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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 5,324 90,038 SH   SOLE   90,038 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 77,122 154,206 SH   SOLE   140,811 0 13,395
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,805 171,034 SH   SOLE   171,034 0 0
ALPHABET INC CAP STK CL A 02079K305 98,979 56,474 SH   SOLE   51,436 0 5,038
AMAZON COM INC COM 023135106 284,486 87,348 SH   SOLE   57,045 0 30,303
AMETEK INC COM 031100100 5,882 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 7,375 56,395 SH   SOLE   56,395 0 0
APPLE INC COM 037833100 191,142 1,440,518 SH   SOLE   1,337,214 0 103,304
ASML HOLDING N V N Y REGISTRY SHS N07059210 29,270 60,014 SH   SOLE   60,014 0 0
ATLASSIAN CORP PLC CL A G06242104 26,341 112,629 SH   SOLE   112,629 0 0
AVANTOR INC COM 05352A100 6,275 222,919 SH   SOLE   222,919 0 0
BALL CORP COM 058498106 53,376 572,826 SH   SOLE   535,625 0 37,201
BRIGHT HORIZONS FAM SOL IN D COM 109194100 7,671 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 20,390 77,957 SH   SOLE   77,957 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 65,587 47,297 SH   SOLE   43,718 0 3,579
CINTAS CORP COM 172908105 9,143 25,868 SH   SOLE   25,868 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 2,850 57,199 SH   SOLE   57,199 0 0
COGNEX CORP COM 192422103 7,675 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,075 19,474 SH   SOLE   19,474 0 0
COSTAR GROUP INC COM 22160N109 14,989 16,217 SH   SOLE   16,217 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 43,187 271,292 SH   SOLE   244,002 0 27,290
DANAHER CORPORATION COM 235851102 124,278 559,459 SH   SOLE   242,880 0 316,579
DATADOG INC CL A COM 23804L103 1,533 15,576 SH   SOLE   15,576 0 0
DEXCOM INC COM 252131107 20,506 55,464 SH   SOLE   51,038 0 4,426
EDWARDS LIFESCIENCES CORP COM 28176E108 6,866 75,259 SH   SOLE   75,259 0 0
EXACT SCIENCES CORP COM 30063P105 5,199 39,238 SH   SOLE   39,238 0 0
FACEBOOK INC CL A 30303M102 203,141 743,671 SH   SOLE   396,554 0 347,117
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,499 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,517 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 2,833 56,422 SH   SOLE   56,422 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,482 15,830 SH   SOLE   15,830 0 0
GLOBAL PMTS INC COM 37940X102 9,485 44,029 SH   SOLE   44,029 0 0
GOODRX HLDGS INC COM CL A 38246G108 1,798 44,565 SH   SOLE   44,565 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,676 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,755 24,293 SH   SOLE   24,293 0 0
HEICO CORP NEW COM 422806109 6,422 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,495 67,365 SH   SOLE   67,365 0 0
IDEXX LABS INC COM 45168D104 13,898 27,804 SH   SOLE   27,804 0 0
INSULET CORP COM 45784P101 5,601 21,911 SH   SOLE   21,911 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 53,281 65,128 SH   SOLE   60,384 0 4,744
LAM RESEARCH CORP COM 512807108 57,314 121,359 SH   SOLE   110,791 0 10,568
LAUDER ESTEE COS INC CL A 518439104 17,550 65,931 SH   SOLE   46,444 0 19,487
LINDE PLC SHS G5494J103 13,450 51,042 SH   SOLE   51,042 0 0
LULULEMON ATHLETICA INC COM 550021109 57,382 164,878 SH   SOLE   156,033 0 8,845
LYFT INC CL A COM 55087P104 8,640 175,856 SH   SOLE   175,856 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,047 127,202 SH   SOLE   127,202 0 0
MASTERCARD INCORPORATED CL A 57636Q104 26,481 74,189 SH   SOLE   74,189 0 0
MCDONALDS CORP COM 580135101 15,617 72,781 SH   SOLE   72,781 0 0
MERCADOLIBRE INC COM 58733R102 1,246 744 SH   SOLE   744 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 14,839 13,020 SH   SOLE   13,020 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 7,364 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 254,433 1,143,931 SH   SOLE   734,472 0 409,459
MOODYS CORP COM 615369105 5,444 18,756 SH   SOLE   18,756 0 0
MSCI INC COM 55354G100 6,648 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 3,777 37,954 SH   SOLE   37,954 0 0
NIKE INC CL B 654106103 52,197 368,959 SH   SOLE   327,813 0 41,146
NOVANTA INC COM 67000B104 5,021 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 96,343 184,494 SH   SOLE   171,576 0 12,918
OKTA INC CL A 679295105 6,559 25,798 SH   SOLE   25,798 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 4,425 54,113 SH   SOLE   54,113 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,126 37,383 SH   SOLE   37,383 0 0
PAYPAL HLDGS INC COM 70450Y103 175,465 749,209 SH   SOLE   413,284 0 335,925
PTC INC COM 69370C100 7,422 62,052 SH   SOLE   62,052 0 0
REALPAGE INC COM 75606N109 7,412 84,965 SH   SOLE   84,965 0 0
REPLIGEN CORP COM 759916109 4,387 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 129,528 394,024 SH   SOLE   177,374 0 216,650
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,457 15,799 SH   SOLE   15,799 0 0
SEA LTD SPONSORD ADS 81141R100 41,481 208,393 SH   SOLE   208,393 0 0
SERVICENOW INC COM 81762P102 193,215 351,026 SH   SOLE   179,043 0 171,983
SHERWIN WILLIAMS CO COM 824348106 98,158 133,565 SH   SOLE   123,910 0 9,655
SHOPIFY INC CL A 82509L107 20,176 17,824 SH   SOLE   17,824 0 0
SNAP INC CL A 83304A106 57,996 1,158,304 SH   SOLE   1,081,222 0 77,082
SPOTIFY TECHNOLOGY S A SHS L8681T102 27,608 87,739 SH   SOLE   87,739 0 0
SQUARE INC CL A 852234103 103,174 474,060 SH   SOLE   448,696 0 25,364
STARBUCKS CORP COM 855244109 91,917 859,197 SH   SOLE   769,599 0 89,598
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,794 154,021 SH   SOLE   154,021 0 0
TELADOC HEALTH INC COM 87918A105 2,035 10,175 SH   SOLE   10,175 0 0
TELEFLEX INCORPORATED COM 879369106 1,728 4,199 SH   SOLE   4,199 0 0
TESLA INC COM 88160R101 39,841 56,458 SH   SOLE   52,330 0 4,128
TWILIO INC CL A 90138F102 31,133 91,972 SH   SOLE   91,972 0 0
UBER TECHNOLOGIES INC COM 90353T100 132,450 2,597,060 SH   SOLE   1,529,735 0 1,067,325
UNITED PARCEL SERVICE INC CL B 911312106 66,465 394,683 SH   SOLE   353,102 0 41,581
VERISK ANALYTICS INC COM 92345Y106 4,728 22,774 SH   SOLE   22,774 0 0
VISA INC COM CL A 92826C839 224,754 1,027,543 SH   SOLE   626,747 0 400,796
VULCAN MATLS CO COM 929160109 2,572 17,340 SH   SOLE   17,340 0 0
DISNEY WALT CO COM 254687106 199,770 1,102,604 SH   SOLE   532,789 0 569,815
WEX INC COM 96208T104 7,735 38,002 SH   SOLE   38,002 0 0
ZOETIS INC CL A 98978V103 15,642 94,515 SH   SOLE   94,515 0 0