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
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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
ADOBE INC COM 00724F101 127,081 385,316 SH   SOLE   156,519 0 228,797
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 35,285 166,358 SH   SOLE   166,358 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,817 10,096 SH   SOLE   10,096 0 0
ALPHABET INC CAP STK CL A 02079K305 52,330 39,070 SH   SOLE   36,002 0 3,068
AMAZON COM INC COM 023135106 176,918 95,743 SH   SOLE   55,448 0 40,295
AMETEK INC NEW COM 031100100 8,627 86,491 SH   SOLE   86,491 0 0
APPLE INC COM 037833100 117,115 398,825 SH   SOLE   371,840 0 26,985
ASML HOLDING N V N Y REGISTRY SHS N07059210 21,312 72,013 SH   SOLE   72,013 0 0
AT&T INC COM 00206R102 14,941 382,306 SH   SOLE   382,306 0 0
ATLASSIAN CORP PLC CL A G06242104 10,178 84,579 SH   SOLE   84,579 0 0
AVANTOR INC COM 05352A100 1,473 81,165 SH   SOLE   81,165 0 0
BALL CORP COM 058498106 21,328 329,803 SH   SOLE   329,803 0 0
BOEING CO COM 097023105 115,959 355,965 SH   SOLE   146,916 0 209,049
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,412 9,394 SH   SOLE   9,394 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,860 39,343 SH   SOLE   39,343 0 0
BURLINGTON STORES INC COM 122017106 9,549 41,876 SH   SOLE   41,876 0 0
COGNEX CORP COM 192422103 6,128 109,346 SH   SOLE   109,346 0 0
COOPER COS INC COM NEW 216648402 6,257 19,474 SH   SOLE   19,474 0 0
COSTAR GROUP INC COM 22160N109 7,892 13,191 SH   SOLE   13,191 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 128,667 905,152 SH   SOLE   408,384 0 496,768
DANAHER CORPORATION COM 235851102 43,777 285,232 SH   SOLE   261,827 0 23,405
DEXCOM INC COM 252131107 2,009 9,183 SH   SOLE   9,183 0 0
ELECTRONIC ARTS INC COM 285512109 3,050 28,372 SH   SOLE   28,372 0 0
EXACT SCIENCES CORP COM 30063P105 3,053 33,016 SH   SOLE   33,016 0 0
FACEBOOK INC CL A 30303M102 192,785 939,268 SH   SOLE   524,155 0 415,113
FIDELITY NATL INFORMATION SV COM 31620M106 19,241 138,338 SH   SOLE   138,338 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,995 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,472 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 2,676 56,422 SH   SOLE   56,422 0 0
GARTNER INC COM 366651107 7,071 45,884 SH   SOLE   45,884 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,331 57,671 SH   SOLE   57,671 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 1,777 16,991 SH   SOLE   16,991 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,864 29,415 SH   SOLE   29,415 0 0
HEICO CORP NEW COM 422806109 4,967 43,510 SH   SOLE   43,510 0 0
IDEXX LABS INC COM 45168D104 4,984 19,088 SH   SOLE   19,088 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 27,817 300,566 SH   SOLE   276,240 0 24,326
INTERXION HOLDING N.V SHS N47279109 20,615 245,975 SH   SOLE   245,975 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 48,327 81,751 SH   SOLE   76,924 0 4,827
L3HARRIS TECHNOLOGIES INC COM 502431109 6,607 33,391 SH   SOLE   33,391 0 0
LAM RESEARCH CORP COM 512807108 8,745 29,909 SH   SOLE   29,909 0 0
LIVANOVA PLC SHS G5509L101 3,291 43,627 SH   SOLE   43,627 0 0
LOCKHEED MARTIN CORP COM 539830109 64,264 165,043 SH   SOLE   154,512 0 10,531
LYFT INC CL A COM 55087P104 1,267 29,451 SH   SOLE   29,451 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,164 50,847 SH   SOLE   50,847 0 0
MARRIOTT INTL INC NEW CL A 571903202 56,632 373,983 SH   SOLE   347,857 0 26,126
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,842 107,014 SH   SOLE   107,014 0 0
MCDONALDS CORP COM 580135101 49,624 251,123 SH   SOLE   236,116 0 15,007
MICROCHIP TECHNOLOGY INC COM 595017104 7,715 73,674 SH   SOLE   73,674 0 0
MICROSOFT CORP COM 594918104 124,779 791,246 SH   SOLE   742,554 0 48,692
MSCI INC COM 55354G100 2,078 8,048 SH   SOLE   8,048 0 0
NIKE INC CL B 654106103 43,012 424,561 SH   SOLE   389,400 0 35,161
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,181 71,572 SH   SOLE   71,572 0 0
NOVANTA INC COM 67000B104 5,105 57,727 SH   SOLE   57,727 0 0
NVIDIA CORP COM 67066G104 68,528 291,236 SH   SOLE   272,289 0 18,947
NXP SEMICONDUCTORS N V COM N6596X109 14,160 111,269 SH   SOLE   111,269 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 9,534 145,979 SH   SOLE   145,979 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,446 16,990 SH   SOLE   16,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,691 49,513 SH   SOLE   49,513 0 0
PAYPAL HLDGS INC COM 70450Y103 148,637 1,374,107 SH   SOLE   676,718 0 697,389
PTC INC COM 69370C100 4,647 62,052 SH   SOLE   62,052 0 0
REALPAGE INC COM 75606N109 5,750 106,980 SH   SOLE   106,980 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 2,726 31,119 SH   SOLE   31,119 0 0
S&P GLOBAL INC COM 78409V104 154,910 567,332 SH   SOLE   277,572 0 289,760
SALESFORCE COM INC COM 79466L302 160,592 987,410 SH   SOLE   502,332 0 485,078
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,311 26,187 SH   SOLE   26,187 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,730 122,349 SH   SOLE   122,349 0 0
SERVICENOW INC COM 81762P102 21,857 77,421 SH   SOLE   65,659 0 11,762
SHERWIN WILLIAMS CO COM 824348106 81,501 139,666 SH   SOLE   130,134 0 9,532
SIGNATURE BK NEW YORK N Y COM 82669G104 4,879 35,713 SH   SOLE   35,713 0 0
SMITH A O CORP COM 831865209 5,306 111,380 SH   SOLE   111,380 0 0
SNAP INC CL A 83304A106 22,388 1,370,971 SH   SOLE   1,370,971 0 0
SQUARE INC CL A 852234103 2,940 46,993 SH   SOLE   46,993 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,827 23,091 SH   SOLE   23,091 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,894 51,061 SH   SOLE   51,061 0 0
TELEFLEX INC COM 879369106 8,980 23,854 SH   SOLE   23,854 0 0
TEXAS INSTRS INC COM 882508104 97,172 757,444 SH   SOLE   297,531 0 459,913
TJX COS INC NEW COM 872540109 8,230 134,791 SH   SOLE   134,791 0 0
TWILIO INC CL A 90138F102 12,640 128,609 SH   SOLE   128,609 0 0
UNDER ARMOUR INC CL A 904311107 1,332 61,683 SH   SOLE   61,683 0 0
UNITEDHEALTH GROUP INC COM 91324P102 45,114 153,461 SH   SOLE   141,114 0 12,347
VAIL RESORTS INC COM 91879Q109 4,231 17,643 SH   SOLE   17,643 0 0
VERISK ANALYTICS INC COM 92345Y106 5,777 38,685 SH   SOLE   38,685 0 0
VISA INC COM CL A 92826C839 213,458 1,136,017 SH   SOLE   652,696 0 483,321
VULCAN MATLS CO COM 929160109 6,576 45,671 SH   SOLE   45,671 0 0
WEX INC COM 96208T104 6,106 29,151 SH   SOLE   29,151 0 0
ZOETIS INC CL A 98978V103 8,679 65,579 SH   SOLE   65,579 0 0