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 148,305 613,949 SH   SOLE   489,931 48,819 75,199
ADOBE SYS INC COM COMMON 00724F101 336,867 773,856 SH   SOLE   183,210 166,374 424,272
AUTODESK INC COM COMMON 052769106 428,108 1,789,827 SH   SOLE   502,092 449,166 838,569
ADYEN NV EUR0.01 COMMON N3501V104 101,342 69,634 SH   SOLE   870 1,655 67,109
AFYA LIMITED COM USD0.00005 CL A COMMON G01125106 54,624 2,330,404 SH   SOLE   28,932 37,724 2,263,748
AIRBUS SE EUR1 COMMON N0280G100 68,895 965,481 SH   SOLE   14,353 62,462 888,666
AMADEUS IT GROUP EUR0.01 COMMON E04908112 49,831 956,398 SH   SOLE   11,631 0 944,767
AMAZON COM INC COM COMMON 023135106 772,775 280,111 SH   SOLE   76,029 70,931 133,151
ARISTA NETWORKS INC COM COMMON 040413106 2,048 9,751 SH   SOLE   208 9,543 0
AON PLC COMMON G0403H108 54,201 281,420 SH   SOLE   3,347 5,465 272,608
ARCO PLATFORM LTD COM USD0.00005 CL A COMMON G04553106 56,475 1,298,889 SH   SOLE   16,056 13,141 1,269,692
ASML HOLDING NV EUR0.09 COMMON N07059202 91,558 249,315 SH   SOLE   3,102 3,989 242,224
BIOGEN INC COMMON STOCK COMMON 09062X103 6 25 SH   SOLE   0 0 25
ADR BILIBILI INC ADS REPSTG SHS CL Z ADR 090040106 55,779 1,204,211 SH   SOLE   14,841 6,652 1,182,718
BILL COM HLDGS INC COM COMMON 090043100 165,542 1,835,074 SH   SOLE   1,394,549 130,787 309,738
BALL CORP COM COMMON 058498106 523,285 7,530,374 SH   SOLE   1,754,103 1,674,418 4,101,853
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 753 4,501 SH   SOLE   95 4,406 0
CARLYLE GROUP INC COM COMMON 14316J108 95,130 3,409,707 SH   SOLE   2,754,659 231,660 423,388
CHARTER COMMUNICATIONS INC NEW CL A CL A COMMON 16119P108 518,611 1,016,806 SH   SOLE   282,546 263,056 471,204
CME GROUP INC COM STK COMMON 12572Q105 186,979 1,150,360 SH   SOLE   205,336 193,470 751,554
COUPA SOFTWARE INC COM COMMON 22266L106 401,704 1,449,989 SH   SOLE   390,313 379,200 680,476
CASELLA WASTE SYS INC CL A COM STK COMMON 147448104 410 7,877 SH   SOLE   7,877 0 0
DOLLAR GEN CORP NEW COM COMMON 256677105 7,412 38,908 SH   SOLE   1,184 2,552 35,172
DUNKIN BRANDS GROUP INC COM COMMON 265504100 127,075 1,948,113 SH   SOLE   1,537,102 175,035 235,976
DSV PANALPINA A/S DKK1 COMMON K3186P102 86,512 708,719 SH   SOLE   8,706 0 700,013
DEXCOM INC COM COMMON 252131107 47,937 118,248 SH   SOLE   1,507 5,211 111,530
EQUITY COMMONWEALTH USD0.01( BNF INT) REIT 294628102 179,415 5,571,895 SH   SOLE   4,501,774 378,961 691,160
ELASTIC N V COM USD0.01 COMMON N14506104 208,308 2,259,061 SH   SOLE   1,740,860 151,070 367,131
EXPERIAN ORD USD0.10 COMMON G32655105 99,792 2,854,617 SH   SOLE   35,359 36,505 2,782,753
FIVE BELOW INC COM USD0.01 COMMON 33829M101 80,499 752,963 SH   SOLE   608,313 51,153 93,497
FARFETCH LTD COM USD0.04 CLASS A COMMON 30744W107 199,844 11,571,759 SH   SOLE   6,139,586 634,184 4,797,989
GRACO INC COM COMMON 384109104 114,736 2,390,851 SH   SOLE   1,932,153 162,514 296,184
GCI LIBERTY INC COM NPV CL A COMMON 36164V305 219,007 3,079,408 SH   SOLE   2,362,417 212,617 504,374
GROCERY OUTLET HLDG CORP COM COMMON 39874R101 321,522 7,880,464 SH   SOLE   5,894,583 769,334 1,216,547
ALPHABET INC CAP STK USD0.001 CL C COMMON 02079K107 872 617 SH   SOLE   13 604 0
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305 464,049 327,245 SH   SOLE   91,900 81,626 153,719
GUIDEWIRE SOFTWARE INC COM USD0.0001 COMMON 40171V100 268,670 2,423,734 SH   SOLE   1,457,046 129,172 837,516
HAEMONETICS CORP MASS COM COMMON 405024100 205,825 2,298,190 SH   SOLE   1,207,530 145,281 945,379
HEALTHEQUITY INC COM COMMON 42226A107 120,388 2,051,958 SH   SOLE   1,651,409 146,457 254,092
ILLUMINA INC COM COMMON 452327109 471,693 1,273,643 SH   SOLE   297,845 273,499 702,299
IHS MARKIT LTD COM COMMON G47567105 79,667 1,055,199 SH   SOLE   13,151 27,965 1,014,083
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105 557,107 3,926,609 SH   SOLE   918,051 838,647 2,169,911
INTUITIVE SURGICAL INC COM NEW STK COMMON 46120E602 346,350 607,813 SH   SOLE   168,809 157,078 281,926
INTERTEK GROUP ORD GBP0.01 COMMON G4911B108 79,276 1,175,141 SH   SOLE   14,445 0 1,160,696
J2 GLOBAL INC COM COMMON 48123V102 49,360 780,898 SH   SOLE   624,017 60,972 95,909
KKR & CO INC CL A CL A COMMON 48251W104 390,901 12,658,722 SH   SOLE   3,432,594 3,224,614 6,001,514
LIBERTY BROADBAND CORP COM SER C COM SERC COMMON 530307305 355 2,869 SH   SOLE   65 2,804 0
LOGITECH INTERNATIONAL SA CHF0.25(REGD) (POST-SUBD) COMMON H50430232 10,853 166,410 SH   SOLE   166,410 0 0
LOGITECH INTL CHF0.25 (REGD) COMMON H50430232 112,163 1,717,516 SH   SOLE   1,342,344 141,953 233,219
LVMH MOET HENNESSY LOUIS VUITTON SE EUR0.30 COMMON F58485115 58,434 133,202 SH   SOLE   1,638 0 131,564
LYFT INC CL A CL A COMMON 55087P104 129,834 3,933,180 SH   SOLE   3,114,737 341,358 477,085
MASTERCARD INC CL A COMMON 57636Q104 675,509 2,284,441 SH   SOLE   521,688 479,794 1,282,959
MERCADOLIBRE INC COM STK COMMON 58733R102 89,084 90,370 SH   SOLE   1,114 580 88,676
MICROSOFT CORP COM COMMON 594918104 1,502,553 7,383,192 SH   SOLE   1,749,820 1,687,870 3,945,502
MATCH GROUP INC COM COMMON 57667L107 190,638 1,780,838 SH   SOLE   493,217 438,349 849,272
NETFLIX INC COM STK COMMON 64110L106 475,204 1,044,314 SH   SOLE   233,867 208,323 602,124
NIKE INC CL B COMMON 654106103 379,298 3,868,422 SH   SOLE   1,083,448 974,045 1,810,929
SERVICENOW INC COM USD0.001 COMMON 81762P102 599,030 1,478,869 SH   SOLE   354,773 327,149 796,947
NEVRO CORP COM COMMON 64157F103 127,426 1,066,600 SH   SOLE   817,653 83,170 165,777
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107 451,393 10,739,801 SH   SOLE   5,326,193 823,880 4,589,728
1LIFE HEALTHCARE INC COM COMMON 68269G107 918 25,299 SH   SOLE   12,571 12,728 0
PAYCOM SOFTWARE INC COM COMMON 70432V102 291,815 942,162 SH   SOLE   258,517 251,558 432,087
PALOMAR HLDGS INC COM COMMON 69753M105 374 4,364 SH   SOLE   4,364 0 0
PAYPAL HLDGS INC COM COMMON 70450Y103 570,831 3,276,312 SH   SOLE   909,573 847,165 1,519,574
PAPA JOHNS INTL INC COM COMMON 698813102 235,982 2,971,702 SH   SOLE   2,368,784 239,195 363,723
LIVERAMP HOLDINGS INC COMMON 53815P108 286,844 6,754,054 SH   SOLE   5,104,503 659,467 990,084
REDFIN CORP COM COMMON 75737F108 128,508 3,066,301 SH   SOLE   2,479,377 207,750 379,174
SAFRAN SA EUR0.20 COMMON F4035A557 57,165 570,346 SH   SOLE   8,252 5,265 556,829
SAILPOINT TECHNOLOGIES HLDGS INC COM COMMON 78781P105 116,356 4,395,799 SH   SOLE   3,317,225 572,940 505,634
STARBUCKS CORP COM COMMON 855244109 265,547 3,608,467 SH   SOLE   1,010,059 908,744 1,689,664
STITCH FIX INC CL A CL A COMMON 860897107 186,072 7,460,800 SH   SOLE   5,874,166 689,213 897,421
SHAKE SHACK INC CL A CL A COMMON 819047101 4,010 75,689 SH   SOLE   9,132 66,557 0
SILK RD MED INC COM COMMON 82710M100 1,996 47,670 SH   SOLE   10,650 37,020 0
CONSTELLATION BRANDS INC CL A CL A COMMON 21036P108 852 4,870 SH   SOLE   142 4,728 0
BIO-TECHNE CORP COM COMMON 09073M104 263,526 997,940 SH   SOLE   806,150 67,874 123,916
LENDINGTREE INC NEW COM USD0.01 COMMON 52603B107 128,663 444,388 SH   SOLE   357,601 31,898 54,889
TWILIO INC CL A CL A COMMON 90138F102 535,659 2,441,251 SH   SOLE   665,834 618,876 1,156,541
TWIST BIOSCIENCE CORP COM COMMON 90184D100 3,443 76,010 SH   SOLE   9,771 66,239 0
UBER TECHNOLOGIES INC COM USD0.00001 COMMON 90353T100 547,290 17,609,096 SH   SOLE   4,146,561 3,889,633 9,572,902
UNITEDHEALTH GROUP INC COM COMMON 91324P102 485,907 1,647,422 SH   SOLE   386,314 349,442 911,666
VISA INC COM CL A STK COMMON 92826C839 774,940 4,011,704 SH   SOLE   925,347 875,883 2,210,474
VARONIS SYS INC COM COMMON 922280102 166,209 1,878,499 SH   SOLE   1,497,546 151,526 229,427
VESTAS WIND SYSTEM DKK1 COMMON K9773J128 62,503 613,928 SH   SOLE   7,542 0 606,386
WALGREENS BOOTS ALLIANCE INC COM COMMON 931427108 6 164 SH   SOLE   0 0 164
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105 121,149 2,842,559 SH   SOLE   2,258,007 237,932 346,620
WIX.COM LTD COM ILS0.01 COMMON M98068105 457,116 1,784,078 SH   SOLE   1,016,239 119,268 648,571
WASTE MGMT INC DEL COM STK COMMON 94106L109 412,172 3,891,724 SH   SOLE   1,060,634 990,634 1,840,456
SAMSUNG ELECTRONIC KRW100 COMMON Y74718100 67,015 1,526,628 SH   SOLE   18,750 0 1,507,878
MONOTARO CO.LTD NPV COMMON J46583100 80,667 2,014,362 SH   SOLE   24,773 0 1,989,589
OTSUKA HOLDINGS CO LTD COMMON J63117105 37,428 859,249 SH   SOLE   10,542 0 848,707