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
AUTODESK INC COM COMMON 052769106 479,323 2,942,442 SH   SOLE   1,014,799 757,093 1,170,550
AIRBUS SE EUR1 COMMON N0280G100 137,420 969,122 SH   SOLE   11,765 14,111 943,246
AMADEUS IT GROUP EUR0.01 COMMON E04908112 76,558 966,349 SH   SOLE   11,749 5,628 948,972
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 149 14,983 SH   SOLE   258 14,725 0
APPLIED MATERIALS INC COM COMMON 038222105 446,445 9,940,891 SH   SOLE   3,440,163 2,539,794 3,960,934
ARISTA NETWORKS INC COM COMMON 040413106 313,325 1,206,861 SH   SOLE   426,361 309,809 470,691
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 73,614 1,681,453 SH   SOLE   21,031 13,141 1,647,281
ASML HOLDING NV EUR0.09 COMMON N07059202 90,004 430,709 SH   SOLE   5,426 4,126 421,157
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 240,985 1,422,161 SH   SOLE   394,444 276,955 750,762
BIOGEN INC COMMON STOCK COMMON 09062X103 242,272 1,035,930 SH   SOLE   366,198 266,202 403,530
BALL CORP COM COMMON 058498106 619,571 8,852,290 SH   SOLE   2,688,900 1,972,769 4,190,621
CARS COM INC COM COMMON 14575E105 84,502 4,285,112 SH   SOLE   3,271,076 379,044 634,992
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 212,108 1,627,222 SH   SOLE   578,960 409,119 639,143
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 521,653 1,320,040 SH   SOLE   464,765 342,360 512,915
CHEWY INC CLASS A COMMON 16679L109 27,981 799,472 SH   SOLE   18,908 506,573 273,991
CME GROUP INC COM STK COMMON 12572Q105 415,700 2,141,574 SH   SOLE   562,607 418,798 1,160,169
COUPA SOFTWARE INC COM COMMON 22266L106 148,614 1,173,797 SH   SOLE   893,002 108,400 172,395
DOLLAR GEN CORP NEW COM COMMON 256677105 268,505 1,986,576 SH   SOLE   703,240 507,360 775,976
DOLLAR TREE INC COM STK COMMON 256746108 664,623 6,188,877 SH   SOLE   2,152,110 1,591,387 2,445,380
DUNKIN BRANDS GROUP INC COM COMMON 265504100 168,502 2,115,268 SH   SOLE   1,604,285 198,944 312,039
DSV DKK1 COMMON K3013J154 93,096 947,797 SH   SOLE   11,548 0 936,249
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 209,591 6,444,995 SH   SOLE   4,930,796 574,410 939,789
EXPEDITORS INTL WASH INC COM COMMON 302130109 100,296 1,322,123 SH   SOLE   993,649 135,317 193,157
EXPERIAN ORD USD0.10 COMMON G32655105 103,065 3,405,188 SH   SOLE   43,130 37,764 3,324,294
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 180,218 8,664,341 SH   SOLE   4,520,010 842,011 3,302,320
GRACO INC COM COMMON 384109104 109,677 2,185,675 SH   SOLE   1,677,854 182,155 325,666
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 174,270 2,835,512 SH   SOLE   2,050,574 245,735 539,203
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 41,319 38,227 SH   SOLE   14,501 10,081 13,645
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 290,744 268,512 SH   SOLE   94,522 67,296 106,694
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 195,425 1,927,651 SH   SOLE   916,723 104,178 906,750
HAEMONETICS CORP MASS COM COMMON 405024100 235,339 1,955,625 SH   SOLE   737,446 98,188 1,119,991
HASBRO INC COM COMMON 418056107 529,734 5,012,627 SH   SOLE   1,740,806 1,285,355 1,986,466
HEALTHEQUITY INC COM COMMON 42226A107 176,563 2,699,752 SH   SOLE   1,322,384 203,321 1,174,047
INTERCONTL HOTELS ORD GBP0.208521303 COMMON G4804L148 74,943 1,141,326 SH   SOLE   13,906 0 1,127,420
ILLUMINA INC COM COMMON 452327109 396,317 1,076,511 SH   SOLE   317,281 229,990 529,240
IHS MARKIT LTD COM COMMON G47567105 80,061 1,256,460 SH   SOLE   15,797 28,370 1,212,293
IPG PHOTONICS CORP COM COMMON 44980X109 79,896 517,965 SH   SOLE   6,338 4,499 507,128
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 906,788 5,635,726 SH   SOLE   1,667,470 1,219,753 2,748,503
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 75,534 1,081,330 SH   SOLE   13,554 0 1,067,776
J2 GLOBAL INC COM COMMON 48123V102 196,500 2,210,603 SH   SOLE   1,670,130 216,134 324,339
KKR & CO INC CL A CL A COMMON 48251W104 689,679 27,292,433 SH   SOLE   8,418,365 6,200,605 12,673,463
KINDER MORGAN INC DEL COM COMMON 49456B101 925 44,308 SH   SOLE   856 43,452 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 66,581 2,466,892 SH   SOLE   915,285 692,999 858,608
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 500,076 18,849,454 SH   SOLE   5,545,494 4,030,323 9,273,637
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 6,854 172,408 SH   SOLE   172,408 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 97,387 2,437,260 SH   SOLE   1,785,402 268,065 383,793
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 97,318 7,848,262 SH   SOLE   5,411,015 1,249,717 1,187,530
MASTERCARD INC CL A COMMON 57636Q104 632,544 2,391,202 SH   SOLE   670,241 485,978 1,234,983
MERCADOLIBRE INC COM STK COMMON 58733R102 87,932 143,734 SH   SOLE   1,759 0 141,975
MICROSOFT CORP COM COMMON 594918104 1,366,742 10,202,615 SH   SOLE   3,139,250 2,370,671 4,692,694
NEVRO CORP COM COMMON 64157F103 99,724 1,538,253 SH   SOLE   1,106,266 124,927 307,060
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 434,695 13,326,045 SH   SOLE   6,294,115 1,330,351 5,701,579
PAYCOM SOFTWARE INC COM COMMON 70432V102 165,665 730,705 SH   SOLE   559,604 63,081 108,020
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 69,081 2,546,332 SH   SOLE   1,896,188 284,047 366,097
PAYPAL HLDGS INC COM COMMON 70450Y103 588,678 5,143,093 SH   SOLE   1,554,967 1,120,608 2,467,518
PAPA JOHNS INTL INC COM COMMON 698813102 113,323 2,534,066 SH   SOLE   1,780,778 302,245 451,043
LIVERAMP HOLDINGS INC COMMON 53815P108 301,620 6,221,542 SH   SOLE   3,250,782 748,335 2,222,425
REDFIN CORP COM COMMON 75737F108 125,018 6,953,209 SH   SOLE   5,195,908 745,472 1,011,829
LOCALIZA RENT A CA COM NPV COMMON P6330Z111 88,128 8,278,856 SH   SOLE   100,788 0 8,178,068
SAFRAN SA EUR0.20 COMMON F4035A557 81,434 555,711 SH   SOLE   7,008 23,502 525,201
SAILPOINT TECHNOLOGIES HLDGS INC COM COMMON 78781P105 48,347 2,412,566 SH   SOLE   1,849,246 208,186 355,134
SCHWAB CHARLES CORP COM NEW COMMON 808513105 343,574 8,548,768 SH   SOLE   3,013,387 2,206,988 3,328,393
STITCH FIX INC CL A CL A COMMON 860897107 124,865 3,903,264 SH   SOLE   2,988,557 333,500 581,207
SAMSUNG ELECTRONIC GDR GDR 796050888 1,053 1,036 SH   SOLE   18 1,018 0
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 462,903 2,350,481 SH   SOLE   822,899 595,716 931,866
BIO-TECHNE CORP COM COMMON 09073M104 189,540 909,112 SH   SOLE   697,713 75,793 135,606
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 148,169 352,760 SH   SOLE   270,143 30,501 52,116
TRIPADVISOR INC COM USD0.001 COMMON 896945201 511,523 11,050,409 SH   SOLE   4,079,883 2,174,172 4,796,354
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 450,796 3,970,725 SH   SOLE   1,376,015 1,029,247 1,565,463
UBISOFT ENTERTAIN NPV COMMON F9396N106 74,224 948,053 SH   SOLE   11,608 5,851 930,594
UNITEDHEALTH GROUP INC COM COMMON 91324P102 492,683 2,019,113 SH   SOLE   599,203 439,465 980,445
VISA INC COM CL A STK COMMON 92826C839 618,603 3,564,413 SH   SOLE   986,809 714,067 1,863,537
VARONIS SYS INC COM COMMON 922280102 116,607 1,882,593 SH   SOLE   1,303,704 234,271 344,618
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 8 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 132,156 2,370,943 SH   SOLE   1,812,299 205,749 352,895
WIX.COM LTD COM ILS0.01 COMMON M98068105 254,124 1,788,351 SH   SOLE   982,422 139,199 666,730
ZEE ENTERTAIN ENT INR1 COMMON 618853907 34,864 7,104,943 SH   SOLE   0 0 7,104,943
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 75,043 1,843,721 SH   SOLE   23,124 19,162 1,801,435
MONOTARO CO.LTD NPV COMMON J46583100 66,486 2,731,241 SH   SOLE   33,234 0 2,698,007
OTSUKA HOLDINGS CO LTD COMMON J63117105 72,151 2,213,698 SH   SOLE   27,068 0 2,186,630