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
ABIOMED INC COM 003654100 8,654 27,152 SH   SOLE   27,152 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,159 72,036 SH   SOLE   72,036 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,640 15,955 SH   SOLE   15,955 0 0
AMERICAN EXPRESS CO COM 025816109 9,998 70,685 SH   SOLE   70,685 0 0
ANSYS INC COM 03662Q105 63,422 186,777 SH   SOLE   186,777 0 0
ASPEN TECHNOLOGY INC COM 045327103 9,447 65,454 SH   SOLE   65,454 0 0
BOOKING HOLDINGS INC COM 09857L108 8,916 3,827 SH   SOLE   3,827 0 0
BROWN FORMAN CORP CL B 115637209 7,734 112,133 SH   SOLE   112,133 0 0
CAE INC COM 124765108 8,772 307,875 SH   SOLE   307,875 0 0
CARMAX INC COM 143130102 11,585 87,328 SH   SOLE   87,328 0 0
CATALENT INC COM 148806102 8,627 81,921 SH   SOLE   81,921 0 0
CLOROX CO DEL COM 189054109 8,174 42,380 SH   SOLE   42,380 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,894 39,010 SH   SOLE   39,010 0 0
COSTAR GROUP INC COM 22160N109 7,898 9,609 SH   SOLE   9,609 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 7,278 56,270 SH   SOLE   56,270 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 8,680 87,921 SH   SOLE   87,921 0 0
DOMINOS PIZZA INC COM 25754A201 8,193 22,275 SH   SOLE   22,275 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,123 97,123 SH   SOLE   97,123 0 0
ELECTRONIC ARTS INC COM 285512109 8,044 59,422 SH   SOLE   59,422 0 0
ENTEGRIS INC COM 29362U104 9,924 88,762 SH   SOLE   88,762 0 0
FACTSET RESH SYS INC COM 303075105 7,927 25,687 SH   SOLE   25,687 0 0
FASTENAL CO COM 311900104 25,408 505,334 SH   SOLE   505,334 0 0
FERRARI N V COM N3167Y103 8,046 38,445 SH   SOLE   38,445 0 0
FORTINET INC COM 34959E109 36,926 200,229 SH   SOLE   200,229 0 0
GARTNER INC COM 366651107 9,715 53,221 SH   SOLE   53,221 0 0
GRACO INC COM 384109104 8,454 118,046 SH   SOLE   118,046 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 71,859 643,439 SH   SOLE   643,439 0 0
INTUIT COM 461202103 8,607 22,470 SH   SOLE   22,470 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,063 10,911 SH   SOLE   10,911 0 0
IPG PHOTONICS CORP COM 44980X109 8,036 38,096 SH   SOLE   38,096 0 0
IQVIA HLDGS INC COM 46266C105 29,806 154,321 SH   SOLE   154,321 0 0
ISHARES TR MSCI ACWI ETF 464288257 2,047 21,517 SH   SOLE   21,517 0 0
JD.COM INC SPON ADR CL A 47215P106 8,179 96,992 SH   SOLE   96,992 0 0
LAUDER ESTEE COS INC CL A 518439104 9,328 32,070 SH   SOLE   32,070 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,822 116,027 SH   SOLE   116,027 0 0
MARKEL CORP COM 570535104 27,852 24,440 SH   SOLE   24,440 0 0
MARKETAXESS HLDGS INC COM 57060D108 7,738 15,540 SH   SOLE   15,540 0 0
MASIMO CORP COM 574795100 7,751 33,752 SH   SOLE   33,752 0 0
MATCH GROUP INC NEW COM 57667L107 7,747 56,390 SH   SOLE   56,390 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,951 89,180 SH   SOLE   89,180 0 0
MERCADOLIBRE INC COM 58733R102 7,944 5,396 SH   SOLE   5,396 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 8,643 7,479 SH   SOLE   7,479 0 0
MOODYS CORP COM 615369105 8,785 29,419 SH   SOLE   29,419 0 0
MSCI INC COM 55354G100 24,471 58,364 SH   SOLE   58,364 0 0
PAYCHEX INC COM 704326107 8,338 85,061 SH   SOLE   85,061 0 0
PERKINELMER INC COM 714046109 27,485 214,243 SH   SOLE   214,243 0 0
POOL CORP COM 73278L105 7,912 22,917 SH   SOLE   22,917 0 0
RESMED INC COM 761152107 61,519 317,074 SH   SOLE   317,074 0 0
S&P GLOBAL INC COM 78409V104 9,167 25,978 SH   SOLE   25,978 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 32,577 562,165 SH   SOLE   562,165 0 0
SERVICE CORP INTL COM 817565104 8,891 174,169 SH   SOLE   174,169 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 10,251 55,870 SH   SOLE   55,870 0 0
STARBUCKS CORP COM 855244109 8,734 79,931 SH   SOLE   79,931 0 0
STONECO LTD COM CL A G85158106 6,881 112,404 SH   SOLE   112,404 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,356 18,310 SH   SOLE   18,310 0 0
TRADEWEB MKTS INC CL A 892672106 10,110 136,622 SH   SOLE   136,622 0 0
TRANSUNION COM 89400J107 7,993 88,812 SH   SOLE   88,812 0 0
TRIMBLE INC COM 896239100 9,933 127,686 SH   SOLE   127,686 0 0
TRIP COM GROUP LTD ADS 89677Q107 10,017 252,761 SH   SOLE   252,761 0 0
TYLER TECHNOLOGIES INC COM 902252105 8,291 19,530 SH   SOLE   19,530 0 0
ULTA BEAUTY INC COM 90384S303 9,179 29,690 SH   SOLE   29,690 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 8,789 37,122 SH   SOLE   37,122 0 0
VERISIGN INC COM 92343E102 23,976 120,628 SH   SOLE   120,628 0 0
VERISK ANALYTICS INC COM 92345Y106 7,637 43,225 SH   SOLE   43,225 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,752 36,074 SH   SOLE   36,074 0 0
WABTEC COM 929740108 9,229 116,590 SH   SOLE   116,590 0 0
WATSCO INC COM 942622200 9,865 37,834 SH   SOLE   37,834 0 0