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
AERCAP HOLDINGS NV CS N00985106 11,285 247,580 SH   SOLE   201,691 0 45,889
ALPHABET INC CAP STK CL A CS 02079K305 42,502 24,250 SH   SOLE   17,620 0 6,630
AMERICAN CAMPUS CMNTYS INC CS 024835100 1,993 46,594 SH   SOLE   19,968 0 26,626
AON PLC SHS CL A CS G0403H108 269 1,272 SH   SOLE   1,272 0 0
APTIV PLC CS G6095L109 51,448 394,870 SH   SOLE   295,184 0 99,686
AUTODESK INC CS 052769106 204 667 SH   SOLE   667 0 0
BALL CORP CS 058498106 27,116 291,002 SH   SOLE   206,290 0 84,712
BIO TECHNE CORP CS 09073M104 1,431 4,505 SH   SOLE   350 0 4,155
BROWN FORMAN CORP CS 115637209 6,020 75,787 SH   SOLE   2,575 0 73,212
CATALENT INC CS 148806102 46,413 445,977 SH   SOLE   333,524 0 112,453
CLARIVATE ANALYTICS PLC CS G21810109 48,934 1,647,052 SH   SOLE   1,221,070 0 425,982
CME GROUP INC CS 12572Q105 289 1,585 SH   SOLE   0 0 1,585
CROWN HOLDINGS INC CS 228368106 274 2,735 SH   SOLE   2,735 0 0
DANAHER CORP DEL CS 235851102 58,950 265,375 SH   SOLE   194,684 0 70,691
DANAHER CORPORATION MND CON PF PFD 235851300 1,471 969 SH   SOLE   409 0 560
DOCUSIGN INC COM CS 256163106 3,548 15,962 SH   SOLE   550 0 15,412
ELANCO ANIMAL HEALTH INC CS 28414H202 1,491 30,529 SH   SOLE   14,002 0 16,527
ELANCO ANIMAL HEALTH INC COM CS 28414H103 286 9,325 SH   SOLE   9,325 0 0
EQUINIX INC CS 29444U700 693 971 SH   SOLE   971 0 0
FACEBOOK INC CS 30303M102 37,277 136,467 SH   SOLE   97,015 0 39,452
FISERV INC CS 337738108 27,022 237,328 SH   SOLE   186,287 0 51,041
FLEX LTD ORD CS Y2573F102 1,080 60,061 SH   SOLE   0 0 60,061
GRACO INC CS 384109104 6,757 93,400 SH   SOLE   3,700 0 89,700
GUIDEWIRE SOFTWARE INC CS 40171V100 369 2,868 SH   SOLE   2,868 0 0
HALOZYME THERAPEUTICS INC CS 40637H109 49,709 1,163,881 SH   SOLE   759,343 0 404,538
HEXCEL CORP NEW CS 428291108 642 13,250 SH   SOLE   4,312 0 8,938
HOWMET AEROSPACE INC COM CS 443201108 458 16,032 SH   SOLE   16,032 0 0
INTUIT CS 461202103 23,954 63,062 SH   SOLE   44,692 0 18,370
IQVIA HLDGS INC COM CS 46266C105 56,470 315,175 SH   SOLE   229,903 0 85,272
ISHARES TR US PFD STK IDX ETF 464288687 274 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103 8,497 64,327 SH   SOLE   4,577 0 59,750
KLA-TENCOR CORP CS 482480100 4,259 16,450 SH   SOLE   510 0 15,940
MARTIN MARIETTA MATLS INC CS 573284106 8,946 31,505 SH   SOLE   24,700 0 6,805
MICROSOFT CORP CS 594918104 52,767 237,239 SH   SOLE   177,044 0 60,195
MOODYS CORP CS 615369105 3,156 10,875 SH   SOLE   475 0 10,400
NEW YORK TIMES CO CS 650111107 35,046 676,958 SH   SOLE   526,602 0 150,356
PALO ALTO NETWORKS INC CS 697435105 56,667 159,449 SH   SOLE   117,422 0 42,027
PAYPAL HLDGS INC CS 70450Y103 38,541 164,563 SH   SOLE   120,734 0 43,829
PROGRESSIVE CORP OHIO CS 743315103 30,700 310,478 SH   SOLE   217,737 0 92,741
PTC INC CS 69370C100 416 3,478 SH   SOLE   3,478 0 0
SALESFORCE COM INC CS 79466L302 39,342 176,793 SH   SOLE   128,673 0 48,120
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 1,231 21,152 SH   SOLE   10,394 0 10,758
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 1,252 20,170 SH   SOLE   9,911 0 10,259
SHERWIN WILLIAMS CO CS 824348106 40,772 55,479 SH   SOLE   40,807 0 14,672
SOUTHWEST AIRLS CO CS 844741108 34,855 747,807 SH   SOLE   563,546 0 184,261
SPDR TR UNIT SER 1 ETF 78462F103 203 542 SH   SOLE   542 0 0
STARBUCKS CORP CS 855244109 44,164 412,828 SH   SOLE   295,479 0 117,349
SVB FINL GROUP CS 78486Q101 18,687 48,183 SH   SOLE   37,747 0 10,436
THOR INDS INC CS 885160101 3,954 42,520 SH   SOLE   2,830 0 39,690
TJX COS INC CS 872540109 4,640 67,950 SH   SOLE   2,950 0 65,000
TWITTER INC CS 90184L102 37,319 689,179 SH   SOLE   501,336 0 187,843
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 1,133 20,954 SH   SOLE   9,994 0 10,960
VISA INC CS 92826C839 51,332 234,683 SH   SOLE   174,001 0 60,682
WELLS FARGO AND CO NEW CS 949746101 53,186 1,762,285 SH   SOLE   1,275,948 0 486,337