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   162,866,879 1,376,146 SH   SOLE   1,132,219 0 243,927
ALARM COM HLDGS INC COM CS 011642105   112,161,580 1,735,710 SH   SOLE   1,478,934 0 256,776
ALIGN TECHNOLOGY INC CS 016255101   183,960,586 671,389 SH   SOLE   589,156 0 82,233
APPLE INC COM CS 037833100   281,864 1,464 SH   SOLE   1,464 0 0
ARISTA NETWORKS INC COM CS 040413106   148,369,651 629,993 SH   SOLE   525,922 0 104,071
AUTODESK INC COM CS 052769106   88,815,660 364,776 SH   SOLE   303,783 0 60,993
CANTALOUPE INC CS 138103106   10,709,940 1,445,336 SH   SOLE   1,445,336 0 0
CARA THERAPEUTICS INC COM CS 140755109   1,346,390 1,812,100 SH   SOLE   1,812,100 0 0
CEVA INC COM CS 157210105   10,334,640 455,070 SH   SOLE   455,070 0 0
COGNEX CORP COM CS 192422103   81,111,046 1,943,245 SH   SOLE   1,575,939 0 367,306
COHERUS BIOSCIENCES INC COM CS 19249H103   3,885,201 1,166,727 SH   SOLE   1,166,727 0 0
CORE LABORATORIES INC CS 21867A105   13,286,801 752,367 SH   SOLE   687,494 0 64,873
COTERRA ENERGY INC COM CS 127097103   124,662,725 4,884,903 SH   SOLE   4,061,780 0 823,123
DOLBY LABORATORIES INC COM CL CS 25659T107   118,180,444 1,371,321 SH   SOLE   1,149,376 0 221,945
EGAIN CORP COM NEW CS 28225C806   8,831,749 1,060,234 SH   SOLE   1,060,234 0 0
EVERBRIDGE INC COM CS 29978A104   2,937,863 120,850 SH   SOLE   120,850 0 0
FLOOR & DECOR HLDGS INC CL A CS 339750101   79,519,410 712,795 SH   SOLE   581,722 0 131,073
GARMIN LTD SHS CS H2906T109   173,909,607 1,352,961 SH   SOLE   1,174,455 0 178,506
GENERAC HLDGS INC COM CS 368736104   43,042,348 333,042 SH   SOLE   273,130 0 59,912
GENTEX CORP COM CS 371901109   135,165,957 4,138,578 SH   SOLE   3,357,998 0 780,580
GENTHERM INC COM CS 37253A103   56,796,149 1,084,724 SH   SOLE   999,421 0 85,303
GEOSPACE TECHNOLOGIES CORP COM CS 37364X109   19,312,150 1,490,135 SH   SOLE   1,490,135 0 0
GRACO INC COM CS 384109104   37,117,923 427,823 SH   SOLE   358,041 0 69,782
INTERDIGITAL INC COM CS 45867G101   73,358,387 675,865 SH   SOLE   584,501 0 91,364
INTUIT COM CS 461202103   138,499,773 221,589 SH   SOLE   197,552 0 24,037
INTUITIVE SURGICAL INC CS 46120E602   89,157,501 264,280 SH   SOLE   219,017 0 45,263
IPG PHOTONICS CORP COM CS 44980X109   45,950,626 423,352 SH   SOLE   344,679 0 78,673
ISHARES TR RUS MD CP GR ETF CS 464287481   2,148,011 20,563 SH   SOLE   20,563 0 0
KORNIT DIGITAL LTD SHS CS M6372Q113   32,755,476 1,709,576 SH   SOLE   1,709,576 0 0
LANDSTAR SYS INC COM CS 515098101   63,234,471 326,540 SH   SOLE   274,192 0 52,348
LGI HOMES INC COM CS 50187T106   73,033,599 548,465 SH   SOLE   475,366 0 73,099
LUNA INNOVATIONS INC CS 550351100   5,596,953 841,647 SH   SOLE   841,647 0 0
MATERIALISE NV SPONSORED ADS CS 57667T100   9,332,042 1,421,484 SH   SOLE   1,421,484 0 0
MICROCHIP TECHNOLOGY INC. COM CS 595017104   156,833,030 1,739,111 SH   SOLE   1,435,917 0 303,194
MICROSOFT CORP COM CS 594918104   255,331 679 SH   SOLE   679 0 0
MILLERKNOLL INC COM CS 600544100   8,297,347 310,995 SH   SOLE   310,995 0 0
MIMEDX GROUP INC COM CS 602496101   2,772,153 316,095 SH   SOLE   316,095 0 0
MSC INDL DIRECT INC CL A COM CS 553530106   26,287,400 259,603 SH   SOLE   221,709 0 37,894
MYRIAD GENETICS INC COM CS 62855J104   37,423,217 1,955,236 SH   SOLE   1,726,370 0 228,866
PAYCHEX INC COM CS 704326107   16,997,950 142,708 SH   SOLE   112,641 0 30,067
PLEXUS CORP COM CS 729132100   220,441,063 2,038,667 SH   SOLE   1,735,025 0 303,642
POWER INTEGRATIONS INC COM CS 739276103   167,493,561 2,039,868 SH   SOLE   1,764,753 0 275,115
PROS HOLDINGS INC COM CS 74346Y103   19,795,623 510,328 SH   SOLE   510,328 0 0
PROTO LABS INC COM CS 743713109   67,776,296 1,739,638 SH   SOLE   1,502,898 0 236,740
PURE STORAGE INC CL A CS 74624M102   202,316,118 5,673,475 SH   SOLE   4,924,322 0 749,153
ROYAL CARIBBEAN GROUP CS V7780T103   80,629,279 622,668 SH   SOLE   531,928 0 90,740
SEMTECH CORP COM CS 816850101   10,778,077 491,925 SH   SOLE   371,518 0 120,407
SLEEP NUMBER CORPORATION CS 83125X103   2,642,676 178,198 SH   SOLE   178,198 0 0
SNAP ON INC COM CS 833034101   101,698,831 352,094 SH   SOLE   290,977 0 61,117
SOUTHWESTERN ENERGY CO COM CS 845467109   193,039,930 29,471,745 SH   SOLE   26,273,252 0 3,198,493
SPS COMM INC COM CS 78463M107   32,464,323 167,480 SH   SOLE   167,480 0 0
STITCH FIX INC COM CL A CS 860897107   22,515,280 6,306,801 SH   SOLE   6,069,841 0 236,960
STONERIDGE INC COM CS 86183P102   4,227,844 216,037 SH   SOLE   216,037 0 0
STRATEGIC ED INC COM CS 86272C103   42,654,619 461,780 SH   SOLE   408,022 0 53,758
SUPER MICRO COMPUTER INC COM CS 86800U104   774,688,093 2,725,280 SH   SOLE   2,556,050 0 169,230
SURMODICS INC COM CS 868873100   22,351,288 614,891 SH   SOLE   614,891 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109   17,945,925 111,500 SH   SOLE   91,282 0 20,218
TREX CO INC COM CS 89531P105   33,944,148 410,003 SH   SOLE   410,003 0 0
UNDER ARMOUR INC CL A CS 904311107   37,418,362 4,256,924 SH   SOLE   3,296,718 0 960,206
VIASAT INC COM CS 92552V100   85,513,500 3,059,517 SH   SOLE   2,666,452 0 393,065
VIZIO HLDG CORP CL A COM CS 92858V101   16,019,965 2,080,515 SH   SOLE   2,080,515 0 0
ZUMIEZ INC COM CS 989817101   3,540,177 174,050 SH   SOLE   174,050 0 0
MIX TELEMATICS LTD SPONSORED A CS 60688N102   21,772,262 2,528,718 SH   SOLE   2,528,718 0 0