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 1,626 5,694 SH   SOLE   102 0 5,592
AUTODESK INC COM COMMON 052769106 493,513 3,167,200 SH   SOLE   1,101,298 793,518 1,272,384
AIRBUS SE EUR1 COMMON N0280G100 128,192 969,246 SH   SOLE   11,765 14,235 943,246
AMADEUS IT GROUP EUR0.01 COMMON E04908112 77,406 966,410 SH   SOLE   11,749 5,689 948,972
AMAG PHARMACEUTICALS INC COM STK COMMON 00163U106 1,161 90,153 SH   SOLE   1,700 88,453 0
APPLIED MATERIALS INC COM COMMON 038222105 423,167 10,669,876 SH   SOLE   3,713,935 2,664,444 4,291,497
AFFILIATED MANAGERS GROUP INC COM STK COMMON 008252108 48,184 449,857 SH   SOLE   325,273 63,364 61,220
ARISTA NETWORKS INC COM COMMON 040413106 392,009 1,246,612 SH   SOLE   431,158 317,276 498,178
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 54,538 1,689,032 SH   SOLE   21,031 20,720 1,647,281
ASML HOLDING NV EUR0.09 COMMON N07059202 80,794 430,754 SH   SOLE   5,426 4,171 421,157
BOEING CO COM COMMON 097023105 20,798 54,528 SH   SOLE   15,833 20,323 18,372
ADR ALIBABA GROUP HOLDING LTD SPONSORED ADS ADR 01609W102 271,323 1,487,110 SH   SOLE   409,235 289,762 788,113
BIOGEN INC COMMON STOCK COMMON 09062X103 311,971 1,319,786 SH   SOLE   397,823 280,379 641,584
BALL CORP COM COMMON 058498106 254,594 4,400,174 SH   SOLE   1,527,425 1,107,434 1,765,315
BUNZL PLC ORD GBP0.32142857 COMMON G16968110 81,505 2,469,519 SH   SOLE   31,130 0 2,438,389
CARS COM INC COM COMMON 14575E105 85,209 3,737,245 SH   SOLE   2,707,517 473,558 556,170
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 252,298 1,971,080 SH   SOLE   685,668 493,630 791,782
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 398,810 1,149,607 SH   SOLE   400,120 287,318 462,169
CME GROUP INC COM STK COMMON 12572Q105 372,943 2,266,033 SH   SOLE   612,596 440,199 1,213,238
COUPA SOFTWARE INC COM COMMON 22266L106 120,936 1,329,267 SH   SOLE   960,472 171,450 197,345
DEERE & CO COM COMMON 244199105 360 2,257 SH   SOLE   40 2,217 0
DOLLAR GEN CORP NEW COM COMMON 256677105 425,422 3,565,985 SH   SOLE   1,232,198 909,503 1,424,284
DOLLAR TREE INC COM STK COMMON 256746108 693,250 6,599,870 SH   SOLE   2,285,700 1,662,775 2,651,395
DUNKIN BRANDS GROUP INC COM COMMON 265504100 138,971 1,850,486 SH   SOLE   1,329,450 248,130 272,906
DSV DKK1 COMMON K3013J154 78,390 947,797 SH   SOLE   11,548 0 936,249
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 186,094 5,692,697 SH   SOLE   4,076,206 780,736 835,755
EVOLENT HEALTH INC CL A CL A COMMON 30050B101 510 40,593 SH   SOLE   558 40,035 0
EXPEDITORS INTL WASH INC COM COMMON 302130109 87,669 1,155,071 SH   SOLE   822,771 163,504 168,796
EXPERIAN ORD USD0.10 COMMON G32655105 92,282 3,405,283 SH   SOLE   42,812 38,177 3,324,294
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 836 31,094 SH   SOLE   398 30,696 0
GRACO INC COM COMMON 384109104 99,501 2,009,315 SH   SOLE   1,466,187 242,032 301,096
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 130,799 2,352,088 SH   SOLE   1,640,864 268,171 443,053
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 56,696 48,322 SH   SOLE   16,383 13,025 18,914
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 326,411 277,351 SH   SOLE   96,843 68,654 111,854
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 15,147 155,902 SH   SOLE   67,221 11,498 77,183
HAEMONETICS CORP MASS COM COMMON 405024100 144,838 1,655,676 SH   SOLE   483,275 96,776 1,075,625
HASBRO INC COM COMMON 418056107 455,591 5,358,639 SH   SOLE   1,861,450 1,344,691 2,152,498
HEALTHEQUITY INC COM COMMON 42226A107 128,524 1,737,284 SH   SOLE   719,528 126,020 891,736
INTERCONTL HOTELS ORD GBP0.208521303 COMMON G4804L148 68,658 1,141,326 SH   SOLE   13,906 0 1,127,420
ILLUMINA INC COM COMMON 452327109 350,850 1,129,263 SH   SOLE   329,245 240,495 559,523
IHS MARKIT LTD COM COMMON G47567105 68,714 1,263,601 SH   SOLE   15,939 35,369 1,212,293
IPG PHOTONICS CORP COM COMMON 44980X109 78,624 518,014 SH   SOLE   6,338 4,548 507,128
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 858,884 5,970,698 SH   SOLE   1,778,667 1,278,769 2,913,262
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 68,460 1,081,330 SH   SOLE   13,554 0 1,067,776
J2 GLOBAL INC COM COMMON 48123V102 185,513 2,142,188 SH   SOLE   1,537,042 289,643 315,503
KKR & CO INC CL A CL A COMMON 48251W104 678,860 28,899,959 SH   SOLE   8,953,635 6,468,415 13,477,909
KINDER MORGAN INC DEL COM COMMON 49456B101 938 46,912 SH   SOLE   856 46,056 0
LIBERTY GLOBAL PLC USD0.01 A COMMON G5480U104 74,664 2,996,163 SH   SOLE   1,013,934 813,024 1,169,205
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 476,399 19,677,799 SH   SOLE   5,968,818 4,119,203 9,589,778
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 4,753 120,835 SH   SOLE   120,835 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 85,318 2,175,524 SH   SOLE   1,514,275 324,084 337,165
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 116,207 8,189,359 SH   SOLE   5,592,927 1,431,576 1,164,856
MASTERCARD INC CL A COMMON 57636Q104 589,376 2,503,192 SH   SOLE   695,574 508,689 1,298,929
MERCADOLIBRE INC COM STK COMMON 58733R102 92,896 182,965 SH   SOLE   2,234 0 180,731
MICROSOFT CORP COM COMMON 594918104 1,310,402 11,110,753 SH   SOLE   3,459,970 2,552,107 5,098,676
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 413,195 12,578,254 SH   SOLE   5,487,115 1,541,040 5,550,099
PAYCOM SOFTWARE INC COM COMMON 70432V102 160,562 848,952 SH   SOLE   617,281 104,920 126,751
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 64,706 1,864,733 SH   SOLE   1,271,624 332,955 260,154
PAYPAL HLDGS INC COM COMMON 70450Y103 570,438 5,493,440 SH   SOLE   1,615,371 1,174,939 2,703,130
PAPA JOHNS INTL INC COM COMMON 698813102 121,272 2,290,318 SH   SOLE   1,539,024 349,247 402,047
LIVERAMP HOLDINGS INC COMMON 53815P108 346,240 6,344,893 SH   SOLE   2,802,878 874,874 2,667,141
REDFIN CORP COM COMMON 75737F108 131,571 6,490,949 SH   SOLE   4,585,884 963,963 941,102
LOCALIZA RENT A CA COM NPV COMMON P6330Z111 69,801 8,278,856 SH   SOLE   100,788 0 8,178,068
SAFRAN SA EUR0.20 COMMON F4035A557 76,217 555,763 SH   SOLE   7,008 23,554 525,201
SCHWAB CHARLES CORP COM NEW COMMON 808513105 377,623 8,831,224 SH   SOLE   3,067,204 2,221,286 3,542,734
STITCH FIX INC CL A CL A COMMON 860897107 95,958 3,399,181 SH   SOLE   2,472,060 419,275 507,846
SAMSUNG ELECTRONIC GDR GDR 796050888 1,016 1,036 SH   SOLE   18 1,018 0
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 395,015 2,252,985 SH   SOLE   795,507 554,481 902,997
BIO-TECHNE CORP COM COMMON 09073M104 175,246 882,634 SH   SOLE   641,769 109,221 131,644
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 129,986 369,741 SH   SOLE   265,199 49,930 54,612
TRIPADVISOR INC COM USD0.001 COMMON 896945201 491,511 9,553,180 SH   SOLE   3,293,667 1,892,080 4,367,433
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 400,772 4,246,819 SH   SOLE   1,470,099 1,078,536 1,698,184
UBISOFT ENTERTAIN NPV COMMON F9396N106 46,722 524,815 SH   SOLE   6,752 3,383 514,680
UNITEDHEALTH GROUP INC COM COMMON 91324P102 523,606 2,117,636 SH   SOLE   621,177 459,164 1,037,295
UNITED TECHNOLOGIES CORP COM COMMON 913017109 332,252 2,577,796 SH   SOLE   892,226 653,506 1,032,064
VISA INC COM CL A STK COMMON 92826C839 590,193 3,778,688 SH   SOLE   1,074,219 747,119 1,957,350
VARONIS SYS INC COM COMMON 922280102 82,680 1,386,551 SH   SOLE   956,991 233,252 196,308
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 10 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 103,301 2,066,437 SH   SOLE   1,501,012 257,211 308,214
WIX.COM LTD COM ILS0.01 COMMON M98068105 196,882 1,629,418 SH   SOLE   815,142 171,590 642,686
YELP INC CL A COMMON 985817105 79,000 2,289,877 SH   SOLE   1,647,119 304,614 338,144
ZEE ENTERTAIN ENT INR1 COMMON 618853907 45,769 7,104,943 SH   SOLE   0 0 7,104,943
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 72,517 1,843,717 SH   SOLE   22,910 19,372 1,801,435
MONOTARO CO.LTD NPV COMMON J46583100 60,628 2,731,241 SH   SOLE   33,234 0 2,698,007
OTSUKA HOLDINGS CO LTD COMMON J63117105 72,076 1,837,386 SH   SOLE   22,401 0 1,814,985