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
ADOBE INC COM 00724F101 4,780,139 10,981 SH   SOLE   10,981 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 1,137,993 137,273 SH   SOLE   137,273 0 0
ALPHABET INC CAP STK CL C 02079K107 114,619,740 81,083 SH   SOLE   74,330 0 6,753
AMAZON COM INC COM 023135106 899,375 326 SH   SOLE   326 0 0
AMPHENOL CORP NEW CL A 032095101 498,268,240 5,200,587 SH   SOLE   5,108,360 0 92,227
ANSYS INC COM 03662Q105 221,151,469 758,069 SH   SOLE   744,283 0 13,786
APOLLO GLOBAL MGMT INC COM CL A 03768E105 13,793,645 276,315 SH   SOLE   276,315 0 0
AUTODESK INC COM 052769106 19,982,650 83,543 SH   SOLE   80,174 0 3,369
BADGER METER INC COM 056525108 266,655 4,238 SH   SOLE   4,238 0 0
BALL CORP COM 058498106 21,896,021 315,096 SH   SOLE   315,096 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 259,360 15,863 SH   SOLE   15,863 0 0
Bio-Techne Corp COM 09073M104 3,527,183 13,357 SH   SOLE   13,357 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 64,842,951 1,144,422 SH   SOLE   1,007,633 0 136,789
BOSTON PRIVATE FINL HLDGS IN COM 101119105 2,445,235 355,412 SH   SOLE   355,412 0 0
Broadcom Inc COM 11135F101 7,890,250 25,000 SH   SOLE   25,000 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 5,311,512 116,634 SH   SOLE   116,634 0 0
BROWN & BROWN INC COM 115236101 514,249,192 12,616,516 SH   SOLE   12,348,361 0 268,155
BUILDERS FIRSTSOURCE INC COM 12008R107 76,044,659 3,673,655 SH   SOLE   3,673,655 0 0
CDW CORP COM 12514G108 685,546,347 5,900,726 SH   SOLE   5,798,463 0 102,263
CANTEL MED CORP COM 138098108 294,306 6,654 SH   SOLE   6,654 0 0
CENTRAL GARDEN & PET CO COM 153527106 3,254,252 90,421 SH   SOLE   90,421 0 0
CERIDIAN HCM HLDG INC COM 15677J108 769,105,839 9,702,357 SH   SOLE   9,525,218 0 177,139
CINCINNATI FINL CORP COM 172062101 525,566,116 8,208,123 SH   SOLE   8,050,046 0 158,077
CINTAS CORP COM 172908105 13,111,837 49,226 SH   SOLE   49,226 0 0
COMCAST CORP NEW CL A 20030N101 67,275,582 1,725,900 SH Put SOLE   1,725,900 0 0
COSTAR GROUP INC COM 22160N109 291,434,396 410,084 SH   SOLE   402,019 0 8,065
CRACKER BARREL OLD CTRY STOR COM 22410J106 26,690,602 240,651 SH   SOLE   240,651 0 0
CREE INC COM 225447101 8,878,500 150,000 SH   SOLE   150,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 246,447 8,147 SH   SOLE   8,147 0 0
DANAHER CORPORATION COM 235851102 90,611,405 512,421 SH   SOLE   451,773 0 60,648
DATA I O CORP COM 237690102 2,409,112 712,755 SH   SOLE   712,755 0 0
DENTSPLY SIRONA INC COM 24906P109 17,132,819 388,852 SH   SOLE   335,803 0 53,049
DISH NETWORK CORPORATION CL A 25470M109 6,902,000 200,000 SH   SOLE   200,000 0 0
DocuSign Inc COM 256163106 282,528,759 1,640,606 SH   SOLE   1,640,606 0 0
ENERGY RECOVERY INC COM 29270J100 88,679 11,676 SH   SOLE   11,676 0 0
ENTEGRIS INC COM 29362U104 120,314,906 2,037,509 SH   SOLE   1,998,223 0 39,286
EVERBRIDGE INC COM 29978A104 512,334,213 3,702,907 SH   SOLE   3,627,876 0 75,031
EXPEDITORS INTL WASH INC COM 302130109 168,137,063 2,211,166 SH   SOLE   2,073,479 0 137,687
FACEBOOK INC CL A 30303M102 417,809 1,840 SH   SOLE   1,840 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 396,926,782 2,960,152 SH   SOLE   2,769,905 0 190,247
FIRST REP BK SAN FRANCISCO C COM 33616C100 526,211,309 4,964,726 SH   SOLE   4,867,816 0 96,910
FORMFACTOR INC COM 346375108 3,229,849 110,121 SH   SOLE   110,121 0 0
FORTIVE CORP COM 34959J108 76,808,850 1,135,218 SH   SOLE   980,241 0 154,977
GENUINE PARTS CO COM 372460105 21,027,885 241,811 SH   SOLE   241,811 0 0
GODADDY INC CL A 380237107 675,443,950 9,211,018 SH   SOLE   9,067,956 0 143,062
GOOSEHEAD INS INC COM CL A 38267D109 230,140 3,062 SH   SOLE   3,062 0 0
GRIFFON CORP COM 398433102 1,545,827 83,468 SH   SOLE   83,468 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 18,341,518 449,547 SH   SOLE   449,547 0 0
HP INC COM 40434L105 93,233,070 5,349,000 SH Call SOLE   5,349,000 0 0
HEICO CORP NEW COM 422806109 71,304,059 715,545 SH   SOLE   690,382 0 25,163
HEICO CORP NEW CL A 422806208 21,793,361 268,259 SH   SOLE   268,259 0 0
HESKA CORP COM RESTRC NEW 42805E306 293,672 3,152 SH   SOLE   3,152 0 0
HILL ROM HLDGS INC COM 431475102 390,432,899 3,556,503 SH   SOLE   3,485,443 0 71,060
IDEXX LABS INC COM 45168D104 96,318,897 291,734 SH   SOLE   291,734 0 0
ILLUMINA INC COM 452327109 135,480,696 365,818 SH   SOLE   334,898 0 30,920
INTEL CORP COM 458140100 2,991,500 50,000 SH   SOLE   50,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 97,838,289 2,342,310 SH   SOLE   2,030,903 0 311,407
IRIDIUM COMMUNICATIONS INC COM 46269C102 65,641,026 2,580,229 SH   SOLE   2,580,229 0 0
JACOBS ENGR GROUP INC COM 469814107 566,550,666 6,681,022 SH   SOLE   6,681,022 0 0
JOINT CORP COM 47973J102 284,633 18,640 SH   SOLE   18,640 0 0
KKR & Co Inc COM 48251W104 49,516,080 1,603,500 SH Call SOLE   1,603,500 0 0
KINSALE CAP GROUP INC COM 49714P108 444,366 2,863 SH   SOLE   2,863 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 82,533,118 1,236,266 SH   SOLE   1,236,266 0 0
LAUDER ESTEE COS INC CL A 518439104 72,188,591 382,598 SH   SOLE   331,445 0 51,153
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 13,337,813 1,727,696 SH   SOLE   1,727,696 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 172,623,946 3,894,066 SH   SOLE   3,817,945 0 76,121
LIVE OAK BANCSHARES INC COM 53803X105 2,002,931 138,038 SH   SOLE   138,038 0 0
LULULEMON ATHLETICA INC COM 550021109 13,464,792 43,155 SH   SOLE   43,155 0 0
LUMINEX CORP DEL COM 55027E102 54,406,880 1,672,514 SH   SOLE   1,672,514 0 0
MGIC INVT CORP WIS COM 552848103 27,290,399 3,332,161 SH   SOLE   3,332,161 0 0
MTS SYS CORP COM 553777103 258,978 14,723 SH   SOLE   14,723 0 0
MARKEL CORP COM 570535104 6,270,171 6,792 SH   SOLE   6,792 0 0
MARTIN MARIETTA MATLS INC COM 573284106 668,489,646 3,236,141 SH   SOLE   3,176,942 0 59,199
MASIMO CORP COM 574795100 12,312,144 54,003 SH   SOLE   54,003 0 0
MEREDITH CORP COM 589433101 50,066,928 3,441,026 SH   SOLE   3,441,026 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,099,195 34,882 SH   SOLE   34,882 0 0
MICROSOFT CORP COM 594918104 26,829,130 131,832 SH   SOLE   131,832 0 0
MOHAWK INDS INC COM 608190104 55,652,035 546,895 SH   SOLE   546,895 0 0
MOODYS CORP COM 615369105 253,026 921 SH   SOLE   921 0 0
Morgan Stanley COM NEW 617446448 28,938,462 599,140 SH   SOLE   599,140 0 0
MORNINGSTAR INC COM 617700109 67,335,871 477,661 SH   SOLE   477,661 0 0
NATIONAL RESH CORP COM NEW 637372202 281,329 4,833 SH   SOLE   4,833 0 0
NEOGEN CORP COM 640491106 15,433,864 198,890 SH   SOLE   198,890 0 0
OUTFRONT MEDIA INC COM 69007J106 9,776,634 689,953 SH   SOLE   689,953 0 0
PTC INC COM 69370C100 19,432,253 249,804 SH   SOLE   238,400 0 11,404
PAYCHEX INC COM 704326107 389,317,883 5,139,510 SH   SOLE   5,036,792 0 102,718
PAYPAL HLDGS INC COM 70450Y103 254,050,513 1,458,133 SH   SOLE   1,458,133 0 0
PERKINELMER INC COM 714046109 922,367,637 9,403,279 SH   SOLE   9,292,065 0 111,214
Phreesia Inc COM 71944F106 19,050,228 673,629 SH   SOLE   673,629 0 0
PINTEREST INC CL A 72352L106 93,586,376 4,221,307 SH   SOLE   4,221,307 0 0
POOL CORPORATION COM 73278L105 47,661,802 175,311 SH   SOLE   175,311 0 0
QORVO INC COM 74736K101 8,289,750 75,000 SH   SOLE   75,000 0 0
QUALCOMM INC COM 747525103 9,121,000 100,000 SH   SOLE   100,000 0 0
REPLIGEN CORP COM 759916109 128,336,476 1,038,237 SH   SOLE   1,027,832 0 10,405
REPAY HLDGS CORP COM CL A 76029L100 320,978 13,032 SH   SOLE   13,032 0 0
RESONANT INC COM 76118L102 9,320,000 4,000,000 SH   SOLE   4,000,000 0 0
ROLLINS INC COM 775711104 274,130,280 6,466,862 SH   SOLE   6,317,657 0 149,205
SPS Commerce Inc COM 78463M107 410,982 5,471 SH   SOLE   5,471 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 529,599,631 9,376,764 SH   SOLE   9,169,549 0 207,215
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,454,364 4,482 SH   SOLE   4,482 0 0
SALESFORCE COM INC COM 79466L302 597,583 3,190 SH   SOLE   3,190 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 53,176,296 395,451 SH   SOLE   395,451 0 0
SERVICE CORP INTL COM 817565104 445,908,462 11,465,890 SH   SOLE   11,238,929 0 226,961
SHAKE SHACK INC CL A 819047101 89,283,273 1,685,226 SH   SOLE   1,654,903 0 30,323
SHOTSPOTTER INC COM 82536T107 272,210 10,802 SH   SOLE   10,802 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 8,950,200 70,000 SH   SOLE   70,000 0 0
SMUCKER J M CO COM NEW 832696405 53,778,038 508,251 SH   SOLE   508,251 0 0
SOUTH ST CORP COM 840441109 31,335,259 657,475 SH   SOLE   657,475 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 22,163,504 482,865 SH   SOLE   482,865 0 0
Sprout Social Inc COM CL A 85209W109 285,282 10,566 SH   SOLE   10,566 0 0
SUMMIT MATLS INC CL A 86614U100 300,825 18,708 SH   SOLE   18,708 0 0
SYNNEX CORP COM 87162W100 95,704,853 799,072 SH   SOLE   799,072 0 0
TJX COS INC NEW COM 872540109 93,074,134 1,840,865 SH   SOLE   1,629,371 0 211,494
TTM TECHNOLOGIES INC COM 87305R109 4,744,000 400,000 SH   SOLE   400,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 89,568,470 1,577,743 SH   SOLE   1,546,564 0 31,179
TELEDYNE TECHNOLOGIES INC COM 879360105 28,876,994 92,867 SH   SOLE   92,867 0 0
TELEFLEX INCORPORATED COM 879369106 107,372,644 294,996 SH   SOLE   288,756 0 6,240
TENABLE HLDGS INC COM 88025T102 295,566 9,915 SH   SOLE   9,915 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 145,200,508 400,730 SH   SOLE   357,143 0 43,587
TORO CO COM 891092108 403,613,157 6,084,009 SH   SOLE   5,964,364 0 119,645
TRACTOR SUPPLY CO COM 892356106 321,056,518 2,436,122 SH   SOLE   2,388,185 0 47,937
TRANSDIGM GROUP INC COM 893641100 79,100,427 178,940 SH   SOLE   172,706 0 6,234
TRANSUNION COM 89400J107 283,987,671 3,262,726 SH   SOLE   3,262,726 0 0
II-VI Inc COM 902104108 9,444,000 200,000 SH   SOLE   200,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 57,135,645 164,713 SH   SOLE   164,713 0 0
Ulta Beauty Inc COM 90384S303 315,611,215 1,551,525 SH   SOLE   1,485,332 0 66,193
VAIL RESORTS INC COM 91879Q109 322,794,937 1,772,138 SH   SOLE   1,735,746 0 36,392
VERISIGN INC COM 92343E102 568,162 2,747 SH   SOLE   2,747 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,134,750 75,000 SH   SOLE   75,000 0 0
VERISK ANALYTICS INC COM 92345Y106 243,897 1,433 SH   SOLE   1,433 0 0
VISA INC COM CL A 92826C839 10,477,348 54,239 SH   SOLE   54,239 0 0
WATERS CORP COM 941848103 79,734,996 441,990 SH   SOLE   382,794 0 59,196
Welbilt Inc COM 949090104 8,165,746 1,340,845 SH   SOLE   1,340,845 0 0
WILLIAMS SONOMA INC COM 969904101 149,483,728 1,822,750 SH   SOLE   1,772,441 0 50,309
WISDOMTREE TR INDIA ERNGS FD 97717W422 15,044,533 751,100 SH Put SOLE   751,100 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,840,394 77,295 SH   SOLE   77,295 0 0
ZoomInfo Technologies Inc COM CL A 98980F104 209,886 4,113 SH   SOLE   4,113 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,268,084 113,022 SH   SOLE   113,022 0 0
MIMECAST LTD ORD SHS G14838109 306,576 7,359 SH   SOLE   7,359 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 27,260,781 663,118 SH   SOLE   663,118 0 0
Clarivate PLC ORD SHS G21810109 515,319,615 23,077,457 SH   SOLE   22,418,345 0 659,112
IHS MARKIT LTD SHS G47567105 474,236,867 6,281,283 SH   SOLE   5,932,681 0 348,602
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,012,000 200,000 SH   SOLE   200,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 72,670,068 7,075,956 SH   SOLE   7,075,956 0 0
STERIS PLC SHS USD G8473T100 194,045,748 1,264,636 SH   SOLE   1,216,149 0 48,487
GARMIN LTD SHS H2906T109 145,474,778 1,492,049 SH   SOLE   1,492,049 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 25,338,250 98,138 SH   SOLE   98,138 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 225,577 4,681 SH   SOLE   4,681 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 58,499 12,264 SH   SOLE   12,264 0 0