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
ABBOTT LABS COM 002824100 1,710,819 18,711,795 SH   SOLE   18,711,795 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,564,511 7,286,282 SH   SOLE   7,286,282 0 0
ADOBE INC COM 00724F101 2,425,563 5,572,036 SH   SOLE   5,572,036 0 0
ALARM COM HLDGS INC COM 011642105 4,816 74,306 SH   SOLE   74,306 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 156,537 725,715 SH   SOLE   725,715 0 0
ALIGN TECHNOLOGY INC COM 016255101 894,232 3,258,389 SH   SOLE   3,258,389 0 0
ALPHABET INC CAP STK CL A 02079K305 628,001 442,862 SH   SOLE   442,862 0 0
ALPHABET INC CAP STK CL C 02079K107 2,299,177 1,626,458 SH   SOLE   1,626,458 0 0
ALTAIR ENGR INC COM CL A 021369103 2,136 53,745 SH   SOLE   53,745 0 0
AMN HEALTHCARE SVCS INC COM 001744101 2,319 51,253 SH   SOLE   51,253 0 0
APPFOLIO INC COM CL A 03783C100 6,981 42,905 SH   SOLE   42,905 0 0
AUTODESK INC COM 052769106 1,446,285 6,046,593 SH   SOLE   6,046,593 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 906,986 6,091,655 SH   SOLE   6,091,655 0 0
BLACKBAUD INC COM 09227Q100 2,524 44,211 SH   SOLE   44,211 0 0
BLACKLINE INC COM 09239B109 2,838 34,233 SH   SOLE   34,233 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 22,375 208,277 SH   SOLE   208,277 0 0
DOLLAR GEN CORP NEW COM 256677105 1,053,520 5,530,001 SH   SOLE   5,530,001 0 0
ENVESTNET INC COM 29404K106 3,250 44,194 SH   SOLE   44,194 0 0
EPAM SYS INC COM 29414B104 3,299 13,089 SH   SOLE   13,089 0 0
ETSY INC COM 29786A106 6,159 57,982 SH   SOLE   57,982 0 0
EURONET WORLDWIDE INC COM 298736109 3,256 33,982 SH   SOLE   33,982 0 0
EXPONENT INC COM 30214U102 5,793 71,584 SH   SOLE   71,584 0 0
FACEBOOK INC CL A 30303M102 2,670,210 11,759,416 SH   SOLE   11,759,416 0 0
FIVE BELOW INC COM 33829M101 2,434 22,763 SH   SOLE   22,763 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,590 62,273 SH   SOLE   62,273 0 0
FOX FACTORY HLDG CORP COM 35138V102 5,497 66,545 SH   SOLE   66,545 0 0
GARTNER INC COM 366651107 741,693 6,113,024 SH   SOLE   6,113,024 0 0
GLOBANT S A COM L44385109 6,224 41,537 SH   SOLE   41,537 0 0
HELEN OF TROY CORP LTD COM G4388N106 4,219 22,377 SH   SOLE   22,377 0 0
HOULIHAN LOKEY INC CL A 441593100 2,487 44,701 SH   SOLE   44,701 0 0
ICON PLC SHS G4705A100 64,757 384,405 SH   SOLE   384,405 0 0
ISHARES TR MSCI ACWI EX US 464288240 226 5,231 SH   SOLE   5,231 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 13,041 67,938 SH   SOLE   67,938 0 0
LEMAITRE VASCULAR INC COM 525558201 2,470 93,546 SH   SOLE   93,546 0 0
LENDINGTREE INC NEW COM 52603B107 3,425 11,830 SH   SOLE   11,830 0 0
MASIMO CORP COM 574795100 3,577 15,690 SH   SOLE   15,690 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,622,103 5,485,637 SH   SOLE   5,485,637 0 0
MEDPACE HLDGS INC COM 58506Q109 2,639 28,374 SH   SOLE   28,374 0 0
MEDTRONIC PLC SHS G5960L103 45,854 500,041 SH   SOLE   500,041 0 0
MICROSOFT CORP COM 594918104 3,593,570 17,657,952 SH   SOLE   17,657,952 0 0
MSCI INC COM 55354G100 798,217 2,391,159 SH   SOLE   2,391,159 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 42,388 325,485 SH   SOLE   325,485 0 0
NIKE INC CL B 654106103 691,437 7,051,882 SH   SOLE   7,051,882 0 0
ORACLE CORP COM 68389X105 27,737 501,851 SH   SOLE   501,851 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,714 18,605 SH   SOLE   18,605 0 0
PAYPAL HLDGS INC COM 70450Y103 1,507,432 8,651,965 SH   SOLE   8,651,965 0 0
POOL CORPORATION COM 73278L105 3,255 11,971 SH   SOLE   11,971 0 0
QUALYS INC COM 74758T303 2,179 20,945 SH   SOLE   20,945 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,150,343 1,844,534 SH   SOLE   1,844,534 0 0
RELX PLC SPONSORED ADR 759530108 23,577 1,000,703 SH   SOLE   1,000,703 0 0
REVOLVE GROUP INC CL A 76156B107 2,623 176,483 SH   SOLE   176,483 0 0
SALESFORCE COM INC COM 79466L302 1,257,799 6,714,347 SH   SOLE   6,714,347 0 0
SAP SE SPON ADR 803054204 55,857 398,975 SH   SOLE   398,975 0 0
SERVICENOW INC COM 81762P102 1,387,577 3,425,610 SH   SOLE   3,425,610 0 0
STARBUCKS CORP COM 855244109 939,805 12,770,818 SH   SOLE   12,770,818 0 0
TEXAS ROADHOUSE INC COM 882681109 2,644 50,300 SH   SOLE   50,300 0 0
TREX CO INC COM 89531P105 4,626 35,563 SH   SOLE   35,563 0 0
UNILEVER PLC SPON ADR NEW 904767704 22,701 413,651 SH   SOLE   413,651 0 0
VISA INC COM CL A 92826C839 1,734,046 8,976,785 SH   SOLE   8,976,785 0 0
WD-40 CO COM 929236107 4,344 21,907 SH   SOLE   21,907 0 0
WINGSTOP INC COM 974155103 5,937 42,723 SH   SOLE   42,723 0 0
YETI HLDGS INC COM 98585X104 2,935 68,680 SH   SOLE   68,680 0 0
ZOETIS INC CL A 98978V103 1,477,316 10,780,182 SH   SOLE   10,780,182 0 0