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
3M Co Ordinary Shares 88579Y101 2,354 13,469 SH   SOLE   13,469 0 0
Activision Blizzard Inc Ordinary Shares 00507V109 1,594 17,170 SH   SOLE   17,170 0 0
Adobe Inc Ordinary Shares 00724F101 5,531 11,059 SH   SOLE   11,059 0 0
Aflac Inc Ordinary Shares 001055102 715 16,075 SH   SOLE   16,075 0 0
Alarm.com Holdings Inc Ordinary Shares 011642105 20,861 201,656 SH   SOLE   201,656 0 0
Alibaba Group Holding Ltd American Depository Receipts 01609W102 13,964 60,000 SH   SOLE   60,000 0 0
Align Technology Inc Ordinary Shares 016255101 973 1,820 SH   SOLE   1,820 0 0
Alphabet Inc Ordinary Shares 02079K107 42,909 24,493 SH   SOLE   24,493 0 0
Amazon.com Inc Ordinary Shares 023135106 74,027 22,729 SH   SOLE   22,729 0 0
American Tower Corp Ordinary Shares 03027X100 12,390 55,199 SH   SOLE   55,199 0 0
Amgen Inc Ordinary Shares 031162100 3,095 13,463 SH   SOLE   13,463 0 0
ANSYS Inc Ordinary Shares 03662Q105 685 1,883 SH   SOLE   1,883 0 0
Apple Inc Ordinary Shares 037833100 49,975 376,627 SH   SOLE   376,627 0 0
Atlassian Corporation PLC Ordinary Shares G06242104 29,468 126,000 SH   SOLE   126,000 0 0
Autodesk Inc Ordinary Shares 052769106 1,551 5,080 SH   SOLE   5,080 0 0
Avalara Inc Ordinary Shares 05338G106 13,851 84,000 SH   SOLE   84,000 0 0
Axon Enterprise Inc Ordinary Shares 05464C101 34,993 285,588 SH   SOLE   285,588 0 0
Becton Dickinson and Co Ordinary Shares 075887109 1,693 6,768 SH   SOLE   6,768 0 0
Berkshire Hathaway Inc Ordinary Shares 084670702 12,279 52,958 SH   SOLE   52,958 0 0
Biogen Inc Ordinary Shares 09062X103 892 3,642 SH   SOLE   3,642 0 0
Booking Holdings Inc Ordinary Shares 09857L108 1,976 887 SH   SOLE   887 0 0
Bristol-Myers Squibb Co Ordinary Shares 110122108 3,282 52,916 SH   SOLE   52,916 0 0
Broadcom Inc Ordinary Shares 11135F101 4,054 9,259 SH   SOLE   9,259 0 0
Broadridge Financial Solutions Inc Ordinary Shares 11133T103 8,426 55,000 SH   SOLE   55,000 0 0
Brookfield Asset Management Inc Ordinary Shares 112585104 12,381 300,000 SH   SOLE   300,000 0 0
Brown & Brown Inc Ordinary Shares 115236101 4,267 90,000 SH   SOLE   90,000 0 0
Cadence Design Systems Inc Ordinary Shares 127387108 858 6,289 SH   SOLE   6,289 0 0
Cardlytics Inc Ordinary Shares 14161W105 27,835 194,965 SH   SOLE   194,965 0 0
Cerner Corp Ordinary Shares 156782104 8,240 105,000 SH   SOLE   105,000 0 0
Chewy Inc Ordinary Shares 16679L109 1,009 11,228 SH   SOLE   11,228 0 0
Chipotle Mexican Grill Inc Ordinary Shares 169656105 921 664 SH   SOLE   664 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 12,352 141,600 SH   SOLE   141,600 0 0
Cintas Corp Ordinary Shares 172908105 825 2,335 SH   SOLE   2,335 0 0
CME Group Inc Ordinary Shares 12572Q105 1,529 8,397 SH   SOLE   8,397 0 0
Cognizant Technology Solutions Corp Ordinary Shares 192446102 1,006 12,281 SH   SOLE   12,281 0 0
Comcast Corp Ordinary Shares 20030N101 12,314 235,000 SH   SOLE   235,000 0 0
Cooper Companies Inc Ordinary Shares 216648402 14,678 40,400 SH   SOLE   40,400 0 0
Copart Inc Ordinary Shares 217204106 667 5,241 SH   SOLE   5,241 0 0
CoStar Group Inc Ordinary Shares 22160N109 832 900 SH   SOLE   900 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 12,424 32,973 SH   SOLE   32,973 0 0
CrowdStrike Holdings Inc Ordinary Shares 22788C105 1,108 5,233 SH   SOLE   5,233 0 0
Crown Castle International Corp Ordinary Shares 22822V101 1,548 9,725 SH   SOLE   9,725 0 0
Cummins Inc Ordinary Shares 231021106 773 3,405 SH   SOLE   3,405 0 0
CVS Health Corp Ordinary Shares 126650100 2,121 31,050 SH   SOLE   31,050 0 0
Datadog Inc Ordinary Shares 23804L103 756 7,677 SH   SOLE   7,677 0 0
DexCom Inc Ordinary Shares 252131107 797 2,156 SH   SOLE   2,156 0 0
DocuSign Inc Ordinary Shares 256163106 1,062 4,779 SH   SOLE   4,779 0 0
eBay Inc Ordinary Shares 278642103 814 16,198 SH   SOLE   16,198 0 0
Ecolab Inc Ordinary Shares 278865100 1,441 6,661 SH   SOLE   6,661 0 0
Editas Medicine Inc Ordinary Shares 28106W103 3,375 48,143 SH   SOLE   48,143 0 0
Electronic Arts Inc Ordinary Shares 285512109 957 6,662 SH   SOLE   6,662 0 0
Equinix Inc Ordinary Shares 29444U700 15,763 22,072 SH   SOLE   22,072 0 0
Everbridge Inc Ordinary Shares 29978A104 34,719 232,906 SH   SOLE   232,906 0 0
Facebook Inc Ordinary Shares 30303M102 17,746 64,965 SH   SOLE   64,965 0 0
Fastenal Co Ordinary Shares 311900104 21,558 441,500 SH   SOLE   441,500 0 0
FedEx Corp Ordinary Shares 31428X106 1,667 6,421 SH   SOLE   6,421 0 0
Ford Motor Co Ordinary Shares 345370860 817 92,949 SH   SOLE   92,949 0 0
Fox Factory Holding Corp Ordinary Shares 35138V102 4,054 38,348 SH   SOLE   38,348 0 0
Frontdoor Inc Ordinary Shares 35905A109 2,397 47,731 SH   SOLE   47,731 0 0
Gentex Corp Ordinary Shares 371901109 10,179 300,000 SH   SOLE   300,000 0 0
Gilead Sciences Inc Ordinary Shares 375558103 1,742 29,900 SH   SOLE   29,900 0 0
Globus Medical Inc Ordinary Shares 379577208 4,781 73,304 SH   SOLE   73,304 0 0
Goosehead Insurance Inc Ordinary Shares 38267D109 5,937 47,584 SH   SOLE   47,584 0 0
HCA Healthcare Inc Ordinary Shares 40412C101 1,307 7,950 SH   SOLE   7,950 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 15,225 210,700 SH   SOLE   210,700 0 0
Healthequity Inc Ordinary Shares 42226A107 12,265 175,939 SH   SOLE   175,939 0 0
Heska Corp Ordinary Shares 42805E306 6,359 43,661 SH   SOLE   43,661 0 0
Home Depot Inc Ordinary Shares 437076102 6,752 25,419 SH   SOLE   25,419 0 0
Howard Hughes Corp Ordinary Shares 44267D107 4,109 52,054 SH   SOLE   52,054 0 0
IDEXX Laboratories Inc Ordinary Shares 45168D104 975 1,950 SH   SOLE   1,950 0 0
Illumina Inc Ordinary Shares 452327109 1,248 3,372 SH   SOLE   3,372 0 0
Intercontinental Exchange Inc Ordinary Shares 45866F104 1,480 12,837 SH   SOLE   12,837 0 0
Intuit Inc Ordinary Shares 461202103 2,404 6,330 SH   SOLE   6,330 0 0
Intuitive Surgical Inc Ordinary Shares 46120E602 2,148 2,625 SH   SOLE   2,625 0 0
IPG Photonics Corp Ordinary Shares 44980X109 27,190 121,500 SH   SOLE   121,500 0 0
iRhythm Technologies Inc Ordinary Shares 450056106 6,109 25,754 SH   SOLE   25,754 0 0
John Bean Technologies Corp Ordinary Shares 477839104 4,127 36,242 SH   SOLE   36,242 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 27,152 182,999 SH   SOLE   182,999 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 736 53,849 SH   SOLE   53,849 0 0
Landstar System Inc Ordinary Shares 515098101 3,241 24,070 SH   SOLE   24,070 0 0
LCI Industries Ordinary Shares 50189K103 8,483 65,414 SH   SOLE   65,414 0 0
Markel Corp Ordinary Shares 570535104 9,196 8,900 SH   SOLE   8,900 0 0
Marriott International Inc Ordinary Shares 571903202 984 7,459 SH   SOLE   7,459 0 0
Mastercard Inc Ordinary Shares 57636Q104 38,393 107,561 SH   SOLE   107,561 0 0
Match Group Inc Ordinary Shares 57667L107 945 6,252 SH   SOLE   6,252 0 0
McCormick & Company Inc Ordinary Shares 579780206 5,162 54,000 SH   SOLE   54,000 0 0
Mckesson Corp Ordinary Shares 58155Q103 640 3,681 SH   SOLE   3,681 0 0
Medtronic PLC Ordinary Shares G5960L103 24,046 205,272 SH   SOLE   205,272 0 0
Mercadolibre Inc Ordinary Shares 58733R102 40,854 24,387 SH   SOLE   24,387 0 0
Microsoft Corp Ordinary Shares 594918104 38,808 174,482 SH   SOLE   174,482 0 0
Monster Beverage Corp Ordinary Shares 61174X109 1,109 11,995 SH   SOLE   11,995 0 0
Moody's Corp Ordinary Shares 615369105 1,215 4,185 SH   SOLE   4,185 0 0
Netflix Inc Ordinary Shares 64110L106 5,451 10,080 SH   SOLE   10,080 0 0
Newmark Group Inc Ordinary Shares 65158N102 2,869 393,493 SH   SOLE   393,493 0 0
Nextera Energy Inc Ordinary Shares 65339F101 3,413 44,239 SH   SOLE   44,239 0 0
NIC Inc Ordinary Shares 62914B100 2,580 99,883 SH   SOLE   99,883 0 0
Nike Inc Ordinary Shares 654106103 5,201 36,761 SH   SOLE   36,761 0 0
nLIGHT Inc Ordinary Shares 65487K100 9,972 305,410 SH   SOLE   305,410 0 0
NVIDIA Corp Ordinary Shares 67066G104 7,630 14,612 SH   SOLE   14,612 0 0
Okta Inc Ordinary Shares 679295105 809 3,182 SH   SOLE   3,182 0 0
Palo Alto Networks Inc Ordinary Shares 697435105 793 2,232 SH   SOLE   2,232 0 0
Paycom Software Inc Ordinary Shares 70432V102 26,864 59,400 SH   SOLE   59,400 0 0
Paylocity Holding Corp Ordinary Shares 70438V106 20,021 97,233 SH   SOLE   97,233 0 0
PayPal Holdings Inc Ordinary Shares 70450Y103 27,113 115,767 SH   SOLE   115,767 0 0
Peloton Interactive Inc Ordinary Shares 70614W100 963 6,349 SH   SOLE   6,349 0 0
Penumbra Inc Ordinary Shares 70975L107 4,270 24,402 SH   SOLE   24,402 0 0
Pinterest Inc Ordinary Shares 72352L106 993 15,071 SH   SOLE   15,071 0 0
Proto Labs Inc Ordinary Shares 743713109 7,805 50,882 SH   SOLE   50,882 0 0
PTC Therapeutics Inc Ordinary Shares 69366J200 6,991 114,553 SH   SOLE   114,553 0 0
Q2 Holdings Inc Ordinary Shares 74736L109 6,007 47,476 SH   SOLE   47,476 0 0
Resmed Inc Ordinary Shares 761152107 22,078 103,868 SH   SOLE   103,868 0 0
Roku Inc Ordinary Shares 77543R102 1,030 3,102 SH   SOLE   3,102 0 0
Roper Technologies Inc Ordinary Shares 776696106 1,026 2,381 SH   SOLE   2,381 0 0
Salesforce.Com Inc Ordinary Shares 79466L302 4,813 21,630 SH   SOLE   21,630 0 0
SBA Communications Corp Ordinary Shares 78410G104 22,711 80,500 SH   SOLE   80,500 0 0
Schrodinger Inc Ordinary Shares 80810D103 2,782 35,137 SH   SOLE   35,137 0 0
Seagen Inc Ordinary Shares 81181C104 812 4,639 SH   SOLE   4,639 0 0
ServiceNow Inc Ordinary Shares 81762P102 2,503 4,548 SH   SOLE   4,548 0 0
Sherwin-Williams Co Ordinary Shares 824348106 1,386 1,886 SH   SOLE   1,886 0 0
Smartsheet Inc Ordinary Shares 83200N103 4,892 70,599 SH   SOLE   70,599 0 0
Splunk Inc Ordinary Shares 848637104 21,033 123,804 SH   SOLE   123,804 0 0
Square Inc Ordinary Shares 852234103 2,453 11,270 SH   SOLE   11,270 0 0
STAG Industrial Inc Ordinary Shares 85254J102 8,869 283,189 SH   SOLE   283,189 0 0
Starbucks Corp Ordinary Shares 855244109 19,389 181,243 SH   SOLE   181,243 0 0
SVB Financial Group Ordinary Shares 78486Q101 3,878 10,000 SH   SOLE   10,000 0 0
Synopsys Inc Ordinary Shares 871607107 902 3,478 SH   SOLE   3,478 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 874039100 20,052 183,900 SH   SOLE   183,900 0 0
Teladoc Health Inc Ordinary Shares 87918A105 14,668 73,354 SH   SOLE   73,354 0 0
Tesla Inc Ordinary Shares 88160R101 14,424 20,440 SH   SOLE   20,440 0 0
Thor Industries Inc Ordinary Shares 885160101 6,742 72,500 SH   SOLE   72,500 0 0
T-Mobile US Inc Ordinary Shares 872590104 3,764 27,910 SH   SOLE   27,910 0 0
Tractor Supply Co Ordinary Shares 892356106 3,486 24,800 SH   SOLE   24,800 0 0
Trade Desk Inc Ordinary Shares 88339J105 996 1,243 SH   SOLE   1,243 0 0
TransDigm Group Inc Ordinary Shares 893641100 761 1,230 SH   SOLE   1,230 0 0
Trex Company Inc Ordinary Shares 89531P105 3,421 40,866 SH   SOLE   40,866 0 0
Twilio Inc Ordinary Shares 90138F102 1,248 3,688 SH   SOLE   3,688 0 0
Twitter Inc Ordinary Shares 90184L102 1,002 18,498 SH   SOLE   18,498 0 0
Tyler Technologies Inc Ordinary Shares 902252105 12,397 28,400 SH   SOLE   28,400 0 0
Uber Technologies Inc Ordinary Shares 90353T100 2,059 40,369 SH   SOLE   40,369 0 0
Ultragenyx Pharmaceutical Inc Ordinary Shares 90400D108 7,660 55,336 SH   SOLE   55,336 0 0
Union Pacific Corp Ordinary Shares 907818108 3,169 15,220 SH   SOLE   15,220 0 0
UnitedHealth Group Inc Ordinary Shares 91324P102 7,482 21,337 SH   SOLE   21,337 0 0
Unity Software Inc Ordinary Shares 91332U101 1,025 6,680 SH   SOLE   6,680 0 0
Veeva Systems Inc Ordinary Shares 922475108 951 3,493 SH   SOLE   3,493 0 0
Vertex Pharmaceuticals Inc Ordinary Shares 92532F100 1,440 6,093 SH   SOLE   6,093 0 0
Visa Inc Ordinary Shares 92826C839 11,245 51,411 SH   SOLE   51,411 0 0
VMware Inc Ordinary Shares 928563402 1,400 9,981 SH   SOLE   9,981 0 0
Walt Disney Co Ordinary Shares 254687106 7,079 39,069 SH   SOLE   39,069 0 0
Waste Management Inc Ordinary Shares 94106L109 1,149 9,739 SH   SOLE   9,739 0 0
Watsco Inc Ordinary Shares 942622200 40,832 180,232 SH   SOLE   180,232 0 0
Wayfair Inc Ordinary Shares 94419L101 646 2,862 SH   SOLE   2,862 0 0
Workday Inc Ordinary Shares 98138H101 1,348 5,625 SH   SOLE   5,625 0 0
Xilinx Inc Ordinary Shares 983919101 829 5,849 SH   SOLE   5,849 0 0
XPO Logistics Inc Ordinary Shares 983793100 11,920 100,000 SH   SOLE   100,000 0 0
Yum China Holdings Inc Ordinary Shares 98850P109 9,177 160,751 SH   SOLE   160,751 0 0
Zillow Group Inc Ordinary Shares 98954M101 737 5,419 SH   SOLE   5,419 0 0
Zoetis Inc Ordinary Shares 98978V103 1,801 10,881 SH   SOLE   10,881 0 0
Zoom Video Communications Inc Ordinary Shares 98980L101 2,631 7,800 SH   SOLE   7,800 0 0