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
ACTIVISION BLIZZARD INC COM 00507V109 56,080 1,553,020 SH   SOLE   1,553,020 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,891 661,625 SH   OTR 1 0 661,625 0
ALEXION PHARMACEUTICALS INC COM 015351109 35,476 289,952 SH   SOLE   289,952 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,978 114,250 SH   OTR 1 0 114,250 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 81,339 926,307 SH   SOLE   926,307 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,857 396,955 SH   OTR 1 0 396,955 0
ALPHABET INC CAP STK CL A 02079K305 157,176 198,342 SH   SOLE   198,342 0 0
ALPHABET INC CAP STK CL A 02079K305 68,919 86,970 SH   OTR 1 0 86,970 0
AMAZON COM INC COM 023135106 92,603 123,492 SH   SOLE   123,492 0 0
AMAZON COM INC COM 023135106 42,068 56,100 SH   OTR 1 0 56,100 0
AMERICAN TOWER CORP NEW COM 03027X100 93,391 883,715 SH   SOLE   883,715 0 0
AMERICAN TOWER CORP NEW COM 03027X100 41,120 389,095 SH   OTR 1 0 389,095 0
ANALOG DEVICES INC COM 032654105 71,969 991,035 SH   SOLE   991,035 0 0
ANALOG DEVICES INC COM 032654105 32,034 441,125 SH   OTR 1 0 441,125 0
APPLE INC COM 037833100 52,657 454,645 SH   SOLE   454,645 0 0
APPLE INC COM 037833100 21,739 187,695 SH   OTR 1 0 187,695 0
APPLIED MATLS INC COM 038222105 68,809 2,132,295 SH   SOLE   2,132,295 0 0
APPLIED MATLS INC COM 038222105 26,815 830,965 SH   OTR 1 0 830,965 0
ASPEN TECHNOLOGY INC COM 045327103 22,573 412,815 SH   SOLE   412,815 0 0
ASPEN TECHNOLOGY INC COM 045327103 9,720 177,753 SH   OTR 1 0 177,753 0
BAIDU INC SPON ADR REP A 056752108 36,054 219,292 SH   SOLE   219,292 0 0
BAIDU INC SPON ADR REP A 056752108 12,809 77,907 SH   OTR 1 0 77,907 0
BWX TECHNOLOGIES INC COM 05605H100 476 12,000 SH   SOLE   12,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 102,136 4,049,807 SH   SOLE   4,049,807 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 44,115 1,749,220 SH   OTR 1 0 1,749,220 0
CARTER INC COM 146229109 3,530 40,862 SH   SOLE   40,862 0 0
CARTER INC COM 146229109 1,402 16,229 SH   OTR 1 0 16,229 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 480 7,475 SH   SOLE   7,475 0 0
CELGENE CORP COM 151020104 144,283 1,246,505 SH   SOLE   1,246,505 0 0
CELGENE CORP COM 151020104 66,215 572,050 SH   OTR 1 0 572,050 0
CINTAS CORP COM 172908105 65,994 571,080 SH   SOLE   571,080 0 0
CINTAS CORP COM 172908105 27,137 234,830 SH   OTR 1 0 234,830 0
CME GROUP INC COM 12572Q105 58,348 505,837 SH   SOLE   505,837 0 0
CME GROUP INC COM 12572Q105 25,947 224,940 SH   OTR 1 0 224,940 0
COPART INC COM 217204106 21,220 382,960 SH   SOLE   382,960 0 0
COPART INC COM 217204106 8,916 160,910 SH   OTR 1 0 160,910 0
COSTCO WHSL CORP NEW COM 22160K105 62,883 392,747 SH   SOLE   392,747 0 0
COSTCO WHSL CORP NEW COM 22160K105 28,802 179,887 SH   OTR 1 0 179,887 0
DOLLAR TREE INC COM 256746108 129,243 1,674,563 SH   SOLE   1,674,563 0 0
DOLLAR TREE INC COM 256746108 56,914 737,423 SH   OTR 1 0 737,423 0
ELECTRONIC ARTS INC COM 285512109 115,479 1,466,217 SH   SOLE   1,466,217 0 0
ELECTRONIC ARTS INC COM 285512109 49,774 631,965 SH   OTR 1 0 631,965 0
EQUINIX INC COM PAR $0.001 29444U700 93,560 261,772 SH   SOLE   261,772 0 0
EQUINIX INC COM PAR $0.001 29444U700 38,926 108,910 SH   OTR 1 0 108,910 0
EXXON MOBIL CORP COM 30231G102 51,467 570,210 SH   SOLE   570,210 0 0
EXXON MOBIL CORP COM 30231G102 21,468 237,845 SH   OTR 1 0 237,845 0
FACEBOOK INC CL A 30303M102 96,765 841,065 SH   SOLE   841,065 0 0
FACEBOOK INC CL A 30303M102 44,519 386,950 SH   OTR 1 0 386,950 0
FIDELITY NATL INFORMATION SV COM 31620M106 67,358 890,507 SH   SOLE   890,507 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 28,988 383,230 SH   OTR 1 0 383,230 0
FLEETCOR TECHNOLOGIES INC COM 339041105 60,238 425,652 SH   SOLE   425,652 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 25,748 181,940 SH   OTR 1 0 181,940 0
GLOBAL PMTS INC COM 37940X102 52,603 757,860 SH   SOLE   757,860 0 0
GLOBAL PMTS INC COM 37940X102 22,158 319,235 SH   OTR 1 0 319,235 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 128,803 2,282,925 SH   SOLE   2,282,925 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 58,419 1,035,425 SH   OTR 1 0 1,035,425 0
JD COM INC SPON ADR CL A 47215P106 16,783 659,720 SH   SOLE   659,720 0 0
JD COM INC SPON ADR CL A 47215P106 6,685 262,780 SH   OTR 1 0 262,780 0
KAR AUCTION SVCS INC COM 48238T109 38,599 905,647 SH   SOLE   905,647 0 0
KAR AUCTION SVCS INC COM 48238T109 16,223 380,635 SH   OTR 1 0 380,635 0
LAM RESEARCH CORP COM 512807108 68,839 651,080 SH   SOLE   651,080 0 0
LAM RESEARCH CORP COM 512807108 27,057 255,910 SH   OTR 1 0 255,910 0
MARTIN MARIETTA MATLS INC COM 573284106 34,889 157,490 SH   SOLE   157,490 0 0
MARTIN MARIETTA MATLS INC COM 573284106 13,848 62,510 SH   OTR 1 0 62,510 0
MASTERCARD INCORPORATED CL A 57636Q104 95,584 925,752 SH   SOLE   925,752 0 0
MASTERCARD INCORPORATED CL A 57636Q104 42,270 409,390 SH   OTR 1 0 409,390 0
MATCH GROUP INC COM 57665R106 11,992 701,300 SH   SOLE   701,300 0 0
MATCH GROUP INC COM 57665R106 5,068 296,375 SH   OTR 1 0 296,375 0
MICROCHIP TECHNOLOGY INC COM 595017104 58,962 919,125 SH   SOLE   919,125 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 26,566 414,120 SH   OTR 1 0 414,120 0
MICROSOFT CORP COM 594918104 160,260 2,579,017 SH   SOLE   2,579,017 0 0
MICROSOFT CORP COM 594918104 70,344 1,132,025 SH   OTR 1 0 1,132,025 0
NETEASE INC SPONSORED ADR 64110W102 156,711 727,739 SH   SOLE   727,739 0 0
NETEASE INC SPONSORED ADR 64110W102 65,649 304,860 SH   OTR 1 0 304,860 0
NORTHROP GRUMMAN CORP COM 666807102 51,204 220,155 SH   SOLE   220,155 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,011 98,940 SH   OTR 1 0 98,940 0
PAYPAL HLDGS INC COM 70450Y103 51,907 1,315,092 SH   SOLE   1,315,092 0 0
PAYPAL HLDGS INC COM 70450Y103 23,852 604,300 SH   OTR 1 0 604,300 0
PREMIER INC CL A 74051N102 40,378 1,329,981 SH   SOLE   1,329,981 0 0
PREMIER INC CL A 74051N102 19,307 635,928 SH   OTR 1 0 635,928 0
QUALCOMM INC COM 747525103 1,883 28,873 SH   SOLE   28,873 0 0
QUALCOMM INC COM 747525103 2,282 35,000 SH   OTR 1 0 35,000 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 38,109 501,100 SH   SOLE   501,100 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 15,126 198,900 SH   OTR 1 0 198,900 0
SHUTTERSTOCK INC COM 825690100 380 8,000 SH   SOLE   8,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 36,515 608,984 SH   SOLE   608,984 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 15,109 251,980 SH   OTR 1 0 251,980 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 5,333 27,000 SH   SOLE   27,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 52,241 1,826,625 SH   SOLE   1,826,625 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 25,062 876,280 SH   OTR 1 0 876,280 0
SYNOPSYS INC COM 871607107 100,702 1,710,870 SH   SOLE   1,710,870 0 0
SYNOPSYS INC COM 871607107 42,042 714,265 SH   OTR 1 0 714,265 0
TERADYNE INC COM 880770102 63,433 2,497,355 SH   SOLE   2,497,355 0 0
TERADYNE INC COM 880770102 29,609 1,165,690 SH   OTR 1 0 1,165,690 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 20,056 1,053,915 SH   SOLE   1,053,915 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 8,431 443,040 SH   OTR 1 0 443,040 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 65,056 255,180 SH   SOLE   255,180 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 27,137 106,445 SH   OTR 1 0 106,445 0
VANTIV INC CL A 92210H105 38,107 639,170 SH   SOLE   639,170 0 0
VANTIV INC CL A 92210H105 18,550 311,130 SH   OTR 1 0 311,130 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 16,365 1,486,365 SH   SOLE   1,486,365 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 6,156 559,150 SH   OTR 1 0 559,150 0
VISA INC COM CL A 92826C839 88,929 1,139,821 SH   SOLE   1,139,821 0 0
VISA INC COM CL A 92826C839 39,280 503,460 SH   OTR 1 0 503,460 0
VULCAN MATLS CO COM 929160109 41,435 331,080 SH   SOLE   331,080 0 0
VULCAN MATLS CO COM 929160109 16,447 131,420 SH   OTR 1 0 131,420 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 35,557 429,640 SH   SOLE   429,640 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 14,111 170,510 SH   OTR 1 0 170,510 0
XILINX INC COM 983919101 100,091 1,657,962 SH   SOLE   1,657,962 0 0
XILINX INC COM 983919101 43,632 722,745 SH   OTR 1 0 722,745 0
ZAYO GROUP HLDGS INC COM 98919V105 19,622 597,130 SH   SOLE   597,130 0 0
ZAYO GROUP HLDGS INC COM 98919V105 8,246 250,940 SH   OTR 1 0 250,940 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 7,349 608,883 SH   SOLE   608,883 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 2,906 240,739 SH   OTR 1 0 240,739 0