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 109,608 267,958 SH   SOLE   189,300 37,492 41,166
AUTODESK INC COM COMMON 052769106 399,085 3,044,359 SH   SOLE   1,122,238 797,804 1,124,317
AMADEUS IT GROUP EUR0.01 COMMON E04908112 93,105 1,178,790 SH   SOLE   15,167 4,781 1,158,842
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 52,149 2,674,320 SH   SOLE   1,916,521 438,220 319,579
APPLIED MATERIALS INC COM COMMON 038222105 370,665 8,024,806 SH   SOLE   2,950,467 2,110,951 2,963,388
AFFILIATED MANAGERS GROUP INC COM STK COMMON 008252108 67,364 453,116 SH   SOLE   322,923 67,539 62,654
ARISTA NETWORKS INC COM COMMON 040413106 285,532 1,108,906 SH   SOLE   407,730 295,250 405,926
ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) COMMON N07059202 237,786 1,201,125 SH   SOLE   446,646 309,594 444,885
ASML HOLDING NV EUR0.09 COMMON N07059202 85,552 431,477 SH   SOLE   5,542 3,380 422,555
ATHENAHEALTH INC COM MON STOCK COMMON 04685W103 43,439 272,967 SH   SOLE   191,809 39,626 41,532
BOEING CO COM COMMON 097023105 21,384 63,736 SH   SOLE   19,156 21,975 22,605
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 313,926 1,692,055 SH   SOLE   511,174 361,791 819,090
ADR BAIDU INC SPONS REPR 0.10 ORD CLS'A' ADR 056752108 73,228 301,350 SH   SOLE   3,879 6,800 290,671
BIOGEN INC COMMON STOCK COMMON 09062X103 615,513 2,120,706 SH   SOLE   688,449 503,724 928,533
BLACKBAUD INC COM COMMON 09227Q100 100,644 982,378 SH   SOLE   706,613 138,772 136,993
BUNZL PLC ORD GBP0.32142857 COMMON G16968110 64,451 2,126,392 SH   SOLE   27,163 0 2,099,229
CARS COM INC COM COMMON 14575E105 128,392 4,522,464 SH   SOLE   3,185,148 723,404 613,912
CAMBREX CORP COM COMMON 132011107 56,327 1,077,012 SH   SOLE   771,216 158,741 147,055
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 384,648 3,567,505 SH   SOLE   1,316,718 939,547 1,311,240
CENTENNIAL RESOURCE DEVELOPMENT INC COM USD0.01 COMMON 15136A102 3,187 176,509 SH   SOLE   2,835 173,674 0
CORE LABORATORIES NV NLG0.03 COMMON N22717107 61,199 484,903 SH   SOLE   349,025 68,378 67,500
CME GROUP INC COM STK COMMON 12572Q105 423,060 2,580,898 SH   SOLE   765,164 550,865 1,264,869
DOLLAR GEN CORP NEW COM COMMON 256677105 444,338 4,506,479 SH   SOLE   1,658,702 1,196,412 1,651,365
DELIVERY HERO AG NPV COMMON D1T0KZ103 80,209 1,506,113 SH   SOLE   19,231 8,876 1,478,006
DUNKIN BRANDS GROUP INC COM COMMON 265504100 130,112 1,883,774 SH   SOLE   1,330,614 298,694 254,466
DOMINOS PIZZA INC COM COMMON 25754A201 203,501 721,203 SH   SOLE   268,993 184,193 268,017
DSV DKK1 COMMON K3013J154 72,655 898,573 SH   SOLE   11,529 0 887,044
ELECTR ARTS COM COMMON 285512109 575,885 4,083,718 SH   SOLE   1,317,669 918,553 1,847,496
EBAY INC COM USD0.001 COMMON 278642103 518,898 14,310,483 SH   SOLE   4,554,056 3,278,445 6,477,982
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 145,038 4,604,390 SH   SOLE   3,226,433 767,380 610,577
EQUINIX INC COM PAR $0.001 REIT 29444U700 243,931 567,428 SH   SOLE   210,400 147,481 209,547
EVOLENT HEALTH INC CL A CL A COMMON 30050B101 854 40,593 SH   SOLE   558 40,035 0
EXPEDITORS INTL WASH INC COM COMMON 302130109 77,267 1,057,014 SH   SOLE   731,988 183,439 141,587
EXPERIAN ORD USD0.10 COMMON G32655105 84,492 3,412,924 SH   SOLE   44,415 32,324 3,336,185
FEDEX CORP COM COMMON 31428X106 596,478 2,626,966 SH   SOLE   839,757 606,691 1,180,518
LIBERTY MEDIA CORPORATION COM USD0.01 SER C FORMULA COMMON 531229854 61,072 1,644,842 SH   SOLE   1,203,383 240,772 200,687
GRACO INC COM COMMON 384109104 81,881 1,810,743 SH   SOLE   1,302,347 255,841 252,555
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 332,443 297,982 SH   SOLE   92,423 65,950 139,609
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 575,386 509,557 SH   SOLE   170,641 122,198 216,718
GRIFOLS SA COMMON E5706X215 63,171 2,097,246 SH   SOLE   26,806 0 2,070,440
SCOUT24 AG NPV COMMON D345XT105 82,886 1,561,192 SH   SOLE   20,135 32,199 1,508,858
HAEMONETICS CORP MASS COM COMMON 405024100 111,662 1,245,122 SH   SOLE   427,521 103,117 714,484
HASBRO INC COM COMMON 418056107 122,524 1,327,314 SH   SOLE   493,562 346,535 487,217
INTERCONTINENTAL EXCHANGE INC COM COMMON 45866F104 581,666 7,908,450 SH   SOLE   2,516,713 1,730,131 3,661,606
INTERCONTINENTAL HOTELS GROUP COMMON G4804L148 63,495 1,018,580 SH   SOLE   13,672 0 1,004,908
ILLUMINA INC COM COMMON 452327109 370,501 1,326,582 SH   SOLE   410,593 301,870 614,119
IHS MARKIT LTD COM COMMON G47567105 64,612 1,252,432 SH   SOLE   16,053 47,123 1,189,256
IPG PHOTONICS CORP COM COMMON 44980X109 87,616 397,121 SH   SOLE   5,103 11,202 380,816
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 627,899 6,290,316 SH   SOLE   2,016,611 1,413,562 2,860,143
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 81,954 1,085,615 SH   SOLE   13,839 0 1,071,776
J2 GLOBAL INC COM COMMON 48123V102 168,345 1,943,717 SH   SOLE   1,365,442 326,342 251,933
KKR & CO INC CL A COMMON 48251W104 6,489 261,144 SH   SOLE   0 261,144 0
KINDER MORGAN INC DEL COM COMMON 49456B101 1,626 92,029 SH   SOLE   1,615 90,414 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 97,531 3,541,449 SH   SOLE   1,269,210 1,009,855 1,262,384
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 489,935 18,411,724 SH   SOLE   5,833,800 4,076,376 8,501,548
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 5,748 130,939 SH   SOLE   130,939 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 92,994 2,109,437 SH   SOLE   1,461,960 338,473 309,004
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 106,513 6,615,761 SH   SOLE   4,235,933 1,560,913 818,915
MASTERCARD INC CL A COMMON 57636Q104 906,374 4,612,123 SH   SOLE   1,503,487 1,081,826 2,026,810
MERCADOLIBRE INC COM STK COMMON 58733R102 61,818 206,799 SH   SOLE   2,637 2,246 201,916
MSCI INC COMMON COMMON 55354G100 72,905 440,705 SH   SOLE   316,962 62,272 61,471
MICROSOFT CORP COM COMMON 594918104 1,282,807 13,008,901 SH   SOLE   4,386,717 2,901,504 5,720,680
NASPERS 'N' ZAR0.02 COMMON S53435103 2,972 11,706 SH   SOLE   198 11,508 0
SERVICENOW INC COM USD0.001 COMMON 81762P102 309 1,796 SH   SOLE   29 1,767 0
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 282,178 10,894,918 SH   SOLE   4,990,749 1,568,840 4,335,329
OUTFRONT MEDIA INC COM REIT 69007J106 61,353 3,154,400 SH   SOLE   2,237,826 483,967 432,607
PAYCOM SOFTWARE INC COM COMMON 70432V102 105,020 1,062,637 SH   SOLE   760,226 155,396 147,015
PAYPAL HLDGS INC COM COMMON 70450Y103 1,060,812 12,739,429 SH   SOLE   4,160,796 2,991,969 5,586,664
REDFIN CORP COM COMMON 75737F108 112,362 4,866,274 SH   SOLE   3,308,372 933,454 624,448
SCHWAB CHARLES CORP COM NEW COMMON 808513105 425,937 8,335,367 SH   SOLE   3,048,623 2,237,140 3,049,604
SPOTIFY TECHNOLOGY S A COM EUR0.025 COMMON L8681T102 354 2,105 SH   SOLE   39 2,066 0
SAMSUNG ELECTRONIC GDR GDR 796050888 2,143 2,051 SH   SOLE   24 2,027 0
SHUTTERSTOCK INC COM COMMON 825690100 39,014 822,054 SH   SOLE   591,210 116,168 114,676
BIO-TECHNE CORP COM COMMON 09073M104 121,159 818,920 SH   SOLE   590,264 112,590 116,066
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 88,949 416,040 SH   SOLE   291,782 67,674 56,584
TRIPADVISOR INC COM USD0.001 COMMON 896945201 519,610 9,327,055 SH   SOLE   2,956,545 2,111,299 4,259,211
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 577,356 4,877,968 SH   SOLE   1,603,811 1,155,341 2,118,816
UBIQUITI NETWORKS INC COM USD0.001 COMMON 90347A100 97,070 1,145,776 SH   SOLE   823,971 161,942 159,863
UNITEDHEALTH GROUP INC COM COMMON 91324P102 482,585 1,967,006 SH   SOLE   608,611 440,865 917,530
VISA INC COM CL A STK COMMON 92826C839 985,636 7,441,574 SH   SOLE   2,488,723 1,728,858 3,223,993
VARONIS SYS INC COM COMMON 922280102 494 6,635 SH   SOLE   96 6,539 0
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 9 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 73,699 1,252,746 SH   SOLE   918,810 180,781 153,155
WIX.COM LTD COM ILS0.01 COMMON M98068105 110,024 1,096,957 SH   SOLE   766,647 177,056 153,254
DENTSPLY SIRONA INC COM COMMON 24906P109 281,919 6,440,928 SH   SOLE   2,354,594 1,714,961 2,371,373
YELP INC CL A COMMON 985817105 80,966 2,066,537 SH   SOLE   1,462,807 320,109 283,621
ZEE ENTERTAIN ENT INR1 COMMON 618853907 48,798 6,144,584 SH   SOLE   0 0 6,144,584
ZEBRA TECHNOLOGIES CORP CL A COMMON 989207105 37,157 259,386 SH   SOLE   184,105 34,437 40,844
SAMSUNG ELECTRONIC KRW5000 COMMON Y74718100 77,192 1,844,525 SH   SOLE   23,477 13,050 1,807,998
TENCENT HLDGS LIMITED COMMON STOCK COMMON G87572163 909 18,130 SH   SOLE   303 17,827 0
MONOTARO CO.LTD NPV COMMON J46583100 71,816 1,623,085 SH   SOLE   20,718 0 1,602,367
START TODAY CO LTD NPV COMMON J7665M102 90,204 2,488,014 SH   SOLE   31,952 46,346 2,409,716