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
AGILENT TECHNOLOGIES INC COM 00846U101 13,829,931 196,058 SH   SOLE   196,058 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 395,292,192 2,399,200 SH   SOLE   2,334,702 0 64,498
ALPHABET INC CAP STK CL C 02079K107 71,720,386 60,094 SH   SOLE   60,094 0 0
AMETEK INC NEW COM 031100100 138,922,298 1,755,843 SH   SOLE   1,710,493 0 45,350
AMPHENOL CORP NEW CL A 032095101 274,877,060 2,923,602 SH   SOLE   2,833,966 0 89,636
ANSYS INC COM 03662Q105 163,179,788 874,115 SH   SOLE   835,524 0 38,591
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 15,861,870 459,099 SH   SOLE   459,099 0 0
ASPEN TECHNOLOGY INC COM 045327103 47,971,943 421,139 SH   SOLE   421,139 0 0
AVANOS MED INC COM 05350V106 35,718,435 521,437 SH   SOLE   521,437 0 0
BAIDU INC SPON ADR REP A 056752108 3,254,345 14,231 SH   SOLE   0 0 14,231
BECTON DICKINSON & CO COM 075887109 13,948,362 53,442 SH   SOLE   53,442 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,326,243 286,424 SH   SOLE   286,424 0 0
BIO RAD LABS INC CL A 090572207 58,505,030 186,923 SH   SOLE   186,923 0 0
BLACKBAUD INC COM 09227Q100 196,106,041 1,932,460 SH   SOLE   1,866,117 0 66,343
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 197,120,891 5,176,494 SH   SOLE   5,176,494 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 245,151,424 6,437,800 SH Call SOLE   6,437,800 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 275,447,111 2,337,467 SH   SOLE   2,267,678 0 69,789
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 58,509,347 1,313,931 SH   SOLE   1,313,931 0 0
BROWN & BROWN INC COM 115236101 244,246,781 8,259,952 SH   SOLE   8,003,209 0 256,743
CDW CORP COM 12514G108 150,068,772 1,687,683 SH   SOLE   1,687,683 0 0
CARLISLE COS INC COM 142339100 169,848,151 1,394,484 SH   SOLE   1,337,399 0 57,085
CATALENT INC COM 148806102 67,645,849 1,485,090 SH   SOLE   1,485,090 0 0
CERIDIAN HCM HLDG INC COM 15677J108 63,516,408 1,511,216 SH   SOLE   1,511,216 0 0
CINCINNATI FINL CORP COM 172062101 455,640,530 5,932,047 SH   SOLE   5,760,185 0 171,862
CINTAS CORP COM 172908105 79,232,993 400,551 SH   SOLE   400,551 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 4,039,223 144,775 SH   SOLE   144,775 0 0
COSTAR GROUP INC COM 22160N109 77,173,218 183,379 SH   SOLE   183,379 0 0
DANAHER CORP DEL COM 235851102 166,166,566 1,529,234 SH   SOLE   1,529,234 0 0
DENTSPLY SIRONA INC COM 24906P109 55,460,892 1,469,552 SH   SOLE   1,469,552 0 0
EVO PMTS INC CL A COM 26927E104 11,064,792 462,962 SH   SOLE   462,962 0 0
Elanco Animal Health Inc COM 28414H103 34,890,000 1,000,000 SH   SOLE   1,000,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 321,237,423 4,368,794 SH   SOLE   4,246,133 0 122,661
FACEBOOK INC CL A 30303M102 22,664,397 137,811 SH   SOLE   137,811 0 0
FASTENAL CO COM 311900104 32,562,565 561,230 SH   SOLE   561,230 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 9,219,251 84,526 SH   SOLE   84,526 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 274,443,168 2,858,783 SH   SOLE   2,768,985 0 89,798
GARTNER INC COM 366651107 738,125,783 4,656,945 SH   SOLE   4,541,156 0 115,789
GODADDY INC CL A 380237107 317,729,826 3,810,167 SH   SOLE   3,707,815 0 102,352
HEICO CORP NEW COM 422806109 162,892,192 1,758,905 SH   SOLE   1,685,042 0 73,863
HEICO CORP NEW CL A 422806208 90,184,750 1,194,500 SH   SOLE   1,194,500 0 0
HILL ROM HLDGS INC COM 431475102 28,995,715 307,158 SH   SOLE   307,158 0 0
HYATT HOTELS CORP COM CL A 448579102 120,173,259 1,509,904 SH   SOLE   1,486,978 0 22,926
INTERACTIVE BROKERS GROUP IN COM 45841N107 70,394,807 1,272,732 SH   SOLE   1,272,732 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 44,241,551 318,010 SH   SOLE   318,010 0 0
INTUIT COM 461202103 13,790,900 60,646 SH   SOLE   60,646 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,501,465 26,707 SH   SOLE   26,707 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 102,164,526 1,335,484 SH   SOLE   1,335,484 0 0
KKR & Co Inc CL A 48251W104 62,344,674 2,286,200 SH Call SOLE   2,286,200 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 366,070,701 6,720,593 SH   SOLE   6,520,158 0 200,435
MGIC INVT CORP WIS COM 552848103 38,006,638 2,855,495 SH   SOLE   2,855,495 0 0
MSA SAFETY INC COM 553498106 33,736,690 316,955 SH   SOLE   316,955 0 0
MTS SYS CORP COM 553777103 5,119,673 93,510 SH   SOLE   93,510 0 0
MARTIN MARIETTA MATLS INC COM 573284106 448,323,526 2,463,993 SH   SOLE   2,399,109 0 64,884
MCCORMICK & CO INC COM NON VTG 579780206 33,778,065 256,380 SH   SOLE   256,380 0 0
MEREDITH CORP COM 589433101 48,713,799 954,237 SH   SOLE   954,237 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 96,056,242 157,733 SH   SOLE   153,828 0 3,905
MICROSOFT CORP COM 594918104 254,015,770 2,221,000 SH Call SOLE   2,221,000 0 0
MOHAWK INDS INC COM 608190104 135,956,395 775,343 SH   SOLE   752,247 0 23,096
MOODYS CORP COM 615369105 6,742,507 40,326 SH   SOLE   40,326 0 0
NATIONAL OILWELL VARCO INC COM 637071101 52,777,523 1,225,105 SH   SOLE   1,225,105 0 0
NATIONAL VISION HLDGS INC COM 63845R107 185,117,786 4,100,970 SH   SOLE   3,954,714 0 146,256
PTC INC COM 69370C100 8,736,464 82,272 SH   SOLE   82,272 0 0
PAYCHEX INC COM 704326107 510,347,217 6,929,358 SH   SOLE   6,739,517 0 189,841
PERKINELMER INC COM 714046109 746,106,714 7,670,471 SH   SOLE   7,670,471 0 0
ROLLINS INC COM 775711104 649,322 10,699 SH   SOLE   10,699 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,077,562 10,586 SH   SOLE   10,586 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 266,802,984 4,694,756 SH   SOLE   4,572,155 0 122,601
SCHEIN HENRY INC COM 806407102 528,450,821 6,214,875 SH   SOLE   6,082,290 0 132,585
SERVICE CORP INTL COM 817565104 456,535,082 10,328,848 SH   SOLE   10,046,464 0 282,384
SHAKE SHACK INC CL A 819047101 25,161,153 399,320 SH   SOLE   399,320 0 0
SHOPIFY INC CL A 82509L107 19,925,480 121,157 SH   SOLE   121,157 0 0
SMITH A O COM 831865209 206,567,144 3,870,473 SH   SOLE   3,739,808 0 130,665
TJX COS INC NEW COM 872540109 9,517,331 84,961 SH   SOLE   84,961 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 81,211,003 329,216 SH   SOLE   329,216 0 0
TELEFLEX INC COM 879369106 418,634,607 1,573,282 SH   SOLE   1,527,022 0 46,260
TEMPUR SEALY INTL INC COM 88023U101 42,597,513 805,246 SH   SOLE   805,246 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 277,566,800 1,137,196 SH   SOLE   1,137,196 0 0
TORO CO COM 891092108 169,771,952 2,830,948 SH   SOLE   2,750,162 0 80,786
TRANSDIGM GROUP INC COM 893641100 165,920,707 445,664 SH   SOLE   434,398 0 11,266
Trimble Inc COM 896239100 158,442,470 3,645,708 SH   SOLE   3,514,522 0 131,186
TYLER TECHNOLOGIES INC COM 902252105 28,673,000 117,004 SH   SOLE   117,004 0 0
VERISK ANALYTICS INC COM 92345Y106 36,662,630 304,128 SH   SOLE   304,128 0 0
VISA INC COM CL A 92826C839 9,684,407 64,524 SH   SOLE   64,524 0 0
WATERS CORP COM 941848103 79,087,777 406,245 SH   SOLE   406,245 0 0
Welbilt Inc COM 949090104 288,239,526 13,804,575 SH   SOLE   13,407,911 0 396,664
WILLIAMS SONOMA INC COM 969904101 237,018,457 3,606,489 SH   SOLE   3,512,268 0 94,221
Worldpay Inc CL A 981558109 183,514,304 1,812,129 SH   SOLE   1,754,471 0 57,658
ZOETIS INC CL A 98978V103 31,028,219 338,884 SH   SOLE   338,884 0 0
BELMOND LTD CL A G1154H107 10,186,548 558,167 SH   SOLE   558,167 0 0
IHS MARKIT LTD SHS G47567105 370,145,365 6,859,625 SH   SOLE   6,677,489 0 182,136
INVESCO LTD SHS G491BT108 29,185,110 1,275,573 SH   SOLE   1,275,573 0 0
SIGNET JEWELERS LIMITED SHS G81276100 50,265,032 762,400 SH Call SOLE   762,400 0 0
CHUBB LIMITED COM H1467J104 17,081,731 127,819 SH   SOLE   127,819 0 0
GARMIN LTD SHS H2906T109 39,102,260 558,205 SH   SOLE   558,205 0 0
CORE LABORATORIES N V COM N22717107 48,875,627 421,960 SH   SOLE   421,960 0 0