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 2,243,692 20,492,206 SH   SOLE   20,492,206 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,033,341 7,784,316 SH   SOLE   7,784,316 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,951,169 5,900,921 SH   SOLE   5,900,921 0 0
ALARM COM HLDGS INC COM 011642105 11,823 114,284 SH   SOLE   114,284 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 282,855 1,215,380 SH   SOLE   1,215,380 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,389,021 2,599,314 SH   SOLE   2,599,314 0 0
ALPHABET INC CAP STK CL C 02079K107 3,008,922 1,717,539 SH   SOLE   1,717,539 0 0
ALPHABET INC CAP STK CL A 02079K305 809,723 462,002 SH   SOLE   462,002 0 0
ALTAIR ENGR INC COM CL A 021369103 4,797 82,459 SH   SOLE   82,459 0 0
AMN HEALTHCARE SVCS INC COM 001744101 5,365 78,615 SH   SOLE   78,615 0 0
AON PLC SHS CL A G0403H108 79,713 377,305 SH   SOLE   377,305 0 0
APPFOLIO INC COM CL A 03783C100 11,391 63,271 SH   SOLE   63,271 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,191 16,819 SH   SOLE   16,819 0 0
AUTODESK INC COM 052769106 1,954,801 6,402,047 SH   SOLE   6,402,047 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 68,679 389,776 SH   SOLE   389,776 0 0
BLACKLINE INC COM 09239B109 11,192 83,910 SH   SOLE   83,910 0 0
CDW CORP COM 12514G108 1,913 14,518 SH   SOLE   14,518 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 44,982 338,437 SH   SOLE   338,437 0 0
COPART INC COM 217204106 2,094 16,458 SH   SOLE   16,458 0 0
DOLLAR GEN CORP NEW COM 256677105 1,218,918 5,796,091 SH   SOLE   5,796,091 0 0
DYNATRACE INC COM NEW 268150109 3,003 69,407 SH   SOLE   69,407 0 0
ENDAVA PLC ADS 29260V105 6,629 86,376 SH   SOLE   86,376 0 0
ENVESTNET INC COM 29404K106 5,594 67,983 SH   SOLE   67,983 0 0
ETSY INC COM 29786A106 13,202 74,205 SH   SOLE   74,205 0 0
EURONET WORLDWIDE INC COM 298736109 7,417 51,179 SH   SOLE   51,179 0 0
EXPONENT INC COM 30214U102 9,560 106,191 SH   SOLE   106,191 0 0
FACEBOOK INC CL A 30303M102 3,365,465 12,320,489 SH   SOLE   12,320,489 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 8,867 95,497 SH   SOLE   95,497 0 0
FOX FACTORY HLDG CORP COM 35138V102 10,398 98,363 SH   SOLE   98,363 0 0
GARTNER INC COM 366651107 1,012,386 6,319,907 SH   SOLE   6,319,907 0 0
GENERAC HLDGS INC COM 368736104 2,673 11,756 SH   SOLE   11,756 0 0
GLOBANT S A COM L44385109 13,171 60,525 SH   SOLE   60,525 0 0
GOOSEHEAD INS INC COM CL A 38267D109 9,661 77,433 SH   SOLE   77,433 0 0
HEICO CORP NEW COM 422806109 1,737 13,117 SH   SOLE   13,117 0 0
HELEN OF TROY LTD COM G4388N106 7,330 32,989 SH   SOLE   32,989 0 0
HOULIHAN LOKEY INC CL A 441593100 7,014 104,335 SH   SOLE   104,335 0 0
ICON PLC SHS G4705A100 121,608 623,697 SH   SOLE   623,697 0 0
ILLUMINA INC COM 452327109 861,463 2,328,278 SH   SOLE   2,328,278 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 825,939 1,009,582 SH   SOLE   1,009,582 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 15,263 63,295 SH   SOLE   63,295 0 0
ISHARES TR MSCI ACWI EX US 464288240 3,568 67,261 SH   SOLE   67,261 0 0
ISHARES TR MSCI ACWI ETF 464288257 1,058 11,658 SH   SOLE   11,658 0 0
LAUDER ESTEE COS INC CL A 518439104 43,286 162,612 SH   SOLE   162,612 0 0
LENDINGTREE INC NEW COM 52603B107 4,645 16,965 SH   SOLE   16,965 0 0
MALIBU BOATS INC COM CL A 56117J100 4,516 72,325 SH   SOLE   72,325 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,063,155 5,780,117 SH   SOLE   5,780,117 0 0
MEDPACE HLDGS INC COM 58506Q109 9,418 67,656 SH   SOLE   67,656 0 0
MEDTRONIC PLC SHS G5960L103 95,582 815,961 SH   SOLE   815,961 0 0
MICROSOFT CORP COM 594918104 3,371,503 15,158,274 SH   SOLE   15,158,274 0 0
MSCI INC COM 55354G100 813,348 1,821,485 SH   SOLE   1,821,485 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 97,918 526,979 SH   SOLE   526,979 0 0
NIKE INC CL B 654106103 1,032,547 7,298,700 SH   SOLE   7,298,700 0 0
ORACLE CORP COM 68389X105 774 11,968 SH   SOLE   11,968 0 0
PAYLOCITY HLDG CORP COM 70438V106 5,874 28,529 SH   SOLE   28,529 0 0
PAYPAL HLDGS INC COM 70450Y103 1,863,693 7,957,698 SH   SOLE   7,957,698 0 0
QUALYS INC COM 74758T303 6,533 53,607 SH   SOLE   53,607 0 0
REGENERON PHARMACEUTICALS COM 75886F107 967,575 2,002,804 SH   SOLE   2,002,804 0 0
REVOLVE GROUP INC CL A 76156B107 8,439 270,747 SH   SOLE   270,747 0 0
SALESFORCE COM INC COM 79466L302 1,567,172 7,042,522 SH   SOLE   7,042,522 0 0
SAP SE SPON ADR 803054204 85,515 655,840 SH   SOLE   655,840 0 0
SERVICENOW INC COM 81762P102 1,791,501 3,254,730 SH   SOLE   3,254,730 0 0
SIMULATIONS PLUS INC COM 829214105 6,432 89,429 SH   SOLE   89,429 0 0
STARBUCKS CORP COM 855244109 1,476,635 13,802,906 SH   SOLE   13,802,906 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 343 17,834 SH   SOLE   17,834 0 0
TREX CO INC COM 89531P105 8,741 104,405 SH   SOLE   104,405 0 0
UNILEVER PLC SPON ADR NEW 904767704 40,895 677,517 SH   SOLE   677,517 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,218,160 3,473,709 SH   SOLE   3,473,709 0 0
VISA INC COM CL A 92826C839 2,101,721 9,608,745 SH   SOLE   9,608,745 0 0
WD-40 CO COM 929236107 9,468 35,635 SH   SOLE   35,635 0 0
WINGSTOP INC COM 974155103 10,151 76,580 SH   SOLE   76,580 0 0
YETI HLDGS INC COM 98585X104 7,222 105,483 SH   SOLE   105,483 0 0
ZOETIS INC CL A 98978V103 1,877,250 11,342,900 SH   SOLE   11,342,900 0 0