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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AKAMAI TECHNOLOGIES COM CS 00971T101   148,635,232 1,395,112 SH   SOLE   1,138,834 0 256,278
ALARM COM HLDGS INC COM CS 011642105   106,147,110 1,736,132 SH   SOLE   1,476,093 0 260,039
ALIGN TECHNOLOGY INC CS 016255101   137,099,366 449,035 SH   SOLE   391,777 0 57,258
APPLE INC COM CS 037833100   360,568 2,106 SH   SOLE   2,106 0 0
ARISTA NETWORKS INC COM CS 040413106   118,265,151 642,990 SH   SOLE   531,863 0 111,127
AUTODESK INC COM CS 052769106   77,206,397 373,140 SH   SOLE   308,413 0 64,727
CARA THERAPEUTICS INC COM CS 140755109   2,977,627 1,772,397 SH   SOLE   1,772,397 0 0
CEVA INC COM CS 157210105   8,904,392 459,226 SH   SOLE   459,226 0 0
CHEVRON CORP NEW COM CS 166764100   218,363 1,295 SH   SOLE   1,295 0 0
COGNEX CORP COM CS 192422103   82,635,815 1,947,121 SH   SOLE   1,597,679 0 349,442
COHERUS BIOSCIENCES INC COM CS 19249H103   4,426,761 1,183,626 SH   SOLE   1,183,626 0 0
CORE LABORATORIES INC CS 21867A105   17,728,600 738,384 SH   SOLE   692,000 0 46,384
COTERRA ENERGY INC COM CS 127097103   132,157,779 4,885,685 SH   SOLE   4,062,562 0 823,123
DOLBY LABORATORIES INC COM CL CS 25659T107   109,764,875 1,384,871 SH   SOLE   1,153,909 0 230,962
DULUTH HLDGS INC COM CL B CS 26443V101   8,887,600 1,478,802 SH   SOLE   1,478,802 0 0
EGAIN CORP COM NEW CS 28225C806   6,482,009 1,057,424 SH   SOLE   1,057,424 0 0
EVERBRIDGE INC COM CS 29978A104   2,646,636 118,048 SH   SOLE   118,048 0 0
FLOOR & DECOR HLDGS INC CL A CS 339750101   63,248,549 698,879 SH   SOLE   581,389 0 117,490
FLOTEK INDS INC DEL COM CS 343389409   547,763 123,649 SH   SOLE   123,649 0 0
GARMIN LTD SHS CS H2906T109   142,927,666 1,358,628 SH   SOLE   1,173,944 0 184,684
GENERAC HLDGS INC COM CS 368736104   33,525,031 307,682 SH   SOLE   256,041 0 51,641
GENTEX CORP COM CS 371901109   134,716,902 4,140,040 SH   SOLE   3,362,379 0 777,661
GENTHERM INC COM CS 37253A103   59,233,851 1,091,667 SH   SOLE   1,015,232 0 76,435
GEOSPACE TECHNOLOGIES CORP COM CS 37364X109   19,392,444 1,497,486 SH   SOLE   1,497,486 0 0
GRACO INC COM CS 384109104   31,942,211 438,285 SH   SOLE   360,827 0 77,458
INTERDIGITAL INC COM CS 45867G101   54,340,614 677,226 SH   SOLE   585,862 0 91,364
INTUIT COM CS 461202103   134,010,876 262,283 SH   SOLE   226,998 0 35,285
INTUITIVE SURGICAL INC CS 46120E602   79,051,292 270,455 SH   SOLE   222,480 0 47,975
IPG PHOTONICS CORP COM CS 44980X109   43,002,292 423,501 SH   SOLE   344,828 0 78,673
IROBOT CORP COM CS 462726100   12,799,171 337,709 SH   SOLE   337,709 0 0
KORNIT DIGITAL LTD SHS CS M6372Q113   6,250,511 330,540 SH   SOLE   330,540 0 0
LANDSTAR SYS INC COM CS 515098101   58,810,786 332,377 SH   SOLE   276,084 0 56,293
LGI HOMES INC COM CS 50187T106   50,402,330 506,607 SH   SOLE   433,508 0 73,099
MICROCHIP TECHNOLOGY INC. COM CS 595017104   136,363,340 1,747,128 SH   SOLE   1,436,196 0 310,932
MICROSOFT CORP COM CS 594918104   310,066 982 SH   SOLE   982 0 0
MILLERKNOLL INC COM CS 600544100   7,620,209 311,665 SH   SOLE   311,665 0 0
MIMEDX GROUP INC COM CS 602496101   2,335,009 320,303 SH   SOLE   320,303 0 0
MSC INDL DIRECT INC CL A COM CS 553530106   26,145,001 266,378 SH   SOLE   222,685 0 43,693
MYRIAD GENETICS INC COM CS 62855J104   31,651,924 1,973,312 SH   SOLE   1,744,446 0 228,866
OPEN TEXT CORP COM CS 683715106   17,232,556 490,956 SH   SOLE   490,956 0 0
PAYCHEX INC COM CS 704326107   18,153,288 157,403 SH   SOLE   123,550 0 33,853
PLEXUS CORP COM CS 729132100   190,074,644 2,044,253 SH   SOLE   1,738,585 0 305,668
POWER INTEGRATIONS INC COM CS 739276103   158,040,223 2,071,029 SH   SOLE   1,779,150 0 291,879
PROS HOLDINGS INC COM CS 74346Y103   17,787,444 513,791 SH   SOLE   513,791 0 0
PROTO LABS INC COM CS 743713109   46,580,081 1,764,397 SH   SOLE   1,527,657 0 236,740
PURE STORAGE INC CL A CS 74624M102   203,485,840 5,712,685 SH   SOLE   4,924,905 0 787,780
ROYAL CARIBBEAN GROUP CS V7780T103   65,881,114 715,011 SH   SOLE   615,257 0 99,754
SEMTECH CORP COM CS 816850101   13,196,901 512,501 SH   SOLE   392,094 0 120,407
SLEEP NUMBER CORPORATION CS 83125X103   46,828,852 1,904,386 SH   SOLE   1,731,803 0 172,583
SNAP ON INC COM CS 833034101   90,567,725 355,084 SH   SOLE   293,248 0 61,836
SOUTHWESTERN ENERGY CO COM CS 845467109   189,734,522 29,416,205 SH   SOLE   26,202,866 0 3,213,339
SPS COMM INC COM CS 78463M107   32,534,645 190,696 SH   SOLE   190,696 0 0
STITCH FIX INC COM CL A CS 860897107   21,418,176 6,208,167 SH   SOLE   5,971,207 0 236,960
STONERIDGE INC COM CS 86183P102   4,438,601 221,156 SH   SOLE   221,156 0 0
STRATEGIC ED INC COM CS 86272C103   35,981,239 478,156 SH   SOLE   419,147 0 59,009
SUPER MICRO COMPUTER INC COM CS 86800U104   776,387,843 2,831,259 SH   SOLE   2,617,316 0 213,943
SURMODICS INC COM CS 868873100   19,116,109 595,703 SH   SOLE   595,703 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109   15,731,823 112,058 SH   SOLE   91,840 0 20,218
TREX CO INC COM CS 89531P105   26,228,495 425,580 SH   SOLE   425,580 0 0
UNDER ARMOUR INC CL A CS 904311107   35,323,142 5,156,663 SH   SOLE   4,196,457 0 960,206
VALERO ENERGY CORP COM CS 91913Y100   212,565 1,500 SH   SOLE   1,500 0 0
VIASAT INC COM CS 92552V100   56,379,757 3,054,158 SH   SOLE   2,661,093 0 393,065
VIZIO HLDG CORP CL A COM CS 92858V101   11,283,410 2,085,658 SH   SOLE   2,085,658 0 0
ZUMIEZ INC COM CS 989817101   3,182,480 178,791 SH   SOLE   178,791 0 0
MIX TELEMATICS LTD SPONSORED A CS 60688N102   13,842,725 2,507,740 SH   SOLE   2,507,740 0 0