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 56,922 392,138 SH   SOLE   308,935 34,179 49,024
ADOBE SYS INC COM COMMON 00724F101 164,280 516,215 SH   SOLE   158,673 130,144 227,398
AUTODESK INC COM COMMON 052769106 319,114 2,044,293 SH   SOLE   606,242 525,414 912,637
ADYEN NV EUR0.01 COMMON N3501V104 69,930 82,266 SH   SOLE   920 1,235 80,111
AFYA LIMITED COM USD0.00005 CL A COMMON G01125106 53,784 2,821,827 SH   SOLE   32,202 90,184 2,699,441
AIRBUS SE EUR1 COMMON N0280G100 84,840 1,296,111 SH   SOLE   14,769 41,582 1,239,760
AMADEUS IT GROUP EUR0.01 COMMON E04908112 53,925 1,131,606 SH   SOLE   12,482 5,520 1,113,604
APPLIED MATERIALS INC COM COMMON 038222105 147,108 3,210,584 SH   SOLE   946,081 799,484 1,465,019
AMAZON COM INC COM COMMON 023135106 524,308 268,915 SH   SOLE   79,009 69,272 120,634
ARISTA NETWORKS INC COM COMMON 040413106 197,984 977,459 SH   SOLE   296,466 256,797 424,196
#REORG AON PLC COM MANDATORY EXCHANGE AON PLC COM 2F1FA83 04-01-2020 COMMON G0403H108 53,033 321,335 SH   SOLE   3,576 5,545 312,214
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 65,246 1,543,930 SH   SOLE   17,172 13,141 1,513,617
ASML HOLDING NV EUR0.09 COMMON N07059202 79,240 296,285 SH   SOLE   3,309 4,047 288,929
BIOGEN INC COMMON STOCK COMMON 09062X103 2,197 6,945 SH   SOLE   144 6,776 25
BALL CORP COM COMMON 058498106 566,742 8,764,969 SH   SOLE   2,225,011 1,966,058 4,573,900
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 649 4,501 SH   SOLE   95 4,406 0
CARLYLE GROUP INC COM COMMON 14316J108 73,509 3,395,363 SH   SOLE   2,728,047 234,796 432,520
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 462,674 1,060,427 SH   SOLE   320,440 280,795 459,192
CME GROUP INC COM STK COMMON 12572Q105 530,994 3,070,928 SH   SOLE   775,651 665,070 1,630,207
COUPA SOFTWARE INC COM COMMON 22266L106 292,743 2,095,065 SH   SOLE   1,096,433 374,895 623,737
DOLLAR GEN CORP NEW COM COMMON 256677105 411 2,723 SH   SOLE   38 2,685 0
DUNKIN BRANDS GROUP INC COM COMMON 265504100 142,126 2,676,585 SH   SOLE   2,114,542 227,772 334,271
DOMINOS PIZZA INC COM COMMON 25754A201 289,134 892,199 SH   SOLE   273,204 227,080 391,915
DSV PANALPINA A/S DKK1 COMMON K3186P102 77,337 846,648 SH   SOLE   9,331 0 837,317
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 225,887 7,123,539 SH   SOLE   5,711,225 499,179 913,135
EXPERIAN ORD USD0.10 COMMON G32655105 95,208 3,405,498 SH   SOLE   37,928 37,040 3,330,530
FACEBOOK INC COM USD0.000006 CL 'A' COMMON 30303M102 607 3,642 SH   SOLE   75 3,567 0
FIVE BELOW INC COM USD0.01 COMMON 33829M101 52,743 749,405 SH   SOLE   601,823 52,111 95,471
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 97,614 12,356,322 SH   SOLE   6,154,003 645,516 5,556,803
GRACO INC COM COMMON 384109104 116,410 2,388,883 SH   SOLE   1,921,295 164,715 302,873
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 175,388 3,078,619 SH   SOLE   2,345,517 220,432 512,670
GROCERY OUTLET HLDG CORP COM COMMON 39874R101 193,640 5,638,933 SH   SOLE   4,110,685 614,742 913,506
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 717 617 SH   SOLE   13 604 0
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 418,641 360,292 SH   SOLE   110,252 92,170 157,870
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 213,878 2,696,736 SH   SOLE   1,565,269 149,602 981,865
HAEMONETICS CORP MASS COM COMMON 405024100 179,163 1,797,743 SH   SOLE   773,248 83,429 941,066
HEALTHEQUITY INC COM COMMON 42226A107 179,540 3,548,923 SH   SOLE   1,876,874 224,892 1,447,157
ILLUMINA INC COM COMMON 452327109 371,598 1,360,569 SH   SOLE   339,844 289,360 731,365
IHS MARKIT LTD COM COMMON G47567105 75,318 1,255,309 SH   SOLE   14,021 28,137 1,213,151
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 550,310 5,102,084 SH   SOLE   1,249,090 1,068,357 2,784,637
INTUITIVE SURGICAL INC COM NEW STK COMMON 46120E602 113,636 229,471 SH   SOLE   69,505 60,705 99,261
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 69,215 1,179,209 SH   SOLE   12,989 0 1,166,220
J2 GLOBAL INC COM COMMON 48123V102 141,743 1,893,698 SH   SOLE   1,502,135 153,588 237,975
KKR & CO INC CL A CL A COMMON 48251W104 403,970 17,212,220 SH   SOLE   4,290,105 3,718,478 9,203,637
LINDE PLC COM USD0.001 COMMON G5494J103 968 5,599 SH   SOLE   123 5,476 0
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 11,379 265,073 SH   SOLE   265,073 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 112,101 2,575,261 SH   SOLE   1,978,469 241,506 355,286
LYFT INC CL A CL A COMMON 55087P104 70,902 2,640,680 SH   SOLE   2,111,662 192,576 336,442
MASTERCARD INC CL A COMMON 57636Q104 487,584 2,018,483 SH   SOLE   463,359 395,974 1,159,150
MERCADOLIBRE INC COM STK COMMON 58733R102 52,461 107,376 SH   SOLE   1,180 0 106,196
MICROSOFT CORP COM COMMON 594918104 1,280,929 8,122,058 SH   SOLE   2,105,655 1,945,251 4,071,152
NETFLIX INC COM STK COMMON 64110L106 421,997 1,123,827 SH   SOLE   266,423 221,667 635,737
NIKE INC CL B COMMON 654106103 145,818 1,762,369 SH   SOLE   539,017 451,235 772,117
SERVICENOW INC COM USD0.001 COMMON 81762P102 419,908 1,465,241 SH   SOLE   371,265 320,887 773,089
NEVRO CORP COM COMMON 64157F103 78,230 782,459 SH   SOLE   592,651 55,278 134,530
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 385,290 12,546,101 SH   SOLE   6,116,957 982,321 5,446,823
PAYCOM SOFTWARE INC COM COMMON 70432V102 350 1,736 SH   SOLE   37 1,699 0
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 24,870 3,488,146 SH   SOLE   2,760,004 293,709 434,433
PAYPAL HLDGS INC COM COMMON 70450Y103 352,233 3,679,065 SH   SOLE   1,122,772 951,004 1,605,289
PAPA JOHNS INTL INC COM COMMON 698813102 158,388 2,967,745 SH   SOLE   2,341,534 255,299 370,912
LIVERAMP HOLDINGS INC COMMON 53815P108 179,785 5,461,278 SH   SOLE   4,030,417 581,825 849,036
REDFIN CORP COM COMMON 75737F108 57,446 3,725,458 SH   SOLE   2,993,370 257,831 474,257
SAFRAN SA EUR0.20 COMMON F4035A557 71,938 813,756 SH   SOLE   9,192 25,356 779,208
SAILPOINT TECHNOLOGIES HLDGS INC COM COMMON 78781P105 66,015 4,337,404 SH   SOLE   3,265,288 555,567 516,549
SCHWAB CHARLES CORP COM NEW COMMON 808513105 268,297 7,980,297 SH   SOLE   2,420,786 2,094,670 3,464,841
STITCH FIX INC CL A CL A COMMON 860897107 78,643 6,192,382 SH   SOLE   4,847,527 579,046 765,809
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 2,723 19,000 SH   SOLE   396 18,604 0
BIO-TECHNE CORP COM COMMON 09073M104 188,660 994,941 SH   SOLE   799,415 68,794 126,732
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 71,660 390,756 SH   SOLE   312,367 28,749 49,640
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 241,320 2,034,573 SH   SOLE   603,888 516,765 913,920
TWILIO INC CL A CL A COMMON 90138F102 162,862 1,819,893 SH   SOLE   541,075 465,193 813,625
UBER TECHNOLOGIES INC COM USD0.00001 COMMON 90353T100 315,073 11,284,884 SH   SOLE   2,775,160 2,400,992 6,108,732
UBISOFT ENTERTAIN NPV COMMON F9396N106 70,662 953,528 SH   SOLE   10,520 7,568 935,440
UNITEDHEALTH GROUP INC COM COMMON 91324P102 468,671 1,879,347 SH   SOLE   474,257 406,607 998,483
VISA INC COM CL A STK COMMON 92826C839 662,933 4,114,535 SH   SOLE   1,002,361 876,399 2,235,775
VARONIS SYS INC COM COMMON 922280102 119,863 1,882,579 SH   SOLE   1,489,041 158,843 234,695
VESTAS WIND SYSTEM DKK1 COMMON K9773J128 47,738 584,660 SH   SOLE   6,452 0 578,208
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 7 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 136,708 4,338,566 SH   SOLE   3,264,109 406,506 667,951
WIX.COM LTD COM ILS0.01 COMMON M98068105 234,453 2,325,466 SH   SOLE   1,373,415 147,499 804,552
WASTE MGMT INC DEL COM STK COMMON 94106L109 193,847 2,094,295 SH   SOLE   631,426 560,420 902,449
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 72,268 1,844,132 SH   SOLE   20,524 18,792 1,804,816
MONOTARO CO.LTD NPV COMMON J46583100 64,099 2,403,226 SH   SOLE   26,473 0 2,376,753
OTSUKA HOLDINGS CO LTD COMMON J63117105 72,298 1,837,388 SH   SOLE   20,297 0 1,817,091