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
ANGI HOMESERVICES INC COM CL A 00183L102 61,824 5,088,370 SH   SOLE N/A 5,088,370 0 0
ATLASSIAN CORP PLC CL A G06242104 168,293 933,559 SH   SOLE N/A 933,559 0 0
BILL COM HLDGS INC COM 090043100 22,626 250,816 SH   SOLE N/A 250,816 0 0
BLACK KNIGHT INC COM 09215C105 279,454 3,851,355 SH   SOLE N/A 3,851,355 0 0
BOSTON BEER INC CL A 100557107 196,997 367,086 SH   SOLE N/A 367,086 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 499,291 4,260,161 SH   SOLE N/A 4,260,161 0 0
BURLINGTON STORES INC COM 122017106 82,642 419,651 SH   SOLE N/A 419,651 0 0
CABLE ONE INC COM 12685J105 38,413 21,643 SH   SOLE N/A 21,643 0 0
CANNAE HLDGS INC COM 13765N107 44,255 1,076,773 SH   SOLE N/A 1,076,773 0 0
CARGURUS INC COM CL A 141788109 168,429 6,644,147 SH   SOLE N/A 6,644,147 0 0
CERIDIAN HCM HLDG INC COM 15677J108 129,856 1,638,147 SH   SOLE N/A 1,638,147 0 0
COUPA SOFTWARE INC COM 22266L106 276,633 998,531 SH   SOLE N/A 998,531 0 0
DATADOG INC CL A COM 23804L103 195,649 2,250,133 SH   SOLE N/A 2,250,133 0 0
DESCARTES SYS GROUP INC COM 249906108 76,028 1,437,194 SH   SOLE N/A 1,437,194 0 0
EXACT SCIENCES CORP COM 30063P105 101,389 1,166,192 SH   SOLE N/A 1,166,192 0 0
FARFETCH LTD ORD SH CL A 30744W107 98,877 5,725,351 SH   SOLE N/A 5,725,351 0 0
FIRSTSERVICE CORP NEW COM 33767E202 292,764 2,905,843 SH   SOLE N/A 2,905,843 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 65,548 3,492,185 SH   SOLE N/A 3,492,185 0 0
GOOSEHEAD INS INC COM CL A 38267D109 38,528 512,612 SH   SOLE N/A 512,612 0 0
HUNT J B TRANS SVCS INC COM 445658107 118,550 985,129 SH   SOLE N/A 985,129 0 0
IAC INTERACTIVECORP COM 44919P508 479,700 1,483,303 SH   SOLE N/A 1,483,303 0 0
IDEXX LABS INC COM 45168D104 150,498 455,834 SH   SOLE N/A 455,834 0 0
INGERSOLL RAND INC COM 45687V106 150,857 5,364,757 SH   SOLE N/A 5,364,757 0 0
INTUIT COM 461202103 265,749 897,225 SH   SOLE N/A 897,225 0 0
LENNOX INTL INC COM 526107107 205,116 880,365 SH   SOLE N/A 880,365 0 0
MSCI INC COM 55354G100 225,990 676,982 SH   SOLE N/A 676,982 0 0
NATIONAL VISION HLDGS INC COM 63845R107 85,966 2,816,700 SH   SOLE N/A 2,816,700 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 52,174 307,646 SH   SOLE N/A 307,646 0 0
QUAKER CHEM CORP COM 747316107 280,021 1,508,330 SH   SOLE N/A 1,508,330 0 0
RBC BEARINGS INC COM 75524B104 139,707 1,042,279 SH   SOLE N/A 1,042,279 0 0
REDFIN CORP COM 75737F108 381,105 9,093,415 SH   SOLE N/A 9,093,415 0 0
RH COM 74967X103 205,175 824,329 SH   SOLE N/A 824,329 0 0
ROPER TECHNOLOGIES INC COM 776696106 253,654 653,309 SH   SOLE N/A 653,309 0 0
SHIFT4 PMTS INC CL A 82452J109 47,185 1,329,148 SH   SOLE N/A 1,329,148 0 0
SHOPIFY INC CL A 82509L107 221,083 232,915 SH   SOLE N/A 232,915 0 0
TORO CO COM 891092108 92,488 1,394,157 SH   SOLE N/A 1,394,157 0 0
TWILIO INC CL A 90138F102 275,852 1,257,186 SH   SOLE N/A 1,257,186 0 0
VAIL RESORTS INC COM 91879Q109 118,874 652,618 SH   SOLE N/A 652,618 0 0
VROOM INC COM 92918V109 273,644 5,425,934 SH   SOLE N/A 5,425,934 0 0
WASTE CONNECTIONS INC COM 94106B101 178,988 1,908,390 SH   SOLE N/A 1,908,390 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 281,961 1,241,191 SH   SOLE N/A 1,241,191 0 0
WIX COM LTD SHS M98068105 455,540 1,777,925 SH   SOLE N/A 1,777,925 0 0
XP INC CL A G98239109 252,495 6,010,358 SH   SOLE N/A 6,010,358 0 0