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
ACCOLADE INC COM 00437E102 37,753,041 867,886 SH   SOLE   867,886 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 224,619,077 2,687,474 SH   SOLE   2,604,395 0 83,079
AGILYSYS INC COM 00847J105 318,516 8,299 SH   SOLE   8,299 0 0
ALPHABET INC CAP STK CL C 02079K107 39,298,172 22,432 SH   SOLE   22,432 0 0
ALTAIR ENGR INC COM CL A 021369103 364,207 6,260 SH   SOLE   6,260 0 0
AMAZON COM INC COM 023135106 1,364,654 419 SH   SOLE   419 0 0
AMERICAN EXPRESS CO COM 025816109 1,169,321 9,671 SH   SOLE   9,671 0 0
AMPHENOL CORP NEW CL A 032095101 598,834,669 4,579,297 SH   SOLE   4,443,019 0 136,278
ANSYS INC COM 03662Q105 132,791,366 365,012 SH   SOLE   346,576 0 18,436
APOLLO GLOBAL MGMT INC COM CL A 03768E105 45,795,614 934,986 SH   SOLE   934,986 0 0
AUTODESK INC COM 052769106 117,203,232 383,845 SH   SOLE   383,845 0 0
BADGER METER INC COM 056525108 321,309 3,416 SH   SOLE   3,416 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 226,894 5,688 SH   SOLE   5,688 0 0
BIO-TECHNE CORP COM 09073M104 67,809,945 213,541 SH   SOLE   213,541 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 33,622,974 518,793 SH   SOLE   518,793 0 0
BROADCOM INC COM 11135F101 21,431,006 48,946 SH   SOLE   48,946 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 839,981 11,618 SH   SOLE   11,618 0 0
BROWN & BROWN INC COM 115236101 658,504,940 13,889,579 SH   SOLE   13,454,219 0 435,360
BUILDERS FIRSTSOURCE INC COM 12008R107 248,832,160 6,097,333 SH   SOLE   6,097,333 0 0
CDW CORP COM 12514G108 983,200,185 7,460,355 SH   SOLE   7,271,427 0 188,928
CANTEL MED CORP COM 138098108 792,543 10,050 SH   SOLE   10,050 0 0
CERIDIAN HCM HLDG INC COM 15677J108 667,377,608 6,262,928 SH   SOLE   6,075,797 0 187,131
CEVA INC COM 157210105 294,158 6,465 SH   SOLE   6,465 0 0
CHURCHILL CAP CORP II CL A 17143G106 20,076,630 1,939,771 SH   SOLE   1,939,771 0 0
CINCINNATI FINL CORP COM 172062101 795,970,144 9,110,337 SH   SOLE   8,852,444 0 257,893
COMCAST CORP NEW CL A 20030N101 90,437,160 1,725,900 SH Put SOLE   1,725,900 0 0
CONCENTRIX CORP COM 20602D101 37,201,905 376,919 SH   SOLE   376,919 0 0
COSTAR GROUP INC COM 22160N109 115,935,213 125,433 SH   SOLE   119,602 0 5,831
CREE INC COM 225447101 6,307,510 59,561 SH   SOLE   59,561 0 0
CRYOPORT INC COM PAR $0.001 229050307 18,947,077 431,793 SH   SOLE   431,793 0 0
DANAHER CORPORATION COM 235851102 127,886,664 575,703 SH   SOLE   575,703 0 0
DATA I O CORP COM 237690102 764,260 185,500 SH   SOLE   185,500 0 0
DATTO HLDG CORP COM 23821D100 65,028,690 2,408,470 SH   SOLE   2,408,470 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 361,295 8,344 SH   SOLE   8,344 0 0
EVO PMTS INC CL A COM 26927E104 412,659 15,278 SH   SOLE   15,278 0 0
ENDAVA PLC ADS 29260V105 260,873 3,399 SH   SOLE   3,399 0 0
ENERGY RECOVERY INC COM 29270J100 397,142 29,116 SH   SOLE   29,116 0 0
ENTEGRIS INC COM 29362U104 613,748,416 6,386,560 SH   SOLE   6,218,527 0 168,033
EQUINIX INC COM 29444U700 13,021,644 18,233 SH   SOLE   18,233 0 0
EVERBRIDGE INC COM 29978A104 615,562,205 4,129,350 SH   SOLE   4,002,785 0 126,565
EXPEDITORS INTL WASH INC COM 302130109 92,809,004 975,807 SH   SOLE   918,668 0 57,139
FACEBOOK INC CL A 30303M102 1,042,925 3,818 SH   SOLE   3,818 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 754,508,880 5,333,726 SH   SOLE   5,064,181 0 269,545
FIRST REP BK SAN FRANCISCO C COM 33616C100 673,632,028 4,584,714 SH   SOLE   4,440,041 0 144,673
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 57,148,689 754,239 SH   SOLE   754,239 0 0
FORMFACTOR INC COM 346375108 16,499,246 383,525 SH   SOLE   383,525 0 0
FORTIVE CORP COM 34959J108 180,637,600 2,550,658 SH   SOLE   2,550,658 0 0
GODADDY INC CL A 380237107 878,662,889 10,592,681 SH   SOLE   10,327,053 0 265,628
GOOSEHEAD INS INC COM CL A 38267D109 353,071 2,830 SH   SOLE   2,830 0 0
GRIFFON CORP COM 398433102 34,912,285 1,713,066 SH   SOLE   1,713,066 0 0
HEICO CORP NEW COM 422806109 37,564,925 283,723 SH   SOLE   251,610 0 32,113
HEICO CORP NEW CL A 422806208 28,344,089 242,133 SH   SOLE   242,133 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 288,554 13,695 SH   SOLE   13,695 0 0
HESKA CORP COM RESTRC NEW 42805E306 264,500 1,816 SH   SOLE   1,816 0 0
HILL ROM HLDGS INC COM 431475102 85,065,196 868,278 SH   SOLE   824,127 0 44,151
IDEXX LABS INC COM 45168D104 106,493,305 213,042 SH   SOLE   213,042 0 0
ILLUMINA INC COM 452327109 187,012,800 505,440 SH   SOLE   505,440 0 0
INTEL CORP COM 458140100 16,149,103 324,149 SH   SOLE   324,149 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 121,468,814 1,993,907 SH   SOLE   1,993,907 0 0
JACOBS ENGR GROUP INC COM 469814107 648,496,796 5,951,696 SH   SOLE   5,951,696 0 0
JOINT CORP COM 47973J102 409,682 15,601 SH   SOLE   15,601 0 0
KADANT INC COM 48282T104 256,020 1,816 SH   SOLE   1,816 0 0
KINSALE CAP GROUP INC COM 49714P108 586,381 2,930 SH   SOLE   2,930 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 292,568 10,666 SH   SOLE   10,666 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 74,018,281 889,429 SH   SOLE   889,429 0 0
LAUDER ESTEE COS INC CL A 518439104 32,176,515 120,878 SH   SOLE   120,878 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 97,226,476 4,841,956 SH   SOLE   4,841,956 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 378,865,305 5,156,033 SH   SOLE   5,010,955 0 145,078
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 17,068,173 608,491 SH   SOLE   608,491 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,001,562,190 3,527,000 SH   SOLE   3,435,075 0 91,925
MASTEC INC COM 576323109 95,533,611 1,401,197 SH   SOLE   1,401,197 0 0
MEREDITH CORP COM 589433101 79,589,933 4,145,309 SH   SOLE   4,145,309 0 0
MICROSOFT CORP COM 594918104 27,047,607 121,606 SH   SOLE   121,606 0 0
MODEL N INC COM 607525102 305,456 8,561 SH   SOLE   8,561 0 0
MOHAWK INDS INC COM 608190104 81,437,527 577,776 SH   SOLE   577,776 0 0
MOODYS CORP COM 615369105 1,178,084 4,059 SH   SOLE   4,059 0 0
MORGAN STANLEY COM NEW 617446448 154,744,098 2,258,049 SH   SOLE   2,258,049 0 0
MORNINGSTAR INC COM 617700109 517,768,984 2,235,907 SH   SOLE   2,174,708 0 61,199
NATIONAL RESH CORP COM NEW 637372202 284,715 6,660 SH   SOLE   6,660 0 0
NCINO INC COM 63947U107 278,272 3,843 SH   SOLE   3,843 0 0
PAYCHEX INC COM 704326107 607,430,263 6,518,891 SH   SOLE   6,328,874 0 190,017
PAYPAL HLDGS INC COM 70450Y103 27,530,444 117,551 SH   SOLE   117,551 0 0
PERFICIENT INC COM 71375U101 335,408 7,039 SH   SOLE   7,039 0 0
PERKINELMER INC COM 714046109 1,481,786,166 10,326,036 SH   SOLE   10,192,445 0 133,591
PHREESIA INC COM 71944F106 388,664 7,163 SH   SOLE   7,163 0 0
PINTEREST INC CL A 72352L106 51,136,818 775,976 SH   SOLE   775,976 0 0
POOL CORP COM 73278L105 330,488,333 887,217 SH   SOLE   860,843 0 26,374
PROTO LABS INC COM 743713109 298,516 1,946 SH   SOLE   1,946 0 0
QORVO INC COM 74736K101 104,630,884 629,283 SH   SOLE   629,283 0 0
QUALCOMM INC COM 747525103 123,106,106 808,101 SH   SOLE   808,101 0 0
REPLIGEN CORP COM 759916109 237,330,689 1,238,484 SH   SOLE   1,205,868 0 32,616
REPAY HLDGS CORP COM CL A 76029L100 388,558 14,259 SH   SOLE   14,259 0 0
RESONANT INC COM 76118L102 1,978,403 746,567 SH   SOLE   746,567 0 0
ROLLINS INC COM 775711104 239,807,448 6,137,892 SH   SOLE   5,933,770 0 204,122
SPS COMMERCE INC COM 78463M107 528,399 4,866 SH   SOLE   4,866 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 820,865,749 11,283,378 SH   SOLE   10,937,590 0 345,788
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6,974,871 16,610 SH   SOLE   16,610 0 0
SAIA INC COM 78709Y105 151,076,842 835,602 SH   SOLE   835,602 0 0
SERVICE CORP INTL COM 817565104 643,094,271 13,097,643 SH   SOLE   12,716,641 0 381,002
SHAKE SHACK INC CL A 819047101 233,318,206 2,752,043 SH   SOLE   2,688,579 0 63,464
SHOTSPOTTER INC COM 82536T107 299,715 7,950 SH   SOLE   7,950 0 0
SI BONE INC COM 825704109 306,027 10,235 SH   SOLE   10,235 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 84,675,340 553,868 SH   SOLE   553,868 0 0
SOTERA HEALTH CO COM 83601L102 19,392,644 706,729 SH   SOLE   706,729 0 0
SOUTH MTN MERGER CORP COM CL A 838884104 32,955,268 2,043,104 SH   SOLE   2,043,104 0 0
SOUTH ST CORP COM 840441109 149,244,769 2,064,243 SH   SOLE   2,064,243 0 0
SPROUT SOCIAL INC COM CL A 85209W109 220,602 4,858 SH   SOLE   4,858 0 0
SUMMIT MATLS INC CL A 86614U100 698,302 34,776 SH   SOLE   34,776 0 0
TJX COS INC NEW COM 872540109 49,422,497 723,715 SH   SOLE   723,715 0 0
TTM TECHNOLOGIES INC COM 87305R109 13,887,951 1,006,738 SH   SOLE   1,006,738 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 83,839,220 768,885 SH   SOLE   768,885 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 34,951,681 89,167 SH   SOLE   89,167 0 0
TENABLE HLDGS INC COM 88025T102 278,208,357 5,323,543 SH   SOLE   5,174,434 0 149,109
THERMO FISHER SCIENTIFIC INC COM 883556102 254,793,770 547,026 SH   SOLE   547,026 0 0
TORO CO COM 891092108 563,017,565 5,936,499 SH   SOLE   5,763,496 0 173,003
TRACTOR SUPPLY CO COM 892356106 492,779,854 3,505,334 SH   SOLE   3,401,895 0 103,439
TRANSUNION COM 89400J107 355,593,367 3,583,888 SH   SOLE   3,583,888 0 0
II-VI INC COM 902104108 22,396,654 294,848 SH   SOLE   294,848 0 0
ULTA BEAUTY INC COM 90384S303 586,206,127 2,041,392 SH   SOLE   1,989,475 0 51,917
VAIL RESORTS INC COM 91879Q109 491,838,839 1,763,116 SH   SOLE   1,697,859 0 65,257
VERISIGN INC COM 92343E102 27,210,785 125,743 SH   SOLE   125,743 0 0
VERTEX INC CL A 92538J106 614,824 17,642 SH   SOLE   17,642 0 0
VISA INC COM CL A 92826C839 12,308,812 56,274 SH   SOLE   56,274 0 0
WATERS CORP COM 941848103 155,202,607 627,284 SH   SOLE   627,284 0 0
WELBILT INC COM 949090104 16,927,310 1,282,372 SH   SOLE   1,282,372 0 0
WILLIAMS SONOMA INC COM 969904101 250,322,924 2,458,002 SH   SOLE   2,370,619 0 87,383
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,759,662 90,960 SH   SOLE   90,960 0 0
MIMECAST LTD ORD SHS G14838109 608,756 10,710 SH   SOLE   10,710 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 23,179,023 469,211 SH   SOLE   469,211 0 0
CLARIVATE PLC ORD SHS G21810109 1,109,376,302 37,340,165 SH   SOLE   35,674,570 0 1,665,595
IHS MARKIT LTD SHS G47567105 379,641,702 4,226,224 SH   SOLE   3,993,387 0 232,837
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 332,782,649 6,309,872 SH   SOLE   5,772,789 0 537,083
SIGNET JEWELERS LIMITED SHS G81276100 233,040,966 8,545,690 SH   SOLE   8,545,690 0 0
STERIS PLC SHS USD G8473T100 211,241,193 1,114,494 SH   SOLE   1,047,949 0 66,545
CHUBB LIMITED COM H1467J104 32,345,826 210,147 SH   SOLE   210,147 0 0
GARMIN LTD SHS H2906T109 78,597,953 656,844 SH   SOLE   656,844 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 244,982 3,470 SH   SOLE   3,470 0 0