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 64,870 1,122,124 SH   SOLE   782,809 0 339,315
ALPHABET INC CAP STK CL A CS 02079K305 59,980 22,435 SH   SOLE   15,916 0 6,519
AMAZON COM INC CS 023135106 59,798 18,203 SH   SOLE   12,903 0 5,300
AMERICAN CAMPUS CMNTYS INC CS 024835100 2,510 51,814 SH   SOLE   24,909 0 26,905
AON PLC SHS CL A CS G0403H108 277 968 SH   SOLE   968 0 0
APTIV PLC CS G6095L109 51,198 343,677 SH   SOLE   248,548 0 95,129
BALL CORP CS 058498106 24,870 276,427 SH   SOLE   216,327 0 60,100
BROWN FORMAN CORP CS 115637209 4,028 60,112 SH   SOLE   2,575 0 57,537
CATALENT INC CS 148806102 49,567 372,491 SH   SOLE   264,824 0 107,667
CLARIVATE ANALYTICS PLC CS G21810109 33,222 1,516,992 SH   SOLE   1,083,441 0 433,551
CROWN HOLDINGS INC CS 228368106 276 2,735 SH   SOLE   2,735 0 0
DANAHER CORP DEL CS 235851102 46,226 151,838 SH   SOLE   105,784 0 46,054
DISNEY WALT CO CS 254687106 33,662 198,984 SH   SOLE   136,066 0 62,918
DOCUSIGN INC COM CS 256163106 3,430 13,324 SH   SOLE   550 0 12,774
ELANCO ANIMAL HEALTH INC CS 28414H202 1,467 29,421 SH   SOLE   12,996 0 16,425
ELANCO ANIMAL HEALTH INC COM CS 28414H103 252 7,912 SH   SOLE   7,912 0 0
EQUINIX INC CS 29444U700 533 674 SH   SOLE   674 0 0
FISERV INC CS 337738108 27,611 254,479 SH   SOLE   204,248 0 50,231
GRACO INC CS 384109104 5,397 77,140 SH   SOLE   3,700 0 73,440
GUIDEWIRE SOFTWARE INC CS 40171V100 206 1,736 SH   SOLE   1,736 0 0
HALOZYME THERAPEUTICS INC CS 40637H109 61,283 1,506,473 SH   SOLE   1,040,409 0 466,064
HEXCEL CORP NEW CS 428291108 695 11,701 SH   SOLE   2,763 0 8,938
HOWMET AEROSPACE INC COM CS 443201108 348 11,150 SH   SOLE   11,150 0 0
INTUIT CS 461202103 27,589 51,138 SH   SOLE   41,211 0 9,927
IQVIA HLDGS INC COM CS 46266C105 55,013 229,660 SH   SOLE   162,951 0 66,709
ISHARES TR US PFD STK IDX ETF 464288687 276 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103 6,598 40,163 SH   SOLE   3,636 0 36,527
LITHIA MTRS INC CS 536797103 49,030 154,650 SH   SOLE   107,718 0 46,932
MARTIN MARIETTA MATLS INC CS 573284106 43,920 128,540 SH   SOLE   89,104 0 39,436
MICROSOFT CORP CS 594918104 70,809 251,166 SH   SOLE   182,789 0 68,377
NEW YORK TIMES CO CS 650111107 435 8,827 SH   SOLE   8,827 0 0
NVIDIA CORP CS 67066G104 39,080 188,646 SH   SOLE   127,426 0 61,220
PALO ALTO NETWORKS INC CS 697435105 65,843 137,459 SH   SOLE   98,597 0 38,862
PAYPAL HLDGS INC CS 70450Y103 39,955 153,550 SH   SOLE   107,520 0 46,030
PROGRESSIVE CORP OHIO CS 743315103 344 3,811 SH   SOLE   3,811 0 0
PTC INC CS 69370C100 417 3,478 SH   SOLE   3,478 0 0
SALESFORCE COM INC CS 79466L302 65,611 241,910 SH   SOLE   167,180 0 74,730
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 1,509 26,601 SH   SOLE   15,336 0 11,265
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 1,571 25,098 SH   SOLE   14,398 0 10,700
SHERWIN WILLIAMS CO CS 824348106 27,656 98,866 SH   SOLE   67,313 0 31,553
SOUTHWEST AIRLS CO CS 844741108 54,484 1,059,385 SH   SOLE   721,508 0 337,877
SVB FINL GROUP CS 78486Q101 19,495 30,137 SH   SOLE   23,801 0 6,336
TWITTER INC CS 90184L102 7,269 120,363 SH   SOLE   92,088 0 28,275
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 1,542 28,932 SH   SOLE   17,435 0 11,497
VISA INC CS 92826C839 393 1,765 SH   SOLE   1,765 0 0
WELLS FARGO AND CO NEW CS 949746101 83,826 1,806,215 SH   SOLE   1,236,774 0 569,441