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
ACTIVISION BLIZZARD INC COM 00507V109 125,755 2,522,170 SH   SOLE   2,522,170 0 0
ACTIVISION BLIZZARD INC COM 00507V109 50,482 1,012,475 SH   OTR 1 0 1,012,475 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 118,627 1,100,127 SH   SOLE   1,100,127 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,675 442,135 SH   OTR 1 0 442,135 0
ALPHABET INC CAP STK CL A 02079K305 168,154 198,342 SH   SOLE   198,342 0 0
ALPHABET INC CAP STK CL A 02079K305 72,377 85,370 SH   OTR 1 0 85,370 0
ALTERYX INC COM CL A 02156B103 2,237 143,100 SH   SOLE   143,100 0 0
ALTERYX INC COM CL A 02156B103 889 56,900 SH   OTR 1 0 56,900 0
AMAZON COM INC COM 023135106 57,786 65,182 SH   SOLE   65,182 0 0
AMAZON COM INC COM 023135106 24,655 27,810 SH   OTR 1 0 27,810 0
AMERICAN TOWER CORP NEW COM 03027X100 107,407 883,715 SH   SOLE   883,715 0 0
AMERICAN TOWER CORP NEW COM 03027X100 46,683 384,095 SH   OTR 1 0 384,095 0
ANALOG DEVICES INC COM 032654105 113,678 1,387,165 SH   SOLE   1,387,165 0 0
ANALOG DEVICES INC COM 032654105 46,219 563,995 SH   OTR 1 0 563,995 0
APPLIED MATLS INC COM 038222105 69,973 1,798,785 SH   SOLE   1,798,785 0 0
APPLIED MATLS INC COM 038222105 25,848 664,475 SH   OTR 1 0 664,475 0
ASPEN TECHNOLOGY INC COM 045327103 24,323 412,815 SH   SOLE   412,815 0 0
ASPEN TECHNOLOGY INC COM 045327103 10,473 177,753 SH   OTR 1 0 177,753 0
BAIDU INC SPON ADR REP A 056752108 30,103 174,492 SH   SOLE   174,492 0 0
BAIDU INC SPON ADR REP A 056752108 10,387 60,207 SH   OTR 1 0 60,207 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 39,849 1,341,706 SH   SOLE   1,341,706 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 15,839 533,294 SH   OTR 1 0 533,294 0
BWX TECHNOLOGIES INC COM 05605H100 36,396 764,630 SH   SOLE   764,630 0 0
BWX TECHNOLOGIES INC COM 05605H100 14,155 297,370 SH   OTR 1 0 297,370 0
CADENCE DESIGN SYSTEM INC COM 127387108 127,164 4,049,807 SH   SOLE   4,049,807 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 53,827 1,714,220 SH   OTR 1 0 1,714,220 0
CELGENE CORP COM 151020104 155,476 1,249,505 SH   SOLE   1,249,505 0 0
CELGENE CORP COM 151020104 69,936 562,050 SH   OTR 1 0 562,050 0
CINTAS CORP COM 172908105 72,264 571,080 SH   SOLE   571,080 0 0
CINTAS CORP COM 172908105 29,715 234,830 SH   OTR 1 0 234,830 0
CME GROUP INC COM 12572Q105 60,093 505,837 SH   SOLE   505,837 0 0
CME GROUP INC COM 12572Q105 25,060 210,940 SH   OTR 1 0 210,940 0
COSTCO WHSL CORP NEW COM 22160K105 61,040 364,007 SH   SOLE   364,007 0 0
COSTCO WHSL CORP NEW COM 22160K105 24,039 143,355 SH   OTR 1 0 143,355 0
DOLLAR GEN CORP NEW COM 256677105 28,094 402,890 SH   SOLE   402,890 0 0
DOLLAR GEN CORP NEW COM 256677105 11,130 159,610 SH   OTR 1 0 159,610 0
DOLLAR TREE INC COM 256746108 131,386 1,674,563 SH   SOLE   1,674,563 0 0
DOLLAR TREE INC COM 256746108 57,074 727,423 SH   OTR 1 0 727,423 0
ELECTRONIC ARTS INC COM 285512109 140,552 1,570,057 SH   SOLE   1,570,057 0 0
ELECTRONIC ARTS INC COM 285512109 56,498 631,125 SH   OTR 1 0 631,125 0
EQUINIX INC COM PAR $0.001 29444U700 105,326 263,072 SH   SOLE   263,072 0 0
EQUINIX INC COM PAR $0.001 29444U700 43,604 108,910 SH   OTR 1 0 108,910 0
FACEBOOK INC CL A 30303M102 154,389 1,086,865 SH   SOLE   1,086,865 0 0
FACEBOOK INC CL A 30303M102 62,381 439,150 SH   OTR 1 0 439,150 0
FIDELITY NATL INFORMATION SV COM 31620M106 70,902 890,507 SH   SOLE   890,507 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,513 383,230 SH   OTR 1 0 383,230 0
FLEETCOR TECHNOLOGIES INC COM 339041105 71,259 470,571 SH   SOLE   470,571 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 29,231 193,030 SH   OTR 1 0 193,030 0
GENERAL DYNAMICS CORP COM 369550108 40,224 214,870 SH   SOLE   214,870 0 0
GENERAL DYNAMICS CORP COM 369550108 15,936 85,130 SH   OTR 1 0 85,130 0
GLOBAL PMTS INC COM 37940X102 61,144 757,860 SH   SOLE   757,860 0 0
GLOBAL PMTS INC COM 37940X102 25,756 319,235 SH   OTR 1 0 319,235 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 136,679 2,282,925 SH   SOLE   2,282,925 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 60,554 1,011,425 SH   OTR 1 0 1,011,425 0
JD COM INC SPON ADR CL A 47215P106 46,954 1,509,300 SH   SOLE   1,509,300 0 0
JD COM INC SPON ADR CL A 47215P106 17,677 568,200 SH   OTR 1 0 568,200 0
KAR AUCTION SVCS INC COM 48238T109 39,550 905,647 SH   SOLE   905,647 0 0
KAR AUCTION SVCS INC COM 48238T109 16,622 380,635 SH   OTR 1 0 380,635 0
KKR & CO L P DEL COM UNITS 48248M102 14,349 787,135 SH   SOLE   787,135 0 0
KKR & CO L P DEL COM UNITS 48248M102 5,704 312,865 SH   OTR 1 0 312,865 0
LAM RESEARCH CORP COM 512807108 76,292 594,360 SH   SOLE   594,360 0 0
LAM RESEARCH CORP COM 512807108 28,898 225,130 SH   OTR 1 0 225,130 0
MARTIN MARIETTA MATLS INC COM 573284106 34,372 157,490 SH   SOLE   157,490 0 0
MARTIN MARIETTA MATLS INC COM 573284106 13,643 62,510 SH   OTR 1 0 62,510 0
MASTERCARD INCORPORATED CL A 57636Q104 104,119 925,752 SH   SOLE   925,752 0 0
MASTERCARD INCORPORATED CL A 57636Q104 44,807 398,390 SH   OTR 1 0 398,390 0
MATCH GROUP INC COM 57665R106 11,452 701,300 SH   SOLE   701,300 0 0
MATCH GROUP INC COM 57665R106 4,840 296,375 SH   OTR 1 0 296,375 0
MERCURY SYS INC COM 589378108 22,984 588,577 SH   SOLE   588,577 0 0
MERCURY SYS INC COM 589378108 8,616 220,640 SH   OTR 1 0 220,640 0
MICROCHIP TECHNOLOGY INC COM 595017104 93,258 1,263,995 SH   SOLE   1,263,995 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 38,827 526,250 SH   OTR 1 0 526,250 0
MICROSOFT CORP COM 594918104 169,854 2,579,017 SH   SOLE   2,579,017 0 0
MICROSOFT CORP COM 594918104 73,238 1,112,025 SH   OTR 1 0 1,112,025 0
NETEASE INC SPONSORED ADR 64110W102 167,940 591,339 SH   SOLE   591,339 0 0
NETEASE INC SPONSORED ADR 64110W102 66,814 235,260 SH   OTR 1 0 235,260 0
NORTHROP GRUMMAN CORP COM 666807102 52,362 220,155 SH   SOLE   220,155 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,532 98,940 SH   OTR 1 0 98,940 0
PAYPAL HLDGS INC COM 70450Y103 56,575 1,315,092 SH   SOLE   1,315,092 0 0
PAYPAL HLDGS INC COM 70450Y103 25,008 581,300 SH   OTR 1 0 581,300 0
PREMIER INC CL A 74051N102 39,869 1,252,571 SH   SOLE   1,252,571 0 0
PREMIER INC CL A 74051N102 17,294 543,338 SH   OTR 1 0 543,338 0
QUALCOMM INC COM 747525103 1,656 28,873 SH   SOLE   28,873 0 0
QUALCOMM INC COM 747525103 1,606 28,000 SH   OTR 1 0 28,000 0
RESTAURANT BRANDS INTL INC COM 76131D103 4,990 89,530 SH   SOLE   89,530 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,977 35,470 SH   OTR 1 0 35,470 0
SHERWIN WILLIAMS CO COM 824348106 49,987 161,150 SH   SOLE   161,150 0 0
SHERWIN WILLIAMS CO COM 824348106 19,806 63,850 SH   OTR 1 0 63,850 0
SINA CORP ORD G81477104 36,728 509,260 SH   SOLE   509,260 0 0
SINA CORP ORD G81477104 14,023 194,440 SH   OTR 1 0 194,440 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 40,922 687,874 SH   SOLE   687,874 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 16,086 270,390 SH   OTR 1 0 270,390 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 64,663 1,826,625 SH   SOLE   1,826,625 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 29,463 832,280 SH   OTR 1 0 832,280 0
SYNOPSYS INC COM 871607107 123,405 1,710,870 SH   SOLE   1,710,870 0 0
SYNOPSYS INC COM 871607107 50,222 696,265 SH   OTR 1 0 696,265 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 53,777 907,320 SH   SOLE   907,320 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 21,022 354,680 SH   OTR 1 0 354,680 0
TERADYNE INC COM 880770102 77,668 2,497,355 SH   SOLE   2,497,355 0 0
TERADYNE INC COM 880770102 34,200 1,099,690 SH   OTR 1 0 1,099,690 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 15,139 656,775 SH   SOLE   656,775 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5,997 260,180 SH   OTR 1 0 260,180 0
ULTA BEAUTY INC COM 90384S303 72,785 255,180 SH   SOLE   255,180 0 0
ULTA BEAUTY INC COM 90384S303 30,361 106,445 SH   OTR 1 0 106,445 0
VANTIV INC CL A 92210H105 40,984 639,170 SH   SOLE   639,170 0 0
VANTIV INC CL A 92210H105 18,731 292,130 SH   OTR 1 0 292,130 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 19,828 1,486,365 SH   SOLE   1,486,365 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 7,459 559,150 SH   OTR 1 0 559,150 0
VISA INC COM CL A 92826C839 101,296 1,139,821 SH   SOLE   1,139,821 0 0
VISA INC COM CL A 92826C839 43,854 493,460 SH   OTR 1 0 493,460 0
VULCAN MATLS CO COM 929160109 40,431 335,580 SH   SOLE   335,580 0 0
VULCAN MATLS CO COM 929160109 15,833 131,420 SH   OTR 1 0 131,420 0
XILINX INC COM 983919101 96,385 1,664,962 SH   SOLE   1,664,962 0 0
XILINX INC COM 983919101 41,492 716,745 SH   OTR 1 0 716,745 0
ZAYO GROUP HLDGS INC COM 98919V105 14,090 428,280 SH   SOLE   428,280 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,586 169,790 SH   OTR 1 0 169,790 0