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
ABBOTT LABS COM 002824100 775,152 8,924,157 SH   SOLE   8,924,157 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,324,663 6,290,843 SH   SOLE   6,290,843 0 0
ADOBE INC COM 00724F101 1,633,841 4,953,887 SH   SOLE   4,953,887 0 0
ALARM COM HLDGS INC COM 011642105 884 20,569 SH   SOLE   20,569 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 84,093 396,478 SH   SOLE   396,478 0 0
ALIGN TECHNOLOGY INC COM 016255101 788,785 2,826,782 SH   SOLE   2,826,782 0 0
ALPHABET INC CAP STK CL C 02079K107 1,883,044 1,408,389 SH   SOLE   1,408,389 0 0
ALPHABET INC CAP STK CL A 02079K305 541,291 404,133 SH   SOLE   404,133 0 0
ALTAIR ENGR INC COM CL A 021369103 820 22,846 SH   SOLE   22,846 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 976 15,657 SH   SOLE   15,657 0 0
APPFOLIO INC COM CL A 03783C100 1,527 13,886 SH   SOLE   13,886 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 861,315 5,051,703 SH   SOLE   5,051,703 0 0
BLACKBAUD INC COM 09227Q100 1,501 18,856 SH   SOLE   18,856 0 0
BOOKING HLDGS INC COM 09857L108 548,785 267,214 SH   SOLE   267,214 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 15,742 141,869 SH   SOLE   141,869 0 0
DOLLAR GEN CORP NEW COM 256677105 1,000,882 6,416,730 SH   SOLE   6,416,730 0 0
ENVESTNET INC COM 29404K106 841 12,076 SH   SOLE   12,076 0 0
EPAM SYS INC COM 29414B104 1,135 5,351 SH   SOLE   5,351 0 0
EURONET WORLDWIDE INC COM 298736109 1,199 7,609 SH   SOLE   7,609 0 0
EXLSERVICE HOLDINGS INC COM 302081104 877 12,633 SH   SOLE   12,633 0 0
EXPONENT INC COM 30214U102 1,348 19,527 SH   SOLE   19,527 0 0
FACEBOOK INC CL A 30303M102 1,838,959 8,959,606 SH   SOLE   8,959,606 0 0
FIVE BELOW INC COM 33829M101 744 5,818 SH   SOLE   5,818 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,349 26,555 SH   SOLE   26,555 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,218 31,884 SH   SOLE   31,884 0 0
GARTNER INC COM 366651107 821,197 5,328,987 SH   SOLE   5,328,987 0 0
GLOBANT S A COM L44385109 2,714 25,594 SH   SOLE   25,594 0 0
GRAND CANYON ED INC COM 38526M106 1,013 10,579 SH   SOLE   10,579 0 0
ICON PLC SHS G4705A100 44,802 260,128 SH   SOLE   260,128 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 6,656 37,833 SH   SOLE   37,833 0 0
ISHARES TR MSCI ACWI EX US 464288240 2,265 46,108 SH   SOLE   46,108 0 0
LEMAITRE VASCULAR INC COM 525558201 1,434 39,888 SH   SOLE   39,888 0 0
LENDINGTREE INC NEW COM 52603B107 930 3,065 SH   SOLE   3,065 0 0
LITTELFUSE INC COM 537008104 1,034 5,403 SH   SOLE   5,403 0 0
MASIMO CORP COM 574795100 1,208 7,643 SH   SOLE   7,643 0 0
MASTERCARD INC CL A 57636Q104 1,410,195 4,722,849 SH   SOLE   4,722,849 0 0
MEDIFAST INC COM 58470H101 618 5,636 SH   SOLE   5,636 0 0
MEDTRONIC PLC SHS G5960L103 34,243 301,831 SH   SOLE   301,831 0 0
MICROSOFT CORP COM 594918104 2,460,083 15,599,767 SH   SOLE   15,599,767 0 0
MSCI INC COM 55354G100 545,529 2,112,980 SH   SOLE   2,112,980 0 0
NEOGEN CORP COM 640491106 912 13,968 SH   SOLE   13,968 0 0
NIKE INC CL B 654106103 1,102,409 10,881,540 SH   SOLE   10,881,540 0 0
NOVO-NORDISK A S ADR 670100205 6,877 118,809 SH   SOLE   118,809 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,020,545 2,328,629 SH   SOLE   2,328,629 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 888 13,603 SH   SOLE   13,603 0 0
ORACLE CORP COM 68389X105 11,263 212,583 SH   SOLE   212,583 0 0
PAYCOM SOFTWARE INC COM 70432V102 453 1,712 SH   SOLE   1,712 0 0
PAYPAL HLDGS INC COM 70450Y103 831,900 7,690,677 SH   SOLE   7,690,677 0 0
POOL CORPORATION COM 73278L105 2,487 11,709 SH   SOLE   11,709 0 0
REGENERON PHARMACEUTICALS COM 75886F107 629,415 1,676,294 SH   SOLE   1,676,294 0 0
RELX PLC SPONSORED ADR 759530108 18,519 732,845 SH   SOLE   732,845 0 0
SALESFORCE COM INC COM 79466L302 501,219 3,081,772 SH   SOLE   3,081,772 0 0
SAP SE SPON ADR 803054204 37,159 277,326 SH   SOLE   277,326 0 0
SERVICENOW INC COM 81762P102 547,821 1,940,426 SH   SOLE   1,940,426 0 0
STARBUCKS CORP COM 855244109 666,627 7,582,198 SH   SOLE   7,582,198 0 0
TEXAS ROADHOUSE INC COM 882681109 807 14,331 SH   SOLE   14,331 0 0
TREX CO INC COM 89531P105 1,695 18,857 SH   SOLE   18,857 0 0
U S PHYSICAL THERAPY INC COM 90337L108 1,184 10,358 SH   SOLE   10,358 0 0
UNILEVER PLC SPON ADR NEW 904767704 21,547 376,895 SH   SOLE   376,895 0 0
VISA INC COM CL A 92826C839 1,909,176 10,160,598 SH   SOLE   10,160,598 0 0
WINGSTOP INC COM 974155103 946 10,973 SH   SOLE   10,973 0 0
ZOETIS INC CL A 98978V103 1,432,842 10,826,159 SH   SOLE   10,826,159 0 0