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 4,297 106,723 SH   SOLE   106,723 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 62,879 132,273 SH   SOLE   117,351 0 14,922
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,642 201,305 SH   SOLE   201,305 0 0
ALPHABET INC CAP STK CL A 02079K305 124,376 60,303 SH   SOLE   53,594 0 6,709
AMAZON COM INC COM 023135106 291,159 94,102 SH   SOLE   60,906 0 33,196
AMERICAN EXPRESS CO COM 025816109 78,162 552,614 SH   SOLE   502,089 0 50,525
AMETEK INC COM 031100100 6,212 48,635 SH   SOLE   48,635 0 0
AMPHENOL CORP NEW CL A 032095101 7,441 112,790 SH   SOLE   112,790 0 0
APPLE INC COM 037833100 115,863 948,534 SH   SOLE   867,495 0 81,039
ASML HOLDING N V N Y REGISTRY SHS N07059210 43,830 70,996 SH   SOLE   70,996 0 0
ATLASSIAN CORP PLC CL A G06242104 23,753 112,700 SH   SOLE   112,700 0 0
AVANTOR INC COM 05352A100 6,449 222,919 SH   SOLE   222,919 0 0
AXON ENTERPRISE INC COM 05464C101 3,891 27,318 SH   SOLE   27,318 0 0
BALL CORP COM 058498106 46,279 546,127 SH   SOLE   508,926 0 37,201
BOOKING HOLDINGS INC COM 09857L108 11,169 4,794 SH   SOLE   4,794 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 7,603 44,346 SH   SOLE   44,346 0 0
BURLINGTON STORES INC COM 122017106 22,530 75,400 SH   SOLE   75,400 0 0
CANADIAN PAC RY LTD COM 13645T100 77,274 203,734 SH   SOLE   184,170 0 19,564
CHIPOTLE MEXICAN GRILL INC COM 169656105 60,599 42,651 SH   SOLE   38,773 0 3,878
CINTAS CORP COM 172908105 7,572 22,184 SH   SOLE   22,184 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 2,920 55,989 SH   SOLE   55,989 0 0
COGNEX CORP COM 192422103 7,934 95,603 SH   SOLE   95,603 0 0
COOPER COS INC COM NEW 216648402 7,068 18,402 SH   SOLE   18,402 0 0
COSTAR GROUP INC COM 22160N109 13,329 16,217 SH   SOLE   16,217 0 0
DANAHER CORPORATION COM 235851102 124,285 552,183 SH   SOLE   226,159 0 326,024
DATADOG INC CL A COM 23804L103 3,014 36,162 SH   SOLE   36,162 0 0
DEXCOM INC COM 252131107 7,011 19,509 SH   SOLE   19,509 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,295 75,259 SH   SOLE   75,259 0 0
EXACT SCIENCES CORP COM 30063P105 5,770 43,786 SH   SOLE   43,786 0 0
FACEBOOK INC CL A 30303M102 223,453 758,677 SH   SOLE   402,462 0 356,215
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,511 51,040 SH   SOLE   51,040 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,645 48,648 SH   SOLE   48,648 0 0
FRONTDOOR INC COM 35905A109 3,647 67,857 SH   SOLE   67,857 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,505 18,564 SH   SOLE   18,564 0 0
GLOBAL PMTS INC COM 37940X102 8,875 44,029 SH   SOLE   44,029 0 0
GOODRX HLDGS INC COM CL A 38246G108 2,712 69,508 SH   SOLE   69,508 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,270 51,859 SH   SOLE   51,859 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,887 24,293 SH   SOLE   24,293 0 0
HEICO CORP NEW COM 422806109 6,102 48,506 SH   SOLE   48,506 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,146 67,365 SH   SOLE   67,365 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 3,694 40,140 SH   SOLE   40,140 0 0
IDEXX LABS INC COM 45168D104 7,261 14,839 SH   SOLE   14,839 0 0
INSULET CORP COM 45784P101 7,806 29,918 SH   SOLE   29,918 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 40,688 55,063 SH   SOLE   50,319 0 4,744
LAM RESEARCH CORP COM 512807108 72,476 121,759 SH   SOLE   108,448 0 13,311
LAUDER ESTEE COS INC CL A 518439104 20,312 69,836 SH   SOLE   46,444 0 23,392
LULULEMON ATHLETICA INC COM 550021109 49,472 161,298 SH   SOLE   152,453 0 8,845
LYFT INC CL A COM 55087P104 21,845 345,757 SH   SOLE   345,757 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,678 156,766 SH   SOLE   156,766 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,124 62,137 SH   SOLE   62,137 0 0
MERCADOLIBRE INC COM 58733R102 1,477 1,003 SH   SOLE   1,003 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,880 3,357 SH   SOLE   3,357 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,277 53,322 SH   SOLE   53,322 0 0
MICROSOFT CORP COM 594918104 281,575 1,194,280 SH   SOLE   750,957 0 443,323
MSCI INC COM 55354G100 6,242 14,888 SH   SOLE   14,888 0 0
NATERA INC COM 632307104 3,854 37,954 SH   SOLE   37,954 0 0
NIKE INC CL B 654106103 50,420 379,414 SH   SOLE   327,813 0 51,601
NOVANTA INC COM 67000B104 5,601 42,470 SH   SOLE   42,470 0 0
NVIDIA CORPORATION COM 67066G104 98,527 184,532 SH   SOLE   167,253 0 17,279
OKTA INC CL A 679295105 5,725 25,974 SH   SOLE   25,974 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 4,708 54,113 SH   SOLE   54,113 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,527 32,989 SH   SOLE   32,989 0 0
PAYPAL HLDGS INC COM 70450Y103 170,352 701,500 SH   SOLE   346,008 0 355,492
PLANET FITNESS INC CL A 72703H101 3,523 45,573 SH   SOLE   45,573 0 0
PTC INC COM 69370C100 8,541 62,052 SH   SOLE   62,052 0 0
REPLIGEN CORP COM 759916109 4,451 22,893 SH   SOLE   22,893 0 0
S&P GLOBAL INC COM 78409V104 9,668 27,397 SH   SOLE   27,397 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,385 15,799 SH   SOLE   15,799 0 0
SEA LTD SPONSORD ADS 81141R100 60,872 272,688 SH   SOLE   262,556 0 10,132
SERVICENOW INC COM 81762P102 165,958 331,843 SH   SOLE   179,223 0 152,620
SHERWIN WILLIAMS CO COM 824348106 99,735 135,140 SH   SOLE   123,962 0 11,178
SHOPIFY INC CL A 82509L107 29,080 26,281 SH   SOLE   26,281 0 0
SNAP INC CL A 83304A106 44,639 853,685 SH   SOLE   776,603 0 77,082
SPIRIT AIRLS INC COM 848577102 7,137 193,427 SH   SOLE   193,427 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 23,630 88,187 SH   SOLE   88,187 0 0
SQUARE INC CL A 852234103 76,577 337,271 SH   SOLE   313,080 0 24,191
STARBUCKS CORP COM 855244109 137,068 1,254,395 SH   SOLE   773,420 0 480,975
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 128,561 1,086,917 SH   SOLE   590,693 0 496,224
TELADOC HEALTH INC COM 87918A105 3,057 16,822 SH   SOLE   16,822 0 0
TESLA INC COM 88160R101 4,006 5,998 SH   SOLE   5,998 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,535 14,319 SH   SOLE   0 0 14,319
TWILIO INC CL A 90138F102 38,246 112,237 SH   SOLE   112,237 0 0
TWITTER INC COM 90184L102 6,493 102,038 SH   SOLE   102,038 0 0
UBER TECHNOLOGIES INC COM 90353T100 17,761 325,833 SH   SOLE   325,833 0 0
UNITED PARCEL SERVICE INC CL B 911312106 60,140 353,783 SH   SOLE   303,426 0 50,357
VISA INC COM CL A 92826C839 213,864 1,010,078 SH   SOLE   601,389 0 408,689
VULCAN MATLS CO COM 929160109 2,926 17,340 SH   SOLE   17,340 0 0
DISNEY WALT CO COM 254687106 263,233 1,426,585 SH   SOLE   829,898 0 596,687
WEX INC COM 96208T104 9,885 47,247 SH   SOLE   47,247 0 0
WIX COM LTD SHS M98068105 1,342 4,807 SH   SOLE   4,807 0 0
ZOETIS INC CL A 98978V103 9,975 63,343 SH   SOLE   63,343 0 0