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
ASGN Inc COM 00191U102 25,302,416 398,526 SH   SOLE   398,526 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 494,459,205 2,710,108 SH   SOLE   2,464,705 0 245,403
ALPHABET INC CAP STK CL C 02079K107 40,784,256 34,760 SH   SOLE   34,760 0 0
AMETEK INC NEW COM 031100100 63,866,489 769,754 SH   SOLE   746,206 0 23,548
AMPHENOL CORP NEW CL A 032095101 307,958,640 3,260,892 SH   SOLE   3,201,474 0 59,418
ANSYS INC COM 03662Q105 358,168,788 1,960,313 SH   SOLE   1,926,016 0 34,297
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 33,579,108 1,188,641 SH   SOLE   1,188,641 0 0
BAIDU INC SPON ADR REP A 056752108 8,794,253 53,347 SH   SOLE   53,347 0 0
BALL CORP COM 058498106 65,770,909 1,136,725 SH   SOLE   1,136,725 0 0
BECTON DICKINSON & CO COM 075887109 25,237,964 101,061 SH   SOLE   101,061 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 169,576,664 4,849,204 SH   SOLE   4,008,931 0 840,273
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 108,756,700 3,110,000 SH Call SOLE   3,110,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 129,486,194 1,018,694 SH   SOLE   992,942 0 25,752
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 11,285,895 241,927 SH   SOLE   241,927 0 0
BROWN & BROWN INC COM 115236101 275,379,352 9,331,730 SH   SOLE   9,141,462 0 190,268
CDW CORP COM 12514G108 431,615,596 4,478,734 SH   SOLE   4,404,253 0 74,481
CANTEL MEDICAL CORP COM 138098108 15,483,898 231,483 SH   SOLE   231,483 0 0
CARLISLE COS INC COM 142339100 54,463,758 444,167 SH   SOLE   428,027 0 16,140
CERIDIAN HCM HLDG INC COM 15677J108 313,517,795 6,111,458 SH   SOLE   5,973,891 0 137,567
CHURCHILL CAP CORP COM CL A 17142R103 55,521,903 4,131,094 SH   SOLE   4,131,094 0 0
CINCINNATI FINL CORP COM 172062101 470,077,184 5,472,377 SH   SOLE   5,368,821 0 103,556
CINTAS CORP COM 172908105 137,531,813 680,480 SH   SOLE   680,480 0 0
COCA COLA CO COM 191216100 88,565,400 1,890,000 SH Put SOLE   1,890,000 0 0
COCA COLA CO COM 191216100 165,415,800 3,530,000 SH Put SOLE   3,530,000 0 0
COLFAX CORP COM 194014106 76,208,089 2,567,658 SH   SOLE   2,567,658 0 0
COSTAR GROUP INC COM 22160N109 240,574,772 515,790 SH   SOLE   506,157 0 9,633
COVETRUS INC COM 22304C100 82,890,007 2,602,512 SH   SOLE   2,336,016 0 266,496
DANAHER CORPORATION COM 235851102 158,760,783 1,202,551 SH   SOLE   927,072 0 275,479
DENTSPLY SIRONA INC COM 24906P109 425,984,348 8,590,126 SH   SOLE   7,774,412 0 815,714
EVO PMTS INC CL A COM 26927E104 17,880,159 615,496 SH   SOLE   615,496 0 0
ENVESTNET INC COM 29404K106 48,174,186 736,721 SH   SOLE   736,721 0 0
EVERBRIDGE INC COM 29978A104 33,100,563 441,282 SH   SOLE   441,282 0 0
EXPEDITORS INTL WASH INC COM 302130109 201,945,991 2,660,685 SH   SOLE   2,593,313 0 67,372
FACEBOOK INC CL A 30303M102 15,558,011 93,335 SH   SOLE   93,335 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 324,838,314 3,233,509 SH   SOLE   3,169,186 0 64,323
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 26,439,789 286,517 SH   SOLE   286,517 0 0
FORTIVE CORP COM 34959J108 49,741,401 592,936 SH   SOLE   429,863 0 163,073
GARTNER INC COM 366651107 639,039,823 4,213,079 SH   SOLE   4,147,813 0 65,266
GODADDY INC CL A 380237107 410,202,729 5,455,549 SH   SOLE   5,365,509 0 90,040
HEICO CORP NEW COM 422806109 121,099,468 1,276,478 SH   SOLE   1,233,190 0 43,288
HEICO CORP NEW CL A 422806208 86,627,781 1,030,547 SH   SOLE   1,030,547 0 0
HILL ROM HLDGS INC COM 431475102 78,593,957 742,433 SH   SOLE   742,433 0 0
HYATT HOTELS CORP COM CL A 448579102 279,658,437 3,853,637 SH   SOLE   3,781,078 0 72,559
IDEXX LABS INC COM 45168D104 20,367,053 91,087 SH   SOLE   91,087 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 128,412,390 2,475,181 SH   SOLE   2,074,601 0 400,580
ISHARES TR RUSSELL 2000 ETF 464287655 9,022,972 58,939 SH   SOLE   58,939 0 0
JACOBS ENGR GROUP INC COM 469814107 381,800,008 5,077,803 SH   SOLE   5,077,803 0 0
KKR & Co Inc CL A 48251W104 38,053,800 1,620,000 SH Call SOLE   1,620,000 0 0
LAUREATE EDUCATION INC CL A 518613203 11,891,165 794,333 SH   SOLE   794,333 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 405,143,430 6,376,195 SH   SOLE   6,249,760 0 126,435
LIVE OAK BANCSHARES INC COM 53803X105 7,338,048 502,262 SH   SOLE   502,262 0 0
MGIC INVT CORP WIS COM 552848103 31,123,744 2,359,647 SH   SOLE   2,359,647 0 0
MTS SYS CORP COM 553777103 12,415,246 227,970 SH   SOLE   227,970 0 0
MARKEL CORP COM 570535104 3,319,472 3,332 SH   SOLE   3,332 0 0
MARTIN MARIETTA MATLS INC COM 573284106 617,705,889 3,070,414 SH   SOLE   3,018,349 0 52,065
MEREDITH CORP COM 589433101 7,030,067 127,218 SH   SOLE   127,218 0 0
MICROSOFT CORP COM 594918104 91,344,530 774,500 SH Call SOLE   774,500 0 0
MOODYS CORP COM 615369105 5,204,346 28,739 SH   SOLE   28,739 0 0
NATIONAL OILWELL VARCO INC COM 637071101 40,506,520 1,520,515 SH   SOLE   1,112,362 0 408,153
NATIONAL VISION HLDGS INC COM 63845R107 119,230,711 3,793,532 SH   SOLE   3,683,952 0 109,580
OMEGA HEALTHCARE INVS INC COM 681936100 38,150,000 1,000,000 SH Put SOLE   1,000,000 0 0
ORACLE CORP COM 68389X105 26,774,435 498,500 SH Call SOLE   498,500 0 0
OUTFRONT MEDIA INC COM 69007J106 9,029,241 385,865 SH   SOLE   385,865 0 0
PTC INC COM 69370C100 250,367,240 2,716,069 SH   SOLE   2,664,277 0 51,792
PAYCHEX INC COM 704326107 406,049,552 5,062,962 SH   SOLE   4,976,954 0 86,008
PERKINELMER INC COM 714046109 836,961,279 8,685,775 SH   SOLE   8,685,775 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,170,817 14,765 SH   SOLE   14,765 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 223,432,609 3,508,127 SH   SOLE   3,452,316 0 55,811
HENRY SCHEIN INC COM 806407102 401,657,064 6,682,034 SH   SOLE   5,829,242 0 852,792
SERVICE CORP INTL COM 817565104 375,124,381 9,343,073 SH   SOLE   9,184,920 0 158,153
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 304,190,444 6,513,714 SH   SOLE   6,404,529 0 109,185
TJX COS INC NEW COM 872540109 7,294,080 137,081 SH   SOLE   137,081 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,146,752 76,825 SH   SOLE   76,825 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 63,673,448 268,653 SH   SOLE   268,653 0 0
TELEFLEX INC COM 879369106 292,852,263 969,196 SH   SOLE   952,860 0 16,336
THERMO FISHER SCIENTIFIC INC COM 883556102 150,789,337 550,889 SH   SOLE   421,620 0 129,269
TORO CO COM 891092108 245,988,037 3,573,330 SH   SOLE   3,504,602 0 68,728
TRANSDIGM GROUP INC COM 893641100 272,950,138 601,225 SH   SOLE   591,512 0 9,713
Trimble Inc COM 896239100 192,077,073 4,754,383 SH   SOLE   4,644,918 0 109,465
TYLER TECHNOLOGIES INC COM 902252105 39,060,840 191,100 SH   SOLE   191,100 0 0
VAIL RESORTS INC COM 91879Q109 77,099,996 354,809 SH   SOLE   354,809 0 0
VISA INC COM CL A 92826C839 14,002,746 89,652 SH   SOLE   89,652 0 0
WATERS CORP COM 941848103 8,621,571 34,252 SH   SOLE   34,252 0 0
Welbilt Inc COM 949090104 181,466,878 11,078,564 SH   SOLE   10,841,096 0 237,468
Welbilt Inc COM 949090104 10,420,956 636,200 SH Call SOLE   636,200 0 0
WILLIAMS SONOMA INC COM 969904101 91,682,962 1,629,340 SH   SOLE   1,587,415 0 41,925
Worldpay Inc CL A 981558109 525,825,865 4,632,827 SH   SOLE   4,448,706 0 184,121
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,411,073 121,640 SH   SOLE   121,640 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 20,757,974 495,772 SH   SOLE   495,772 0 0
IHS MARKIT LTD SHS G47567105 331,465,514 6,095,357 SH   SOLE   5,992,128 0 103,229
INVESCO LTD SHS G491BT108 49,593,873 2,568,300 SH Call SOLE   2,568,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100 27,434,316 1,010,100 SH Call SOLE   1,010,100 0 0
GARMIN LTD SHS H2906T109 99,347,143 1,150,517 SH   SOLE   1,150,517 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,485,715 10,704 SH   SOLE   10,704 0 0
CORE LABORATORIES N V COM N22717107 64,206,916 931,480 SH   SOLE   674,970 0 256,510