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 10,017 40,470 SH   SOLE   40,470 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,633 97,948 SH   SOLE   97,948 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,277 30,748 SH   SOLE   30,748 0 0
AMERICAN EXPRESS CO COM 025816109 9,959 71,842 SH   SOLE   71,842 0 0
ANALOG DEVICES INC COM 032654105 11,479 78,575 SH   SOLE   78,575 0 0
ANSYS INC COM 03662Q105 58,257 243,456 SH   SOLE   243,456 0 0
AVALARA INC COM 05338G106 9,511 134,717 SH   SOLE   134,717 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,711 20,244 SH   SOLE   20,244 0 0
CARMAX INC COM 143130102 9,621 106,337 SH   SOLE   106,337 0 0
CATALENT INC COM 148806102 12,524 116,732 SH   SOLE   116,732 0 0
CHARLES RIV LABS INTL INC COM 159864107 10,101 47,209 SH   SOLE   47,209 0 0
CLOROX CO DEL COM 189054109 13,183 93,508 SH   SOLE   93,508 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,406 44,648 SH   SOLE   44,648 0 0
COOPER COS INC COM NEW 216648402 10,052 32,102 SH   SOLE   32,102 0 0
COSTAR GROUP INC COM 22160N109 11,741 194,352 SH   SOLE   194,352 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 10,165 79,440 SH   SOLE   79,440 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 11,865 165,808 SH   SOLE   165,808 0 0
DOMINOS PIZZA INC COM 25754A201 9,844 25,259 SH   SOLE   25,259 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,828 113,875 SH   SOLE   113,875 0 0
ELECTRONIC ARTS INC COM 285512109 2,583 21,233 SH   SOLE   21,233 0 0
ENTEGRIS INC COM 29362U104 9,414 102,179 SH   SOLE   102,179 0 0
ETSY INC COM 29786A106 7,897 107,866 SH   SOLE   107,866 0 0
FASTENAL CO COM 311900104 29,903 599,024 SH   SOLE   599,024 0 0
FERGUSON PLC NEW SHS G3421J106 10,947 98,092 SH   SOLE   98,092 0 0
FERRARI N V COM N3167Y103 10,689 58,903 SH   SOLE   58,903 0 0
FORTINET INC COM 34959E109 31,843 562,790 SH   SOLE   562,790 0 0
GARTNER INC COM 366651107 10,898 45,065 SH   SOLE   45,065 0 0
GOOSEHEAD INS INC COM CL A 38267D109 6,231 136,432 SH   SOLE   136,432 0 0
GRACO INC COM 384109104 8,762 147,476 SH   SOLE   147,476 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 14,283 324,619 SH   SOLE   324,619 0 0
IDEXX LABS INC COM 45168D104 1,722 4,910 SH   SOLE   4,910 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 64,190 682,586 SH   SOLE   682,586 0 0
INTUIT COM 461202103 10,388 26,951 SH   SOLE   26,951 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,919 44,438 SH   SOLE   44,438 0 0
IQVIA HLDGS INC COM 46266C105 82,293 379,247 SH   SOLE   379,247 0 0
KINSALE CAP GROUP INC COM 49714P108 13,324 58,021 SH   SOLE   58,021 0 0
KLA CORP COM NEW 482480100 2,341 7,338 SH   SOLE   7,338 0 0
LAUDER ESTEE COS INC CL A 518439104 12,124 47,605 SH   SOLE   47,605 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 11,765 185,361 SH   SOLE   185,361 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,411 113,957 SH   SOLE   113,957 0 0
MARKEL CORP COM 570535104 11,347 8,774 SH   SOLE   8,774 0 0
MARKETAXESS HLDGS INC COM 57060D108 10,104 39,466 SH   SOLE   39,466 0 0
MASIMO CORP COM 574795100 11,623 88,951 SH   SOLE   88,951 0 0
MATCH GROUP INC NEW COM 57667L107 8,592 123,283 SH   SOLE   123,283 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,828 130,072 SH   SOLE   130,072 0 0
MERCADOLIBRE INC COM 58733R102 7,178 11,270 SH   SOLE   11,270 0 0
MOODYS CORP COM 615369105 10,821 39,789 SH   SOLE   39,789 0 0
MORNINGSTAR INC COM 617700109 11,460 47,390 SH   SOLE   47,390 0 0
MSCI INC COM 55354G100 29,848 72,421 SH   SOLE   72,421 0 0
NEW YORK TIMES CO CL A 650111107 23,200 831,549 SH   SOLE   831,549 0 0
PERKINELMER INC COM 714046109 32,334 227,355 SH   SOLE   227,355 0 0
POOL CORP COM 73278L105 11,150 31,745 SH   SOLE   31,745 0 0
RESMED INC COM 761152107 76,099 363,018 SH   SOLE   363,018 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 29,543 715,159 SH   SOLE   715,159 0 0
SERVICE CORP INTL COM 817565104 13,624 197,100 SH   SOLE   197,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,346 100,887 SH   SOLE   100,887 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,329 88,766 SH   SOLE   88,766 0 0
STARBUCKS CORP COM 855244109 10,913 142,862 SH   SOLE   142,862 0 0
STONECO LTD COM CL A G85158106 15,376 1,996,920 SH   SOLE   1,996,920 0 0
TERADYNE INC COM 880770102 2,035 22,720 SH   SOLE   22,720 0 0
TRADEWEB MKTS INC CL A 892672106 10,419 152,662 SH   SOLE   152,662 0 0
TRANSUNION COM 89400J107 10,384 129,810 SH   SOLE   129,810 0 0
TRIMBLE INC COM 896239100 10,821 185,829 SH   SOLE   185,829 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,018 30,131 SH   SOLE   30,131 0 0
ULTA BEAUTY INC COM 90384S303 12,531 32,507 SH   SOLE   32,507 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 8,121 80,295 SH   SOLE   80,295 0 0
VERISIGN INC COM 92343E102 28,297 169,108 SH   SOLE   169,108 0 0
VERISK ANALYTICS INC COM 92345Y106 10,811 62,458 SH   SOLE   62,458 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,979 49,608 SH   SOLE   49,608 0 0
WALKER & DUNLOP INC COM 93148P102 10,011 103,911 SH   SOLE   103,911 0 0
WATSCO INC COM 942622200 8,448 35,375 SH   SOLE   35,375 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8,500 262,193 SH   SOLE   262,193 0 0
WIX COM LTD SHS M98068105 8,412 128,331 SH   SOLE   128,331 0 0