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
ABIOMED INC COM COMMON 003654100 44,189 259,040 SH   SOLE   200,397 25,675 32,968
AUTODESK INC COM COMMON 052769106 406,184 2,214,024 SH   SOLE   697,401 602,414 914,209
AFYA LIMITED COM USD0.00005 CL A COMMON G01125106 35,981 1,326,753 SH   SOLE   14,638 8,592 1,303,523
AIRBUS SE EUR1 COMMON N0280G100 151,655 1,036,555 SH   SOLE   11,540 15,795 1,009,220
AMADEUS IT GROUP EUR0.01 COMMON E04908112 78,489 961,514 SH   SOLE   10,544 5,628 945,342
APPLIED MATERIALS INC COM COMMON 038222105 341,341 5,592,099 SH   SOLE   1,793,552 1,451,919 2,346,628
ARISTA NETWORKS INC COM COMMON 040413106 243,372 1,196,520 SH   SOLE   387,701 325,314 483,505
AON PLC COM COMMON G0408V102 985 4,731 SH   SOLE   96 4,635 0
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 73,134 1,654,623 SH   SOLE   18,498 13,141 1,622,984
ASML HOLDING NV EUR0.09 COMMON N07059202 97,422 329,479 SH   SOLE   3,664 4,126 321,689
BIOGEN INC COMMON STOCK COMMON 09062X103 2,504 8,440 SH   SOLE   174 8,241 25
BALL CORP COM COMMON 058498106 676,687 10,463,702 SH   SOLE   2,915,149 2,453,944 5,094,609
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 210,769 1,482,726 SH   SOLE   486,078 392,489 604,159
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 584,010 1,203,947 SH   SOLE   389,534 329,030 485,383
CME GROUP INC COM STK COMMON 12572Q105 444,979 2,216,916 SH   SOLE   552,186 466,426 1,198,304
COUPA SOFTWARE INC COM COMMON 22266L106 105,752 723,094 SH   SOLE   566,521 64,239 92,334
DOLLAR TREE INC COM STK COMMON 256746108 470,883 5,006,734 SH   SOLE   1,606,770 1,338,719 2,061,245
DUNKIN BRANDS GROUP INC COM COMMON 265504100 172,436 2,282,721 SH   SOLE   1,793,604 194,152 294,965
DOMINOS PIZZA INC COM COMMON 25754A201 383,250 1,304,550 SH   SOLE   428,174 343,393 532,983
DSV PANALPINA A/S DKK1 COMMON K3186P102 97,012 841,833 SH   SOLE   9,261 0 832,572
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 229,714 6,997,102 SH   SOLE   5,544,725 540,538 911,839
EXPEDITORS INTL WASH INC COM COMMON 302130109 104,745 1,342,550 SH   SOLE   1,049,194 121,476 171,880
EXPERIAN ORD USD0.10 COMMON G32655105 114,596 3,387,226 SH   SOLE   37,877 37,764 3,311,585
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 78,449 7,579,637 SH   SOLE   5,946,210 676,973 956,454
GRACO INC COM COMMON 384109104 122,283 2,351,606 SH   SOLE   1,866,628 179,016 305,962
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 215,135 3,036,490 SH   SOLE   2,282,310 238,238 515,942
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 25,534 19,098 SH   SOLE   8,811 5,003 5,284
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 601,340 448,966 SH   SOLE   143,904 118,669 186,393
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 298,804 2,722,098 SH   SOLE   1,528,778 158,457 1,034,863
HAEMONETICS CORP MASS COM COMMON 405024100 204,403 1,778,966 SH   SOLE   752,536 88,942 937,488
HASBRO INC COM COMMON 418056107 532,144 5,038,773 SH   SOLE   1,609,176 1,347,144 2,082,453
HEALTHEQUITY INC COM COMMON 42226A107 264,437 3,570,109 SH   SOLE   1,832,422 256,755 1,480,932
INTERCONTL HOTELS ORD GBP0.208521303 COMMON G4804L148 78,466 1,136,503 SH   SOLE   12,466 0 1,124,037
ILLUMINA INC COM COMMON 452327109 478,612 1,442,734 SH   SOLE   389,744 322,221 730,769
IHS MARKIT LTD COM COMMON G47567105 94,085 1,248,644 SH   SOLE   14,024 28,370 1,206,250
IPG PHOTONICS CORP COM COMMON 44980X109 74,747 515,785 SH   SOLE   5,678 4,499 505,608
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 802,275 5,192,384 SH   SOLE   1,396,070 1,151,254 2,645,060
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 90,917 1,171,917 SH   SOLE   12,894 0 1,159,023
J2 GLOBAL INC COM COMMON 48123V102 195,847 2,089,935 SH   SOLE   1,634,432 187,609 267,894
KKR & CO INC CL A CL A COMMON 48251W104 563,031 19,301,720 SH   SOLE   5,187,552 4,339,532 9,774,636
KINDER MORGAN INC DEL COM COMMON 49456B101 889 42,037 SH   SOLE   856 41,181 0
LIBERTY GLOBAL PLC -SERIES C COM COMMON G5480U120 1,139 52,286 SH   SOLE   1,353 50,933 0
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 13,268 281,353 SH   SOLE   281,353 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 119,558 2,521,486 SH   SOLE   1,906,996 255,726 358,764
LIBERTY TRIPADVISOR HLDGS INC COM USD0.01 'A' COMMON 531465102 52,710 7,171,445 SH   SOLE   5,176,412 941,223 1,053,810
MASTERCARD INC CL A COMMON 57636Q104 635,836 2,129,465 SH   SOLE   531,916 440,663 1,156,886
MERCADOLIBRE INC COM STK COMMON 58733R102 61,062 106,764 SH   SOLE   1,174 0 105,590
MICROSOFT CORP COM COMMON 594918104 1,460,588 9,261,818 SH   SOLE   2,587,730 2,222,960 4,451,128
NETFLIX INC COM STK COMMON 64110L106 430,939 1,331,828 SH   SOLE   351,813 288,679 691,336
SERVICENOW INC COM USD0.001 COMMON 81762P102 316,702 1,121,784 SH   SOLE   301,705 249,162 570,917
NEVRO CORP COM COMMON 64157F103 142,575 1,212,992 SH   SOLE   909,562 91,530 211,900
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 447,895 13,922,765 SH   SOLE   6,965,354 1,354,444 5,602,967
PAYCOM SOFTWARE INC COM COMMON 70432V102 593 2,242 SH   SOLE   37 2,205 0
PTC INC COM COMMON 69370C100 47,055 628,324 SH   SOLE   498,616 48,112 81,596
PORTOLA PHARMACEUTICALS INC COM COMMON 737010108 82,530 3,456,035 SH   SOLE   2,687,297 328,485 440,253
PAYPAL HLDGS INC COM COMMON 70450Y103 505,960 4,677,459 SH   SOLE   1,298,337 1,067,904 2,311,218
PAPA JOHNS INTL INC COM COMMON 698813102 163,417 2,587,767 SH   SOLE   1,988,406 272,540 326,821
LIVERAMP HOLDINGS INC COMMON 53815P108 310,617 6,461,771 SH   SOLE   3,602,628 666,618 2,192,525
REDFIN CORP COM COMMON 75737F108 149,204 7,057,900 SH   SOLE   5,505,856 640,335 911,709
LOCALIZA RENT A CA COM NPV COMMON P6330Z111 74,757 6,346,675 SH   SOLE   69,759 0 6,276,916
SAFRAN SA EUR0.20 COMMON F4035A557 85,130 551,552 SH   SOLE   6,254 22,104 523,194
SAILPOINT TECHNOLOGIES HLDGS INC COM COMMON 78781P105 84,988 3,601,217 SH   SOLE   2,836,023 300,515 464,679
SCHWAB CHARLES CORP COM NEW COMMON 808513105 451,027 9,483,332 SH   SOLE   3,058,722 2,618,269 3,806,341
STITCH FIX INC CL A CL A COMMON 860897107 137,532 5,359,802 SH   SOLE   4,073,623 616,691 669,488
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 573,486 3,022,326 SH   SOLE   975,353 810,939 1,236,034
BIO-TECHNE CORP COM COMMON 09073M104 215,110 979,957 SH   SOLE   777,972 74,144 127,841
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 111,113 366,180 SH   SOLE   289,417 29,124 47,639
TRIPADVISOR INC COM USD0.001 COMMON 896945201 53,645 1,765,820 SH   SOLE   1,454,901 108,898 202,021
TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 COMMON 874054109 354,494 2,895,487 SH   SOLE   916,673 774,626 1,204,188
TWILIO INC CL A CL A COMMON 90138F102 223 2,272 SH   SOLE   43 2,229 0
UBISOFT ENTERTAIN NPV COMMON F9396N106 65,463 948,060 SH   SOLE   10,417 7,568 930,075
UNITEDHEALTH GROUP INC COM COMMON 91324P102 627,384 2,134,107 SH   SOLE   589,865 492,289 1,051,953
VISA INC COM CL A STK COMMON 92826C839 598,778 3,186,686 SH   SOLE   782,890 656,781 1,747,015
VARONIS SYS INC COM COMMON 922280102 158,137 2,034,966 SH   SOLE   1,451,590 254,231 329,145
VESTAS WIND SYSTEM DKK1 COMMON K9773J128 51,607 510,764 SH   SOLE   5,632 0 505,132
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 9 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 219,399 3,493,074 SH   SOLE   2,604,724 343,432 544,918
WIX.COM LTD COM ILS0.01 COMMON M98068105 216,974 1,772,954 SH   SOLE   980,604 113,130 679,220
WASTE MGMT INC DEL COM STK COMMON 94106L109 3,174 27,860 SH   SOLE   569 27,291 0
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 88,549 1,834,152 SH   SOLE   20,438 19,162 1,794,552
MONOTARO CO.LTD NPV COMMON J46583100 64,327 2,389,495 SH   SOLE   26,273 0 2,363,222
OTSUKA HOLDINGS CO LTD COMMON J63117105 95,564 2,124,955 SH   SOLE   23,387 0 2,101,568