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
ANGI HOMESERVICES INC COM CL A 00183L102 12,819 2,441,685 SH   SOLE N/A 2,441,685 0 0
ARMSTRONG WORLD INDS INC COM 04247X102 25,301 318,566 SH   SOLE N/A 318,566 0 0
ATLASSIAN CORP PLC CL A G06242104 113,453 826,554 SH   SOLE N/A 826,554 0 0
BLACK KNIGHT INC COM 09215C105 51,276 883,153 SH   SOLE N/A 883,153 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 106,389 1,043,028 SH   SOLE N/A 1,043,028 0 0
BURLINGTON STORES INC COM 122017106 24,814 156,593 SH   SOLE N/A 156,593 0 0
CABLE ONE INC COM 12685J105 34,943 21,255 SH   SOLE N/A 21,255 0 0
CARGURUS INC COM CL A 141788109 51,409 2,714,288 SH   SOLE N/A 2,714,288 0 0
CERIDIAN HCM HLDG INC COM 15677J108 58,049 1,159,358 SH   SOLE N/A 1,159,358 0 0
COUPA SOFTWARE INC COM 22266L106 85,383 611,055 SH   SOLE N/A 611,055 0 0
DATADOG INC CL A COM 23804L103 19,230 534,472 SH   SOLE N/A 534,472 0 0
DESCARTES SYS GROUP INC COM 249906108 15,710 456,815 SH   SOLE N/A 456,815 0 0
EVENTBRITE INC COM CL A 29975E109 6,226 852,900 SH   SOLE N/A 852,900 0 0
EXACT SCIENCES CORP COM 30063P105 5,767 99,439 SH   SOLE N/A 99,439 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,360 1,564,620 SH   SOLE N/A 1,564,620 0 0
FIRSTSERVICE CORP NEW COM 33767E202 73,107 947,969 SH   SOLE N/A 947,969 0 0
GARTNER INC COM 366651107 49,163 493,755 SH   SOLE N/A 493,755 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 63,367 4,210,424 SH   SOLE N/A 4,210,424 0 0
GOOSEHEAD INS INC COM CL A 38267D109 10,873 243,616 SH   SOLE N/A 243,616 0 0
IAC INTERACTIVECORP COM 44919P508 41,774 233,077 SH   SOLE N/A 233,077 0 0
IDEXX LABS INC COM 45168D104 55,119 227,540 SH   SOLE N/A 227,540 0 0
INGERSOLL RAND INC COM 45687V106 63,715 2,569,140 SH   SOLE N/A 2,569,140 0 0
INTUIT COM 461202103 23,876 103,807 SH   SOLE N/A 103,807 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 521,198 4,553,535 SH   SOLE N/A 4,553,535 0 0
LENNOX INTL INC COM 526107107 5,983 32,914 SH   SOLE N/A 32,914 0 0
MSCI INC COM 55354G100 114,449 396,073 SH   SOLE N/A 396,073 0 0
NATIONAL VISION HLDGS INC COM 63845R107 21,179 1,090,552 SH   SOLE N/A 1,090,552 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 71,390 543,882 SH   SOLE N/A 543,882 0 0
OUTFRONT MEDIA INC COM 69007J106 23,613 1,751,699 SH   SOLE N/A 1,751,699 0 0
QUAKER CHEM CORP COM 747316107 106,832 845,994 SH   SOLE N/A 845,994 0 0
RBC BEARINGS INC COM 75524B104 45,009 399,048 SH   SOLE N/A 399,048 0 0
REDFIN CORP COM 75737F108 140,220 9,093,415 SH   SOLE N/A 9,093,415 0 0
ROLLINS INC COM 775711104 10,842 300,000 SH   SOLE N/A 300,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 156,730 502,645 SH   SOLE N/A 502,645 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,159,564 8,378,523 SH   SOLE N/A 8,378,523 0 0
SVMK INC COM 78489X103 17,312 1,281,416 SH   SOLE N/A 1,281,416 0 0
TORO CO COM 891092108 28,110 431,856 SH   SOLE N/A 431,856 0 0
TRANSUNION COM 89400J107 52,829 798,260 SH   SOLE N/A 798,260 0 0
TWILIO INC CL A 90138F102 49,250 550,338 SH   SOLE N/A 550,338 0 0
VAIL RESORTS INC COM 91879Q109 87,269 590,814 SH   SOLE N/A 590,814 0 0
WASTE CONNECTIONS INC COM 94106B101 47,272 609,955 SH   SOLE N/A 609,955 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 143,544 942,821 SH   SOLE N/A 942,821 0 0
WIX COM LTD SHS M98068105 9,692 96,136 SH   SOLE N/A 96,136 0 0
XP INC CL A G98239109 102,135 5,500,000 SH   SOLE N/A 5,500,000 0 0