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
58 COM INC SPON ADR REP A 31680Q104 869 11,813 SH   SOLE   11,813 0 0
ABIOMED INC COM 003654100 1,603 3,565 SH   SOLE   3,565 0 0
ACTIVISION BLIZZARD INC COM 00507V109 116,805 1,404,070 SH   SOLE   599,413 0 804,657
ADOBE SYS INC COM 00724F101 45,630 169,030 SH   SOLE   152,186 0 16,844
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 190,220 1,154,528 SH   SOLE   586,953 0 567,575
ALKERMES PLC SHS G01767105 2,540 59,843 SH   SOLE   59,843 0 0
ALPHABET INC CAP STK CL A 02079K305 196,918 163,136 SH   SOLE   88,651 0 74,485
AMAZON COM INC COM 023135106 240,044 119,842 SH   SOLE   64,584 0 55,258
AMETEK INC NEW COM 031100100 5,539 70,010 SH   SOLE   70,010 0 0
ANTHEM INC COM 036752103 52,652 192,127 SH   SOLE   171,039 0 21,088
APPLE INC COM 037833100 177,609 786,787 SH   SOLE   408,496 0 378,291
APPLIED MATLS INC COM 038222105 1,078 27,882 SH   SOLE   27,882 0 0
ATLASSIAN CORP PLC CL A G06242104 18,274 190,074 SH   SOLE   190,074 0 0
BALL CORP COM 058498106 4,040 91,829 SH   SOLE   91,829 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,371 29,754 SH   SOLE   29,754 0 0
BIOGEN INC COM 09062X103 37,389 105,825 SH   SOLE   94,789 0 11,036
BLOOM ENERGY CORP COM CL A 093712107 988 28,984 SH   SOLE   28,984 0 0
BOEING CO COM 097023105 53,064 142,684 SH   SOLE   126,302 0 16,382
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,620 50,174 SH   SOLE   50,174 0 0
BURLINGTON STORES INC COM 122017106 8,129 49,893 SH   SOLE   49,893 0 0
COGNEX CORP COM 192422103 3,529 63,217 SH   SOLE   63,217 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,791 68,597 SH   SOLE   68,597 0 0
COOPER COS INC COM NEW 216648402 4,115 14,849 SH   SOLE   14,849 0 0
COSTAR GROUP INC COM 22160N109 8,187 19,455 SH   SOLE   19,455 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,091 72,680 SH   SOLE   72,680 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,317 62,325 SH   SOLE   62,325 0 0
DOMINOS PIZZA INC COM 25754A201 15,701 53,259 SH   SOLE   53,259 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 768 22,000 SH   SOLE   22,000 0 0
EXACT SCIENCES CORP COM 30063P105 1,951 24,717 SH   SOLE   24,717 0 0
FACEBOOK INC CL A 30303M102 82,323 500,567 SH   SOLE   464,004 0 36,563
FIRST REP BK SAN FRANCISCO C COM 33616C100 36,258 377,686 SH   SOLE   346,279 0 31,407
FLEETCOR TECHNOLOGIES INC COM 339041105 5,614 24,639 SH   SOLE   24,639 0 0
G1 THERAPEUTICS INC COM 3621LQ109 10,557 201,892 SH   SOLE   201,892 0 0
GARTNER INC COM 366651107 7,792 49,162 SH   SOLE   49,162 0 0
GENESEE & WYO INC CL A 371559105 3,233 35,533 SH   SOLE   35,533 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,107 60,461 SH   SOLE   60,461 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 15,924 92,187 SH   SOLE   92,187 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,836 30,139 SH   SOLE   30,139 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,723 116,282 SH   SOLE   116,282 0 0
HEICO CORP NEW COM 422806109 2,714 29,301 SH   SOLE   29,301 0 0
IDEXX LABS INC COM 45168D104 4,497 18,011 SH   SOLE   18,011 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,600 301,773 SH   SOLE   271,674 0 30,099
INTERXION HOLDING N.V SHS N47279109 22,750 338,044 SH   SOLE   338,044 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 82,346 143,460 SH   SOLE   132,957 0 10,503
JPMORGAN CHASE & CO COM 46625H100 42,032 372,491 SH   SOLE   333,333 0 39,158
LAM RESEARCH CORP COM 512807108 3,770 24,851 SH   SOLE   24,851 0 0
LIVANOVA PLC SHS G5509L101 3,371 27,191 SH   SOLE   27,191 0 0
LOCKHEED MARTIN CORP COM 539830109 47,210 136,460 SH   SOLE   122,393 0 14,067
LULULEMON ATHLETICA INC COM 550021109 14,088 86,698 SH   SOLE   86,698 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,760 64,104 SH   SOLE   64,104 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,836 30,709 SH   SOLE   30,709 0 0
MATCH GROUP INC COM 57665R106 14,304 247,001 SH   SOLE   247,001 0 0
MCDONALDS CORP COM 580135101 10,198 60,960 SH   SOLE   60,960 0 0
MICROSOFT CORP COM 594918104 28,393 248,257 SH   SOLE   248,257 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 11,204 192,243 SH   SOLE   192,243 0 0
NETFLIX INC COM 64110L106 46,785 125,049 SH   SOLE   116,028 0 9,021
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,020 87,410 SH   SOLE   87,410 0 0
NOVANTA INC COM 67000B104 3,063 44,786 SH   SOLE   44,786 0 0
NVIDIA CORP COM 67066G104 188,665 671,359 SH   SOLE   321,319 0 350,040
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 5,901 61,401 SH   SOLE   61,401 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,901 16,990 SH   SOLE   16,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 747 27,003 SH   SOLE   27,003 0 0
PAYPAL HLDGS INC COM 70450Y103 157,159 1,789,147 SH   SOLE   720,870 0 1,068,277
PTC INC COM 69370C100 7,636 71,905 SH   SOLE   71,905 0 0
QIAGEN NV SHS NEW N72482123 2,493 65,801 SH   SOLE   65,801 0 0
RAYTHEON CO COM NEW 755111507 6,760 32,712 SH   SOLE   32,712 0 0
RBC BEARINGS INC COM 75524B104 2,084 13,862 SH   SOLE   13,862 0 0
REALPAGE INC COM 75606N109 1,373 20,833 SH   SOLE   20,833 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 12,412 129,235 SH   SOLE   129,235 0 0
S&P GLOBAL INC COM 78409V104 46,581 238,400 SH   SOLE   211,090 0 27,310
SALESFORCE COM INC COM 79466L302 183,754 1,155,467 SH   SOLE   535,254 0 620,213
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,956 43,307 SH   SOLE   43,307 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,666 75,229 SH   SOLE   75,229 0 0
SHERWIN WILLIAMS CO COM 824348106 74,068 162,711 SH   SOLE   149,919 0 12,792
SIGNATURE BK NEW YORK N Y COM 82669G104 4,490 39,099 SH   SOLE   39,099 0 0
SMITH A O COM 831865209 3,392 63,549 SH   SOLE   63,549 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,434 52,169 SH   SOLE   52,169 0 0
STEEL DYNAMICS INC COM 858119100 1,200 26,557 SH   SOLE   26,557 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,263 96,118 SH   SOLE   96,118 0 0
TELEFLEX INC COM 879369106 6,782 25,486 SH   SOLE   25,486 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 9,551 29,644 SH   SOLE   29,644 0 0
ULTA BEAUTY INC COM 90384S303 5,557 19,696 SH   SOLE   19,696 0 0
UNDER ARMOUR INC CL A 904311107 1,352 63,698 SH   SOLE   63,698 0 0
UNITEDHEALTH GROUP INC COM 91324P102 176,925 665,033 SH   SOLE   318,937 0 346,096
VAIL RESORTS INC COM 91879Q109 3,387 12,341 SH   SOLE   12,341 0 0
VERISK ANALYTICS INC COM 92345Y106 6,651 55,173 SH   SOLE   55,173 0 0
VISA INC COM CL A 92826C839 198,202 1,320,556 SH   SOLE   658,635 0 661,921
VULCAN MATLS CO COM 929160109 4,502 40,483 SH   SOLE   40,483 0 0
DISNEY WALT CO COM DISNEY 254687106 4,753 40,646 SH   SOLE   40,646 0 0
WORLDPAY INC CL A 981558109 20,434 201,779 SH   SOLE   201,779 0 0
ZOETIS INC CL A 98978V103 9,116 99,568 SH   SOLE   99,568 0 0