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
APPLE INC Ordinary Shares 037833100 58,353 412,391 SH   SOLE   412,391 0 0
AIRBNB INC CL A Ordinary Shares 009066101 2,513 14,983 SH   SOLE   14,983 0 0
ADOBE INC Ordinary Shares 00724F101 7,526 13,073 SH   SOLE   13,073 0 0
AUTODESK INC Ordinary Shares 052769106 1,522 5,336 SH   SOLE   5,336 0 0
AFLAC INC Ordinary Shares 001055102 862 16,538 SH   SOLE   16,538 0 0
ALIGN TECHNOLOGY INC Ordinary Shares 016255101 1,377 2,070 SH   SOLE   2,070 0 0
ALARM COM HOLDINGS INC Ordinary Shares 011642105 19,050 243,643 SH   SOLE   243,643 0 0
AMGEN INC Ordinary Shares 031162100 3,005 14,129 SH   SOLE   14,129 0 0
AMERICAN TOWER CORP Ordinary Shares 03027X100 15,187 57,220 SH   SOLE   57,220 0 0
AMAZON COM INC Ordinary Shares 023135106 79,544 24,214 SH   SOLE   24,214 0 0
ANSYS INC Ordinary Shares 03662Q105 2,724 8,000 SH   SOLE   8,000 0 0
ACTIVISION BLIZZARD INC Ordinary Shares 00507V109 1,475 19,054 SH   SOLE   19,054 0 0
BROADCOM INC Ordinary Shares 11135F101 5,034 10,380 SH   SOLE   10,380 0 0
AVALARA INC Ordinary Shares 05338G106 15,555 89,000 SH   SOLE   89,000 0 0
AXON ENTERPRISE INC Ordinary Shares 05464C101 50,799 290,246 SH   SOLE   290,246 0 0
BECTON DICKINSON AND CO Ordinary Shares 075887109 1,818 7,395 SH   SOLE   7,395 0 0
BIOGEN, INC Ordinary Shares 09062X103 1,096 3,874 SH   SOLE   3,874 0 0
BOOKING HOLDINGS INC Ordinary Shares 09857L108 2,419 1,019 SH   SOLE   1,019 0 0
BRISTOL MYERS SQUIBB CO Ordinary Shares 110122108 3,299 55,760 SH   SOLE   55,760 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC Ordinary Shares 11133T103 9,165 55,000 SH   SOLE   55,000 0 0
BERKSHIRE HATHAWAY INC CL B Ordinary Shares 084670702 15,300 56,058 SH   SOLE   56,058 0 0
BROWN & BROWN INC Ordinary Shares 115236101 11,090 200,000 SH   SOLE   200,000 0 0
CROWN CASTLE INTL CORP Ordinary Shares 22822V101 1,960 11,308 SH   SOLE   11,308 0 0
CARDLYTICS INC Ordinary Shares 14161W105 17,777 211,787 SH   SOLE   211,787 0 0
CADENCE DESIGN SYS INC Ordinary Shares 127387108 1,096 7,239 SH   SOLE   7,239 0 0
COGNEX CORP Ordinary Shares 192422103 6,017 75,000 SH   SOLE   75,000 0 0
COMCAST CORP CLASS A Ordinary Shares 20030N101 13,144 235,000 SH   SOLE   235,000 0 0
CME GROUP INC Ordinary Shares 12572Q105 1,658 8,574 SH   SOLE   8,574 0 0
CHIPOTLE MEXICAN GRILL INC Ordinary Shares 169656105 1,300 715 SH   SOLE   715 0 0
COOPER COS INC Ordinary Shares 216648402 14,631 35,400 SH   SOLE   35,400 0 0
COSTCO WHSL CORP Ordinary Shares 22160K105 15,264 33,970 SH   SOLE   33,970 0 0
SALESFORCE COM INC Ordinary Shares 79466L302 6,279 23,150 SH   SOLE   23,150 0 0
CROWDSTRIKE HOLDINGS INC A Ordinary Shares 22788C105 1,484 6,037 SH   SOLE   6,037 0 0
COSTAR GROUP INC Ordinary Shares 22160N109 877 10,190 SH   SOLE   10,190 0 0
CINTAS CORP Ordinary Shares 172908105 991 2,604 SH   SOLE   2,604 0 0
COGNIZANT TECH SOLUTIONS CL A Ordinary Shares 192446102 970 13,075 SH   SOLE   13,075 0 0
CVS HEALTH CORP Ordinary Shares 126650100 2,723 32,089 SH   SOLE   32,089 0 0
DATADOG INCCLASS A Ordinary Shares 23804L103 1,097 7,761 SH   SOLE   7,761 0 0
DISCOVER FINL SVCS Ordinary Shares 254709108 876 7,133 SH   SOLE   7,133 0 0
WALT DISNEY CO THE Ordinary Shares 254687106 7,956 47,027 SH   SOLE   47,027 0 0
DOCUSIGN INC Ordinary Shares 256163106 1,323 5,139 SH   SOLE   5,139 0 0
DEXCOM INC Ordinary Shares 252131107 1,345 2,460 SH   SOLE   2,460 0 0
ELECTRONIC ARTS INC Ordinary Shares 285512109 932 6,554 SH   SOLE   6,554 0 0
E BAY INC Ordinary Shares 278642103 1,141 16,383 SH   SOLE   16,383 0 0
ECOLAB INC Ordinary Shares 278865100 1,518 7,278 SH   SOLE   7,278 0 0
EPAM SYSTEMS INC Ordinary Shares 29414B104 844 1,480 SH   SOLE   1,480 0 0
EQUINIX INC Ordinary Shares 29444U700 17,670 22,363 SH   SOLE   22,363 0 0
EVERBRIDGE INC Ordinary Shares 29978A104 35,871 237,496 SH   SOLE   237,496 0 0
FASTENAL CO Ordinary Shares 311900104 22,786 441,500 SH   SOLE   441,500 0 0
FACEBOOK INC CLASS A Ordinary Shares 30303M102 24,854 73,232 SH   SOLE   73,232 0 0
FED EX CORP Ordinary Shares 31428X106 1,642 7,488 SH   SOLE   7,488 0 0
FOX FACTORY HOLDING CORP Ordinary Shares 35138V102 6,110 42,275 SH   SOLE   42,275 0 0
FRONTDOOR INC Ordinary Shares 35905A109 2,204 52,610 SH   SOLE   52,610 0 0
FORTINET INC Ordinary Shares 34959E109 1,204 4,124 SH   SOLE   4,124 0 0
GILEAD SCIENCES INC Ordinary Shares 375558103 2,178 31,179 SH   SOLE   31,179 0 0
GLOBUS MED INCA Ordinary Shares 379577208 6,191 80,801 SH   SOLE   80,801 0 0
GENTEX CORP Ordinary Shares 371901109 9,894 300,000 SH   SOLE   300,000 0 0
ALPHABET INC CL C Ordinary Shares 02079K107 69,682 26,144 SH   SOLE   26,144 0 0
GOOSEHEAD INSURANCE INC A Ordinary Shares 38267D109 7,987 52,446 SH   SOLE   52,446 0 0
GXO LOGISTICS INCORPORATED COMMON Ordinary Shares 36262G101 7,844 100,000 SH   SOLE   100,000 0 0
HCA HEALTHCARE INC Ordinary Shares 40412C101 1,961 8,080 SH   SOLE   8,080 0 0
HOME DEPOT INC Ordinary Shares 437076102 8,552 26,053 SH   SOLE   26,053 0 0
HOWARD HUGHES CORP Ordinary Shares 44267D107 5,038 57,375 SH   SOLE   57,375 0 0
HEALTHEQUITY INC Ordinary Shares 42226A107 11,930 184,218 SH   SOLE   184,218 0 0
HESKA CORP Ordinary Shares 42805E306 16,587 64,158 SH   SOLE   64,158 0 0
INTERCONTINENTAL EXCHANGE IN Ordinary Shares 45866F104 1,621 14,117 SH   SOLE   14,117 0 0
IDEXX LABS INC Ordinary Shares 45168D104 1,373 2,208 SH   SOLE   2,208 0 0
ILLUMINA INC Ordinary Shares 452327109 1,568 3,865 SH   SOLE   3,865 0 0
INTEL CORP Ordinary Shares 458140100 5,328 99,991 SH   SOLE   99,991 0 0
INTUIT INC Ordinary Shares 461202103 3,710 6,877 SH   SOLE   6,877 0 0
IPG PHOTONICS CORP Ordinary Shares 44980X109 7,841 49,500 SH   SOLE   49,500 0 0
INTUITIVE SURGICAL INC Ordinary Shares 46120E602 2,969 2,986 SH   SOLE   2,986 0 0
JOHN BEAN TECHNOLOGIES CORP Ordinary Shares 477839104 5,615 39,948 SH   SOLE   39,948 0 0
JONES LANG LASALLE INC Ordinary Shares 48020Q107 32,167 129,658 SH   SOLE   129,658 0 0
KINDER MORGAN INC Ordinary Shares 49456B101 883 52,766 SH   SOLE   52,766 0 0
NLIGHT INC Ordinary Shares 65487K100 4,674 165,812 SH   SOLE   165,812 0 0
LCI INDUSTRIES Ordinary Shares 50189K103 8,807 65,414 SH   SOLE   65,414 0 0
LAM RESEARCH CORP Ordinary Shares 512807108 2,069 3,635 SH   SOLE   3,635 0 0
LANDSTAR SYS INC Ordinary Shares 515098101 4,188 26,535 SH   SOLE   26,535 0 0
MASTERCARD INC Ordinary Shares 57636Q104 38,119 109,637 SH   SOLE   109,637 0 0
MARRIOTT INTL INC Ordinary Shares 571903202 1,151 7,770 SH   SOLE   7,770 0 0
MERCADOLIBRE INC Ordinary Shares 58733R102 24,162 14,387 SH   SOLE   14,387 0 0
MARKEL CORP Ordinary Shares 570535104 10,637 8,900 SH   SOLE   8,900 0 0
MESA LABS INC Ordinary Shares 59064R109 4,237 14,012 SH   SOLE   14,012 0 0
3M CO Ordinary Shares 88579Y101 2,534 14,448 SH   SOLE   14,448 0 0
MONSTER BEVERAGE CORP Ordinary Shares 61174X109 1,215 13,676 SH   SOLE   13,676 0 0
MODERNA INC Ordinary Shares 60770K107 4,260 11,068 SH   SOLE   11,068 0 0
MICROSOFT CORP Ordinary Shares 594918104 54,079 191,823 SH   SOLE   191,823 0 0
MATCH GROUP INC NEW Ordinary Shares 57667L107 1,064 6,779 SH   SOLE   6,779 0 0
NEXTERA ENERGY INC Ordinary Shares 65339F101 3,973 50,604 SH   SOLE   50,604 0 0
CLOUDFLARE INC CLASS A Ordinary Shares 18915M107 993 8,813 SH   SOLE   8,813 0 0
NETFLIX COM INC Ordinary Shares 64110L106 6,316 10,348 SH   SOLE   10,348 0 0
NIKE INC Ordinary Shares 654106103 6,029 41,512 SH   SOLE   41,512 0 0
NEWMARK GROUP INC Ordinary Shares 65158N102 6,207 433,783 SH   SOLE   433,783 0 0
SERVICENOW INC Ordinary Shares 81762P102 3,187 5,122 SH   SOLE   5,122 0 0
NVIDIA CORP Ordinary Shares 67066G104 13,023 62,865 SH   SOLE   62,865 0 0
OKTA INC Ordinary Shares 679295105 974 4,102 SH   SOLE   4,102 0 0
PALO ALTO NETWORKS INC Ordinary Shares 697435105 1,156 2,413 SH   SOLE   2,413 0 0
PAYCOM SOFTWARE INC Ordinary Shares 70432V102 29,448 59,400 SH   SOLE   59,400 0 0
PAYLOCITY HOLDING CORP Ordinary Shares 70438V106 20,717 73,884 SH   SOLE   73,884 0 0
PENUMBRA INC Ordinary Shares 70975L107 7,169 26,901 SH   SOLE   26,901 0 0
PING IDENTITY HOLDING CORP Ordinary Shares 72341T103 5,489 223,390 SH   SOLE   223,390 0 0
PTC THERAPEUTICS INC Ordinary Shares 69366J200 5,609 150,751 SH   SOLE   150,751 0 0
PAYPAL HOLDINGS INC Ordinary Shares 70450Y103 30,734 118,111 SH   SOLE   118,111 0 0
Q2 HOLDINGS INC Ordinary Shares 74736L109 5,308 66,238 SH   SOLE   66,238 0 0
ULTRAGENYX PHARMACEUTICAL IN Ordinary Shares 90400D108 12,118 134,357 SH   SOLE   134,357 0 0
ROBLOX CORP CL A Ordinary Shares 771049103 1,122 14,852 SH   SOLE   14,852 0 0
RESMED INC Ordinary Shares 761152107 22,756 86,344 SH   SOLE   86,344 0 0
ROKU INC Ordinary Shares 77543R102 1,075 3,432 SH   SOLE   3,432 0 0
ROPER TECHNOLOGIES INC COM Ordinary Shares 776696106 1,184 2,653 SH   SOLE   2,653 0 0
SBA COMMUNICATIONS CORP Ordinary Shares 78410G104 26,611 80,500 SH   SOLE   80,500 0 0
STARBUCKS CORP Ordinary Shares 855244109 20,356 184,537 SH   SOLE   184,537 0 0
SCHWAB CHARLES CORP Ordinary Shares 808513105 3,151 43,255 SH   SOLE   43,255 0 0
SCHRODINGER INC Ordinary Shares 80810D103 2,117 38,724 SH   SOLE   38,724 0 0
SHERWIN WILLIAMS CO Ordinary Shares 824348106 1,887 6,746 SH   SOLE   6,746 0 0
SVB FINL GROUP Ordinary Shares 78486Q101 12,486 19,302 SH   SOLE   19,302 0 0
SMARTSHEET INC CLASS A Ordinary Shares 83200N103 5,356 77,824 SH   SOLE   77,824 0 0
SNOWFLAKE INC CL A Ordinary Shares 833445109 2,358 7,797 SH   SOLE   7,797 0 0
SYNOPSYS INC Ordinary Shares 871607107 1,201 4,011 SH   SOLE   4,011 0 0
S P GLOBAL INC Ordinary Shares 78409V104 2,630 6,191 SH   SOLE   6,191 0 0
SPLUNK INC Ordinary Shares 848637104 17,365 120,000 SH   SOLE   120,000 0 0
SQUARE INC A Ordinary Shares 852234103 2,895 12,070 SH   SOLE   12,070 0 0
STAG INDUSTRIAL INC Ordinary Shares 85254J102 3,816 97,216 SH   SOLE   97,216 0 0
TRANSDIGM GROUP INC Ordinary Shares 893641100 838 1,342 SH   SOLE   1,342 0 0
TELADOC INC Ordinary Shares 87918A105 8,877 70,000 SH   SOLE   70,000 0 0
THOR INDUSTRIES INC Ordinary Shares 885160101 8,900 72,500 SH   SOLE   72,500 0 0
T MOBILE US INC Ordinary Shares 872590104 3,907 30,579 SH   SOLE   30,579 0 0
TREX COMPANY INC Ordinary Shares 89531P105 4,592 45,048 SH   SOLE   45,048 0 0
TRACTOR SUPPLY COMPANY Ordinary Shares 892356106 5,025 24,800 SH   SOLE   24,800 0 0
TESLA INC Ordinary Shares 88160R101 17,843 23,009 SH   SOLE   23,009 0 0
TWILIO INC A Ordinary Shares 90138F102 1,514 4,745 SH   SOLE   4,745 0 0
TWITTER INC Ordinary Shares 90184L102 1,216 20,142 SH   SOLE   20,142 0 0
TEXAS INSTRUMENTS INC Ordinary Shares 882508104 4,398 22,883 SH   SOLE   22,883 0 0
TYLER TECHNOLOGIES INC Ordinary Shares 902252105 13,026 28,400 SH   SOLE   28,400 0 0
UNITY SOFTWARE INC Ordinary Shares 91332U101 897 7,104 SH   SOLE   7,104 0 0
UBER TECHNOLOGIES INC Ordinary Shares 90353T100 1,898 42,377 SH   SOLE   42,377 0 0
UNITEDHEALTH GROUP INC Ordinary Shares 91324P102 9,498 24,309 SH   SOLE   24,309 0 0
UNION PACIFIC CORP Ordinary Shares 907818108 3,146 16,050 SH   SOLE   16,050 0 0
UPLAND SOFTWARE INC Ordinary Shares 91544A109 3,625 108,394 SH   SOLE   108,394 0 0
VISA INC CLASS A SHARES Ordinary Shares 92826C839 11,499 51,621 SH   SOLE   51,621 0 0
VEEVA SYSTEMS INC CLASS A Ordinary Shares 922475108 1,116 3,874 SH   SOLE   3,874 0 0
VMWARE INC CL A Ordinary Shares 928563402 1,450 9,749 SH   SOLE   9,749 0 0
VERTEX PHARMACEUTICALS INC Ordinary Shares 92532F100 1,186 6,537 SH   SOLE   6,537 0 0
WORKDAY INC Ordinary Shares 98138H101 1,600 6,404 SH   SOLE   6,404 0 0
WASTE MANAGEMENT INC Ordinary Shares 94106L109 1,579 10,575 SH   SOLE   10,575 0 0
WATSCO INC Ordinary Shares 942622200 48,377 182,816 SH   SOLE   182,816 0 0
XILINX INC Ordinary Shares 983919101 915 6,061 SH   SOLE   6,061 0 0
XPO LOGISTICS INC Ordinary Shares 983793100 7,958 100,000 SH   SOLE   100,000 0 0
YUM CHINA HOLDINGS INC Ordinary Shares 98850P109 9,341 160,751 SH   SOLE   160,751 0 0
ZOOM VIDEO COMMUNICATIONS A Ordinary Shares 98980L101 2,092 8,000 SH   SOLE   8,000 0 0
ZSCALER INC Ordinary Shares 98980G102 940 3,583 SH   SOLE   3,583 0 0
ZOETIS INC Ordinary Shares 98978V103 2,308 11,886 SH   SOLE   11,886 0 0
BROOKFIELD ASSET MANAGE CL A American Depository Receipts 112585104 21,404 400,000 SH   SOLE   400,000 0 0
HDFC BANK LTD A D R American Depository Receipts 40415F101 15,400 210,700 SH   SOLE   210,700 0 0
ICON PLC American Depository Receipts G4705A100 20,962 80,000 SH   SOLE   80,000 0 0
MEDTRONIC PLC American Depository Receipts G5960L103 25,731 205,272 SH   SOLE   205,272 0 0
RADA ELECTRONIC INDS LTD American Depository Receipts M81863124 3,358 315,577 SH   SOLE   315,577 0 0
ATLASSIAN CORP PLC CLASS A American Depository Receipts G06242104 49,319 126,000 SH   SOLE   126,000 0 0
TAIWAN SEMICONDUCTOR A D R American Depository Receipts 874039100 20,532 183,900 SH   SOLE   183,900 0 0
WASTE CONNECTIONS INC American Depository Receipts 94106B101 19,519 155,000 SH   SOLE   155,000 0 0