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 108,011 240,160 SH   SOLE   182,397 36,229 21,534
ACXIOM HOLDINGS INC COM COMMON 005125109 276,396 5,593,940 SH   SOLE   2,262,123 821,941 2,509,876
AUTODESK INC COM COMMON 052769106 492,694 3,156,075 SH   SOLE   1,117,730 847,000 1,191,345
AMADEUS IT GROUP EUR0.01 COMMON E04908112 109,496 1,179,219 SH   SOLE   15,596 4,781 1,158,842
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 56,652 2,832,601 SH   SOLE   2,092,372 494,546 245,683
APPLIED MATERIALS INC COM COMMON 038222105 287,390 7,435,730 SH   SOLE   2,609,015 2,047,221 2,779,494
AFFILIATED MANAGERS GROUP INC COM STK COMMON 008252108 60,709 444,046 SH   SOLE   336,016 68,391 39,639
ARISTA NETWORKS INC COM COMMON 040413106 366,087 1,376,995 SH   SOLE   482,956 376,733 517,306
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 25,890 1,135,560 SH   SOLE   14,511 0 1,121,049
ASML HOLDING NV EUR0.09 COMMON N07059202 80,589 431,633 SH   SOLE   5,698 3,380 422,555
BOEING CO COM COMMON 097023105 21,939 58,994 SH   SOLE   19,147 21,475 18,372
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 261,311 1,586,011 SH   SOLE   449,610 344,904 791,497
BAIDU INC SPONS ADR REPR 0.10 ORD CLS A ADR 056752108 94,880 414,907 SH   SOLE   5,345 6,263 403,299
BIOGEN INC COMMON STOCK COMMON 09062X103 792,042 2,241,778 SH   SOLE   701,473 552,727 987,578
BUNZL PLC ORD GBP0.32142857 COMMON G16968110 77,984 2,480,111 SH   SOLE   32,557 0 2,447,554
CARS COM INC COM COMMON 14575E105 121,964 4,417,398 SH   SOLE   3,351,485 671,158 394,755
CAMBREX CORP COM COMMON 132011107 72,300 1,057,019 SH   SOLE   802,161 160,429 94,429
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 366,119 3,288,597 SH   SOLE   1,156,895 892,143 1,239,559
CENTENNIAL RESOURCE DEVELOPMENT INC COM USD0.01 COMMON 15136A102 3,640 166,629 SH   SOLE   2,835 163,794 0
CORE LABORATORIES NV NLG0.03 COMMON N22717107 48,079 415,083 SH   SOLE   317,380 60,449 37,254
CME GROUP INC COM STK COMMON 12572Q105 410,976 2,414,529 SH   SOLE   676,661 520,920 1,216,948
COUPA SOFTWARE INC COM COMMON 22266L106 87,361 1,104,442 SH   SOLE   835,493 170,690 98,259
DOLLAR GEN CORP NEW COM COMMON 256677105 457,112 4,182,178 SH   SOLE   1,457,866 1,163,213 1,561,099
DUNKIN BRANDS GROUP INC COM COMMON 265504100 120,563 1,635,418 SH   SOLE   1,231,235 259,401 144,782
DSV DKK1 COMMON K3013J154 81,693 898,901 SH   SOLE   11,857 0 887,044
ELECTR ARTS COM COMMON 285512109 476,525 3,954,899 SH   SOLE   1,166,491 883,800 1,904,608
EBAY INC COM USD0.001 COMMON 278642103 219,266 6,640,404 SH   SOLE   2,322,079 1,831,739 2,486,586
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 143,451 4,470,292 SH   SOLE   3,362,459 712,276 395,557
EQUINIX INC COM PAR $0.001 REIT 29444U700 195,541 451,711 SH   SOLE   159,468 121,367 170,876
EVOLENT HEALTH INC CL A CL A COMMON 30050B101 1,152 40,593 SH   SOLE   558 40,035 0
EXPEDITORS INTL WASH INC COM COMMON 302130109 76,210 1,036,454 SH   SOLE   761,594 185,311 89,549
EXPERIAN ORD USD0.10 COMMON G32655105 87,667 3,414,172 SH   SOLE   45,663 32,324 3,336,185
FEDEX CORP COM COMMON 31428X106 636,519 2,643,463 SH   SOLE   809,592 630,152 1,203,719
LIBERTY MEDIA CORPORATION COM USD0.01 SER C FORMULA COMMON 531229854 67,688 1,820,075 SH   SOLE   1,384,052 273,013 163,010
GRACO INC COM COMMON 384109104 82,203 1,773,931 SH   SOLE   1,355,005 259,188 159,738
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 316,024 264,795 SH   SOLE   81,553 61,367 121,875
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 561,128 464,864 SH   SOLE   150,330 112,218 202,316
SCOUT24 AG NPV COMMON D345XT105 72,747 1,561,044 SH   SOLE   20,688 31,498 1,508,858
HAEMONETICS CORP MASS COM COMMON 405024100 164,899 1,439,167 SH   SOLE   447,155 104,448 887,564
HASBRO INC COM COMMON 418056107 423,659 4,030,245 SH   SOLE   1,406,533 1,117,402 1,506,310
INTERCONTINENTAL EXCHANGE INC COM COMMON 45866F104 552,623 7,379,135 SH   SOLE   2,223,562 1,645,564 3,510,009
INTERCONTINENTAL HOTELS GROUP COMMON G4804L148 63,469 1,018,966 SH   SOLE   14,058 0 1,004,908
ILLUMINA INC COM COMMON 452327109 524,609 1,429,221 SH   SOLE   428,741 335,936 664,544
IHS MARKIT LTD COM COMMON G47567105 67,439 1,249,808 SH   SOLE   16,053 44,499 1,189,256
IPG PHOTONICS CORP COM COMMON 44980X109 73,433 470,516 SH   SOLE   6,066 17,031 447,419
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 793,834 6,118,655 SH   SOLE   1,866,887 1,421,673 2,830,095
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 70,645 1,086,007 SH   SOLE   14,231 0 1,071,776
J2 GLOBAL INC COM COMMON 48123V102 159,587 1,926,226 SH   SOLE   1,423,573 335,271 167,382
KKR & CO INC COM NPV CLASS A COMMON 48251W104 625,742 22,946,175 SH   SOLE   7,199,332 5,576,265 10,170,578
KINDER MORGAN INC DEL COM COMMON 49456B101 1,629 91,931 SH   SOLE   1,615 90,316 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 92,940 3,212,613 SH   SOLE   1,114,091 905,647 1,192,875
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 481,907 17,113,208 SH   SOLE   5,157,620 3,815,133 8,140,455
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 5,487 122,698 SH   SOLE   122,698 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 83,694 1,873,371 SH   SOLE   1,383,087 312,319 177,965
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 113,792 7,662,806 SH   SOLE   5,352,639 1,681,776 628,391
MASTERCARD INC CL A COMMON 57636Q104 891,810 4,006,157 SH   SOLE   1,237,806 955,524 1,812,827
MERCADOLIBRE INC COM STK COMMON 58733R102 82,635 242,710 SH   SOLE   3,193 1,749 237,768
MSCI INC COMMON COMMON 55354G100 55,498 312,829 SH   SOLE   239,088 45,623 28,118
MICROSOFT CORP COM COMMON 594918104 1,366,765 11,950,388 SH   SOLE   3,779,432 2,838,906 5,332,050
SERVICENOW INC COM USD0.001 COMMON 81762P102 251 1,288 SH   SOLE   29 1,259 0
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 273,129 11,798,263 SH   SOLE   5,187,018 1,618,912 4,992,333
OTSUKA HOLDINGS CO LTD COMMON J63117105 83,095 1,648,800 SH   SOLE   21,731 0 1,627,069
OUTFRONT MEDIA INC COM REIT 69007J106 43,266 2,168,766 SH   SOLE   1,624,760 353,122 190,884
PAYCOM SOFTWARE INC COM COMMON 70432V102 129,569 833,727 SH   SOLE   632,659 126,648 74,420
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 26,924 1,011,044 SH   SOLE   702,514 226,256 82,274
PAYPAL HLDGS INC COM COMMON 70450Y103 719,321 8,188,993 SH   SOLE   2,537,437 1,942,257 3,709,299
REDFIN CORP COM COMMON 75737F108 88,960 4,757,258 SH   SOLE   3,464,525 885,411 407,322
SCHWAB CHARLES CORP COM NEW COMMON 808513105 377,485 7,680,272 SH   SOLE   2,686,429 2,124,680 2,869,163
SPOTIFY TECHNOLOGY S A COM EUR0.025 COMMON L8681T102 209 1,159 SH   SOLE   39 1,120 0
SAMSUNG ELECTRONIC GDR GDR 796050888 2,156 2,060 SH   SOLE   33 2,027 0
BIO-TECHNE CORP COM COMMON 09073M104 164,333 805,121 SH   SOLE   615,151 117,534 72,436
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 113,423 492,932 SH   SOLE   369,016 80,520 43,396
TRIPADVISOR INC COM USD0.001 COMMON 896945201 561,129 10,987,460 SH   SOLE   3,432,614 2,614,545 4,940,301
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 550,728 3,991,076 SH   SOLE   1,408,390 1,079,695 1,502,991
UBIQUITI NETWORKS INC COM USD0.001 COMMON 90347A100 50,891 514,784 SH   SOLE   393,395 75,102 46,287
UNITEDHEALTH GROUP INC COM COMMON 91324P102 570,254 2,143,493 SH   SOLE   639,634 508,017 995,842
VISA INC COM CL A STK COMMON 92826C839 973,479 6,485,973 SH   SOLE   2,058,023 1,528,243 2,899,707
VARONIS SYS INC COM COMMON 922280102 48,498 662,097 SH   SOLE   471,649 135,163 55,285
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 11 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 84,061 1,512,720 SH   SOLE   1,150,113 227,578 135,029
WIX.COM LTD COM ILS0.01 COMMON M98068105 97,554 814,990 SH   SOLE   615,362 127,255 72,373
YELP INC CL A COMMON 985817105 99,642 2,025,258 SH   SOLE   1,521,982 323,881 179,395
ZEE ENTERTAIN ENT INR1 COMMON 618853907 37,191 6,144,584 SH   SOLE   0 0 6,144,584
SAMSUNG ELECTRONIC KRW5000 COMMON Y74718100 77,264 1,845,125 SH   SOLE   24,077 13,050 1,807,998
TENCENT HLDGS LIMITED COMMON STOCK COMMON G87572163 717 17,385 SH   SOLE   303 17,082 0
MONOTARO CO.LTD NPV COMMON J46583100 71,276 2,527,170 SH   SOLE   33,208 0 2,493,962
ZOZO INC COMMON J9893A108 35,754 1,181,108 SH   SOLE   15,183 19,342 1,146,583