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
AGILENT TECHNOLOGIES INC COM 00846U101 89,866 890,290 SH   SOLE   0 0 890,290
AIR PRODS & CHEMS INC COM 009158106 50,401 169,210 SH   SOLE   0 0 169,210
ALIGN TECHNOLOGY INC COM 016255101 44,337 135,438 SH   SOLE   0 0 135,438
ALLEGHANY CORP DEL COM 017175100 2,758 5,300 SH   SOLE   0 0 5,300
ALPHABET INC CAP STK CL A 02079K305 50,247 34,284 SH   SOLE   0 0 34,284
AMERICAN HOMES 4 RENT CL A 02665T306 78,042 2,740,243 SH   SOLE   0 0 2,740,243
AMERICAN TOWER CORP NEW COM 03027X100 52,692 217,977 SH   SOLE   0 0 217,977
ANGI HOMESERVICES INC COM CL A 00183L102 3,394 305,914 SH   SOLE   0 0 305,914
ANSYS INC COM 03662Q105 70,761 216,242 SH   SOLE   0 0 216,242
APPFOLIO INC COM CL A 03783C100 35,333 249,157 SH   SOLE   0 0 249,157
ARCH CAP GROUP LTD ORD G0450A105 65,135 2,226,835 SH   SOLE   0 0 2,226,835
ASPEN TECHNOLOGY INC COM 045327103 23,643 186,766 SH   SOLE   0 0 186,766
AUTODESK INC COM 052769106 60,360 261,287 SH   SOLE   0 0 261,287
AUTOMATIC DATA PROCESSING IN COM 053015103 34,826 249,670 SH   SOLE   0 0 249,670
AVALARA INC COM 05338G106 7,137 56,048 SH   SOLE   0 0 56,048
AVALONBAY CMNTYS INC COM 053484101 53,381 357,448 SH   SOLE   0 0 357,448
BALL CORP COM 058498106 71,515 860,388 SH   SOLE   0 0 860,388
BAXTER INTL INC COM 071813109 3,464 43,071 SH   SOLE   0 0 43,071
BENTLEY SYS INC COM CL B 08265T208 9,971 317,547 SH   SOLE   0 0 317,547
BILL COM HLDGS INC COM 090043100 45,364 452,234 SH   SOLE   0 0 452,234
BLACK KNIGHT INC COM 09215C105 64,843 744,888 SH   SOLE   0 0 744,888
BOOKING HOLDINGS INC COM 09857L108 3,404 1,990 SH   SOLE   0 0 1,990
BROWN FORMAN CORP CL A 115637100 1,080 15,722 SH   SOLE   0 0 15,722
CANADIAN PAC RY LTD COM 13645T100 54,457 179,069 PRN   SOLE   0 0 179,069
CERIDIAN HCM HLDG INC COM 15677J108 53,098 642,448 SH   SOLE   0 0 642,448
CHOICE HOTELS INTL INC COM 169905106 25,191 293,059 SH   SOLE   0 0 293,059
CHURCH & DWIGHT INC COM 171340102 55,992 597,504 SH   SOLE   0 0 597,504
CME GROUP INC COM 12572Q105 54,535 325,952 SH   SOLE   0 0 325,952
CMS ENERGY CORP COM 125896100 3,332 54,265 SH   SOLE   0 0 54,265
COPART INC COM 217204106 75,538 718,317 SH   SOLE   0 0 718,317
COSTAR GROUP INC COM 22160N109 69,662 82,099 SH   SOLE   0 0 82,099
CROWN CASTLE INTL CORP NEW COM 22822V101 47,919 287,799 SH   SOLE   0 0 287,799
D R HORTON INC COM 23331A109 71,887 950,509 SH   SOLE   0 0 950,509
DANAHER CORPORATION COM 235851102 87,820 407,839 SH   SOLE   0 0 407,839
DESCARTES SYS GROUP INC COM 249906108 73,028 1,282,349 SH   SOLE   0 0 1,282,349
DIAGEO PLC SPON ADR NEW 25243Q205 1,156 8,401 SH   SOLE   0 0 8,401
EQUIFAX INC COM 294429105 84,825 540,633 SH   SOLE   0 0 540,633
EQUINIX INC COM 29444U700 31,432 41,351 SH   SOLE   0 0 41,351
EVEREST RE GROUP LTD COM G3223R108 3,257 16,489 SH   SOLE   0 0 16,489
FACTSET RESH SYS INC COM 303075105 59,505 177,691 SH   SOLE   0 0 177,691
FASTENAL CO COM 311900104 3,268 72,467 SH   SOLE   0 0 72,467
FIDELITY NATL INFORMATION SV COM 31620M106 99,474 675,726 SH   SOLE   0 0 675,726
FISERV INC COM 337738108 20,266 196,660 SH   SOLE   0 0 196,660
FLEETCOR TECHNOLOGIES INC COM 339041105 13,349 56,065 SH   SOLE   0 0 56,065
GLOBAL PMTS INC COM 37940X102 37,513 211,245 SH   SOLE   0 0 211,245
GOODYEAR TIRE & RUBR CO COM 382550101 121 15,837 SH   SOLE   0 0 15,837
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,316 127,522 SH   SOLE   0 0 127,522
HEALTHEQUITY INC COM 42226A107 70,252 1,367,564 SH   SOLE   0 0 1,367,564
HENRY JACK & ASSOC INC COM 426281101 51,864 318,987 SH   SOLE   0 0 318,987
HUBSPOT INC COM 443573100 48,815 167,044 SH   SOLE   0 0 167,044
IAC INTERACTIVECORP NEW COM 44891N109 88,662 740,209 SH   SOLE   0 0 740,209
IDEX CORP COM 45167R104 39,740 217,863 SH   SOLE   0 0 217,863
IDEXX LABS INC COM 45168D104 51,890 131,999 SH   SOLE   0 0 131,999
IHS MARKIT LTD SHS G47567105 68,205 868,745 SH   SOLE   0 0 868,745
INTERCONTINENTAL EXCHANGE IN COM 45866F104 86,868 868,246 SH   SOLE   0 0 868,246
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 1,163 22,156 SH   SOLE   0 0 22,156
INTUIT COM 461202103 105,355 322,968 SH   SOLE   0 0 322,968
INVITATION HOMES INC COM 46187W107 46,759 1,670,562 SH   SOLE   0 0 1,670,562
KAR AUCTION SVCS INC COM 48238T109 180 12,533 SH   SOLE   0 0 12,533
LAUDER ESTEE COS INC CL A 518439104 39,107 179,184 SH   SOLE   0 0 179,184
LENNAR CORP CL B 526057302 294 4,477 SH   SOLE   0 0 4,477
LENNAR CORP CL A 526057104 49,879 610,667 SH   SOLE   0 0 610,667
LIGHTSPEED POS INC SUB VTG SHS 53227R106 50,046 1,562,500 SH   SOLE   0 0 1,562,500
LINDE PLC SHS G5494J103 73,533 308,795 SH   SOLE   0 0 308,795
MASTERCARD INCORPORATED CL A 57636Q104 149,977 443,497 SH   SOLE   0 0 443,497
MERCADOLIBRE INC COM 58733R102 39,059 36,083 SH   SOLE   0 0 36,083
METTLER TOLEDO INTERNATIONAL COM 592688105 48,043 49,747 SH   SOLE   0 0 49,747
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,608 128,946 SH   SOLE   0 0 128,946
MICROSOFT CORP COM 594918104 120,859 574,614 SH   SOLE   0 0 574,614
MONSTER BEVERAGE CORP NEW COM 61174X109 53,414 666,007 SH   SOLE   0 0 666,007
MOODYS CORP COM 615369105 73,128 252,295 SH   SOLE   0 0 252,295
MSCI INC COM 55354G100 54,733 153,409 SH   SOLE   0 0 153,409
OLD DOMINION FREIGHT LINE IN COM 679580100 48,880 270,172 SH   SOLE   0 0 270,172
PAGSEGURO DIGITAL LTD COM CL A G68707101 44,865 1,189,747 SH   SOLE   0 0 1,189,747
PAYCHEX INC COM 704326107 49,338 618,508 SH   SOLE   0 0 618,508
PAYCOM SOFTWARE INC COM 70432V102 44,930 144,329 SH   SOLE   0 0 144,329
PAYLOCITY HLDG CORP COM 70438V106 73,574 455,795 SH   SOLE   0 0 455,795
PAYPAL HLDGS INC COM 70450Y103 195,068 990,043 SH   SOLE   0 0 990,043
PERKINELMER INC COM 714046109 80,873 644,355 SH   SOLE   0 0 644,355
PHREESIA INC COM 71944F106 1,166 36,292 SH   SOLE   0 0 36,292
POOL CORP COM 73278L105 44,145 131,958 SH   SOLE   0 0 131,958
QURATE RETAIL INC COM SER A 74915M100 133 18,477 SH   SOLE   0 0 18,477
REALPAGE INC COM 75606N109 109,735 1,903,805 SH   SOLE   0 0 1,903,805
ROLLINS INC COM 775711104 18,738 345,787 SH   SOLE   0 0 345,787
ROPER TECHNOLOGIES INC COM 776696106 51,780 131,051 SH   SOLE   0 0 131,051
S&P GLOBAL INC COM 78409V104 114,735 318,177 SH   SOLE   0 0 318,177
SALESFORCE COM INC COM 79466L302 73,689 293,208 SH   SOLE   0 0 293,208
SAP SE SPON ADR 803054204 1,869 11,994 SH   SOLE   0 0 11,994
SERVICENOW INC COM 81762P102 68,926 142,116 SH   SOLE   0 0 142,116
SPDR S&P 500 ETF TR TR UNIT 78462F103 222,943 665,721 SH   SOLE   0 0 665,721
SQUARE INC CL A 852234103 46,195 284,189 SH   SOLE   0 0 284,189
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,045 810,385 SH   SOLE   0 0 810,385
STERIS PLC SHS USD G8473T100 68,827 390,638 SH   SOLE   0 0 390,638
STONECO LTD COM CL A G85158106 60,612 1,146,008 SH   SOLE   0 0 1,146,008
SUN CMNTYS INC COM 866674104 58,311 414,701 SH   SOLE   0 0 414,701
SWITCH INC CL A 87105L104 3,233 207,127 SH   SOLE   0 0 207,127
THERMO FISHER SCIENTIFIC INC COM 883556102 108,053 244,730 SH   SOLE   0 0 244,730
THOMSON REUTERS CORP. COM NEW 884903709 72,321 906,624 SH   SOLE   0 0 906,624
TOLL BROTHERS INC COM 889478103 38,901 799,437 SH   SOLE   0 0 799,437
TRANSUNION COM 89400J107 73,827 877,540 SH   SOLE   0 0 877,540
TRI POINTE GROUP INC COM 87265H109 18,300 1,008,807 SH   SOLE   0 0 1,008,807
TYLER TECHNOLOGIES INC COM 902252105 51,547 147,886 SH   SOLE   0 0 147,886
UNDER ARMOUR INC CL C 904311206 813 82,590 SH   SOLE   0 0 82,590
VEEVA SYS INC CL A COM 922475108 52,566 186,941 SH   SOLE   0 0 186,941
VERISIGN INC COM 92343E102 104,167 508,503 SH   SOLE   0 0 508,503
VERISK ANALYTICS INC COM 92345Y106 79,001 426,316 SH   SOLE   0 0 426,316
VISA INC COM CL A 92826C839 68,257 341,338 SH   SOLE   0 0 341,338
WASTE CONNECTIONS INC COM 94106B101 39,162 377,284 SH   SOLE   0 0 377,284
WORKDAY INC CL A 98138H101 55,795 259,356 SH   SOLE   0 0 259,356
WYNDHAM HOTELS & RESORTS INC COM 98311A105 21,189 419,578 SH   SOLE   0 0 419,578
ZENDESK INC COM 98936J101 76,941 747,579 SH   SOLE   0 0 747,579
ZOETIS INC CL A 98978V103 56,055 338,967 SH   SOLE   0 0 338,967