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 10,258,004 144,540 SH   SOLE   144,540 0 0
ADOBE INC COM 00724F101 23,700,476 71,861 SH   SOLE   71,861 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17,493,925 205,063 SH   SOLE   205,063 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 135,152,665 637,212 SH   SOLE   537,909 0 99,303
ALPHABET INC CAP STK CL C 02079K107 26,931,594 20,143 SH   SOLE   20,143 0 0
AMPHENOL CORP NEW CL A 032095101 461,210,673 4,261,394 SH   SOLE   4,183,906 0 77,488
ANSYS INC COM 03662Q105 416,048,179 1,616,286 SH   SOLE   1,586,512 0 29,774
APOLLO GLOBAL MGMT INC COM CL A 03768E105 46,473,405 974,081 SH   SOLE   974,081 0 0
AUTODESK INC COM 052769106 27,707,964 151,030 SH   SOLE   151,030 0 0
BECTON DICKINSON & CO COM 075887109 14,785,649 54,365 SH   SOLE   54,365 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 59,517,195 1,063,947 SH   SOLE   826,507 0 237,440
BOSTON PRIVATE FINL HLDGS IN COM 101119105 16,821,501 1,398,296 SH   SOLE   1,398,296 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 136,895,855 910,878 SH   SOLE   882,372 0 28,506
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 130,275,420 2,253,900 SH   SOLE   2,194,598 0 59,302
BROWN & BROWN INC COM 115236101 430,580,211 10,906,287 SH   SOLE   10,667,936 0 238,351
CDW CORP COM 12514G108 511,156,654 3,578,526 SH   SOLE   3,509,998 0 68,528
CABOT MICROELECTRONICS CORP COM 12709P103 46,086,427 319,335 SH   SOLE   319,335 0 0
Canada Goose Holdings Inc SHS SUB VTG 135086106 157,663,171 4,350,529 SH   SOLE   4,115,539 0 234,990
CANTEL MEDICAL CORP COM 138098108 10,180,106 143,584 SH   SOLE   143,584 0 0
CERIDIAN HCM HLDG INC COM 15677J108 792,856,660 11,680,269 SH   SOLE   11,468,620 0 211,649
CINCINNATI FINL CORP COM 172062101 382,611,829 3,638,724 SH   SOLE   3,563,338 0 75,386
CINTAS CORP COM 172908105 100,219,922 372,454 SH   SOLE   372,454 0 0
COMCAST CORP NEW CL A 20030N101 159,643,500 3,550,000 SH Put SOLE   3,550,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 24,906,643 425,391 SH   SOLE   425,391 0 0
COSTAR GROUP INC COM 22160N109 449,498,602 751,293 SH   SOLE   733,768 0 17,525
DANAHER CORPORATION COM 235851102 85,646,137 558,028 SH   SOLE   410,433 0 147,595
DENTSPLY SIRONA INC COM 24906P109 256,333,290 4,529,657 SH   SOLE   3,818,315 0 711,342
EMERALD EXPOSITIONS EVENTS I COM 29103B100 4,023,928 381,415 SH   SOLE   381,415 0 0
ENVESTNET INC COM 29404K106 15,039,105 215,986 SH   SOLE   215,986 0 0
ESCO TECHNOLOGIES INC COM 296315104 6,668,880 72,096 SH   SOLE   72,096 0 0
EVERBRIDGE INC COM 29978A104 209,265,722 2,680,145 SH   SOLE   2,630,748 0 49,397
EXPEDITORS INTL WASH INC COM 302130109 51,339,969 658,036 SH   SOLE   640,254 0 17,782
FACEBOOK INC CL A 30303M102 21,552,276 105,005 SH   SOLE   105,005 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 225,305,215 1,619,852 SH   SOLE   1,485,414 0 134,438
FIRST REP BK SAN FRANCISCO C COM 33616C100 503,221,572 4,284,560 SH   SOLE   4,201,612 0 82,948
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,255,069 182,574 SH   SOLE   182,574 0 0
FORTIVE CORP COM 34959J108 53,932,791 706,019 SH   SOLE   506,920 0 199,099
GODADDY INC CL A 380237107 413,033,881 6,081,182 SH   SOLE   5,982,842 0 98,340
HEICO CORP NEW COM 422806109 59,236,545 518,936 SH   SOLE   496,601 0 22,335
HEICO CORP NEW CL A 422806208 28,346,272 316,612 SH   SOLE   316,612 0 0
HILL ROM HLDGS INC COM 431475102 319,173,928 2,811,362 SH   SOLE   2,755,002 0 56,360
HYATT HOTELS CORP COM CL A 448579102 482,748,259 5,381,209 SH   SOLE   5,276,128 0 105,081
ILLUMINA INC COM 452327109 24,022,289 72,413 SH   SOLE   51,840 0 20,573
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 100,452,720 2,154,713 SH   SOLE   1,737,726 0 416,987
IRIDIUM COMMUNICATIONS INC COM 46269C102 79,889,853 3,242,283 SH   SOLE   3,242,283 0 0
JACOBS ENGR GROUP INC COM 469814107 527,334,259 5,870,358 SH   SOLE   5,870,358 0 0
LAUREATE EDUCATION INC CL A 518613203 26,777,942 1,520,610 SH   SOLE   1,520,610 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 21,880,600 1,338,263 SH   SOLE   1,338,263 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 630,579,810 8,823,000 SH   SOLE   8,656,327 0 166,673
LIVE OAK BANCSHARES INC COM 53803X105 2,380,546 125,226 SH   SOLE   125,226 0 0
MGIC INVT CORP WIS COM 552848103 23,834,918 1,682,069 SH   SOLE   1,682,069 0 0
MARKEL CORP COM 570535104 62,186,162 54,398 SH   SOLE   54,398 0 0
MARTIN MARIETTA MATLS INC COM 573284106 731,647,300 2,616,390 SH   SOLE   2,567,580 0 48,810
MICROSOFT CORP COM 594918104 23,955,892 151,908 SH   SOLE   151,908 0 0
Morgan Stanley COM NEW 617446448 34,056,246 666,202 SH   SOLE   666,202 0 0
Morgan Stanley COM NEW 617446448 69,702,120 1,363,500 SH Call SOLE   1,363,500 0 0
MORNINGSTAR INC COM 617700109 35,592,803 235,231 SH   SOLE   235,231 0 0
NATIONAL VISION HLDGS INC COM 63845R107 86,202,669 2,658,115 SH   SOLE   2,542,453 0 115,662
OSI SYSTEMS INC COM 671044105 17,785,345 176,547 SH   SOLE   176,547 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 42,350,000 1,000,000 SH Put SOLE   1,000,000 0 0
OUTFRONT MEDIA INC COM 69007J106 134,883,600 5,029,217 SH   SOLE   5,029,217 0 0
PTC INC COM 69370C100 195,417,067 2,609,388 SH   SOLE   2,545,220 0 64,168
PATTERSON COMPANIES INC COM 703395103 47,526,420 2,320,626 SH   SOLE   1,662,284 0 658,342
PAYCHEX INC COM 704326107 278,324,996 3,272,102 SH   SOLE   3,204,051 0 68,051
PAYPAL HLDGS INC COM 70450Y103 369,725 3,418 SH   SOLE   3,418 0 0
PERKINELMER INC COM 714046109 552,390,345 5,688,881 SH   SOLE   5,688,881 0 0
RALPH LAUREN CORP CL A 751212101 36,338,200 310,000 SH Put SOLE   310,000 0 0
ROLLINS INC COM 775711104 29,782,356 898,141 SH   SOLE   898,141 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 57,093,300 2,409,000 SH Put SOLE   2,409,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 170,608,926 2,778,647 SH   SOLE   2,703,381 0 75,266
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 777,787 2,072 SH   SOLE   2,072 0 0
SALESFORCE COM INC COM 79466L302 417,009 2,564 SH   SOLE   2,564 0 0
HENRY SCHEIN INC COM 806407102 248,335,043 3,722,048 SH   SOLE   2,867,094 0 854,954
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 135,983,100 1,335,000 SH Put SOLE   1,335,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 193,773,900 1,545,000 SH Put SOLE   1,545,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,202,800 70,000 SH Put SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 91,262,700 2,965,000 SH Put SOLE   2,965,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 140,128,400 1,720,000 SH Put SOLE   1,720,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 152,172,200 1,660,000 SH Put SOLE   1,660,000 0 0
SERVICE CORP INTL COM 817565104 242,607,467 5,270,638 SH   SOLE   5,162,645 0 107,993
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 343,301,882 8,880,028 SH   SOLE   8,683,934 0 196,094
SOUTH ST CORP COM 840441109 47,132,576 543,315 SH   SOLE   543,315 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,899,827 222,028 SH   SOLE   222,028 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 32,390,747 93,469 SH   SOLE   93,469 0 0
TELEFLEX INC COM 879369106 226,817,899 602,534 SH   SOLE   587,674 0 14,860
THERMO FISHER SCIENTIFIC INC COM 883556102 155,276,165 477,964 SH   SOLE   380,448 0 97,516
TORO CO COM 891092108 415,634,327 5,216,949 SH   SOLE   5,108,577 0 108,372
TRANSDIGM GROUP INC COM 893641100 333,463,760 595,471 SH   SOLE   582,458 0 13,013
Trimble Inc COM 896239100 196,014,999 4,701,727 SH   SOLE   4,606,475 0 95,252
Ulta Beauty Inc COM 90384S303 205,674,478 812,493 SH   SOLE   766,364 0 46,129
VAIL RESORTS INC COM 91879Q109 284,778,459 1,187,418 SH   SOLE   1,158,095 0 29,323
VISA INC COM CL A 92826C839 4,389,344 23,360 SH   SOLE   23,360 0 0
WATERS CORP COM 941848103 81,807,407 350,128 SH   SOLE   314,252 0 35,876
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,917,801 118,335 SH   SOLE   118,335 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 31,108,727 622,299 SH   SOLE   622,299 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 3,322,900 71,261 SH   SOLE   71,261 0 0
CLARIVATE ANALYTICS PLC COM G21810109 149,258,239 8,884,419 SH   SOLE   8,737,743 0 146,676
IHS MARKIT LTD SHS G47567105 215,292,507 2,857,233 SH   SOLE   2,798,406 0 58,827
SIGNET JEWELERS LIMITED SHS G81276100 41,525,704 1,910,106 SH   SOLE   1,910,106 0 0
SIGNET JEWELERS LIMITED SHS G81276100 32,175,200 1,480,000 SH Call SOLE   1,480,000 0 0
STERIS PLC SHS USD G8473T100 206,537,940 1,355,058 SH   SOLE   1,316,862 0 38,196
GARMIN LTD SHS H2906T109 120,969,717 1,239,952 SH   SOLE   1,239,952 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 28,479,405 190,434 SH   SOLE   190,434 0 0
CORE LABORATORIES N V COM N22717107 54,725,130 1,452,751 SH   SOLE   1,041,341 0 411,410
ONESPAWORLD HOLDINGS LIMITED COM P73684113 12,969,343 770,151 SH   SOLE   770,151 0 0