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
ABBOTT LABS COM 002824100 2,482,165 20,712,324 SH   SOLE   20,712,324 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,192,004 7,934,854 SH   SOLE   7,934,854 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,879,000 6,056,335 SH   SOLE   6,056,335 0 0
ALARM COM HLDGS INC COM 011642105 11,972 138,601 SH   SOLE   138,601 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 309,188 1,363,684 SH   SOLE   1,363,684 0 0
ALIGN TECHNOLOGY INC COM 016255101 847,291 1,564,625 SH   SOLE   1,564,625 0 0
ALPHABET INC CAP STK CL C 02079K107 3,209,242 1,551,385 SH   SOLE   1,551,385 0 0
ALPHABET INC CAP STK CL A 02079K305 984,666 477,409 SH   SOLE   477,409 0 0
ALTAIR ENGR INC COM CL A 021369103 6,415 102,529 SH   SOLE   102,529 0 0
AMAZON COM INC COM 023135106 1,997,340 645,536 SH   SOLE   645,536 0 0
AMN HEALTHCARE SVCS INC COM 001744101 7,208 97,802 SH   SOLE   97,802 0 0
AON PLC SHS CL A G0403H108 121,080 526,184 SH   SOLE   526,184 0 0
APPFOLIO INC COM CL A 03783C100 10,863 76,817 SH   SOLE   76,817 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,538 24,513 SH   SOLE   24,513 0 0
AUTODESK INC COM 052769106 1,584,557 5,717,326 SH   SOLE   5,717,326 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 45,446 241,129 SH   SOLE   241,129 0 0
BLACKLINE INC COM 09239B109 11,330 104,517 SH   SOLE   104,517 0 0
CDW CORP COM 12514G108 2,647 15,967 SH   SOLE   15,967 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,907 17,034 SH   SOLE   17,034 0 0
COPART INC COM 217204106 1,978 18,212 SH   SOLE   18,212 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 11,260 249,436 SH   SOLE   249,436 0 0
DYNATRACE INC COM NEW 268150109 3,689 76,473 SH   SOLE   76,473 0 0
ENDAVA PLC ADS 29260V105 11,378 134,349 SH   SOLE   134,349 0 0
ENVESTNET INC COM 29404K106 5,894 81,606 SH   SOLE   81,606 0 0
ETSY INC COM 29786A106 16,566 82,144 SH   SOLE   82,144 0 0
EURONET WORLDWIDE INC COM 298736109 8,459 61,161 SH   SOLE   61,161 0 0
EXPONENT INC COM 30214U102 12,621 129,515 SH   SOLE   129,515 0 0
FACEBOOK INC CL A 30303M102 3,681,007 12,497,902 SH   SOLE   12,497,902 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,886 40,703 SH   SOLE   40,703 0 0
FOX FACTORY HLDG CORP COM 35138V102 15,204 119,659 SH   SOLE   119,659 0 0
GARTNER INC COM 366651107 1,154,101 6,322,108 SH   SOLE   6,322,108 0 0
GENERAC HLDGS INC COM 368736104 4,250 12,979 SH   SOLE   12,979 0 0
GLOBANT S A COM L44385109 15,021 72,353 SH   SOLE   72,353 0 0
GOOSEHEAD INS INC COM CL A 38267D109 13,399 125,010 SH   SOLE   125,010 0 0
HEICO CORP NEW COM 422806109 1,813 14,413 SH   SOLE   14,413 0 0
HELEN OF TROY LTD COM G4388N106 8,418 39,962 SH   SOLE   39,962 0 0
HOULIHAN LOKEY INC CL A 441593100 8,399 126,281 SH   SOLE   126,281 0 0
ICON PLC SHS G4705A100 150,724 767,550 SH   SOLE   767,550 0 0
ILLUMINA INC COM 452327109 912,922 2,377,029 SH   SOLE   2,377,029 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 766,160 1,036,837 SH   SOLE   1,036,837 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 42,998 176,917 SH   SOLE   176,917 0 0
LAUDER ESTEE COS INC CL A 518439104 47,362 162,841 SH   SOLE   162,841 0 0
MALIBU BOATS INC COM CL A 56117J100 7,163 89,901 SH   SOLE   89,901 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,085,075 5,856,129 SH   SOLE   5,856,129 0 0
MEDPACE HLDGS INC COM 58506Q109 13,444 81,948 SH   SOLE   81,948 0 0
MEDTRONIC PLC SHS G5960L103 104,834 887,449 SH   SOLE   887,449 0 0
MICROSOFT CORP COM 594918104 3,626,689 15,382,318 SH   SOLE   15,382,318 0 0
MSCI INC COM 55354G100 573,330 1,367,415 SH   SOLE   1,367,415 0 0
NETFLIX INC COM 64110L106 1,224,241 2,346,817 SH   SOLE   2,346,817 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 100,650 7,189,265 SH   SOLE   7,189,265 0 0
NIKE INC CL B 654106103 993,698 7,477,597 SH   SOLE   7,477,597 0 0
PAYLOCITY HLDG CORP COM 70438V106 6,379 35,471 SH   SOLE   35,471 0 0
PAYPAL HLDGS INC COM 70450Y103 1,562,512 6,434,326 SH   SOLE   6,434,326 0 0
PROGYNY INC COM 74340E103 9,873 221,805 SH   SOLE   221,805 0 0
QUALYS INC COM 74758T303 6,985 66,665 SH   SOLE   66,665 0 0
REVOLVE GROUP INC CL A 76156B107 15,123 336,599 SH   SOLE   336,599 0 0
SALESFORCE COM INC COM 79466L302 1,955,254 9,228,555 SH   SOLE   9,228,555 0 0
SAP SE SPON ADR 803054204 82,786 674,210 SH   SOLE   674,210 0 0
SERVICENOW INC COM 81762P102 1,677,637 3,354,536 SH   SOLE   3,354,536 0 0
SIMULATIONS PLUS INC COM 829214105 8,269 130,758 SH   SOLE   130,758 0 0
STARBUCKS CORP COM 855244109 1,535,047 14,048,204 SH   SOLE   14,048,204 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1,131 55,214 SH   SOLE   55,214 0 0
TIMOTHY PLAN US LRGMD CP CORE 887432359 417 12,662 SH   SOLE   12,662 0 0
TREX CO INC COM 89531P105 6,244 68,209 SH   SOLE   68,209 0 0
UNILEVER PLC SPON ADR NEW 904767704 28,581 511,928 SH   SOLE   511,928 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,328,160 3,569,650 SH   SOLE   3,569,650 0 0
VISA INC COM CL A 92826C839 2,080,636 9,826,837 SH   SOLE   9,826,837 0 0
WINGSTOP INC COM 974155103 13,784 108,391 SH   SOLE   108,391 0 0
YANDEX N V SHS CLASS A N97284108 2,006 31,308 SH   SOLE   31,308 0 0
YETI HLDGS INC COM 98585X104 9,469 131,131 SH   SOLE   131,131 0 0
ZOETIS INC CL A 98978V103 1,824,815 11,587,601 SH   SOLE   11,587,601 0 0