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
3M CO Ordinary Shares 88579Y101 2,829 14,241 SH   SOLE   14,241 0 0
ACTIVISION BLIZZARD INC Ordinary Shares 00507V109 1,773 18,577 SH   SOLE   18,577 0 0
ADOBE INC Ordinary Shares 00724F101 6,712 11,461 SH   SOLE   11,461 0 0
AFLAC INC Ordinary Shares 001055102 899 16,757 SH   SOLE   16,757 0 0
AIRBNB INC CL A Ordinary Shares 009066101 2,356 15,382 SH   SOLE   15,382 0 0
ALARM COM HOLDINGS INC Ordinary Shares 011642105 19,774 233,456 SH   SOLE   233,456 0 0
ALIBABA GROUP HOLDING LTD A D R American Depository Receipts 01609W102 13,607 60,000 SH   SOLE   60,000 0 0
ALIGN TECHNOLOGY INC Ordinary Shares 016255101 1,204 1,971 SH   SOLE   1,971 0 0
ALPHABET INC CL C Ordinary Shares 02079K107 63,964 25,521 SH   SOLE   25,521 0 0
AMAZON COM INC Ordinary Shares 023135106 82,285 23,919 SH   SOLE   23,919 0 0
AMERICAN TOWER CORP Ordinary Shares 03027X100 15,148 56,073 SH   SOLE   56,073 0 0
AMGEN INC Ordinary Shares 031162100 3,449 14,149 SH   SOLE   14,149 0 0
ANSYS INC Ordinary Shares 03662Q105 2,776 8,000 SH   SOLE   8,000 0 0
APPLE INC Ordinary Shares 037833100 55,115 402,416 SH   SOLE   402,416 0 0
ATLASSIAN CORP PLC CLASS A Ordinary Shares G06242104 32,364 126,000 SH   SOLE   126,000 0 0
AUTODESK INC Ordinary Shares 052769106 1,532 5,250 SH   SOLE   5,250 0 0
AVALARA INC Ordinary Shares 05338G106 14,400 89,000 SH   SOLE   89,000 0 0
AXON ENTERPRISE INC Ordinary Shares 05464C101 51,461 291,068 SH   SOLE   291,068 0 0
BECTON DICKINSON AND CO Ordinary Shares 075887109 1,739 7,150 SH   SOLE   7,150 0 0
BERKSHIRE HATHAWAY INC CL B Ordinary Shares 084670702 15,786 56,799 SH   SOLE   56,799 0 0
BIOGEN, INC Ordinary Shares 09062X103 1,430 4,129 SH   SOLE   4,129 0 0
BOOKING HOLDINGS INC Ordinary Shares 09857L108 2,306 1,054 SH   SOLE   1,054 0 0
BRISTOL MYERS SQUIBB CO Ordinary Shares 110122108 3,741 55,982 SH   SOLE   55,982 0 0
BROADCOM INC Ordinary Shares 11135F101 4,759 9,981 SH   SOLE   9,981 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC Ordinary Shares 11133T103 8,884 55,000 SH   SOLE   55,000 0 0
BROOKFIELD ASSET MANAGE CL A Ordinary Shares 112585104 20,392 400,000 SH   SOLE   400,000 0 0
BROWN & BROWN INC Ordinary Shares 115236101 10,628 200,000 SH   SOLE   200,000 0 0
CADENCE DESIGN SYS INC Ordinary Shares 127387108 911 6,656 SH   SOLE   6,656 0 0
CARDLYTICS INC Ordinary Shares 14161W105 25,432 200,365 SH   SOLE   200,365 0 0
CHEWY INC CLASS A Ordinary Shares 16679L109 788 9,889 SH   SOLE   9,889 0 0
CHIPOTLE MEXICAN GRILL INC Ordinary Shares 169656105 1,008 650 SH   SOLE   650 0 0
CINTAS CORP Ordinary Shares 172908105 947 2,479 SH   SOLE   2,479 0 0
CLOUDFLARE INC CLASS A Ordinary Shares 18915M107 770 7,274 SH   SOLE   7,274 0 0
CME GROUP INC Ordinary Shares 12572Q105 1,933 9,091 SH   SOLE   9,091 0 0
COGNEX CORP Ordinary Shares 192422103 6,304 75,000 SH   SOLE   75,000 0 0
COGNIZANT TECH SOLUTIONS CL A Ordinary Shares 192446102 919 13,274 SH   SOLE   13,274 0 0
COMCAST CORP CLASS A Ordinary Shares 20030N101 13,400 235,000 SH   SOLE   235,000 0 0
COOPER COS INC Ordinary Shares 216648402 14,028 35,400 SH   SOLE   35,400 0 0
COPART INC Ordinary Shares 217204106 771 5,846 SH   SOLE   5,846 0 0
CORNING INC Ordinary Shares 219350105 836 20,446 SH   SOLE   20,446 0 0
COSTAR GROUP INC Ordinary Shares 22160N109 881 10,634 SH   SOLE   10,634 0 0
COSTCO WHSL CORP Ordinary Shares 22160K105 13,324 33,675 SH   SOLE   33,675 0 0
CROWDSTRIKE HOLDINGS INC A Ordinary Shares 22788C105 1,319 5,248 SH   SOLE   5,248 0 0
CROWN CASTLE INTL CORP Ordinary Shares 22822V101 2,099 10,761 SH   SOLE   10,761 0 0
CUMMINS INC Ordinary Shares 231021106 867 3,554 SH   SOLE   3,554 0 0
CVS HEALTH CORP Ordinary Shares 126650100 2,756 33,034 SH   SOLE   33,034 0 0
DATADOG INCCLASS A Ordinary Shares 23804L103 770 7,401 SH   SOLE   7,401 0 0
DEXCOM INC Ordinary Shares 252131107 1,020 2,388 SH   SOLE   2,388 0 0
DISCOVER FINL SVCS Ordinary Shares 254709108 892 7,538 SH   SOLE   7,538 0 0
DOCUSIGN INC Ordinary Shares 256163106 1,282 4,584 SH   SOLE   4,584 0 0
E BAY INC Ordinary Shares 278642103 1,094 15,585 SH   SOLE   15,585 0 0
ECOLAB INC Ordinary Shares 278865100 1,497 7,266 SH   SOLE   7,266 0 0
EDITAS MEDICINE INC Ordinary Shares 28106W103 3,055 53,943 SH   SOLE   53,943 0 0
ELECTRONIC ARTS INC Ordinary Shares 285512109 1,004 6,977 SH   SOLE   6,977 0 0
EQUINIX INC Ordinary Shares 29444U700 17,885 22,284 SH   SOLE   22,284 0 0
EVERBRIDGE INC Ordinary Shares 29978A104 32,429 238,306 SH   SOLE   238,306 0 0
FACEBOOK INC CLASS A Ordinary Shares 30303M102 23,303 67,018 SH   SOLE   67,018 0 0
FASTENAL CO Ordinary Shares 311900104 22,958 441,500 SH   SOLE   441,500 0 0
FED EX CORP Ordinary Shares 31428X106 1,951 6,540 SH   SOLE   6,540 0 0
FORTINET INC Ordinary Shares 34959E109 955 4,009 SH   SOLE   4,009 0 0
FOX FACTORY HOLDING CORP Ordinary Shares 35138V102 6,688 42,968 SH   SOLE   42,968 0 0
FRONTDOOR INC Ordinary Shares 35905A109 2,664 53,471 SH   SOLE   53,471 0 0
GENTEX CORP Ordinary Shares 371901109 9,927 300,000 SH   SOLE   300,000 0 0
GILEAD SCIENCES INC Ordinary Shares 375558103 2,116 30,723 SH   SOLE   30,723 0 0
GLOBUS MED INCA Ordinary Shares 379577208 6,367 82,124 SH   SOLE   82,124 0 0
GOOSEHEAD INSURANCE INC A Ordinary Shares 38267D109 6,786 53,304 SH   SOLE   53,304 0 0
HCA HEALTHCARE INC Ordinary Shares 40412C101 1,722 8,328 SH   SOLE   8,328 0 0
HDFC BANK LTD A D R American Depository Receipts 40415F101 15,406 210,700 SH   SOLE   210,700 0 0
HEALTHEQUITY INC Ordinary Shares 42226A107 14,943 185,679 SH   SOLE   185,679 0 0
HESKA CORP Ordinary Shares 42805E306 14,920 64,947 SH   SOLE   64,947 0 0
HOME DEPOT INC Ordinary Shares 437076102 8,109 25,430 SH   SOLE   25,430 0 0
HOWARD HUGHES CORP Ordinary Shares 44267D107 5,683 58,314 SH   SOLE   58,314 0 0
ICON PLC Ordinary Shares G4705A100 16,537 80,000 SH   SOLE   80,000 0 0
IDEXX LABS INC Ordinary Shares 45168D104 1,284 2,033 SH   SOLE   2,033 0 0
ILLUMINA INC Ordinary Shares 452327109 1,667 3,523 SH   SOLE   3,523 0 0
INTEL CORP Ordinary Shares 458140100 5,663 100,878 SH   SOLE   100,878 0 0
INTERCONTINENTAL EXCHANGE IN Ordinary Shares 45866F104 1,596 13,442 SH   SOLE   13,442 0 0
INTUIT INC Ordinary Shares 461202103 3,251 6,632 SH   SOLE   6,632 0 0
INTUITIVE SURGICAL INC Ordinary Shares 46120E602 2,631 2,861 SH   SOLE   2,861 0 0
IPG PHOTONICS CORP Ordinary Shares 44980X109 10,433 49,500 SH   SOLE   49,500 0 0
JOHN BEAN TECHNOLOGIES CORP Ordinary Shares 477839104 5,791 40,602 SH   SOLE   40,602 0 0
JONES LANG LASALLE INC Ordinary Shares 48020Q107 30,310 155,069 SH   SOLE   155,069 0 0
KINDER MORGAN INC Ordinary Shares 49456B101 1,034 56,740 SH   SOLE   56,740 0 0
LAM RESEARCH CORP Ordinary Shares 512807108 2,207 3,391 SH   SOLE   3,391 0 0
LANDSTAR SYS INC Ordinary Shares 515098101 4,262 26,970 SH   SOLE   26,970 0 0
LCI INDUSTRIES Ordinary Shares 50189K103 8,597 65,414 SH   SOLE   65,414 0 0
MARKEL CORP Ordinary Shares 570535104 10,562 8,900 SH   SOLE   8,900 0 0
MARRIOTT INTL INC Ordinary Shares 571903202 1,156 8,467 SH   SOLE   8,467 0 0
MASTERCARD INC Ordinary Shares 57636Q104 40,532 111,018 SH   SOLE   111,018 0 0
MATCH GROUP INC NEW Ordinary Shares 57667L107 1,041 6,453 SH   SOLE   6,453 0 0
MEDTRONIC PLC Ordinary Shares G5960L103 25,480 205,272 SH   SOLE   205,272 0 0
MERCADOLIBRE INC Ordinary Shares 58733R102 22,412 14,387 SH   SOLE   14,387 0 0
MESA LABS INC Ordinary Shares 59064R109 3,861 14,240 SH   SOLE   14,240 0 0
MICROSOFT CORP Ordinary Shares 594918104 49,303 181,997 SH   SOLE   181,997 0 0
MODERNA INC Ordinary Shares 60770K107 2,042 8,689 SH   SOLE   8,689 0 0
MONSTER BEVERAGE CORP Ordinary Shares 61174X109 1,207 13,217 SH   SOLE   13,217 0 0
NETFLIX COM INC Ordinary Shares 64110L106 5,445 10,309 SH   SOLE   10,309 0 0
NEWMARK GROUP INC Ordinary Shares 65158N102 5,295 440,893 SH   SOLE   440,893 0 0
NEXTERA ENERGY INC Ordinary Shares 65339F101 3,593 49,026 SH   SOLE   49,026 0 0
NIKE INC Ordinary Shares 654106103 5,137 33,249 SH   SOLE   33,249 0 0
NLIGHT INC Ordinary Shares 65487K100 6,114 168,530 SH   SOLE   168,530 0 0
NVIDIA CORP Ordinary Shares 67066G104 11,426 14,281 SH   SOLE   14,281 0 0
OKTA INC Ordinary Shares 679295105 877 3,586 SH   SOLE   3,586 0 0
PALO ALTO NETWORKS INC Ordinary Shares 697435105 906 2,442 SH   SOLE   2,442 0 0
PAYCOM SOFTWARE INC Ordinary Shares 70432V102 21,590 59,400 SH   SOLE   59,400 0 0
PAYLOCITY HOLDING CORP Ordinary Shares 70438V106 16,033 84,033 SH   SOLE   84,033 0 0
PAYPAL HOLDINGS INC Ordinary Shares 70450Y103 33,913 116,347 SH   SOLE   116,347 0 0
PELOTON INTERACTIVE INC A Ordinary Shares 70614W100 797 6,425 SH   SOLE   6,425 0 0
PENUMBRA INC Ordinary Shares 70975L107 7,493 27,342 SH   SOLE   27,342 0 0
PING IDENTITY HOLDING CORP Ordinary Shares 72341T103 5,199 227,050 SH   SOLE   227,050 0 0
PINTEREST INC CLASS A Ordinary Shares 72352L106 1,133 14,351 SH   SOLE   14,351 0 0
PROTO LABS INC Ordinary Shares 743713109 5,012 54,602 SH   SOLE   54,602 0 0
PTC THERAPEUTICS INC Ordinary Shares 69366J200 5,425 128,353 SH   SOLE   128,353 0 0
Q2 HOLDINGS INC Ordinary Shares 74736L109 5,457 53,196 SH   SOLE   53,196 0 0
RADA ELECTRONIC INDS LTD Ordinary Shares M81863124 3,337 274,000 SH   SOLE   274,000 0 0
RESMED INC Ordinary Shares 761152107 21,206 86,023 SH   SOLE   86,023 0 0
ROKU INC Ordinary Shares 77543R102 1,313 2,860 SH   SOLE   2,860 0 0
ROPER TECHNOLOGIES INC COM Ordinary Shares 776696106 1,207 2,568 SH   SOLE   2,568 0 0
SALESFORCE COM INC Ordinary Shares 79466L302 5,599 22,921 SH   SOLE   22,921 0 0
SBA COMMUNICATIONS CORP Ordinary Shares 78410G104 25,655 80,500 SH   SOLE   80,500 0 0
SCHRODINGER INC Ordinary Shares 80810D103 2,976 39,357 SH   SOLE   39,357 0 0
SCHWAB CHARLES CORP Ordinary Shares 808513105 3,425 47,038 SH   SOLE   47,038 0 0
SERVICENOW INC Ordinary Shares 81762P102 2,598 4,728 SH   SOLE   4,728 0 0
SHERWIN WILLIAMS CO Ordinary Shares 824348106 1,801 6,611 SH   SOLE   6,611 0 0
SMARTSHEET INC CLASS A Ordinary Shares 83200N103 5,720 79,099 SH   SOLE   79,099 0 0
SNOWFLAKE INC CL A Ordinary Shares 833445109 1,826 7,550 SH   SOLE   7,550 0 0
SPLUNK INC Ordinary Shares 848637104 17,350 120,000 SH   SOLE   120,000 0 0
SQUARE INC A Ordinary Shares 852234103 2,638 10,819 SH   SOLE   10,819 0 0
STAG INDUSTRIAL INC Ordinary Shares 85254J102 3,698 98,809 SH   SOLE   98,809 0 0
STARBUCKS CORP Ordinary Shares 855244109 20,588 184,134 SH   SOLE   184,134 0 0
SVB FINL GROUP Ordinary Shares 78486Q101 10,016 18,000 SH   SOLE   18,000 0 0
SYNOPSYS INC Ordinary Shares 871607107 1,007 3,652 SH   SOLE   3,652 0 0
T MOBILE US INC Ordinary Shares 872590104 4,514 31,169 SH   SOLE   31,169 0 0
TAIWAN SEMICONDUCTOR A D R American Depository Receipts 874039100 22,097 183,900 SH   SOLE   183,900 0 0
TELADOC INC Ordinary Shares 87918A105 11,640 70,000 SH   SOLE   70,000 0 0
TESLA INC Ordinary Shares 88160R101 14,740 21,686 SH   SOLE   21,686 0 0
THOR INDUSTRIES INC Ordinary Shares 885160101 8,193 72,500 SH   SOLE   72,500 0 0
TRACTOR SUPPLY COMPANY Ordinary Shares 892356106 4,614 24,800 SH   SOLE   24,800 0 0
TRANSDIGM GROUP INC Ordinary Shares 893641100 920 1,422 SH   SOLE   1,422 0 0
TREX COMPANY INC Ordinary Shares 89531P105 4,680 45,786 SH   SOLE   45,786 0 0
TWILIO INC A Ordinary Shares 90138F102 1,541 3,909 SH   SOLE   3,909 0 0
TWITTER INC Ordinary Shares 90184L102 1,222 17,765 SH   SOLE   17,765 0 0
TYLER TECHNOLOGIES INC Ordinary Shares 902252105 12,847 28,400 SH   SOLE   28,400 0 0
UBER TECHNOLOGIES INC Ordinary Shares 90353T100 2,216 44,223 SH   SOLE   44,223 0 0
ULTRAGENYX PHARMACEUTICAL IN Ordinary Shares 90400D108 16,304 170,996 SH   SOLE   170,996 0 0
UNION PACIFIC CORP Ordinary Shares 907818108 3,606 16,395 SH   SOLE   16,395 0 0
UNITEDHEALTH GROUP INC Ordinary Shares 91324P102 9,412 23,504 SH   SOLE   23,504 0 0
UPLAND SOFTWARE INC Ordinary Shares 91544A109 4,536 110,170 SH   SOLE   110,170 0 0
VEEVA SYSTEMS INC CLASS A Ordinary Shares 922475108 1,150 3,699 SH   SOLE   3,699 0 0
VERTEX PHARMACEUTICALS INC Ordinary Shares 92532F100 1,244 6,172 SH   SOLE   6,172 0 0
VISA INC CLASS A SHARES Ordinary Shares 92826C839 12,343 52,790 SH   SOLE   52,790 0 0
VMWARE INC CL A Ordinary Shares 928563402 1,622 10,137 SH   SOLE   10,137 0 0
WALT DISNEY CO THE Ordinary Shares 254687106 7,928 45,103 SH   SOLE   45,103 0 0
WASTE CONNECTIONS INC Ordinary Shares 94106B101 18,512 155,000 SH   SOLE   155,000 0 0
WASTE MANAGEMENT INC Ordinary Shares 94106L109 1,470 10,495 SH   SOLE   10,495 0 0
WATSCO INC Ordinary Shares 942622200 52,533 183,272 SH   SOLE   183,272 0 0
WAYFAIR INC CLASS A Ordinary Shares 94419L101 801 2,537 SH   SOLE   2,537 0 0
WORKDAY INC Ordinary Shares 98138H101 1,426 5,973 SH   SOLE   5,973 0 0
XILINX INC Ordinary Shares 983919101 780 5,395 SH   SOLE   5,395 0 0
XPO LOGISTICS INC Ordinary Shares 983793100 13,989 100,000 SH   SOLE   100,000 0 0
YUM CHINA HOLDINGS INC Ordinary Shares 98850P109 10,650 160,751 SH   SOLE   160,751 0 0
ZOETIS INC Ordinary Shares 98978V103 2,197 11,788 SH   SOLE   11,788 0 0
ZOOM VIDEO COMMUNICATIONS A Ordinary Shares 98980L101 2,678 6,919 SH   SOLE   6,919 0 0