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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABCAM PLC ADS 000380204   8,871,957 659,135 SH   SOLE   659,135 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   9,787,832 70,752 SH   SOLE   70,752 0 0
ALIGN TECHNOLOGY INC COM 016255101   16,899,130 50,575 SH   SOLE   50,575 0 0
AMERICAN EXPRESS CO COM 025816109   11,876,730 72,002 SH   SOLE   72,002 0 0
ANALOG DEVICES INC COM 032654105   26,747,568 135,623 SH   SOLE   135,623 0 0
ANSYS INC COM 03662Q105   68,925,542 207,108 SH   SOLE   207,108 0 0
CHARLES RIV LABS INTL INC COM 159864107   9,792,306 48,520 SH   SOLE   48,520 0 0
CONSTELLATION BRANDS INC CL A 21036P108   10,336,952 45,761 SH   SOLE   45,761 0 0
COOPER COS INC COM NEW 216648402   11,941,546 31,984 SH   SOLE   31,984 0 0
COSTAR GROUP INC COM 22160N109   9,424,532 136,885 SH   SOLE   136,885 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   12,159,369 82,169 SH   SOLE   82,169 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   12,914,394 151,187 SH   SOLE   151,187 0 0
DOMINOS PIZZA INC COM 25754A201   10,033,986 30,418 SH   SOLE   30,418 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   11,734,506 141,841 SH   SOLE   141,841 0 0
ENTEGRIS INC COM 29362U104   13,286,112 162,006 SH   SOLE   162,006 0 0
ETSY INC COM 29786A106   9,696,620 87,098 SH   SOLE   87,098 0 0
FASTENAL CO COM 311900104   26,906,243 498,818 SH   SOLE   498,818 0 0
FERGUSON PLC NEW SHS G3421J106   11,287,430 84,392 SH   SOLE   84,392 0 0
FERRARI N V COM N3167Y103   13,351,542 49,593 SH   SOLE   49,593 0 0
FORTINET INC COM 34959E109   30,452,371 458,206 SH   SOLE   458,206 0 0
GARTNER INC COM 366651107   10,258,823 31,491 SH   SOLE   31,491 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   20,913,570 547,619 SH   SOLE   547,619 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   66,147,810 634,268 SH   SOLE   634,268 0 0
INTUIT COM 461202103   12,166,255 27,289 SH   SOLE   27,289 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,198,873 39,922 SH   SOLE   39,922 0 0
IQVIA HLDGS INC COM 46266C105   61,042,324 306,915 SH   SOLE   306,915 0 0
KINSALE CAP GROUP INC COM 49714P108   23,156,873 77,151 SH   SOLE   77,151 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   10,344,089 45,088 SH   SOLE   45,088 0 0
LAUDER ESTEE COS INC CL A 518439104   10,566,233 42,872 SH   SOLE   42,872 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   13,245,733 177,011 SH   SOLE   177,011 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   10,588,200 151,260 SH   SOLE   151,260 0 0
MARKEL CORP COM 570535104   10,306,144 8,068 SH   SOLE   8,068 0 0
MARKETAXESS HLDGS INC COM 57060D108   14,822,456 37,881 SH   SOLE   37,881 0 0
MATCH GROUP INC NEW COM 57667L107   9,877,824 257,302 SH   SOLE   257,302 0 0
MCCORMICK & CO INC COM NON VTG 579780206   10,566,006 126,980 SH   SOLE   126,980 0 0
MERCADOLIBRE INC COM 58733R102   16,357,125 12,410 SH   SOLE   12,410 0 0
MORNINGSTAR INC COM 617700109   9,941,567 48,966 SH   SOLE   48,966 0 0
MSCI INC COM 55354G100   25,701,524 45,921 SH   SOLE   45,921 0 0
NEW YORK TIMES CO CL A 650111107   28,585,665 735,228 SH   SOLE   735,228 0 0
PERKINELMER INC COM 714046109   23,975,739 179,917 SH   SOLE   179,917 0 0
POOL CORP COM 73278L105   11,956,293 34,915 SH   SOLE   34,915 0 0
PTC INC COM 69370C100   21,758,195 169,681 SH   SOLE   169,681 0 0
RESMED INC COM 761152107   60,829,071 277,771 SH   SOLE   277,771 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   13,162,713 263,149 SH   SOLE   263,149 0 0
SERVICE CORP INTL COM 817565104   25,594,964 372,128 SH   SOLE   372,128 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   13,779,592 116,796 SH   SOLE   116,796 0 0
STARBUCKS CORP COM 855244109   11,170,962 107,279 SH   SOLE   107,279 0 0
TRADEWEB MKTS INC CL A 892672106   12,956,988 163,971 SH   SOLE   163,971 0 0
TRANSUNION COM 89400J107   11,625,213 187,081 SH   SOLE   187,081 0 0
TYLER TECHNOLOGIES INC COM 902252105   11,639,994 32,822 SH   SOLE   32,822 0 0
ULTA BEAUTY INC COM 90384S303   12,379,070 22,686 SH   SOLE   22,686 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   15,222,442 98,127 SH   SOLE   98,127 0 0
VERISIGN INC COM 92343E102   10,905,473 51,604 SH   SOLE   51,604 0 0
VERISK ANALYTICS INC COM 92345Y106   11,532,705 60,110 SH   SOLE   60,110 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   11,494,069 36,481 SH   SOLE   36,481 0 0
WALKER & DUNLOP INC COM 93148P102   10,286,682 135,049 SH   SOLE   135,049 0 0
WATSCO INC COM 942622200   13,564,115 42,633 SH   SOLE   42,633 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,978,124 234,175 SH   SOLE   234,175 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   13,227,210 41,595 SH   SOLE   41,595 0 0