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
ADOBE INC COM 00724F101 5,260,507 16,530 SH   SOLE   16,530 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,320,197 130,134 SH   SOLE   130,134 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 285,906,020 1,470,105 SH   SOLE   1,330,448 0 139,657
ALPHABET INC CAP STK CL C 02079K107 59,035,864 50,770 SH   SOLE   44,931 0 5,839
AMAZON COM INC COM 023135106 618,061 317 SH   SOLE   317 0 0
AMPHENOL CORP NEW CL A 032095101 344,615,412 4,728,532 SH   SOLE   4,644,951 0 83,581
ANSYS INC COM 03662Q105 206,167,879 886,858 SH   SOLE   872,188 0 14,670
APOLLO GLOBAL MGMT INC COM CL A 03768E105 34,368,286 1,025,919 SH   SOLE   1,025,919 0 0
AUTODESK INC COM 052769106 16,566,737 106,129 SH   SOLE   106,129 0 0
BALL CORP COM 058498106 53,013,247 819,877 SH   SOLE   819,877 0 0
BECTON DICKINSON & CO COM 075887109 9,155,645 39,847 SH   SOLE   39,847 0 0
Bio-Techne Corp COM 09073M104 62,987,024 332,175 SH   SOLE   332,175 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 108,801,884 2,387,577 SH   SOLE   1,966,243 0 421,334
BOSTON PRIVATE FINL HLDGS IN COM 101119105 12,253,956 1,713,840 SH   SOLE   1,713,840 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 113,578,122 1,113,511 SH   SOLE   1,082,047 0 31,464
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 15,490,686 350,072 SH   SOLE   260,015 0 90,057
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 3,376,513 103,765 SH   SOLE   103,765 0 0
BROWN & BROWN INC COM 115236101 432,218,910 11,933,156 SH   SOLE   11,690,242 0 242,914
BUILDERS FIRSTSOURCE INC COM 12008R107 28,944,509 2,366,681 SH   SOLE   2,366,681 0 0
CDW CORP COM 12514G108 549,872,912 5,895,496 SH   SOLE   5,802,844 0 92,652
Canada Goose Holdings Inc SHS SUB VTG 135086106 72,790,200 3,659,638 SH   SOLE   3,338,569 0 321,069
CASELLA WASTE SYS INC CL A 147448104 6,933,658 177,513 SH   SOLE   177,513 0 0
CERIDIAN HCM HLDG INC COM 15677J108 520,869,248 10,402,821 SH   SOLE   10,235,435 0 167,386
CINCINNATI FINL CORP COM 172062101 369,439,190 4,896,477 SH   SOLE   4,811,225 0 85,252
CINTAS CORP COM 172908105 48,582,840 280,469 SH   SOLE   280,469 0 0
COMCAST CORP NEW CL A 20030N101 77,169,348 2,244,600 SH Put SOLE   2,244,600 0 0
COSTAR GROUP INC COM 22160N109 360,009,643 613,085 SH   SOLE   599,713 0 13,372
DANAHER CORPORATION COM 235851102 79,328,031 573,138 SH   SOLE   448,460 0 124,678
DENTSPLY SIRONA INC COM 24906P109 76,044,478 1,958,395 SH   SOLE   1,454,427 0 503,968
EVERBRIDGE INC COM 29978A104 360,581,353 3,390,197 SH   SOLE   3,334,380 0 55,817
EXPEDITORS INTL WASH INC COM 302130109 174,150,743 2,610,173 SH   SOLE   2,387,992 0 222,181
FACEBOOK INC CL A 30303M102 12,842,099 76,991 SH   SOLE   76,991 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 264,354,008 2,173,249 SH   SOLE   2,010,847 0 162,402
FIRST REP BK SAN FRANCISCO C COM 33616C100 433,850,263 5,272,852 SH   SOLE   5,185,065 0 87,787
FORTIVE CORP COM 34959J108 54,207,949 982,206 SH   SOLE   729,206 0 253,000
GODADDY INC CL A 380237107 451,543,642 7,906,560 SH   SOLE   7,793,143 0 113,417
HARSCO CORP COM 415864107 8,383,997 1,202,869 SH   SOLE   1,202,869 0 0
HEICO CORP NEW COM 422806109 85,563,196 1,146,806 SH   SOLE   1,114,555 0 32,251
HEICO CORP NEW CL A 422806208 24,273,182 379,862 SH   SOLE   379,862 0 0
HILL ROM HLDGS INC COM 431475102 389,163,756 3,868,427 SH   SOLE   3,804,079 0 64,348
HYATT HOTELS CORP COM CL A 448579102 61,600,454 1,286,022 SH   SOLE   1,265,621 0 20,401
IDEX CORP COM 45167R104 21,229,302 153,713 SH   SOLE   114,068 0 39,645
IDEXX LABS INC COM 45168D104 169,956,553 701,604 SH   SOLE   701,604 0 0
ILLUMINA INC COM 452327109 187,255,715 685,617 SH   SOLE   621,354 0 64,263
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 76,832,326 1,779,762 SH   SOLE   1,321,339 0 458,423
INTUIT COM 461202103 33,734,560 146,672 SH   SOLE   146,672 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 82,593,311 3,698,760 SH   SOLE   3,698,760 0 0
JACOBS ENGR GROUP INC COM 469814107 542,741,159 6,846,741 SH   SOLE   6,846,741 0 0
KKR & Co Inc CL A 48251W104 68,609,851 2,923,300 SH Call SOLE   2,923,300 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 13,802,012 269,150 SH   SOLE   269,150 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 7,087,048 1,699,532 SH   SOLE   1,699,532 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 379,575,453 8,349,658 SH   SOLE   8,220,558 0 129,100
LIVE OAK BANCSHARES INC COM 53803X105 1,378,247 110,525 SH   SOLE   110,525 0 0
LULULEMON ATHLETICA INC COM 550021109 25,270,427 133,318 SH   SOLE   133,318 0 0
LUMINEX CORP DEL COM 55027E102 41,719,100 1,515,405 SH   SOLE   1,515,405 0 0
MGIC INVT CORP WIS COM 552848103 13,684,828 2,155,091 SH   SOLE   2,155,091 0 0
MARTIN MARIETTA MATLS INC COM 573284106 615,686,297 3,253,640 SH   SOLE   3,201,152 0 52,488
MCCORMICK & CO INC COM NON VTG 579780206 4,358,305 30,864 SH   SOLE   30,864 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 25,015,796 36,228 SH   SOLE   36,228 0 0
MICROSOFT CORP COM 594918104 10,084,451 63,943 SH   SOLE   63,943 0 0
MOODYS CORP COM 615369105 72,993,303 345,122 SH   SOLE   345,122 0 0
Morgan Stanley COM NEW 617446448 29,654,800 872,200 SH Call SOLE   872,200 0 0
MORNINGSTAR INC COM 617700109 53,575,324 460,863 SH   SOLE   460,863 0 0
NATIONAL VISION HLDGS INC COM 63845R107 17,023,009 876,571 SH   SOLE   840,216 0 36,355
NEOGEN CORP COM 640491106 2,622,993 39,155 SH   SOLE   39,155 0 0
OUTFRONT MEDIA INC COM 69007J106 85,744,150 6,360,842 SH   SOLE   6,360,842 0 0
PTC INC COM 69370C100 189,868,707 3,101,923 SH   SOLE   3,032,055 0 69,868
PAYCHEX INC COM 704326107 323,629,146 5,143,502 SH   SOLE   5,054,748 0 88,754
PERKINELMER INC COM 714046109 438,478,071 5,824,629 SH   SOLE   5,824,629 0 0
POOL CORPORATION COM 73278L105 25,852,430 131,384 SH   SOLE   131,384 0 0
REPLIGEN CORP COM 759916109 47,016,621 487,017 SH   SOLE   487,017 0 0
ROLLINS INC COM 775711104 197,427,652 5,462,857 SH   SOLE   5,345,750 0 117,107
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 323,841,281 7,390,262 SH   SOLE   7,229,566 0 160,696
SPDR SER TR S&P OILGAS EXP 78468R556 18,137,770 551,300 SH Put SOLE   551,300 0 0
SALESFORCE COM INC COM 79466L302 395,225 2,745 SH   SOLE   2,745 0 0
HENRY SCHEIN INC COM 806407102 119,476,971 2,364,944 SH   SOLE   1,756,838 0 608,106
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 93,327,888 1,053,600 SH Put SOLE   1,053,600 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 54,954,224 560,300 SH Put SOLE   560,300 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 348,720 12,000 SH Put SOLE   12,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 40,362,840 684,000 SH Put SOLE   684,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 104,304,186 1,297,800 SH Put SOLE   1,297,800 0 0
SERVICE CORP INTL COM 817565104 318,507,499 8,143,889 SH   SOLE   7,996,256 0 147,633
SHAKE SHACK INC CL A 819047101 109,207,370 2,893,677 SH   SOLE   2,845,734 0 47,943
SHERWIN WILLIAMS CO COM 824348106 17,084,954 37,180 SH   SOLE   37,180 0 0
SMUCKER J M CO COM NEW 832696405 10,066,590 90,690 SH   SOLE   90,690 0 0
SolarWinds Corp COM 83417Q105 32,334,841 2,063,487 SH   SOLE   2,063,487 0 0
SOUTH ST CORP COM 840441109 67,143,131 1,143,251 SH   SOLE   1,143,251 0 0
TJX COS INC NEW COM 872540109 56,281,836 1,177,198 SH   SOLE   873,580 0 303,618
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,283,829 194,263 SH   SOLE   194,263 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 43,893,105 147,654 SH   SOLE   147,654 0 0
TELEFLEX INCORPORATED COM 879369106 192,237,404 656,414 SH   SOLE   640,865 0 15,549
THERMO FISHER SCIENTIFIC INC COM 883556102 118,973,320 419,511 SH   SOLE   334,119 0 85,392
TORO CO COM 891092108 380,793,423 5,850,260 SH   SOLE   5,741,847 0 108,413
TRACTOR SUPPLY CO COM 892356106 37,474,251 443,220 SH   SOLE   443,220 0 0
TRANSDIGM GROUP INC COM 893641100 237,016,485 740,237 SH   SOLE   726,344 0 13,893
Trimble Inc COM 896239100 145,501,010 4,571,191 SH   SOLE   4,499,127 0 72,064
Ulta Beauty Inc COM 90384S303 244,912,095 1,393,922 SH   SOLE   1,300,586 0 93,336
VAIL RESORTS INC COM 91879Q109 279,669,535 1,893,369 SH   SOLE   1,859,255 0 34,114
VERISIGN INC COM 92343E102 519,199 2,883 SH   SOLE   2,883 0 0
VISA INC COM CL A 92826C839 11,993,128 74,436 SH   SOLE   74,436 0 0
WATERS CORP COM 941848103 37,804,139 207,658 SH   SOLE   154,170 0 53,488
WEST PHARMACEUTICAL SVSC INC COM 955306105 14,667,004 96,335 SH   SOLE   96,335 0 0
WILEY JOHN & SONS INC CL A 968223206 8,355,396 222,870 SH   SOLE   222,870 0 0
WILLIAMS SONOMA INC COM 969904101 18,352,780 431,627 SH   SOLE   431,627 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 20,133,360 1,242,800 SH Put SOLE   1,242,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 37,940,971 232,396 SH   SOLE   232,396 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 33,592,203 933,895 SH   SOLE   933,895 0 0
CLARIVATE ANALYTICS PLC COM G21810109 315,189,720 15,189,866 SH   SOLE   14,901,163 0 288,703
IHS MARKIT LTD SHS G47567105 385,908,240 6,431,804 SH   SOLE   6,177,847 0 253,957
SIGNET JEWELERS LIMITED SHS G81276100 21,955,297 3,403,922 SH   SOLE   3,403,922 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,949,085 767,300 SH Call SOLE   767,300 0 0
STERIS PLC SHS USD G8473T100 266,250,374 1,902,196 SH   SOLE   1,854,502 0 47,694
GARMIN LTD SHS H2906T109 150,069,620 2,001,996 SH   SOLE   2,001,996 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,557,597 202,220 SH   SOLE   202,220 0 0