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 151,668 521,216 SH   SOLE   367,288 78,343 75,585
ALLERGAN PLC. COM STK COMMON G0177J108 335,549 1,993,874 SH   SOLE   752,375 549,823 691,676
AMADEUS IT GROUP EUR0.01 COMMON E04908112 87,125 1,178,657 SH   SOLE   15,034 4,781 1,158,842
APPLIED MATERIALS INC COM COMMON 038222105 480,022 8,631,944 SH   SOLE   3,431,268 2,249,088 2,951,588
AFFILIATED MANAGERS GROUP INC COM STK COMMON 008252108 85,826 452,720 SH   SOLE   319,351 67,505 65,864
ARISTA NETWORKS INC COM COMMON 040413106 294,636 1,154,079 SH   SOLE   439,259 310,776 404,044
ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) COMMON N07059202 248,683 1,252,436 SH   SOLE   481,534 327,839 443,063
ASML HOLDING NV EUR0.09 COMMON N07059202 85,226 431,812 SH   SOLE   5,479 3,778 422,555
ATHENAHEALTH INC COM MON STOCK COMMON 04685W103 74,691 522,208 SH   SOLE   357,771 90,780 73,657
BOEING CO COM COMMON 097023105 6,284 19,167 SH   SOLE   270 18,897 0
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 59,143 322,235 SH   SOLE   4,075 3,959 314,201
ADR BAIDU INC SPONS REPR 0.10 ORD CLS'A' ADR 056752108 60,577 271,417 SH   SOLE   3,436 9,345 258,636
BIOGEN INC COMMON STOCK COMMON 09062X103 547,009 1,997,699 SH   SOLE   686,664 472,738 838,297
BLACKBAUD INC COM COMMON 09227Q100 99,906 981,308 SH   SOLE   699,276 138,041 143,991
BUNZL PLC ORD GBP0.32142857 COMMON G16968110 62,423 2,126,032 SH   SOLE   26,803 0 2,099,229
CARGURUS INC CL A CL A COMMON 141788109 771 20,046 SH   SOLE   276 19,770 0
CARS COM INC COM COMMON 14575E105 127,335 4,494,725 SH   SOLE   3,154,692 694,271 645,762
CAMBREX CORP COM COMMON 132011107 48,255 922,664 SH   SOLE   652,137 131,612 138,915
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 489,133 4,462,490 SH   SOLE   1,698,298 1,202,558 1,561,634
CENTENNIAL RESOURCE DEVELOPMENT INC COM USD0.01 COMMON 15136A102 2,615 142,527 SH   SOLE   1,999 140,528 0
CORE LABORATORIES NV NLG0.03 COMMON N22717107 52,724 487,199 SH   SOLE   348,263 68,004 70,932
CME GROUP INC COM STK COMMON 12572Q105 434,768 2,688,072 SH   SOLE   861,926 583,870 1,242,276
DOLLAR GEN CORP NEW COM COMMON 256677105 438,624 4,688,659 SH   SOLE   1,787,930 1,257,200 1,643,529
DELIVERY HERO AG NPV COMMON D1T0KZ103 62,300 1,286,305 SH   SOLE   16,264 0 1,270,041
DUNKIN BRANDS GROUP INC COM COMMON 265504100 105,744 1,771,564 SH   SOLE   1,224,350 298,017 249,197
DOMINOS PIZZA INC COM COMMON 25754A201 317,354 1,358,771 SH   SOLE   514,393 371,223 473,155
DSV DKK1 COMMON K3013J154 70,452 898,447 SH   SOLE   11,403 0 887,044
ELECTR ARTS COM COMMON 285512109 491,736 4,055,894 SH   SOLE   1,372,585 874,909 1,808,400
EBAY INC COM USD0.001 COMMON 278642103 626,717 15,574,502 SH   SOLE   5,307,908 3,493,345 6,773,249
ELEMENT FLEET MGMT COM NPV COMMON 286181201 534 166,281 SH   SOLE   2,274 164,007 0
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 121,354 3,956,783 SH   SOLE   2,715,729 688,360 552,694
EQUINIX INC COM PAR $0.001 REIT 29444U700 247,408 591,687 SH   SOLE   226,048 157,239 208,400
EVOLENT HEALTH INC CL A CL A COMMON 30050B101 618 43,429 SH   SOLE   558 42,871 0
EXPEDITORS INTL WASH INC COM COMMON 302130109 67,129 1,060,493 SH   SOLE   729,043 182,655 148,795
EXPERIAN ORD USD0.10 COMMON G32655105 73,533 3,412,546 SH   SOLE   44,037 32,324 3,336,185
FEDEX CORP COM COMMON 31428X106 656,526 2,734,273 SH   SOLE   951,441 639,858 1,142,974
GRACO INC COM COMMON 384109104 82,697 1,808,777 SH   SOLE   1,288,906 254,450 265,421
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 330,984 320,787 SH   SOLE   109,473 70,684 140,630
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 596,891 575,517 SH   SOLE   206,186 140,764 228,567
GRIFOLS SA COMMON E5706X215 59,462 2,096,897 SH   SOLE   26,457 0 2,070,440
SCOUT24 AG NPV COMMON D345XT105 84,683 1,815,924 SH   SOLE   23,227 44,659 1,748,038
INTERCONTINENTAL EXCHANGE INC COM COMMON 45866F104 609,494 8,404,505 SH   SOLE   2,909,848 1,828,371 3,666,286
INTERCONTINENTAL HOTELS GROUP COMMON G4804L148 60,920 1,018,466 SH   SOLE   13,558 0 1,004,908
ILLUMINA INC COM COMMON 452327109 326,002 1,378,911 SH   SOLE   441,886 324,921 612,104
IHS MARKIT LTD COM COMMON G47567105 68,877 1,427,810 SH   SOLE   18,228 52,638 1,356,944
IPG PHOTONICS CORP COM COMMON 44980X109 78,080 334,563 SH   SOLE   4,278 11,236 319,049
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 597,115 6,086,186 SH   SOLE   2,134,710 1,385,515 2,565,961
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 77,391 1,184,989 SH   SOLE   15,040 0 1,169,949
J2 GLOBAL INC COM COMMON 48123V102 105,972 1,342,785 SH   SOLE   911,132 245,115 186,538
KINDER MORGAN INC DEL COM COMMON 49456B101 1,673 111,124 SH   SOLE   1,615 109,509 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 93,109 2,973,790 SH   SOLE   1,113,430 837,132 1,023,228
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 476,222 15,649,765 SH   SOLE   5,484,629 3,541,021 6,624,115
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 5,085 132,100 SH   SOLE   132,100 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 74,569 2,132,994 SH   SOLE   1,445,318 362,922 324,754
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 73,497 6,836,964 SH   SOLE   4,194,257 1,782,026 860,681
MASTERCARD INC CL A COMMON 57636Q104 876,286 5,002,779 SH   SOLE   1,676,909 1,195,616 2,130,254
MICRO FOCUS INTL ORD GBP0.10 COMMON G6117L186 28,349 2,049,819 SH   SOLE   25,962 64,366 1,959,491
MERCADOLIBRE INC COM STK COMMON 58733R102 58,055 162,899 SH   SOLE   2,069 2,186 158,644
MSCI INC COMMON COMMON 55354G100 65,812 440,308 SH   SOLE   313,795 61,920 64,593
MICROSOFT CORP COM COMMON 594918104 1,246,380 13,655,969 SH   SOLE   4,982,166 2,963,789 5,710,014
NASPERS 'N' ZAR0.02 COMMON S53435103 3,449 14,126 SH   SOLE   198 13,928 0
SERVICENOW INC COM USD0.001 COMMON 81762P102 297 1,796 SH   SOLE   29 1,767 0
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 182,301 7,564,384 SH   SOLE   4,973,095 1,373,482 1,217,807
OUTFRONT MEDIA INC COM REIT 69007J106 59,510 3,175,563 SH   SOLE   2,232,953 487,959 454,651
PAYCOM SOFTWARE INC COM COMMON 70432V102 114,625 1,067,374 SH   SOLE   758,297 154,576 154,501
PAYPAL HLDGS INC COM COMMON 70450Y103 1,134,709 14,955,975 SH   SOLE   5,165,651 3,502,676 6,287,648
QURATE RETAIL GROUP INC COMMON 74915M100 404,593 16,074,433 SH   SOLE   6,409,533 4,141,442 5,523,458
REDFIN CORP COM COMMON 75737F108 94,822 4,153,397 SH   SOLE   2,777,128 807,328 568,941
SCHWAB CHARLES CORP COM NEW COMMON 808513105 507,367 9,715,954 SH   SOLE   3,729,048 2,668,005 3,318,901
SAMSUNG ELECTRONIC GDR GDR 796050888 2,467 2,153 SH   SOLE   24 2,129 0
SHUTTERSTOCK INC COM COMMON 825690100 39,555 821,496 SH   SOLE   585,443 115,535 120,518
SYMANTEC CORP COM COMMON 871503108 299,894 11,601,328 SH   SOLE   4,659,000 2,988,128 3,954,200
BIO-TECHNE CORP COM COMMON 09073M104 137,374 909,522 SH   SOLE   650,149 126,952 132,421
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 134,590 410,148 SH   SOLE   287,261 63,422 59,465
TRIPADVISOR INC COM USD0.001 COMMON 896945201 422,018 10,320,816 SH   SOLE   3,581,435 2,306,886 4,432,495
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 533,303 5,454,117 SH   SOLE   1,899,689 1,301,401 2,253,027
UBIQUITI NETWORKS INC COM USD0.001 COMMON 90347A100 79,961 1,162,232 SH   SOLE   816,259 177,964 168,009
UNITEDHEALTH GROUP INC COM COMMON 91324P102 337,314 1,576,238 SH   SOLE   479,331 343,855 753,052
VISA INC COM CL A STK COMMON 92826C839 979,520 8,188,599 SH   SOLE   2,941,298 1,919,044 3,328,257
VARONIS SYS INC COM COMMON 922280102 401 6,635 SH   SOLE   96 6,539 0
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 10 164 SH   SOLE   0 0 164
WIX.COM LTD COM ILS0.01 COMMON M98068105 140,578 1,767,174 SH   SOLE   1,211,199 307,025 248,950
DENTSPLY SIRONA INC COM COMMON 24906P109 338,706 6,732,396 SH   SOLE   2,664,100 1,760,575 2,307,721
YELP INC CL A COMMON 985817105 87,530 2,096,531 SH   SOLE   1,451,339 347,111 298,081
ZEE ENTERTAIN ENT INR1 COMMON 618853907 416,189 4,714,338 SH   SOLE   0 0 4,714,338
ZALANDO SE NPV COMMON D98423102 45,018 824,951 SH   SOLE   10,461 6,266 808,224
ZEBRA TECHNOLOGIES CORP CL A COMMON 989207105 94,359 677,920 SH   SOLE   462,528 120,225 95,167
SAMSUNG ELECTRONIC KRW5000 COMMON Y74718100 87,437 37,789 SH   SOLE   481 335 36,973
TENCENT HLDGS LIMITED COMMON STOCK COMMON G87572163 1,034 19,830 SH   SOLE   303 19,527 0
MONOTARO CO.LTD NPV COMMON J46583100 52,946 1,472,941 SH   SOLE   18,672 0 1,454,269
START TODAY CO LTD NPV COMMON J7665M102 72,102 2,696,106 SH   SOLE   34,362 60,946 2,600,798