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
ASGN Inc COM 00191U102 43,641,332 720,154 SH   SOLE   720,154 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 33,841,713 453,217 SH   SOLE   453,217 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 425,016,523 2,508,212 SH   SOLE   2,289,204 0 219,008
ALLEGHANY CORP DEL COM 017175100 11,296,890 16,586 SH   SOLE   16,586 0 0
ALPHABET INC CAP STK CL C 02079K107 21,734,938 20,108 SH   SOLE   20,108 0 0
AMPHENOL CORP NEW CL A 032095101 237,497,359 2,475,478 SH   SOLE   2,432,564 0 42,914
ANSYS INC COM 03662Q105 324,444,711 1,584,048 SH   SOLE   1,552,653 0 31,395
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 38,585,065 1,124,929 SH   SOLE   1,124,929 0 0
AVANOS MED INC COM 05350V106 21,534,356 493,794 SH   SOLE   493,794 0 0
BALL CORP COM 058498106 35,426,978 506,172 SH   SOLE   506,172 0 0
BECTON DICKINSON & CO COM 075887109 29,061,037 115,317 SH   SOLE   115,317 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 26,843,006 604,300 SH Call SOLE   604,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 108,640,793 2,445,763 SH   SOLE   1,919,754 0 526,009
BOSTON PRIVATE FINL HLDGS IN COM 101119105 10,706,694 887,050 SH   SOLE   887,050 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 57,384,611 380,358 SH   SOLE   365,715 0 14,643
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 90,741,483 1,899,152 SH   SOLE   1,899,152 0 0
BROWN & BROWN INC COM 115236101 317,141,619 9,466,914 SH   SOLE   9,263,974 0 202,940
CDW CORP COM 12514G108 482,561,622 4,347,402 SH   SOLE   4,272,559 0 74,843
Canada Goose Holdings Inc SHS SUB VTG 135086106 26,964,329 696,213 SH   SOLE   696,213 0 0
CANTEL MEDICAL CORP COM 138098108 35,034,612 434,457 SH   SOLE   434,457 0 0
CERIDIAN HCM HLDG INC COM 15677J108 319,760,295 6,369,727 SH   SOLE   6,221,235 0 148,492
CINCINNATI FINL CORP COM 172062101 440,275,708 4,246,896 SH   SOLE   4,177,048 0 69,848
CINTAS CORP COM 172908105 138,121,051 582,077 SH   SOLE   582,077 0 0
COCA COLA CO COM 191216100 96,238,800 1,890,000 SH Put SOLE   1,890,000 0 0
COCA COLA CO COM 191216100 179,747,600 3,530,000 SH Put SOLE   3,530,000 0 0
COSTAR GROUP INC COM 22160N109 234,819,493 423,816 SH   SOLE   414,647 0 9,169
COVETRUS INC COM 22304C100 136,047,009 5,562,020 SH   SOLE   4,797,244 0 764,776
DANAHER CORPORATION COM 235851102 97,141,152 679,689 SH   SOLE   509,840 0 169,849
DENTSPLY SIRONA INC COM 24906P109 573,954,551 9,834,725 SH   SOLE   8,964,188 0 870,537
EVO PMTS INC CL A COM 26927E104 14,340,317 454,815 SH   SOLE   454,815 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 851,280 76,348 SH   SOLE   76,348 0 0
ENVESTNET INC COM 29404K106 42,155,164 616,574 SH   SOLE   616,574 0 0
EVERBRIDGE INC COM 29978A104 75,289,941 841,981 SH   SOLE   841,981 0 0
EXPEDITORS INTL WASH INC COM 302130109 126,651,380 1,669,541 SH   SOLE   1,613,396 0 56,145
FACEBOOK INC CL A 30303M102 12,285,608 63,656 SH   SOLE   63,656 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 318,179,342 3,258,365 SH   SOLE   3,188,919 0 69,446
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,861,405 184,614 SH   SOLE   184,614 0 0
FORTIVE CORP COM 34959J108 48,040,470 589,309 SH   SOLE   426,236 0 163,073
GARTNER INC COM 366651107 380,042,107 2,361,390 SH   SOLE   2,323,161 0 38,229
GODADDY INC CL A 380237107 443,738,104 6,325,561 SH   SOLE   6,218,037 0 107,524
HEICO CORP NEW COM 422806109 84,674,299 632,795 SH   SOLE   600,239 0 32,556
HEICO CORP NEW CL A 422806208 64,170,029 620,780 SH   SOLE   620,780 0 0
HILL ROM HLDGS INC COM 431475102 148,667,217 1,421,021 SH   SOLE   1,398,960 0 22,061
HYATT HOTELS CORP COM CL A 448579102 348,421,278 4,576,662 SH   SOLE   4,499,060 0 77,602
IDEXX LABS INC COM 45168D104 16,860,659 61,238 SH   SOLE   61,238 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 119,595,498 2,206,559 SH   SOLE   1,805,979 0 400,580
JACOBS ENGR GROUP INC COM 469814107 449,348,057 5,324,660 SH   SOLE   5,324,660 0 0
KKR & Co Inc CL A 48251W104 36,641,500 1,450,000 SH Call SOLE   1,450,000 0 0
LAUREATE EDUCATION INC CL A 518613203 35,358,843 2,250,722 SH   SOLE   2,250,722 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 1,457,450 81,195 SH   SOLE   81,195 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 423,166,707 6,387,422 SH   SOLE   6,261,424 0 125,998
LIVE OAK BANCSHARES INC COM 53803X105 8,613,793 502,262 SH   SOLE   502,262 0 0
MGIC INVT CORP WIS COM 552848103 28,922,296 2,201,088 SH   SOLE   2,201,088 0 0
MTS SYS CORP COM 553777103 11,450,107 195,628 SH   SOLE   195,628 0 0
MARKEL CORP COM 570535104 18,395,717 16,883 SH   SOLE   16,883 0 0
MARTIN MARIETTA MATLS INC COM 573284106 686,372,338 2,982,801 SH   SOLE   2,930,495 0 52,306
MEREDITH CORP COM 589433101 5,401,771 98,107 SH   SOLE   98,107 0 0
MICROSOFT CORP COM 594918104 38,446,520 287,000 SH Call SOLE   287,000 0 0
Morgan Stanley COM NEW 617446448 84,115,200 1,920,000 SH Call SOLE   1,920,000 0 0
MORNINGSTAR INC COM 617700109 19,180,855 132,611 SH   SOLE   132,611 0 0
NATIONAL OILWELL VARCO INC COM 637071101 25,462,286 1,145,402 SH   SOLE   737,249 0 408,153
NATIONAL VISION HLDGS INC COM 63845R107 118,608,642 3,859,702 SH   SOLE   3,738,863 0 120,839
NORDSON CORP COM 655663102 9,978,040 70,611 SH   SOLE   70,611 0 0
OSI SYSTEMS INC COM 671044105 23,490,563 208,564 SH   SOLE   208,564 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 36,750,000 1,000,000 SH Put SOLE   1,000,000 0 0
ORACLE CORP COM 68389X105 15,866,145 278,500 SH Call SOLE   278,500 0 0
OUTFRONT MEDIA INC COM 69007J106 48,075,242 1,864,104 SH   SOLE   1,864,104 0 0
PTC INC COM 69370C100 217,783,611 2,426,288 SH   SOLE   2,378,198 0 48,090
PATTERSON COMPANIES INC COM 703395103 29,573,106 1,291,402 SH   SOLE   932,450 0 358,952
PAYCHEX INC COM 704326107 299,129,828 3,635,069 SH   SOLE   3,567,000 0 68,069
PERKINELMER INC COM 714046109 668,883,321 6,942,945 SH   SOLE   6,942,945 0 0
PROCTER AND GAMBLE CO COM 742718109 175,440,000 1,600,000 SH Put SOLE   1,600,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 165,795,761 2,877,899 SH   SOLE   2,823,364 0 54,535
HENRY SCHEIN INC COM 806407102 537,938,587 7,695,831 SH   SOLE   6,821,427 0 874,404
SERVICE CORP INTL COM 817565104 280,315,116 5,992,200 SH   SOLE   5,889,685 0 102,515
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 433,923,973 8,330,274 SH   SOLE   8,172,188 0 158,086
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 997,542 25,467 SH   SOLE   25,467 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 60,144,043 219,608 SH   SOLE   219,608 0 0
TELEFLEX INC COM 879369106 254,417,247 768,284 SH   SOLE   752,746 0 15,538
THERMO FISHER SCIENTIFIC INC COM 883556102 124,388,458 423,551 SH   SOLE   325,491 0 98,060
TORO CO COM 891092108 297,151,469 4,441,726 SH   SOLE   4,360,492 0 81,234
TRANSDIGM GROUP INC COM 893641100 290,756,059 600,984 SH   SOLE   589,576 0 11,408
Trimble Inc COM 896239100 270,312,021 5,992,286 SH   SOLE   5,881,461 0 110,825
TRIPADVISOR INC COM 896945201 19,007,461 410,617 SH   SOLE   410,617 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,325,412 15,394 SH   SOLE   15,394 0 0
VAIL RESORTS INC COM 91879Q109 60,542,708 271,273 SH   SOLE   271,273 0 0
VISA INC COM CL A 92826C839 9,813,038 56,543 SH   SOLE   56,543 0 0
VONAGE HLDGS CORP COM 92886T201 17,998,577 1,588,577 SH   SOLE   1,588,577 0 0
WATERS CORP COM 941848103 49,578,597 230,341 SH   SOLE   199,180 0 31,161
Welbilt Inc COM 949090104 131,372,437 7,866,613 SH   SOLE   7,688,112 0 178,501
WILLIAMS SONOMA INC COM 969904101 52,829,595 812,763 SH   SOLE   782,385 0 30,378
Worldpay Inc CL A 981558109 360,109,131 2,938,467 SH   SOLE   2,754,556 0 183,911
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,729,666 123,016 SH   SOLE   123,016 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 25,105,257 584,659 SH   SOLE   584,659 0 0
CLARIVATE ANALYTICS PLC COM G21810109 154,379,165 10,037,657 SH   SOLE   9,910,067 0 127,590
IHS MARKIT LTD SHS G47567105 303,841,046 4,768,378 SH   SOLE   4,665,219 0 103,159
INVESCO LTD SHS G491BT108 125,180,418 6,118,300 SH Call SOLE   6,118,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100 37,726,800 2,110,000 SH Call SOLE   2,110,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 12,158,400 680,000 SH Call SOLE   680,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 36,475,200 2,040,000 SH Call SOLE   2,040,000 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 15,120,672 14,803 SH   SOLE   14,803 0 0
GARMIN LTD SHS H2906T109 75,875,516 950,821 SH   SOLE   950,821 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 22,787,071 155,841 SH   SOLE   155,841 0 0
CORE LABORATORIES N V COM N22717107 61,227,042 1,171,137 SH   SOLE   832,225 0 338,912