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 3,508 12,285 SH   SOLE   12,285 0 0
ADOBE INC COM 00724F101 46,723 175,326 SH   SOLE   155,972 0 19,354
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 191,898 1,051,783 SH   SOLE   562,746 0 489,037
ALPHABET INC CAP STK CL A 02079K305 189,671 161,163 SH   SOLE   85,530 0 75,633
AMAZON COM INC COM 023135106 192,268 107,970 SH   SOLE   57,268 0 50,702
AMETEK INC NEW COM 031100100 7,176 86,491 SH   SOLE   86,491 0 0
APPLE INC COM 037833100 93,494 492,202 SH   SOLE   449,631 0 42,571
ASML HOLDING N V N Y REGISTRY SHS N07059210 14,336 76,234 SH   SOLE   76,234 0 0
ATLASSIAN CORP PLC CL A G06242104 13,915 123,810 SH   SOLE   123,810 0 0
BALL CORP COM 058498106 5,631 97,319 SH   SOLE   97,319 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 759 3,779 SH   SOLE   3,779 0 0
BOEING CO COM 097023105 59,970 157,227 SH   SOLE   139,160 0 18,067
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,514 53,174 SH   SOLE   53,174 0 0
BURLINGTON STORES INC COM 122017106 7,662 48,903 SH   SOLE   48,903 0 0
COGNEX CORP COM 192422103 5,278 103,768 SH   SOLE   103,768 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,746 27,069 SH   SOLE   27,069 0 0
COOPER COS INC COM NEW 216648402 5,436 18,355 SH   SOLE   18,355 0 0
COSTAR GROUP INC COM 22160N109 8,085 17,335 SH   SOLE   17,335 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 9,303 72,680 SH   SOLE   72,680 0 0
DANAHER CORPORATION COM 235851102 2,820 21,363 SH   SOLE   21,363 0 0
DOMINOS PIZZA INC COM 25754A201 15,864 61,463 SH   SOLE   61,463 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,503 140,414 SH   SOLE   140,414 0 0
LILLY ELI & CO COM 532457108 31,791 244,995 SH   SOLE   214,669 0 30,326
EXACT SCIENCES CORP COM 30063P105 2,305 26,614 SH   SOLE   26,614 0 0
FACEBOOK INC CL A 30303M102 170,412 1,022,330 SH   SOLE   544,197 0 478,133
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,127 51,040 SH   SOLE   51,040 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,076 24,639 SH   SOLE   24,639 0 0
FRONTDOOR INC COM 35905A109 1,372 39,863 SH   SOLE   39,863 0 0
GARTNER INC COM 366651107 6,060 39,951 SH   SOLE   39,951 0 0
GENESEE & WYO INC CL A 371559105 3,281 37,657 SH   SOLE   37,657 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,396 55,533 SH   SOLE   55,533 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 12,468 73,961 SH   SOLE   73,961 0 0
HARRIS CORP DEL COM 413875105 4,627 28,974 SH   SOLE   28,974 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,421 20,890 SH   SOLE   20,890 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,560 138,216 SH   SOLE   138,216 0 0
HEICO CORP NEW COM 422806109 4,128 43,510 SH   SOLE   43,510 0 0
IDEXX LABS INC COM 45168D104 4,268 19,088 SH   SOLE   19,088 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 23,884 313,680 SH   SOLE   278,508 0 35,172
INTERXION HOLDING N.V SHS N47279109 25,440 381,231 SH   SOLE   381,231 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 77,393 135,639 SH   SOLE   123,581 0 12,058
LAM RESEARCH CORP COM 512807108 5,354 29,909 SH   SOLE   29,909 0 0
LIVANOVA PLC SHS G5509L101 3,908 40,181 SH   SOLE   40,181 0 0
LOCKHEED MARTIN CORP COM 539830109 66,771 222,451 SH   SOLE   154,706 0 67,745
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,134 41,101 SH   SOLE   41,101 0 0
MARRIOTT INTL INC NEW CL A 571903202 48,473 387,501 SH   SOLE   349,410 0 38,091
MASTERCARD INC CL A 57636Q104 7,230 30,709 SH   SOLE   30,709 0 0
MCDONALDS CORP COM 580135101 50,970 268,407 SH   SOLE   242,793 0 25,614
MICROCHIP TECHNOLOGY INC COM 595017104 4,077 49,149 SH   SOLE   49,149 0 0
MICROSOFT CORP COM 594918104 76,911 652,121 SH   SOLE   596,129 0 55,992
MSCI INC COM 55354G100 1,600 8,048 SH   SOLE   8,048 0 0
NETFLIX INC COM 64110L106 45,962 128,904 SH   SOLE   114,817 0 14,087
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,091 92,636 SH   SOLE   92,636 0 0
NOVANTA INC COM 67000B104 4,022 47,464 SH   SOLE   47,464 0 0
NVIDIA CORP COM 67066G104 111,845 622,882 SH   SOLE   288,686 0 334,196
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 4,576 53,625 SH   SOLE   53,625 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,597 16,990 SH   SOLE   16,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,917 64,213 SH   SOLE   64,213 0 0
PAYPAL HLDGS INC COM 70450Y103 164,195 1,581,233 SH   SOLE   802,683 0 778,550
PTC INC COM 69370C100 7,024 76,204 SH   SOLE   76,204 0 0
QIAGEN NV SHS NEW N72482123 2,267 55,728 SH   SOLE   55,728 0 0
RAYTHEON CO COM NEW 755111507 5,956 32,712 SH   SOLE   32,712 0 0
REALPAGE INC COM 75606N109 5,167 85,139 SH   SOLE   85,139 0 0
RESMED INC COM 761152107 2,537 24,404 SH   SOLE   24,404 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 4,402 58,738 SH   SOLE   58,738 0 0
S&P GLOBAL INC COM 78409V104 59,943 284,697 SH   SOLE   253,834 0 30,863
SALESFORCE COM INC COM 79466L302 170,575 1,077,067 SH   SOLE   530,381 0 546,686
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,796 34,038 SH   SOLE   34,038 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,723 79,726 SH   SOLE   79,726 0 0
SERVICENOW INC COM 81762P102 5,188 21,047 SH   SOLE   21,047 0 0
SHERWIN WILLIAMS CO COM 824348106 152,284 353,565 SH   SOLE   152,543 0 201,022
SIGNATURE BK NEW YORK N Y COM 82669G104 3,587 28,010 SH   SOLE   28,010 0 0
SMITH A O CORP COM 831865209 5,447 102,151 SH   SOLE   102,151 0 0
SNAP INC CL A 83304A106 1,279 116,087 SH   SOLE   116,087 0 0
TELEFLEX INC COM 879369106 7,208 23,854 SH   SOLE   23,854 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 5,172 15,667 SH   SOLE   15,667 0 0
ULTA BEAUTY INC COM 90384S303 6,869 19,696 SH   SOLE   19,696 0 0
UNDER ARMOUR INC CL A 904311107 2,608 123,367 SH   SOLE   123,367 0 0
UNITEDHEALTH GROUP INC COM 91324P102 53,696 217,163 SH   SOLE   197,428 0 19,735
VAIL RESORTS INC COM 91879Q109 3,834 17,643 SH   SOLE   17,643 0 0
VERISK ANALYTICS INC COM 92345Y106 6,248 46,975 SH   SOLE   46,975 0 0
VISA INC COM CL A 92826C839 196,167 1,255,951 SH   SOLE   667,668 0 588,283
VULCAN MATLS CO COM 929160109 5,407 45,671 SH   SOLE   45,671 0 0
DISNEY WALT CO COM DISNEY 254687106 128,599 1,158,236 SH   SOLE   470,830 0 687,406
WORLDPAY INC CL A 981558109 20,909 184,223 SH   SOLE   184,223 0 0
ZOETIS INC CL A 98978V103 10,024 99,568 SH   SOLE   99,568 0 0