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
ABIOMED INC COM 003654100 7,258 22,386 SH   SOLE   22,386 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,249 61,177 SH   SOLE   61,177 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,319 13,697 SH   SOLE   13,697 0 0
AMERICAN EXPRESS CO COM 025816109 7,191 59,478 SH   SOLE   59,478 0 0
ANSYS INC COM 03662Q105 66,892 183,870 SH   SOLE   183,870 0 0
ASPEN TECHNOLOGY INC COM 045327103 7,125 54,706 SH   SOLE   54,706 0 0
BOOKING HOLDINGS INC COM 09857L108 7,163 3,216 SH   SOLE   3,216 0 0
BROWN FORMAN CORP CL B 115637209 7,250 91,276 SH   SOLE   91,276 0 0
CAE INC COM 124765108 7,181 259,975 SH   SOLE   259,975 0 0
CARMAX INC COM 143130102 7,337 77,670 SH   SOLE   77,670 0 0
CATALENT INC COM 148806102 7,243 69,596 SH   SOLE   69,596 0 0
CLOROX CO DEL COM 189054109 7,213 35,722 SH   SOLE   35,722 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,209 32,911 SH   SOLE   32,911 0 0
COSTAR GROUP INC COM 22160N109 7,176 7,764 SH   SOLE   7,764 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 7,208 44,606 SH   SOLE   44,606 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 7,185 73,976 SH   SOLE   73,976 0 0
DOMINOS PIZZA INC COM 25754A201 7,160 18,672 SH   SOLE   18,672 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,309 80,116 SH   SOLE   80,116 0 0
ELECTRONIC ARTS INC COM 285512109 7,242 50,429 SH   SOLE   50,429 0 0
ENTEGRIS INC COM 29362U104 7,226 75,188 SH   SOLE   75,188 0 0
LAUDER ESTEE COS INC CL A 518439104 7,208 27,080 SH   SOLE   27,080 0 0
FACTSET RESH SYS INC COM 303075105 7,271 21,869 SH   SOLE   21,869 0 0
FASTENAL CO COM 311900104 22,804 467,002 SH   SOLE   467,002 0 0
FORTINET INC COM 34959E109 27,890 187,771 SH   SOLE   187,771 0 0
GARTNER INC COM 366651107 7,256 45,295 SH   SOLE   45,295 0 0
GRACO INC COM 384109104 7,196 99,455 SH   SOLE   99,455 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 73,080 633,882 SH   SOLE   633,882 0 0
INTUIT COM 461202103 7,193 18,937 SH   SOLE   18,937 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,136 8,723 SH   SOLE   8,723 0 0
IPG PHOTONICS CORP COM 44980X109 7,168 32,028 SH   SOLE   32,028 0 0
IQVIA HLDGS INC COM 46266C105 25,827 144,146 SH   SOLE   144,146 0 0
ISHARES TR MSCI ACWI ETF 464288257 1,004 11,067 SH   SOLE   11,067 0 0
JD.COM INC SPON ADR CL A 47215P106 7,135 81,173 SH   SOLE   81,173 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,077 96,307 SH   SOLE   96,307 0 0
MARKEL CORP COM 570535104 23,540 22,781 SH   SOLE   22,781 0 0
MARKETAXESS HLDGS INC COM 57060D108 7,287 12,772 SH   SOLE   12,772 0 0
MASIMO CORP COM 574795100 7,205 26,845 SH   SOLE   26,845 0 0
MATCH GROUP INC NEW COM 57667L107 7,141 47,234 SH   SOLE   47,234 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,261 75,948 SH   SOLE   75,948 0 0
MERCADOLIBRE INC COM 58733R102 7,034 4,199 SH   SOLE   4,199 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,148 6,272 SH   SOLE   6,272 0 0
MOODYS CORP COM 615369105 7,336 25,275 SH   SOLE   25,275 0 0
MSCI INC COM 55354G100 24,368 54,572 SH   SOLE   54,572 0 0
PAYCHEX INC COM 704326107 7,263 77,942 SH   SOLE   77,942 0 0
PERKINELMER INC COM 714046109 28,556 198,994 SH   SOLE   198,994 0 0
POOL CORP COM 73278L105 7,283 19,553 SH   SOLE   19,553 0 0
RESMED INC COM 761152107 65,863 309,856 SH   SOLE   309,856 0 0
S&P GLOBAL INC COM 78409V104 7,224 21,975 SH   SOLE   21,975 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 27,795 527,025 SH   SOLE   527,025 0 0
SERVICE CORP INTL COM 817565104 7,261 147,892 SH   SOLE   147,892 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,212 47,174 SH   SOLE   47,174 0 0
STARBUCKS CORP COM 855244109 7,180 67,113 SH   SOLE   67,113 0 0
STONECO LTD COM CL A G85158106 7,240 86,276 SH   SOLE   86,276 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,174 15,402 SH   SOLE   15,402 0 0
TRADEWEB MKTS INC CL A 892672106 7,283 116,623 SH   SOLE   116,623 0 0
TRANSUNION COM 89400J107 7,224 72,806 SH   SOLE   72,806 0 0
TRIMBLE INC COM 896239100 7,229 108,271 SH   SOLE   108,271 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,337 217,526 SH   SOLE   217,526 0 0
TYLER TECHNOLOGIES INC COM 902252105 7,309 16,743 SH   SOLE   16,743 0 0
ULTA BEAUTY INC COM 90384S303 7,347 25,585 SH   SOLE   25,585 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,142 31,078 SH   SOLE   31,078 0 0
VERISIGN INC COM 92343E102 24,326 112,412 SH   SOLE   112,412 0 0
VERISK ANALYTICS INC COM 92345Y106 7,245 34,899 SH   SOLE   34,899 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,294 30,864 SH   SOLE   30,864 0 0
WABTEC COM 929740108 7,261 99,194 SH   SOLE   99,194 0 0
WATSCO INC COM 942622200 7,141 31,520 SH   SOLE   31,520 0 0