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
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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
ADVANCED DRAIN SYS INC DEL COM 00790R104 74,682,111 1,196,062 SH   SOLE   1,159,886 0 36,176
AGILYSYS INC COM 00847J105 221,571 9,171 SH   SOLE   9,171 0 0
ALPHABET INC CAP STK CL C 02079K107 109,250,064 74,340 SH   SOLE   68,454 0 5,886
ALTAIR ENGR INC COM CL A 021369103 314,346 7,488 SH   SOLE   7,488 0 0
AMAZON COM INC COM 023135106 324,319 103 SH   SOLE   103 0 0
AMPHENOL CORP NEW CL A 032095101 539,163,596 4,979,806 SH   SOLE   4,851,171 0 128,635
ANSYS INC COM 03662Q105 198,456,814 606,475 SH   SOLE   587,317 0 19,158
APOLLO GLOBAL MGMT INC COM CL A 03768E105 13,531,281 302,375 SH   SOLE   302,375 0 0
AUTODESK INC COM 052769106 98,438,443 426,122 SH   SOLE   386,250 0 39,872
BADGER METER INC COM 056525108 297,956 4,558 SH   SOLE   4,558 0 0
BALL CORP COM 058498106 16,173,573 194,581 SH   SOLE   194,581 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06746P621 7,556,229 303,463 SH   SOLE   303,463 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 447,326 15,457 SH   SOLE   15,457 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 39,327,062 753,392 SH   SOLE   664,115 0 89,277
BOSTON PRIVATE FINL HLDGS IN COM 101119105 759,834 137,651 SH   SOLE   137,651 0 0
BROADCOM INC COM 11135F101 10,929,600 30,000 SH   SOLE   30,000 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 1,688,509 30,484 SH   SOLE   30,484 0 0
BROWN & BROWN INC COM 115236101 585,842,013 12,941,065 SH   SOLE   12,566,131 0 374,934
BUILDERS FIRSTSOURCE INC COM 12008R107 178,427,877 5,469,892 SH   SOLE   5,469,892 0 0
CDW CORP COM 12514G108 824,167,119 6,895,065 SH   SOLE   6,746,348 0 148,717
CANTEL MED CORP COM 138098108 387,155 8,811 SH   SOLE   8,811 0 0
CENTRAL GARDEN & PET CO COM 153527106 8,403,668 210,460 SH   SOLE   210,460 0 0
CERIDIAN HCM HLDG INC COM 15677J108 712,764,591 8,623,891 SH   SOLE   8,396,070 0 227,821
CINCINNATI FINL CORP COM 172062101 652,684,297 8,370,967 SH   SOLE   8,147,130 0 223,837
COMCAST CORP NEW CL A 20030N101 79,840,134 1,725,900 SH Put SOLE   1,725,900 0 0
COSTAR GROUP INC COM 22160N109 199,121,539 234,672 SH   SOLE   227,330 0 7,342
CRACKER BARREL OLD CTRY STOR COM 22410J106 43,020,317 375,199 SH   SOLE   375,199 0 0
CREE INC COM 225447101 9,561,000 150,000 SH   SOLE   150,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 66,873,247 1,410,828 SH   SOLE   1,410,828 0 0
DANAHER CORPORATION COM 235851102 99,644,603 462,753 SH   SOLE   402,105 0 60,648
DATA I O CORP COM 237690102 2,266,561 712,755 SH   SOLE   712,755 0 0
DISH NETWORK CORPORATION CL A 25470M109 5,806,000 200,000 SH   SOLE   200,000 0 0
DOCUSIGN INC COM 256163106 101,911,189 473,477 SH   SOLE   473,477 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 451,211 9,932 SH   SOLE   9,932 0 0
ENDAVA PLC ADS 29260V105 216,478 3,428 SH   SOLE   3,428 0 0
ENERGY RECOVERY INC COM 29270J100 123,877 15,107 SH   SOLE   15,107 0 0
ENTEGRIS INC COM 29362U104 388,267,189 5,222,857 SH   SOLE   5,101,673 0 121,184
EVERBRIDGE INC COM 29978A104 463,259,980 3,684,562 SH   SOLE   3,578,801 0 105,761
EXPEDITORS INTL WASH INC COM 302130109 125,857,922 1,390,388 SH   SOLE   1,310,382 0 80,006
FACEBOOK INC CL A 30303M102 375,827 1,435 SH   SOLE   1,435 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 640,225,417 4,349,062 SH   SOLE   4,107,223 0 241,839
FIRST REP BK SAN FRANCISCO C COM 33616C100 557,513,193 5,111,986 SH   SOLE   4,976,799 0 135,187
FORMFACTOR INC COM 346375108 10,312,045 413,640 SH   SOLE   413,640 0 0
FORTIVE CORP COM 34959J108 53,077,826 696,468 SH   SOLE   603,127 0 93,341
GODADDY INC CL A 380237107 750,676,207 9,881,219 SH   SOLE   9,663,849 0 217,370
GOOSEHEAD INS INC COM CL A 38267D109 226,866 2,620 SH   SOLE   2,620 0 0
GRIFFON CORP COM 398433102 25,548,394 1,307,492 SH   SOLE   1,307,492 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 20,889,379 531,266 SH   SOLE   531,266 0 0
HD SUPPLY HLDGS INC COM 40416M105 37,652,244 913,003 SH   SOLE   913,003 0 0
HEICO CORP NEW COM 422806109 88,117,650 841,942 SH   SOLE   806,886 0 35,056
HEICO CORP NEW CL A 422806208 24,432,834 275,579 SH   SOLE   275,579 0 0
HESKA CORP COM RESTRC NEW 42805E306 334,898 3,390 SH   SOLE   3,390 0 0
HILL ROM HLDGS INC COM 431475102 271,188,453 3,247,377 SH   SOLE   3,150,848 0 96,529
IDEXX LABS INC COM 45168D104 84,941,243 216,075 SH   SOLE   216,075 0 0
ILLUMINA INC COM 452327109 363,334,976 1,175,537 SH   SOLE   1,099,405 0 76,132
INTEL CORP COM 458140100 2,589,000 50,000 SH   SOLE   50,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 97,299,599 2,013,234 SH   SOLE   1,743,932 0 269,302
IRIDIUM COMMUNICATIONS INC COM 46269C102 22,388,435 875,232 SH   SOLE   875,232 0 0
JACOBS ENGR GROUP INC COM 469814107 608,575,282 6,560,044 SH   SOLE   6,560,044 0 0
JOINT CORP COM 47973J102 478,764 27,531 SH   SOLE   27,531 0 0
KINSALE CAP GROUP INC COM 49714P108 524,516 2,758 SH   SOLE   2,758 0 0
KIRBY CORP COM 497266106 17,413,432 481,433 SH   SOLE   481,433 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 97,629,269 1,475,431 SH   SOLE   1,475,431 0 0
LAUDER ESTEE COS INC CL A 518439104 76,461,269 350,338 SH   SOLE   304,451 0 45,887
LAUREATE EDUCATION INC CL A 518613203 10,507,999 791,265 SH   SOLE   791,265 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 9,024,089 1,060,410 SH   SOLE   1,060,410 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 274,570,002 5,095,954 SH   SOLE   4,969,920 0 126,034
LIVE OAK BANCSHARES INC COM 53803X105 2,590,879 102,285 SH   SOLE   102,285 0 0
LULULEMON ATHLETICA INC COM 550021109 14,458,355 43,897 SH   SOLE   43,897 0 0
LUMINEX CORP DEL COM 55027E102 23,842,718 908,294 SH   SOLE   908,294 0 0
MGIC INVT CORP WIS COM 552848103 30,801,453 3,476,462 SH   SOLE   3,476,462 0 0
MTS SYS CORP COM 553777103 309,181 16,179 SH   SOLE   16,179 0 0
MARTIN MARIETTA MATLS INC COM 573284106 804,174,753 3,416,786 SH   SOLE   3,332,519 0 84,267
MASIMO CORP COM 574795100 13,723,112 58,134 SH   SOLE   58,134 0 0
MEDPACE HLDGS INC COM 58506Q109 20,901,050 187,034 SH   SOLE   187,034 0 0
MEREDITH CORP COM 589433101 56,221,995 4,285,213 SH   SOLE   4,285,213 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 13,421,028 13,897 SH   SOLE   13,897 0 0
MICROSOFT CORP COM 594918104 29,395,300 139,758 SH   SOLE   139,758 0 0
MOODYS CORP COM 615369105 233,909 807 SH   SOLE   807 0 0
MORNINGSTAR INC COM 617700109 92,282,491 574,575 SH   SOLE   574,575 0 0
NCINO INC COM 63947U107 347,166 4,357 SH   SOLE   4,357 0 0
OUTFRONT MEDIA INC COM 69007J106 158,231 10,875 SH   SOLE   10,875 0 0
PAYCHEX INC COM 704326107 377,012,165 4,726,240 SH   SOLE   4,582,305 0 143,935
PAYPAL HLDGS INC COM 70450Y103 107,324,605 544,712 SH   SOLE   544,712 0 0
PERFICIENT INC COM 71375U101 211,093 4,939 SH   SOLE   4,939 0 0
PERKINELMER INC COM 714046109 1,168,098,602 9,306,817 SH   SOLE   9,208,884 0 97,933
PHREESIA INC COM 71944F106 22,370,673 696,255 SH   SOLE   696,255 0 0
PINTEREST INC CL A 72352L106 291,484,797 7,022,038 SH   SOLE   7,022,038 0 0
POOL CORP COM 73278L105 216,544,731 647,291 SH   SOLE   631,267 0 16,024
PROTO LABS INC COM 743713109 305,620 2,360 SH   SOLE   2,360 0 0
QORVO INC COM 74736K101 34,940,552 270,836 SH   SOLE   270,836 0 0
QUALCOMM INC COM 747525103 48,874,858 415,320 SH   SOLE   415,320 0 0
REPLIGEN CORP COM 759916109 183,828,053 1,245,954 SH   SOLE   1,217,426 0 28,528
REPAY HLDGS CORP COM CL A 76029L100 419,616 17,856 SH   SOLE   17,856 0 0
RESONANT INC COM 76118L102 6,009,138 2,524,848 SH   SOLE   2,524,848 0 0
ROLLINS INC COM 775711104 286,831,843 5,293,077 SH   SOLE   5,149,124 0 143,953
SPS COMMERCE INC COM 78463M107 488,167 6,269 SH   SOLE   6,269 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 661,632,479 10,932,460 SH   SOLE   10,639,805 0 292,655
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9,559,411 28,213 SH   SOLE   28,213 0 0
SAIA INC COM 78709Y105 8,834,846 70,040 SH   SOLE   70,040 0 0
SALESFORCE COM INC COM 79466L302 431,768 1,718 SH   SOLE   1,718 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 25,024,089 1,011,892 SH   SOLE   1,011,892 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 25,027,086 163,672 SH   SOLE   163,672 0 0
SERVICE CORP INTL COM 817565104 541,707,532 12,842,758 SH   SOLE   12,510,777 0 331,981
SHAKE SHACK INC CL A 819047101 192,823,378 2,990,437 SH   SOLE   2,933,867 0 56,570
SHIFT4 PMTS INC CL A 82452J109 21,383,003 442,163 SH   SOLE   442,163 0 0
SHOTSPOTTER INC COM 82536T107 248,382 8,002 SH   SOLE   8,002 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 10,185,000 70,000 SH   SOLE   70,000 0 0
SMUCKER J M CO COM NEW 832696405 121,225,533 1,049,390 SH   SOLE   1,049,390 0 0
SOUTH ST CORP COM 840441109 31,892,538 662,358 SH   SOLE   662,358 0 0
SPROUT SOCIAL INC COM CL A 85209W109 455,840 11,840 SH   SOLE   11,840 0 0
STARBUCKS CORP COM 855244109 564,494 6,570 SH   SOLE   6,570 0 0
SUMMIT MATLS INC CL A 86614U100 445,025 26,906 SH   SOLE   26,906 0 0
SYNNEX CORP COM 87162W100 23,407,387 167,124 SH   SOLE   167,124 0 0
TJX COS INC NEW COM 872540109 121,066,297 2,175,495 SH   SOLE   1,941,037 0 234,458
TTM TECHNOLOGIES INC COM 87305R109 4,564,000 400,000 SH   SOLE   400,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 94,335,322 1,163,628 SH   SOLE   1,163,628 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 23,931,461 77,146 SH   SOLE   77,146 0 0
TELEFLEX INCORPORATED COM 879369106 9,929,030 29,167 SH   SOLE   28,933 0 234
TENABLE HLDGS INC COM 88025T102 172,233,658 4,562,481 SH   SOLE   4,471,514 0 90,967
THERMO FISHER SCIENTIFIC INC COM 883556102 160,340,196 363,155 SH   SOLE   319,568 0 43,587
TORO CO COM 891092108 529,743,473 6,310,226 SH   SOLE   6,151,989 0 158,237
TRACTOR SUPPLY CO COM 892356106 321,102,098 2,240,143 SH   SOLE   2,175,373 0 64,770
TRANSDIGM GROUP INC COM 893641100 11,730,238 24,689 SH   SOLE   24,689 0 0
TRANSUNION COM 89400J107 318,820,310 3,789,615 SH   SOLE   3,789,615 0 0
II-VI INC COM 902104108 10,140,000 250,000 SH   SOLE   250,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 33,073,464 94,886 SH   SOLE   94,886 0 0
ULTA BEAUTY INC COM 90384S303 590,201,635 2,635,064 SH   SOLE   2,543,309 0 91,755
VAIL RESORTS INC COM 91879Q109 493,479,867 2,306,304 SH   SOLE   2,249,054 0 57,250
VERISIGN INC COM 92343E102 17,168,888 83,812 SH   SOLE   83,812 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,461,750 75,000 SH   SOLE   75,000 0 0
VERTEX INC CL A 92538J106 362,710 15,770 SH   SOLE   15,770 0 0
VISA INC COM CL A 92826C839 8,294,156 41,477 SH   SOLE   41,477 0 0
WATERS CORP COM 941848103 110,234,371 563,340 SH   SOLE   487,930 0 75,410
WERNER ENTERPRISES INC COM 950755108 24,855,351 591,935 SH   SOLE   591,935 0 0
WEX INC COM 96208T104 14,536,957 104,605 SH   SOLE   104,605 0 0
WILLIAMS SONOMA INC COM 969904101 158,304,096 1,750,377 SH   SOLE   1,679,847 0 70,530
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 818,100 19,030 SH   SOLE   19,030 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 25,940,036 114,784 SH   SOLE   114,784 0 0
MIMECAST LTD ORD SHS G14838109 398,351 8,490 SH   SOLE   8,490 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 24,312,153 510,545 SH   SOLE   510,545 0 0
CLARIVATE PLC ORD SHS G21810109 810,272,442 26,146,255 SH   SOLE   25,184,265 0 961,990
IHS MARKIT LTD SHS G47567105 367,034,564 4,675,004 SH   SOLE   4,366,324 0 308,680
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,940,000 200,000 SH   SOLE   200,000 0 0
PENTAIR PLC SHS G7S00T104 14,832,180 324,059 SH   SOLE   324,059 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 62,949,111 1,459,182 SH   SOLE   1,339,794 0 119,388
SIGNET JEWELERS LIMITED SHS G81276100 151,057,104 8,077,920 SH   SOLE   8,077,920 0 0
STERIS PLC SHS USD G8473T100 241,243,577 1,369,224 SH   SOLE   1,302,258 0 66,966
GARMIN LTD SHS H2906T109 61,710,983 650,548 SH   SOLE   650,548 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,005,633 53,616 SH   SOLE   53,616 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 217,267 4,167 SH   SOLE   4,167 0 0