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
ABIOMED INC COM COMMON 003654100 47,305 145,539 SH   SOLE   106,290 22,390 16,859
AUTODESK INC COM COMMON 052769106 406,395 3,159,905 SH   SOLE   1,098,634 804,269 1,257,002
AMADEUS IT GROUP EUR0.01 COMMON E04908112 73,556 1,054,340 SH   SOLE   13,531 4,781 1,036,028
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 44,962 2,959,998 SH   SOLE   2,028,081 477,874 454,043
APPLIED MATERIALS INC COM COMMON 038222105 362,651 11,076,725 SH   SOLE   3,834,785 2,855,980 4,385,960
AFFILIATED MANAGERS GROUP INC COM STK COMMON 008252108 45,157 463,434 SH   SOLE   327,871 67,624 67,939
ARISTA NETWORKS INC COM COMMON 040413106 305,436 1,449,628 SH   SOLE   501,256 375,723 572,649
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 37,016 1,673,447 SH   SOLE   21,435 0 1,652,012
ASML HOLDING NV EUR0.09 COMMON N07059202 67,745 430,728 SH   SOLE   5,698 3,380 421,650
BOEING CO COM COMMON 097023105 18,233 56,539 SH   SOLE   15,844 22,323 18,372
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 209,172 1,526,025 SH   SOLE   423,031 310,980 792,014
BAIDU INC SPONS ADR REPR 0.10 ORD CLS A ADR 056752108 65,521 413,123 SH   SOLE   5,370 5,343 402,410
BIOGEN INC COMMON STOCK COMMON 09062X103 577,066 1,917,674 SH   SOLE   587,744 445,132 884,798
BUNZL PLC ORD GBP0.32142857 COMMON G16968110 74,761 2,474,390 SH   SOLE   32,557 0 2,441,833
CARS COM INC COM COMMON 14575E105 100,150 4,658,168 SH   SOLE   3,266,362 662,247 729,559
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 221,961 2,043,282 SH   SOLE   708,763 524,677 809,842
CENTENNIAL RESOURCE DEVELOPMENT INC COM USD0.01 COMMON 15136A102 1,641 148,990 SH   SOLE   2,835 146,155 0
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 213,938 750,742 SH   SOLE   259,875 193,747 297,120
CME GROUP INC COM STK COMMON 12572Q105 428,137 2,275,873 SH   SOLE   631,574 463,458 1,180,841
COUPA SOFTWARE INC COM COMMON 22266L106 90,744 1,443,602 SH   SOLE   1,008,959 209,303 225,340
DEERE & CO COM COMMON 244199105 336 2,257 SH   SOLE   40 2,217 0
DOLLAR GEN CORP NEW COM COMMON 256677105 473,555 4,381,525 SH   SOLE   1,507,466 1,152,668 1,721,391
DOLLAR TREE INC COM STK COMMON 256746108 382,263 4,232,325 SH   SOLE   1,461,580 1,100,963 1,669,782
DUNKIN BRANDS GROUP INC COM COMMON 265504100 110,440 1,722,407 SH   SOLE   1,198,239 256,592 267,576
DSV DKK1 COMMON K3013J154 59,127 897,001 SH   SOLE   11,857 0 885,144
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 164,528 5,482,446 SH   SOLE   3,807,032 825,513 849,901
EVOLENT HEALTH INC CL A CL A COMMON 30050B101 809 40,593 SH   SOLE   558 40,035 0
EXPEDITORS INTL WASH INC COM COMMON 302130109 74,283 1,090,958 SH   SOLE   741,885 183,576 165,497
EXPERIAN ORD USD0.10 COMMON G32655105 82,778 3,407,027 SH   SOLE   45,663 32,324 3,329,040
FEDEX CORP COM COMMON 31428X106 378,042 2,343,290 SH   SOLE   696,505 512,535 1,134,250
LIBERTY MEDIA CORPORATION COM USD0.01 SER C FORMULA COMMON 531229854 62,392 2,032,344 SH   SOLE   1,430,849 281,879 319,616
GRACO INC COM COMMON 384109104 78,378 1,872,845 SH   SOLE   1,321,538 256,093 295,214
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 46,619 1,132,646 SH   SOLE   826,250 176,643 129,753
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 162,890 157,289 SH   SOLE   54,710 39,981 62,598
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 382,607 366,146 SH   SOLE   114,367 81,777 170,002
SCOUT24 AG NPV COMMON D345XT105 71,724 1,557,493 SH   SOLE   20,688 31,498 1,505,307
HAEMONETICS CORP MASS COM COMMON 405024100 146,845 1,467,726 SH   SOLE   435,601 102,917 929,208
HASBRO INC COM COMMON 418056107 479,092 5,896,520 SH   SOLE   2,043,829 1,521,644 2,331,047
INTERCONTINENTAL EXCHANGE INC COM COMMON 45866F104 532,967 7,075,099 SH   SOLE   2,080,410 1,481,674 3,513,015
INTERCONTINENTAL HOTELS GROUP COMMON G4804L148 54,947 1,016,814 SH   SOLE   14,058 0 1,002,756
ILLUMINA INC COM COMMON 452327109 401,314 1,338,028 SH   SOLE   402,836 299,476 635,716
IHS MARKIT LTD COM COMMON G47567105 59,826 1,247,162 SH   SOLE   16,154 44,499 1,186,509
IPG PHOTONICS CORP COM COMMON 44980X109 52,119 460,057 SH   SOLE   5,941 7,730 446,386
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 712,086 6,129,695 SH   SOLE   1,837,878 1,351,961 2,939,856
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 66,332 1,083,531 SH   SOLE   14,231 0 1,069,300
J2 GLOBAL INC COM COMMON 48123V102 139,199 2,006,331 SH   SOLE   1,385,561 311,425 309,345
KKR & CO INC COM NPV CLASS A COMMON 48251W104 548,909 27,962,795 SH   SOLE   8,727,768 6,490,543 12,744,484
KINDER MORGAN INC DEL COM COMMON 49456B101 1,278 83,154 SH   SOLE   1,615 81,539 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 65,893 3,087,796 SH   SOLE   1,048,003 843,694 1,196,099
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 414,389 20,077,033 SH   SOLE   6,106,218 4,353,868 9,616,947
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 3,682 117,726 SH   SOLE   117,726 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 63,231 2,008,245 SH   SOLE   1,357,324 319,001 331,920
LOWES COS INC COM COMMON 548661107 828 8,972 SH   SOLE   133 8,839 0
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 124,943 7,863,049 SH   SOLE   5,207,420 1,494,279 1,161,350
MASTERCARD INC CL A COMMON 57636Q104 482,985 2,560,218 SH   SOLE   718,877 534,858 1,306,483
MERCADOLIBRE INC COM STK COMMON 58733R102 64,422 219,986 SH   SOLE   2,832 1,417 215,737
MSCI INC COMMON COMMON 55354G100 37,936 257,316 SH   SOLE   181,428 35,253 40,635
MICROSOFT CORP COM COMMON 594918104 1,161,815 11,438,570 SH   SOLE   3,574,940 2,695,902 5,167,728
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 268,162 12,030,604 SH   SOLE   4,998,554 1,572,904 5,459,146
PAYCOM SOFTWARE INC COM COMMON 70432V102 96,816 790,659 SH   SOLE   556,363 110,018 124,278
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 37,888 1,941,026 SH   SOLE   1,281,180 373,427 286,419
PAYPAL HLDGS INC COM COMMON 70450Y103 513,495 6,106,502 SH   SOLE   1,844,090 1,331,677 2,930,735
LIVERAMP HOLDINGS INC COMMON 53815P108 283,535 7,339,769 SH   SOLE   2,950,359 1,030,698 3,358,712
REDFIN CORP COM COMMON 75737F108 87,458 6,073,491 SH   SOLE   4,134,859 1,015,892 922,740
LOCALIZA RENT A CA COM NPV COMMON P6330Z111 63,709 8,311,596 SH   SOLE   106,059 0 8,205,537
SAFRAN SA EUR0.20 COMMON F4035A557 66,303 548,587 SH   SOLE   7,105 15,606 525,876
SCHWAB CHARLES CORP COM NEW COMMON 808513105 395,030 9,511,939 SH   SOLE   3,295,735 2,445,964 3,770,240
STITCH FIX INC CL A CL A COMMON 860897107 45,803 2,680,118 SH   SOLE   1,940,137 435,329 304,652
SAMSUNG ELECTRONIC GDR GDR 796050888 1,505 1,737 SH   SOLE   33 1,704 0
BIO-TECHNE CORP COM COMMON 09073M104 122,907 849,277 SH   SOLE   599,278 116,128 133,871
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 100,121 455,991 SH   SOLE   315,259 70,291 70,441
TRIPADVISOR INC COM USD0.001 COMMON 896945201 607,236 11,257,630 SH   SOLE   3,812,411 2,429,478 5,015,741
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 451,984 4,390,758 SH   SOLE   1,517,882 1,136,966 1,735,910
UBIQUITI NETWORKS INC COM USD0.001 COMMON 90347A100 30,099 302,786 SH   SOLE   215,984 42,206 44,596
UNITEDHEALTH GROUP INC COM COMMON 91324P102 528,463 2,121,321 SH   SOLE   625,155 472,652 1,023,514
VISA INC COM CL A STK COMMON 92826C839 509,897 3,864,619 SH   SOLE   1,108,445 787,455 1,968,719
VARONIS SYS INC COM COMMON 922280102 67,029 1,267,097 SH   SOLE   862,203 212,428 192,466
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 11 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 87,426 1,926,965 SH   SOLE   1,353,295 272,604 301,066
WIX.COM LTD COM ILS0.01 COMMON M98068105 82,571 914,007 SH   SOLE   632,463 142,962 138,582
YELP INC CL A COMMON 985817105 74,760 2,136,620 SH   SOLE   1,484,672 320,407 331,541
ZEE ENTERTAIN ENT INR1 COMMON 618853907 48,392 7,087,821 SH   SOLE   0 0 7,087,821
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 64,127 1,840,954 SH   SOLE   24,077 13,050 1,803,827
TENCENT HLDGS LIMITED COMMON STOCK COMMON G87572163 696 17,385 SH   SOLE   303 17,082 0
MONOTARO CO.LTD NPV COMMON J46583100 62,497 2,521,270 SH   SOLE   33,208 0 2,488,062
OTSUKA HOLDINGS CO LTD COMMON J63117105 67,397 1,644,800 SH   SOLE   21,731 0 1,623,069