Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Gartner Inc.,IT,,Buy,366651107,347098000.0,2189892.0,9.729 Interactive Brokers Group Inc,IBKR,,Buy,45841N107,324016000.0,5858183.0,9.082 Fastenal Company,FAST,,Buy,311900104,264529000.0,4559271.0,7.414 "TripAdvisor, Inc",TRIP,,Buy,896945201,260349000.0,5097888.0,7.297 "Workday, Inc.",WDAY,,Buy,98138H101,258244000.0,1769040.0,7.238 Middleby Corp,MIDD,,Buy,596278101,251740000.0,1946189.0,7.056 CoStar Group,CSGP,,Sell,22160N109,237626000.0,564648.0,6.66 Platform Specialty Products Co,PAH,,Buy,72766Q105,234559000.0,18809899.0,6.574 National Instruments Corp.,NATI,,Buy,636518102,209000000.0,4324445.0,5.858 "Alarm.com Holdings, Inc.",ALRM,,Buy,011642105,204323000.0,3559626.0,5.727 Under Armour INC CL C,UA,,Buy,904311206,197705000.0,10159533.0,5.541 "Box, Inc",BOX,,Buy,10316T104,180472000.0,7547976.0,5.058 Waters Corporation,WAT,,Buy,941848103,175132000.0,899589.0,4.909 Colfax Corporation,CFX,,Sell,194014106,108803000.0,3017270.0,3.05 Papa John's International Inc.,PZZA,,Buy,698813102,85524000.0,1667783.0,2.397 "comScore, Inc.",SCOR,,Buy,20564W105,64121000.0,3517355.0,1.797 Elf Beauty Inc,ELF,,Buy,26856L103,37374000.0,2935865.0,1.048 Square Inc,SQ,,Buy,852234103,36777000.0,371448.0,1.031 "Guidewire Software, Inc.",GWRE,,Buy,40171V100,26706000.0,264387.0,0.749 "Ansys, Inc.",ANSS,,Sell,03662Q105,24362000.0,130503.0,0.683 "Tyler Technologies, Inc.",TYL,,Buy,902252105,24112000.0,98393.0,0.676 "Athenahealth, Inc.",ATHN,,Buy,04685W103,15229000.0,113988.0,0.427