 5,961 71,905 SH   SOLE   71,905 0 0
QIAGEN NV SHS NEW N72482123 2,572 74,667 SH   SOLE   74,667 0 0
RAYTHEON CO COM NEW 755111507 5,016 32,712 SH   SOLE   32,712 0 0
RBC BEARINGS INC COM 75524B104 1,817 13,862 SH   SOLE   13,862 0 0
REALPAGE INC COM 75606N109 1,734 35,990 SH   SOLE   35,990 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 9,203 129,006 SH   SOLE   129,006 0 0
S&P GLOBAL INC COM 78409V104 42,868 252,252 SH   SOLE   252,252 0 0
SALESFORCE COM INC COM 79466L302 158,409 1,156,526 SH   SOLE   529,045 0 627,481
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,491 40,098 SH   SOLE   40,098 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,764 75,229 SH   SOLE   75,229 0 0
SHERWIN WILLIAMS CO COM 824348106 147,165 374,029 SH   SOLE   167,627 0 206,402
SIGNATURE BK NEW YORK N Y COM 82669G104 4,020 39,099 SH   SOLE   39,099 0 0
SMITH A O COM 831865209 2,994 70,122 SH   SOLE   70,122 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,667 84,199 SH   SOLE   84,199 0 0
TELEFLEX INC COM 879369106 6,588 25,486 SH   SOLE   25,486 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 14,095 57,562 SH   SOLE   57,562 0 0
ULTA BEAUTY INC COM 90384S303 4,822 19,696 SH   SOLE   19,696 0 0
UNDER ARMOUR INC CL A 904311107 1,294 73,208 SH   SOLE   73,208 0 0
UNITEDHEALTH GROUP INC COM 91324P102 142,296 571,195 SH   SOLE   259,574 0 311,621
VAIL RESORTS INC COM 91879Q109 3,510 16,648 SH   SOLE   16,648 0 0
VERISK ANALYTICS INC COM 92345Y106 6,016 55,173 SH   SOLE   55,173 0 0
VISA INC COM CL A 92826C839 175,427 1,329,597 SH   SOLE   667,359 0 662,238
VULCAN MATLS CO COM 929160109 4,000 40,483 SH   SOLE   40,483 0 0
DISNEY WALT CO COM DISNEY 254687106 4,457 40,646 SH   SOLE   40,646 0 0
WORLDPAY INC CL A 981558109 16,853 220,501 SH   SOLE   220,501 0 0
ZOETIS INC CL A 98978V103 8,517 99,568 SH   SOLE   99,568 0 0