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 1,314,608 16,659,583 SH   SOLE   16,659,583 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,087,065 6,658,492 SH   SOLE   6,658,492 0 0
ADOBE INC COM 00724F101 1,634,034 5,134,597 SH   SOLE   5,134,597 0 0
ALARM COM HLDGS INC COM 011642105 1,339 34,418 SH   SOLE   34,418 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 98,797 508,008 SH   SOLE   508,008 0 0
ALIGN TECHNOLOGY INC COM 016255101 528,635 3,039,006 SH   SOLE   3,039,006 0 0
ALPHABET INC CAP STK CL C 02079K107 1,712,014 1,472,308 SH   SOLE   1,472,308 0 0
ALPHABET INC CAP STK CL A 02079K305 478,246 411,589 SH   SOLE   411,589 0 0
ALTAIR ENGR INC COM CL A 021369103 1,013 38,228 SH   SOLE   38,228 0 0
AMN HEALTHCARE SVCS INC COM 001744101 1,510 26,116 SH   SOLE   26,116 0 0
APPFOLIO INC COM CL A 03783C100 2,582 23,275 SH   SOLE   23,275 0 0
AUTODESK INC COM 052769106 581,599 3,725,811 SH   SOLE   3,725,811 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 728,129 5,327,251 SH   SOLE   5,327,251 0 0
BLACKBAUD INC COM 09227Q100 1,748 31,463 SH   SOLE   31,463 0 0
BOOKING HLDGS INC COM 09857L108 613 456 SH   SOLE   456 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 17,323 172,300 SH   SOLE   172,300 0 0
DOLLAR GEN CORP NEW COM 256677105 772,015 5,112,345 SH   SOLE   5,112,345 0 0
ENVESTNET INC COM 29404K106 1,200 22,315 SH   SOLE   22,315 0 0
EPAM SYS INC COM 29414B104 1,665 8,967 SH   SOLE   8,967 0 0
ETSY INC COM 29786A106 978 25,454 SH   SOLE   25,454 0 0
EURONET WORLDWIDE INC COM 298736109 1,094 12,760 SH   SOLE   12,760 0 0
EXPONENT INC COM 30214U102 2,344 32,603 SH   SOLE   32,603 0 0
FACEBOOK INC CL A 30303M102 1,798,741 10,783,819 SH   SOLE   10,783,819 0 0
FIVE BELOW INC COM 33829M101 691 9,813 SH   SOLE   9,813 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,421 44,294 SH   SOLE   44,294 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,241 53,367 SH   SOLE   53,367 0 0
GARTNER INC COM 366651107 561,319 5,637,428 SH   SOLE   5,637,428 0 0
GLOBANT S A COM L44385109 3,605 41,022 SH   SOLE   41,022 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,193 8,280 SH   SOLE   8,280 0 0
ICON PLC SHS G4705A100 43,142 317,219 SH   SOLE   317,219 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 62,138 412,466 SH   SOLE   412,466 0 0
ISHARES TR MSCI ACWI EX US 464288240 444 11,804 SH   SOLE   11,804 0 0
LEMAITRE VASCULAR INC COM 525558201 1,659 66,572 SH   SOLE   66,572 0 0
LENDINGTREE INC NEW COM 52603B107 945 5,152 SH   SOLE   5,152 0 0
LITTELFUSE INC COM 537008104 796 5,963 SH   SOLE   5,963 0 0
MASIMO CORP COM 574795100 1,866 10,534 SH   SOLE   10,534 0 0
MASTERCARD INC CL A 57636Q104 1,191,913 4,934,230 SH   SOLE   4,934,230 0 0
MEDTRONIC PLC SHS G5960L103 37,232 412,859 SH   SOLE   412,859 0 0
MICROSOFT CORP COM 594918104 2,530,942 16,048,078 SH   SOLE   16,048,078 0 0
MSCI INC COM 55354G100 625,980 2,166,322 SH   SOLE   2,166,322 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 29,009 268,008 SH   SOLE   268,008 0 0
NIKE INC CL B 654106103 725,761 8,771,584 SH   SOLE   8,771,584 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 997 3,311 SH   SOLE   3,311 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,057 22,819 SH   SOLE   22,819 0 0
ORACLE CORP COM 68389X105 15,348 317,570 SH   SOLE   317,570 0 0
PAYLOCITY HLDG CORP COM 70438V106 851 9,641 SH   SOLE   9,641 0 0
PAYPAL HLDGS INC COM 70450Y103 757,460 7,911,640 SH   SOLE   7,911,640 0 0
POOL CORPORATION COM 73278L105 2,143 10,892 SH   SOLE   10,892 0 0
REGENERON PHARMACEUTICALS COM 75886F107 840,348 1,721,002 SH   SOLE   1,721,002 0 0
RELX PLC SPONSORED ADR 759530108 19,450 908,876 SH   SOLE   908,876 0 0
REVOLVE GROUP INC CL A 76156B107 1,458 168,735 SH   SOLE   168,735 0 0
SALESFORCE COM INC COM 79466L302 872,892 6,062,595 SH   SOLE   6,062,595 0 0
SAP SE SPON ADR 803054204 36,650 331,675 SH   SOLE   331,675 0 0
SERVICENOW INC COM 81762P102 895,640 3,125,270 SH   SOLE   3,125,270 0 0
STARBUCKS CORP COM 855244109 527,971 8,031,200 SH   SOLE   8,031,200 0 0
TEXAS ROADHOUSE INC COM 882681109 992 24,011 SH   SOLE   24,011 0 0
TREX CO INC COM 89531P105 2,525 31,505 SH   SOLE   31,505 0 0
U S PHYSICAL THERAPY INC COM 90337L108 1,336 19,358 SH   SOLE   19,358 0 0
UNILEVER PLC SPON ADR NEW 904767704 18,946 374,649 SH   SOLE   374,649 0 0
VISA INC COM CL A 92826C839 1,312,468 8,145,906 SH   SOLE   8,145,906 0 0
WINGSTOP INC COM 974155103 1,880 23,588 SH   SOLE   23,588 0 0
YETI HLDGS INC COM 98585X104 953 48,846 SH   SOLE   48,846 0 0
ZOETIS INC CL A 98978V103 1,149,488 9,767,087 SH   SOLE   9,767,087 0 0