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
AUTODESK INC COM COMMON 052769106 339,692 2,299,883 SH   SOLE   747,925 611,364 940,594
AFYA LIMITED COM USD0.00005 CL A COMMON G01125106 33,842 1,319,927 SH   SOLE   14,638 8,592 1,296,697
AIRBUS SE EUR1 COMMON N0280G100 125,462 965,723 SH   SOLE   10,699 14,609 940,415
AMADEUS IT GROUP EUR0.01 COMMON E04908112 68,871 961,514 SH   SOLE   10,544 5,628 945,342
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 173 14,983 SH   SOLE   258 14,725 0
APPLIED MATERIALS INC COM COMMON 038222105 330,113 6,615,500 SH   SOLE   2,176,753 1,720,855 2,717,892
ARISTA NETWORKS INC COM COMMON 040413106 295,604 1,237,254 SH   SOLE   415,571 327,736 493,947
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 84,607 1,669,123 SH   SOLE   18,664 13,141 1,637,318
ASML HOLDING NV EUR0.09 COMMON N07059202 81,596 329,445 SH   SOLE   3,630 4,126 321,689
ADR ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS ADR 01609W102 1,134 6,787 SH   SOLE   124 6,663 0
BIOGEN INC COMMON STOCK COMMON 09062X103 227,664 977,856 SH   SOLE   329,665 257,389 390,802
BALL CORP COM COMMON 058498106 723,682 9,939,328 SH   SOLE   2,898,492 2,295,572 4,745,264
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 213,456 1,535,548 SH   SOLE   521,471 395,115 618,962
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 513,773 1,246,659 SH   SOLE   418,772 331,239 496,648
CHEWY INC CLASS A COMMON 16679L109 3,443 140,079 SH   SOLE   2,807 137,272 0
CME GROUP INC COM STK COMMON 12572Q105 426,892 2,019,934 SH   SOLE   506,345 402,899 1,110,690
COUPA SOFTWARE INC COM COMMON 22266L106 97,144 749,745 SH   SOLE   584,010 61,917 103,818
DOLLAR TREE INC COM STK COMMON 256746108 593,576 5,199,512 SH   SOLE   1,724,039 1,366,652 2,108,821
DUNKIN BRANDS GROUP INC COM COMMON 265504100 168,146 2,118,787 SH   SOLE   1,641,842 183,970 292,975
DOMINOS PIZZA INC COM COMMON 25754A201 237,852 972,455 SH   SOLE   330,185 249,787 392,483
DSV PANALPINA A/S DKK1 COMMON K3186P102 80,094 841,833 SH   SOLE   9,261 0 832,572
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 222,828 6,505,955 SH   SOLE   5,077,023 528,711 900,221
EXPEDITORS INTL WASH INC COM COMMON 302130109 98,355 1,323,938 SH   SOLE   1,015,717 127,005 181,216
EXPERIAN ORD USD0.10 COMMON G32655105 108,184 3,387,226 SH   SOLE   37,877 37,764 3,311,585
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 65,746 7,609,526 SH   SOLE   5,474,676 849,980 1,284,870
GRACO INC COM COMMON 384109104 100,912 2,191,845 SH   SOLE   1,716,702 168,071 307,072
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 176,412 2,842,156 SH   SOLE   2,098,352 227,287 516,517
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 38,755 31,793 SH   SOLE   9,472 9,033 13,288
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 403,871 330,733 SH   SOLE   113,706 84,169 132,858
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 243,484 2,310,540 SH   SOLE   1,232,002 129,663 948,875
HAEMONETICS CORP MASS COM COMMON 405024100 216,563 1,716,851 SH   SOLE   693,840 85,019 937,992
HASBRO INC COM COMMON 418056107 561,680 4,732,335 SH   SOLE   1,567,793 1,238,753 1,925,789
HEALTHEQUITY INC COM COMMON 42226A107 193,127 3,379,603 SH   SOLE   1,670,771 233,428 1,475,404
INTERCONTL HOTELS ORD GBP0.208521303 COMMON G4804L148 70,879 1,136,503 SH   SOLE   12,466 0 1,124,037
ILLUMINA INC COM COMMON 452327109 506,741 1,665,707 SH   SOLE   479,161 373,300 813,246
IHS MARKIT LTD COM COMMON G47567105 83,509 1,248,644 SH   SOLE   14,024 28,370 1,206,250
IPG PHOTONICS CORP COM COMMON 44980X109 69,940 515,785 SH   SOLE   5,678 4,499 505,608
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 801,335 5,364,407 SH   SOLE   1,500,908 1,177,259 2,686,240
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 72,408 1,075,605 SH   SOLE   11,911 0 1,063,694
J2 GLOBAL INC COM COMMON 48123V102 201,236 2,215,768 SH   SOLE   1,709,004 201,242 305,522
KKR & CO INC CL A CL A COMMON 48251W104 663,845 24,724,234 SH   SOLE   7,135,420 5,656,514 11,932,300
KINDER MORGAN INC DEL COM COMMON 49456B101 866 42,037 SH   SOLE   856 41,181 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 42,995 1,737,198 SH   SOLE   592,334 487,234 657,630
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 435,934 18,324,283 SH   SOLE   5,225,128 4,024,258 9,074,897
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 6,993 171,672 SH   SOLE   171,672 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 99,557 2,453,782 SH   SOLE   1,848,212 245,443 360,127
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 69,672 7,404,091 SH   SOLE   5,340,567 1,007,010 1,056,514
MASTERCARD INC CL A COMMON 57636Q104 594,383 2,188,694 SH   SOLE   570,172 447,050 1,171,472
MERCADOLIBRE INC COM STK COMMON 58733R102 58,797 106,666 SH   SOLE   1,174 0 105,492
MICROSOFT CORP COM COMMON 594918104 1,346,230 9,683,020 SH   SOLE   2,817,974 2,288,563 4,576,483
NETFLIX INC COM STK COMMON 64110L106 366,604 1,369,868 SH   SOLE   377,719 290,794 701,355
NEVRO CORP COM COMMON 64157F103 132,474 1,540,941 SH   SOLE   1,132,222 115,240 293,479
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 380,699 13,367,260 SH   SOLE   6,430,329 1,329,815 5,607,116
PAYCOM SOFTWARE INC COM COMMON 70432V102 54,242 258,926 SH   SOLE   201,184 21,831 35,911
PTC INC COM COMMON 69370C100 39,846 584,433 SH   SOLE   457,723 44,816 81,894
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 86,524 3,226,113 SH   SOLE   2,470,734 313,646 441,733
PAYPAL HLDGS INC COM COMMON 70450Y103 446,773 4,312,903 SH   SOLE   1,220,721 949,982 2,142,200
PAPA JOHNS INTL INC COM COMMON 698813102 126,580 2,417,974 SH   SOLE   1,818,746 274,749 324,479
LIVERAMP HOLDINGS INC COMMON 53815P108 268,430 6,248,375 SH   SOLE   3,344,941 713,587 2,189,847
REDFIN CORP COM COMMON 75737F108 116,693 6,929,553 SH   SOLE   5,318,369 661,541 949,643
LOCALIZA RENT A CA COM NPV COMMON P6330Z111 79,882 7,304,643 SH   SOLE   80,664 0 7,223,979
SAFRAN SA EUR0.20 COMMON F4035A557 86,834 551,552 SH   SOLE   6,254 22,104 523,194
SAILPOINT TECHNOLOGIES HLDGS INC COM COMMON 78781P105 62,790 3,359,569 SH   SOLE   2,611,252 281,567 466,750
SCHWAB CHARLES CORP COM NEW COMMON 808513105 338,120 8,083,209 SH   SOLE   2,717,941 2,141,632 3,223,636
STITCH FIX INC CL A CL A COMMON 860897107 84,253 4,376,801 SH   SOLE   3,342,176 440,897 593,728
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 557,126 2,687,799 SH   SOLE   900,839 696,201 1,090,759
BIO-TECHNE CORP COM COMMON 09073M104 178,357 911,523 SH   SOLE   714,000 69,758 127,765
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 88,883 286,324 SH   SOLE   223,404 22,991 39,929
TRIPADVISOR INC COM USD0.001 COMMON 896945201 354,697 9,170,061 SH   SOLE   3,375,783 1,687,641 4,106,637
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 376,968 3,007,566 SH   SOLE   983,161 794,611 1,229,794
UBISOFT ENTERTAIN NPV COMMON F9396N106 68,366 945,544 SH   SOLE   10,417 5,851 929,276
UNITEDHEALTH GROUP INC COM COMMON 91324P102 458,703 2,110,728 SH   SOLE   633,540 496,286 980,902
VISA INC COM CL A STK COMMON 92826C839 562,443 3,269,829 SH   SOLE   838,897 661,861 1,769,071
VARONIS SYS INC COM COMMON 922280102 114,168 1,909,811 SH   SOLE   1,334,755 244,930 330,126
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 9 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 160,537 3,102,780 SH   SOLE   2,372,509 306,355 423,916
WIX.COM LTD COM ILS0.01 COMMON M98068105 173,026 1,482,150 SH   SOLE   774,499 94,445 613,206
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 75,201 1,834,152 SH   SOLE   20,438 19,162 1,794,552
MONOTARO CO.LTD NPV COMMON J46583100 71,098 2,719,841 SH   SOLE   29,834 0 2,690,007
OTSUKA HOLDINGS CO LTD COMMON J63117105 88,974 2,380,898 SH   SOLE   26,180 0 2,354,718