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 14,395,424 213,392 SH   SOLE   213,392 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 403,242,806 2,941,875 SH   SOLE   2,858,485 0 83,390
ALPHABET INC CAP STK CL C 02079K107 37,348,239 36,064 SH   SOLE   36,064 0 0
AMETEK INC NEW COM 031100100 98,875,782 1,460,499 SH   SOLE   1,439,842 0 20,657
AMPHENOL CORP NEW CL A 032095101 284,034,164 3,505,729 SH   SOLE   3,457,040 0 48,689
ANSYS INC COM 03662Q105 285,319,532 1,996,079 SH   SOLE   1,970,562 0 25,517
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 31,098,585 1,267,261 SH   SOLE   1,267,261 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 46,103,493 649,711 SH   SOLE   649,711 0 0
BAIDU INC SPON ADR REP A 056752108 19,594,078 123,544 SH   SOLE   123,544 0 0
BECTON DICKINSON & CO COM 075887109 21,856,941 97,004 SH   SOLE   97,004 0 0
BIO RAD LABS INC CL A 090572207 13,828,701 59,550 SH   SOLE   59,550 0 0
BIO TECHNE CORP COM 09073M104 26,067,401 180,123 SH   SOLE   180,123 0 0
BLACKBAUD INC COM 09227Q100 22,142,121 352,021 SH   SOLE   338,508 0 13,513
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 154,089,321 5,169,048 SH   SOLE   5,169,048 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 92,709,100 3,110,000 SH Call SOLE   3,110,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 182,918,316 1,641,259 SH   SOLE   1,619,081 0 22,178
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 20,856,878 543,856 SH   SOLE   543,856 0 0
BROWN & BROWN INC COM 115236101 258,570,235 9,382,084 SH   SOLE   9,238,945 0 143,139
CDW CORP COM 12514G108 333,222,648 4,111,322 SH   SOLE   4,057,585 0 53,737
CARLISLE COS INC COM 142339100 127,677,589 1,270,171 SH   SOLE   1,243,094 0 27,077
CATALENT INC COM 148806102 24,428,563 783,469 SH   SOLE   763,659 0 19,810
CERIDIAN HCM HLDG INC COM 15677J108 191,129,956 5,541,605 SH   SOLE   5,451,458 0 90,147
CINCINNATI FINL CORP COM 172062101 459,487,158 5,934,993 SH   SOLE   5,850,167 0 84,826
CINTAS CORP COM 172908105 129,600,421 771,477 SH   SOLE   771,477 0 0
COCA COLA CO COM 191216100 89,491,500 1,890,000 SH Put SOLE   1,890,000 0 0
COCA COLA CO COM 191216100 167,145,500 3,530,000 SH Put SOLE   3,530,000 0 0
COLFAX CORP COM 194014106 39,537,429 1,891,743 SH   SOLE   1,891,743 0 0
COSTAR GROUP INC COM 22160N109 188,719,128 559,433 SH   SOLE   552,797 0 6,636
DANAHER CORP DEL COM 235851102 164,776,789 1,597,913 SH   SOLE   1,597,913 0 0
DENTSPLY SIRONA INC COM 24906P109 182,859,949 4,914,269 SH   SOLE   4,889,087 0 25,182
EVO PMTS INC CL A COM 26927E104 15,407,821 624,557 SH   SOLE   624,557 0 0
ENVESTNET INC COM 29404K106 33,618,906 683,450 SH   SOLE   683,450 0 0
EVERBRIDGE INC COM 29978A104 18,255,378 321,624 SH   SOLE   321,624 0 0
EXPEDITORS INTL WASH INC COM 302130109 312,442,881 4,588,675 SH   SOLE   4,527,274 0 61,401
FACEBOOK INC CL A 30303M102 15,636,808 119,283 SH   SOLE   119,283 0 0
FASTENAL CO COM 311900104 5,948,092 113,752 SH   SOLE   113,752 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 288,692,923 3,322,128 SH   SOLE   3,272,922 0 49,206
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 24,676,042 286,764 SH   SOLE   286,764 0 0
FORTIVE CORP COM 34959J108 41,219,149 609,210 SH   SOLE   609,210 0 0
GARTNER INC COM 366651107 561,001,295 4,388,308 SH   SOLE   4,337,451 0 50,857
GODADDY INC CL A 380237107 344,715,903 5,253,214 SH   SOLE   5,182,172 0 71,042
HEICO CORP NEW COM 422806109 109,704,397 1,415,906 SH   SOLE   1,382,869 0 33,037
HEICO CORP NEW CL A 422806208 72,090,711 1,144,297 SH   SOLE   1,144,297 0 0
HILL ROM HLDGS INC COM 431475102 104,487,672 1,179,985 SH   SOLE   1,179,985 0 0
HYATT HOTELS CORP COM CL A 448579102 247,499,959 3,661,242 SH   SOLE   3,607,728 0 53,514
IDEXX LABS INC COM 45168D104 26,066,053 140,125 SH   SOLE   140,125 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 109,648,230 2,006,372 SH   SOLE   2,006,372 0 0
ISHARES TR CORE S&P TTL STK 464287150 891,983 15,715 SH   SOLE   15,715 0 0
ISHARES TR RUS MID CAP ETF 464287499 4,075,041 87,673 SH   SOLE   87,673 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,800,374 80,660 SH   SOLE   80,660 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 221,157,278 3,783,053 SH   SOLE   3,783,053 0 0
KKR & Co Inc CL A 48251W104 31,800,600 1,620,000 SH Call SOLE   1,620,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 339,489,115 6,893,180 SH   SOLE   6,794,186 0 98,994
MGIC INVT CORP WIS COM 552848103 33,091,570 3,163,630 SH   SOLE   3,163,630 0 0
MSA SAFETY INC COM 553498106 19,515,587 207,018 SH   SOLE   207,018 0 0
MTS SYS CORP COM 553777103 9,209,353 229,488 SH   SOLE   229,488 0 0
MARKEL CORP COM 570535104 8,730,001 8,410 SH   SOLE   8,410 0 0
MARTIN MARIETTA MATLS INC COM 573284106 526,973,873 3,066,119 SH   SOLE   3,026,281 0 39,838
MEREDITH CORP COM 589433101 54,103,976 1,041,663 SH   SOLE   1,041,663 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 23,088,107 40,822 SH   SOLE   39,950 0 872
MICROSOFT CORP COM 594918104 250,989,627 2,471,100 SH Call SOLE   2,471,100 0 0
MOODYS CORP COM 615369105 6,015,418 42,955 SH   SOLE   42,955 0 0
NATIONAL OILWELL VARCO INC COM 637071101 39,221,258 1,526,119 SH   SOLE   1,526,119 0 0
NATIONAL VISION HLDGS INC COM 63845R107 86,426,011 3,068,016 SH   SOLE   2,996,717 0 71,299
NORDSON CORP COM 655663102 7,308,397 61,235 SH   SOLE   61,235 0 0
ORACLE CORP COM 68389X105 22,507,275 498,500 SH Call SOLE   498,500 0 0
PTC INC COM 69370C100 247,197,686 2,981,878 SH   SOLE   2,942,272 0 39,606
PAYCHEX INC COM 704326107 391,914,320 6,015,569 SH   SOLE   5,936,056 0 79,513
PERKINELMER INC COM 714046109 688,438,828 8,764,339 SH   SOLE   8,764,339 0 0
POLARIS INDS INC COM 731068102 2,967,056 38,694 SH   SOLE   38,694 0 0
PRICE T ROWE GROUP INC COM 74144T108 35,893,924 388,799 SH   SOLE   388,799 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,563,868 42,269 SH   SOLE   42,269 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 191,070,126 4,235,649 SH   SOLE   4,180,955 0 54,694
SCHEIN HENRY INC COM 806407102 403,618,397 5,140,326 SH   SOLE   5,092,778 0 47,548
SERVICE CORP INTL COM 817565104 413,077,584 10,260,248 SH   SOLE   10,120,835 0 139,413
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 98,955,663 2,693,404 SH   SOLE   2,651,288 0 42,116
SMITH A O COM 831865209 30,638,147 717,521 SH   SOLE   700,322 0 17,199
TJX COS INC NEW COM 872540109 5,965,050 133,327 SH   SOLE   133,327 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 100,214,011 483,962 SH   SOLE   483,962 0 0
TELEFLEX INC COM 879369106 291,202,017 1,126,594 SH   SOLE   1,113,868 0 12,726
THERMO FISHER SCIENTIFIC INC COM 883556102 237,873,776 1,062,933 SH   SOLE   1,062,933 0 0
TORO CO COM 891092108 194,214,013 3,475,555 SH   SOLE   3,428,871 0 46,684
TRANSDIGM GROUP INC COM 893641100 205,764,525 605,083 SH   SOLE   598,613 0 6,470
Trimble Inc COM 896239100 170,906,599 5,193,151 SH   SOLE   5,099,162 0 93,989
TYLER TECHNOLOGIES INC COM 902252105 38,084,552 204,954 SH   SOLE   204,954 0 0
Ulta Beauty Inc COM 90384S303 23,043,117 94,115 SH   SOLE   94,115 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 608,863 5,087 SH   SOLE   5,087 0 0
VISA INC COM CL A 92826C839 8,313,803 63,012 SH   SOLE   63,012 0 0
WATERS CORP COM 941848103 72,203,901 382,740 SH   SOLE   382,740 0 0
Welbilt Inc COM 949090104 142,279,315 12,806,419 SH   SOLE   12,626,481 0 179,938
Welbilt Inc COM 949090104 26,452,910 2,381,000 SH Call SOLE   2,381,000 0 0
WILLIAMS SONOMA INC COM 969904101 143,737,852 2,849,115 SH   SOLE   2,804,347 0 44,768
Worldpay Inc CL A 981558109 398,836,733 5,218,327 SH   SOLE   5,059,259 0 159,068
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 30,000,160 212,752 SH   SOLE   212,752 0 0
IHS MARKIT LTD SHS G47567105 337,255,436 7,030,549 SH   SOLE   6,938,128 0 92,421
SIGNET JEWELERS LIMITED SHS G81276100 66,717,000 2,100,000 SH Call SOLE   2,100,000 0 0
GARMIN LTD SHS H2906T109 36,534,943 576,989 SH   SOLE   576,989 0 0
CORE LABORATORIES N V COM N22717107 56,977,985 955,045 SH   SOLE   955,045 0 0