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
ASGN Inc COM 00191U102 60,056,507 955,401 SH   SOLE   955,401 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 35,308,499 460,766 SH   SOLE   460,766 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 417,992,890 2,499,509 SH   SOLE   2,275,170 0 224,339
ALIGN TECHNOLOGY INC COM 016255101 49,760,056 275,039 SH   SOLE   275,039 0 0
ALLEGHANY CORP DEL COM 017175100 9,640,930 12,085 SH   SOLE   12,085 0 0
ALPHABET INC CAP STK CL C 02079K107 29,721,658 24,382 SH   SOLE   24,382 0 0
AMPHENOL CORP NEW CL A 032095101 415,863,662 4,309,468 SH   SOLE   4,231,333 0 78,135
ANSYS INC COM 03662Q105 355,452,140 1,605,765 SH   SOLE   1,579,905 0 25,860
APOLLO GLOBAL MGMT INC COM CL A 03768E105 32,407,769 856,895 SH   SOLE   856,895 0 0
AUTODESK INC COM 052769106 18,144,207 122,845 SH   SOLE   122,845 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 171,342,651 2,061,141 SH   SOLE   1,904,672 0 156,469
AVANOS MED INC COM 05350V106 3,541,843 94,550 SH   SOLE   94,550 0 0
BECTON DICKINSON & CO COM 075887109 17,564,025 69,434 SH   SOLE   69,434 0 0
BHP Group Ltd SPONSORED ADS 088606108 44,935,800 910,000 SH Put SOLE   910,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 70,205,791 1,437,465 SH   SOLE   1,115,418 0 322,047
BOSTON PRIVATE FINL HLDGS IN COM 101119105 17,698,700 1,518,550 SH   SOLE   1,518,550 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 34,929,515 229,046 SH   SOLE   219,205 0 9,841
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 88,402,389 1,665,142 SH   SOLE   1,665,142 0 0
BROWN & BROWN INC COM 115236101 356,164,656 9,877,001 SH   SOLE   9,652,466 0 224,535
CBRE GROUP INC CL A 12504L109 197,727,300 3,730,000 SH Put SOLE   3,730,000 0 0
CDW CORP COM 12514G108 480,498,218 3,898,882 SH   SOLE   3,819,684 0 79,198
Canada Goose Holdings Inc SHS SUB VTG 135086106 185,127,507 4,210,314 SH   SOLE   4,025,548 0 184,766
CANTEL MEDICAL CORP COM 138098108 30,192,197 403,639 SH   SOLE   403,639 0 0
CERIDIAN HCM HLDG INC COM 15677J108 416,396,405 8,434,199 SH   SOLE   8,266,185 0 168,014
CINCINNATI FINL CORP COM 172062101 442,086,664 3,789,206 SH   SOLE   3,712,097 0 77,109
CINTAS CORP COM 172908105 112,333,900 419,000 SH   SOLE   419,000 0 0
COMCAST CORP NEW CL A 20030N101 147,862,400 3,280,000 SH Put SOLE   3,280,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 21,506,708 392,315 SH   SOLE   392,315 0 0
COSTAR GROUP INC COM 22160N109 223,195,059 376,256 SH   SOLE   366,942 0 9,314
DANAHER CORPORATION COM 235851102 89,524,502 619,847 SH   SOLE   472,252 0 147,595
DENTSPLY SIRONA INC COM 24906P109 396,576,182 7,439,058 SH   SOLE   6,627,122 0 811,936
EVO PMTS INC CL A COM 26927E104 4,750,087 168,922 SH   SOLE   168,922 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 3,501,788 359,896 SH   SOLE   359,896 0 0
ENVESTNET INC COM 29404K106 13,595,016 239,771 SH   SOLE   239,771 0 0
EVERBRIDGE INC COM 29978A104 164,735,215 2,669,506 SH   SOLE   2,620,272 0 49,234
EXPEDITORS INTL WASH INC COM 302130109 53,648,226 722,146 SH   SOLE   703,993 0 18,153
FACEBOOK INC CL A 30303M102 17,876,739 100,386 SH   SOLE   100,386 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 196,841,393 1,482,686 SH   SOLE   1,363,668 0 119,018
FIRST REP BK SAN FRANCISCO C COM 33616C100 416,296,498 4,305,031 SH   SOLE   4,218,088 0 86,943
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 16,501,709 180,189 SH   SOLE   180,189 0 0
FORTIVE CORP COM 34959J108 48,104,164 701,636 SH   SOLE   514,344 0 187,292
GARTNER INC COM 366651107 113,848,495 796,199 SH   SOLE   777,548 0 18,651
GODADDY INC CL A 380237107 384,760,852 5,831,477 SH   SOLE   5,707,898 0 123,579
HEICO CORP NEW COM 422806109 71,076,076 569,155 SH   SOLE   538,519 0 30,636
HEICO CORP NEW CL A 422806208 33,760,926 346,942 SH   SOLE   346,942 0 0
HILL ROM HLDGS INC COM 431475102 268,987,768 2,556,189 SH   SOLE   2,498,540 0 57,649
HYATT HOTELS CORP COM CL A 448579102 372,324,865 5,053,955 SH   SOLE   4,946,491 0 107,464
IDEXX LABS INC COM 45168D104 8,473,883 31,162 SH   SOLE   31,162 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 103,125,516 1,917,544 SH   SOLE   1,516,964 0 400,580
IRIDIUM COMMUNICATIONS INC COM 46269C102 28,731,830 1,350,180 SH   SOLE   1,350,180 0 0
JACOBS ENGR GROUP INC COM 469814107 510,211,778 5,576,085 SH   SOLE   5,576,085 0 0
LAUREATE EDUCATION INC CL A 518613203 67,377,310 4,064,996 SH   SOLE   4,064,996 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 13,502,074 805,613 SH   SOLE   805,613 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 523,628,785 7,893,108 SH   SOLE   7,740,382 0 152,726
LIVE OAK BANCSHARES INC COM 53803X105 2,104,740 116,284 SH   SOLE   116,284 0 0
MGIC INVT CORP WIS COM 552848103 18,971,244 1,508,048 SH   SOLE   1,508,048 0 0
MARKEL CORP COM 570535104 45,644,978 38,620 SH   SOLE   38,620 0 0
MARTIN MARIETTA MATLS INC COM 573284106 770,480,025 2,810,945 SH   SOLE   2,753,099 0 57,846
MICROSOFT CORP COM 594918104 12,902,401 92,803 SH   SOLE   92,803 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 191,598,000 3,300,000 SH Put SOLE   3,300,000 0 0
Morgan Stanley COM NEW 617446448 81,926,400 1,920,000 SH Call SOLE   1,920,000 0 0
MORNINGSTAR INC COM 617700109 20,736,097 141,892 SH   SOLE   141,892 0 0
NATIONAL VISION HLDGS INC COM 63845R107 68,482,424 2,845,136 SH   SOLE   2,726,849 0 118,287
NUANCE COMMUNICATIONS INC COM 67020Y100 27,824,942 1,706,005 SH   SOLE   1,706,005 0 0
OSI SYSTEMS INC COM 671044105 19,216,777 189,216 SH   SOLE   189,216 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 41,790,000 1,000,000 SH Put SOLE   1,000,000 0 0
OUTFRONT MEDIA INC COM 69007J106 118,206,984 4,255,111 SH   SOLE   4,255,111 0 0
PTC INC COM 69370C100 123,707,156 1,814,420 SH   SOLE   1,764,806 0 49,614
PATTERSON COMPANIES INC COM 703395103 30,680,801 1,721,706 SH   SOLE   1,262,579 0 459,127
PAYCHEX INC COM 704326107 279,723,367 3,379,526 SH   SOLE   3,307,153 0 72,373
PERKINELMER INC COM 714046109 608,862,785 7,148,794 SH   SOLE   7,148,794 0 0
PROCTER & GAMBLE CO COM 742718109 196,694,532 1,581,400 SH Put SOLE   1,581,400 0 0
ROLLINS INC COM 775711104 32,723,928 960,491 SH   SOLE   960,491 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 181,530,422 3,520,078 SH   SOLE   3,438,529 0 81,549
HENRY SCHEIN INC COM 806407102 311,998,678 4,913,365 SH   SOLE   4,035,290 0 878,075
SERVICE CORP INTL COM 817565104 260,838,738 5,455,736 SH   SOLE   5,345,297 0 110,439
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 488,064,912 8,731,036 SH   SOLE   8,553,491 0 177,545
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,925,246 213,538 SH   SOLE   213,538 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 36,180,084 112,364 SH   SOLE   112,364 0 0
TELEFLEX INC COM 879369106 220,373,401 648,634 SH   SOLE   633,441 0 15,193
THERMO FISHER SCIENTIFIC INC COM 883556102 138,275,190 474,732 SH   SOLE   379,984 0 94,748
TORO CO COM 891092108 363,989,255 4,965,747 SH   SOLE   4,864,691 0 101,056
TRANSDIGM GROUP INC COM 893641100 309,988,174 595,364 SH   SOLE   582,057 0 13,307
Trimble Inc COM 896239100 168,639,308 4,345,254 SH   SOLE   4,254,229 0 91,025
TRIPADVISOR INC COM 896945201 14,863,332 384,264 SH   SOLE   384,264 0 0
Ulta Beauty Inc COM 90384S303 94,563,477 377,273 SH   SOLE   364,161 0 13,112
VAIL RESORTS INC COM 91879Q109 68,504,662 301,040 SH   SOLE   301,040 0 0
VISA INC COM CL A 92826C839 3,944,877 22,934 SH   SOLE   22,934 0 0
VONAGE HLDGS CORP COM 92886T201 28,683,061 2,538,324 SH   SOLE   2,538,324 0 0
WATERS CORP COM 941848103 96,470,407 432,157 SH   SOLE   396,361 0 35,796
Welbilt Inc COM 949090104 58,729,062 3,483,337 SH   SOLE   3,344,851 0 138,486
WILLIAMS SONOMA INC COM 969904101 52,959,071 779,039 SH   SOLE   749,485 0 29,554
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,785,589 118,459 SH   SOLE   118,459 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 33,477,324 674,810 SH   SOLE   674,810 0 0
CLARIVATE ANALYTICS PLC COM G21810109 152,156,671 9,019,364 SH   SOLE   8,869,420 0 149,944
IHS MARKIT LTD SHS G47567105 230,156,686 3,441,338 SH   SOLE   3,361,376 0 79,962
SIGNET JEWELERS LIMITED SHS G81276100 35,814,343 2,136,894 SH   SOLE   2,136,894 0 0
SIGNET JEWELERS LIMITED SHS G81276100 17,765,600 1,060,000 SH Call SOLE   1,060,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 30,000,400 1,790,000 SH Call SOLE   1,790,000 0 0
STERIS PLC SHS USD G8473T100 19,564,379 135,403 SH   SOLE   135,403 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 8,579,520 7,944 SH   SOLE   7,944 0 0
GARMIN LTD SHS H2906T109 121,721,973 1,437,265 SH   SOLE   1,437,265 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 19,487,502 170,943 SH   SOLE   170,943 0 0
CORE LABORATORIES N V COM N22717107 71,908,553 1,542,440 SH   SOLE   1,131,030 0 411,410
ONESPAWORLD HOLDINGS LIMITED COM P73684113 2,644,868 170,307 SH   SOLE   170,307 0 0