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 2,111,813 19,404,698 SH   SOLE   19,404,698 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,717,769 7,601,083 SH   SOLE   7,601,083 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,807,666 5,724,906 SH   SOLE   5,724,906 0 0
ALARM COM HLDGS INC COM 011642105 5,118 92,629 SH   SOLE   92,629 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 282,464 960,828 SH   SOLE   960,828 0 0
ALIGN TECHNOLOGY INC COM 016255101 850,419 2,597,811 SH   SOLE   2,597,811 0 0
ALPHABET INC CAP STK CL A 02079K305 663,068 452,421 SH   SOLE   452,421 0 0
ALPHABET INC CAP STK CL C 02079K107 2,477,706 1,685,973 SH   SOLE   1,685,973 0 0
ALTAIR ENGR INC COM CL A 021369103 2,679 63,809 SH   SOLE   63,809 0 0
AMN HEALTHCARE SVCS INC COM 001744101 3,557 60,847 SH   SOLE   60,847 0 0
AON PLC SHS CL A G0403H108 67,616 327,757 SH   SOLE   327,757 0 0
APPFOLIO INC COM CL A 03783C100 7,261 51,199 SH   SOLE   51,199 0 0
AUTODESK INC COM 052769106 1,458,883 6,315,238 SH   SOLE   6,315,238 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 57,915 415,192 SH   SOLE   415,192 0 0
BLACKBAUD INC COM 09227Q100 2,927 52,431 SH   SOLE   52,431 0 0
BLACKLINE INC COM 09239B109 5,812 64,848 SH   SOLE   64,848 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 35,501 295,007 SH   SOLE   295,007 0 0
DOLLAR GEN CORP NEW COM 256677105 1,184,678 5,651,553 SH   SOLE   5,651,553 0 0
ENVESTNET INC COM 29404K106 4,311 55,872 SH   SOLE   55,872 0 0
ETSY INC COM 29786A106 8,425 69,267 SH   SOLE   69,267 0 0
EURONET WORLDWIDE INC COM 298736109 3,866 42,432 SH   SOLE   42,432 0 0
EXPONENT INC COM 30214U102 6,138 85,211 SH   SOLE   85,211 0 0
FACEBOOK INC CL A 30303M102 3,131,576 11,957,142 SH   SOLE   11,957,142 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,526 73,879 SH   SOLE   73,879 0 0
FOX FACTORY HLDG CORP COM 35138V102 5,895 79,307 SH   SOLE   79,307 0 0
GARTNER INC COM 366651107 779,827 6,241,116 SH   SOLE   6,241,116 0 0
GLOBANT S A COM L44385109 8,706 48,576 SH   SOLE   48,576 0 0
GOOSEHEAD INS INC COM CL A 38267D109 5,415 62,534 SH   SOLE   62,534 0 0
HELEN OF TROY LTD COM G4388N106 5,173 26,729 SH   SOLE   26,729 0 0
HOULIHAN LOKEY INC CL A 441593100 4,662 78,945 SH   SOLE   78,945 0 0
ICON PLC SHS G4705A100 104,047 544,491 SH   SOLE   544,491 0 0
ILLUMINA INC COM 452327109 173,942 562,775 SH   SOLE   562,775 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 698,733 984,769 SH   SOLE   984,769 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 5,363 24,725 SH   SOLE   24,725 0 0
LAUDER ESTEE COS INC CL A 518439104 36,814 168,680 SH   SOLE   168,680 0 0
LENDINGTREE INC NEW COM 52603B107 4,306 14,032 SH   SOLE   14,032 0 0
MALIBU BOATS INC COM CL A 56117J100 2,744 55,360 SH   SOLE   55,360 0 0
MASIMO CORP COM 574795100 4,347 18,414 SH   SOLE   18,414 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,891,829 5,594,314 SH   SOLE   5,594,314 0 0
MEDPACE HLDGS INC COM 58506Q109 3,755 33,599 SH   SOLE   33,599 0 0
MEDTRONIC PLC SHS G5960L103 73,638 708,601 SH   SOLE   708,601 0 0
MICROSOFT CORP COM 594918104 3,096,793 14,723,497 SH   SOLE   14,723,497 0 0
MSCI INC COM 55354G100 643,638 1,804,019 SH   SOLE   1,804,019 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 69,039 461,798 SH   SOLE   461,798 0 0
NIKE INC CL B 654106103 897,800 7,151,504 SH   SOLE   7,151,504 0 0
ORACLE CORP COM 68389X105 36,667 614,183 SH   SOLE   614,183 0 0
PAYLOCITY HLDG CORP COM 70438V106 3,567 22,097 SH   SOLE   22,097 0 0
PAYPAL HLDGS INC COM 70450Y103 1,545,520 7,844,084 SH   SOLE   7,844,084 0 0
POOL CORP COM 73278L105 4,767 14,250 SH   SOLE   14,250 0 0
QUALYS INC COM 74758T303 4,065 41,478 SH   SOLE   41,478 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,084,662 1,937,657 SH   SOLE   1,937,657 0 0
RELX PLC SPONSORED ADR 759530108 16,780 750,119 SH   SOLE   750,119 0 0
REVOLVE GROUP INC CL A 76156B107 3,441 209,419 SH   SOLE   209,419 0 0
SALESFORCE COM INC COM 79466L302 1,698,190 6,757,081 SH   SOLE   6,757,081 0 0
SAP SE SPON ADR 803054204 83,722 537,334 SH   SOLE   537,334 0 0
SERVICENOW INC COM 81762P102 1,547,736 3,191,209 SH   SOLE   3,191,209 0 0
STARBUCKS CORP COM 855244109 1,130,753 13,160,538 SH   SOLE   13,160,538 0 0
TREX CO INC COM 89531P105 6,095 85,123 SH   SOLE   85,123 0 0
UNILEVER PLC SPON ADR NEW 904767704 34,453 558,576 SH   SOLE   558,576 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,065,958 3,419,053 SH   SOLE   3,419,053 0 0
VISA INC COM CL A 92826C839 1,864,301 9,322,902 SH   SOLE   9,322,902 0 0
WD-40 CO COM 929236107 5,449 28,782 SH   SOLE   28,782 0 0
WINGSTOP INC COM 974155103 6,964 50,964 SH   SOLE   50,964 0 0
YETI HLDGS INC COM 98585X104 3,695 81,533 SH   SOLE   81,533 0 0
ZOETIS INC CL A 98978V103 1,823,146 11,024,646 SH   SOLE   11,024,646 0 0