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 19,905 338,867 SH   SOLE   271,648 0 67,219
ALPHABET INC CAP STK CL A CS 02079K305 51,093 24,772 SH   SOLE   17,674 0 7,098
AMAZON COM INC CS 023135106 54,728 17,688 SH   SOLE   12,605 0 5,083
AMERICAN CAMPUS CMNTYS INC CS 024835100 2,134 49,430 SH   SOLE   22,804 0 26,626
AON PLC SHS CL A CS G0403H108 223 968 SH   SOLE   968 0 0
APTIV PLC CS G6095L109 54,308 393,823 SH   SOLE   287,810 0 106,013
BALL CORP CS 058498106 18,514 218,486 SH   SOLE   172,436 0 46,050
BIO TECHNE CORP CS 09073M104 1,692 4,430 SH   SOLE   350 0 4,080
BROWN FORMAN CORP CS 115637209 4,146 60,112 SH   SOLE   2,575 0 57,537
CATALENT INC CS 148806102 48,383 459,433 SH   SOLE   332,501 0 126,932
CLARIVATE ANALYTICS PLC CS G21810109 475 18,003 SH   SOLE   18,003 0 0
CROWN HOLDINGS INC CS 228368106 265 2,735 SH   SOLE   2,735 0 0
DANAHER CORP DEL CS 235851102 60,181 267,376 SH   SOLE   191,732 0 75,644
DISNEY WALT CO CS 254687106 37,534 203,416 SH   SOLE   141,781 0 61,635
DOCUSIGN INC COM CS 256163106 2,942 14,534 SH   SOLE   550 0 13,984
ELANCO ANIMAL HEALTH INC CS 28414H202 1,324 28,859 SH   SOLE   12,332 0 16,527
ELANCO ANIMAL HEALTH INC COM CS 28414H103 233 7,912 SH   SOLE   7,912 0 0
EQUINIX INC CS 29444U700 458 674 SH   SOLE   674 0 0
FISERV INC CS 337738108 28,007 235,270 SH   SOLE   187,303 0 47,967
GRACO INC CS 384109104 5,667 79,125 SH   SOLE   3,700 0 75,425
HALOZYME THERAPEUTICS INC CS 40637H109 56,415 1,353,208 SH   SOLE   913,593 0 439,615
HEXCEL CORP NEW CS 428291108 655 11,701 SH   SOLE   2,763 0 8,938
HOWMET AEROSPACE INC COM CS 443201108 358 11,150 SH   SOLE   11,150 0 0
INTUIT CS 461202103 31,580 82,441 SH   SOLE   59,048 0 23,393
IQVIA HLDGS INC COM CS 46266C105 61,216 316,952 SH   SOLE   228,786 0 88,166
ISHARES TR US PFD STK IDX ETF 464288687 273 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103 5,789 40,367 SH   SOLE   3,636 0 36,731
LULULEMON ATHLETICA INC CS 550021109 42,283 137,859 SH   SOLE   97,394 0 40,465
MARTIN MARIETTA MATLS INC CS 573284106 41,908 124,793 SH   SOLE   88,166 0 36,627
MICROSOFT CORP CS 594918104 59,512 252,417 SH   SOLE   184,714 0 67,703
NEW YORK TIMES CO CS 650111107 447 8,827 SH   SOLE   8,827 0 0
NVIDIA CORP CS 67066G104 27,649 51,784 SH   SOLE   36,295 0 15,489
PALO ALTO NETWORKS INC CS 697435105 46,010 142,861 SH   SOLE   102,187 0 40,674
PAYPAL HLDGS INC CS 70450Y103 48,437 199,462 SH   SOLE   141,025 0 58,437
PROGRESSIVE CORP OHIO CS 743315103 25,638 268,147 SH   SOLE   195,254 0 72,893
PTC INC CS 69370C100 479 3,478 SH   SOLE   3,478 0 0
SALESFORCE COM INC CS 79466L302 49,309 232,734 SH   SOLE   167,837 0 64,897
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 1,255 22,248 SH   SOLE   11,490 0 10,758
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 1,296 21,195 SH   SOLE   10,936 0 10,259
SHERWIN WILLIAMS CO CS 824348106 42,061 56,992 SH   SOLE   41,546 0 15,446
SOUTHWEST AIRLS CO CS 844741108 62,480 1,023,259 SH   SOLE   709,960 0 313,299
SVB FINL GROUP CS 78486Q101 15,159 30,707 SH   SOLE   24,166 0 6,541
TWITTER INC CS 90184L102 35,343 555,442 SH   SOLE   404,024 0 151,418
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 1,239 23,206 SH   SOLE   12,246 0 10,960
VISA INC CS 92826C839 374 1,765 SH   SOLE   1,765 0 0
WELLS FARGO AND CO NEW CS 949746101 72,676 1,860,146 SH   SOLE   1,271,156 0 588,990