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
ADOBE INC COM 00724F101 151,342 347,666 SH   SOLE   155,864 0 191,802
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 38,485 178,420 SH   SOLE   178,420 0 0
ALPHABET INC CAP STK CL A 02079K305 79,870 56,324 SH   SOLE   51,286 0 5,038
AMAZON COM INC COM 023135106 244,655 88,681 SH   SOLE   57,309 0 31,372
AMETEK INC COM 031100100 6,344 70,986 SH   SOLE   70,986 0 0
AMPHENOL CORP NEW CL A 032095101 5,403 56,395 SH   SOLE   56,395 0 0
APPLE INC COM 037833100 130,553 357,875 SH   SOLE   332,049 0 25,826
ASML HOLDING N V N Y REGISTRY SHS N07059210 23,042 62,608 SH   SOLE   62,608 0 0
ATLASSIAN CORP PLC CL A G06242104 19,028 105,551 SH   SOLE   105,551 0 0
AVANTOR INC COM 05352A100 3,120 183,513 SH   SOLE   183,513 0 0
BALL CORP COM 058498106 41,951 603,704 SH   SOLE   566,503 0 37,201
BRIGHT HORIZONS FAM SOL IN D COM 109194100 8,371 71,429 SH   SOLE   71,429 0 0
BURLINGTON STORES INC COM 122017106 5,985 30,389 SH   SOLE   30,389 0 0
CENTENE CORP DEL COM 15135B101 3,824 60,177 SH   SOLE   60,177 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 50,084 47,592 SH   SOLE   44,013 0 3,579
CINTAS CORP COM 172908105 6,890 25,868 SH   SOLE   25,868 0 0
COGNEX CORP COM 192422103 5,709 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 5,524 19,474 SH   SOLE   19,474 0 0
COSTAR GROUP INC COM 22160N109 12,245 17,230 SH   SOLE   17,230 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 137,539 821,865 SH   SOLE   400,535 0 421,330
DANAHER CORPORATION COM 235851102 103,323 584,306 SH   SOLE   263,034 0 321,272
DEXCOM INC COM 252131107 5,342 13,176 SH   SOLE   13,176 0 0
DIGITAL RLTY TR INC COM 253868103 11,732 82,556 SH   SOLE   82,556 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,961 42,840 SH   SOLE   42,840 0 0
EXACT SCIENCES CORP COM 30063P105 6,644 76,416 SH   SOLE   76,416 0 0
FACEBOOK INC CL A 30303M102 166,833 734,721 SH   SOLE   377,975 0 356,746
FIDELITY NATL INFORMATION SV COM 31620M106 6,717 50,090 SH   SOLE   50,090 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,410 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,805 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 2,501 56,422 SH   SOLE   56,422 0 0
GLOBAL PMTS INC COM 37940X102 7,468 44,029 SH   SOLE   44,029 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,749 51,859 SH   SOLE   51,859 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 1,029 8,386 SH   SOLE   8,386 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,258 27,679 SH   SOLE   27,679 0 0
HEICO CORP NEW COM 422806109 4,834 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,108 55,927 SH   SOLE   55,927 0 0
IDEXX LABS INC COM 45168D104 9,180 27,804 SH   SOLE   27,804 0 0
INSULET CORP COM 45784P101 4,204 21,643 SH   SOLE   21,643 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 30,835 54,113 SH   SOLE   49,369 0 4,744
LAM RESEARCH CORP COM 512807108 39,196 121,177 SH   SOLE   110,609 0 10,568
LOCKHEED MARTIN CORP COM 539830109 41,543 113,841 SH   SOLE   101,518 0 12,323
LULULEMON ATHLETICA INC COM 550021109 66,975 214,657 SH   SOLE   205,812 0 8,845
LYFT INC CL A COM 55087P104 4,897 148,350 SH   SOLE   148,350 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,460 127,202 SH   SOLE   127,202 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,957 53,963 SH   SOLE   53,963 0 0
MCDONALDS CORP COM 580135101 23,047 124,936 SH   SOLE   124,936 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 11,333 14,069 SH   SOLE   14,069 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,615 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 238,410 1,171,489 SH   SOLE   745,222 0 426,267
MOODYS CORP COM 615369105 5,153 18,756 SH   SOLE   18,756 0 0
MSCI INC COM 55354G100 4,970 14,888 SH   SOLE   14,888 0 0
NETFLIX INC COM 64110L106 3,374 7,414 SH   SOLE   7,414 0 0
NIKE INC CL B 654106103 36,111 368,289 SH   SOLE   327,143 0 41,146
NOVANTA INC COM 67000B104 4,535 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 102,653 270,204 SH   SOLE   252,041 0 18,163
OKTA INC CL A 679295105 6,046 30,193 SH   SOLE   30,193 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 5,284 54,113 SH   SOLE   54,113 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,577 44,618 SH   SOLE   44,618 0 0
PAYPAL HLDGS INC COM 70450Y103 219,978 1,262,570 SH   SOLE   667,585 0 594,985
PTC INC COM 69370C100 4,827 62,052 SH   SOLE   62,052 0 0
REALPAGE INC COM 75606N109 5,524 84,965 SH   SOLE   84,965 0 0
REGENERON PHARMACEUTICALS COM 75886F107 63,439 101,722 SH   SOLE   90,685 0 11,037
REPLIGEN CORP COM 759916109 2,830 22,893 SH   SOLE   22,893 0 0
RINGCENTRAL INC CL A 76680R206 3,234 11,348 SH   SOLE   11,348 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 917 13,823 SH   SOLE   13,823 0 0
S&P GLOBAL INC COM 78409V104 143,337 435,041 SH   SOLE   203,119 0 231,922
SALESFORCE COM INC COM 79466L302 7,406 39,533 SH   SOLE   39,533 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,707 15,799 SH   SOLE   15,799 0 0
SEA LTD SPONSORED ADS 81141R100 1,704 15,893 SH   SOLE   15,893 0 0
SERVICENOW INC COM 81762P102 169,705 418,963 SH   SOLE   216,606 0 202,357
SHERWIN WILLIAMS CO COM 824348106 76,702 132,737 SH   SOLE   123,082 0 9,655
SHOPIFY INC CL A 82509L107 18,002 18,965 SH   SOLE   18,965 0 0
SNAP INC CL A 83304A106 17,586 748,665 SH   SOLE   748,665 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 34,899 135,166 SH   SOLE   135,166 0 0
SQUARE INC CL A 852234103 59,695 568,853 SH   SOLE   535,613 0 33,240
STARBUCKS CORP COM 855244109 50,426 685,224 SH   SOLE   620,911 0 64,313
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,467 149,154 SH   SOLE   149,154 0 0
TELEFLEX INCORPORATED COM 879369106 6,397 17,575 SH   SOLE   17,575 0 0
TESLA INC COM 88160R101 55,580 51,472 SH   SOLE   46,953 0 4,519
TWILIO INC CL A 90138F102 24,922 113,579 SH   SOLE   113,579 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,859 317,225 SH   SOLE   317,225 0 0
VERISK ANALYTICS INC COM 92345Y106 3,876 22,774 SH   SOLE   22,774 0 0
VISA INC COM CL A 92826C839 178,878 926,014 SH   SOLE   524,395 0 401,619
VULCAN MATLS CO COM 929160109 5,026 43,388 SH   SOLE   43,388 0 0
DISNEY WALT CO COM DISNEY 254687106 3,586 32,158 SH   SOLE   32,158 0 0
WEX INC COM 96208T104 5,816 35,248 SH   SOLE   35,248 0 0
ZOETIS INC CL A 98978V103 8,987 65,579 SH   SOLE   65,579 0 0